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  • Exit Planning Exchange
Exit Planning Exchange
Sep
07

XPX Members Only Cross-Chapter Power Networking (virtual)

Details

Date & Time

Thu, Sep 7th, 2023 â‹… 9:50am - 11:00am (EDT)

Location

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Tickets

Guests

Registrants

66 people attended
ET
David Shavzin of The Value Track is a member of XPX Atlanta
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
ED
+61

The Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

Here's how the Power Networking works:

  • Join the Zoom session promptly  (the groups get formed right on the hour!)
  • During this 1-hour program, our Global team will organize three rounds of 20-minute breakout sessions
  • For each breakout session, you'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour)
Power Networking is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

If you have any questions, please email us.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
ET
Eric Togneri
Neri Capital Partners
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella Bloom
Bloom & Bloom, LLC
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
KM
Kerry Meacham
Above the Line Strategies
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Floyd Advisory LLC
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Jensen Law Firm LLC
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
TD
Todd Davock
Axiom Commercial Finance
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC WM
JG
John Grzymala
Family office advisory services
BN
Berk Nowak
Brown Advisory
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Klingenstein Fields Advisors
RS
Rob Smithson
Corporate Investment
WG
Wendy Ghormley
wendy ghormley
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
JR
Jr Romano
TrinityPoint Wealth
Christine Mills of Raymond James is a member of XPX South Florida
Christine Mills
Raymond James
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
RB
Richard Baum
Consumer Growth Partners
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
BS
Bonnie Sewell
Dakota Wealth Management
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
AltaView Advisors LLC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
DM
David M Krietzberg
Krietzberg Wealth Management
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
DB
David Birnbaum
Morgan Stanley
MS
Michelle Sledz
Insperity
Rusty Smith of EOS Worldwide is a member of XPX Houston
Rusty Smith
EOS Worldwide
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
CP
Christopher Pumo
Skyline Analytics, LLC
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC
AP
Amy Polak
Entre Results
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
Ridgeline Coaching
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
SouthState Bank
Colleen Migl of Quadros Migl & Kilmer PLLC is a member of XPX Houston
Colleen Migl
Quadros Migl & Crosby PLLC
CB
Chuck Budd
Avidia Bank
DB
Dennis Buck
Grant Point Group
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Insurance
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
B2B CFO
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC