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  • Exit Planning Exchange
Exit Planning Exchange
Oct
10

XPX Members Only Cross-Chapter Power Networking (virtual)

Details

Date & Time

Tue, Oct 10th, 2023 â‹… 4:50pm - 6:00pm (EDT)

Location

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

Tickets

Guests

Registrants

41 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
John DelGrego of Marcum LLP is a member of XPX Hartford
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Cameron Scott of BerryDunn is a member of XPX Greater Boston
+36

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.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
John DelGrego of Marcum LLP is a member of XPX Hartford
John Delgrego
Marcum LLP
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron Scott
BerryDunn
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Jack Eakin of Pinnacle Capital Markets is a member of XPX Nashville
Jack Eakin
Pinnacle Capital Markets
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
Morewood Funding, LLC
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
AltaView
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The FamilyBusiness
Evan Bangert of First Horizon Bank is a member of XPX Nashville
Evan Bangert
First Horizon Bank
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
SD
Suzanne Durbin
Level Four Business Solutions
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Consulting
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Alok Gupta of Loki Group, Inc. is a member of XPX Atlanta
Alok Gupta
Loki Group, Inc.
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
Molod Spitz & Desantis, P.C.
BS
Bonnie Sewell
Dakota Wealth Management
SW
Sarah Waterman
Wealthbuilder 1031
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert "bob" Happ
5 Point IT Solutions
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley Wealth
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
CS
Carlos Sava
ProCFO Partners
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Sal Cocuzza of DBD Investment Bank is a member of XPX New York
Sal Cocuzza
DBD Partners
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards Altman
Insperity
TD
Todd Davock
Axiom Commercial Finance
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Lisa Kaufman
Dinan Capital Advisors
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
White Horse Capital