May
14
XPX Greater Boston 2024 Summit
Details
Date & Time
Tue, May 14th , 2024 â‹… 11:30am - 7:00pm (EDT)
Location
Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210
Tickets
(1) XPX Greater Boston Members Early Bird Rate (through 4/5/24)
$135.00
(2) XPX Greater Boston Emerging Professionals Early Bird Rate (through 4/5/24)
$110.00
(3) Other XPX Chapter Members Early Bird Rate (through 4/5/24)
$150.00
(4) Non-Members Early Bird Rate (through 4/5/24)
$160.00
(5) XPX Greater Boston Members
$150.00
(6) XPX Greater Boston Emerging Professionals
$125.00
(7) Other XPX Chapter Members
$165.00
(8) Non-Members
$175.00
(9) XPX Greater Boston Board/ Committee
$125.00
Guests
Registrants
172
people attended
MA
BB
+167
We are excited to announce that individual ticket registration is now SOLD OUT for the 2024 XPX Summit. Our pinnacle annual event is scheduled for May 14th, kicking off with lunch from 11:30 am - 12:30 pm. With Nutter again serving as our gracious host, we have lined up an incredible group of speakers who will share their expertise in a variety of session formats (e.g., fireside chats, "ted talk", panel, etc.).
The full schedule is available by clicking on the link below.
Click here to view the schedule.
TICKETS FOR THIS EVENT ARE NOW SOLD OUT. TO JOIN THE WAITLIST, PLEASE CONTACT ANGIE ELLIS AT angie@exitplanningexchange.com.
Registration Fees:
XPX Greater Boston Board/ Committee - $125.00
XPX Greater Boston Chapter Members - $150.00
XPX Greater Boston Emerging Professionals - $125.00
Other XPX Chapter Members - $165.00
Non-Members - $175.00
No refunds or credits will be given for cancellations. This registration is not transferable to another individual - no substitutes please.
A $25.00 Same Day/Walk-In Fee Registrations will be applied to the above fees. Please register early.
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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MA
Matthew Almeida
JP Morgan Private Bank
TS
Troy Scarbrough
OceanFirst Bank
MM
Michael McClory
Mainstay Technologies
PS
Paul Schmid
ArentFox Schiff LLP
Richard Breed
Tarlow Breed Hart & Rodgers, PC
JM
John Moffitt
5th Line Capital
DS
Dan Seaman
AAFCPAs
KZ
Kelly Zack
AAFCPAs
BO
Brian O’hearn
AAFCPAs
Lynn Schade
Middlesex Savings Bank
AO
Alexander Olson
Rockland Trust
JD
James Deleo
Gray, Gray & Gray, LLP
JG
Jeffrey Glashow
Middlesex Savings Bank
MC
Michael Cassata
Rockland Trust
AF
Anthony Forcione
Rockland Trust
JG
Jack Gates
Rockland Trust
Danny Baer
Floyd Advisory LLC
Kenneth Segal
LGA, LLP
GB
Greg Batsevitsky
M&T Bank
TA
Tim Anderson
Vertical Mechanical Group
Luis Cortes
IBM
Victoria Nessen
CFAR
Stephen Jury
JP Morgan
JD
Jim Deleo
Gray, Gray & Gray, LLP
JS
Janice Sturchio
BNY Mellon
DR
Derek Rebello
Gray, Gray & Gray, LLP
RF
Rich Frizzell
Gray, Gray & Gray, LLP
JK
Justin Klunder
Gray Private Wealth
SR
Steve Rusch
Gray Strategic Partners
SK
Steve Kenney
Gray Private Wealth
DP
Daniel Paris
Bank of America Private Bank
PB
Peter Bostwick
Alliant Insurance Services
SM
Scott McDermott
Center for Business Excellence
MH
Mark Haley
Centri Consulting
JM
Josh McDonald
Slate Point Partners
MF
Michael Ferraro
Santander
CW
Charles Wyrwa
M&T Bank
JH
Justin Hannan
Day Pitney LLP
David Walsh
Oberon Securities
CP
Carmen Posteraro
Salem Five Bank
Erin O'Leary
The International Exit Planning Association
Beth Chea
Transworld Business Advisors of Boston
GS
Gerald Sherman
Pathway Advisors, LLC
RK
Richard Katzman
Pathway Advisors
TM
Terri Monjar
Bank of America
Ken Foraste
The Coyle Company
JE
Jae Erdekian
BDO
MC
Michael Clarkson
Ogletree Deakins
GF
Greg Fanikos
Mirus Capital Advisors
MY
Mark Young
Mirus Capital Advisors
Andrew Crain
Mirus Capital Advisors
AF
Alan Fullerton
Mirus Capital Advisors
LS
Lawrence Siff
Neptune Advisors & C Level Community
BT
Bernie Taracevicz
Slate Point Partners
LW
Louise Wager
BNY Mellon
DK
Diana Kenneally
BNY Mellon Wealth Management
CM
Chris Martinson
BNY Mellon
JE
Justin Esposito
BNY Mellon
JS
John Snow
Quabbin Capital
MC
Melissa Cilmi
Merrill Lynch
RP
Ryan Palmer
Merrill Lynch
KH
Kevin Hsu
Outstand LLC
MH
Matt Hartsog
New River Technologies
GD
Greg Desimone
Catapult Advisory Group
AK
Alex Khalarian
Withers Worldwide
RG
Robert Gillette
Gillette Property Advocates
DR
David Roache
Exit the Family Business
GD
Greg Desimone
Catapult Advisory Group
PD
Philip Dee
Osage Advisors, LLC
SL
Stephanie Larkin
Hinckley Allen & Snyder, LLP
RA
Robert Arone
Orsi Arone Rothenberg
RV
Ryan Villanueva
CH
Corey Hollenbeck
Sannasig
SN
Steve Nguyen
Merrill Lynch
JS
Jaclyn Snell
Merrill Lynch
JR
John Ryan
Merrill Lynch
MF
Michael Ferris
Bank of America
JH
Jeremy Halloran
Bank of America
BS
Bessa Shaw
Merrill Lynch
DA
David Anzalone
Advanced Exteriors and Glazing
KD
Kevin Dunn
Dunn Rush & Co. LLC
Gregory Chin
CohnReznick LLP
RG
Ralph Gillis
McDevitt Law Group
RL
Rami Levin
FocalPoint Coaching
WA
Walter Abbott
RA
Rich Austin
Integrated Financial Partners
JW
Justin Walsh
Integrated Financial Partners
JH
Jason Horwitz
Integrated Financial Partners
Brian Kelleher
Mohamed-Merola Wealth Management
SS
Steve Shanck
Newport Board Group
SS
Steve Shanck
PP
Peter Pfister
SW
Scott Whitbread
JC
Julie Chevalier
AAFCPAs
MK
Meghan Kelly
Nutter McClennen & Fish LLP
MB
Marc Bouvier
Bouvier Advisors
RB