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  • Exit Planning Exchange
Exit Planning Exchange
Dec
19

XPX New York: Holiday Party!

Details

Date & Time

Tue, Dec 19th, 2023 â‹… 6:00pm - 8:00pm (EDT)

Location

RSM | 4 Times Square, 151 W 42nd Street, 19th Floor, New York, NY 10036

Tickets

Non-Members Early Bird (through 12/15)
$75.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$55.00
NYC & Tri-State Members Same Day/Walk-In Fee
$65.00
Other XPX Chapter Members - Same Day/Walk-in Fee
$90.00
Other XPX Chapter Members Early Bird (through 12/15)
$65.00
Other XPX Chapter Members Regular Fee
$75.00
Guests

Registrants

56 people attended
RP
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
BL
JG
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
+51

Please join us for drinks and light refreshments!


Event Pricing:

NY  & Tri-State Members: $55.00 Regular Fee - Members
NY  & Tri-State Members: $65.00 Same Day / Walk-in Registration

Non-Members Early Bird Fee (through 12/15) - $75.00
Non-Members Regular Fee: $85.00
Non-Members: Same Day Registration/Walk-In Fee: $100.00

Other XPX Chapter Members:  $65.00 Early Bird (through 12/15)
Other XPX Chapter Members: $75.00 Regular Fee
Other XPX Chapter Members: Same Day Registration/Walk-In Fee: $90.00

Includes food & drinks.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
RP
Robert Pascale
J.P. Morgan Private Bank
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
BL
Bernie Leone
Withum
JG
John Grzymala
Family Office Advisory Services
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
AD
Abdulah Dervisevic
J.P. Morgan Private Bank
AC
Anthony Cook
AB
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
JG
Julia Garfinkle
J.P. Morgan
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
PK
Paul Kacha
FRAMACO INTERNATIONAL
MG
Meaghan Gambino
BNY Mellon
GK
Gary Kane
Corporate Fuel
AR
Angela Raitzin
Cresset Capital
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
KO
Kevin O'Brien
Bernstein Private Wealth Management
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
FM
Frank Marcucci Jr
Corporate Valuation Advisors, Inc.
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Citrin Cooperman
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald Gelestino
Champion Elevator Corp.
RS
Richard Stern
bloom hochberg
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
DB
David Birnbaum
Morgan Stanley
KC
Kennedy Chinyamutangira
RSM US LLP
Andrew Taffurelli of Floyd Advisory LLC is a member of XPX Tri-State
Andrew Taffurelli
Floyd Advisory LLC
AA
Abigail Ahern
Floyd Advisory
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
CS
Chris Sarkesian
Rouge Lake Management LLC
BS
Brendan Sachtjen
BankUnited
FS
Frank Soler
White Horse Capital
RL
Robert Ludricks
Brown Brothers Harriman
MC
Michael Castro
BankUnited
NC
Nichol Chiarella
Citrin Cooperman
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
Jordan Toder
Preservation Capital Partners, LLC
JG
Jonathan Gesserman
RSM
AL
Andrew Lederman
WILK AUSLANDER
GK
Greg Kiley
RSM
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Ahmadeus Technology
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
JH
Justin Hirs
Bentley Associates
MV
Michael Vanburen
Van Libra Introductions
Andrew Marks of World Creative & World Chic is a member of XPX Tri-State
Andrew Marks
World Creative & World Chic
DT
Daniel Toder
Preservation Capital Partners
LM
Louis Mollet
lmollet@stonebridgepartners.com
HF
Hope Feller
NML
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
Expense Reduction Analysts
CG
Charles Gerber
Triumph First LLC
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC