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  • Exit Planning Exchange
Exit Planning Exchange
Nov
14

XPX Members Only Cross-Chapter Power Networking (virtual)

Details

Date & Time

Tue, Nov 14th, 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

52 people attended
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
David Shavzin of The Value Track is a member of XPX Atlanta
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
+47

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.
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron Scott
BerryDunn
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
TD
Todd Davock
Axiom Commercial Finance
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Patrick Neuman of Inside Brand Development is a member of XPX Nashville
Patrick Neuman
Inside Brand Development
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
White Horse Capital
CS
Carlos Sava
ProCFO Partners
ZT
Zachary Taylor
Blue Herring LLC
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
Garrett Sorensen of Marcum Wealth is a member of XPX Nashville
Garrett Sorensen
Marcum Wealth
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Jerry Woods of BusinessPulse, LLC is a member of XPX Nashville
Jerry Woods
BusinessPulse, LLC
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Tom Camp of Camp Corporate Law, LLC is a member of XPX Greater Boston
Tom Camp
Camp Corporate Law, LLC
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
TR
Ted Rosen
Akerman LLP
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory Kostiuk
StratEX Sales LLC
Terry Sutherland of Transforming Business Solutions is a member of XPX Nashville
Terry Sutherland
Transforming Business Solutions
Shelby Allmon of NOW CFO is a member of XPX Nashville
Shelby Allmon
NOW CFO
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
UBS Financial Services
Dustin Williamson of vcfo is a member of XPX Houston
Dustin Williamson
vcfo
JC
Jen Colby
Bernstein
DB
Dennis Buck
Grant Point Group
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
WP
William Passer
P3 Partners, Inc.
PH
Peter Ho
Brio360
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
SH
Shelli Howlett
Strategic Scaling - Business Scaling Method
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts