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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jan
16

XPX Atlanta - State of the Small Business Market in the Southeast

Details

Date & Time

Tue, Jan 16th, 2024 ⋅ 11:00am - 1:00pm (EDT)

Location

The Buckhead Club - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326

Tickets

Atlanta Members
$35.00
Atlanta Sponsor
$0.00
Drawing winner
$0.00
Non-Member
$50.00
Other Chapter XPX Member
$40.00
Sponsor Guest
$0.00
Guests

Registrants

76 people attended
Gabrielle Mills of Sourced. is a member of XPX Atlanta
David Shavzin of The Value Track is a member of XPX Atlanta
SH
Alan Kemper of LEAD Advisors is a member of XPX Atlanta
+71

An Economic Update from the Atlanta Federal Reserve.

What’s going on out there? Join us as we kick off the year with Jon Willis, a Vice President and Senior Economist in the Research Department at the Federal Reserve Bank of Atlanta. Jon has a great presentation planned for us, and is covering the following topics:

● Quick overview of the National economy
● Deep dive into the economy of the Southeast and specifically Atlanta
● Insights into the current labor market
● What the Fed has been working on
● Interest Rates and where they are going
● The transitioning of businesses owned by Baby Boomers
● Investments coming from the Fed and how that will impact Georgia

The standard format is going out the window in January to make way for Jon’s updates and what we expect to be a lively, and lengthy, open Q&A.

Why Join Us?

● Get insights into what is really happening on the ground and what the experts are preparing for in advising clients
● Meet and truly engage with a broad range of professionals.
● Identify resources and pathways to help your clients.
● Enjoy a half hour of open networking (11:00 AM – 11:30 AM)
● Gain an appreciation of the power of the XPX Advisor Principles!


Guest Speaker:


Jonathan (Jon) Willis
Vice President and Senior Economist
Federal Reserve Bank of Atlanta

Jon Willis is a vice president and senior economist in the Research Department at the Federal Reserve Bank of Atlanta. He leads the policy and survey teams and serves as a monetary policy adviser.

Willis's research focuses on labor market dynamics over the business cycle and the relationship between the price-setting behavior of firms and inflation dynamics. His work has been published in journals such as the American Economic Review, the Journal of Monetary Economics, and the International Economic Review.

Before he joined the Federal Reserve Bank of Atlanta in 2020, Willis served as vice president and senior research and policy advisor at the Federal Reserve Bank of Kansas City. He joined the Kansas City Fed in 2000. He also served as a visiting assistant professor at the University of Texas at Austin in 2004 and 2005.

Willis has a bachelor's degree in economics from Grinnell College and a doctoral degree in economics from Boston University. 


AGENDA:

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

Registration Fees:  

Atlanta Members (In-Person) $35.00
Non-Member (In-Person) $50.00
Other Chapter XPX Member (In-Person) $40.00

Guests may self-park or valet, either way it is included in the fee.


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.

Other upcoming events, click on the link below for information and to sign up.

  • https://www.exitplanningexchange.com/atlanta/events/

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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.
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Sourced.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
SH
Samantha Holowka
Northwestern Mutual
Alan Kemper of LEAD Advisors is a member of XPX Atlanta
Alan Kemper
LEAD Advisors
JM
Jen Miller
Coastal States Bank
EB
Eric Bogen
Brumby Advisory
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta
Sara Burden
Walden Businesses, Inc.
IA
Isobo Amaso
SignatureFD
John Noyd of B2B CFO is a member of XPX Atlanta
John Noyd
B2B CFO
CF
Christopher Fagan
Moore Colson
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
Ridgeline Coaching
JD
Josh Dukelow
Community Foundation for Greater Atlanta
LV
Leah Veloce
Outsourced Accounting Solutions
GM
Gina Miller
Bennett Thrasher
DP
Dan Perez
Illuminare Management
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
David Wright of Consilium is a member of XPX Atlanta
David Wright
consilium
JP
John Phillips
Walden Businesses, Inc.
Jane Gentry of JaneGentry & Company is a member of XPX Atlanta
Jane Gentry
JaneGentry & Company
ER
Elizabeth Richardson
consilium
PL
Pierce Loescher
consilium
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
Matt Losanno of Cinder Wealth Advisors is a member of XPX Atlanta
Matt Losanno
North GA Business Coach
BS
Ben Sullivan
Bank of America
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Gerardo Kerik of Imagino Group LLC is a member of XPX
Gerardo Kerik
Imagino Group LLC
BG
Ben Gibson
JP Morgan Chase
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John Charleston
Murphy Business Sales
Mitch Poole of SeatonHill Partners is a member of XPX Atlanta
Mitch Poole
SeatonHill Partners
Will Lee of Applied Economics is a member of XPX Atlanta
Will Lee
Applied Economics
Derek Crevello of MSouth Capital is a member of XPX Atlanta
Derek Crevello
MSouth Capital
LW
Lewis Walker
Life Transitions Advisors, LLC
CT
Chris Turley
Bankpak
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
CC
Cory Cox
Business Propulsion Partners
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
JW
Jon Willis
Federal Reserve Bank of Atlanta
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
Lyle Newkirk
SeatonHill Partners
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
TH
Tracy Herter
Sofer Advisors
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert Douglass
Corbet Capital Advisors
Carl Nicpon of Marsh Creek is a member of XPX Atlanta
Carl Nicpon
Marsh Creek
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
Rob Margeton of Ryco Advisors, LLC is a member of XPX Atlanta
Rob Margeton
Ryco Advisors, LLC
BP
Bennett Power
Arthur J. Gallagher
HM
Hugh Massie
DNA Behavior
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
Neri Capital Partners
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Geoff Gober of West Paces Advisors is a member of XPX Atlanta
Geoff Gober
West Paces Advisors
AC
Andrew Crews
West Paces Advisors
Don Bollmer of B2B CFO is a member of XPX Atlanta
Don Bollmer
B2B CFO
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein Private Wealth Management
AS
Amanda Smith
First Citizens
JW
Joseph Wargo
Summerfield Mortgage, LLC
PD
Paul Dubsky
Pinnacle M&A Advisors, LLC
JH
Jamie Henkemeyer
CLA
RR
Robert Clu Rosner
Robert M Rosner, LLC
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
MF
Matt Fredenberg
Family Care of Georgia
DM
David Mills
Morgan Stanley
KW
Kyle Wishing
PCE Investment Bankers
Mark Parker of BIP Wealth is a member of XPX Atlanta
Mark Parker
BIP Wealth
BW
Brevin White
BIP Wealth
Marie Davis of Georgia Center For Employee Ownership (GACEO) is a member of XPX
Marie Davis
Georgia Center For Employee Ownership (GACEO)
MQ
Maria Qian
One Stop Recycling
AT
Adam Tolliver
Artisan Financial Strategies LLC
CW
Christian Williams
Carr, Riggs & Ingram, LLC
JW
James Williams Jr.
Next Level Financial
LM
Leon Morales
DNA Behavior
SG
Srdjan Gavrilovic
First Citizens Bank