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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Dec
07

XPX Members Only Cross-Chapter Power Networking (virtual)

Details

Date & Time

Thu, Dec 7th, 2023 â‹… 9:50am - 11:00am (EDT)

Location

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

Tickets

Guests

Registrants

60 people attended
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
JR
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
+55

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.
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
Morewood Funding, LLC
JR
Jr Romano
TrinityPoint Wealth
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
Ridgeline Coaching
CM
Chris Moreno
Bernstein Private Wealth
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
JM
Jana Minifie
Texas State
JW
Jennifer Wright
Execuwright
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
RA
Raimundo Archibold Jr.
Schwartz Heslin Group
TB
Timothy Barrett
Timothy Barrett
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Lisa Kaufman
Dinan Capital Advisors
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
AD
Alexis Dowell
RISCH RESULTS
William Duguay of EOS Worldwide is a member of XPX Hartford
Bill Duguay
EOS Worldwide
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The FamilyBusiness
Matt Matthews of Old National Bank is a member of XPX Nashville
Matt Matthews
Regions Bank
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC WM
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
CS
Carlos Sava
ProCFO Partners
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Nancy Cailleteau Mills of WG Consulting is a member of XPX Houston
Nancy Mills
Lowenberg Consulting Group LLC
Ryan Seifert of Teric Technology LLC is a member of XPX Houston
Ryan Seifert
Teric Technology LLC
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
CP
Christopher Pumo
Skyline Analytics, LLC
Terry Sutherland of Transforming Business Solutions is a member of XPX Nashville
Terry Sutherland
Transforming Business Solutions
RY
Raffi Yardemian
Boston Sales Solutions
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
DK
David Krietzberg
Krietzberg Wealth Management
Steven Marin of SparkPPC is a member of XPX Charlotte
Steven Marin
Opus Strategic Partners
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
DBD Partners LLC
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
SH
Shelli Howlett
Strategic Scaling - Business Scaling Method
KM
Katya Meekins
Leonard J. Miller & Associates, Chartered
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Founder / Owner
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Sourced.
Keith Conway of CK Consulting is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Keith Conway
White Horse Capital
Michael Thornton of APEX Management Partners LLC is a member of XPX Houston
Michael Thornton
APEX Management Partners LLC
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
David Velez of First Citizens Bank is a member of XPX Houston
David Velez
44 Business Capital- A Division of Berkshire Bank
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Dallas
Kelly Finnell
Executive Financial Services, Inc.
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
BN
Berk Nowak
Brown Advisory
Luis Chaves of Pangea Financial Group is a member of XPX Houston
Luis Chaves
Pangea Financial Group