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  • Exit Planning Exchange
Exit Planning Exchange
Jan
11

XPX Members Only Cross-Chapter Power Networking (virtual)

Details

Date & Time

Thu, Jan 11th, 2024 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

92 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
James Bertram of Baynes Investment Council is a member of XPX Nashville
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Brent Eugenides of BE Financial LLC is a member of XPX Fairfield County
+87

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.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
James Bertram of Baynes Investment Council is a member of XPX Nashville
James Bertram
Baynes Investment Council
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville
Kelly Finnell
Executive Financial Services, Inc.
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Lisa Kaufman
Dinan Capital Advisors
Brent Eugenides of BE Financial LLC is a member of XPX Fairfield County
Brent Eugenides
hd vest
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Ahmadeus Technology
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
CB
Chuck Budd
Avidia Bank
KM
Kerry Meacham
Sales Xceleration
Patrick Neuman of Inside Brand Development is a member of XPX Nashville
Patrick Neuman
Inside Brand Development
RF
Ray Fernandez
Certified Public Accountant / Certified Financial Planner professional
Lane Rhodes of Live Oak Bank is a member of XPX Nashville
Lane Rhodes
Live Oak Bank
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
MD
Megan Daily
ArentFox Schiff LLP
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
VS
Vipin Singh
Murphy Business Sales - Edison Office
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Terry Sutherland of Transforming Business Solutions is a member of XPX Nashville
Terry Sutherland
Transforming Business Solutions
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
CP
Christopher Pumo
Skyline Analytics, LLC
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
Colleen Migl of Quadros Migl & Crosby PLLC is a member of XPX Houston
Colleen Migl
Quadros Migl & Crosby PLLC
Matthew McFarlane of Quadros Migl & Crosby is a member of XPX Houston
Matthew McFarlane
Quadros Migl & Crosby
Drew Rossi of Oppenheimer is a member of XPX DC Metro
Drew Rossi
Oppenheimer
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Floyd Advisory LLC
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Four Springs Capital
Christopher Hammond of Alliant Capital Advisors is a member of XPX Nashville
Chris Hammond
Alliant Capital Advisors
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Dallas
Kelly Finnell
Executive Financial Services, Inc.
CC
Cory Cox
Business Propulsion Partners
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
LH
Lloyd Huie
Liberty Bank
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
WM
William Murray
MPI
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
JK
Jeffrey Kates
The Founders Group
Derek Crevello of MSouth Capital is a member of XPX Atlanta
Derek Crevello
MSouth Capital
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
CB
Candace Benzel
Merrill Lynch
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
JR
Jr Romano
TrinityPoint Wealth
AM
Arlene Martin
Huntington Bank
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
Wade Privett of Sonata Bank is a member of XPX Nashville
Wade Privett
Sonata Bank
RC
Rick Clemon
Clemon Consulting
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NORTHBRIDGE BUSINESS ADVISORS
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
SW
Sarah Waterman
Wealthbuilder 1031
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Cpwa® Cima® Cexp Cfp® Salmon
Wooster Square Advisor, LLC
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert "bob" Happ
5-Point Solutions - Software & IT Services
JA
Jaime Arreola
Main Street Capital
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
MS
Michael Schodrof
UBS
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
ZT
Zachary Taylor
Blue Herring LLC
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
City National Bank
Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
Hy Vaupen
Vaupen Financial Advisors, LLC
WW
William Wu
Expense Reduction Analysts
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Peter Cooper
B10 Capital
IW
Ian Wetherell
Principal Asset Management
Brandon Miller of Three Twenty-One Capital Partners is a member of XPX Maryland
Brandon Miller
Three Twenty-One Capital Partners
GL
Geoff Long
Holland & Knight
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
NJ
Nate Jordan
Small Business Development Center
JH
Jennifer Herbst
Paro
DB
David Birnbaum
Morgan Stanley
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
David Weinstein of EOS Worldwide is a member of XPX Nashville
David Weinstein
EOS Worldwide
BN
Berk Nowak
Brown Advisory