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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Mar
12

XPX Atlanta - Management, Leadership, and Culture

Details

Date & Time

Tue, Mar 12th, 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
TiE Board Member
$0.00
TiE Member
$40.00
Guests

Registrants

60 people attended
Rob Swartwood of consilium is a member of XPX Atlanta
David Wright of Consilium is a member of XPX Atlanta
Carl Nicpon of Marsh Creek is a member of XPX Atlanta
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Gerardo Kerik of Imagino Group LLC is a member of XPX
+55

Finding and training the next generation of leaders for succession.

Topics for discussion:

  • Benefits of Delegation, and giving up control
  • Building a cohesive leadership team
  • Retaining Key Leaders through a transition
  • HR or Operations Consultant
  • Leadership/Culture training consultant
  • Business owner coach/psychologist
  • Family Business/Industrial psychologist


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!


Moderator:


Barry Selvidge

Managing Director of Transaction Services
Neri Capital Partners

A veteran legal advisor and business executive, Barry directs Neri’s processes to mitigate risk and boost the number and value of successful transactions for its clients. Barry’s extensive M&A background, both as an attorney and a serial entrepreneur who founded, operated, and sold his own companies, provides him with a valuable “walked in your client’s shoes” perspective for managing business sales and serving Neri’s clients at the highest level. Respected as a creative dealmaker and savvy negotiator, Barry supports Neri's principals in guiding transactions to successful conclusions at maximum valuations. Barry is also a former Board Member and prior chair of the Events Committee of XPX Atlanta.

Panel: 


Gabrielle Mills
Co-Founder
Sourced

Gabrielle Mills founded Sourced. with a mission to support business owners and executives when scaling their businesses. Sourced. provides full-service back office solutions for accounting, human resources, administrative support, marketing, and talent acquisition.

In addition to being an entrepreneur, Gabrielle is a dedicated motivational speaker empowering other business leaders to guide their organizations through strong core values, authenticity, and fearlessness.


Steve Keck
President
Span The Chasm

Steve became the President for Span the Chasm in 2020. A proud Yellow Jacket graduate of Georgia Tech, for 17+ years Steve has been focused on helping sales professionals find their “unique voice” for effective results. Steve Keck is a Psychometric Assessment specialist; he brings individual personalities into “people data” that enhances an organization’s sales force.


Antoinette Griffin

Executive Leadership Coach, Trainer, Speaker
Griff Development, LLC

Antoinette Griffin of Griff Development is a John Maxwell certified leadership coach, speaker and DISC Consultant serving C-Suite and emerging leaders. She offers a customized Leadership Academy for companies to develop and equip their emerging and next generation leaders with practical skills around how to better lead and communicate.

Antoinette is an Instructor at University of Texas teaching a class for introverts, and is a Speaker Coach for TEDx Atlanta. Her YouTube channel helps introverts be better communicators, and extroverts better understand introverts.


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

TiE Member: $40.00
TiE Board Member: $0.00 (Limit one per month)


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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
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
Carl Nicpon of Marsh Creek is a member of XPX Atlanta
Carl Nicpon
Marsh Creek Advisors
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
Gerardo Kerik of Imagino Group LLC is a member of XPX
Gerardo Kerik
Imagino Group LLC
Jane Gentry of JaneGentry & Company is a member of XPX Atlanta
Jane Gentry
JaneGentry & Company
TH
Tracy Herter
Sofer Advisors
JW
Jennifer Wright
Execuwright
JD
Josh Dukelow
Community Foundation for Greater Atlanta
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
Derek Crevello of MSouth Capital is a member of XPX Atlanta
Derek Crevello
MSouth Capital
ET
Eric Togneri
Neri Capital Partners
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Sourced.
JM
Jen Miller
Coastal States Bank
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Neri Capital Partners
CS
Chrissy Strohmeyer
Sourced
JM
Jonathan McCoy
Lucid Leader
Mark Norris of Compass Business Coaching is a member of XPX Atlanta
Mark Norris
Compass Business Coaching
MS
Matt Sanna
Fifth Third Bank
SK
Steven Keck
Span The Chasm
PS
Peter Stewart
BNY Mellon
AG
Antoinette Griffin
Griff Development, LLC
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
Lyle Newkirk
SeatonHill Partners
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert Douglass
Corbet Capital Advisors
BB
Becca Bonacchi
Insperity
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Will Lee of Applied Economics is a member of XPX Atlanta
Will Lee
Applied Economics
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Alok Gupta of Loki Group, Inc. is a member of XPX Atlanta
Alok Gupta
Loki Group, Inc.
BK
Brad Kluesner
Edward Jones
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
JR
John Roughen
Bison Wealth LLC
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
JP
John Phillips
Walden Businesses, Inc.
IA
Isobo Amaso
SignatureFD
GM
Gina Miller
Bennett Thrasher
BW
Brevin White
BIP Wealth
Rob Margeton of Ryco Advisors, LLC is a member of XPX Atlanta
Rob Margeton
Ryco Advisors, LLC
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John Charleston
Murphy Business Sales
Jeff Brandon of Smith + Howard Wealth Management is a member of XPX
Jeff Brandon
Smith + Howard Wealth Management
Matt Losanno of Cinder Wealth Advisors is a member of XPX Atlanta
Matt Losanno
Navitas Wealth Advisors
Mitch Poole of SeatonHill Partners is a member of XPX Atlanta
Mitch Poole
SeatonHill Partners
RR
Robert Clu Rosner
Robert M. Rosner , LLC
Jeff Armacost of Brand Capital is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
RC
Rachelle Carmel
Bison Wealth
Alex Freeland of Merrill Lynch is a member of XPX Atlanta
Alex Freeland
Merrill Lynch
AT
Adam Tolliver
Artisan Financial Strategies LLC
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Lisa McGuire of Lisa McGuire, Business Growth Advisor is a member of XPX Atlanta
Lisa McGuire
Lisa McGuire, Business Growth Advisor
DC
Davaul Carter
Edward Jones
Amy Sulka of Sandler by Sales Sellutions360 is a member of XPX Atlanta
Amy Sulka
Sandler
JW
Joseph Wargo
Summerfield Mortgage, LLC
AK
Amy Kluesner
Barnes & Thornburg, LLP
Greg Silberman of Ritterband tax & Accounting Solutions LLC is a member of XPX Atlanta
Greg Silberman
Ritterband tax & Accounting Solutions LLC