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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Mar
14

XPX Members Only Cross-Chapter Power Networking (virtual)

Details

Date & Time

Thu, Mar 14th, 2024 â‹… 9:55am - 11:00am (EDT)

Location

Virtual - you'll receive login info upon registration

Tickets

XPX Members
$15.00
Guests

Registrants

40 people attended
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
JR
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Dan Kaplan of SMC Data Systems is a member of XPX New York
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
+35

XPX Members rely on each other for advice and connections. This program helps spark virtual conversations more broadly across our full network. This program is a supplement to your local XPX Chapter programming. 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.

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.

Effective this month, we are implementing a small fee for this valuable members-only benefit. You'll meet members from across our 20-chapter community. Pricing each month will depend on the type and depth of the networking program. This month's fee will be $15.00 (like most XPX event fees, refundable with 72-hour notice). This is part of a process to continue to build greater and greater value in our cross-chapter opportunities. We welcome your participation and feedback.

XPX Global, LLC


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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.
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
JR
Jr Romano
TrinityPoint Wealth
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Citizens Bank
AT
Adam Tolliver
Artisan Financial Strategies LLC
PK
Paul Khazansky
Cascade Capital
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
ZT
Zachary Taylor
Blue Herring LLC
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Dallas
Kelly Finnell
Executive Financial Services, Inc.
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
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Lisa Kaufman
Dinan Capital Advisors
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Ahmadeus Technology
Bill King CM&AA of Velocity SBA is a member of XPX Dallas
Bill King Cm&aa
Velocity SBA
Stacy Deru of 414 Capital is a member of XPX Nashville
Stacy Deru
414 Capital
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana Gorzeck
Weiss Serota Helfman Cole + Bierman
Peter Marengo of Charter Oak Financial is a member of XPX Fairfield County
Peter Marengo
Charter Oak Financial
AQ
Anabel Quintero
MV Financial
JM
Jana Minifie
Texas State
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Craig Cook of Equitas Strategic Partners is a member of XPX Nashville
Craig Cook
Equitas Strategic Partners
Mark Norris of Compass Business Coaching is a member of XPX Atlanta
Mark Norris
Compass Business Coaching
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
DBD Investment Bank
TE
Terry Ellis
StrateZone, Inc.
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn Solomon
Offit Kurman, P. A.
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
Ridgeline Coaching
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
BayState Business Brokers
BK
Brad Kayton
CFO Center
Matthew McFarlane of Quadros Migl & Crosby is a member of XPX Houston
Matthew McFarlane
Quadros Migl & Crosby
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Mark Lund of UpLift Profits is a member of XPX New Jersey
Mark Lund
UpLift Profits
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
ERA Group
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
James Bertram of Baynes Investment Council is a member of XPX Nashville
James Bertram
Baynes Investment Council