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  • Exit Planning Exchange
Exit Planning Exchange
Jun
20

XPX Fairfield County CT - Collaboration Workshop

Details

Date & Time

Thu, Jun 20th, 2024 ⋅ 8:00am - 10:00am (EDT)

Location

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Tickets

Connecticut & Tri-State Level Members
$0.00
Non-Members Regular Fee
$85.00
Non-Members Walk-In/Same Day Registration Fee
$95.00
XPX Network Regular Fee
$75.00
XPX Network Same Day/Walk-In Fee
$85.00
Guests

Registrants

26 people attended
BF
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
Jason Correia of CLA is a member of XPX Tri-State
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
+21

The core mission of XPX is to build a collaborative ecosystem. Let’s sharpen our collaboration and referral skills in an interactive workshop where we will engage, discuss, and explore ideas to enhance opportunities to work together. We will work together to tackle the following questions:

  • What makes for a successful collaboration?
  • Where do most of your referrals come from?
  • What are the barriers to members referring/collaborating more?
  • What is a scenario of when you should be brought in?
  • What is one idea to share/improve collaboration efforts?


Registration Fees:

CT & Tri-State Members & Tri-State Level Members -FREE.  There is no charge for this event but registration is required for headcount purposes. 

XPX Network Regular Fee - $75.00
XPX Network Walk-In Fee - $85.00

Non-member Regular Fee-$85.00
Non-Member Walk-in/Same Day Registration - $95.00

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.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
BF
Brian Fischer
Day Pitney LLP
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
DA
Dave Altman
Bernstein Global Wealth Management
RJ
Roy Johnson
Touchstone Advisors
SC
Steven Crowley
CFO Consulting Partners, LLC
JL
Jason Liu
General Network
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
TP
Thomas Pretty
TD Bank
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
HK
Howard Klein
Citrin Cooperman
NC
Nathan Collins
Raymond James
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital of B. Riley
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
JH
Jon Horwitz
HR Insights Consulting
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
FR
Fred Rubin
Sandhopper LLC
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
ZS
Zak Smith
I. M. Financial
RA
Rick Allen
Great Hill Advisors
Kevin Murray of Business Seller Center is a member of XPX Tri-State
Kevin Murray
Business Seller Center