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  • Exit Planning Exchange
Exit Planning Exchange
Sep
26

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Details

Date & Time

Thu, Sep 26th, 2024 â‹… 4:55pm - 6:00pm (EDT)

Location

Virtual - you'll receive Swapcard info to access the program

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

52 people attended
LM
DB
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Will Spokes of Work Wonder is a member of XPX Triangle
Leighton Liles of Baird is a member of XPX Nashville
+47

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.

Exciting news! Our Cross-Chapter Power Networking sessions are now hosted on Swapcard, an event technology platform that allows attendees to engage before, during and after the event. Registration is required. First-time users will receive a Swapcard invite link closer to the event date. Within the platform, there will be a Live Session tab that will take you directly to the session on Zoom.

Here's how the Power Networking works:

  • Join the Zoom session promptly by clicking on the Live Session in Zoom tab (pictured below) on the Cross-Chapter community homepage of Swapcard. 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!

Important note for members who are first-time users of Swapcard: Please register by Tuesday, September 24th in order to be added to the Swapcard platform the day before the program. 

Registration Fee: $15.00

Event registration will close 1 hour to start time. 

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
LM
Lowell Mora
Impact CFO, LLC
DB
David Birnbaum
Morgan Stanley
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Will Spokes of Work Wonder is a member of XPX Triangle
Will Spokes
Work Wonder
Leighton Liles of Baird is a member of XPX Nashville
Leighton Liles
Baird
VS
Vipin Singh
Murphy Business Sales - Edison Office
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Daya Naef of The Success Partner is a member of XPX DC Metro
Daya Naef
The Success Partner
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Jensen Law Firm LLC
GH
George Haytko
Haytko & Associates
Colleen Migl of Quadros Migl & Crosby PLLC is a member of XPX Houston
Colleen Migl
Quadros Migl & Crosby PLLC
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
Bishop Beall of Five Stones Advisors LLC (Sales Xceleration) is a member of XPX Charlotte
Bishop Beall
Five Stones Advisors LLC (Sales Xceleration)
Robin Sturgis of infoFluency is a member of XPX Houston
Robin Sturgis
infoFluency
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
SR
Stephan Ramerini
COMPEL CEOs
Samuel Diaz of Excellence Attained, LLC is a member of XPX Houston
Samuel Diaz
EOS Worldwide
PA
Patti Anderson
First National Bank Small Business Finance
Christopher O'Dekirk of Concierge Capital Advisory is a member of XPX Atlanta
Christopher O'Dekirk
Concierge Capital Advisory
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
JB
Jarrod Barraza
Horne Capital
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOPPlus: Schatz Brown Glassman LLP
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Daniel Luu of SURE CDFI is a member of XPX Houston
Daniel Luu
SURE CDFI
John Kozey of Onshore Funding is a member of XPX Long Island
John Kozey
Onshore Funding
JF
Joan Fujita
Accuity LLP
Mike Kintz of Wingman Payments is a member of XPX
Mike Kintz
Wingman Payments
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Jane Sommers-Kelly
JSK Leadership
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
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
Robert Crapsey of Trivest Partners is a member of XPX Miami
Robert Crapsey
Trivest Partners
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Jen Thompson of ALKMY Advisors is a member of XPX Denver
Jen Thompson
ALKMY Advisors
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
TH
Tony Hill
Trivest Partners
Monika Pelz of Securieon Group is a member of XPX Northern California
Monika Pelz
Moss Adams
Kevin Jones of Bernstein Private Wealth is a member of XPX Denver
Kevin Jones
Bernstein Private Wealth
AC
Anil Chandy
Northern Trust
Edwards Holliday of Atlantic Leadership Group is a member of XPX Maryland
Edwards Holliday
Atlantic Leadership Group
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
ML
Mac Lothrop
Trivest Partners
SH
Sarah Hammer
Trivest
MO
Michael O'Malley
Goodsill