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  • Exit Planning Exchange
Exit Planning Exchange
Oct
28

XPX Members Only Cross-Chapter Power Networking (networking led by Trivest Partners)

Details

Date & Time

Mon, Oct 28th, 2024 â‹… 3:55pm - 5:00pm (EDT)

Location

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

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

61 people attended
RA
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
EW
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
+56

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.

For this month's session, we are excited to have XPX Advisor Resource, Trivest Partners, leading our networking with ice breakers and insightful questions around private equity. Tony Hill (Principal) and Sarah Hammer (Director of Business Development) at Trivest, will be your hosts for each of the three breakout rounds. 

More 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 15-minute breakout (approx.) 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 Friday, October 25th 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.
RA
Raimundo Archibold Jr.
Schwartz Heslin Group
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
EW
Elizabeth Wolf
Bernstein Private Wealth Management
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Chuck DeLadurantey of Defined Benefit Partners is a member of XPX San Antonio
Chuck Deladurantey
Defined Benefit Partners
Robert Lake of Trebor Strategic Advisors Inc. is a member of XPX Triangle
Robert Lake
Focal Point Business Coaching
SG
Stephanie Gumm
Horizon Advisory Group
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
UBS
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
AB
Alex Biega
Wincove Private Holdings
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
James Hintz
HST Tax Advisory Group, LLLP
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
Dan Hinde of BACS is a member of XPX Northern California
Dan Hinde
BACS
TH
Tony Hill
Trivest Partners
SH
Sarah Hammer
Trivest
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
RS
Robert Schildkraut
Falcon Management LLC, Fractional CFO
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Robin Sturgis of infoFluency is a member of XPX Houston
Robin Sturgis
infoFluency
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Will Spokes of Work Wonder is a member of XPX Triangle
Will Spokes
Work Wonder
RL
Robert Look
Middlesex Savings Bank
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
JB
Jarrod Barraza
Horne Capital
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Robert Thomas
WithumSmith+Brown, PC
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Karin Gregory of Blue Highway Capital is a member of XPX Greater Boston
Karin Gregory
Blue Highway Capital
SG
Steven Glasgow
Janney Montgomery Scott
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
PA
Patti Anderson
First National Bank Small Business Finance
BN
Berk Nowak
Brown Advisory
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
Michael Fox of Zorro Capital, LLC is a member of XPX Cleveland
Michael Fox
Zorro Capital, LLC
Edwards Holliday of Atlantic Leadership Group is a member of XPX Maryland
Edwards Holliday
Atlantic Leadership Group
SK
Steven Keck
Span The Chasm
GH
George Haytko
Haytko & Associates
Joe Fernandez of Fendz Asset Management, Inc. is a member of XPX Miami
Joe Fernandez
Fendz Asset Management, Inc.
SH
Steven Hutchison
Walden Merger & Acquisitions
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Jim Gerberman of Corporate Finance Associates is a member of XPX Austin
Jim Gerberman
Corporate Finance Associates
TT
Tatiana Tsoir
Linza Advisors Inc.
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
AH
Adam Haft
Klehr Harrison Harvey Branzburg
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
ERA Group
JS
Justin Spears
Trivest Partners
Ted Richardson of Alrich & Assoc is a member of XPX Atlanta
Ted Richardson
Alrich & Assoc