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  • Exit Planning Exchange
Exit Planning Exchange
Dec
17

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

Details

Date & Time

Tue, Dec 17th, 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

37 people attended
Fred Petito of Transworld Business Advisors is a member of XPX New Jersey
BK
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
JV
+32

Cross-Chapter Power Networking is a great way to meet other XPX members across the country. For this month's program, XPX Advisor Resource, Tom Bixby of EvaluSys, will be leading our networking with insightful questions to spark conversations around the topic of building business value. Tom is also a founding member and first chapter President of XPX Charlotte. 

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. We'll begin on the hour with a brief introduction before diving into the networking. 


  • During this one-hour program, our Global team will organize three rounds of 15-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)

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 Monday, December 16th 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.
Fred Petito of Transworld Business Advisors is a member of XPX New Jersey
Fred Petito
Exit Factor
BK
Brad Kayton
CFO Center
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
JV
Jim Vika
WesBanco
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Kelly Crug
Andersen
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
Stephan Ramerini of COMPEL CEOs is a member of XPX Tri-State
Stephan Ramerini
COMPEL CEOs
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Stacy Deru of Opus Strategy Group is a member of XPX Utah
Stacy Deru
Opus Strategy
Jeremy Bisceglia CFP® of Level Four Financial is a member of XPX Nashville
Jeremy Bisceglia Cfp®
Morgan Stanley
DO
Denise O'Neill
TAB The Alternative Board
SK
Steven Keck
Span The Chasm
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
Frank Thomas of The Effective Syndicate is a member of XPX Atlanta
Frank Thomas
The Effective Syndicate
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
EL
Eric Lawton
Impact Financial Wealth Management, LLC
Nicholas Suarez of J.P. Morgan Private Bank is a member of XPX Miami
Nicholas Suarez
J.P. Morgan Private Bank
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
Linda Olejko of Cleveland Private Trust Company is a member of XPX Cleveland
Linda Olejko
BNY Mellon
Melissa Nye of Petra Coach is a member of XPX Nashville
Melissa Nye
Petra Coach
John Kozey of Onshore Funding is a member of XPX Long Island
John Kozey
Onshore Funding
Kellee Johnson of The Ballast Group is a member of XPX Nashville
Kellee Johnson
The Ballast Group
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
era Group
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
Murphy Business Sales - Charlotte
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
TPY
SH
Sarah Hammer
Trivest
Joseph Wanta of Access One Inc. is a member of XPX Chicago
Joseph Wanta
Access One Inc.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity