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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Mar
19

XPX Charlotte: Creating Client Value with AI Resources

Details

Date & Time

Wed, Mar 19th, 2025 ⋅ 3:30pm - 5:00pm (EDT)

Location

Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

46 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
LL
BG
Jeff Cline of BGW CPA is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
+41

A panel of members and curated experts to help determine when, how, and why AI strategies could be of benefit to small to mid-market businesses.

And, as usual, we will continue the community building via our social hour immediately following the event.

Facilitator:


Michelle Fritsch

PharmD, BCGP

Panelist:


Tom Bixby

CEO
EvaluSys, LLC



William McKee

Managing Partner
Knowmad Digital Marketing


Agenda:

3:30 Social and Check-In
4:00 pm – 5:00 pm Programming

Educational Event Pricing:

No fee for XPX Charlotte members and first-time guests. However, Registration is required for headcount purposes.

(Member referral is required- members (not guest) must email angie@exitplanningexchange.com to register their guest).   

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
LL
Lena Lee
Baucom Claytor
BG
Bruce Gresham
Applied Vision Works
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
Burchette & Associates, Inc.
RP
Roy Pelkey
EOS Worldwide
KD
Kurt Dyck
Avance Accounting, LLC
PS
Paul Solitario
Bray Ventures, LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
JC
Jeff Casey
CG Financial
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
CB
Clay Bruin​​​​
Scott Insurance
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Bishop Beall of Five Stones Advisors LLC (Sales Xceleration) is a member of XPX Charlotte
Bishop Beall
Five Stones Advisors LLC (Sales Xceleration)
BS
Brian Steen
Steen Valuation Group, LLC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
SP
Shay Prosser
North 12 Partners
DK
Diona Kidd
Knowmad Digital Marketing
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
Schooley Mitchell
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
AB
Aly Booke
JL
John Log
Stewart Law
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
JM
Jason Mayo
PB
Paul Blanchette
Nerds to Go
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
GG
Grant Gens
FinTeam Business Consulting
CK
Cindy Kennedy
Bryan Cave Leighton Paisner LLP
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
EE
Erika Erlenbach
Summit Law
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales