XPX Greater Boston 2025 Summit
Date & Time
Location
Tickets
Registrants
XPX 2025 SUMMIT IS SOLD OUT!
Once again, we have been blown away by the enthusiasm people have for next week’s Summit! Unfortunately, we have reached full capacity for our space. As a result, we are no longer able to accept additional registrations or walk-ins on the day of the event.
We appreciate your understanding and encourage you to stay tuned for announcements about our next in-person event. We look forward to welcoming you then!
May 13, 2025
Nutter McClennen & Fish LLP, Boston MA
We are excited to announce that registration is open for the 2025 XPX Summit. Our pinnacle annual event is scheduled for May 13th, beginning at 11:30 am with lunch. With Nutter again serving as our gracious host, we have lined up an incredible group of speakers using a mix of session formats (e.g., fireside chats, "ted talk", panel, etc.). Program agenda and further information to follow soon.
Agenda:
Check In & Networking Lunch
11:30am - 12:30pm
Welcome and Introductions
12:30pm – 1:00pm
Session 1
1:00pm
“Views from Washington” Political Update
Session 2
1:45pm – 2:30pm
State of the M&A Market
Networking Break
2:30pm – 3:00pm
Session 3
3:00pm – 3:45pm
“How advisors can work together for better outcomes”
Session 4
3:45pm – 4:30pm
“How are advisors leveraging AI today?” TED Talk
Closing Speaker
4:30pm – 5:00pm
Economic Update
Sponsor: Mohamed Merola Private Wealth (JP Morgan)
Networking Reception
5:00pm – 7:00pm
Early Registration Fees (through 4/1/25):
XPX Greater Boston Chapter Members - $135.00
XPX Greater Boston Emerging Professionals Members- $110.00
XPX Chapter Network Members - $150.00
Non-Members - $160.00
Regular Registration Fees (4/2/25-5/12/25):
XPX Greater Boston Chapter Members - $150.00
XPX Greater Boston Emerging Professionals - $125.00
XPX Chapter Network Members - $165.00
Non-Members - $175.00
A $25.00 Same Day (5/13/25) will be applied to the above fees. Please register early.
No refunds or credits will be given for cancellations. This registration is not transferable to another individual - no substitutes please.
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