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  • Exit Planning Exchange
Exit Planning Exchange
Mar
27

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

Details

Date & Time

Thu, Mar 27th, 2025 ⋅ 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

56 people attended
Michael Stier of FocusCFO is a member of XPX Charlotte
Melissa Nye of Petra Coach is a member of XPX Nashville
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
Rick Drumm of Peak Leadership Teams, LLC is a member of XPX Hartford
Mike Kintz of Wingman Payments is a member of XPX
+51

PLEASE NOTE: THE PROGAM BEGINS AT 5PM ET.

EVENT REGISTRATION WILL CLOSE 1 HOUR BEFORE START TIME. 


Cross-Chapter Power Networking is a great way to meet other XPX members across the country. For our March program, XPX Advisor Resource, FocusCFO's, Michael Stier (Area President), will be leading our networking sessions. Michael is also Vice President of XPX Charlotte.

Our Cross-Chapter Power Networking sessions are 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 Wednesday, March 26th 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.
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Melissa Nye of Petra Coach is a member of XPX Nashville
Melissa Nye
Petra Coach
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
Spellman Capital Strategies
Rick Drumm of Peak Leadership Teams, LLC is a member of XPX Hartford
Rick Drumm
Peak Leadership Teams, LLC
Mike Kintz of Wingman Payments is a member of XPX
Mike Kintz
Wingman Payments
NN
Nick Niemi
Sebold Capital Management
JG
John Grzymala
Family Office Advisory Services
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOP Plus LLC
Nancy Mills of Lowenberg Consulting Group LLC is a member of XPX Houston
Nancy Cailleteau Mills
Lowenberg Consulting Group LLC
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
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
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Louie Penalba of Penalba Pensions & Insurance is a member of XPX Miami
Louie Penalba
Penalba Pensions & Insurance
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
LM
Lowell Mora
Impact CFO, LLC
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Dave Key of Murphy Business and Financial is a member of XPX Houston
Dave Key
Murphy Business and Financial
BM
Billy Murphy
Dwyer Murphy Calvert LLP
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
AM
Arlene Martin
Busey Bank
Gregory Zak of Zak Human Solutions is a member of XPX Nashville
Gregory Zak
Zak Human Solutions
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Jim Gerberman of Corporate Finance Associates is a member of XPX Austin
Jim Gerberman
Corporate Finance Associates Worldwide
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Gregory Caruso of Art of Business Valuation / Harvest Business is a member of XPX Philadelphia
Gregory Caruso
Art of Business Valuation / Harvest Business Advisors
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
BL
Brendan Lund
Lathrop GPM
SR
Stephan Ramerini
COMPEL CEOs
Abba Poliakoff of Gordon Feinblatt LLC is a member of XPX Maryland
Abba Poliakoff
Gordon Feinblatt LLC
NK
Namita Kathuria
Morgan Stanley
SN
Steven Novotny
Icon Wealth Partners
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
TE
Terry Ellis
StrateZone, Inc.
WC
William Cornelius
M&T Bank
HJ
Heather Johnston
Maximus Partners, LLC
EP
Edward Papier
Amadeus Wealth Alternatives
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
SG
Steven Glasgow
Hub International Retirement and Wealth
Joe Belz of Carleton McKenna & Co. is a member of XPX Cleveland
Joe Belz
Carleton McKenna & Co.
Gregory Chin of CohnReznick LLP is a member of XPX Greater Boston
Gregory Chin
CohnReznick LLP
MM
Michael McEntee
A. Neumann & Associates
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Linda Olejko of LMO Consulting is a member of XPX Cleveland
Linda Olejko
LMO Consulting
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
SM
Steven Meyers
UBS Financial Services