XPX Next 2025

Join Us for XPX Next 2025 on Tuesday, July 15th!

XPX Global is excited to invite members and guests to our annual national (virtual) conference for the 3rd year in a row. Get ready for a half-day gathering of top minds and trusted collaborators from across the XPX network.

This dynamic half day event will feature: 

1:00 - 1:30 pm State of the Middle Market with Kim Roseler, National Center for the Middle Market. A data-driven look at the trends shaping our clients’ world.

1:30 - 2:00 pm  Economic and Investment Outlook, Jeffrey Mortimer, Chief Investment Officer at ELYXIUM. Insights to inform advisory strategies and client planning.

2:00 - 2:20 pm Power Networking Breakout Sessions: What's in the Future for your Practice?

2:20 - 2:30 pm Community Updates from XPX Global Team: Where is XPX headed next?

2:30 - 2:50 pm  John Leonetti, The International Exit Planning Association 

2:50 - 3:20 pm   XPX Member Collaboration Stories. Real-world success stories from across our chapters. 

3:50 - 4:20 pm Value Building 

4:20 - 4:50 pm  Power Networking Breakout Sessions: Jumpstarting New Collaborations

4:50 -5:00 pm Closing Remarks from XPX Global Executive Director, Mike Oleksak

Whether you’re an XPX member or looking to join our community, this conference is your opportunity to connect and learn with other peers committed to helping private companies build and transition value. So, Mark your calendar for July 15 and stay tuned for the full agenda. We look forward to seeing you online!

Sponsorships available for XPX Next 2025. Please contact Executive Director, Mike Oleksak at mike@exitplanningexchange.com for more info.