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  • Exit Planning Exchange
Exit Planning Exchange
Jun
05

National All-Hands Leadership Collaborative Meeting

Details

Date & Time

Thu, Jun 5th, 2025 â‹… 4:00pm - 5:30pm (EDT)

Location

VIRTUAL beginning at 4 PM EDT

Tickets

I'll log in remotely
$0.00
Guests

Registrants

33 people attended
Darren Kanthal of The Kanthal Group is a member of XPX Denver
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Coach Joe Noonan of Inside EDGE Consulting/Coaching, Inc. is a member of XPX Atlanta
Michael Stier of FocusCFO is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
+28



Our Leadership Collaborative is a powerful way that we learn from each other and advance the mission of our organization.  The XPX Global team also uses these meetings to discuss the best shared solutions for our community. Please attend and ensure your voice is heard. 

THIS MEETING IS FOR ALL LEADERS!

The feedback from our first-ever virtual all-hands meeting in late January was overwhelmingly in support of the all-hands format. We'll continue refining the model and meeting every four months.  The agenda will include:

4 - 4:20 ET:  General Session 

  • Quick updates from the XPX network
  • New FAQs on website
  • Enhancements to Leadership Collaborative site
  • XPX Next including our exciting XPX Collaboration Stories project

4:20 - 5:15 ET:  Committee Breakouts :

  • Focused discussions with fellow leaders 
  • Sessions will be available for: Presidents, Events, Membership, Sponsorship, and Communications   

5:15 - 5:30 ET: Flash Summaries and Wrap-up

MEETING STARTS PROMPTLY AT 4 PM ET, FEEL FREE TO LOG IN EARLY

Hope to see you there! 

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Darren Kanthal of The Kanthal Group is a member of XPX Denver
Darren Kanthal
The Kanthal Group
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital
Coach Joe Noonan of Inside EDGE Consulting/Coaching, Inc. is a member of XPX Atlanta
Coach Joe Noonan
Inside EDGE Consulting/Coaching, Inc.
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
Rich Hall of Rich Hall Group is a member of XPX Houston
Rich Hall
Rich Hall Group
WC
William Cornelius
M&T Bank
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
Mary Adams of XPX Global is a member of XPX
Mary Adams
XPX Global
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Craig Danforth of Bernstein Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
MB
Molly Brown
Hahn Loeser & Parks LLP
Linda Olejko of LMO Consulting is a member of XPX Cleveland
Linda Olejko
LMO Consulting
Ann Williams of JP Morgan Private Bank is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Jeff Armacost of Whole Brain Brands is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
Elliot Hershik of Supporting Strategies|Chicago Far West Suburbs is a member of XPX Chicago
Elliot Hershik
Supporting Strategies|Chicago Far West Suburbs
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory Kostiuk
StratEX Sales LLC
JH
Jennifer Herbst
Trusted Associates
Melissa Nye of Petra Coach is a member of XPX Nashville
Melissa Nye
Petra Coach
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
Nathan Klatt
Rockport Investment Partners
Gordon Adelsberg of Adelsberg Consulting is a member of XPX Miami
Gordon Adelsberg
Adelsberg Consulting
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
Michael Peden of Calvetti Ferguson is a member of XPX Nashville
Michael Peden
Calvetti Ferguson