• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Oct
21

NEW FORMAT: XPX Members Only Cross-Chapter Power Networking (led by EvaluSys)

Details

Date & Time

Tue, Oct 21st, 2025 â‹… 4:30pm - 6:00pm (EST)

Location

Virtual - you'll receive Swapcard info to access the program

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

54 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Ryan Gardner of Gardner Firm PLLC is a member of XPX Dallas
+49

Since its inception, XPX Cross-Chapter Networking has offered members an opportunity to meet talented professionals from across the U.S.  Regrettably, the common Zoom breakout group networking format has allowed small groups to hear little more than each other's 30-second commercials, oelevator pitch, offering only a surface-level understanding of their background and services.

Wouldn't it be great to not just hear someone's prepared sales pitch but to get a chance to learn how someone thinks?  How they communicate?  Not just what they know but how they put that knowledge to work?  How they might collaborate as part of a team?

Over the past year, we've experimented with having XPX Advisor Resource Center (ARC) sponsors develop questions for discussion in networking breakouts.  This has been well received, and in many cases members report having learned useful information through those discussions.  Unfortunately, that learning was limited to members of individual breakout groups and that information was not able to be captured and shared across all networking participants and the XPX community as a whole.

For our October session, we're experimenting with a NEW FORMAT for cross-chapter networking events.  This new model features:

  • Expanded 90 minute program (4:30-6:00 pm Eastern Time).
  • Two discussion topics thoughtfully designed by the Advisor Resource Center sponsor, Tom Bixby, CEO of EvaluSys.
  • Two 20-minute breakout sessions with group leaders assigned randomly by Cheryl Centeno.  Group leaders will ensure quick introductions for newcomers followed by engaging discussion of the assigned topic.
  • Two 10-minute insight sharing sessions moderated by Tom, asking group leaders to recap key discussion points from their individual groups.  
  • The event sponsor will plan to summarize all the learnings in a Knowledge Exchange article to be highlighted in the next monthly XPX Newsletter.

How to join the program on October 21:

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. 



Important note for members who are first-time users of Swapcard: Please register by Monday, October 20th 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. 

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2025 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2025 XPX Global LLC. All Rights Reserved.

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
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Ryan Gardner of Gardner Firm PLLC is a member of XPX Dallas
Ryan Gardner
Gardner Firm PLLC
AV
Aksana Vasilyeva
JP Morgan Chase Bank, N.A.
Anthony Lugo of Mercer Advisors is a member of XPX Northern California
Anthony Lugo
Mercer Advisors
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Justine Perdomo of Valent Wealth is a member of XPX Tri-State
Justine Perdomo
Valent Wealth
MG
Matt Grohocki
Gateway Financial Partners
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
ET
Eric Togneri
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
JS
John Sweeney
Offit Kurman, P.C.
Patrick Johnston of Murphy Business Sales - Texas Region is a member of XPX Houston
Patrick Johnston
Murphy Business Sales - Texas Region
Sam Bachstein of HCVT LLP is a member of XPX Phoenix
Sam Bachstein
HCVT LLP
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
SP
Shay Prosser
North 12 Partners
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Opportunity Capital
RB
Rudy Buel
RB Sales Solutions powered by Sales Xceleration
GK
Gordon Kimpel
FIRST FINANCIAL Group
Viktor Lobov of Meliora Advisory is a member of XPX Miami
Viktor Lobov
Meliora Advisory
Jarrad Holtze of The IEPA is a member of XPX
Jarrad Holtze
The IEPA
Jeff Weingrad of Incite Business Partners is a member of XPX Triangle
Jeff Weingrad
Incite Business Partners
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Mary Adams of Insights7 is a member of XPX Advisor
Mary Adams
Insights7
PC
Paul Chase
Off-Ramp Advisors LLC
Paul Plesser of Broadstreet Family Office is a member of XPX Long Island
Paul Plesser
Broadstreet Family Office
KW
Keith Wood
Skylight Financial Group
LB
Lynette Buitt
PeopleFirst M&A Partners
Rick Drumm of Peak Leadership Teams, LLC is a member of XPX Hartford
Rick Drumm
Peak Leadership Teams, LLC
PC
Paul Carleton
Carleton McKenna & Co LLC
Christopher Tasik of Tasik Financial Strategies is a member of XPX Nashville
Christopher Tasik
Tasik Financial Strategies
Khalif Nunnally-Rivera of ICA Group is a member of XPX New York
Khalif Nunnally-Rivera
ICA Group
MM
Michael McEntee
A. Neumann & Associates
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
Cheri Mazza of PKF O'Connor Davies is a member of XPX Fairfield County
Cheri Mazza
PKF O'Connor Davies
RF
Ray Fernandez
Exit Planning / Value Growth / M&A
SE
Stan Eigenbrodt
Frederic Dorwart, Lawyers PLLC
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
James Muraff of McDonald Hopkins LLC is a member of XPX Chicago
James Muraff
McDonald Hopkins LLC
TD
Todd Davock
Carandsea3, LLC
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
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
MB
Mike Bowden
Bay Farm Advisory
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
Kevin Krisowaty of Bernstein Private Wealth Management is a member of XPX Miami
Kevin Krisowaty
Bernstein Private Wealth Management
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group, Inc.
Laura Sandstrom of V3 Advisory, LLC is a member of XPX Cleveland
Laura Sandstrom
V3 Advisory, LLC
CM
Craig Martin
Global Team Impact