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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jan
27

XPX Members-Only Cross-Chapter Power Networking (networking led by IAMX, virtual)

Details

Date & Time

Tue, Jan 27th, 2026 ⋅ 4:00pm - 5:15pm (EST)

Location

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

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

64 people attended
PC
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Len Bruskiewitz of Greater Heights Coaching is a member of XPX Greater Boston
Jeff Stinson of Revelate Advisory is a member of XPX Cleveland
Rick Drumm of Peak Leadership Teams, LLC is a member of XPX Hartford
+59

PLEASE NOTE: PROGRAM BEGINS AT 4PM EASTERN TIME. 

REGISTRATION CLOSES 1 HOUR BEFORE START TIME.



Cross-Chapter Power Networking is a great way to meet other XPX members across the country. We're excited to announce that XPX Advisor Resource Center member, Karen Tax, Founder & CEO of IAMX, will be leading our January program. 

The networking breakouts will focus on the quiet leadership killer of enterprise value: when founders get stuck in reactivity and become bottlenecks in their own companies.

IAMX has cracked the code on shifting from leadership that creates dependency to leadership that unlocks capacity—without adding unnecessary systems or infrastructure.

Karen has spent 25+ years coaching executives through this exact transition—working with 50+ CXOs, transforming 11 company cultures, and supporting one client's scale from $300K to $40M in fundraising.

Cross-Chapter Power Networking is 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 program on Zoom.

Here's how the Power Networking works:

  • Join the event promptly by clicking on the Live Session in Zoom tab (pictured below) on the Cross-Chapter community homepage of Swapcard. 


  • During the program, our Global team will organize three rounds of approximately 15-minute breakout rounds
  • For each breakout round, you'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour)

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 Monday, January 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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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
PC
Paul Chase
Off-Ramp Advisors LLC
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
Len Bruskiewitz of Greater Heights Coaching is a member of XPX Greater Boston
Len Bruskiewitz
Greater Heights Coaching
Jeff Stinson of Revelate Advisory is a member of XPX Cleveland
Jeff Stinson
Revelate Advisory
Rick Drumm of Peak Leadership Teams, LLC is a member of XPX Hartford
Rick Drumm
Peak Leadership Teams, LLC
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
Karen Tax of IAMX is a member of XPX Triangle
Karen Tax
IAMX
SL
Shawn Lally
BizPayPros
RA
Ryan Anderson
Morgan Stanley
Bill Osterhout of WG Consulting, LLC is a member of XPX Houston
Bill Osterhout
WG Consulting, LLC
Rhonda Rosen of SeatonHill is a member of XPX New Jersey
Rhonda Rosen
SeatonHill
Marie Askew of Live Oak Bank is a member of XPX Northern California
Marie Askew
Live Oak Bank
JH
Jay Hochheiser
Hochheiser Deutsch Wealth Management
Doug Gray of Action Learning Associates is a member of XPX Nashville
Doug Gray
Action Learning Associates
Augusto Martinez of Freedom Strategy LLC - Outsourced CFO Services & Analytics is a member of XPX Maryland
Augusto Martinez
Freedom Strategy LLC - Outsourced CFO Services, Analytics, Metrics based compensation
JH
Jennifer Herbst
Trusted Associates
JJ
Jason Jimenez
IMD Insurance & Financial Services
RB
Roger Burks
WG Consulting
Mary Fazio of Morgan Stanley is a member of XPX Atlanta
Mary Fazio
Morgan Stanley
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
Mary Adams of Insights7 is a member of XPX Advisor
Mary Adams
Insights7
NT
Nate Thompson
Triumphant Transition Partners
MB
Mike Bowden
Bay Farm Advisory
Stacy Deru of 414 Capital is a member of XPX Nashville
Stacy Deru
Opus Strategy Group
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
AK
Alex Khalarian
Fox Rothschild LLP
CC
Charles Clark
OceanFirst Bank
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Drew Bringhurst of Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants) is a member of XPX Nashville
Drew Bringhurst
Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Jeff Weingrad of Incite Business Partners is a member of XPX Triangle
Jeff Weingrad
Incite Business Partners
Susan Kite of First Women's Bank is a member of XPX Atlanta
Susan Kite
First Women's Bank
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOP Plus LLC
AC
Anthony Chwastyk
Cohen Seglias Pallas Greenhall & Furman, P.C.
MD
Mary Dombrowski
Strategic Inflection Advisory Inc.
Louis Bernardi of BritePath aka Group Planners Inc is a member of XPX Tri-State
Louis Bernardi
BritePath aka Group Planners Inc
MS
Melisa Silverman
Avenue M Advisors, Inc.
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Pete Cooper
B10 Capital and B10 Energy
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
The 2326 Group, LLC
Jeff Peduto of The ERA Group is a member of XPX Connecticut
Jeff Peduto
The ERA Group
Jürgen Bank of Juba Consulting LLC is a member of XPX Philadelphia
Jürgen Bank
FoundrsFuel
TD
Todd Davock
Carandsea3, LLC
Eric Togneri of What Is My Biz Worth is a member of XPX
Eric Togneri
What Is My Biz Worth
Craig Field of Ryan Geer Field & Rhodes PLLC is a member of XPX Charlotte
Craig Field
Ryan Geer Field & Rhodes PLLC
PC
Peter Colgan
Merritt Healthcare Advisors
Ryan Gardner of Gardner Firm PLLC is a member of XPX Dallas
Ryan Gardner
Gardner Firm PLLC
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
JP
Jessie Pyne
The Pyne Group, LLC
Judy Wilks of Steadfast Ventures, LLC is a member of XPX Greater Boston
Judy Wilks
Steadfast Ventures, LLC
AB
Alexander Brokhin
Imperial
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
JB
Jake Biedenback
JP Morgan Private Bank
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions