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  • Exit Planning Exchange
Exit Planning Exchange
Feb
18

National All-Hands Leadership Collaborative Meeting

Details

Date & Time

Wed, Feb 18th, 2026 â‹… 4:00pm - 5:15pm (EDT)

Location

VIRTUAL beginning at 4 PM EDT

Tickets

I'll log in remotely
$0.00
Guests

Registrants

43 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
EW
BH
JH
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
+38



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 thse meetings to discuss the best shared solutions for our community. Please attend and ensure your voice is heard. 

THIS MEETING IS FOR ALL XPX LEADERS INCLUDING OUR EMERGING CHAPTERS!

Join us to share and learn from your peers:

4 - 4:15 ET:  General Session 

  • Recap of 2025 and comparative data across chapters
  • New leadership and membership training calendar
  • Preview of new Leadership Fundamentals training
  • New resources in the Leadership Collaborative 

4:15 - 5:00 ET:  Committee Breakouts 

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

5:00 - 5:15 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.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
EW
Elizabeth Wolf
Bernstein Private Wealth Management
BH
Bradley Hardy
Citizens Bank
JH
Jennifer Herbst
Trusted Associates
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
SC
Sri Chakravarty
Profitability Business Solutions
Eric Wulff of Wealth Enhancement is a member of XPX Cleveland
Eric Wulff
Wealth Enhancement
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Joe Fernandez of Fendz Asset Management, Inc. is a member of XPX Miami
Joe Fernandez
Fendz Asset Management, Inc.
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
MD
Mary Dombrowski
Strategic Inflection Advisory Inc.
Juan Ros of Forum Financial Management, LP is a member of XPX
Juan Ros
Forum Financial Management, LP
Juliet Peters of Framework Legal PLLC is a member of XPX Phoenix
Juliet Peters
Framework Legal PLLC
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
Lane Rhodes of FirstBank is a member of XPX Nashville
Lane Rhodes
FirstBank
SG
Stephanie Gumm
Horizon Advisory Group
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales
Katie Todd of Blue Sky Business Guides is a member of XPX Denver
Katie Todd
Blue Sky Business Guides
Ryan Armstrong of Transworld Business Advisors is a member of XPX Phoenix
Ryan Armstrong
Transworld Business Advisors
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
JF
Joan Fujita
Accuity LLP
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, 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
CR
Casey Riggs
Riggs Davie PLC
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Michael Peden of Calvetti Ferguson is a member of XPX Nashville
Michael Peden
Calvetti Ferguson
Michael Peden of Calvetti Ferguson is a member of XPX Nashville
Michael Peden
Calvetti Ferguson
Helen Zhang of Futurise Growth Partners is a member of XPX Triangle
Helen Zhang
Futurise Growth Partners
Jonathon Rapacki of GWS M&A Advisory is a member of XPX Denver
Jonathon Rapacki
GWS M&A Advisory
AD
Abby Donnelly
The Leadership & Legacy Group
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Erik Schlesinger of Build Scale Prosper is a member of XPX Chicago
Erik Schlesinger
Build Scale Prosper
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
RW
Rick Weed
SES ESOP Strategies
George Henderson of P.H.X. Wealth Management Group of Wells Fargo Advisors is a member of XPX Phoenix
George Henderson
P.H.X. Wealth Management Group of Wells Fargo Advisors
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Micah Damareck of Singer Damareck  Real Estate is a member of XPX Maryland
Micah Damareck
Singer Damareck Real Estate