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  • Exit Planning Exchange
Exit Planning Exchange
Mar
18

XPX Leadership Fundamentals

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Details
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Date & Time

Wed, Mar 18th, 2026 â‹… 2:00pm - 3:00pm (EDT)

Location

VIRTUAL beginning at 2 PM EASTERN TIME

Status

Registration Open

Tickets

Guests

Registrants

36 people are going
Ryan Armstrong of Transworld Business Advisors is a member of XPX Phoenix
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
SG
BH
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
+31



Our XPX Leadership Fundamentals training is designed to equip both new and established leaders with tools and best practices needed to grow and maintain a successful chapter. 

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

In this training, our XPX Global team will provide you with an introduction to XPX, the basics of running a chapter and make sure you're aware of the resources available so you never have to re-invent the wheel with your chapter!

Agenda:

  • XPX role in the mid-market ecosystem - our important mission of supporting learning and collaboration in the critical mid-market ecosystem.
  • Our model - how we work as individual chapters and as a national network, supported by XPX Global
  • Chapter leadership overview - learn about the roles of key committees and how their work combines to create a vibrant chapter
  • Leadership Collaborative - we'll introduce you to the extensive resources available to all committees, leaders and volunteers
  • XPX Global support - meet each of the four team members from Global and learn how we support your critical work as XPX chapter leaders

There will be time during and after the training for questions. Whether you are just starting in your role or want to find out how to work faster and smarter as a leader, this training is for you.


MEETING STARTS PROMPTLY AT 2 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.
Ryan Armstrong of Transworld Business Advisors is a member of XPX Phoenix
Ryan Armstrong
Transworld Business Advisors
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
SG
Stephanie Gumm
Horizon Advisory Group
BH
Bradley Hardy
Citizens Bank
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
PS
Paul Solitario
Bray Ventures, LLC
JH
Jennifer Herbst
Trusted Associates
NT
Nate Thompson
Triumphant Transition Partners
JF
Joan Fujita
Accuity Advisors LLC
Jennifer Moroney of Moroney Law Group, PLLC is a member of XPX Nashville
Jennifer Moroney
Moroney Law Group, PLLC
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian Bray
Stellar Business Consulting Inc.
AD
Abby Donnelly
The Leadership & Legacy Group
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
TJ
Taylor Johnson
Provisions Benefit Group
JV
Joseph Vartanian,cepa®
Gate City Advisors
Chris Norris of R. Mason & Co. is a member of XPX
Chris Norris
R. Mason & Co.
Helen Zhang of Futurise Growth Partners is a member of XPX Triangle
Helen Zhang
Futurise Growth Partners
BS
Brian Steen
Steen Valuation Group, LLC
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Eric Wulff of Wealth Enhancement is a member of XPX Cleveland
Eric Wulff
Wealth Enhancement
Daniel Hurtado of Sunbelt Business Brokers is a member of XPX
Daniel Hurtado
Sunbelt Business Brokers
MA
Mark Ahern
AMP Business Valuations
JA
Jared Archer
WPWealth
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
Linda Olejko of Cleveland Private Trust Company is a member of XPX Cleveland
Linda Olejko
Cleveland Private Trust Company
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Katie Todd of Blue Sky Business Guides is a member of XPX Denver
Katie Todd
Blue Sky Business Guides
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver