• 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
      • Phoenix
        • 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
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • 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

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
May
20

National All-Hands Leadership Collaborative Meeting

Details

Date & Time

Wed, May 20th, 2026 â‹… 4:00pm - 5:15pm (EDT)

Location

VIRTUAL beginning at 4 PM EDT

Tickets

I'll log in remotely
$0.00
Guests

Registrants

33 people attended
HJ
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Rich Hall of Rich Hall Group is a member of XPX Houston
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
KP
+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 XPX LEADERS INCLUDING OUR EMERGING CHAPTERS!

Join us to share and learn from your peers:

4:00 - 4:15 ET:  General Session 

  • Emails outside XPX system
  • New chapters
  • XPX Next 2026
  • New XPX app!
  • Atlanta women member meetups
  • ACH transfers

4:15 - 5:00 ET:  Committee Breakouts 

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

5:00 - 5:15 ET: Flash Summaries and Wrap-up

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

Hope to see you there! 

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

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
HJ
Heather Johnston
Maximus Partners, LLC
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Eric Mendelsohn
Archveo Adivsors
Rich Hall of Rich Hall Group is a member of XPX Houston
Rich Hall
Rich Hall Group
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
KP
Kim Pruett
theKFORDgroup
Elise Cambournac of The Catalyst Multiplier is a member of XPX Nashville
Elise Cambournac
The Catalyst Multiplier
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Gerardo Kerik of WSI is a member of XPX Atlanta
Gerardo Kerik
WSI
EW
Elizabeth Wolf
Bernstein Private Wealth Management
AL
Aaron Larson
Elevate & Exit
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Jennifer Moroney of Moroney Law Group, PLLC is a member of XPX Nashville
Jennifer Moroney
Moroney Law Group, PLLC
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Mike Lee of First Choice Business Brokers Utah is a member of XPX Utah
Mike Lee
First Choice Business Brokers Utah
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Shelli Hendricks of Blue Horizon Solutions LLC is a member of XPX Phoenix
Shelli Hendricks
Blue Horizon Solutions LLC
Scott Breza of Breza & Associates, LLC is a member of XPX Maryland
Scott Breza
Breza & Associates, LLC
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
Nathan Klatt
Rockport Investment Partners
Ryan Armstrong of Transworld Business Advisors is a member of XPX Phoenix
Ryan Armstrong
Transworld Business Advisors
Erik Schlesinger of Build Scale Prosper is a member of XPX Chicago
Erik Schlesinger
Build Scale Prosper
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Daniel Hurtado of Sunbelt Business Brokers is a member of XPX
Daniel Hurtado
Sunbelt Business Brokers
Joe Fernandez of Fendz Asset Management, Inc. is a member of XPX Miami
Joe Fernandez
Fendz Asset Management, Inc.
MW
Matt Whitaker
Quantive Financial Advisors
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
David Ogurek of Caber Hill Advisors is a member of XPX Phoenix
David Ogurek
Caber Hill Advisors
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Robert Jablonski
Recharge Consulting
Darren Griffith of Acrisure is a member of XPX Phoenix
Darren Griffith
Acrisure
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
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