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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jul
15

XPX Leadership Fundamentals

Details

Date & Time

Wed, Jul 15th, 2026 â‹… 2:00pm - 3:00pm (EDT)

Location

VIRTUAL beginning at 2 PM EASTERN TIME

Tickets

Guests

Registrants

28 people attended
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
AF
BH
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
+23



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.
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
AF
Anna Frachou
Hire-Agency
BH
Bradley Hardy
Citizens Bank
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Eric Mendelsohn
Archveo Advisors
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
AM
Ashley Madden
GenCrest Capital Partners
Sri Chakravarty of ProfitAbility Valuation and Business Plan is a member of XPX Atlanta
Sri Chakravarty
ProfitAbility Valuation and Business Plan
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, LLC
Jennifer Moroney of Moroney Law Group, PLLC is a member of XPX Nashville
Jennifer Moroney
Moroney Law Group, PLLC
Darren Griffith of Acrisure is a member of XPX Phoenix
Darren Griffith
Acrisure
Aaron OConnor of Bridge CPA is a member of XPX Chicago
Aaron Oconnor
Bridge CPA
LG
Lisa Guidry
ETI Professional Search
Tinsley Dempsey is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
Daniel Hurtado of Sunbelt Business Brokers is a member of XPX
Daniel Hurtado
Sunbelt Business Brokers
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Wendy Baird of insight180 is a member of XPX Maryland
Wendy Baird
insight180
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Ryan Armstrong of Transworld Business Advisors is a member of XPX Phoenix
Ryan Armstrong
Transworld Business Advisors
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP
RP
Robert Pascale
J.P. Morgan Private Bank
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
BM
Brad Mitchell
Rigby Slack PLLC
David Steed of Selltura, LLC is a member of XPX
David Steed
Selltura, LLC
Elliot Hershik of DECO Accounting Services is a member of XPX Chicago
Elliot Hershik
DECO Accounting Services
Chris Norris of R. Mason & Co. is a member of XPX
Chris Norris
R. Mason & Co.
Alexander Fowler of Morgan Stanley is a member of XPX Hawaii
Alexander Fowler
Morgan Stanley