XPX Next 2026: AI in Action - Advisor and Client Perspectives

Join Us for XPX Next 2026 on Tuesday, July 14th!

AI is in the news everywhere. But on July 14, you can get a unique perspective that only XPX can provide....At our 4th annual XPX Next, learn from your peers in our community about their experience using AI in their own businesses and in their client work.  Topics include AI in M&A, valuation, client pattern recognition, human capital and much more.  In addition to panels, speakers and flash briefings, there will be plenty of time for breakout discussions and networking.

Get ready for a half-day gathering of AI experts from across the XPX network. Event experience and networking will be enhanced by the new XPX app! 

PLEASE NOTE: ALL PROGRAM TIMES LISTED ARE IN EASTERN TIME  

This dynamic half-day event will feature: 

1:00 - 1:30 pm Keynote with Laura Ferguson, Chief Revenue Officer for The Value Builder System - will deliver in-depth analysis of recent performance data gathered from top 25% of Value Builder advisors

1:30 - 2:15 pm  Panel: Context for AI - the skills and strategies every advisor should know

Gerardo Kerik, XPX Atlanta - practical AI adoption for real day-to-day usage. 

Christine Hollinden, XPX Houston - introduction of various AI tools and how advisors can select the right one for their practice

Dianne Campbell, XPX Charlotte -  how leaders can document business context (goals, priorities, and decision rules) so AI tools produce results that truly fit the way their business works

2:15 - 2:20 pm Break

2:20 - 2:45 pm  Breakout Session: Share your experience to date with AI

2:45 - 3:30 pm  Panel: AI in Your Practice - How advisors are using it 

Jerome Myers, XPX Charlotte - explains a practical use of AI to analyze client conversations and assessment data to uncover insights otherwise missed

Samir Nanjia, XPX Houston - shares how AI allows him to build custom calculators for client guidance and to do industry research

Michael Karwic, XPX Philadelphia/Tri-State - shows advisors how to use AI to track change in their industry, identify where expertise is being commoditized, and strengthen soft skills that will keep them relevant and indispensable

Panel moderated by Karen Tax, Advisor Resource Center (ARC) sponsor, XPX Triangle

3:30- 3:35 pm  Break

3:35 - 4:35 pm   Microbriefing: AI Across Advisor Industries

Chris Garner - will discuss how AI tools are helping both fractional sales leaders and client companies

Shelli Hendricks, XPX Phoenix- report on AI's impact on Human Capital 

Rick McDonald, XPX Greater Boston- shares how AI is changing day-to-day execution within the M&A process

Nainesh Shah - as Head of AI Committee for the National Association of Certified Valuators and Analysts (NACVA), Nainesh will cover AI's role in business valuations

Nancy Stabell, XPX Nashville - will discuss the legal risks and implications of AI adoption 

4:35 - 5:00 pm  Breakout Session: What are your big takeaways?

5:00 - 5:15 pm Closing Remarks Wrap-up and poll

Whether you’re an XPX member or looking to join our community, this conference is your opportunity to connect and learn with other advisors committed to helping private companies build and transition value. So, mark your calendar for Tuesday, July 14. We look forward to seeing you virtually!

Sponsorship opportunities are available for XPX Next 2026. Please contact XPX Executive Director, Mike Oleksak at mike@exitplanningexchange.com for more info.