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  • Exit Planning Exchange
Exit Planning Exchange
Sep
29

XPX Advisor Exchange (Cross-Chapter/Members-Only)

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Details
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Date & Time

Tue, Sep 29th, 2026 ⋅ 3:30pm - 4:45pm (EDT)

Location

Virtual on Zoom - you'll receive a Zoom link to access the program

Status

Registration Open

Tickets

XPX Advisor Resource Center Members
$0.00
XPX Members
$15.00
Guests

Registrants

42 people are going
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Daniel Elizondo of Transworld Business Advisors is a member of XPX Houston
Paul Stefunek of Houlihan Capital is a member of XPX Cleveland
CC
Anthony Lugo of Mercer Advisors is a member of XPX Northern California
+37

PLEASE NOTE: WE ARE TRYING OUT A NEW PROGRAM TIME FOR THIS EVENT

THE PROGRAM WILL BEGIN AT 3:30 PM EASTERN TIME


THIS IS A MEMBERS-ONLY EVENT

REGISTRATION WILL CLOSE 1 HOUR BEFORE EVENT BEGINS


Previously called Cross-Chapter Power Networking, the XPX Advisor Exchange is a great way to meet other XPX members across the country. For this month's networking, we are delighted to have Diana Murphy, Executive Coach at Diane Murphy Coaching. She is also a long-time member of XPX Atlanta.


More about our host:

Diana Murphy is an emotional mastery and mindset coach who works with leaders and founding business owners navigating disruptive shifts in their careers and lives. She loves working with leaders when shi(f)t hits the fan: exit, scaling your business, divorce, illness or retirement.

With over 12 years as an executive and life coach, Diana brings a deep understanding of the institutional and cultural pressures that high-capacity leaders face. She sees how unchecked emotional strain quietly undermines even the most capable leaders.

Diana's work stands apart because it's grounded in lived practice. Every coaching tool she teaches has been tested and mastered in her own life. Her coaching framework is a life-changing process that holds space and fosters growth and resilience for leaders experiencing pivotal life events, leadership transitions, or making major business moves.


This program takes place virtually on Zoom. Here's what to expect: 

  • Our Global team will organize three breakout rounds of approximately 15-minutes
  • For each breakout round, a discussion question/topic will be provided by Diana. You'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour). 
  • We'll wrap up the networking with a short discussion where attendees have the opportunity to share key takeaways and insights
  • Quick recap of the XPX app that we launched earlier this year, highlighting key features to help you connect with fellow members and attendees

The XPX Advisor Exchange is just one more way we fulfill the promise of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

DOWNLOAD THE XPX APP TO ENHANCE YOUR NETWORKING EXPERIENCE!


APPLE APP STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://apps.apple.com/us/app/xpx-exit-planning-exchange/id6760301176


GOOGLE PLAY STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://play.google.com/store/apps/details?id=io.mobileup.xpxglobal


Registration Fee: $15.00

Event registration will close 1 hour to start time. 

If you have any questions, please email Community Manager, Cheryl Centeno, at cheryl@exitplanningexchange.com. 

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Daniel Elizondo of Transworld Business Advisors is a member of XPX Houston
Daniel Elizondo
Transworld Business Advisors
Paul Stefunek of Houlihan Capital is a member of XPX Cleveland
Paul Stefunek
Houlihan Capital
CC
Charles Clark
WSFS Bank
Anthony Lugo of Mercer Advisors is a member of XPX Northern California
Anthony Lugo
Mercer Advisors
Ted Caulkins of BizNavigators is a member of XPX Denver
Ted Caulkins
BizNavigators
Frederick (Fred) Saide of MoneyMattersUSA, Advisory is a member of XPX New Jersey
Frederick (fred) Saide
MoneyMattersUSA, Advisory
Richard Katzman of On Call Leadership LLC is a member of XPX Greater Boston
Richard Katzman
On Call Leadership LLC
AP
Alicia Parr
Go Forth Galaxy
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
GY
Greg Young
Transworld Business Advisors | Boston
GW
Gary Wulf
MORGAN STANLEY
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
Thomas DeVries of Triane Consulting is a member of XPX Houston
Thomas Devries
Triane Consulting
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
RS
Rusty Schlessman
Sandler by Summit Performance Consulting
Scott Young of Alliance Private Wealth is a member of XPX Greater Boston
Scott Young
Alliance Private Wealth
CM
Craig Martin
Pawlawski Martin Leadership
KH
Kelly Harper
Clifton Larson Allen, LLP
JR
John Rooney
Sales Xceleration
Kate Silva of 2pmFIX, LLC is a member of XPX Charlotte
Kate Silva
2pmFIX, LLC
BJ
Brian Joyce
Murphy Business Sales - Greensboro
Rebecca Brizi of R G Brizi Consulting is a member of XPX Atlanta
Rebecca Brizi
R G Brizi Consulting
Len Bruskiewitz of Greater Heights Coaching is a member of XPX Greater Boston
Len Bruskiewitz
Greater Heights Coaching
RC
Ryan Carroll
OlenderFeldman
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, LLC
Kreg Parker of Summit Accounting & Finance Services is a member of XPX Atlanta
Kreg Parker
Summit Accounting & Finance Services
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
Eric Togneri of ExitOnTop is a member of XPX Atlanta
Eric Togneri
Exit On Top / Neri Capital Partners
SS
Sevana Stone
VersaTel Solutions
Nanette Miner of The Training Doctor, LLC is a member of XPX
Nanette Miner
The Training Doctor, LLC
Mary Adams of Insights7 is a member of XPX
Mary Adams
Smarter-Companies
Gary Aldridge of Aldridge Valuation Advisors, LLC is a member of XPX Nashville
Gary Aldridge
Aldridge Valuation Advisors, LLC
Jason Rorie of Triad InfoSec is a member of XPX Houston
Jason Rorie
Triad InfoSec
AC
Allison Chisolm
Choice Words/Chisolm & Co.
Mary Fazio of Morgan Stanley is a member of XPX Atlanta
Mary Fazio
Morgan Stanley
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
6996
Susan Kite of First Women's Bank is a member of XPX Atlanta
Susan Kite
First Women's Bank
GC
Gregory Carafello
First Choice Business Brokers of New York Region