XPX New York – Past Events – Exit Planning Exchange

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Oct 10^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Oct 5^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Sep

XPX New Jersey & XPX New York City Joint Social!

Wed, Sep 27^th, 2023 ⋅ 6:00pm - 8:00pm (EDT)

Liberty House | 76 Audrey Zapp Dr Jersey City – 07305

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 27^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Sep 12^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Sep

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Sep 7^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed, Aug 23^rd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed, Jul 26^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX Next 2023 Virtual Conference

Tue, Jul 18^th, 2023 ⋅ 2:00pm - 6:00pm (EDT)

Virtual, login info sent prior to the event

Jun

XPX NEW YORK: Summer Social

Thu, Jun 29^th, 2023 ⋅ 6:00pm - 8:00pm (EDT)

Paul Hastings LLP | 200 Park Avenue, New York, NY 10166 (please bring photo ID for security)

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed, Jun 28^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, Jun 13^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Thu, Jun 8^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

May

Virtual access

XPX NEW YORK: Top Three Things to Know about NDAs for Non-Attorneys (Virtual)

Thu, May 25^th, 2023 ⋅ 8:00am - 10:00am (EDT)

ZOOM Number will be sent with registration confirmation.

May

Virtual access

XPX - Making the Most of Your Membership

Wed, May 24^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, May 16^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

May

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, May 2^nd, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Apr

XPX NEW YORK: EXIT PLANNING FROM A PRIVATE WEALTH PERSPECTIVE

Thu, Apr 27^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed, Apr 26^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Tue, Apr 11^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Thu, Apr 6^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Mar

XPX NEW YORK: Private Equity Off-Ramp for Family and Founder Owned Businesses

Thu, Mar 30^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed, Mar 22^nd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Mar

XPX Tri-State Chapters 2023 Summit: Turbulence Ahead in 2023…Navigating to a Safe Landing

Thu, Mar 16^th, 2023 ⋅ 12:00pm - 6:30pm (EDT)

Grant Thornton LLP 757 Third Avenue, 9th Floor NY, NY 10017

Mar

Virtual access

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Mon, Mar 13^th, 2023 ⋅ 12:55pm - 2:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Mar

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Mon, Mar 13^th, 2023 ⋅ 10:00am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Feb

XPX NEW YORK: Importance of a Quality of Earnings report to the overall sale process

Thu, Feb 23^rd, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed, Feb 22^nd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

Virtual access

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Mon, Feb 13^th, 2023 ⋅ 12:55pm - 2:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Feb

Virtual access

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Thu, Feb 9^th, 2023 ⋅ 10:00am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Jan

XPX NEW YORK: M&A Deal Killers

Thu, Jan 26^th, 2023 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed, Jan 25^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jan

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS JANUARY 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JANUARY

Sun, Jan 1^st, 2023 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed, Dec 28^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Dec

XPX New York: Holiday Party!

Thu, Dec 1^st, 2022 ⋅ 6:00pm - 8:30pm (EDT)

The Law Offices of Ropes & Gray - 1211 6th Ave, New York, New York 10036

Dec

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS DECEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN DECEMBER

Thu, Dec 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Nov

Virtual access

XPX NEW YORK (Virtual): ‘GIVING TUESDAY’ WEBINAR: THE PHILANTHROPIC POWER OF PRIVATE EQUITY

Tue, Nov 29^th, 2022 ⋅ 8:00am - 10:00am (EDT)

Where: Virtual - connection upon registration

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed, Nov 23^rd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS NOVEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN NOVEMBER

Tue, Nov 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Oct

XPX NEW YORK: TOP 3 CRITICAL (BUT HIDDEN) MISTAKES TO AVOID WHEN PLANNING FOR A SUCCESSFUL EXIT

Thu, Oct 27^th, 2022 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 26^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Oct

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS OCTOBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN OCTOBER

Sat, Oct 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Sep

XPX New York: Private Equity / Private Credit Update – Middle Market Mining

Thu, Sep 29^th, 2022 ⋅ 8:00am - 10:00am (EDT)

The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 28^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS SEPTEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN SEPTEMBER

Thu, Sep 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed, Aug 24^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Aug

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS AUGUST 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN AUGUST

Mon, Aug 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed, Jul 27^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JULY 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JULY

Fri, Jul 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Jun

Virtual access

XPX New York: Closing Out the 2021/2022 Season!

Thu, Jun 23^rd, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent upon registration

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed, Jun 22^nd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JUNE 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JUNE

Wed, Jun 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

May

Virtual access

XPX - Making the Most of Your Membership

Wed, May 25^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

Virtual access

XPX New York:Pre-Sale State Income Tax Planning and Other Estate Planning Tax Strategies (Now Virtual)

Thu, May 12^th, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

May

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS May 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN MAY

Sun, May 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed, Apr 27^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

Virtual access

XPX New York: Strengthening Client Acquisition - Tools for You and Your Sales Team

Thu, Apr 14^th, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Apr

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS APRIL 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN APRIL

Fri, Apr 1^st, 2022 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Mar

Virtual access

Informed Inclusion: Our personal practices and principles

Tue, Mar 29^th, 2022 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed, Mar 23^rd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Mar

Virtual access

XPX Tri-State – Virtual Summit: Three Lenses of the Deal

Wed, Mar 16^th, 2022 ⋅ 3:50pm - 6:00pm (EDT)

Virtual - connection details sent upon registration

Mar

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS MARCH. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN MARCH

Tue, Mar 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed, Feb 23^rd, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS FEB. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN FEBRUARY

Tue, Feb 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed, Jan 26^th, 2022 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jan

Virtual access

Informed Inclusion Book Club: Applying lessons learned

Tue, Jan 25^th, 2022 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Jan

Virtual access

XPX New York: Exit Planning: Acquisition by Private Equity - A View from the PE Practitioner

Thu, Jan 13^th, 2022 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Jan

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JAN. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JANUARY

Sat, Jan 1^st, 2022 ⋅ 12:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time to meet

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed, Dec 22^nd, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Dec

Virtual access

Informed Inclusion Book Club: All In

Tue, Dec 14^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Dec

Virtual access

XPX Long Island: Holiday Luncheon

Fri, Dec 10^th, 2021 ⋅ 8:30am (EDT)
Thu, Dec 9^th, 2021 ⋅ 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Dec

Virtual access

XPX New York: A Conversation with Warwick Fairfax: Author of Crucible Leadership: Embrace Your Trials to Lead a Life of Significance

Thu, Dec 9^th, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Dec

Cross-Chapter (All XPX Members) Signup deadline for member power networking - December

Thu, Dec 2^nd, 2021 ⋅ 12:00am - 10:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed, Nov 24^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

Virtual access

(copy) XPX Fairfield County: State of the Exit Markets (Virtual)

Mon, Nov 22^nd, 2021 ⋅ 8:20am (EDT)
Thu, Dec 9^th, 2021 ⋅ 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Nov

Virtual access

Informed Inclusion Book Club: Hood Feminism

Tue, Nov 16^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Nov

Virtual access

XPX Tri-State Chapters: Keynote Speaker - Denise Logan, Author of The Seller’s Journey

Thu, Nov 11^th, 2021 ⋅ 8:20am - 10:00am (EDT)

Virtual - connection details sent upon registration

Nov

Cross-Chapter (All XPX Members) Signup deadline for member power networking - November

Mon, Nov 1^st, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 27^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Oct

Virtual access

Informed Inclusion Book Club: An Indigenous Peoples' History of the United States

Tue, Oct 26^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration

Oct

Virtual access

XPX New York: SPACs – All You Ever Wanted to Know and Then Some

Thu, Oct 21^st, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Oct

All XPX - Member Cross-Chapter Signup deadline for member power networking - October

Sat, Oct 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Sep

Virtual access

XPX New York: Evolution of a Successful Exit

Thu, Sep 23^rd, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 22^nd, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

All XPX - Member Cross-Chapter Signup deadline for member power networking - September

Thu, Sep 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Aug

Virtual access

XPX Orientation

Wed, Aug 25^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Aug

Website Visibility - Training and Troubleshooting

Tue, Aug 24^th, 2021 ⋅ 10:00am - 10:45am (EDT)

Virtual--register to receive the URL

Aug

All XPX - Member Cross-Chapter Signup deadline for member power networking - August

Mon, Aug 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Jul

Virtual access

XPX Orientation

Wed, Jul 28^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

XPX New York City- Hosting Tri-State Reception July 14th

Wed, Jul 14^th, 2021 ⋅ 5:30pm - 8:00pm (EDT)

The Terrace at the Radisson Hotel at 25 W 51st Street

Jul

All XPX - Member Cross-Chapter Signup deadline for member power networking - July

Thu, Jul 1^st, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Jun

Virtual access

XPX Orientation

Wed, Jun 30^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

Virtual access

XPX New York: The Power of Culture and its Impact on Business Valuations

Thu, Jun 10^th, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Jun

XPX Global - Member Cross-Chapter Signup deadline for member power networking - June

Wed, Jun 2^nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

May

Virtual access

XPX Orientation

Wed, May 26^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

Virtual access

XPX New York: Critical Insights in Commercial Real Estate and the Intersection with Exit Planning

Thu, May 13^th, 2021 ⋅ 9:15am - 11:00am (EDT)

Virtual - connection details will be sent upon registration

May

XPX Members - Cross-Chapter Signup deadline for member power networking

Sat, May 1^st, 2021 ⋅ 12:00am - 11:00pm (EDT)

Your Group Leader Will Reach Out to Set a Date / Time

Apr

Virtual access

XPX Orientation

Wed, Apr 28^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

Virtual access

XPX New York: Managing Employee Risk as Your Company Pivots Back from COVID-19

Thu, Apr 8^th, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent upon registration

Mar

Virtual access

XPX Emerging Professionals: When Advisors Collide

Wed, Mar 24^th, 2021 ⋅ 5:00pm - 6:30pm (EDT)

Virtual - connection details sent upon registration

Mar

Virtual access

XPX Orientation

Wed, Mar 17^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Mar

XPX New York: Quality of Earnings (QofE)

Thu, Mar 11^th, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details upon registration

Feb

XPX DC Metro & New York Members Joint Power Networking Six Month Sessions

Fri, Feb 19^th, 2021 ⋅ 12:00am (EDT)

Six-month program STARTING MARCH 1, 2021 DEADLINE TO SIGN UP: FEBRUARY 19, 2021 4PM EST

Feb

Virtual access

XPX Orientation

Wed, Feb 17^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Feb

XPX New York: Recognizing and Responding to Liquidity Challenges

Thu, Feb 11^th, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent at a later date

Jan

Virtual access

XPX Orientation

Wed, Jan 20^th, 2021 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jan

Virtual access

XPX New York & New Jersey Joint Event: Learnings From 2020 and the Pandemic – An XPX Community Sharing of Take-Aways

Thu, Jan 14^th, 2021 ⋅ 9:15am - 10:45am (EDT)

Virtual - Connection details sent upon registration

Jan

Virtual access

XPX Members - January Cross-Chapter Power Networking Options

Fri, Jan 8^th, 2021 ⋅ 12:30pm - 1:30pm (EDT)

Virtual, joining instructions sent upon registration

Jan

XPX New York Members - January Session Power Networking

Fri, Jan 1^st, 2021 ⋅ 12:00am - 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Dec

Virtual access

XPX Orientation

Wed, Dec 16^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Dec

XPX New York: What Does Covid-19 Mean for Valuation in Your Community Heading Into 2021?

Thu, Dec 10^th, 2020 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details sent upon registration

Dec

XPX New York Members - December Session Power Networking

Tue, Dec 1^st, 2020 ⋅ 12:00am - 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Dec

Virtual access

XPX Members - December Cross-Chapter Power Networking

Tue, Dec 1^st, 2020 ⋅ 12:00am - 4:00pm (EDT)

Nov

Virtual access

XPX Orientation

Wed, Nov 18^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Nov

Virtual access

XPX Tri-State Post Election Deep Dive

Tue, Nov 17^th, 2020 ⋅ 4:00pm - 6:00pm (EDT)

Virtual - connection details sent upon registration

Nov

XPX New York Members - November Session Power Networking

Sun, Nov 1^st, 2020 ⋅ 12:00am (EDT)

Virtual this month - coordinate details with your assigned group

Oct

Virtual access

XPX Orientation

Wed, Oct 21^st, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Oct

Virtual access

XPX New York: What Does Your Digital Brand Look Like Heading Into 2021?

Thu, Oct 8^th, 2020 ⋅ 9:15am - 10:30am (EDT)

connection details sent upon registration

Oct

XPX New York Members - October Session Power Networking

Thu, Oct 1^st, 2020 ⋅ 12:00am (EDT)

Virtual this month - coordinate details with your assigned group

Sep

Virtual access

XPX Orientation

Wed, Sep 16^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Sep

Virtual access

XPX New York Season Opening Doubleheader – Transacting M&A in the Fog of the Impending Election and Covid-19

Thu, Sep 10^th, 2020 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

Sep

XPX New York Members - September Session Power Networking

Tue, Sep 1^st, 2020 ⋅ 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Aug

Virtual access

XPX Orientation

Wed, Aug 19^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX Orientation

Wed, Jul 15^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jul

Virtual access

XPX New York: Federal and Multi-state Tax Update

Thu, Jul 9^th, 2020 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

Jul

XPX New York Members - July Session Power Networking

Wed, Jul 1^st, 2020 ⋅ 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Jun

Virtual access

XPX Orientation

Wed, Jun 17^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

Virtual access

XPX New York: Alternative tax and real estate strategies

Thu, Jun 11^th, 2020 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

May

Virtual access

XPX Orientation

Wed, May 20^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

May

Virtual access

XPX New York: Positioning in a time of COVID

Thu, May 14^th, 2020 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

Apr

Virtual access

XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely

Wed, Apr 29^th, 2020 ⋅ 11:50am (EDT)

Virtual at Noon EDT, Login info sent upon registration

Apr

Virtual access

Virtual XPX New York: Ownership Succession & the ESOP Value Proposition

Thu, Apr 23^rd, 2020 ⋅ 8:20am - 9:30am (EDT)

Virtual - connection details sent upon registration

Apr

Virtual access

XPX Advisor Exchange

Wed, Apr 22^nd, 2020 ⋅ 11:50am (EDT)

Virtual at Noon EDT, Login info sent upon registration

Apr

Virtual access

XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value

Wed, Apr 15^th, 2020 ⋅ 11:50am (EDT)

Virtual at Noon EDT, Login info sent upon registration

Apr

Virtual access

XPX New Member Orientation

Wed, Apr 15^th, 2020 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Apr

Virtual access

XPX Advisor Exchange - How to have difficult conversations

Wed, Apr 8^th, 2020 ⋅ 12:00pm - 1:00pm (EDT)

Virtual event at Noon EDT. Login details forwarded upon registration.

Apr

Virtual access

XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage

Wed, Apr 1^st, 2020 ⋅ 12:00pm (EDT)

Virtual at Noon EDT, Login info sent upon registration

Mar

XPX Advisor Forum

Wed, Mar 25^th, 2020 ⋅ 12:00pm (EDT)

Virtual at noon EDT, Login info sent upon registration

Mar

Virtual Meeting on Virtual Meetings

Wed, Mar 18^th, 2020 ⋅ 12:00pm (EDT)

Virtual

Mar

XPX New Member Orientation

Wed, Mar 18^th, 2020 ⋅ 11:00am - 11:30am (EDT)

Virtual - you'll receive call-in instructions upon registering

Mar

XPX New York: POSTPONED - Federal and Multi-state Tax Update

Thu, Mar 12^th, 2020 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Feb

XPX New Member Orientation

Wed, Feb 19^th, 2020 ⋅ 11:00am - 11:30am (EDT)

Virtual - you'll receive call-in instructions upon registering

Feb

XPX New York: Employee ownership as an Exit Plan

Thu, Feb 13^th, 2020 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Jan

XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY

Wed, Jan 29^th, 2020 ⋅ 1:30pm - 7:00pm (EDT)

KMPG Conference Center, 345 Park Avenue, New York City, NY

Jan

XPX New Member Orientation

Wed, Jan 15^th, 2020 ⋅ 11:00am - 11:30am (EDT)

Virtual - you'll receive call-in instructions upon registering

Dec

XPX New Member Orientation

Wed, Dec 18^th, 2019 ⋅ 11:00am - 11:30am (EDT)

Virtual - you'll receive call-in instructions upon registering

Dec

XPX New York: Legacy and Charitable Planning

Thu, Dec 12^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Nov

XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale

Thu, Nov 14^th, 2019 ⋅ 8:15am - 10:00am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Nov

XPX New Member Orientation

Wed, Nov 13^th, 2019 ⋅ 11:00am - 11:30am (EDT)

Virtual - you'll receive call-in instructions upon registering

Oct

XPX New York: Approaching the Sale – When family’s consider an exit transaction and the underlying dynamics at play

Thu, Oct 10^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Sep

XPX New York: The PE Playbook – How Private Equity focuses on growth (Topline Sales, Bottom line Profit, & Acquisitions)

Thu, Sep 12^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Jun

XPX New York - Networking Cocktail Reception

Wed, Jun 26^th, 2019 ⋅ 5:30pm - 7:30pm (EDT)

The Terrace Club, 25 W 51st st., 7th floor, New York, NY

May

XPX New York - Cyber Insurance – Managing the Risk of Cybersecurity Breaches through Insurance

Thu, May 9^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Apr

XPX New York - PROTECTING YOUR CLIENTS FROM DISASTER

Thu, Apr 11^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Mar

XPX New York - Why Your Clients Should Be Knowledgeable About Blockchain

Thu, Mar 14^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Feb

XPX New York - Support and Services for Owners who have Sold their Business

Thu, Feb 14^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Jan

XPX New York - The Tax Man Cometh - Selling Your Business in 2019

Thu, Jan 10^th, 2019 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Dec

XPX New York - Recapitalization as an Alternative to Selling

Thu, Dec 13^th, 2018 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Nov

XPX New York - Buy/Sell agreements

Thu, Nov 8^th, 2018 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Oct

XPX New York - Current state of the M&A markets and financing options

Thu, Oct 11^th, 2018 ⋅ 8:15am - 9:45am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Sep

XPX New York - Fall Kickoff with Cocktail Reception!

Thu, Sep 13^th, 2018 ⋅ 5:30pm - 8:00pm (EDT)

PHD Terrace at Dream Midtown, 210 W 55th St, New York, NY

Jun

XPX New York - Perspectives from a Private Equity Investor

Thu, Jun 14^th, 2018 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

May

XPX New York - Corporate Image – How a branding tune up can revitalize your family business

Thu, May 10^th, 2018 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Apr

XPX New York - Trust and Estate Planning: How Business Owners Can Keep What They Have Earned

Thu, Apr 19^th, 2018 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Mar

XPX New York - Corporate Image – How a branding tune up can revitalize your family business

Thu, Mar 8^th, 2018 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Feb

XPX New York - Management Review – Hire Family Members or Professional Managers?

Thu, Feb 8^th, 2018 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Jan

XPX New York - Operational Efficiencies

Thu, Jan 11^th, 2018 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Jan

XPX Tri-State Cocktail Networking Reception

Tue, Jan 9^th, 2018 ⋅ 5:30pm - 7:30pm (EDT)

Sean’s Bar & Kitchen, 48th & 6th Avenue, New York, NY

Dec

XPX Tri-State - New York: Business Valuations: What is the business worth? And why?

Thu, Dec 14^th, 2017 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Nov

XPX Tri-State: New York - Strategic Options Review:

Thu, Nov 9^th, 2017 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Oct

XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly

Thu, Oct 12^th, 2017 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Sep

XPX Tri-State: New York Case Study Series & Breakfast

Thu, Sep 14^th, 2017 ⋅ 8:00am - 9:30am (EDT)

Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Jun

XPX Tri-State New York - Assessing Strategic Options:

Wed, Jun 21^st, 2017 ⋅ 12:00pm - 1:30pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

May

XPX Tri-State New York-Good Fences Make Good Neighbors

Wed, May 17^th, 2017 ⋅ 12:00pm - 1:30pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Apr

XPX Tri-State New York: Defining Success

Wed, Apr 19^th, 2017 ⋅ 12:00pm - 1:30pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Mar

XPX Tri-State New York: Defining Success

Wed, Mar 15^th, 2017 ⋅ 12:00pm - 1:30pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Feb

XPX Tri-State New York: Operations

Wed, Feb 15^th, 2017 ⋅ 12:00pm - 2:00pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Dec

XPX Tri-State New York: Focus on Growth

Wed, Dec 21^st, 2016 ⋅ 12:00pm - 2:00pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Nov

XPX Tri-State New York: Managing Management

Thu, Nov 17^th, 2016 ⋅ 12:00pm - 2:00pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Oct

XPX Tri-State New York: Creating a Strategic Plan to Maximize Value

Wed, Oct 19^th, 2016 ⋅ 12:00pm - 2:00pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

Sep

XPX Tri-State New York: Case Study Series & Luncheon

Tue, Sep 13^th, 2016 ⋅ 12:00pm - 2:00pm (EDT)

AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY (Between 54th and 55th Streets)

Apr

XPX NY Metro - The Private Capital Ecosystem

Thu, Apr 28^th, 2016 ⋅ 6:00pm - 8:00pm (EDT)

BNY Mellon, 200 Park Avenue, 54th Floor NY NY

Feb

XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners

Thu, Feb 25^th, 2016 ⋅ 8:00am - 9:30am (EDT)

200 Park Avenue, 54th Floor, New York, NY

Feb

XPX NY Metro - Part 2: Our Advisor Network Matrix

Tue, Feb 16^th, 2016 ⋅ 5:00pm - 8:00pm (EDT)

BNY Mellon Wealth Management, 200 Park Avenue, 54th Floor, Grand Central Room, New York, NY 10166

Contact & Connect

Chapter Events

XPX New Jersey & XPX New York City Joint Social!

Wed, Sep 27^th, 2023 ⋅ 6:00pm - 8:00pm (EDT)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Tri-State Platinum Sponsors

Andrew Koutroumanis of GrantThornton LLP is a member of XPX Tri-State

Tri-State Silver Sponsors

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Tri-State Bronze Sponsors

Steven Pappas of Touchstone Advisors is a member of XPX Tri-State

Jeanette Jordan of Withum is a member of XPX Tri-State

Gold Sponsors

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New Jersey Silver Sponsors

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New Jersey Bronze Sponsors

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