Name: XPX - Making the Most of Your Membership
Start: 2026-08-26T10:50:00-04:00
End: 2026-08-26T11:30:00-04:00

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Aug

Virtual access

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

Tue ⋅ 4:00pm - 5:15pm (EDT)

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

Jul

Virtual access

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

Tue ⋅ 1:00pm - 5:15pm (EDT)

Virtual on Zoom (login info will be sent prior to event)

An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.

Jun

XPX New York City - Summer Networking Social

Wed ⋅ 6:00pm - 8:00pm (EDT)

Bar 54 Rooftop 135 W 45th St New York, NY 10036

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Jun

Virtual access

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

Tue ⋅ 4:00pm - 5:15pm (EDT)

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

May

Virtual access

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

Thu ⋅ 4:00pm - 5:15pm (EDT)

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

May

XPX New York City - Winning Deals: How Strategic Due Diligence Drives Outcomes

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Apr

Virtual access

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

Tue ⋅ 4:00pm - 5:15pm (EDT)

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

Apr

XPX New York City | Inside the Lower Middle Market: Deal Flow, Trends & What’s Actually Closing in 2026

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Mar

Virtual access

XPX Members-Only Cross-Chapter Power Networking (networking led My Biz Worth, virtual)

Tue ⋅ 4:00pm - 5:15pm (EDT)

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

Mar

XPX Tri-State Summit 2026 | Vision 2026: Future-Proofing the Middle Market Space - SOLD OUT

Tue ⋅ 1:00pm - 7:00pm (EDT)

The Offices of CLA | One Grand Central Place | 60 East 42nd Street | Suite 5100 | New York, NY 10165

Feb

XPX New York | The Advisor Psychology Advantage

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Feb

Virtual access

XPX Members-Only Cross-Chapter Power Networking (networking led Propel Comprehensive Wellness, virtual)

Thu ⋅ 4:00pm - 5:15pm (EDT)

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

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Jan

Virtual access

XPX Members-Only Cross-Chapter Power Networking (networking led by IAMX, virtual)

Tue ⋅ 4:00pm - 5:15pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Jan

XPX New York | 2026 Kickoff: Welcome Back & Power Networking Breakfast

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Dec

XPX New York: Year-End Holiday Celebration

Thu ⋅ 6:00pm - 9:00pm (EDT)

Alessa Cucina & Bar: 237 W 35th St New York, NY 10001

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Wed ⋅ 3:55pm - 5:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking: Maximizing Your Value as An Advisor

Thu ⋅ 4:00pm - 5:15pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Nov

XPX New York - Key Nuances of Quality of Earnings Engagements!

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 11:00am - 11:30am (EDT)

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

Oct

XPX New York - Private Equity Off-Ramp for Family and Founder Owned Businesses

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Oct

Virtual access

NEW FORMAT: XPX Members Only Cross-Chapter Power Networking (led by EvaluSys)

Tue ⋅ 4:30pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Sep

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Thu ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Sep

XPX New York - M&A Deal Killers

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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 ⋅ 10:50am - 11:30am (EDT)

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

Jul

Virtual access

XPX Next 2025

Tue ⋅ 1:00pm - 4:00pm (EDT)

Virtual, Swapcard login info sent prior to the event

An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Jun

XPX New York: Summer Networking Social

Tue ⋅ 6:00pm - 8:00pm (EDT)

Bar 54 Rooftop 135 W 45th St New York, NY 10036

May

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by The IEPA, virtual)

Thu ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

May

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

May

XPX New York - Navigating the Business Owner's Exit: Ensuring Well-Being and Success

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Apr

XPX New York: Real Estate Investing from a Contrarian's Perspective

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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 on Swapcard)

Tue ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Mar

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by FocusCFO)

Thu ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Mar

XPX Tri-State Summit 2025 | New York City: Deal! or No Deal!

Wed ⋅ 1:30pm - 7:00pm (EDT)

The Offices of Citrin Cooperman - 50 Rockefeller Plaza, New York, NY

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Feb

XPX New York - Deal and Exit Activity from a Private Equity Perspective

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Feb

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by The Value Builder System)

Tue ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Jan

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Tue ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Jan

XPX New York: 2025 Deal Makers Breakfast

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Dec

XPX New York: Year-End Holiday Celebration

Tue ⋅ 6:00pm - 9:00pm (EDT)

Alessa Cucina & Bar: 237 W 35th St New York, NY 10001

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by EvaluSys)

Tue ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Nov

XPX New York: Post-Election Year-End Planning Panel: Essential Insights for 2025

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by BizEquity)

Mon ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by Trivest Partners)

Mon ⋅ 3:55pm - 5:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Oct

XPX New York: Strategic Insurance Solutions - Protecting Business Value Before, During, and After a Sale

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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 on Swapcard)

Thu ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Sep

XPX New York: Navigating the Current Private Equity Landscape: Insights from Industry Leaders

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Aug

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Tue ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive Swapcard info to access the program

Jul

Virtual access

XPX Next 2024

Tue ⋅ 12:00pm - 5:00pm (EDT)

Virtual, Swapcard login info sent prior to the event

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Jun

XPX New York: Summer Networking Social

Thu ⋅ 6:00pm - 8:00pm (EDT)

The Perfect Pint - Rooftop 123 West 45th Street New York, NY 10036

Jun

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration

May

XPX New York: The most misunderstood business word in business: branding!

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

May

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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)

Thu ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration

Apr

XPX New York - Protecting Consideration: Representations & Warranties Insurance and Indemnification Provisions

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Apr

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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)

Tue ⋅ 4:55pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration

Apr

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu ⋅ 9:55am - 11:00am (EDT)

Virtual - you'll receive login info upon registration

Mar

XPX Tri-State/ACG CT joint event: Whether it's Networking or Pickleball...Get your GAME on!!

Thu ⋅ 5:30pm - 7:30pm (EDT)

Pickleball America - Located inside the Stamford Town Center (mall) at 140 Atlantic St, Stamford, CT 06901

Mar

XPX New York: Estate and Tax Planning for Exits

Thu ⋅ 8:00am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Mar

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Mar

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu ⋅ 9:55am - 11:00am (EDT)

Virtual - you'll receive login info upon registration

Feb

XPX New York: Importance of a Quality of Earnings report to the overall sale process

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Feb

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Feb

Virtual access

XPX Members Only Cross-Chapter Power Networking (NEW FORMAT this month)

Thu ⋅ 4:50pm - 6:00pm (EDT)

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

Jan

XPX New York: Best Practices for Early-Stage Investing!

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Jan

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Jan

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue ⋅ 4:50pm - 6:00pm (EDT)

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

Jan

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu ⋅ 9:50am - 11:00am (EDT)

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

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Dec

XPX New York: Holiday Party!

Tue ⋅ 6:00pm - 8:00pm (EDT)

RSM | 4 Times Square, 151 W 42nd Street, 19th Floor, New York, NY 10036

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue ⋅ 4:50pm - 6:00pm (EDT)

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

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu ⋅ 9:50am - 11:00am (EDT)

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

Nov

XPX New York: Maximizing Impact Through Charitable Giving in Business Exits

Tue ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue ⋅ 4:50pm - 6:00pm (EDT)

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

Nov

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu ⋅ 9:50am - 11:00am (EDT)

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

Oct

XPX New York: Preparing For Sale To Private Equity!

Thu ⋅ 8:30am - 10:00am (EDT)

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

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

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 2:00pm - 6:00pm (EDT)

Virtual, login info sent prior to the event

Jun

XPX NEW YORK: Summer Social

Thu ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 8:00am - 10:00am (EDT)

ZOOM Number will be sent with registration confirmation.

May

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 8:00am - 10:00am (EDT)

Where: Virtual - connection upon registration

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent upon registration

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 8:30am (EDT)
Thu ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 8:20am (EDT)
Thu ⋅ 10:45am (EDT)

Virtual - connection details will be sent prior to the event

Nov

Virtual access

Informed Inclusion Book Club: Hood Feminism

Tue ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 12:00am - 9:00am (EDT)

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

Aug

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 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 ⋅ 12:00am - 9:00am (EDT)

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

Jul

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 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 ⋅ 12:00am - 9:00am (EDT)

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

Jun

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 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 ⋅ 12:00am - 9:00am (EDT)

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

May

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 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 ⋅ 12:00am - 11:00pm (EDT)

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

Apr

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent upon registration

Mar

Virtual access

XPX Emerging Professionals: When Advisors Collide

Wed ⋅ 5:00pm - 6:30pm (EDT)

Virtual - connection details sent upon registration

Mar

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details upon registration

Feb

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

Fri ⋅ 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 ⋅ 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 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details will be sent at a later date

Jan

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:15am - 10:45am (EDT)

Virtual - Connection details sent upon registration

Jan

Virtual access

XPX Members - January Cross-Chapter Power Networking Options

Fri ⋅ 12:30pm - 1:30pm (EDT)

Virtual, joining instructions sent upon registration

Jan

XPX New York Members - January Session Power Networking

Fri ⋅ 12:00am - 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Dec

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:15am - 10:45am (EDT)

Virtual - connection details sent upon registration

Dec

Virtual access

XPX Members - December Cross-Chapter Power Networking

Tue ⋅ 12:00am - 4:00pm (EDT)

Dec

XPX New York Members - December Session Power Networking

Tue ⋅ 12:00am - 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Nov

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 4:00pm - 6:00pm (EDT)

Virtual - connection details sent upon registration

Nov

XPX New York Members - November Session Power Networking

Sun ⋅ 12:00am (EDT)

Virtual this month - coordinate details with your assigned group

Oct

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:15am - 10:30am (EDT)

connection details sent upon registration

Oct

XPX New York Members - October Session Power Networking

Thu ⋅ 12:00am (EDT)

Virtual this month - coordinate details with your assigned group

Sep

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

Sep

XPX New York Members - September Session Power Networking

Tue ⋅ 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Aug

Virtual access

XPX Orientation

Wed ⋅ 10:50am - 11:30am (EDT)

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

Jul

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

Jul

XPX New York Members - July Session Power Networking

Wed ⋅ 4:00pm (EDT)

Virtual this month - coordinate details with your assigned group

Jun

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

May

Virtual access

XPX Orientation

Wed ⋅ 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 ⋅ 9:20am - 10:30am (EDT)

connection details sent upon registration

Apr

Virtual access

XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely

Wed ⋅ 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 ⋅ 8:20am - 9:30am (EDT)

Virtual - connection details sent upon registration

Apr

Virtual access

XPX Advisor Exchange

Wed ⋅ 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 ⋅ 11:50am (EDT)

Virtual at Noon EDT, Login info sent upon registration

Apr

Virtual access

XPX New Member Orientation

Wed ⋅ 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 ⋅ 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 ⋅ 12:00pm (EDT)

Virtual at Noon EDT, Login info sent upon registration

Mar

XPX Advisor Forum

Wed ⋅ 12:00pm (EDT)

Virtual at noon EDT, Login info sent upon registration

Mar

Virtual Meeting on Virtual Meetings

Wed ⋅ 12:00pm (EDT)

Virtual

Mar

XPX New Member Orientation

Wed ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 1:30pm - 7:00pm (EDT)

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

Jan

XPX New Member Orientation

Wed ⋅ 11:00am - 11:30am (EDT)

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

Dec

XPX New Member Orientation

Wed ⋅ 11:00am - 11:30am (EDT)

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

Dec

XPX New York: Legacy and Charitable Planning

Thu ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 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 ⋅ 8:00am - 9:30am (EDT)

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

Feb

XPX NY Metro - Part 2: Our Advisor Network Matrix

Tue ⋅ 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 York City - Private Markets Beyond the Mega-Funds: Navigating the Lower Middle Market and Its Role in Private-Market Portfolios

Sep 24, 2026 ⋅ 8:30am - 10:00am (EDT)

XPX New York City - Save the date!

Oct 22, 2026 ⋅ 8:30am - 10:00am (EDT)

XPX New York City - Save the date!

Nov 19, 2026 ⋅ 8:30am - 10:00am (EDT)

XPX New York City - Save the date!

Jan 28, 2027 ⋅ 8:30am - 10:00am (EDT)

More Events

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

XPX New York

Past Events

Chapter Events

More Events

Tri-State Gold Sponsors

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Gold Sponsors

Silver Sponsors

Bronze Bronze Sponsors

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support

XPX New York Past Events

Chapter Events

More Events

Tri-State Gold Sponsors

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Gold Sponsors

Silver Sponsors

Bronze Bronze Sponsors

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support

XPX New York

Past Events