At XPX, learning and networking go hand in hand
XPX Northern California promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
Upcoming Events
28
May
Virtual access
Thu ⋅ 4:00pm - 5:15pm (EDT)
Virtual on Zoom - you'll receive a Zoom link to access the program
02
Jun
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
24
Jun
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
07
Jul
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
14
Jul
Virtual access
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.
26
Aug
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Sep
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
06
Oct
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
28
Oct
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
03
Nov
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Past Events
05
May
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
28
Apr
Virtual access
Tue ⋅ 4:00pm - 5:15pm (EDT)
Virtual on Zoom - you'll receive a Zoom link to access the program
22
Apr
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
31
Mar
Virtual access
Tue ⋅ 4:00pm - 5:15pm (EDT)
Virtual on Zoom - you'll receive a Zoom link to access the program
Contact & Connect
Chapter Events
Founding Platinum Sponsors
Brit Summerill - Call me when...
Your company is growing faster than your accounting department, or you are not getting clean and clear financial information on a timely basis.
Dylan Malot - Call me when...
A business seller is about to exit within 36 months and needs advice on pre-transaction tax savings and post transaction capital allocation.
Marie Askew - Call me when...
lower middle market or main street entrepreneurs, transferring/seller businesses to family members or employees
Founding Diamond Sponsors
Trevor Gilmore - Call me when...
you or your client wants to discuss ESOPs
Join The Community
Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Northern California One Sheet.