Name: XPX - Making the Most of Your Membership
Start: 2025-12-10T10:50:00-05:00
End: 2025-12-10T11:30:00-05:00

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EST)

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

Dec

XPX Northern California: Members only Holiday Season Event

Tue ⋅ 4:30pm - 6:30pm (PST)

Topgolf Burlingame 258 Anza Blvd, Burlingame, CA 94010

Nov

Virtual access

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

Thu ⋅ 4:00pm - 5:15pm (EST)

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

Nov

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 11:00am - 11:30am (EST)

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

Nov

XPX Northern California: 2026 Planning (Members Only)

Tue ⋅ 4:30pm - 7:00pm (PST)

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Oct

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EST)

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

Oct

XPX Northern California - Technology Diligence: How to prepare in advance (Members Only)

Tue ⋅ 4:30pm - 7:00pm (PST)

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Sep

Virtual access

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

Thu ⋅ 4:55pm - 6:00pm (EST)

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

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EST)

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

Sep

XPX Northern California: Transition Preparation and Planning Roundtables

Tue ⋅ 4:30pm - 7:00pm (PST)

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Aug

Virtual access

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

Thu ⋅ 4:55pm - 6:00pm (EST)

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

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EST)

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

Aug

XPX Northern California: August Casual Social

Tue ⋅ 4:30pm - 6:30pm (PST)

Harlan Records 18 Harlan Place, San Francisco, CA 94108 https://maps.app.goo.gl/iULbBq2YFTeEy7Ub8

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EST)

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

Jul

Virtual access

XPX Next 2025

Tue ⋅ 1:00pm - 4:00pm (EST)

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.

Jul

XPX Northern California: Pre & Post-Sale Tax and Estate Planning Strategies

Tue ⋅ 4:30pm - 7:00pm (PST)

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EST)

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

Jun

XPX Northern California: State of the M&A Market

Tue ⋅ 4:30pm - 7:00pm (PST)

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

May

Virtual access

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

Thu ⋅ 4:55pm - 6:00pm (EST)

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 (EST)

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

May

XPX Northern California: (Seller’s) Quality of Earnings: the highest ROI for a seller

Tue ⋅ 4:30pm - 7:00pm (PST)

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Apr

Virtual access

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

Tue ⋅ 4:55pm - 6:00pm (EST)

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

Apr

XPX Northern California - Understanding the Letter of Intent: it’s more than the headline value

Tue ⋅ 4:30pm - 7:00pm (PST)

Manatt, Phelps & Phillips, LLP. | One Embarcadero Center | 30th Floor | San Francisco, CA 94111

Mar

XPX Northern California: March Casual Social

Tue ⋅ 4:30pm - 6:30pm (PST)

Harlan Records 18 Harlan Place, San Francisco, CA 94108

Feb

XPX Northern California: Elevate Your Exit Advisory Game: Exclusive Launch of the Northern California Exit Planning Exchange Community

Tue ⋅ 4:30pm - 7:00pm (PST)

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Jan

Virtual access

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

Tue ⋅ 4:55pm - 6:00pm (EST)

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

Contact & Connect

Chapter Events

XPX Northern California: State of the M&A Market Roundtable Discussions (Members Only)

Jan 6, 2026 ⋅ 4:30pm - 7:00pm (PST)

XPX Northern California: ESOP or MBO (Members Only)

Feb 3, 2026 ⋅ 4:30pm - 7:00pm (PST)

XPX Northern California: Management Incentive (Members Only)

Mar 3, 2026 ⋅ 4:30pm - 7:00pm (PST)

XPX Northern California: April Casual Social (Members Only)

Apr 7, 2026 ⋅ 4:30pm - 6:30pm (PST)

More Events

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

Founding Platinum Sponsors

Founding Diamond Sponsors

Join The Community

Want to Learn More?

Contact one of our Chapter Leaders or download our XPX Northern California One Sheet.

Join The Community

Want to Learn More?

Contact one of our Chapter Leaders or download our XPX Northern California One Sheet.