Name: XPX Next 2026: AI in Action - Advisor and Client Perspectives
Start: 2026-07-14T13:00:00-04:00
End: 2026-07-14T17:15:00-04:00

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.

Jul

XPX Northern California: Leverage Deals (Members Only)

Tue ⋅ 4:30pm - 7:00pm (PDT)

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 (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

Jun

XPX Northern California: Unplanned Exits (Members Only)

Tue ⋅ 4:30pm - 7:00pm (PDT)

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

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 Northern California: Family Business (Members Only)

Tue ⋅ 4:30pm - 7:00pm (PDT)

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

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

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

XPX Northern California: April Casual Social (Members Only)

Tue ⋅ 5:00pm - 7:00pm (PDT)

101 2nd Street, The Lounge – 12th floor, San Francisco CA 94105

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 Northern California: Management Incentive (Members Only)

Tue ⋅ 4:30pm - 7:00pm (PDT)

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

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

Feb

XPX Northern California: ESOPs as an Exit Strategy (Members Only)

Tue ⋅ 4:30pm - 7:00pm (PDT)

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

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

Tue ⋅ 4:30pm - 7:00pm (PDT)

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

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

Dec

XPX Northern California: Members only Holiday Season Event

Tue ⋅ 4:30pm - 6:30pm (PDT)

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 (EDT)

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 (EDT)

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 (PDT)

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 (EDT)

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 (PDT)

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 (EDT)

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 (EDT)

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 (PDT)

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

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

XPX Northern California: August Casual Social

Tue ⋅ 4:30pm - 6:30pm (PDT)

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 (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.

Jul

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

Tue ⋅ 4:30pm - 7:00pm (PDT)

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 (EDT)

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 (PDT)

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

Tue ⋅ 4:30pm - 7:00pm (PDT)

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 (EDT)

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 (PDT)

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 (PDT)

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 (PDT)

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 (EDT)

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

Contact & Connect

Chapter Events

XPX Northern California: August Casual Social (Members Only)

Aug 4, 2026 ⋅ 4:30pm - 7:00pm (PDT)

XPX Northern California: Earnouts, Do They Pay Out? (Members Only)

Sep 1, 2026 ⋅ 4:30pm - 7:00pm (PDT)

XPX Northern California: Valuation Art, Science, or Magic? (Members Only)

Oct 6, 2026 ⋅ 4:30pm - 7:00pm (PDT)

XPX Northern California: TBC Either Founders Stories, or Working Capital calculation Buyers Vs Sellers (Members Only)

Nov 3, 2026 ⋅ 4:30pm - 7:00pm (PDT)

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.