A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio

Submitted by Lone Star Capital Bank. Information provided by American Bankers Association. Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their bank. And in this time of expanded use of online banking, the problem is only growing worse. In fact, the Federal Trade Commission’s report…

Cheryl Centeno of XPX Global is a member of XPX

Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Overcoming Operational Challenges This presentation will focus on how businesses overcome common problems that businesses face on their path to a successful exit. Our Speakers: Kevin ShaughnessyPresidentSales Implementation, LLC  Kevin Shaughnessy is the President of Sales Implementation a consulting firm based in San Antonio. He works with small and mid-size businesses to improve their sales…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio Growing Pains: Guiding Our Clients Through Common Challenges Arising in Established and Expanding Businesses. Our Speaker: Kelly E. Foster, Shareholder – Gardner Law Kelly E. Foster is a Shareholder at Gardner Law, and is Gardner Law’s Business Group Chair. She advises small businesses and start-ups in connection with M&A,…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio. Exit Planning Roadmap & Roles of Exit Planning Team Members Exit planning requires a professional advisory team, but “teams” win with a coordinated and focused effort around a common goal. Join us for a discussion of the roles of the planning team members, and how they can best serve…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio. Year-end Planning from a Human Resources Perspective Our Speaker: John Seybold – SPHR, SHRM-SCP, CCP – Market Manager, San Antonio, Employer Flexible My team and I help executives solve employee related problems. With almost 30 years of HR leadership, I help my clients efficiently manage employee issues, Department of…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio. Year-end Planning from a Tax Perspective Our Speaker: Kimberly C. Ford – President, theKFORDgroup Kimberly C. Ford is president of theKFORDgroup, a leading CPA firm. She has served as a leading tax expert for more than 30 years. Her areas of specialty include tax, accounting, financial and estate planning….

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio. XPX Owner and Advisor Summit  Exit Planning and Implementation to Inside Parties During the Pandemic Moderator:John Dini, CMBA, CExP, CEPA – MPN, Inc. Panelist: Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Exit Planning & Implementation to Third Parties During the Pandemic Moderator: Kelly Foster, Attorney – Gardner Law Firm Panelist: Tim Geppart, CFO – Vaco Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co. Steven Bankler, CPA -Steven…

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