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                GROWTH. TRANSFER. LEGACY.

National Calendar

This calendar includes all XPX events at all Chapters.  Right now, all our events are virtual and most are open to any interested advisor. Join in and experience XPX live!


Upcoming events

    • January 27, 2021
    • 4:00 PM - 5:00 PM (CST)
    • Virtual - connection details sent upon registration
    Register

    Elements of an Elevator Pitch!


    Learn how to communicate your brand and achieve your “15 minutes” of fame! Join me and our XPX EP board members for a virtual meetup after work where Jim Klein, President of Acrobat Marketing Solutions, Inc., will explain the elements of an elevator pitch. Registration is encouraged and there is no attendance fee for this event.

    The goal of the XPX Emerging Professionals group is to connect like-minded, career driven and entrepreneurial individuals who are early in their career by providing networking and learning opportunities that are in line with the XPX core principals. Invite a colleague or friend that you think will benefit from XPX!

    The Exit Planning Exchange (XPX) is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who service company owners. XPX member’s help owners build sustainable businesses and help them plan and execute successful exits.

    I look forward to meeting you!

    Nermin Avdic, XPX Chicago Emerging Professional Chair


    Our Speaker:


    James Klein
    President of Acrobat Marketing Solutions, Inc.

    James Klein created Acrobat because after three decades on the ever-changing front lines of marketing, he recognized that there was a need. And it wasn’t being filled.

    James observed that many enterprises— professional services and operating entities alike—often require a fresh, outside viewpoint to help define or confirm their assumptions, develop effective messages and introduce contemporary tactics leading to success. Attorneys as well as those tasked specifically to “sell” are normally very bright and very proficient at their profession, but they may never have learned the skills or taken the time to develop a marketing and business development approach that will allow them to define and reach goals.

    James has a B.A. from the University of Illinois and an Masters in Advertising and Marketing from Northwestern’s Medill School of Journalism.





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    • January 28, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom January 28th at 9:00am ET for Experience XPX Atlanta. ​





    • January 28, 2021
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40% in just weeks.

    Then, just as quickly, the markets staged an impressive recovery all the way to all-time highs — leaving investors bewildered and wondering what just happened.

    It's with all of this in mind that we will be holding a webinar to discuss Retirement Readiness. Specifically designed for investors and business owners who are approaching retirement or recently retired, this webinar will address…

    • The surprising elements of retirement that are often overlooked
    • How to create a vision for your retired years and achieve that vision
    • Considerations for a portfolio that addresses your needs
    • Sticking to your strategic wealth management plan during market volatility


    Our Speaker:


    Mike Karmin

    Principal
    Strategic Wealth Partners

    To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.

    Whether helping retirees determine their goals among changing circumstances or helping young professionals with growing wealth set good investment habits, Mike best understands and serves his clients’ needs by creating deep personal and professional relationships. He takes pride in making sure his clients are comfortable with their strategic plans and how their investment strategies are aligned with their best interests. Only then can he be sure his clients feel truly confident about and in control of their futures.

    Mike has been in the financial services industry helping make a meaningful impact on people’s lives for nearly 15 years. Previously, Mike held a position at the Northern Trust Company where he managed equity portfolios that were customized to clients’ goals. He transitioned to his role at SWP with an understanding of the importance of giving each client’s situation individual attention.

    Mike and his wife are Highland Park residents. They love taking their two young daughters to the city to explore its many neighborhoods and restaurants. Mike is also passionate about sports, always eager to engage in lively discussions about the city’s sports teams.


    Virtual Event Pricing:

    Non-Members: $25.00
    Other XPX Chapter Members: $10.00
    XPX Chicago Members & Sponsors in good standing are complimentary, so join Today!

    Connection details sent upon registration.




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    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Virtual this month - coordinate details with your assigned group
    Register


    FEBRUARY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 1, 2020 AT 4:00 PM ET


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Questions?  Please contact us directly by clicking on our names listed below.

    See you soon!

    Stephen Ronan, XPX CT Fairfield Power of Five Chair

    Brian Fischer, XPX CT Hartford Power of Five Chair


    Cross-Chapter Program also available for those who are interested

    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register


    FEBRUARY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 1, 2020 AT 4:00 PM ET



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.


    Let me know if you have any questions, please email me directly.

    Sean-Tamba Matthew, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested
    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register


    FEBRUARY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 1, 2021 AT 4:00 PM ET



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    David Shavzin, President


    Cross-Chapter Program also available for those who are interested.
    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register



    FEBRUARY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 01, 2021 AT 4:00 PM ET



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Chris Pumo, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register



    FEBRUARY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 01, 2021 AT 4:00 PM ET


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register


    FEBRUARY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS febrUARY 1, 2021 AT 4:00 PM ET



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email me directly,

    Nkrumah Pierre, Power Networking Chair


    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register



    FEBRUARY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 01, 2021 AT 4:00PM ET


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • February 01, 2021
    • ? - 4:00 PM (EST)
    • Sign up for this virtual program by the first of the month
    Register



    FEBRUARY POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS FEBRUARY 1, 2021 AT 4:00 PM ET



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Charlie Melita, Power Networking Chair


    Cross-Chapter Program also available for those who are interested.
    • February 04, 2021
    • 7:45 AM - 9:00 AM (EST)
    • Virtual - Connection details sent upon registration
    Register

    Business owners know their businesses better than anyone. They have spent countless hours and sleepless nights working to build a valuable business to provide a living today and hopefully, sell in the future. But did you know 80% of business owners can never sell their business? And of the 20% that do sell, only a handful sell for what they believe it to be worth.

    Justin Goodbread has devoted his career to helping business owner build valuable and sellable businesses. Please join us as Justin shares how an owner can build and accelerate business value to accomplish the successful exit that they deserve!

    Our Speaker:

    Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors, LLC., Heritage Business Advisors and FinanciallySimple.com, is a nationally recognized financial planner, educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a three-time recipient of the Investopedia Top 100 Advisor award and the Exit Planning Institute’s Exit Planner Leader of the Year.



    Virtual Event Pricing:

    Non-Members: $10.00
    XPX DC Metro Members & Sponsors in good standing are complimentary, so join Today!
    Connection details sent upon registration.




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    • February 05, 2021
    • 8:30 AM - 9:45 AM (EST)
    • Virtual - Connection & Registration through ACG Connecticut

    Friday, February 5, 2021

    8:30 AM - 9:45 AM ET

    9th Annual Joint Event with XPX CT

    A Successful Business Exit

    Timing is Everything; Closing Deals in Turbulent Times

    A fireside chat with

    Michael Glatt

    Vice Chairman, North American Head of Project Management

    MACRO, A Savills Company


    Additional speaker to be announced.


    Speaker:


    Michael Glatt
    MACRO, A Savills Company
    Vice Chairman, North American Head of Project Management

    With over 40 years of industry experience, Michael epitomizes daily leadership for both clients and fellow team members. Michael has managed an extensive array of projects and accounts, ranging from commercial, large-scale towers and campuses to various nonprofit assignments. No matter the size of scope of the project, Michael brings his unfettered energy, experience and commitment.

    Since joining Macro over 15 years ago, Michael has helped the business grow exponentially, with involvement in over 65M square feet of transformative projects for Fortune 500 companies. Along the way, he has worked to deepen and expand the company’s set of unique competencies, making Macro considerably more flexible and experienced in addressing any client’s end-to-end needs. In 2020, Michael oversaw Savills’ acquisition of Macro, bringing Macro’s project management experience to new heights across the country.

    With a combination of proven accomplishments and a passion for protecting client interests, Michael has instilled his vision in a new generation of project managers at Savills—one that is able to manage the big picture in tandem with the details. He has been honored by and welcomed to the boards of several marquee clients as a trusted advisor.



    Hosted by: ACG Connecticut

    Registration Fees:

    Members of XPX CT - Complimentary  (Select Non-Member in the Dropdown to access Member of XPX option)

    Members of ACG/Other Chapter- Complimentary

    Young Members of ACG CT - Complimentary

    Non-Member $15.00

    REGISTRATION IS THROUGH ACG CLICK HERE!




    • February 05, 2021
    • 8:45 AM - 10:15 AM (EST)
    • Virtual - connection details will be sent prior to the event
    Register
    Case Study: Focus on Growth – Building Sales & Enhancing Effectiveness


    HiTech owners want to grow the business to make it salable in a few years. A key area of focus should be the sales organization. The company needs a sales organization that can succeed after the owners exit the business. How can the owners create an effective organization that is not dependent on them?

    In this presentation, we will discuss building a sales organization that potential buyers will consider an asset, not a liability. To make the company salable, the owners will need to shed their day to day sales responsibilities. They must recruit a sales leader, develop a sales team, and create the necessary tools and systems to support the sales effort. This is usually a multi-year process.

    CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE MEETING.


    Our Speaker:


    David Wallace, Wallace Management Group

    David is a seasoned executive and entrepreneur who generates confidence and trust. Through deep experience, analytical approach and intense focus on processes and solutions, he excels at crafting the master organization behind the sales effort. With David’s people skills, he builds strong relationships and has a passion for teaching/sharing his knowledge and expertise with others. By combining these talents, David has founded three successful companies: Wallace Management Group (which helps companies remove obstacles to sales productivity), The Sales Management Group (works with CEOs and sales leaders to create powerful sales organizations), and MarketLINK (sales enablement programs for F500 companies.


    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 2/2)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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    • February 08, 2021
    • 5:00 PM - 7:00 PM (EST)
    • Virtual - Remo connection sent prior to the event
    Register

         


    Join XPX and AM&AA New England

    for a Winter Social!

    Four-Pack of Craft Beers assembled by:



    Join a festive group of colleagues for the third annual Beer Fest hosted by XPX and AM&AA New England!

    Network!  Meet new people!  Drink good beer!

    Your registration buys home delivery of four craft beers of various styles with tasting notes and two hours of networking with friends and colleagues

    We'll be hosting the meeting in Remo, a meeting platform that enables you to see, mix, talk, chat and connect with everyone at the event.  Prior to the event, we'll send you instructions on how to set up your profile so people can click to see all your information (just like sharing a business card at a live event).  

    REGISTRATION CLOSES AT 5PM EDT ON THURSDAY, FEBRUARY 4TH.



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    XPX ANNUAL SPONSORS:


    ANNUAL SUMMIT HOST




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    • February 09, 2021
    • 7:20 AM - 9:00 AM (EST)
    • Virtual - Connection details to follow soon.
    Register

    Join us for the next chapter of our business owner's journey towards a successful exit. The advisory team is being assembled, but where’s the "road map" for the trek ahead? Hear from experts on how an appropriately crafted baseline business review can provide the “launch codes” for an effective action plan that boosts value in the eyes of a potential buyer -- and provides a cornerstone for the entire exit planning process.

    Missed any episodes of our 2021 Case Study? Catch up here: https://exitplanningexchange.com/atlanta/news

    Why Join Us?

    • New and interesting ideas to implement and share
    • Keep up to date on building value, exit and succession
    • Our unique, curated roundtable format
    • Gain an appreciation of the power of the XPX Advisor Principles!


    Meet Our Speakers:



    David Magee, ASA, CFA

    Principal
    DM Buck Advisory

    David Magee is the founder of DM Buck Advisory, LLC which helps business owners in transition. He partners with NAVIX Consultants in his Exit Planning Practice and also provides business appraisal and general finance consulting services.

    Previously, David spent 30 years at SunTrust Robinson Humphrey in Atlanta. As a Managing Director/Senior Equity Analyst, David conducted extensive market due diligence to generate detailed financial models and research reports on numerous companies. David earned his Bachelor of Arts degree at Wake Forest University (Economics), an MBA degree at Georgia State University, as well as the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) certifications.



    David Hern, CPA/ABV, ASA, CEPA

    Founder & CEO
    Sofer Advisors, LLC

    David is the founder and chief executive officer of Sofer Advisors, LLC focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for privately-held and public companies. He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers and private equity portfolio managers. David has been recognized for enabling organizations to determine their enterprise and equity value for strategic planning, a sale or IPO, mergers and acquisitions, financial reporting and tax compliance. David’s industry experience includes professional services, business service, healthcare, information technology, financial services, and manufacturing & distribution.



    Agenda:

    Log in early to be ready for 7:30 am start time.

    Program: 7:30 AM - 9:00 AM Eastern Time


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00







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    • February 11, 2021
    • 4:00 PM - 5:00 PM (CST)
    • Virtual - connection details sent upon registration
    Register



    Please join us for virtual drinks and a discussion on the elements that make a great leader. We will share inputs on topics such as what leadership means, how leadership can be improved and what traits are essential for a great leader. Through our joined experiences we hope that everyone can learn something new and accelerate their development as a leader in their respected careers.

    The goal of the XPX Emerging Professionals group is to connect like-minded, career driven and entrepreneurial individuals who are early in their career by providing networking and learning opportunities that are in line with the XPX core principals. Invite a colleague or friend that you think will benefit from XPX!

    The Exit Planning Exchange (XPX) is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who service company owners. XPX member’s help owners build sustainable businesses and help them plan and execute successful exits.

    We look forward to networking and sharing ideas with you!.

    There is no charge for this event but registration is required in order to receive connection details.



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    • February 16, 2021
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.

    Please check back for program information.

     

    • February 17, 2021
    • 7:45 AM - 9:30 AM (EST)
    • Virtual - connection details sent upon registration
    Register

    Solutions for funding deals between $5M to $8M are few and far between. These deals exceed the $5M cap for SBA financing and often exceed the maximum amount for a non-collateralized loan. To get a deal done, an acquirer needs more cash, additional collateral or the seller has to hold a significant note. Often these deals just can’t get done! Join us for an informative discussion for creative ways to limit cash , large seller’s notes and required collateral.

    Our Speaker:

    Jim Vigna, Vice President - Live Oak Bank

    Jim joined Live Oak Bank as a Vice President in April 2019. He has more than 20 years of experience in small business lending and has spent his entire career in the New York, New Jersey, and Pennsylvania markets. Prior to joining Live Oak, he worked for one of the largest banks in the country, was the top SBA lender by volume multiple times and broke records for highest SBA production. His area of expertise is in business acquisitions, partner buyouts, expansion, new construction, debt restructure and commercial real estate.  Jim earned a bachelors degree in Economics from Lehigh University. 

    Virtual Event Pricing:

    Non-Members: $30.00
    Other XPX Chapter Members: $10.00
    XPX Philadelphia Members in good standing are complimentary, so join Today!

    Connection details sent upon registration.


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    • February 17, 2021
    • 10:50 AM - 11:30 AM (EST)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the third Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • February 19, 2021
    • 8:00 AM - 10:00 AM (EST)
    • Virtual - Connection details will be sent prior to the event
    Register

    This event is back by popular demand! Our Seventh Annual Power Networking Event!

    Participants will have two minutes, in a virtual breakout room format, to present their expertise, explain their vision for collaboration, and describe the type of business opportunities that interest them most. After each round, we will rotate, giving each participant an opportunity to meet numerous people at the event This format is a proven technique for uncovering partner relationships between complementary disciplines.

    More Meaningful Networking!

    We will invite the participants to either share their ideal client scenario or describe the profile of an ideal referral source or Center of Influence (COI). Many of us have built our practices through successfully marketing to Centers of Influence, however we do not necessarily see ourselves as "COI's". Most professional services practitioners have the ability to become invaluable and generous connectors within the community. To achieve this, however, it requires vision, discipline and coordination. The end goal is a smarter and more sustainable method of business development.

    Get ready to generate valuable relationships in this unique forum.

    Agenda:

    8:00 AM – 8:15 AM – Introductions and Instructions
    8:15 AM – 10:00 AM – Networking


    Virtual Event Pricing:


    Non-Members – $25.00
    Other XPX Chapter Members – $10.00

    XPX Maryland Members & Sponsors in good standing are complimentary, so join Today!

    Connection details will be sent prior to the event.








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    • February 23, 2021
    • 5:00 PM - 6:00 PM (EST)
    • Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration
    Register

    Based on a poll of participants* in our inaugural meeting, the group's selection for our first book is How to Be an Antiracist by Ibram X. Kendi.  At the meeting, we'll have small group discussions about the book as well as share group feedback in the full meeting. 

    The Book Club leaders presently are Laura Liss and John Weber from XPX’s Chicago chapter. More Book Club leaders, especially those who self-identify as diverse, are strongly encouraged to email Laura Liss if they have an interest in getting involved (laura@lisslamar.com) or you may volunteer live during the Zoom meeting. Please also contact Laura Liss with any other questions about the Book Club.

    Can't make this meeting? Be sure to sign up for the Informed Inclusion email list in your profile so you get future notices about Book Club meetings.  Our intention is to hold these meetings on the fourth Tuesday of each month.

    View the full list of books we'll be reading in future meetings:

    XPX Informed Inclusion Book Club

    • February 25, 2021
    • 9:00 AM - 10:00 AM (EST)
    • Virtual - Connection details sent upon registration
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom February 25th at 9:00am ET for Experience XPX Atlanta. ​





    • March 05, 2021
    • 8:45 AM - 10:15 AM (EST)
    • Virtual - connection details will be sent prior to the event
    Register

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 3/2)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


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    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:









    • March 09, 2021
    • 11:30 AM - 1:00 PM (EST)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00

    Virtual - Connection details sent upon registration.






    PLATINUM






    GOLD









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     EVENT SPONSORS


     

             


         






    • March 09, 2021
    • 2:00 PM (EST)
    • March 10, 2021
    • (EST)
    • Virtual event each day at 2PM - 5 PM ET: Virtual - Remo connection sent prior to the event




    Save the Date
    SUMMIT 2021
    “Navigating the Detours on the Road to Success”
    March 9th and 10th
    2pm-5:00pm EST

    For sponsorship opportunities, contact Angie Ellis at angie@exitplanningexchange.com


    The SUMMIT has gone virtual and includes more than ever!
    Two days of content, networking, and keynotes with industry leaders and peer professionals at the top of their fields, finished with a wine tasting sure to impress. Save the date to join us in a personalized Remo Room, a digital platform that will allow you to network and learn like never before, all from the comfort of your home or office. All of this, plus a Summit Success Kit delivered directly to you and an additional attendee perk will be announced during the event that you won’t want to miss! Save the date now, and watch for registration in the coming weeks; we have unlimited seating, but a very limited number of Table Sponsor opportunities.

    For most of us, last year’s SUMMIT, ‘Navigating the Road to Success’, was the last in-person event of 2020. It goes without saying that there have been detours on that road in the past 10 months. This year’s panelists and speakers will share how they survived the forks in the road, and how they are preparing for what may lay ahead.


    To add a placeholder to your calendar,

    click on "Add to Calendar" above the title on the event page:

    XPX New England 2021 Summit- SAVE THE DATE!


    Virtual - Remo connection sent to registrants prior to the event


    • March 17, 2021
    • 4:30 PM - 6:00 PM (CDT)
    • Virtual - connection details sent upon registration
    Register



    Join XPX to virtually celebrate St. Patrick’s Day! We will learn about Irish beers along with themed break out room networking or other party games. Plus, our sponsor, KRD Accountants will also send a $10 e-gift card to Binny’s to each attendee via email. We hope you can join us!

    There is no registration fee for this event. However, registration is required to attend this event. Connection details sent upon registration.





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    • March 23, 2021
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.

    Please check back for program information.

     

    • March 25, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom March 25th at 9:00am ET for Experience XPX Atlanta. ​





    • April 09, 2021
    • 8:45 AM - 10:15 AM (EDT)
    • Virtual - connection details will be sent prior to the event
    Register

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 4/6)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE:







    LONG ISLAND BRONZE:









    • April 13, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual - Connection details sent upon registration

    Details to come - Please check back!


    Virtual Event Pricing:

    Atlanta Members – $10.00
    XPX Members from other Chapters – $15.00
    Non-Members – $20.00

    Virtual - Connection details sent upon registration.






    PLATINUM






    GOLD









    SILVER















    ===================================

     EVENT SPONSORS


     

             


         






    • April 20, 2021
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.

    Please check back for program information.

     

    • April 22, 2021
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual - Connection details sent upon registration
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom April 22nd at 9:00am ET for Experience XPX Atlanta. ​





    • May 07, 2021
    • 8:45 AM - 10:15 AM (EDT)
    • Virtual - connection details will be sent prior to the event
    Register

    Details to come soon, please check back!




    Virtual Event Pricing:

    Non-members:
    $45.00 Same Day Registration
    $30.00 Regular Fee
    $25.00 Early Bird (through 5/4)

    Other XPX Chapter Members: $10.00

    XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

    BRING A FIRST TIME GUEST TO XPX!

    Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

    ===============================================


    TRI-STATE SILVER:



    TRI-STATE BRONZE: