Log in


NATIONAL CALENDAR

This calendar includes all XPX events at all chapters. Here's a list of all our events from our founding in 2007 through August, 2015.

Upcoming events

    • August 22, 2018
    • 2:00 PM - 2:30 PM
    • Webinar details forwarded upon registration
    Register

    XPX Chapters are highly-focused learning communities of prominent professional advisors to business owners in the premier private market. Our members represent 12 different professions. They work collaboratively in all three phases of the private company life cycle to: 1-build valuable businesses, 2-execute a successful transition, and 3-achieve the life and legacy they seek.

    The goal of our Chapters is to help advisors build their own practices and help their business owner clients through access to great programming and content. Today we have active Chapters in ten markets and have a number more in development. 

    Our Chapters are independent entities founded and controlled by a board of local business leaders. This gives you the best of both worlds: a local organization that gives you visibility and meets the needs of your market that's backed by a strong national brand and supported by professional association management.

    Is XPX right for you and your market? In this webinar we'll introduce you to:

    • 10-year history that you can build on for your own Chapter
    • Culture and benefits of leadership of an XPX Chapter 
    • How we make it easy for you to start and run a Chapter for long-term success

    We'll make a brief introduction then will be happy to take all your questions too! 

    Speakers:



    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   

    • September 06, 2018
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228
    Register

    Members Only – Searching for life in a Deal that is DOA

    “Every Deal has a thousand deaths

    but only one birth”


    It’s a saying that reverberates around the deal community. We’re going to explore what happens when the patient (Deal) arrives DOA and what needs to take place to resuscitate it.

    In this case we will explore in When your opportunity for growth becomes an obstacle – What are your options?

    When is the acquisition of Real Estate an appropriate use of growth capital?

    How do you get it financed and What are the conditions that need to exist to qualify for conventional financing?

    Come help us make sense of this by working through a real case that recently closed from one of our XPX Maryland members.

    Come out and join the fun, the conversation and the collaboration as we take this one down to the bones and build it back up again.

    This is a XPX Maryland, Member-Only benefit.

    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

    • September 11, 2018
    • 4:30 PM - 6:30 PM
    • Trillium Brewing Company, 110 Shawmut Rd., Canton, MA
    • 31
    Register

    Join us for Early Fall Networking at Trillium!

    Our new series of programs is getting ready to kick off in the fall and we’re excited to begin with networking at Trillium Brewing Company! Join us in a casual setting to catch up with old members and new. This is a perfect opportunity to invite guests and learn more about XPX New England. Register early as this event is sure to sell out.

    Hors d’oeuvres will be served. Cash bar.

    So, invite a friend and say cheers to XPX New England! Registration is capped at 50, so REGISTER today!


    • September 13, 2018
    • 5:30 PM - 7:00 PM
    • TBD

    Save the date!


    Location and further details to come!


    • September 14, 2018
    • 12:30 PM - 5:00 PM (CDT)
    • Arlington Park, 2200 W Euclid Ave, Arlington Heights, IL

    Registration will open soon



    Announcing "XPX Chicago: Inaugural Fall Social/Networking Event - Day at the Races"

    ...Mark your calendars, for Friday, Sept. 14th to spend an exciting fun filled* afternoon at beautiful Arlington International Race Course.

    Event to be held at the Arlington's Exclusive Turf Club. Enjoy the races, a fantastic luncheon buffet and play the Thoroughbreds! Meet New Friends!!

    *Complete Afternoon Agenda: Besides enjoying the view of the Thoroughbreds crossing the finish line through the circular windowed, Turf Club; we have a schedule of special private excursions to the Paddock & Season Boxes located along the finish line!

    This will be the largest and best attended event in the history of the Chicago Chapter. Sponsorship opportunities available, a terrific opportunity to promote your firm..

    A PERFECT EVENT TO ENTERTAIN ONE OF YOUR VALUED CLIENTS, CLOSE FRIENDS, OR COLLEAGUES!

    GREAT FOOD, A TERRIFIC EXPERIENCE, MEETING NEW FRIENDS...AN EVENT YOU NEED TO BE AT.

    • September 19, 2018
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Stay Tuned!



    • September 19, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Whether a company is looking to grow, manage or ultimately harvest the value that has been created, owners must have a strong understanding of the capital markets environment. In this session, we will be joined by Jeff Paz (SVP – People's United Bank) and John Chapman (Principal – Arcade Partners) who will be discussing the current trends for lending and M&A activity.

    • September 20, 2018
    • 11:30 AM - 6:30 PM (CDT)
    • Plaza Club: 100 W. Houston, Frost Bank Tower, 21st Floor, San Antonio, TX 78205
    Register

    Top professionals in Estate, Tax, Financial and Strategic planning are joining for one afternoon to share their expertise with business owners. Starting with a high-level look at the multiple issues of transferring a business in the next ten years, the XPX Summit will include discussions about how to properly value a business, and the impact of changing tax law on both pre-sale preparation and post-sale proceeds.

    A panel of owners who successfully sold their businesses will share the good, the bad and the ugly of the process and the aftermath, followed by a cocktail reception for all attendees.

    Who should attend: Business owners over 50 years old, or who plan to sell in the next decade, and their advisors.

    Click here to review the agenda.

    • September 21, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • September 21, 2018
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Conversational Intelligence (C-IQ) is a new, highly researched communications skills technique developed by Judith E. Glaser, Ph.D., chairman of The Creating WE Institute and author of 7 books, including Conversational Intelligence, How Great Leaders Build Trust and Get Extraordinary Results

    How a person handles a conversation can determine whether the other party is triggered to go into Protection mode (resistance) or Partnering mode (co-creating outcomes). This can be crucial in Merger and Acquisition scenarios.

    Melba Holliday, Managing Partner, C-IQ Certified and ICF Certified Senior Coach at Atlantic Leadership Group will cover:

    - Key research findings and why C-IQ matters in negotiations and deal making

    - The neuroscience of C-IQ, how conversations trigger your neurochemistry and change your brain

    - Introduction to the Conversational Dashboard and application through facilitated group exercises using the Conversational Dashboard



    Thank you to our Event Sponsor!





    • September 26, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • October 11, 2018
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Stay tuned!


    • October 11, 2018
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

    Details to come soon!


    • October 17, 2018
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Stay Tuned!



    • October 17, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • October 17, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • October 19, 2018
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    Stay Tuned!


    • October 19, 2018
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Presenter: Bruce Zwicker, a Senior Executive and former CEO at J. J. Haines (a $500 Million floor covering distribution company in Glen Burnie, MD)

    Stay tuned for further information.

    • November 08, 2018
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Stay tuned!


    • November 14, 2018
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102
    PLEASE NOTE THE DATE CHANGE


    Stay Tuned!



    • November 14, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • November 14, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • November 15, 2018
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

    Stay Tuned!

    • November 16, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • November 16, 2018
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Presenter: Keith Miller, President and CEO at Strategic Factory

    Stay tuned for further information.

    • December 06, 2018
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228
    Register

    As a benefit for XPX Maryland members only, the Closely Held Business Affinity Group provides a forum conducive to cultivating meaningful referral relationships and fostering collaborative opportunities.

    At this meeting we will be breaking into groups to discuss case studies and inviting each participant's individual feedback and ideas.


    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

    • December 12, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • December 13, 2018
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Stay tuned!


    • December 14, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • December 19, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • December 20, 2018
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Stay Tuned!



    • January 10, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Stay tuned!


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • January 18, 2019
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    Stay Tuned!


    • February 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Stay tuned!


    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register