XPX Next 2025

When
July 15, 2025
1:00 PM - 5:00 PM
Location
Virtual, Swapcard login info sent prior to the event
Registered
1 registrant

Registration

(1) Members - Early Bird (through June 6th) – $45.00
(2) Non-Members - Early Bird (through June 6th) – $65.00
(3) Returning XPX Next Attendee from 2024 – $35.00
(5) XPX Chapter Leader (Active) – $35.00
(6) XPX Emerging Professional Members - Early Bird (through June 6th) – $35.00
(8) XPX Next 2025 Sponsor Guest – $45.00
Your contact will give you the code to register at the same rate as XPX Members.

Join Us for XPX Next 2025 on Tuesday, July 15th!

XPX Global is excited to invite members and guests to our annual national (virtual) conference for the 3rd year in a row. Get ready for a half-day gathering of top minds and trusted collaborators from across the XPX network.

This dynamic event will feature:

State of the Middle Market – A data-driven look at the trends shaping our clients’ world
Economic & Investment Outlook – Insights to inform advisory strategies and client planning
Collaboration Stories from the XPX Community – Real-world success stories from across our chapters
XPX Global Team Updates – A forward look at where XPX is headed next

And there’s more to come: We’ll also unveil additional sessions focused on value building, finance, and practical tools to strengthen your advisory impact.

Whether you’re an XPX member or looking to join our community, this conference is your opportunity to connect and learn with other peers committed to helping private companies build and transition value.

Mark your calendar for July 15 and stay tuned for the full agenda. We look forward to seeing you online!

XPX Next 2025 EVENT SCHEDULE

1:00 - 1:30 pm State of the Middle Market with Kim Roseler, National Center for the Middle Market

1:30 - 2:00 pm Economic and Investment Outlook, Jeffrey Mortimer, Chief Investment Officer at ELYXIUM

2:00 - 2:10 pm Community Updates from XPX Global Team

2:10 - 2:20 pm Break

2:20 - 2:50 pm John Leonetti, International Exit Planning Association

2:50 - 3:20 pm XPX Member Collaboration Stories

3:20 - 3:50 pm Finance

3:50 - 4:20 pm Value Building

4:20 - 4:50 pm XPX Member Collaboration Stories

4:50 -5:00 pm Closing Remarks from XPX Global Executive Director, Mike Oleksak

Sponsorships available for XPX Next 2025