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• XPX Advisor Exchange (Cross-Chapter/Members-Only)

  • When
    May 28, 2026
  •  
    4:00 PM - 5:15 PM
  • Location
    Virtual on Zoom - you'll receive a Zoom link to access the program
  • Registered
    39 registrants

  Register

  PLEASE NOTE: PROGRAM BEGINS AT 4PM EASTERN TIME 

  REGISTRATION CLOSES 1 HOUR BEFORE START TIME

  MEMBERS-ONLY EVENT

  
  

  Previously called Cross-Chapter Power Networking, the XPX Advisor Exchange is a great way to meet other XPX members across the country. We'll be continuing with the same format and are excited to have XPX Greater Boston member, Rick McDonald as this month's networking host. Rick is an M&A Intermediary and Partner at Exit the Family Business. 

  Here's what to expect: 

  • Our Global team will organize three rounds of approximately 15-minute breakout rounds
  • For each breakout round, you'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour)
  • We'll wrap up the networking with a short discussion where attendees have the opportunity to share key takeaways and insights
  • Brief tour of the new XPX app, that we soft launched in April, highlighting key features to help you connect with fellow members and attendees

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

  XPX Mobile App Download and Login Instructions

  
  

  APPLE APP STORE

  
  

  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://apps.apple.com/us/app/xpx-exit-planning-exchange/id6760301176

  
  

  GOOGLE PLAY STORE

  
  

  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page

  • URL: https://play.google.com/store/apps/details?id=io.mobileup.xpxglobal

  
  

  Registration Fee: $15.00

  Event registration will close 1 hour to start time. 

  If you have any questions, please email Community Manager, Cheryl Centeno, at cheryl@exitplanningexchange.com. 

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• XPX - Making the Most of Your Membership

  • When
    June 24, 2026
  •  
    10:50 AM - 11:30 AM
  • Location
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

  Register

  Virtual meeting on Zoom 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 add your photo and logo to your profile
  • 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 Cheryl Centeno, XPX Community Manager, and Angie Ellis, XPX Operations Lead. Non-members are welcome to listen in, too!  

  
  

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• XPX Next 2026: AI in Action - Advisor and Client Perspectives

  • When
    July 14, 2026
  •  
    1:00 PM - 5:15 PM
  • Location
    Virtual on Zoom (login info will be sent prior to event)
  • Registered
    35 registrants

  Register

  
  

  
  

  
  

  Join Us for XPX Next 2026 on Tuesday, July 14th!
  
  

  AI is in the news everywhere. But on July 14, you can get a unique perspective that only XPX can provide....At our 4th annual XPX Next, learn from your peers in our community about their experience using AI in their own businesses and in their client work.  Topics include AI in M&A, valuation, client pattern recognition, human capital and much more.  In addition to panels, speakers and flash briefings, there will be plenty of time for breakout discussions and networking.

  Get ready for a half-day gathering of AI experts from across the XPX network. Event experience and networking will be enhanced by the new XPX app! 

  PLEASE NOTE: ALL PROGRAM TIMES LISTED ARE IN EASTERN TIME  
  

  This dynamic half-day event will feature: 

  1:00 - 1:30 pm Keynote with Laura Ferguson, Chief Revenue Officer for The Value Builder System - will deliver in-depth analysis of recent performance data gathered from top 25% of Value Builder advisors

  1:30 - 2:15 pm  Panel: Context for AI - the skills and strategies every advisor should know

  Gerardo Kerik, XPX Atlanta - practical AI adoption for real day-to-day usage. 

  Christine Hollinden, XPX Houston - introduction of various AI tools and how advisors can select the right one for their practice

  Dianne Campbell, XPX Charlotte -  how leaders can document business context (goals, priorities, and decision rules) so AI tools produce results that truly fit the way their business works

  2:15 - 2:20 pm Break

  2:20 - 2:45 pm  Breakout Session: Share your experience to date with AI

  2:45 - 3:30 pm  Panel: AI in Your Practice - how are advisors using it 

  Jerome Myers, XPX Charlotte - explains a practical use of AI to analyze client conversations and assessment data to uncover insights otherwise missed

  Samir Nanjia, XPX Houston - shares how AI allows him to build custom calculators for client guidance and to do industry research

  Michael Karwic, XPX Philadelphia/Tri-State - shows advisors how to use AI to track change in their industry, identify where expertise is being commoditized, and strengthen soft skills that will keep them relevant and indispensable

  3:30- 3:35 pm  Break

  3:35 - 4:35 pm   Microbriefing: AI Across Advisor Industries

  Chris Garner - will discuss how AI tools are helping both fractional sales leaders and client companies
  

  Shelli Hendricks, XPX Phoenix- report on AI's impact on Human Capital 

  Rick McDonald, XPX Greater Boston- shares how AI is changing day-to-day execution within the M&A process

  Nainesh Shah - as Head of AI Committee for the National Association of Certified Valuators and Analysts (NACVA), Nainesh will cover AI's role in business valuations

  Nancy Stabell, XPX Nashville - will discuss the legal risks and implications of AI adoption 

  4:35 - 5:00 pm  Breakout Session: What are your big takeaways?

  5:00 - 5:15 pm Closing Remarks Wrap-up and poll

  
  

  Whether you’re an XPX member or looking to join our community, this conference is your opportunity to connect and learn with other advisors committed to helping private companies build and transition value. So, mark your calendar for Tuesday, July 14. We look forward to seeing you virtually!

  Sponsorship opportunities are available for XPX Next 2026. Please contact XPX Executive Director, Mike Oleksak at mike@exitplanningexchange.com for more info. 

  
  

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• XPX - Making the Most of Your Membership

  • When
    August 26, 2026
  •  
    10:50 AM - 11:30 AM
  • Location
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

  Register

  Virtual meeting on Zoom 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 add your photo and logo to your profile
  • 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 Cheryl Centeno, XPX Community Manager, and Angie Ellis, XPX Operations Lead. Non-members are welcome to listen in, too!  

  
  

  Show details
• XPX - Making the Most of Your Membership

  • When
    October 28, 2026
  •  
    10:50 AM - 11:30 AM
  • Location
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

  Register

  Virtual meeting on Zoom 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 add your photo and logo to your profile
  • 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 Cheryl Centeno, XPX Community Manager, and Angie Ellis, XPX Operations Lead. Non-members are welcome to listen in, too!  

  
  

  Show details
• XPX - Making the Most of Your Membership

  • When
    December 16, 2026
  •  
    10:50 AM - 11:30 AM
  • Location
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

  Register

  Virtual meeting on Zoom 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 add your photo and logo to your profile
  • 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 Cheryl Centeno, XPX Community Manager, and Angie Ellis, XPX Operations Lead. Non-members are welcome to listen in, too!  

  
  

  Show details