1:00 PM
5:00 PM
April 18
7:00 AM
11:30 AM
April 19
In this exclusive, interactive workshop, Chris Snider, creator of the Value Acceleration Methodology™ and Chairman of the Exit Planning Institute, will share how to effectively sell, conduct, and deliver a Triggering Event. Attendees will learn how this powerful first step helps owners understand current and potential business value, uncover critical gaps, and take targeted actions to accelerate growth and wealth.
7:00 AM
11:30 AM
April 19
Join a powerful community of leading women in exit planning for an engaging symposium filled with keynote presentations, panel discussions, collaborative case studies, and meaningful networking. You’ll leave with actionable strategies, fresh perspectives, and valuable connections to elevate your professional growth and influence in the field.
Sponsored by
RBC Wealth Management
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7:00 AM
11:30 AM
April 19
In this advanced workshop, Joe will dive deep into legal, financial, and tax strategies that can dramatically impact an owner’s net proceeds and long-term cash flow. Building on core CEPA concepts, you’ll explore timing, combining, and sequencing techniques, along with the latest in estate planning, tax mitigation, and charitable giving strategies to help owners maximize and protect their wealth.
7:00 AM
11:30 AM
April 19
SOLD OUT
This exclusive, limited-seating workshop for financial advisors will show you how to turn your CEPA designation into a repeatable framework for growth. Led by Casey Clark, CEO of Cultivate Advisors, you’ll gain hands-on tools, talk tracks, and strategies to strengthen business owner relationships, expand your book of business, and position yourself as a trusted Business Owner Specialist.
10:00 AM
7:00 PM
April 19
11:30 AM
12:45 PM
April 19
Sponsored by
Shore Capital Partners
12:45 PM
1:00 PM
April 19
2:00 PM
2:15 PM
April 19
2:15 PM
3:45 PM
April 19
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3:45 PM
4:00 PM
April 19
4:00 PM
5:30 PM
April 19
5:00 PM
7:00 PM
April 19
6:30 AM
5:30 PM
April 20
6:30 AM
6:00 PM
April 20
6:30 AM
8:00 AM
April 20
9:45 AM
10:00 AM
April 20
During this breakout timeframe, attendees can choose from three session formats: an education-focused lecture for structured learning, or two case studies that dive into real-world scenarios and practical applications.
11:30 AM
1:30 PM
April 20
During this breakout timeframe, attendees can select from a case study that showcases real-world strategies in action, or two dynamic panel discussions for a range of perspectives and interactive dialogue.
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3:00 PM
6:00 PM
April 20
Explore a brand-new Exploration Time at the close of Monday, designed from attendee feedback to help you connect, discover, and recharge.
7:00 AM
3:45 PM
April 21
7:00 AM
2:45 PM
April 21
7:00 AM
8:00 AM
April 21
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7:00 AM
8:30 AM
April 21
8:30 AM
8:45 AM
April 21
Welcome back to Day Two of the 2026 Exit Planning Summit. Start the morning with key updates and insights designed to help you maximize your Summit experience. During this daily kickoff, we will highlight important announcements and look ahead at what is next for our community of CEPAs as we continue advancing the exit planning profession. Attendees will also get an exclusive first look at the reveal of the 2027 Exit Planning Summit location, setting the stage for what is ahead.
9:45 AM
10:00 AM
April 21
During this breakout timeframe, attendees can choose between three engaging panel discussions offering diverse perspectives.
11:30 AM
1:00 PM
April 21
During this breakout timeframe, attendees can opt for an education-focused lecture to build foundational knowledge, or choose from two case studies that translate concepts into real-world applications and practical insights.
2:30 PM
2:45 PM
April 21