Skip to content

2027 EXIT PLANNING SUMMIT AGENDA

At the 2027 Exit Planning Summit, you'll discover plenty of opportunities to engage in valuable education, purposeful networking, and exciting new innovations in the exit planning field. Over three days, take advantage of the various sessions and socials to maximize your Summit experience. Leave the Summit with actionable strategies and meaningful connections to bring the Value Acceleration Methodology™ to the forefront of your practice and become your clients most valued advisor.

Track:
Learning Style:
8:00 AM 7:00 PM
May 1
Registration Open
1:00 PM 6:00 PM
May 1
Golf Outing

Additional Paid Experience
5:00 PM 7:00 PM
May 1
Partners and Pours VIP Social

VIP Only Event
6:00 AM 6:00 PM
May 2
Registration Open
7:00 AM 11:30 AM
May 2
Advanced Tax Planning Workshop

Additional Paid Experience
Joe Strazzeri Joe Strazzeri
7:00 AM 11:30 AM
May 2
CEPA Immersion Event
Additional Paid Experience
Casey Clark Casey Clark
7:00 AM 11:30 AM
May 2
The Third-Party Sale Playbook: How CEPAs Guide the Owner, Build the Deal Team, and Position for the Wealth That Follows
Additional Paid Experience
Scott Bushkie Scott Bushkie
8:30 AM 11:30 AM
May 2
Chapter President Circle Meeting
11:30 AM 12:45 PM
May 2
Excellence in Exit Planning Awards Lunch
Renee Russo Renee Russo Scott Snider Scott Snider Christopher Snider Christopher Snider
12:45 PM 1:15 PM
May 2
Break
1:15 PM 2:00 PM
May 2
Setting the Table: Language and Tools That Unlock the Process with Business Owners
Scott Snider Scott Snider
2:00 PM 2:15 PM
May 2
Break
2:15 PM 3:45 PM
May 2
Not Your Typical Panel Discussion #1: The Best & Worst Ideas for Attracting & Engaging Business Owners
Joe Strazzeri Joe Strazzeri
3:45 PM 4:00 PM
May 2
Break
4:00 PM 5:30 PM
May 2
Not Your Typical Panel Discussion #2: The Best and Worst Strategic Planning Ideas for Business Owners
Joe Strazzeri Joe Strazzeri
5:30 PM 7:00 PM
May 2
Welcome Social
6:30 PM 8:00 PM
May 2
Summit VIP Social

VIP Only Event
6:00 AM 6:00 PM
May 3
Registration Open
6:30 AM 6:00 PM
May 3
Exhibits Open
6:30 AM 8:00 AM
May 3
Breakfast
7:00 AM 7:45 AM
May 3
Summit VIP Breakfast

VIP Only Event
8:00 AM 8:30 AM
May 3
Opening Remarks
Renee Russo Renee Russo Scott Snider Scott Snider
8:30 AM 9:30 AM
May 3
Why You Must Value Accelerate Your Own Business
Casey Clark Casey Clark
9:30 AM 10:00 AM
May 3
Break

BREAKOUT SESSIONS

During this timeframe, attendees can choose from four different breakout sessions that offer attendees the opportunity to learn introductory education about exit planning topics, learn key business development strategies, and gain a mastery level of understanding of value growth and exit planning.
10:00 AM 11:30 AM
May 3
Activating Your CEPA Network: A High-Impact Structured Collaboration & Teaming Workshop
Networking This style of session is meant to drive meaningful connections with fellow advisors and CEPAs. They focus on relationship building and peer-to-peer learning.
Julie Keyes Julie Keyes Rick Krebs Rick Krebs Melisa Silverman Melisa Silverman Wally Waldron Wally Waldron Amy Wirtz Amy Wirtz
10:00 AM 11:30 AM
May 3
Why Owners Resist: The Personal Planning Blind Spot That Stalls Exit Engagements
Technical This style of session concentrates on diving deeper into technical topics within VAM in a deliberate and intentional way. Case Study
Jerome Myers Jerome Myers
10:00 AM 11:00 AM
May 3
From Theory to Practice Management
Advisor Activation This style of session concentrates on delivering topics surrounding winning for business owner clients, business development, VAM integration, owner conversations, and branding as a business owner specialist. Case Study
Joe Seetoo Joe Seetoo
10:00 AM 11:00 AM
May 3
The Business Owner Playbook: A Proven Framework to Win, Serve, and Retain Business Owner Clients
Advisor Activation This style of session concentrates on delivering topics surrounding winning for business owner clients, business development, VAM integration, owner conversations, and branding as a business owner specialist. Lecture
11:30 AM 1:00 PM
May 3
Lunch/Exhibits/Demo Lounge

BREAKOUT SESSIONS

During this timeframe, attendees can choose from four different breakout sessions that offer attendees the opportunity to learn introductory education about exit planning topics, learn key business development strategies, and gain a mastery level of understanding of value growth and exit planning.
1:00 PM 2:30 PM
May 3
Both Seats: A Structured Networking Lab for Building COIs Who Actually Refer
Advisor Activation This style of session concentrates on delivering topics surrounding winning for business owner clients, business development, VAM integration, owner conversations, and branding as a business owner specialist. Case Study
Mike Garrison Mike Garrison
1:00 PM 2:30 PM
May 3
Beyond the Balance Sheet: Building Business Value Through the Four Intangible Capitals
Technical This style of session concentrates on diving deeper into technical topics within VAM in a deliberate and intentional way.
Jonny Holsten Jonny Holsten Julie Keyes Julie Keyes Alison McQuillan Alison McQuillan Rob Odishoo Rob Odishoo
1:00 PM 2:00 PM
May 3
Knowing Isn’t Doing: How to Turn Exit Planning Expertise into Business Owner Action
Advisor Activation This style of session concentrates on delivering topics surrounding winning for business owner clients, business development, VAM integration, owner conversations, and branding as a business owner specialist.
Neil McPeak Neil McPeak
2:30 PM 5:30 PM
May 3
Summit Exploration Time
7:00 AM 3:45 PM
May 4
Registration Open
7:00 AM 2:45 PM
May 4
Exhibits Open
7:00 AM 8:00 AM
May 4
Sunrise Table Talks
Additional Experience
7:00 AM 7:45 AM
May 4
Summit VIP Breakfast

VIP Only Event
7:00 AM 8:30 AM
May 4
Breakfast
8:00 AM 8:30 AM
May 4
Opening Remarks
Scott Snider Scott Snider
8:30 AM 10:00 AM
May 4
Activating Your CEPA: Turning Exit Planning Theory into Transformational Results
CASE STUDY
Dan Gramann Dan Gramann Cara Gray Cara Gray Greg Maddox Greg Maddox Scott Snider Scott Snider
10:00 AM 10:30 AM
May 4
Break

BREAKOUT SESSIONS

During this timeframe, attendees can choose from four different breakout sessions that offer attendees the opportunity to learn introductory education about exit planning topics, learn key business development strategies, and gain a mastery level of understanding of value growth and exit planning.
10:30 AM 11:30 AM
May 4
Don't Let Taxes Eat Your Client's Exit: Strategies to Maximize Sales Proceeds
Technical This style of session concentrates on diving deeper into technical topics within VAM in a deliberate and intentional way.
Dan Finn Dan Finn Tiffany House Tiffany House Joe Strazzeri Joe Strazzeri
10:30 AM 11:30 AM
May 4
The Psychology of Succession and Transition Planning in Family-Owned Businesses
Technical This style of session concentrates on diving deeper into technical topics within VAM in a deliberate and intentional way. Lecture
Matthew Kerzner Matthew Kerzner
10:30 AM 11:30 AM
May 4
ESOPs as an Exit Strategy
Technical This style of session concentrates on diving deeper into technical topics within VAM in a deliberate and intentional way. Lecture
Leslie Lauer Leslie Lauer
11:30 AM 12:00 PM
May 4
Lunch/Break
12:00 PM 1:00 PM
May 4
The $10 Million Conversation: How Financial Advisors Can Become the First Call Before, During, and After a Business Sale
Scott Bushkie Scott Bushkie
1:00 PM 1:30 PM
May 4
Closing Remarks
Renee Russo Renee Russo

Contact Us

Have questions about the Exit Planning Summit? We're here to help!