Agenda
The 2025 Exit Planning Summit takes place Sunday, May 4, 2025 – Tuesday, May 6, 2025. Experience three days of best-in-class education and networking. The Summit is not your typical advisor conference!
If you're already a CEPA Credential holder, the Exit Planning Summit agenda is strategically designed to provide up to 15 hours of Exit Planning Institute continuing education hours!
Saturday, May 03, 2025
Sunday, May 04, 2025
Integrating the CEPA designation into your approach is critical path. In these Resource & Solution Labs, learn from some of the top service and product partners and providers in the EPI Community. These sessions will uncover partnering and team building opportunities, business development and marketing tactics, owner engagement tactics, exit planning service delivery solutions, opportunities to help your business owner clients drive value and align goals, while helping advisors grow their own firms.
Monday, May 05, 2025
This year the Exit Planning Summit includes Breakout Sessions. These sessions offer attendees with a wide range of exit planning content and opportunity to connect with possible referral sources or provide potential tools and resources.
Tuesday, May 06, 2025
Power Sessions will take the format of brief and focused presentations, similar in style to a TED Talk, providing actionable education and insight with the goal of continuing to advance and grow the exit planning discipline into a more transformational and valuable experience for business owners and entrepreneurs. Our goal is to provide thought-provoking, inspiring, and motivational experiences that transform the way we think. In keeping with the theme of this year's Summit, the Power Sessions will focus on E-P-I, experiences, people, and innovation are three elements we feel are foundational for success in the exit planning space.