5:00 PM
7:00 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 CEO 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
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
The SHINE Workshop is a hands-on experience designed for driven entrepreneurs and leaders who want to elevate their energy, impact, and peace of mind. Guided by the 3 Discoveries and 10 Disciplines from Shine by Gino Wickman and Rob Dube, participants will reflect, learn, and practice strategies to shed distractions, focus on what matters most, and unlock their True Selves for greater clarity and success.
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.
10:30 AM
7:00 PM
April 19
12:00 PM
7:00 PM
April 19
12:45 PM
1:00 PM
April 19
2:00 PM
2:15 PM
April 19
3:45 PM
4:00 PM
April 19
7:00 AM
5:30 PM
April 20
7:00 AM
5:30 PM
April 20
7:00 AM
8:15 AM
April 20
9:30 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.
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
7:30 AM
8:30 AM
April 21
9:30 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.
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2:30 PM
2:45 PM
April 21
