Saturday, April 27, 2024
Sunday, April 28, 2024
7:30 am–
12:00 pm
Additional Experience
Women in Exit Planning Symposium
7:30 am–
12:00 pm
Additional Experience
Women in Exit Planning Symposium
7:30 am–
11:30 am
Additional Experience
Mastering the Triggering Event Workshop
7:30 am–
11:30 am
Additional Experience
Mastering the Triggering Event Workshop
9:00 am–
12:00 pm
Additional Experience
Annual Chapter Presidents Circle Meeting
9:00 am–
12:00 pm
Additional Experience
Annual Chapter Presidents Circle Meeting
Learning Labs
Learning Labs are a must for any advisor looking for their next referral partner, revenue-generating opportunity, or the tools and resources you need to implement exit planning and value acceleration. Additionally, they offer you exposure to potential key members of your collaborative team and new strategies to implement in your practice.
1:00 PM–1:20PM
The Stream Protection Plan Presents:
Additional Experience
Tax Free Retirement Income for Business Owners
The Stream Protection Plan Presents:
Additional Experience
Tax Free Retirement Income for Business Owners
AQR Capital Management Presents:
Additional Experience
Keeping More Money at Work After the Exit: Investing with AQR’s Flex SMAs
AQR Capital Management Presents:
Additional Experience
Keeping More Money at Work After the Exit: Investing with AQR’s Flex SMAs
1:30 PM–1:50PM
Paramax Corporation Presents:
Additional Experience
How an M&A Advisory Firm Adds Value to the Deal-Making Process
Paramax Corporation Presents:
Additional Experience
How an M&A Advisory Firm Adds Value to the Deal-Making Process
National Christian Foundation Presents:
Additional Experience
The Generous Business: How Families are Using their Business as an Engine for Generosity
National Christian Foundation Presents:
Additional Experience
The Generous Business: How Families are Using their Business as an Engine for Generosity
2:00 PM–2:20PM
Maus Software, LLC Presents:
Additional Experience
Alone at the Discovery Gate – Attracting New Clients
Maus Software, LLC Presents:
Additional Experience
Alone at the Discovery Gate – Attracting New Clients
FocusCFO Presents:
Additional Experience
A Look Under The Hood of Value Acceleration with FocusCFO – Embedded CFOs / CEPAs in Action
FocusCFO Presents:
Additional Experience
A Look Under The Hood of Value Acceleration with FocusCFO – Embedded CFOs / CEPAs in Action
2:30 PM–2:50PM
Madison Insurance Group Presents:
Additional Experience
Make Insurance Work for You
Madison Insurance Group Presents:
Additional Experience
Make Insurance Work for You
Generational Group Presents:
Additional Experience
2024 M&A Market Update – Balancing Risk and Reward
Generational Group Presents:
Additional Experience
2024 M&A Market Update – Balancing Risk and Reward
3:00 PM–3:20PM
REAG Presents:
Additional Experience
Making M&A Your Superpower
REAG Presents:
Additional Experience
Making M&A Your Superpower
TrueNorth Companies Presents:
Additional Experience
Enhancing Business Value Through Strategic Risk Management: A TrueNorth Companies Learning Lab for CEPAs
TrueNorth Companies Presents:
Additional Experience
Enhancing Business Value Through Strategic Risk Management: A TrueNorth Companies Learning Lab for CEPAs
3:30 PM–3:50PM
Strazzeri Mancini LLP Presents:
The Founders Group Presents:
Additional Experience
Work With $20-$200 Million Clients – Learn it, Hire it, Buy it, or Partner it
Strazzeri Mancini LLP Presents:
The Founders Group Presents:
Additional Experience
Work With $20-$200 Million Clients – Learn it, Hire it, Buy it, or Partner it
Capitaliz Presents:
Additional Experience
Client Value Acceleration Case Study
Capitaliz Presents:
Additional Experience
Client Value Acceleration Case Study
4:00 PM–4:20PM
CBRE Presents:
Additional Experience
The Conversation You Aren’t Having – Commercial Real Estate
CBRE Presents:
Additional Experience
The Conversation You Aren’t Having – Commercial Real Estate
John Hancock Investment Management Presents:
Additional Experience
Taking Your Company (and Your Life) From Successful to Significant
John Hancock Investment Management Presents:
Additional Experience
Taking Your Company (and Your Life) From Successful to Significant
4:30 PM–4:50PM
UBS Financial Services Presents:
Additional Experience
ESOPs and The Benefit to Business Owners
UBS Financial Services Presents:
Additional Experience
ESOPs and The Benefit to Business Owners
Cultivate Advisors Presents:
Additional Experience
How to Leverage a Value Advisor
Cultivate Advisors Presents:
Additional Experience
How to Leverage a Value Advisor
Monday, April 29, 2024
8:00 am–
8:45 am
8:00 am–
8:45 am
Breakout Sessions
Breakout Sessions offer attendees the opportunity to learn introductory education about exit planning topics, learn key business development strategies, gain a mastery level understanding of value growth and exit planning, and hear from our trusted industry partners.
10:30 AM–11:45 AM
Additional Experience
An Overview of the Value Acceleration Methodology
Additional Experience
An Overview of the Value Acceleration Methodology
Additional Experience
So you’re a CEPA… Positioning Your Financial Advisory Practice for Working with Business Owners
Additional Experience
So you’re a CEPA… Positioning Your Financial Advisory Practice for Working with Business Owners
1:00 PM–2:15 PM
Additional Experience
Demystify the Role of an Exit Planning Quarterback: Once and For All
Additional Experience
Demystify the Role of an Exit Planning Quarterback: Once and For All
Additional Experience
Transition From A Family Business Into a Family Venture Capital Company
Additional Experience
Transition From A Family Business Into a Family Venture Capital Company
Additional Experience
Building the Exit Planning Dream Team
Additional Experience
Building the Exit Planning Dream Team
2:30 PM–3:45 PM
Additional Experience
Unlocking the Secrets to Owner Readiness: Beyond the Financials
Additional Experience
Unlocking the Secrets to Owner Readiness: Beyond the Financials
Additional Experience
Accelerating Value By Maximizing Intellectual Property
Additional Experience
Accelerating Value By Maximizing Intellectual Property
Additional Experience
Four Marketing and Business Development Tips to Turbocharge Growth
Additional Experience
Four Marketing and Business Development Tips to Turbocharge Growth
4:15 pm–
5:15 pm
Additional Experience
Best-in-Class Exit Planning Advisors Panel
4:15 pm–
5:15 pm
Additional Experience
Best-in-Class Exit Planning Advisors Panel
5:15 pm–
7:15 pm
Strazzeri Mancini LLP Presents:
The Founders Group Presents:
Additional Experience
Charity Giveback Social
5:15 pm–
7:15 pm
Strazzeri Mancini LLP Presents:
The Founders Group Presents:
Additional Experience
Charity Giveback Social
Tuesday, April 30, 2024
7:00 am–
7:45 am
Additional Experience
Sunrise Table Talks with Thought Leaders
7:00 am–
7:45 am
Additional Experience
Sunrise Table Talks with Thought Leaders
Power Sessions
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 – three elements we feel are foundational for success in the exit planning space.
8:00 AM–9:30 AM