Sunday, May 1

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2:30pm – 5:00pm

About Session

The Exit Planning Summit Learning Labs are designed to give the professional advisor access to lucrative opportunities, resources, partners, and tools to accelerate their practice. These sessions will advance their knowledge in the exit planning profession within the Value Acceleration Methodology. 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.

Paradise Ballroom

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5:00pm – 6:30pm

Welcome Social

About Social

Network with some of the best experts and fellow advisors in the EPI Community while getting a jump on the morning registration line. Attend the opening Welcome Social on Sunday May 1, 2022. Here you can meet CEPAs, other advisors, and experts at The Exit Planning Summit and get all your materials for the Summit. This event is made possible with our partner REAG.

Sonoran Terrace

Monday, May 2

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6:30am – 7:30am

Breakfast

Paradise Ballroom

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7:30am – 8:00am

State of the Institute

Scott Snider

Arizona Ballroom

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8:00am – 9:30am

Keynote

Arizona Ballroom

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9:30am – 10:00am

Networking Break

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10:00am – 11:15am

Arizona Ballroom

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11:30am – 12:15pm

Business Owners Panel

UBS Financial Services, Inc. and Business Owner Panelists
About Session

Powered by Title Partner, UBS Financial Services, the Business Owners Panel Discussion is one of the hottest Summit sessions. Hear from business owners across the lower middle market who have exited their company or are currently in a transition.

Arizona Ballroom

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12:15pm– 1:45pm

Lunch and Author Showcase

Paradise Ballroom

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1:45pm – 3:00pm

Arizona Ballroom

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3:15pm – 4:30pm

Next Level Discovery

Sean Hutchinson

Arizona Ballroom

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5:00pm – 7:00pm

Charity Giveback Social

Joe Strazzeri, Charity Representative
About Social

This informal, vibrant, and fun event allows you to further network while generating funds for a local nonprofit organization through a live and silent auction. Auction proceeds and donations will go directly to the nonprofit organization. This event includes entertainment, an open bar, heavy hors d’oeuvres, and networking, in addition to the auction component. This event is made possible with our partners Strazzeri Mancini LLP & The Founders Group who have already made a contribution to the nonprofit organization.

Sonoran Terrace

Tuesday, May 3

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6:45am – 7:45am

Breakfast

Paradise Ballroom

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7:45am – 8:00am

Opening

Scott Snider

Paradise Ballroom

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8:00am – 9:15am

Financial Advisor Q&A Best Practice Panel Discussion

Michael Sheppard, Chris Kurdziel, Brian Baum, Charles Jarrett, Allen Harris
About Session

Exit planning advisors are typically broken down into two groups. The first are advisors that educate and influence business owners with their exit planning training and knowledge. The second group are value advisors that manage and execute the process and provide consultative work to business owners. In these concurrently held sessions, advisors will select their path and hear from some of the best within their space. In these best practices sessions advisors will gather insights on marketing, implementation, and how to build exit planning teams. They will also learn how to manage the Value Acceleration Methodology, what tools and resources to use, and how to incorporate the methodology into their practice successfully.

Paradise Ballroom

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8:00am – 9:15am

Value Advisor Q&A Best Practice Panel Discussion

Christopher Snider, Melisa Silverman, Justin Goodbread, Erik Owen, Gordon Bell
About Session

Exit planning advisors are typically broken down into two groups. The first are advisors that educate and influence business owners with their exit planning training and knowledge. The second group are value advisors that manage and execute the process and provide consultative work to business owners. In these concurrently held sessions, advisors will select their path and hear from some of the best within their space. In these best practices sessions advisors will gather insights on marketing, implementation, and how to build exit planning teams. They will also learn how to manage the Value Acceleration Methodology, what tools and resources to use, and how to incorporate the methodology into their practice successfully.

Arizona Ballroom

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9:15am – 9:45am

Networking Break

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9:45am – 11:00am

Collaborative Case Study Session

Scott Snider

Arizona Ballroom

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11:15am – 12:15pm

Case Study Expert Panel

Christopher Snider, Shanda McFadden, Sean Hutchinson, Rich Gunn, Kyle Danner, Sam Messina, Jacqueline Kaltz-Coulombe
About Session

Collaborative and Interactive Learning Experience

Through this case study-based session, attendees will be assigned a small group to work with. This will allow for attendees to share their exit planning knowledge while learning from other experts within the space as they dive deep into a small to lower middle market company case study. In small groups attendees will answer questions, conduct an enterprise value assessment, and have a discussion around the case study-based company. Following this session, EPI will have an expert panel who breaks down the case and provides insights on Value Acceleration while taking questions from the audience.

Arizona Ballroom

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12:15pm – 1:45pm

Lunch and CEPA Feud

Paradise Ballroom

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1:45pm – 2:30pm

Paradise Ballroom

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2:45pm – 4:25pm

Power Sessions: Experiences. People. Innovation

Scott Snider, Linda Ruffenach, Joe Slatter, Luci Gabel, Ali Nasser, Mike McGrann
About Session

The most highly rated session of The Exit Planning Summit is the Power Sessions. These TED-Talk style sessions provide the audience with a thought provoking, inspiring, and motivational experience that transforms the way we think and provides actionable education and insights. The audience will hear from experts who represent Experiences, People, and Innovation. Three elements needed to be a top advisor in the exit planning space.

Arizona Ballroom

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4:30PM - 5:45PM

The Summit After Party

About Party

Celebrate the successful 2022 Exit Planning Summit and get one last opportunity to build relationships with fellow advisors within the space at the Summit Afterparty event. Live entertainment and an open bar conclude The Exit Planning Summit. This event is made possible by our supporting partners.

Sonoran Terrace