2025 Agenda
The 2025 Exit Planning Summit took 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, April 18, 2026
8:00 AM - 1:00 PM
5:00 PM - 7:00 PM
Sunday, April 19, 2026
7:00 AM - 11:30 AM
7:00 AM - 11:30 AM
Additional Paid Experience
7:00 AM - 11:30 AM
7:00 AM - 11:30 AM
Additional Paid Experience
7:00 AM - 11:30 AM
8:30 AM - 11:30 AM
10:30 AM - 7:00 PM
Registration Open
11:30 AM - 12:45 PM
12:00 PM - 7:00 PM
Exhibits Open
12:45 PM - 1:00 PM
Break
1:00 PM - 2:00 PM
2:00 PM - 2:15 PM
Break
2:15 PM - 3:45 PM
3:45 PM - 4:00 PM
Break
4:00 PM - 5:30 PM
5:30 PM - 7:00 PM
Monday, April 20, 2026
7:00 AM - 5:30 PM
Registration Open
7:00 AM - 5:30 PM
Exhibits Open
7:00 AM - 8:15 AM
Breakfast
8:00 AM - 8:30 AM
8:30 AM - 9:30 AM
Keynote
9:30 AM - 10:00 AM
Break
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.
10:00 AM - 11:30 AM
Breakout: Case Study
Breakout: Lecture Style
11:30 AM - 1:30 PM
Lunch/Exhibits/Demo Lounge
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.
1:30 PM - 3:00 PM
Breakout: Panel Discussion
3:00 PM - 6:00 PM
3:00 PM - 6:00 PM
Author Showcase
Tuesday, April 21, 2026
7:00 AM - 3:45 PM
Registration Open
7:00 AM - 2:45 PM
Exhibits Open
7:00 AM - 8:00 AM
7:30 AM - 8:30 AM
Breakfast & Live Acoustic Music
8:30 AM - 9:30 AM
9:30 AM - 10:00 AM
Break
During this breakout timeframe, attendees can choose between three engaging panel discussions offering diverse perspectives.
10:00 AM - 11:30 AM
Breakout: Panel Discussion
11:30 AM - 1:00 PM
Lunch/Live Podcast/Exhibits/Demo Lounge
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.
1:00 PM - 2:30 PM
Breakout: Lecture Style
2:30 PM - 2:45 PM
Break
2:45 PM - 3:45 PM
4:00 PM - 5:30 PM