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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

Location: Gaylord Springs Golf Links

Additional Paid Experience

1:00 PM - 5:00 PM

Location: Volunteer Foyer

Registration Open
5:00 PM - 7:00 PM

Location: Foundry Fieldhouse

VIP Only Event

Sunday, April 19, 2026

7:00 AM - 11:30 AM

Location: Volunteer Mezzanine 9

Additional Paid Experience

7:00 AM - 11:30 AM

Location: Volunteer Mezzanine 10

Additional Paid Experience

7:00 AM - 11:30 AM

Location: Volunteer Mezzanine 16

Additional Paid Experience

7:00 AM - 11:30 AM

Location: Magnolia Terrace

Additional Experience

8:30 AM - 11:30 AM

Location: Tennessee Ballroom A

10:00 AM - 7:00 PM

Location: Volunteer Foyer

Registration Open
11:30 AM - 12:45 PM

Location: Volunteer CDE (Main Stage)

12:45 PM - 1:00 PM

Location: Volunteer Foyer

Break
1:00 PM - 2:00 PM

Location: Volunteer CDE (Main Stage)

2:00 PM - 2:15 PM

Location: Volunteer Foyer

Break
2:15 PM - 3:45 PM

Location: Volunteer CDE (Main Stage)

3:45 PM - 4:00 PM

Location: Volunteer Foyer

Break
4:00 PM - 5:30 PM

Location: Volunteer CDE (Main Stage)

5:00 PM - 7:00 PM

Location: Ryman B1-4

Exhibits Open
5:30 PM - 7:00 PM

 Location: Ryman B1-4 

6:30 PM - 8:30 PM

Location: Foundry Fieldhouse

VIP Only Event

Monday, April 20, 2026

6:30 AM - 5:30 PM

Location: Volunteer Foyer

Registration Open
6:30 AM - 6:00 PM

 Location: Ryman B1-4

Exhibits Open
6:30 AM - 8:00 AM

 Location: Ryman B1-4

Breakfast
7:00 AM - 7:45 AM

Location: Volunteer Mezzanine 16

VIP Only Event

8:00 AM - 8:45 AM

Location: Volunteer CDE (Main Stage)

8:45 AM - 9:45 AM

 Location: Volunteer CDE (Main Stage)

Keynote

9:45 AM - 10:00 AM

Location: Volunteer Foyer

Break

BREAKOUT SESSIONS

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

Location: Volunteer B

Breakout: Case Study

Location: Volunteer A

Breakout: Case Study

Location: Volunteer CDE (Main Stage)

Breakout: Lecture Style

11:30 AM - 1:30 PM

Location: RymanB1-4

BREAKOUT SESSIONS

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

Location: Volunteer CDE (Main Stage)

Breakout: Panel Discussion

Location: Volunteer A

Breakout: Panel Discussion

Location: Volunteer B

Breakout: Case Study

3:00 PM - 6:00 PM

Location: Ryman B1-4

3:00 PM - 6:00 PM

Location: Ryman B1-4

Tuesday, April 21, 2026

7:00 AM - 3:45 PM

Location: Volunteer Foyer

Registration Open
7:00 AM - 2:45 PM

Location: Ryman B1-4

Exhibits Open
7:00 AM - 8:00 AM

Location: Ryman B1-4

Additional Experience
7:00 AM - 7:45 AM

Location: Volunteer Mezzanine 16

VIP Only Event

7:00 AM - 8:30 AM

Location: Ryman B1-4

Breakfast
8:30 AM - 8:45 AM

Location: Volunteer CDE (Main Stage)

Daily Opening Remarks
8:45 AM - 9:45 AM

 Location: Volunteer CDE (Main Stage)

9:45 AM - 10:00 AM

Location: Volunteer Foyer

Break

BREAKOUT SESSIONS

During this breakout timeframe, attendees can choose between three engaging panel discussions offering diverse perspectives.
10:00 AM - 11:30 AM

Location: Volunteer A

Breakout: Panel Discussion

 Location: Volunteer CDE (Main Stage)

Breakout: Panel Discussion

Location: Volunteer B

Breakout: Panel Discussion

11:30 AM - 1:00 PM

Location: Ryman B1-4

BREAKOUT SESSIONS

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

Location: Volunteer A

Breakout: Lecture Style

 Location: Volunteer B

Breakout: Case Study

 Location: Volunteer CDE (Main Stage)

Breakout: Case Study

2:30 PM - 2:45 PM

Location: Volunteer Foyer

Break
2:45 PM - 3:45 PM

 Location: Volunteer CDE (Main Stage)

Keynote

3:45 PM - 4:00 PM

 Location: Volunteer CDE (Main Stage)

Closing Remarks
4:00 PM - 5:30 PM

Location: Water's Edge

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