2026 CE Agenda
The 2026 Exit Planning Summit takes place Sunday, April 19, 2026 – Tuesday, April 21, 2026. 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 17.5 hours of continuing education hours!
7:00 AM
11:30 AM
April 19
Mastering the Triggering Event Workshop
COMPLETE CE FORM
Additional Paid Experience
7:00 AM
11:30 AM
April 19
Women in Exit Planning Symposium
Additional Paid Experience
Sponsored by
RBC Wealth Management
COMPLETE CE FORM
7:00 AM
11:30 AM
April 19
Advanced Tax Planning Workshop
COMPLETE CE FORM
Additional Paid Experience
7:00 AM
11:30 AM
April 19
1:00 PM
2:00 PM
April 19
2:15 PM
3:45 PM
April 19
10:00 AM
11:30 AM
April 20
Building a Successful Multi Million Dollar Exit Planning Practice
COMPLETE CE FORM
Breakout: Case Study
Beyond the Founder: Brand, Legacy, and Relevancy Through Transition
COMPLETE CE FORM
Breakout: Lecture Style
1:30 PM
3:00 PM
April 20
The Speakeasy: Mastering the Art, Science & Sport of Exit Planning
COMPLETE CE FORM
Breakout: Panel Discussion
Navigating Complex Dynamics in Family Business
COMPLETE CE FORM
Breakout: Panel Discussion
8:45 AM
9:45 AM
April 21
10:00 AM
11:30 AM
April 21
Center Of Influence Marketing for Professionals Expert Panel Discussion and Q&A
COMPLETE CE FORM
Breakout: Panel Discussion
From Theory to Practice: Implementing the Value Acceleration Methodology
COMPLETE CE FORM
Breakout: Panel Discussion
A Deeper Dive Into Advanced Tax Planning: Impacts on the Exit and Transition
COMPLETE CE FORM
Breakout: Panel Discussion
1:00 PM
2:30 PM
April 21
Narrow Framing and the (Painful) Journey of the Uniquely Successful Business Owner
COMPLETE CE FORM
Breakout: Lecture Style
2:45 PM
3:45 PM
April 21