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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
Additional Paid Experience
COMPLETE CE FORM
Christopher Snider Christopher Snider
7:00 AM 11:30 AM
April 19
Women in Exit Planning Symposium
Additional Paid Experience
Sponsored by RBC Wealth Management
COMPLETE CE FORM
Wendy Axtell Wendy Axtell Kristin Carlson Kristin Carlson Tracy Hanson Tracy Hanson Sarah Hewitt Sarah Hewitt Dawn Hryshko Dawn Hryshko Leslie Lauer Leslie Lauer Amy Morin Amy Morin Jaclyn Ring Jaclyn Ring Tina Corner Stolz Tina Corner Stolz Kariann Voorhees Kariann Voorhees
7:00 AM 11:30 AM
April 19
Advanced Tax Planning Workshop
Additional Paid Experience
COMPLETE CE FORM
Shelley Lightfoot Shelley Lightfoot Joe Strazzeri Joe Strazzeri
7:00 AM 11:30 AM
April 19
NEW! From CEPA to Specialist: How Financial Advisors Win with Business Owners - Financial Advisors Only
Additional Experience
COMPLETE CE FORM
Casey Clark Casey Clark
1:00 PM 2:00 PM
April 19
Setting the Table: Language and Tools That Unlock the Process with Business Owners
COMPLETE CE FORM
Scott Snider Scott Snider
2:15 PM 3:45 PM
April 19
Leading Early: How CEPAs Create Clarity and Readiness for Owners
COMPLETE CE FORM
Ben Hammer Ben Hammer Shelley Lightfoot Shelley Lightfoot Kevin Mallory Kevin Mallory Kathleen Pritchard Kathleen Pritchard Mark Sims Mark Sims Scott Snider Scott Snider Joe Strazzeri Joe Strazzeri Brian Trzcinski Brian Trzcinski Craig West Craig West
4:00 PM 5:30 PM
April 19
From Insight to Commitment: Strategic Collaboration in the Decide Gate
COMPLETE CE FORM
Michael Bannon Michael Bannon Jason Bush Jason Bush Scott Bushkie Scott Bushkie Fred Gratz Fred Gratz Jason Kimball Jason Kimball Zoe Schlag Zoe Schlag Scott Snider Scott Snider Gerry Spitzer Gerry Spitzer
8:45 AM 9:45 AM
April 20
The Champion’s Creed
Keynote
COMPLETE CE FORM
Ben Utecht Ben Utecht
10:00 AM 11:30 AM
April 20
Building a Successful Multi Million Dollar Exit Planning Practice
Breakout: Case Study
COMPLETE CE FORM
Craig West Craig West
Bridging the Value Gap: Three Live Valuation Case Studies for Exit-Planning Advisors
Breakout: Case Study
COMPLETE CE FORM
Shina Culberson Shina Culberson
Beyond the Founder: Brand, Legacy, and Relevancy Through Transition
Breakout: Lecture Style
COMPLETE CE FORM
Sharon Spooler Sharon Spooler Andrea Steinbrenner Andrea Steinbrenner
1:30 PM 3:00 PM
April 20
The Speakeasy: Mastering the Art, Science & Sport of Exit Planning
Breakout: Panel Discussion
COMPLETE CE FORM
Jesse Abercrombie Jesse Abercrombie Renee Russo Renee Russo Joe Seetoo Joe Seetoo
Navigating Complex Dynamics in Family Business
Breakout: Panel Discussion
COMPLETE CE FORM
Judi Cunningham Judi Cunningham Vivek Sarin Vivek Sarin Amy Wirtz Amy Wirtz
Protecting Business Value: Why Buy-Sell Agreements Matter for Every Business Advisor
Breakout: Case Study
COMPLETE CE FORM
Jacqueline Kaltz-Coulombe Jacqueline Kaltz-Coulombe Tim Oliver Tim Oliver
8:45 AM 9:45 AM
April 21
The Most Overlooked Leg of the Stool: Personal Planning as the Key to Exit Success
COMPLETE CE FORM
Cara Gray Cara Gray Susan Latremoille Susan Latremoille Jerome Myers Jerome Myers Marianne Oehser Marianne Oehser Scott Snider Scott Snider
10:00 AM 11:30 AM
April 21
Center Of Influence Marketing for Professionals Expert Panel Discussion and Q&A
Breakout: Panel Discussion
COMPLETE CE FORM
Michael Garrison Michael Garrison Adam Koos Adam Koos Tina Corner Stolz Tina Corner Stolz
From Theory to Practice: Implementing the Value Acceleration Methodology
Breakout: Panel Discussion
COMPLETE CE FORM
Gordon Bell Gordon Bell Jessica Fialkovich Jessica Fialkovich Justin Goodbread Justin Goodbread Julie Keyes Julie Keyes
A Deeper Dive Into Advanced Tax Planning: Impacts on the Exit and Transition
Breakout: Panel Discussion
COMPLETE CE FORM
Brad Barros Brad Barros Tom Handler Tom Handler Michael King Michael King Joe Strazzeri Joe Strazzeri
1:00 PM 2:30 PM
April 21
Narrow Framing and the (Painful) Journey of the Uniquely Successful Business Owner
Breakout: Lecture Style
COMPLETE CE FORM
Ken Haman Ken Haman
Earn Your Seat at the Owner's Table: How Wealth Advisors Win with Value Acceleration
Breakout: Case Study
COMPLETE CE FORM
Greg Maddox Greg Maddox
Inside the Mind of an Investment Banker:  How Deals Are Shaped by Good Advice, Bad Advice, or No Advice
Breakout: Case Study
COMPLETE CE FORM
Rebecca Fatica Rebecca Fatica Scott Mashuda Scott Mashuda Jaclyn Ring Jaclyn Ring
2:45 PM 3:45 PM
April 21
Legendary Leadership: The Toughest Choice—The Mask or the Mirror
Keynote
COMPLETE CE FORM
Tommy Breedlove Tommy Breedlove

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