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Continuing Education

Complete the CE Forms for each session you attend.

Sunday
Monday
Tuesday
Wednesday
Thursday

Sunday, May 21, 2023

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1:00 pm–
5:00 pm

Exhibit Hall

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CE Form
1:00 pm–
5:00 pm

Exhibit Hall

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CE Form
1:30 pm–
1:50 pm
Learning Lab

How to Effectively Work With an M&A Advisory Firm

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Sam Messina
CE Form
1:30 pm–
1:50 pm

How to Effectively Work With an M&A Advisory Firm

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Sam Messina
CE Form
1:30 pm–
1:50 pm
Learning Lab

How to Gain Tremendous Traction – Create more value Now AND at Exit

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Marshall Welch
CE Form
1:30 pm–
1:50 pm

How to Gain Tremendous Traction – Create more value Now AND at Exit

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Marshall Welch
CE Form
2:00 pm–
2:20 pm
Learning Lab

FamTec: The Missing Link to The Collaborative Exit Planning Team’s Toolkit

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Steve Alms
CE Form
2:00 pm–
2:20 pm

FamTec: The Missing Link to The Collaborative Exit Planning Team’s Toolkit

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Steve Alms
CE Form
2:00 pm–
2:20 pm
Learning Lab

How To Use Real Estate To Maximize Sales Proceeds and Minimize Taxes

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Gary Stache
Chris Martin
CE Form
2:00 pm–
2:20 pm

How To Use Real Estate To Maximize Sales Proceeds and Minimize Taxes

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Gary Stache
Chris Martin
CE Form
2:30 pm–
2:50 pm
Learning Lab

Adding Strategic Planning to Your Client Services

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Ken Sanginario
CE Form
2:30 pm–
2:50 pm

Adding Strategic Planning to Your Client Services

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Ken Sanginario
CE Form
2:30 pm–
2:50 pm
Learning Lab

Business Exit Planning: Help Clients Keep More of their Sale Proceeds

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Harry W. Coleman III
CE Form
2:30 pm–
2:50 pm

Business Exit Planning: Help Clients Keep More of their Sale Proceeds

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Harry W. Coleman III
CE Form
3:00 pm–
3:20 pm
Learning Lab

5 Content Marketing Tips to Get Owners to Think Exit

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Laura Ferguson
CE Form
3:00 pm–
3:20 pm

5 Content Marketing Tips to Get Owners to Think Exit

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Laura Ferguson
CE Form
3:00 pm–
3:20 pm
Learning Lab

2023 M&A Market Update – Balancing Risk and Reward

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Terry Johnson
CE Form
3:00 pm–
3:20 pm

2023 M&A Market Update – Balancing Risk and Reward

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Terry Johnson
CE Form
3:30 pm–
3:50 pm
Learning Lab

Communicating Your Value: Tactics for CEPA Financial Professionals to Help Gain New Clients

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Lee Small
CE Form
3:30 pm–
3:50 pm

Communicating Your Value: Tactics for CEPA Financial Professionals to Help Gain New Clients

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Lee Small
CE Form
3:30 pm–
3:50 pm
Learning Lab

The Valuation Continuum: Understand What Type of Business Valuation Your Client Needs and When

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Shina Culberson
CE Form
3:30 pm–
3:50 pm

The Valuation Continuum: Understand What Type of Business Valuation Your Client Needs and When

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Shina Culberson
CE Form
4:00 pm–
4:20 pm
Learning Lab

Mitigate Against Catastrophic Risk While Creating a Profit Center

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Mark Sims
CE Form
4:00 pm–
4:20 pm

Mitigate Against Catastrophic Risk While Creating a Profit Center

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Mark Sims
CE Form
4:00 pm–
4:20 pm
Learning Lab

The Business Succession Journey: 3 Steps to Engagement and 4 Steps to Getting it Done

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Joe Strazzeri
Shelley Lightfoot
CE Form
4:00 pm–
4:20 pm

The Business Succession Journey: 3 Steps to Engagement and 4 Steps to Getting it Done

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Joe Strazzeri
Shelley Lightfoot
CE Form
4:30 pm–
4:50 pm
Learning Lab

Where Are All The Value Advisors?

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Casey Clark
CE Form
4:30 pm–
4:50 pm

Where Are All The Value Advisors?

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Casey Clark
CE Form
4:30 pm–
4:50 pm
Learning Lab

Why is Everyone Talking About ESOPs?

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Leslie Lauer
CE Form
4:30 pm–
4:50 pm

Why is Everyone Talking About ESOPs?

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Leslie Lauer
CE Form
5:00 pm–
6:30 pm

Welcome Social

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CE Form
5:00 pm–
6:30 pm

Welcome Social

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CE Form

Monday, May 22, 2023

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6:30 am–
7:30 am

Breakfast

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CE Form
6:30 am–
7:30 am

Breakfast

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CE Form
6:30 am–
5:00 pm

Exhibit Hall

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CE Form
6:30 am–
5:00 pm

Exhibit Hall

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CE Form
7:45 am–
8:00 am

State of the Institute Address

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Scott Snider
CE Form
7:45 am–
8:00 am

State of the Institute Address

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Scott Snider
CE Form
8:00 am–
9:00 am
Keynote

That Will Never Work: The Birth of Netflix and The Amazing Life of an Idea

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Marc Randolph
CE Form
8:00 am–
9:00 am

That Will Never Work: The Birth of Netflix and The Amazing Life of an Idea

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Marc Randolph
CE Form
9:00 am–
9:30 am

Networking Break

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CE Form
9:00 am–
9:30 am

Networking Break

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CE Form
9:30 am–
10:30 am
Breakout Session

Maximizing the Value of Human Capital

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Laura Queen
CE Form
9:30 am–
10:30 am

Maximizing the Value of Human Capital

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Laura Queen
CE Form
9:30 am–
10:30 am
Breakout Session

Overview of the Value Acceleration Methodology

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Scott Snider
CE Form
9:30 am–
10:30 am

Overview of the Value Acceleration Methodology

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Scott Snider
CE Form
9:30 am–
10:30 am
Breakout Session

A Proven System to Accelerate Revenues with a CEPA Credential

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Susan Danzig
CE Form
9:30 am–
10:30 am

A Proven System to Accelerate Revenues with a CEPA Credential

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Susan Danzig
CE Form
9:30 am–
10:30 am
Breakout Session

Mergers & Acquisitions: Deal Terms, Deal Killers and War Stories

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Jaclyn Ring
Scott Mashuda
Todd Torquato
CE Form
9:30 am–
10:30 am

Mergers & Acquisitions: Deal Terms, Deal Killers and War Stories

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Jaclyn Ring
Scott Mashuda
Todd Torquato
CE Form
10:30 am–
10:45 am

Break

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CE Form
10:30 am–
10:45 am

Break

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CE Form
10:45 am–
11:45 am
Breakout Session

Drive More Revenue, Manage Fewer Clients: Become “The Specialist” in Business Sales

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Scott Bushkie
CE Form
10:45 am–
11:45 am

Drive More Revenue, Manage Fewer Clients: Become “The Specialist” in Business Sales

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Scott Bushkie
CE Form
10:45 am–
11:45 am
Breakout Session

Building Strong Family Values to Integrate into Exit Planning

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Rich Christiansen
CE Form
10:45 am–
11:45 am

Building Strong Family Values to Integrate into Exit Planning

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Rich Christiansen
CE Form
10:45 am–
11:45 am
Breakout Session

Unlock the Value of the CEPA Membership within Your Marketing

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Paige Wysocki
Colleen Kowalski
CE Form
10:45 am–
11:45 am

Unlock the Value of the CEPA Membership within Your Marketing

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Paige Wysocki
Colleen Kowalski
CE Form
10:45 am–
11:45 am
Breakout Session

Capitaliz On Our 21-Step Exit Planning Process Used With Over 700 Clients Over 10 Years

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Dr. Craig West
CE Form
10:45 am–
11:45 am

Capitaliz On Our 21-Step Exit Planning Process Used With Over 700 Clients Over 10 Years

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Dr. Craig West
CE Form
11:45 am–
1:15 pm

Lunch and Author Showcase

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CE Form
11:45 am–
1:15 pm

Lunch and Author Showcase

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CE Form
1:15 pm–
2:15 pm
Breakout Session

Inbound Advisory – Automating Your Engagements

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Aaron Stine
CE Form
1:15 pm–
2:15 pm

Inbound Advisory – Automating Your Engagements

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Aaron Stine
CE Form
1:15 pm–
2:15 pm
Breakout Session

Self-Publish and Succeed – Book Writing for Business Growth

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Julie Broad
CE Form
1:15 pm–
2:15 pm

Self-Publish and Succeed – Book Writing for Business Growth

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Julie Broad
CE Form
1:15 pm–
2:15 pm
Breakout Session

An Expert Panel Analyzes Exit Options

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Scott Snider
Keith Apton
Scott Mashuda
Bobby Kingsbury
Judi Cunningham
CE Form
1:15 pm–
2:15 pm

An Expert Panel Analyzes Exit Options

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Scott Snider
Keith Apton
Scott Mashuda
Bobby Kingsbury
Judi Cunningham
CE Form
1:15 pm–
2:15 pm
Breakout Session

Business Succession & Tax Planning – Helping Your Clients Retain More

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Gal Kaufman
Paul Quast
Bradley Barros
CE Form
1:15 pm–
2:15 pm

Business Succession & Tax Planning – Helping Your Clients Retain More

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Gal Kaufman
Paul Quast
Bradley Barros
CE Form
2:15 pm–
2:45 pm

Networking Break

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CE Form
2:15 pm–
2:45 pm

Networking Break

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CE Form
2:45 pm–
3:45 pm
Main Stage

The Evolution of Exit Planning

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Christopher Snider
CE Form
2:45 pm–
3:45 pm

The Evolution of Exit Planning

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Christopher Snider
CE Form
3:45 pm–
5:00 pm

Excellence in Exit Planning Awards

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CE Form
3:45 pm–
5:00 pm

Excellence in Exit Planning Awards

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CE Form
5:00 pm–
7:00 pm

Charity Giveback Social

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CE Form
5:00 pm–
7:00 pm

Charity Giveback Social

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CE Form

Tuesday, May 23, 2023

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6:30 am–
3:30 pm

Exhibit Hall

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CE Form
6:30 am–
3:30 pm

Exhibit Hall

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CE Form
6:45 am–
8:00 am

Breakfast

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CE Form
6:45 am–
8:00 am

Breakfast

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CE Form
8:00 am–
9:30 am
Power Session

The Power of Hype: Become a Celebrity in Your Field (Without Selling Your Soul)

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Michael Schein
CE Form
8:00 am–
9:30 am

The Power of Hype: Become a Celebrity in Your Field (Without Selling Your Soul)

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Michael Schein
CE Form
8:00 am–
9:30 am
Power Session

Leveraging Your Personal Brand

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Justin Castelli
CE Form
8:00 am–
9:30 am

Leveraging Your Personal Brand

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Justin Castelli
CE Form
8:00 am–
9:30 am
Power Session

Building A Brand with Impact

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Michael Sheppard
CE Form
8:00 am–
9:30 am

Building A Brand with Impact

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Michael Sheppard
CE Form
8:00 am–
9:30 am
Power Session

Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

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Meghaan Lurtz
CE Form
8:00 am–
9:30 am

Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

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Meghaan Lurtz
CE Form
8:00 am–
9:30 am
Power Session

The Champions Way: Culture Is the Key In Business Transition & Exit Planning

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Ben Utecht
CE Form
8:00 am–
9:30 am

The Champions Way: Culture Is the Key In Business Transition & Exit Planning

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Ben Utecht
CE Form
9:30 am–
10:00 am

Networking Break

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CE Form
9:30 am–
10:00 am

Networking Break

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CE Form
10:00 am–
11:00 am
Breakout Session

Business Value Growth & Maximization

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Justin Goodbread
CE Form
10:00 am–
11:00 am

Business Value Growth & Maximization

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Justin Goodbread
CE Form
10:00 am–
11:00 am
Breakout Session

Minimize Risk, Maximize Value

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Brian Trzcinski
CE Form
10:00 am–
11:00 am

Minimize Risk, Maximize Value

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Brian Trzcinski
CE Form
10:00 am–
11:00 am
Breakout Session

How to Navigate the Buyer Landscape

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Wayne Bell
Ron Pullar
CE Form
10:00 am–
11:00 am

How to Navigate the Buyer Landscape

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Wayne Bell
Ron Pullar
CE Form
10:00 am–
11:00 am
Breakout Session

Can I Borrow Your Car? How to Minimize Risk and Maximize Return in Your Referral System

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Mike Garrison
CE Form
10:00 am–
11:00 am

Can I Borrow Your Car? How to Minimize Risk and Maximize Return in Your Referral System

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Mike Garrison
CE Form
11:00 am–
11:15 am

Break

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CE Form
11:00 am–
11:15 am

Break

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CE Form
11:15 am–
12:45 pm
Main Stage

Case Study Group Work

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Christopher Snider
CE Form
11:15 am–
12:45 pm

Case Study Group Work

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Christopher Snider
CE Form
12:45 pm–
2:00 pm
Main Stage

Lunch and Case Study Panel

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CE Form
12:45 pm–
2:00 pm

Lunch and Case Study Panel

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CE Form
2:00 pm–
3:30 pm
Main Stage

At the Capacity Crossroads: 3 Visions for Scaling the Advisory Firm You Want

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Michael Kitces
CE Form
2:00 pm–
3:30 pm

At the Capacity Crossroads: 3 Visions for Scaling the Advisory Firm You Want

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Michael Kitces
CE Form
3:30 pm–
5:00 pm

Summit After Party Social

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CE Form
3:30 pm–
5:00 pm

Summit After Party Social

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CE Form

Wednesday, May 24, 2023

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8:00 am–
3:00 pm
Workshop

Value Acceleration Revealed: How Value Growth Advisors Do the Work and What Business Owners, and You, Should Expect

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Sean Hutchinson
Cindy Reid-Shelton
CE Form
8:00 am–
3:00 pm

Value Acceleration Revealed: How Value Growth Advisors Do the Work and What Business Owners, and You, Should Expect

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Sean Hutchinson
Cindy Reid-Shelton
CE Form
8:00 am–
3:30 pm
Workshop

Women in Exit Planning Symposium

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Shelley Lightfoot
Bianca Benedetti-Fang
Jessica Fialkovich
Shanda McFadden
Martha Sullivan
Jaclyn Ring
Kiley Peters
Kathleen Pritchard
CE Form
8:00 am–
3:30 pm

Women in Exit Planning Symposium

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Shelley Lightfoot
Bianca Benedetti-Fang
Jessica Fialkovich
Shanda McFadden
Martha Sullivan
Jaclyn Ring
Kiley Peters
Kathleen Pritchard
CE Form
8:00 am–
5:00 pm
Workshop

Behind the Conversation

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Joe Strazzeri
Shelley Lightfoot
CE Form
8:00 am–
5:00 pm

Behind the Conversation

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Joe Strazzeri
Shelley Lightfoot
CE Form

Thursday, May 25, 2023

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8:00 am–
5:00 pm
Workshop

Behind the Conversation

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Joe Strazzeri
Shelley Lightfoot
CE Form
8:00 am–
5:00 pm

Behind the Conversation

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Joe Strazzeri
Shelley Lightfoot
CE Form
  • 2023 Summit
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  • 2023 Summit
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  • Partnership
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  • 2023 Summit
    • Agenda
    • Speakers
    • Partners
  • Partnership
  • Venue
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  • VIP Packages
  • 2023 Summit
    • Agenda
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  • Partnership
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Register
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