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SESSION TYPE OVERVIEW

Elevate your expertise, spark innovation, and redefine the exit planning journey. The 2026 Exit Planning Summit delivers dynamic, purpose-built session formats designed to immerse you in the latest strategies, ideas, and inspiration from the world’s leading exit-planning advisors, experts, and innovators.

EXIT PLANNING SUMMIT SESSION TYPES

With a variety of sessions, there is something for everyone at the 2026 Exit Planning Summit. Explore below to curate your perfect Summit experience.

 

Each year, the Exit Planning Summit kicks off and concludes with keynote sessions designed to inspire, challenge, and set the tone for what’s ahead. In 2026, our keynote speakers will bring a fresh perspective on leadership, what it means to be legendary, innovation, and the culture creed powering a significant business, equipping you to think bigger about the role you play in shaping owner outcomes.

Keynote

 
 
 
Experience the future of exit planning through three high-impact main stage panel discussions, covering relevant and interesting aspects of exit planning. Expect thought leadership, tactical insights, and storytelling that sparks action and transformation. 
MainStage

You asked, we listened, and we’ve built a variety of session formats to ensure every learning style is supported and every conversation is valuable.

 

Case Study Sessions
See exit planning come to life through real-world examples. These sessions break down the strategies, challenges, and wins from actual engagements so you can take proven ideas back to your own practice.

 

Panel Discussions
Experience dynamic conversations with industry leaders who bring unique perspectives to the table. Panels give you practical takeaways, fresh strategies, and a chance to hear how others are solving the same challenges you face.

 

Lecture-Style Sessions
Learn directly from top experts as they share the newest trends, tools, and frameworks shaping the future of exit planning. These sessions deliver big ideas and practical insights that will expand your advisor toolkit.

Breakouts

Workshops at the Exit Planning Summit are immersive, small-group experiences designed to help you tackle real challenges head-on. Guided by seasoned experts, you’ll refine strategies, practice new tools, and collaborate with peers to put concepts into action. From sharpening your tax planning skills to mastering the triggering event, these sessions are built for immediate impact. 
 
Please note: Workshops are purchased separately from your Exit Planning Summit registration and have limited capacity. Reserve early to secure your spot.
Workshops
Keynote
KEYNOTE SESSIONS

 

Each year, the Exit Planning Summit kicks off and concludes with keynote sessions designed to inspire, challenge, and set the tone for what’s ahead. In 2026, our keynote speakers will bring a fresh perspective on leadership, what it means to be legendary, innovation, and the culture creed powering a significant business, equipping you to think bigger about the role you play in shaping owner outcomes.

Keynote
MainStage
MAIN STAGE

 
 
 
Experience the future of exit planning through three high-impact main stage panel discussions, covering relevant and interesting aspects of exit planning. Expect thought leadership, tactical insights, and storytelling that sparks action and transformation. 
MainStage
BreakoutSessions
BREAKOUT SESSIONS

You asked, we listened, and we’ve built a variety of session formats to ensure every learning style is supported and every conversation is valuable.

 

Case Study Sessions
See exit planning come to life through real-world examples. These sessions break down the strategies, challenges, and wins from actual engagements so you can take proven ideas back to your own practice.

 

Panel Discussions
Experience dynamic conversations with industry leaders who bring unique perspectives to the table. Panels give you practical takeaways, fresh strategies, and a chance to hear how others are solving the same challenges you face.

 

Lecture-Style Sessions
Learn directly from top experts as they share the newest trends, tools, and frameworks shaping the future of exit planning. These sessions deliver big ideas and practical insights that will expand your advisor toolkit.

Breakouts
Workshops
WORKSHOPS

Workshops at the Exit Planning Summit are immersive, small-group experiences designed to help you tackle real challenges head-on. Guided by seasoned experts, you’ll refine strategies, practice new tools, and collaborate with peers to put concepts into action. From sharpening your tax planning skills to mastering the triggering event, these sessions are built for immediate impact. 
 
Please note: Workshops are purchased separately from your Exit Planning Summit registration and have limited capacity. Reserve early to secure your spot.
Workshops

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