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SESSION TYPE OVERVIEW

Elevate your expertise, spark innovation, and redefine the exit planning journey. The 2027 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 2027 Exit Planning Summit. Explore below to curate your perfect Summit experience.

 

 

 

The Exit Planning Summit features two Keynote sessions and one Main Stage Panel, bringing attendees together for high-impact conversations and insights from leaders in the exit planning industry. These sessions will explore best-in-class strategies, real-world experiences, and perspectives designed to help advisors strengthen their approach to serving business owners and delivering greater value throughout the exit planning process. 

Keynote
 
 
 
The Exit Planning Summit Keynote sessions feature Casey Clark and Scott Bushkie, bringing their expertise and perspectives to the main stage. These sessions are designed to inspire new ideas, challenge conventional thinking, and provide valuable insights that advisors can take back to their practices. The Summit will open Monday morning with a keynote designed to set the tone for the event and create momentum for the conversations and learning ahead.  
MainStage

 

 

 

Breakout sessions give attendees the opportunity to dive deeper into specific topics, engage with fellow advisors, and explore practical strategies they can apply to their own practices. Each breakout session is organized by Track and Learning Style, helping attendees find sessions that align with their interests, goals, and preferred way of learning. 

Breakouts
Keynote
KEYNOTE SESSIONS

 

 

 

The Exit Planning Summit features two Keynote sessions and one Main Stage Panel, bringing attendees together for high-impact conversations and insights from leaders in the exit planning industry. These sessions will explore best-in-class strategies, real-world experiences, and perspectives designed to help advisors strengthen their approach to serving business owners and delivering greater value throughout the exit planning process. 

Keynote
MainStage
MAIN STAGE
 
 
 
The Exit Planning Summit Keynote sessions feature Casey Clark and Scott Bushkie, bringing their expertise and perspectives to the main stage. These sessions are designed to inspire new ideas, challenge conventional thinking, and provide valuable insights that advisors can take back to their practices. The Summit will open Monday morning with a keynote designed to set the tone for the event and create momentum for the conversations and learning ahead.  
MainStage
BreakoutSessions
BREAKOUT SESSIONS

 

 

 

Breakout sessions give attendees the opportunity to dive deeper into specific topics, engage with fellow advisors, and explore practical strategies they can apply to their own practices. Each breakout session is organized by Track and Learning Style, helping attendees find sessions that align with their interests, goals, and preferred way of learning. 

Breakouts

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