Sessions Overview

Integrating the CEPA designation into your approach is critical path. In these Resource & Solution Labs, learn from some of the top service and product partners and providers in the EPI Community. These sessions will uncover partnering and team building opportunities, business development and marketing tactics, owner engagement tactics, exit planning service delivery solutions, opportunities to help your business owner clients drive value and align goals, while helping advisors grow their own firms.

The Exit Planning Summit features two main stage panel sessions and a session from our Keynote Speaker. During these sessions attendees will hear best-in-class strategies from advisors in the exit planning industry.

The Exit Planning Summit Keynote session will open the conference on Monday morning. Stay tuned as we will announce our Keynote Speaker later this year!

This year the Exit Planning Summit includes nine breakout sessions. These breakout sessions offer attendees the opportunity to learn introductory education about exit planning topics, learn key business development strategies, and gain a mastery level of understanding of value growth and exit planning.

Power Sessions will take the format of brief and focused presentations, similar in style to a TED Talk, providing actionable education and insight with the goal of continuing to advance and grow the exit planning discipline into a more transformational and valuable experience for business owners and entrepreneurs. Our goal is to provide thought provoking, inspiring, and motivational experiences that transform the way we think. In keeping with the theme of this year’s Summit, the Power Sessions will focus on E-P-I, experiences, people, and innovation – three elements we feel are foundational for success in the exit planning space.