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SESSION OVERVIEW

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Unstructured networking often leaves valuable connections on the table. Designed specifically in response to advisor feedback, this highly interactive 90-minute breakout blends expert-led instruction with structured, dynamic peer connection.

Facilitated by EPI Faculty and Mastery-level CEPA Chapter Presidents, this session moves beyond traditional meet-and-greets through a facilitated 'Ask Me Anything' and round-table workshop format.

Participants will engage in structured table rotations, moving through focused discussion rounds centered on multi-disciplinary teaming, chapter leadership, and activating your CEPA designation to build a powerful referral network. You will walk away with actionable strategies for building trust across advisor teams, deeper relationships with national peers, and a proven framework for cultivating high-value professional networks in your local market.

Wally Waldron
Julie Keyes
Rick Krebs
Amy Wirtz
Melisa Silverman
  • Apply structured multi-disciplinary teaming principles to collaborate smoothly with CPAs, attorneys, wealth managers and advisors, EOS Implementors, ESOP experts, Family Business Advisors, and Value Acceleration Consultants.
  • Implement actionable frameworks for activating your CEPA designation to expand local market presence and chapter engagement.
  • Master peer-to-peer facilitation tools and structured round-table dialogues that turn casual introductions into deep professional trust.
  • Operationalize high-impact referral networks through collaborative advisory alignment.
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