2022 Exit Planning Institute Program Announcement

Exit Planning Institute is excited to announce our new programs. After over a year of entirely virtual education, we are thrilled to announce the return of our in-person programming! This year we will host eight virtual CEPA Masterclass credentialing programs, several CEPA Executive Experience in-person programs, the launch of a robust virtual education platform, and one world-class Exit Planning Summit in the spring! 

CEPA Masterclass

In the first half of 2021, our virtual CEPA Masterclass programs have educated over 516 advisors about exit planning and business strategy. The success of this program has proven that quality virtual courses for business professionals are an effective form of education. Scott Snider, President of Exit Planning Institute, says, “The CEPA Masterclass platform redefined the way EPI viewed online education. I think it really changed the way our industry looked at hosting professional designation programs online.”   

  • October 25-29, 2021
  • November 15-19, 2021
  • January 17-21, 2022
  • March 21-25, 2022
  • April 25-29, 2022
  • June 20-24, 2022
  • July 18-22, 2022
  • September 19-23, 2022
  • October 17-21, 2022
  • November 14-18, 2022

Register for an upcoming CEPA Masterclass

CEPA Executive Experience

CEPA Executive Experience™ is an in-person, live program, hosted at state-of-the-art education facilities throughout the United States. This program provides attendees with a collaborative, interactive group environment to learn the core principles of value acceleration.

We are excited to bring the CEPA Executive Experience program to cities across the country this year. 

  • February 14 – 17 in Scottsdale, Arizona
  • May 16 – 19 in Chicago, Illinois

Learn more about CEPA Executive Experience and register for an upcoming program

EPI Academy

EPI Academy is Exit Planning Institute’s new interactive online learning platform. In the coming year, EPI Academy will house all of our virtual education, our updated Member Center, student dashboard, and interactive chatroom networking functionality. 

We designed the platform in tracks that allow advisors to easily find the content and education they are looking for to enhance their practice. These include recommended learning and professional development plans. Scott Snider says EPI Academy is “continued professional development in a convenient way. It allows advisors a way to build and advance their own practice by completing courses at their own pace online.”   

EPI Academy is currently home to our Marketing for Professional Advisors Masterclass with marketing expert, Kiley Peters. In the next year, we will be adding more exit planning education to EPI Academy. Earning the CEPA credential is the first step in mastering exit planning. Now is the time to build upon that knowledge with our CEPA Mastery learning track in EPI Academy

These courses include:

Marketing for the Professional Advisor Masterclass – Available now
During the course, instructor Kiley Peters gives professional advisors instantly actionable strategies and tactics (and a turnkey marketing playbook) that can be tied to revenue metrics for you to hit the ground running immediately.

Learn more and Register for the course here: www.EPIMMC.com

Practice Launch Lite – November 2021
The program allows advisors to understand how to position their practice for business development, practice management, and client delivery.

Learn more and Pre-Register for the course here: www.EPIPLL.com

Mastering the Triggering Event – Coming 2022
The Triggering Event is the key to getting owners to realize what they have, educate them, and ultimately get them going down the right track. 

Facilitating an Effective Owner Roundtable – Coming 2022
This course includes materials and marketing pieces to help exit planning advisors conduct and host virtual or in-person educational owner roundtables including topics on Five Stages of Value Maturity, Value Acceleration Methodology, and Exit Options.

Implementing the 120-Day Playbook – Coming 2022
The course is an expansion of the playbook for advisors to lay the foundation to implement the training, tools, and knowledge into their practice. EPI President, Scott Snider will dissect each accountability meeting and build a business planning canvas for your firm. 

Building an Exit Planning Team – Coming 2022
Advisors will learn what makes for a good exit planning team and how to effectively collaborate. In this program, professional advisors will see how to build and manage their transition advisory team and the business owner’s team internally as they strive towards a more ready and valuable company. 

Do you want to be the first to know when our new EPI Academy courses launch? Sign up for notifications about our latest releases! 

Sign Up for EPI Academy Course Release Notifications

The Return of The Exit Planning Summit

For the first time since January of 2019, the Exit Planning Summit is back! We are thrilled to welcome CEPAs back to a world-class in-person conference in May 2022!

Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices. We cannot wait to see you all in the spring! Stay tuned for our official Summit location announcement! We will release the date with our Black Friday deals next month!

Sign Up for Summit Notifications