Share this
by Colleen Kowalski on February 19, 2024
Exit Planning Institute is headed to Marco Island this April for the 2024 Exit Planning Summit. The Summit is the largest exit planning-centric conference in the world. During the Summit, over 35 speakers will take the stage. The most popular sessions at the Summit are our Power Sessions.
Learn more about the five Power Sessions speakers, explore their session topics, and view a new addition to the Exit Planning Summit below!
What are Power Sessions?
Power Sessions will take the format of brief and focused presentations, similar in style to a TED Talk, providing actionable education and insight to continue 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 the 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.
Meet the Power Sessions Speakers
Jessica Fialkovich
Jessica Fialkovich is a business exit expert, award-winning entrepreneur, and best-selling author. Jessica’s expertise stems from over a decade of owning the #1 Transworld Business Advisors location in the world, focused on brokering main street and lower middle market businesses. After overseeing 850+ transactions, she now focuses her time as President of Exit Factor, a value enhancement firm that offers comprehensive guidance on value creation for small to mid-sized business owners.
Learn about Jessica’s Power Session, “The Day After.”
Skyler Stokes
Skyler is an advisor, a writer, a family man, and a full-time optimist.
He began his career over 12 years ago at his family’s wealth management firm in San Diego working with clients on investment advice and financial planning.
Becoming more interested in tax reduction, deferral, and opportunistic strategies, Skyler transitioned into collaborating with other local firms to harmonize the personal with the financial for high-net-worth individuals, families, and business owners.
Skyler is a Certified Exit Planning Advisor® (CEPA), an Accredited Investment Fiduciary (AIF), and a Certified Founder’s Group Associate (CFGA). He founded and manages Aloha Wealth Partners, a firm focused on helping advise investors and business owners on direct and syndicated real estate, private equity, seed funding, and alternative investments.
Learn more about Skyler’s Power Session, “The Tribe Mentality: Winning is a Team Effort.”
John D. Hanson
In demanding industries like the Military, Ministry, Retail, Finance, Healthcare, Industrial Automation, Manufacturing, and Non-profit, John D. Hanson has established himself as an engaged leader, earning promotions and management opportunities. The ability to work well with others has been a constant theme throughout his career.
Within 90 days of hire for a Fortune 100 company, John trained onboarding team members due to team-leading performance in quality, service, and accuracy.
While working full-time for a Fortune 10 company and serving as a military reservist, John earned two simultaneous bachelor’s degrees, graduating with 4.0 GPAs in both degrees in just 2 years.
His first book, WOW Your Customers! 7 Ways to World-Class Service was published in 2018, with copies selling worldwide. In 2024 he released his book 5th Dimensional Customer Experience: Your Win/Win Entrepreneurial Business Plan. John has interviewed leaders on every continent and addressed global summits, in-person conferences, and virtual events.
Learn more about John’s Power Session, “Leveraging 5th Dimensional Customer Experience.”
Mary Pat Knight
Mary Pat Knight is a Trusted Advisor, Coach, and Author. Her 30-year career has spanned executive leadership positions in all functional business areas.
As the CEO of Leaders Inspired, she authored the #1 International Best Seller, The Humanized Leader.
Mary Pat’s signature system focuses on creating Emotional Intelligence in entrepreneurially founded and family-led businesses. The system is proven to create healthy teams, inspire leaders, and transform cultures.
Leaders Inspired exists with a simple goal in mind – When inspired leaders inspire others, they can change the world.
Learn more about Mary Pat’s Power Session, “Ditch the Drama: Elevating Humanized Leaders.”
Tom Deans
Dr. Tom Deans is the author of Every Family’s Business — the best-selling family business book of all time — selected by The New York Times as one of the Top Ten Books Business Owners Should Read. With more than a million copies sold in more than 100 countries, the book provides the framework for his public lectures and seminars. Having delivered more than 2000 speeches in 27 countries
Previously, Deans was the CEO of a large multinational family business, has worked in banking and in government relations, and has been the president of a railway. Tom has been featured in numerous magazines and journals including: Profit, Money Sense, Inc. The Wall Street Journal, and The New York Times. A frequent guest on CNBC, Money Line, and BNN, Tom is a highly sought-after international public speaker on succession planning, wealth management, and philanthropic giving. With his family selling businesses for more than $100 million, prepare to unlearn everything you thought you knew about protecting and transitioning family wealth.
Learn more about Tom’s Power Session, “Why Gifting a Family Business to The Next Generation Is Destroying Family Wealth.”
New to the 2024 Exit Planning Summit: Sunrise Table Talks
The Sunrise Table Talks will take place on Tuesday morning for an hour before breakfast on the terrace overlooking the beach. CEPAs can sign up for special topics featured in these Table Talks and collaboratively discuss these topics in a small group setting. Some of these Table Talks include a discussion on EPI Chapters by Joe Seetoo, making quality referrals by Mike Garrison, utilizing Member Content by John Weishar, marketing strategies by Paige Wysocki, and the importance of teams by Julie Keyes.
EPI has five partnership opportunities for our trusted partners to lead a Table Talk of their own. Table Talk Partners select their topic and lead the discussion with nine attendees. Moderating a Table Talk is the perfect opportunity to gain access to CEPAs most interested in your expertise. For more information on Exit Planning Summit Partnership Enhancements contact Josh Koza at jkoza@earncepa.com.
Attend the 2024 Exit Planning Summit!
The Exit Planning Summit provides advisors with a transformative impact. Elevate your approach to business owners, foster meaningful interactions, and experience conversations that drive effective exit planning strategies. During the three-day Summit, attendees will cultivate lasting relationships and establish enduring connections with influential business owners, setting the stage for a consistent stream of successful sales opportunities.
Immerse yourself in a transformative experience at the forefront of exit planning in Marco Island from April 28 – 30. Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2024 Exit Planning Summit.
