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by Colleen Kowalski on March 29, 2022
The Exit Planning Summit is the largest exit planning conference in the world. We are incredibly honored to feature 40 experts in exit planning, leadership, and marketing at this year’s Summit in Scottsdale, Arizona. Enjoy three days of education, networking, and transformational experiences this May. One of the most popular sessions during our past Summits was CEPA Feud, and we are excited to announce its return this Spring!
Are you unfamiliar with CEPA Feud? Learn a bit more about this highly-rated session below!
Not Your Traditional Conference Session
The Exit Planning Summit is not your traditional conference. We understand the importance of hosting engaging sessions with innovative and interactive methods of relaying important information. CEPA Feud combines the fast-paced energy of one of your favorite game shows with the exceptional education you have come to expect from Exit Planning Institute. This lively session will take place during lunch on Tuesday, May 3 as two teams compete to see who knows the most about trending exit planning topics.
EPI CEO, Chris Snider, shares, “The early conferences were very typical with one presentation after the other. Today, we have a community, and everyone participates and provides input. Now we have socializing, a charity event, Power Sessions, really intriguing speakers, exit planning awards, group case studies, and of course CEPA Feud! It’s really a much more robust experience and I think we all have a lot of fun.”
Uncovering Research About the CEPA Community
During CEPA Feud, two teams of CEPAs will test their knowledge to see who is more familiar with the CEPA community. The teams will face off over the results from our 2021 Member Survey, key demographics of CEPAs in their network, and trending pain points for professional advisors.
Scott Snider shares, “We selected this theme so CEPAs could learn more about each other and reflect on what we all need in the CEPA community. We hope to have a bit of fun and share some laughs during this game.”
Meet the Teams
The two teams of CEPAs will be captained by Bobby Kingsbury and Scott Mashuda. Bobby and Scott are talented members of the EPI Faculty and will make for a lively addition to the 2022 Exit Planning Summit.
Bobby Kingsbury, Team Captain: Bobby is responsible for the sourcing of investment opportunities, leading the partnership’s e-marketing strategy, website design, and managing and developing Limited Partner relationships.
Alina Rivera: Alina has experience in business valuation which helps her guide business owners to an understanding of how the decisions they make today impact the value of their business.
Joe Seetoo: Joe has 23 years of experience in providing wealth management for affluent business owners and high-net-worth families.
Kim “Mo” Mahoney: Mo’s main focus is on Business Exit Preparation and Strategy as well as facilitating coordination with other advisors in the development of the overall plan in order to achieve superlative results for clients and their families.
Scott Mashuda, Team Captain: Scott has nearly 20 years of mergers & acquisitions and business valuation experience. He has represented both public and private companies in matters of sale, purchase, valuation, and restructuring.
Gustavo Schutt: Gustavo is a specialist in “increasing the value of companies” and assisting their owners to have the best alternatives and the best preparation for when they want to leave their company.
Christine Trumbull: Christine’s 28 years of experience in financial and business management have led her to her current role: ensuring seamless transitions for founders and families.
Joe Strazzeri: Joe has more than 20 years of experience as an attorney to counsel families and business owners.
The 2022 Exit Planning Summit
We are excited to welcome hundreds of Certified Exit Planning Advisors Sunday, May 1 – Tuesday, May 3, 2022, to Scottsdale, Arizona for a conference where top advisors, their teams, and business owners come to build deep relationships, share unique experiences, and uncover innovative solutions for their business.
The Exit Planning Summit is the coming together of the CEPA Community. The best CEPAs from around the world collaborate with their supporting partners and colleagues that are all helping business owners to create more significant companies. CEPAs will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.
Learn more about the Exit Planning Summit and register to reserve your spot today!
Register for the Exit Planning Summit!
