The 2026 State of the Institute Address
Clarity and connection are central to everything we do at the Exit Planning Institute® (EPI). These themes guide our daily operations and strategic direction, keeping us aligned with our purpose, which is to help business owners build significant companies through the Value Acceleration Methodology™. Part of that clarity and connection is keeping you in the know about everything we’re bringing to the table in 2026.
Part of this cadence of communication is our annual State of the Institute Address, in which EPI President Scott Snider takes time to discuss all the initiatives, offerings, and priorities shaping the year ahead and beyond. Join us on February 17th at 1 pm EST for our 2026 State of the Institute Address.
Clarity & Connection
As EPI enters a new era in 2026, we are sharpening our focus around four core pillars: Advisor Development, Research, Content, and ROI-Driven Relationships. The State of the Institute Address is designed to bring clarity to what these pillars mean in practice, and how they will shape EPI’s work in the year ahead. Attendees can expect clear, direct, and actionable insights into how exit planning continues to evolve through our initiatives and offerings.
The State of the Institute Address also provides an opportunity for community members to become more deeply connected to the exit planning profession and EPI’s ecosystem of education, networking, and resources. As we leverage the pillar of ROI-Driven Relationships, this is the perfect opportunity to plan your year, prioritize meaningful engagement, and invest intentionally in your professional network.
This year, EPI is taking new steps forward to help evolve the exit planning profession. Between news on the annual Exit Planning Summit, new business owner engagement tools, our new Member Experience team, DriveValue.com® updates, and many more offerings and programs, the State of the Institute Address provides a clear view of where EPI is headed as the future of exit planning continues to evolve.
Register Now
Our virtual State of the Institute Address is free to attend and is worth 1 Value Acceleration Knowledge continuing education credit. Register today to stay connected and gain clarity on EPI’s vision moving into 2026 and beyond.
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