As a business professional, you have likely attended a variety of conferences in your career. Think back on those conferences for a moment. What made them stand out to you? Why did you decide to attend? Which conference provided the most “bang for your buck” so to speak?
The best conferences do not sell the attendees with all flash and no substance, although there are plenty of those conferences out there. In reality, the most impactful conferences provide attendees with actionable education, a wealth of resources, and engaging networking opportunities.
The Exit Planning Summit is the premier conference for professional advisors who are committed to accelerating business value, aligning personal and financial strategies for their business owner clients, and meeting the top professionals in the exit planning industry.
See how we are building on the successes of the 2022 Exit Planning Summit with the upcoming 2023 Exit Planning Summit, May 21-23, 2023 in Scottsdale, Arizona.
New This Year: Breakout Sessions
Based on attendee feedback from our previous Exit Planning Summits, we have updated our Summit agenda to feature a broader assortment of sessions throughout the three-day conference. In addition to our highly-rated Learning Labs and Power Sessions, this year we will introduce Summit Breakout sessions and supplemental workshop programming.
We are excited to share that we have 16 breakout sessions taking place on Monday, May 22, and Tuesday, May 23. These breakout sessions provide Summit attendees with the opportunity to learn introductory education on exit planning topics, learn key business development strategies, and gain a mastery level of understanding of value growth and exit planning.
Introductory Sessions
Our introductory breakout sessions provide an overview level of understanding of exit planning topics. These sessions are perfect for CEPAs looking for a refresher on the Value Acceleration Methodology or to serve as an introduction to exit planning for business owners and professional advisors who are new to the exit planning community.
Our Introductory Sessions Include:
An Overview of the Value Acceleration Methodology with Scott Snider
Designing a Solid Family with Rich Christiansen
An Expert Panel Analyzes Exit Options with Scott Snider, Keith Apton, Scott Masuda, Bobby Kingsbury, and Mike McGrann
Business Development Breakouts
The business development breakout track provides attendees with the resources needed to build their brand, expand their sphere of influence, and be seen as thought leaders in the exit planning industry. These sessions are perfect for advisors who are looking to increase their marketing and fill their sales funnel with new and qualified leads.
Our Business Development Sessions Include:
The 8 Pillars of Driven Digital Marketing with Nadine Nocero-Tye
Unlock the Value of the CEPA Membership Within Your Marketing with Paige Wysocki and Colleen Kowalski
Self-Publish and Succeed – Book Writing for Business Growth with Julie Broad
Filling Your Sales Funnel with Vincent Mastrovito
Mastery Level Sessions
Mastery Level sessions offer Summit attendees the opportunity to receive deep-dive education from exit planning experts. These breakouts are perfect for CEPAs and business owners looking to gain a deeper understanding of some of the most requested exit planning topics.
Our Mastery Level Sessions Include:
Maximizing the Value of Human Capital with Laura Queen
Business Value & Growth Optimization with Justin Goodbread
Business Succession & Tax Planning – Helping Your Clients Retain More with Bradley Barros and Gal Kaufman
Drive More Revenue, Manage Fewer Clients: Become “The Specialist” in Business Sales with Scott Bushkie
Trusted Partner Breakouts
Exit Planning Institute has many trusted partners who have helped ensure the Exit Planning Summit can continue to be the biggest and best exit planning conference in the world. This year, five of our partners will share their insights with Summit attendees and provide the tools and resources needed for our advisor community to be their clients’ most valued advisors.
Our Partner Sessions Include:
Mergers & Acquisitions: Deal Terms, Deal Killers, and War Stories with Scott Mashuda, REAG
Capitaliz on our 21-Step Exit Planning Process with Dr. Craig West, Capitaliz
Inbound Advisory – Automating Your Engagements with Aaron Stine, Maus
Minimize Risk, Maximize Value with Brian Trzcinski, MassMutual
How to Navigate the Buyer Landscape with Paul Ormsby, STS Capital
Don’t Miss Out On Any Summit Breakout Session!
This year as we celebrate ten years of the Value Acceleration Methodology, Exit Planning Institute is offering three exclusive VIP packages to enhance your Exit Planning Summit experience and give you direct access to the creator of the methodology and author of Walking to Destiny, Christopher Snider. The second edition of Walking to Destiny will be released in March 2023.
We are offering three tiers of VIP packages to complement your Exit Planning Summit registration. All three packages include access to all 16 Exit Planning Summit Breakout Sessions that can be viewed after the completion of the Summit.
Learn more about our New VIP Packages here!
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