CEPA FACULTY

Taught by Expert Specialists & Industry Leaders


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The Certified Exit Planning Advisor® (CEPA®) is the most regarded exit planning credential in the marketplace today, endorsed and accepted by more than 20 major organizations for a reason. In order to ensure the best exit planning education in the marketplace, EPI brings together 13+ experts to teach the 23 CEPA modules.  This ensures that you are learning the most current, specialized, relevant industry information and knowledge from leaders with the expertise.  It takes a team to effectively help an owner transition successfully. And it takes a team of experts to educate top advisors like you on how to do it.
Reinvent yourself with exit planning.

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LEARN FROM THE EXPERTS THIS YEAR

Our elite team of instructors travel across the country to educate, train, and empower you with the best information in the industry. The CEPA Program is an opportunity to expand both your knowledge and your influential network within this pack of collaborative thought leaders. Reinvent yourself and your practice by earning the Certified Exit Planning Advisor (CEPA) Designation this year.

Upcoming CEPA Program Options

Meet the Faculty


Christopher Snider

Christopher Snider

CEO, Exit Planning Institute

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Steve Beatty

Steve Beatty

CEO, Financial Solutions for Business

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Gordon Bell

Gordon Bell

Owner, Midland Group

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Emily Bouchard

Emily Bouchard

Partner, The Wealth Legacy Group

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Judi Cunningham

Judi Cunningham

Cox Family Enterprise Center

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Dan Doran

Dan Doran

CEO, Quantive Valuations

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Michael Foltz

Michael Foltz

Balasa Dinverno Foltz LLC

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Jan Graybill

Jan Graybill

CEO, Legacy Planning Partners

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Kenneth Haffey

Kenneth Haffey

Partner, Skoda Minotti

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Sean Hutchinson

Sean Hutchinson

CEO, SVA Value Accelerators

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Julie Keyes

Julie Keyes

Founder, KeyeStrategies

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Bobby Kingsbury

Bobby Kingsbury

Principal, MCM Capital Partners

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Kyle Madden

Kyle Madden

Partner, KLH Capital

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Laura Malone

Laura Malone

VP, American Endowment Foundation

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Andrew Manchir

Andrew Manchir

Director, Katz, Sapper & Miller

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Roy Messing

Roy Messing

Ohio Employee Ownership Center

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Scott Miller

Scott Miller

CEO, Enterprise Services Inc.

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K. Brooke Norman

K. Brooke Norman

Marketing VP, Exit Planning Institute

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Dennis Roberts

Dennis Roberts

Founding Chairman, McLean Group

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Joe Sands

Joe Sands

Corporate Finance Associates

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Kenneth Sanginario

Kenneth Sanginario

Founder, Corporate Value Metrics

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Scott Snider

Scott Snider

Vice President, Exit Planning Institute

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Amy Wirtz

Amy Wirtz

Founder, Family & Business Success

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