Best Practices Mastermind Virtual Roundtable
“The Collaborator”


"The Collaborator"

At the 2018 Exit Planning Summit, EPI introduced a new experience element called the EPI Power Sessions, mirroring the concepts that make TED Talks so powerful. Seven experts took the stage and delivered 15 minute speeches on the theme “7 Advisor Behavioral Pitfalls and How to Overcome Them.”

This year the Mastermind Series will explore each persona, The Collaborator, The Marketer, The Inquisitor, The Brander and The Strategist. Leveraging the wisdom of the TED-style speech and the knowledge that short, compelling talks that challenge the status quo can change the world. EPI is pleased to bring these presentations virtual, and introduce you to the experts who will regale you with the knowledge, strategies, hard truths, and powerful facts to reinvent your approach and drive even better outcomes.


About the Presenter:

Hear from industry expert, Julie Keyes, “The Collaborator.”


About the EPI Best Practices Mastermind Virtual Roundtable:

The EPI Best Practices Mastermind Virtual Roundtable webinar series is a collaborative peer discussion centered around a different key topic each month.  This session brings together CEPAs across the country to listen and discuss.  It is a great opportunity to get answers to your questions, brainstorm new solutions to common and unique problems, share methods that have worked well for you, and learn ways to get past roadblocks.  This session is held monthly and is another way to meet CEPAs that complement your practice needs and to build your expert network.

This monthly discussion is hosted on the GoToWebinar platform.  It is not a lecture presentation; it is a discussion forum among peers. Experience the power of your CEPA community.


You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open…now what? As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself. Exit planning is personal, transformational, and unique. And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity. We can help. Visit for advanced workshops for advisors.

About the Presenter

Julie Keyes

Julie Keyes

Founder/Owner, KeyeStrategies, LLC

Contact Julie

EPI’s Leader of the Year and CEPA instructor, Julie Keyes helps advisers unlock their potential by implementing long-term strategies for their companies and personal growth. Keyes is the founder and owner of KeyeStrategies, LLC.  As a Certified Exit Planning Adviser and Value Growth Adviser, she works with business owners who seek to understand and maximize their exit and critical transition options. She is the President of the Exit Planning Institute Twin Cities Metro Area Chapter and a faculty member for their CEPA Program.

Recognized as one of the top advisers in Minnesota, Julie brings her training and 30 years of hands-on experience as co-founder of three businesses to her diverse portfolio of work with advisers of business owners.

Connect with the Presenter: Website: | Email: | Phone: (763) 350-5563