WEBINARS AND ONLINE EDUCATION

Exit Planning Webinars and Online Education

BEST INDUSTRY CONTENT IN THE FORM OF HUNDREDS OF WEBINARS EVERY YEAR

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe.

To ease your navigation of the scores of options, simply click on any button below to explore the different online broadcast types.

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Free Virtual Education:	Paid Series & Workshops:	EPI Member Exclusives:
Free Exit Planning Education	CEP 5-Day Online Program	Monthly Member Access
EPI Business Development Series	Advanced Deep Dive Series	CEPA S.M.A.R.T. Marketing
Exit Solutions Alliance Series	Exit Planning Practice Launch	Mastermind Virtual Roundtable

Watch Post-Broadcast Webinar Recordings

Note: Webinar recordings will be made available post-broadcast. For those broadcasts that are available to the public, simply click the link below the banner and watch immediately. For member only recordings, log in to the EPI Member Center.

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FREE VIRTUAL EDUCATION OPTIONS

Ask the Expert Series

Open to Public | Free to Attend

The Ask the Expert webinar series features presenters who will be speaking at the Summit, providing insight about their topics. You will have an opportunity to ask questions, connect with the presenter, and continue the conversation both during and post-broadcast.

By attending this series, you put yourself in the prime position to glean wisdom and know-how from those that came before you while injecting your unique skills, strengths, and talent to innovate and evolve with the changing times. Learn more on how to successfully establish yourself as an organizational leader in a changing marketplace.

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Broadcast Date: Jun 11 | 1:00 PM ET

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Broadcast Date: Jun 27 | 12:00 PM ET

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Broadcast Date: Jun 27 | 1:00 PM ET

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Broadcast Date: Jul 9 | 12:00 PM ET

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Broadcast Date: Jul 30 | 1:00 PM ET

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Broadcast Date: Aug 06 | 12:00 PM ET

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Broadcast Date: Aug 13 | 12:00 PM ET

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Broadcast Date: Aug 20 | 12:00 PM ET

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Broadcast Date: Aug 20 | 1:00 PM ET

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Broadcast Date: Aug 27 | 12:00 PM ET

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Broadcast Date: Sep 5 | 1:00 PM ET

EPI Business Development Series

Open to Public | Free to Attend

You are an exit planner. 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.

Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.

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Broadcast Date: Jan 23 | 1:00 PM ET

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Broadcast Date: Feb 20 | 1:00 PM ET

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Broadcast Date: Mar 20 | 1:00 PM ET

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Broadcast Date: Apr 17 | 1:00 PM ET

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Broadcast Date: May 22 | 1:00 PM ET

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Broadcast Date: Jun 19 | 1:00 PM ET

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Broadcast Date: Jul 24 | 1:00 PM ET

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Broadcast Date: Aug 14 | 1:00 PM ET

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Open Registration

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Broadcast Date: Sep 18 | 1:00 PM ET

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Broadcast Date: Oct 23 | 1:00 PM ET

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Broadcast Date: Nov 20 | 1:00 PM ET

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Broadcast Date: Dec 18 | 1:00 PM ET

Free Exit Planning Education

Open to Public | Free to Attend

The EPI Educational Webinar Series is a FREE monthly web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts and past recordings below.

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Broadcast Date: Apr 3 | 1:00 PM ET

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Broadcast Date: May 1 | 1:00 PM ET

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Broadcast Date: Jun 5 | 1:00 PM ET

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Broadcast Date: Jun 12 | 12:00 PM ET

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Broadcast Date: Aug 07 | 12:00 PM ET

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Broadcast Date: Sep 04 | 12:00 PM ET

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Broadcast Date: Oct 02 | 12:00 PM ET

Exit Solutions Alliance Series

Open to Public | Free to Attend

Exit planning and value acceleration fail when advisors think from a siloed perspective. No individual advisor can be a specialist in every component that goes into creating rapid value growth and effective exit strategy. But to become a generalist in all things exit planning so you can look at things from all angles and “do it all yourself” is as faulty as thinking through one lens. Jack of all trades, master of none, right? Instead, subscribe to the Exit Solutions Alliance Webinar Series to learn the interworkings, techniques, and strategies from across the exit planning ecosystem. This year, the Exit Solutions series will feature Private Equity Growth Expert, Kyle Madden of KLH Capital, sought-after M&A Marketing Strategist, Christine Hollinden of Hollinden | marketers + strategists, Kent McKown, CEPA, and Kevin Minton, the leaders of Chief Executive Boards International alongside their experienced CEOs from across the country, and Serial Entrepreneur & Award-Winning Author, John Warrillow of Value Builder System. Don’t miss your chance to pick the brain of the experts every month (typically hosted on the second Wednesday of the month).

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Broadcast Date: Apr 10 | 1:00 PM ET

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Broadcast Date: May 08 | 1:00 PM ET

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Broadcast Date: Jun 12 | 1:00 PM ET

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Broadcast Date: Jul 10 | 1:00 PM ET

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Broadcast Date: Aug 21 | 1:00 PM ET

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Broadcast Date: Dec 11 | 1:00 PM ET

PAID SERIES & WORKSHOP OPTIONS

Certificate in Exit Planning (CEP) Online Course

Registration: $500 | Early bird rate: $400

The Certiﬁcate in Exit Planning Online Program was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certiﬁed Exit Planning Advisor ® (CEPA®) Program. The six-module program was designed to take professional advisors (as well as sales and marketing professionals and colleagues of existing CEPAs) through an ‘exit planning 101’ course that provides an overview of the Value Acceleration Methodology™. Attendees leave the program with a baseline understanding of what exit planning is and how to help business owners plan effectively. Participants who have successfully completed the course receive a Certificate in Exit Planning from the Exit Planning Institute.

Each CEP online program is held once a day, Monday through Friday, starting at 9:00 a.m. PT / 10:00 a.m. MT / 11:00 a.m. CT / 12:00 p.m. ET and run between 1-1.5 hours per session. Exit Planning Institute can offer this program live in-person as a one-day workshop for your teams, communities, clients, or large organizations. Contact our team for group pricing and details.

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Dec 09-13, 2019

Dec 09-13, 2019

Earlybird ends Nov 1

Exit Planning Practice Launch Virtual Workshop

Registration: $199 | Free to EPI Owner Engagement Members

The Exit Planning Practice Launch Workshop is offered as a webinar only three times a year to help exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. It isn’t enough to hold a designation. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success. This workshop shows you the formula to succeed.

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Open Registration

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Broadcast Date: August 29 | 12:00-2:00 PM ET

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Broadcast Date: Dec 05 | 12:00-2:00 PM ET

Advanced Deep Dive Webinar Series

Registration: $99 | Free to EPI Mastermind Members

The EPI Deep-Dive Webinar Series is the perfect fit for an exit planning advisor who wants to dive deeper into the topics within the eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Each month, industry experts will provide useful training that every exit planner (or advisor that works with business owners) needs to be successful.

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PURCHASE RECORDING

PURCHASE RECORDING

Broadcast Date: Jun 25 | 1:00-3:00 PM ET

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Broadcast Date: Jul 23 | 1:00-3:00 PM ET

PURCHASE RECORDING

REGISTER NOW: $99

REGISTER NOW: $99

Broadcast Date: Aug 27 | 1:00-3:00 PM ET

REGISTER NOW: $99

REGISTER NOW: $99

Broadcast Date: Sep 17 | 1:00-3:00 PM ET

EPI MEMBER EXCLUSIVE OPTIONS

EPI Monthly Member Access

Exclusively Available to All EPI Members

Are you utilizing all the benefits that are included with your membership through the Exit Planning Institute? Are you learning from what other CEPAs are doing? Are you connected to the network? Join this live broadcast series, led by Client Experience Manager Josh Koza, as he provides tips, techniques and coaching to ensure you’re getting the most value in the following areas: (1) Marketing, (2) Continuing Education & Research, (3) Advisor Tools, and (4) Support/Networks.

NEXT BROADCAST DATES:

APR 11, 2019:

Q&A: Marketing Tips for Advisors

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MAY 09, 2019:

CEPA Success Stories: Owner Engagement

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JUN 13, 2019:

Leveraging Research in Your Practice

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JUL 25, 2019:

New Content to the EPI Member Center!

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AUG 08, 2019:

2019 EIEP Award Nominations

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SEP 12, 2019:

Exit Solutions Alliance Partner Benefits

OCT 10, 2019:

Post Summit Takeaways

NOV 14, 2019:

Big Wins from 2019

DEC 19, 2019:

Member Survey Results

Best Practices Mastermind Virtual Roundtable

Exclusively Available to Mastermind Members

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. 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. Contact Josh Koza to upgrade your membership today.

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MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Jul 25 | 11:30 AM ET

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Broadcast Date: Aug 15 | 11:30 AM ET

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MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Sep 19 | 11:30 AM ET

MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Oct 17 | 11:30 AM ET

MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Dec 19 | 11:30 AM ET

CEPA S.M.A.R.T. Marketing Virtual Workshop

Exclusively Available to Mastermind Members

We all know setting goals is important to success, but it is the strategy behind the goal that is just as, if not more, important. It is key to set S.M.A.R.T. (Specific, Measurable, Attainable, Realistic and Time Bound) goals. This year the CEPA Strategic Mentor Group will focus on three topic areas; personal development, interoffice communication and business development. Hosted by growth specialist Scott Snider, marketing strategist Brooke Norman and guest industry experts. Each month, you will be surrounded and supported by fellow CEPAs sharing stories, developing ideas, finding solutions, and resolving issues, while keeping each other accountable to fulfilling plans and becoming a better advisor and professional. This elite CEPA group becomes your sounding board for best practices, troubleshooting, creative ideas, and peer support. Contact Josh Koza to upgrade your membership today.

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MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Jul 12 | 11:30 AM ET

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MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Aug 02 | 11:30 AM ET

MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Sep 06 | 11:30 AM ET

MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Oct 04 | 11:30 AM ET

MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Nov 06 | 11:30 AM ET

MASTERMIND EXCLUSIVE

MASTERMIND EXCLUSIVE

Broadcast Date: Dec 06 | 11:30 AM ET