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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BONUS: The Summit Expert Insights Webinar Series hosts broadcasts from April through September:

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FREE VIRTUAL EDUCATION OPTIONS

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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Recording Available

Recording Available

Past Broadcast: Feb 7 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: Mar 7 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: Apr 4 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: May 1 | 1:00 PM ET

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Broadcast Date: Jul 25 | 1:00 PM ET

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Open Registration

Broadcast Date: Aug 01 | 1:00 PM ET

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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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Recording Available

Recording Available

Past Broadcast: Jan 17 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: Feb 21 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: Mar 21 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: Apr 18 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: May 17 | 1:00 PM ET

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Recording Available

Recording Available

Broadcast Date: Jun 20 | 1:00 PM ET

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Open Registration

Broadcast Date: Jul 18 | 1:00 PM ET

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Broadcast Date: Aug 15 | 1:00 PM ET

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Broadcast Date: Sep 19 | 1:00 PM ET

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Broadcast Date: Oct 17 | 1:00 PM ET

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Broadcast Date: Nov 21 | 1:00 PM ET

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Broadcast Date: Dec 19 | 1:00 PM ET

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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).  Register now.

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Recording Available

Recording Available

Past Broadcast: Mar 14 | 1:00 PM ET

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Recording Available

Recording Available

Past Broadcast: Apr 11 | 1:00 PM ET

Watch Now

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Request Recording

Past Broadcast: May 8 | 1:00 PM ET

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Open Registration

Broadcast Date: Jul 11 | 1:00 PM ET

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Broadcast Date: Aug 8 | 1:00 PM ET

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Broadcast Date: Oct 9 | 1:00 PM ET

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Broadcast Date: Oct 10 | 1:00 PM ET

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Broadcast Date: Nov 20 | 1:00 PM ET

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Broadcast Date: Dec 12 | 1:00 PM ET

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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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Jul 23-27, 2018

Jul 23-27, 2018

Earlybird ends Jun 1

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Dec 17-21, 2018

Dec 17-21, 2018

Earlybird ends Nov 1

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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 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 tom succeed.

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Open Registration

Open Registration

Broadcast Date: Aug 30 | 12:00-2:00 PM ET

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Open Registration

Open Registration

Broadcast Date: Nov 28 | 12:00-2:00 PM ET

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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 Value Acceleration Methodology, taught by the expert faculty at the Certified Exit Planning Advisor (CEPA) program! Each month, CEPA faculty will provide useful training that every exit planner (or advisor that works with business owners) needs to be successful.

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Member Recording Available

Member Recording Available

Past Broadcast: Jan 23 | 1:00 PM ET

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Member Recording Available

Member Recording Available

Past Broadcast: Feb 27 | 1:00 PM ET

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Member Recording Available

Member Recording Available

Past Broadcast: Mar 27 | 1:00 PM ET

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Member Recording Available

Member Recording Available

Past Broadcast: Apr 24 | 1:00 PM ET

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Open Registration

Open Registration

Broadcast Date: Jun 26 | 1:00 PM ET

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Open Registration

Broadcast Date: Jul 24 | 1:00 PM ET

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Broadcast Date: Aug 28 | 1:00 PM ET

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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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OPENING SOON

OPENING SOON

Broadcast Date: Nov 27 | 1:00 PM ET

OPENING SOON

OPENING SOON

Broadcast Date: Dec 18 | 1:00 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:

JUL 26, 2018:

New Content to the
EPI Member Center!

Learn More

AUG 22, 2018:

CEPA Success Stories:
EIEP Nominees

Learn More

SEP 13, 2018:

Exit Solutions Alliance
Partner Benefits

Learn More

OCT 11, 2018:

Post Summit Cliff Notes
& Takeaways

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NOV 08, 2018:

CEPA Success Stories:
Big Wins from 2018

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DEC 13, 2018:

Power of Feedback:
Member Survey Results

Learn More

CEPA Strategic Mentor Group


Exclusively Available to EPI Mastermind Members

The Goal: Thanks to the Harvard study, it is no secret that there is a direct correlation between written goals and earning potential.  Statistically speaking, those with written plans on how to achieve their vision outperform and out-earn those without by more than ten times!  All CEPAs have goals and objectives every year.  For some, it is to improve client engagement.  For others, it might be to effectively implement exit planning services into their existing firm platform.  Many want to improve their ability to attract high net worth prospects.  And who doesn’t want to simply get truly effective at growing their practice?  You likely have goals that you’d like to see happen in 2018, too.  The Strategic Mentor Group is here to help you.

The Group: The Strategic Mentor Group is here to give you a facilitated conversation in a peer-to-peer group coaching (virtual) setting with your fellows CEPAs to help you reach (and exceed) your goals.  You will participate in the building of a One-Page Strategic Framework that creates the roadmap for your goals and objectives in 2018.  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.

The Facilitator: The Strategic Mentor Group is facilitated each month by Scott Snider, EPI Vice President, a nationally recognized industry leader, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies.

 

BROADCAST DATES:

JUL 12, 2018:

Progress Report-Out

Learn More

AUG 02, 2018:

Progress Report-Out

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SEP 06, 2018:

Quarterly Renewal

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OCT 04, 2018:

Progress Report-Out

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NOV 01, 2018:

Progress Report-Out

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DEC 06, 2018:

Annual Goal Renewal

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Best Practices Mastermind Virtual Roundtable Discussion


Exclusively Available to All EPI Members

The Best Practices Mastermind Virtual Roundtable webinar series is a collaborative peer discussion centered around a key topic.  This session brings together CEPAs across the country and is moderated by an expert.  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.

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Member Recording Available

Member Recording Available

Past Broadcast: Jan 18 | 1:00 PM ET

Access Recording

Member Recording Available

Member Recording Available

Past Broadcast: Feb 15 | 1:00 PM ET

Access Recording

Member Recording Available

Member Recording Available

Past Broadcast: Mar 15 | 1:00 PM ET

Access Recording

Member Recording Available

Member Recording Available

Past Broadcast: Apr 19 | 1:00 PM ET

Access Recording

EPI Members Only

EPI Members Only

Broadcast Date: Jun 21 | 1:00 PM ET

Register Now

EPI Members Only

EPI Members Only

Broadcast Date: Jul 19 | 1:00 PM ET

Register Now

EPI Members Only

EPI Members Only

Broadcast Date: Aug 16 | 1:00 PM ET

Opening Soon

EPI Members Only

EPI Members Only

Broadcast Date: Sep 20 | 1:00 PM ET

Opening Soon

EPI Members Only

EPI Members Only

Broadcast Date: Oct 18 | 1:00 PM ET

Opening Soon

EPI Members Only

EPI Members Only

Broadcast Date: Nov 29 | 1:00 PM ET

Opening Soon

EPI Members Only

EPI Members Only

Broadcast Date: Dec 20 | 1:00 PM ET

Opening Soon

Summit Expert Insights Series


Open to Public | Free to Attend

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space.

The Summit Expert Insights Series is your opportunity to connect with and learn from the experts that power the Exit Planning Summit leading up to the main event.  They will share educational topics as well as educate advisors on how to best partner with their brands to drive positive outcomes and achieve optimal results.

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Free Registration

Free Registration

Broadcast Date: Jul 17 | 12:00 PM ET

Executive Strategist Michael Beck shares new research-based insights that need to be shared with clients in order to help them transition smoothly and successfully.

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Free Registration

Broadcast Date: Jul 31 | 12:00 PM ET

In this webinar, we will provide an overview of why selling to employees is a viable exit strategy for your clients. We will look at the myths around EO and how to dispel them.

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Free Registration

Free Registration

Broadcast Date: Aug 07 | 12:00 PM ET

Learn how you can help other advisors look good to their clients, while making certain that you are their top-of-mind resource for comprehensive exit planning.

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Free Registration

Free Registration

Broadcast Date: Aug 14 | 12:00 PM ET

Want to know more about how to help small and mid-sized businesses finance the transition of ownership or partner buyouts using SBA financing? Join this broadcast with expert Jerry Woods.

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Free Registration

Free Registration

Broadcast Date: Aug 14 | 1:00 PM ET

Help your business owner clients take charge of their planning in a way that will allow them to increase current business value as well as better prepare them to transition into a legacy beyond the business.

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Free Registration

Free Registration

Broadcast Date: Aug 21 | 12:00 PM ET

Vice President at LFM Capital, Jessica Ginsberg, explains private equity firms source prospective deals, perform diligence on a potential transaction, and how CEPAs can collaborate.

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Free Registration

Free Registration

Broadcast Date: Aug 21 | 1:00 PM ET

How advisors are using effective marketing and growth strategies to retain business, win new clients, and thrive in an increasingly digital marketplace?

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