Insiders Bash Testimonials
While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more
Insiders Bash Testimonials
Planning for The Unexpected Exit
Our newest Marketing Coordinator, Colleen Kowalski, shares her experience with an unplanned exit and how it relates to Exit Planning. I began 2020 with a list of resolutions for the coming year. I planned to limit the amount of time I spent watching Netflix, take my dog on more long walks, eat healthier, and maybe,… read more
Insiders Bash Recap
Insiders Bash offered 24 hours of content from over 30 different speakers. Our speakers covered topics ranging from leadership strategies to digital marketing tactics and storytelling.… read more
EPI is Pleased to Welcome 144 New Advisors to the CEPA Community
EPI Masterclass | August Class of 2020: Join in congratulating and welcoming the 144 newest advisors to join the growing exit planning community!… read more
The Giveback Goes Virtual
Each year at the Exit Planning Summit, Exit Planning Institute collaborates with local leaders in the host city to identify a local charity or cause that can be positively impacted by our opening networking social (coined the “Summit Giveback”), which raises funds. Since the Exit Planning Summit moved to a virtual space this year, the… read more
Recommended Reads for the
EPI Insiders Bash
We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more