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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Keith Apton

Keith Apton

Managing Director, UBS Financial Services, Inc. | The Capital ESOP Group

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Peter Christman

Peter Christman

EPI Co-Founder,
The Christman Group

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Judi Cunningham

Judi Cunningham

Cox Family Enterprise Center | Kennesaw State University

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Kyle Danner

Kyle Danner

Family Business Advisor, Kyle Danner Solutions for Family Businesses

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Dan Doran

Dan Doran

CEO, Quantive Business Valuations

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Michael Foltz

Michael Foltz

Wealth Manager, Balasa Dinverno Foltz LLC

Connect with Mike

Justin Goodbread

Justin Goodbread

CEO, Heritage Investors, LLC., Heritage Business Advisors, LLC

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Kenneth Haffey

Kenneth Haffey

Partner, Marcum LLP

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Christine Hollinden

Christine Hollinden

President and Founder, Hollinden | marketers + strategists

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Sean Hutchinson

Sean Hutchinson

Partner, Strategic Development and Partnerships (USA), RFN Global

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Julie Keyes

Julie Keyes

Founder and CEO,
KeyeStrategies, LLC

Connect with Julie

Bobby Kingsbury

Bobby Kingsbury

Managing Director, MCM
Capital Partners

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Leslie Lauer

Leslie Lauer

Managing Director, UBS Private Wealth Management | The ESOP Group

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Kyle Madden

Kyle Madden

Partner, KLH Capital


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Laura Malone

Laura Malone

Vice President, American
Endowment Foundation

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Andrew McLaughlin

Andrew McLaughlin

Financial Advisor, UBS Financial Services, Inc. | The Wilkins Group

Connect with Drew

Scott Miller

Scott Miller

President, Enterprise Services, Inc.

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Joe Sands

Joe Sands

Managing Director, Corporate Finance Associates

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Kenneth Sanginario

Kenneth Sanginario

Founder, Corporate Value
Metrics, LLC

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Wes Shelton

Wes Shelton

Consultant, SM2 Advisors

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Scott Snider

Scott Snider

Vice President, Exit Planning Institute

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Joseph Strazzeri

Joseph Strazzeri

Co-Founder and Principal, The Founders Group

Connect with Joe

Amy Wirtz

Amy Wirtz

Owner, Family & Business
Success, LLC

Connect with Amy