2023 Exit Planning Institute Programs

2023 Exit Planning Institute Programs


As the authority on exit planning, Exit Planning Institute provides educational programs, engaging networking experiences, and an industry-leading credential for professional advisors.

View our upcoming CEPA Online Programs, learn about new EPI Academy courses, and register for the 2023 Exit Planning Summit!   

CEPA Online: 11 Offerings in 2023! 

The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. 

Earning CEPA doesn’t change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit. Scott Hiles shares, “Obtaining the CEPA credential has been one of the best investments I’ve made in my career, both for myself and our business owner clients. I saw an immediate difference in the level of engagement and excitement in my interactions with our business owner clients. This skillset has already proved invaluable as I am currently serving as the lead advisor on a projected 9-figure sell-side engagement.”

In 2023 we will host 11 CEPA Online programs to expand the CEPA community, educate professional advisors, and ultimately provide business owners with a more significant exit from their business. 

2023 CEPA Online Programs:

January 23-27

February 13-17

March 13-17

April 17-21

May 15-19

June 12-16

July 17-21

August 21-25

September 18-22

October 23-27

November 13-17 

Learn more about CEPA and register for an upcoming program here. 

New EPI Academy Courses

EPI Academy is Exit Planning Institute’s new interactive online learning platform. In the coming year, EPI Academy will house all our virtual education, updated Member Center, student dashboard, and interactive chatroom networking functionality. 

Team Building: Defining, Building, and Leading Well Functioning Teams

We recently launched a new EPI Academy course about the importance of teams and how to lead a successful team. EPI Faculty member, Amy Wirtz, leads this interactive and on-demand course for all business professionals looking to improve the functionality of their teams. 

It’s been estimated that ineffective teamwork results in $1 Trillion of economic waste per year. Combined with virtual work environments becoming more and more commonplace, shifting the dynamic of how teams build trust, it becomes apparent just how important effective team building really is.

This interactive EPI Academy course will take you through the foundational elements of putting a team in place, and how to master behaviors critical to a team’s success. Giving attendees a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.

Learn more about the course.

Empowering Conversations with Business Owners

Coming in 2023, Empowering Conversations with Business Owners provides insights into five critical conversation starters for advisor and client engagements. EPI President, Scott Snider, will walk you through how to effectively foster professional relationships with business owners, what resources and tools to use during these conversations, and how better conversations lead to better businesses. 

Scott will dive deep into the generational differences that impact business owners in the marketplace, and how to change the mindset of the owner towards having value-driven conversations. Empowering conversations produce actionable results and break down barriers that block motivation and act as a catalyst for change. 

Stay tuned for more information about Empowering Conversations with Business Owners and all upcoming EPI Academy Courses here

The 2023 Exit Planning Summit 

The Exit Planning Summit is headed back to Scottsdale in May 2023. Join EPI May 21-23 at the Phoenician, A Luxury Collection Resort, in Scottsdale, Arizona as we bring together hundreds of Certified Exit Planning Advisors, professional advisors, and business owners for three days of exceptional educational content. Summit attendees will hear exit planning lessons and stories from dozens of industry leaders, advance their practice with actionable education, and access an extensive referral network of advisors from across the globe. 

Register for the Summit today!


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