Exit Planning Institute

EPI CHAPTER LEADERSHIP RESOURCE CENTER

EPI Chapter Event Template Submission

 

Note: If you have more than one event to submit for, please submit one at a time. Refresh page after each submission to begin the next.

Only answer Yes if previous submission was denied.
Attach your completed chapter event template here.
For any files outside of the template
For any files outside of the template
Our event submission policy has recently changed
 
**EVENT SUBMISSION POLICY: After submitting your template, it will be reviewed by our team to ensure all form sections were completed correctly and that the event fits within the EPI compliance standards. 
 
If APPROVED, you will receive a confirmation email from our team and we will begin building out all needed materials for the event (Note: EPI turnaround time for events can vary depending on how close the meeting was submitted to the quarter deadline and current volume of submissions). If DENIED, you will receive a follow-up email outlining all needed corrections. Please complete these corrections and resubmit your template. The same process will be followed for the resubmission. EPI will NOT begin working on any event materials until the template has been approved.
 
To ensure event success rates and CE approval (if offered), we require all templates to be submitted BY THE QUARTER DEADLINE. If your event was not submitted by the deadline, you may be asked to postpone the event to a later date.