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The panel discussion will delve into the intricacies of two charitable vehicles and their significant cost-saving potential for companies. Experts will share insights on how businesses have successfully leveraged these vehicles to save millions in financial resources. Attendees will gain valuable knowledge about the advantages and mechanisms of each charitable vehicle, empowering them to make informed decisions regarding their philanthropic endeavors. Additionally, real-world examples and case studies will illustrate the effectiveness and practical application of these strategies in corporate philanthropy.

Learning Objectives:

  • Understand the fundamental principles and mechanisms behind two distinct charitable vehicles discussed in the panel.
  • Analyze case studies and real-world examples to comprehend how businesses have effectively utilized these charitable vehicles to achieve significant cost savings.
  • Gain insights into practical strategies for implementing and optimizing the use of charitable vehicles within corporate philanthropy, with a focus on maximizing financial benefits for companies

About the Presenters:

Hear from industry experts Ruby PediangcoChris Boyce, and Mark SitzmanJonathan Webb will be moderating this event.

Thank you to our Sponsors

Event Location

Event Details

Date: Wednesday, April 24, 2024
Time: 5:00 pm - 7:00 pm Central Time
Where: Venture X, Suite 300 | 1 Mid America Plaza Oakbrook Terrace, IL 60181
Cost: $50
EPI Hours: 2
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Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Wealth Managers

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  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

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    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

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    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

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    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

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    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

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    One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.

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    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.