Robust networking is a crucial skill for sales people and career driven professionals. These skills work for introverts and extroverts alike. As the digital age takes over, developing an ALLSTAR NETWORK™ is a systematic and proven way to build and manage your key relationships. We all have the same amount of time each day. Yet, some people accomplish so much more than others. What is it that they do that makes them successful, noticed, connected and results-oriented? Learn the impact framework for reaching your relationship goals, building connections and taking genuine action. Be strategic as you build relationships and your connection stories. Start building a Top 25 list of people and expand to an ALLSTAR NETWORK™ relationship list. You will energize your career, your team and your sales results. Gain more inspiration and several immediate new habits.

Learning Objectives:

Attendees will learn: 

  • To build a strategy for developing your network connections 
  • To become more self-aware and know the value you provide. Gain insights into your personal brand and three words to be known for as you tell your story 
  • To develop an ALL STAR NETWORK™ relationship map and how to expand your reach as an introvert or extravert- Three steps to take action to meet, develop and maintain relationships with key people 
  • Handouts: ALL STAR NETWORK grid™ 

The audience will leave with: 

  • More confidence to increase and build relationships on & off the screen 
  • Skills to network in a variety of situations 
  • Specific tactics to grow their relationship 

About the Presenter:

Hear from industry expert Cathy Paper.

Thank you to our Sponsors

Event Location

Event Details

Date: Wednesday, August 14, 2024
Time: 7:45 am - 9:30 am Central Time
Where: Hellmuth & Johnson - 4th Floor Meeting Room | 8050 West 78th Street, 4th Floor, Edina, MN 55439
Cost: $0 Sponsors & Members and then $50 for non-members
EPI Hours: 1
Register Now

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

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • 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.

  • Valuation Analysts

    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.

  • Investment Bankers

    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.

  • Estate Planners

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

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Insurance Professionals

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

  • 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.

  • Commercial Lenders

    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.

  • Other Professional Advisors

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

  • 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.