Charisma is often misunderstood as a natural gift—a mysterious, magnetic “it factor” that some people are born with and others simply aren’t. But in today’s high-stakes business environment, that belief is not only wrong—it’s expensive. For business owners preparing for transition, executive leaders driving growth, and exit planning professionals guiding clients toward a value-rich future, charisma is more than just charm. It’s a strategic asset. One that can build trust, inspire teams, attract buyers, and command higher valuations. In this high-impact, research-backed session, participants will dismantle the outdated belief that charisma is innate—and instead learn how it can be developed, scaled, and used as a leadership multiplier in every stage of a business life cycle, especially when preparing for exit. Whether you’re advising clients on value acceleration, leading your own organization through transition, or preparing your leadership bench for succession, this session reveals how Presence, Power, and Warmth—the three pillars of charisma—can profoundly shift perception, leadership effectiveness, and business value.
Learning Objectives:
- Define charisma as a learnable leadership skill
- Identify and apply the three core components of charisma—Presence, Power, and Warmth
- Demonstrate specific, actionable techniques
- Evaluate how charisma strengthens leadership succession, team retention, and culture continuity.
- Coach clients or team members
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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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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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.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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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.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
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.
ABOUT THE PRESENTER
Meet Jocelyn Greenky Underwood:
With over 35+ years of executive experience in leadership positions in Fortune 500, mid-sized and family run businesses, she solves operational challenges as a trusted rainmaker, and leadership positions. Jocelyn Greenky Underwood advises international brands, business leaders, and employees on how to accelerate trust in business which ultimately leads to more profitability and business health. One area of focus in family run businesses.
She holds an MBA, with distinction, Yale University certified negotiator, Cornell University certified Diversity & Inclusion specialist, an adjunct professor and the author off internationally sold book, The Big Sister's Guide to the World of Work (Simon & Schuster). She has been a keynote speaker and appeared on CNBC, FOX, CNN, NYTimes, USA Today, NY Post, among many other media outlets. She runs a business Efficiency Management firm called Sider Road working with businesses of all sizes.
Formerly, she was global digital Editorial Director at Hachette Filipacchi (ELLE, Eating Well, Travel Holiday, George, Car and Driver, Road & Track, Flying, Boating, Top Model, Met Home, Home, Women's Day, Cycle World); Head of Broadcasting and Event Marketing for Wenner Media (Rolling Stone, US, and Men's Journal); and Philip Morris as event manager for Virginia Slims, Bucks, Cartier, and Marlboro. Jocelyn was COO of international design and event firm, Colin Cowie Enterprises and CEO of BriteBean Technology.
She has six children, three dogs, and lives in Greenwich, CT with her husband.
