WEBINARS

Brush up on your exit planning knowledge with our ongoing series of free live virtual webinars, featuring industry experts presenting on various interesting and engaging topics relevant to value acceleration.

ONLINE EDUCATION OPTIONS

The Exit Planning Institute (EPI) offers an opportunity to enhance your knowledge of exit planning while earning continuing education credits through our virtual webinars. These online sessions feature engaging and informative content presented by various experts in the field.

Note: Webinar recordings are available after broadcast to members of our CEPA® Credentialed Plus tier. These sessions support ongoing professional development and serve as a valuable reference for advisors. Recordings can be accessed by logging into the Member Center.

 

Continuing Education: Current CEPAs who attend an EPI Webinar will earn 1 EPI CE Credit for attending the live session. The CE Credit from attending will be added to your CE Tracker within five business days. Sessions attended by phone cannot be automatically tracked, so members should self-submit these sessions to receive CE Credit. 

Upcoming Webinars

How to Become a Magnet to Owners Nearing the Sale of Their Business
Exit Planning Institute Image
Webinar

How to Become a Magnet to Owners Nearing the Sale of Their Business

Hear from Scott Bushkie speaking on financial advisors spend significant time and money to try and attract and retain business owner clients in the hopes that one day when they sell their business, they will end up with a large lump sum of money to manage. Unfortunately, most financial advisors are using techniques and strategies that are out-of-date and/or simply don't work.

10/30/25 | EPI CE Hours: 1
Value Booster Session: The 5-Point Proven Blueprint to boost the value of Your Client’s Business
Exit Planning Institute Image
Webinar

Value Booster Session: The 5-Point Proven Blueprint to boost the value of Your Client’s Business

In this high-energy and illuminating session, Master Coach and globally award-winning business owner Susan Thomson will share the proven blueprint to improving your clients’ new business acquisition rates and increasing their profits dramatically. Susan's strategies are both immediately actionable and come from 25+ years in manufacturing hardgoods success, plus 18 years of working with client companies through ActionCOACH.

11/4/25 | EPI CE Hours: 1
Guiding Owners from Reaction to Action: Using Data to Drive Exit Planning Decisions
Exit Planning Institute Image
Webinar

Guiding Owners from Reaction to Action: Using Data to Drive Exit Planning Decisions

This webinar presented by Jared Johnson of Capitaliz will demonstrate how to blend behavioral triggers with structured analysis to accelerate owner buy-in, align stakeholder, and drive durable progress with new and existing clients. Leave the session with actionable playbooks for initiating planning conversations, sequencing engagement, and producing outcomes owners can’t ignore.

11/6/25 | EPI CE Hours: 1
Landing $10-100MM Exits: Insights from over 200 Owners
Exit Planning Institute Image
Webinar

Landing $10-100MM Exits: Insights from over 200 Owners

Are you ready to unlock the true motivation behind every successful business exit? Micah Brandenburg will deep dive into the heart of what drives lower middle-market business owners ($10-100MM) to finally act on their future. Join us to learn how to ignite your clients' passion for their future, guiding them not just to a transaction, but to a truly legendary exit that honors their life's work and secures their dreams.

11/11/25 | EPI CE Hours: 1
Preparing Owners Emotionally for their Big Exit
Exit Planning Institute Image
Webinar

Preparing Owners Emotionally for their Big Exit

Lien De Pau will present how to guide clients through the emotional side of exiting, help them let go with confidence, and overcome procrastination. By understanding the human side of exit planning, you’ll be equipped to build trust, align expectations, and lead your clients to a truly big exit. Don’t miss this session if you want to build deeper connections with your clients and help them achieve a meaningful, value-driven exit.

11/18/25 | EPI CE Hours: 1
EO Advantage: Unlocking Employee Ownership for Your Clients
Exit Planning Institute Image
Webinar

EO Advantage: Unlocking Employee Ownership for Your Clients

Stacey Smith and Zarin Kresge will speak on the looming “Silver Tsunami,” with more than half of U.S. business owners age 55 or older and nearly 2.9 million businesses facing retirement-driven transitions. With only 20% of businesses finding a buyer and fewer than 30% passing to the next generation, over half are at risk of closure. This session will explore employee ownership as a practical, profitable succession strategy that preserves legacy, protects jobs, and helps advisors stand out in a competitive landscape.

12/2/25 | EPI CE Hours: 1
Top 10 Questions to Ask Business Owners about Commercial Real Estate
Exit Planning Institute Image
Webinar

Top 10 Questions to Ask Business Owners about Commercial Real Estate

The webinar presented by Jason Bush offers valuable thought leadership in the exit planning community, focusing on commercial real estate’s (CRE) influence on enterprise value and the integration of exit planning principles into commercial real estate.

1/27/26 | EPI CE Hours: 1
The Hidden Risks (and Opportunities) in Certified and Contract Dependent Business Exits
Exit Planning Institute Image
Webinar

The Hidden Risks (and Opportunities) in Certified and Contract Dependent Business Exits

In this session, Meredith Moore, CEPA, Founder and CEO of Artisan Financial Strategies, explores the hidden risks and opportunities that determine whether these businesses build or lose transferable value. She will highlight how certification rules, contract structures, and owner readiness intersect and why early coordination among advisors, lenders, and the owner’s personal wealth strategy is essential.

2/24/26 | EPI CE Hours: 1

ARE YOU A CEPA? JOIN OUR CREDENTIALED PLUS TIER TO ACCESS OUR WEBINAR ARCHIVE

With a Credentialed Plus Membership, you can access our extensive webinar archive to view any past recordings and learn valuable information on demand.

2019_banner_Webinar-Cluster-Block_1200x494-300x124

CEPA Exclusive Webinar Library

Recordings available 24/7

View Webinar Archives

NOT SURE WHERE TO START? WE'RE HERE TO HELP.