Exit Planning Institute

Learn the essentials of client facilitation with:

Conducting Effective Client Workshops

Course Overview

What's the difference between a "workshop" and a "meeting?" This course was designed to show professional business advisors how to use workshops (not meetings) as an effective tool to manage clients through the Value Acceleration MethodologyTM.

Join EPI CEO, Chris Snider, CEPA®, as he takes you through this proven process used with his own clients and in his own businesses for many years.

Throughout the course, Chris will walk you through real-life client workshop examples, communication strategies, business development opportunities, and more.

Attendees will gain further knowledge on:

  • Learning the types of workshops used in each gate of the Value Acceleration MethodologyTM
  • Articulating the difference between "workshops" vs. "meetings" to clients
  • Organizing and facilitating workshops
  • Using tools to facilitate a workshop
  • Reviewing workshop examples
  • Utilizing workshops as a tool for business development

This course is approved for Continuing Education credit at the following organizations:

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Course Details

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About the Instructor

Christopher M. Snider, CEPA®, CEO of the Exit Planning Institute, is the award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, a business strategy book about the Value Acceleration Methodology™ written for business owners and the advisors who serve them. Snider is a professional keynote speaker and content provider to the middle market business community, trade & industry associations, and professional education organizations. Walking to Destiny is a five-star rated book that truly empowers owners with the knowledge and path to effectively positioning their business and themselves for exit options down the road, sure, but perhaps more importantly, rapid business growth today.

Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. For his written work and his contributions to the industry, Snider has been awarded recent honors that include 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year.

In addition to being an award-winning author and sought-after keynote speaker, Snider is the Managing Partner of Snider Premier Growth, the CEO of Exit Planning Institute, the Founder of ThinkTank Publishing House, and the author of SniderValueIndex.com. Chris is a family business owner with his son,
Scott Snider.