WEBINARS AND ONLINE EDUCATION

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Online Education Options

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects which allows the CEPA to become a further resource to the business owner by providing thought provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

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The Exit Planning Advisor Playbook Series	Exit Planning Ecosystem Series	Exit Planning in Action Series
Rapidly Accelerate Value: The 4 Cs Series	Accounting Firm Strategy Series	Previous Webinars

The Exit Planning Advisor Playbook Series

Open to Public | Free to Attend

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories.

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Read more about this series.

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Understanding Business Value in the Triggering Event

Broadcast Date: May 17 | 1:00 PM ET

The COI Conundrum; Establishing Reciprocity

Broadcast Date: June 17 | 1:00 PM ET

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Exit Planning Ecosystem Series

Open to Public | Free to Attend

This FREE web-based webinar series, hosted by the Exit Planning Institute, will provide a deeper look into different aspects of Exit Planning. Make EPI your go-to resource for exit planning related continuing education. Open to the EPI community as well as the general public.

If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options. Read more about this series.

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Key Components of an Effective Buy-Sell Agreement

Broadcast Date: May 27 | 1:00 PM ET

Succession Planning and the Exit Decision

Broadcast Date: June 24 | 1:00 PM ET

When Your Client's "Familiness" is an Obstacle

Broadcast Date: Jul 22 | 1:00 PM ET

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Exit Planning in Action Series

Open to Public | Free to Attend

Starting in April the Exit Planning Institute is presenting to you the Exit Planning in Action Series. This series will be a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program. These 90-minute educational broadcasts are taught by industry experts from across the nation.

This webinar series is full of deep dive case studies and real-life stories from the field. Learn how the Value Acceleration Methodology is implemented with business owners in both the early stages (pre-client) and the exit planning and value growth processes (client stage). Experts will introduce their stories and utilize case studies to dive deep into specific exit planning ecosystem topics over the course of a 90-minute interactive and engaging virtual session. Read more about this series.

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Flight Paths - Lessons Learned About Life After Business

Broadcast Date: May 25 | 1:00 PM ET

The First 150 Days - Starting the Exit Planning Process

Broadcast Date: June 1 | 1:00 PM ET

Seven Reasons a Business Owner Needs Life Insurance

Broadcast Date: July 6 | 1:00 PM ET

Discovering Without Interrogating

Broadcast Date: August 31 | 1:00 PM ET

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Rapidly Accelerate Value: The 4 Cs Series

Open to Public | Free to Attend

Starting in April the Exit Planning Institute is presenting to you the Rapidly Accelerate Value: The 4 Cs Series. This series will be a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation.

Begin identifying, protecting, and building significant value into your company by focusing on the four intangible capitals: Human, Customer, Structural, and Social. Through this series, attendees will be introduced to key topics that should be addressed when creating value inside of a business. The series will focus on people, process, systems, customers, and culture. The experts will introduce the various topics, conversations, and strategic questions a business owner will need to ask and address to build value. Read more about this series.

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Do Transformational Leaders Boost Human Capital?

Broadcast Date: June 11 | 1:00 PM ET
The Human Capital

Maximizing Value by Optimizing Risk

Broadcast Date: July 2 | 1:00 PM ET
The Structural Capital

The SolarWinds Breach and It's Lasting Implications

Broadcast Date: July 16 | 1:00 PM ET
The Structural Capital

Rapid Growth With Standard Operating Procedures

Broadcast Date: August 27 | 1:00 PM ET
The Structural Capital

The Difference a VDR Can Make in Exit Planning

Broadcast Date: September 10 | 1:00 PM ET
The Structural Capital

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Accounting Firm Strategy Series

Open to Public | Free to Attend

This three-part webinar series, hosted by the Exit Planning Institute, will show CPAs and their firms how to effectively engage and build deeper relationships with business owners. All while introducing entangling services such as exit planning, succession planning, value growth and other consultative services.

The Exit Planning Institute is the leading authority on exit planning and value acceleration. Having credentialed more than 2,000 Certified Exit Planning Advisors and worked with more than 30,000 advisors and firms across the US, EPI has the process, methodology and systems to help CPAs continue to hold a seat at the owners table as their most trusted advisor. Read more about this series.

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Part 1: How CPAs Can Gain and Grow Business Owner Clients

Previous EPI Webinars: 2021

A CEPA Credentialed Plus Member Benefit

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Conversations Starters and Tools for Pre-Client Meetings

Previously Aired On: February 1, 2021