WEBINARS AND ONLINE EDUCATION

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Exit Planning Webinars and Online Education

BEST INDUSTRY CONTENT IN THE FORM OF DOZENS OF WEBINARS EVERY YEAR

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe.

Watch Post-Broadcast Webinar Recordings

Note: Webinar recordings will be made available post-broadcast to those in our Credentialed Plus membership tier. Members can access these recordings by logging in to the Member Center. To learn more about EPI member benefits, click here.

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Webinar Series Options


The Exit Planning Advisor Playbook Series	Exit Planning in Action Series	CEP 5-Day Online Program
Exit Planning Ecosystem Series	Rapidly Accelerate Value: The 4 Cs Series	Previous Webinar Recordings
	Accounting Firm Strategy Series

VIRTUAL EDUCATION OPTIONS

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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Where are the Value Advisors?

Where are the Value Advisors?

Broadcast Date: Mar 30 | 1:00 PM ET

How to Commercialize Your CEPA Course and Credentials

How to Commercialize Your CEPA Course and Credentials

Broadcast Date: Apr 12 | 1:00 PM ET

Understanding Business Value in the Triggering Event

Understanding Business Value in the Triggering Event

Broadcast Date: MAY 17 | 1:00 PM ET

Exit Planning Ecosystem Series

Open to Public | Free to Attend

This FREE weekly 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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The Value of Non-Financial Retirement Lifestyle Planning

The Value of Non-Financial Retirement Lifestyle Planning

Broadcast Date: Mar 4 | 1:00 PM ET

Put a Pin in It – How to Find Out Where Your Client Is

Put a Pin in It – How to Find Out Where Your Client Is

Broadcast Date: Mar 25 | 1:00 PM ET

Key Components of an Effective Buy-Sell Agreement

Key Components of an Effective Buy-Sell Agreement

Broadcast Date: May 27 | 1:00 PM ET

When Your Client's

When Your Client's "Familiness" is an Obstacle

Broadcast Date: Jul 22 | 1:00 PM ET

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 two-hour educational broadcasts are taught by industry experts from across the nation.

This webinar series if 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 two-hour interactive and engaging virtual session. Read more about this series.

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Dissecting the Triggering Event

Dissecting the Triggering Event

Broadcast Date: Apr 6 | 1:00 PM ET

Entrepreneurs & Charitable Intent - By-Product or Driver?

Entrepreneurs & Charitable Intent - By-Product or Driver?

Broadcast Date: Apr 20 | 1:00 PM ET

Confidence at Every Stage

Confidence at Every Stage

Broadcast Date: May 11 | 1:00 PM ET

Seven Reasons a Business Owner Needs Life Insurance

Seven Reasons a Business Owner Needs Life Insurance

Broadcast Date: July 6 | 1:00 PM ET

Discovering Without Interrogating

Discovering Without Interrogating

Broadcast Date: August 31 | 1:00 PM ET

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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Creating Business Value with Customer Focus & Strategy

Creating Business Value with Customer Focus & Strategy

Broadcast Date: Apr 2 | 1:00 PM ET
The Structural & Customer Capital

The Power of People: Maximize Your Magnetism

The Power of People: Maximize Your Magnetism

Broadcast Date: Apr 16 | 1:00 PM ET
The Human Capital

Increasing Enterprise Value Through Revenue Growth

Increasing Enterprise Value Through Revenue Growth

Broadcast Date: Apr 30 | 1:00 PM ET
The Structural & Customer Capital

Projecting Your Business's Future Value

Projecting Your Business's Future Value

Broadcast Date: May 7 | 1:00 PM ET
The Structural Capital

Do Transformational Leaders Boost Human Capital?

Do Transformational Leaders Boost Human Capital?

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

Maximizing Value by Optimizing Risk

Maximizing Value by Optimizing Risk

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

The SolarWinds Breach and It's Lasting Implications

The SolarWinds Breach and It's Lasting Implications

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

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

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

Broadcast Date: May 5 | 1:00 PM ET

Part 2: The CPAs Opportunity

Part 2: The CPAs Opportunity

Broadcast Date: May 12 | 1:00 PM ET

Part 3: Delivering the Service

Part 3: Delivering the Service

Broadcast Date: May 19 | 1:00 PM ET

PAID SERIES & WORKSHOP OPTIONS

Certificate in Exit Planning (CEP) Online Course

Registration: $500 | Early bird rate: $400

The Certiﬁcate in Exit Planning Online Program was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certiﬁed Exit Planning Advisor ® (CEPA®) Program. The six-module program was designed to take professional advisors (as well as sales and marketing professionals and colleagues of existing CEPAs) through an ‘exit planning 101’ course that provides an overview of the Value Acceleration Methodology™. Attendees leave the program with a baseline understanding of what exit planning is and how to help business owners plan effectively. Participants who have successfully completed the course receive a Certificate in Exit Planning from the Exit Planning Institute.

Each CEP online program is held once a day, Monday through Friday, starting at 9:00 a.m. PT / 10:00 a.m. MT / 11:00 a.m. CT / 12:00 p.m. ET and run between 1-1.5 hours per session. Exit Planning Institute can offer this program live in-person as a one-day workshop for your teams, communities, clients, or large organizations. Contact our team for group pricing and details.

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Sessions for 2021 Coming Soon

Sessions for 2021 Coming Soon

Check back for 2021 session announcements

Previous EPI Webinar Series

Request EPI Webinar Recordings

Request EPI Webinar Recordings

Contact us today to request recordings of any of our previous webinar series.

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