WEBINARS AND ONLINE EDUCATION

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.

Download Member Benefits


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. 

BACK TO TOP

 

 

How to Best Engage an Investment Banking Firm

How to Best Engage an Investment Banking Firm

Broadcast Date: November 18 | 1:00 PM ET

Register Now

Rapidly Accelerate Value: The 4 Cs


Open to Public | Free to Attend

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.

BACK TO TOP

 

 

Previous EPI Webinars


A CEPA Credentialed Plus Member Benefit

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.

BACK TO TOP