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.

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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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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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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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Discovering Without Interrogating

Discovering Without Interrogating

Broadcast Date: August 31 | 1:00 PM ET

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A Tale of Three Cities: How to Supercharge Growth

A Tale of Three Cities: How to Supercharge Growth

Broadcast Date: September 14 | 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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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

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Building Organizational Cultures Where People Thrive

Building Organizational Cultures Where People Thrive

Broadcast Date: August 6 | 1:00 PM ET
The Social Capital

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Rapid Growth With Standard Operating Procedures

Rapid Growth With Standard Operating Procedures

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

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The Difference a VDR <br>Can Make in Exit<br> Planning

The Difference a VDR
Can Make in Exit
Planning

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

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Unhackable Teams: Optimize Ideas, Focus and <br>Performance

Unhackable Teams: Optimize Ideas, Focus and
Performance

Broadcast Date: December 3 | 1:00 PM ET
The Human Capital

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M&A Market Update Series


Open to Public | Free to Attend

This webinar series, hosted by the Exit Planning Institute, is a bi-yearly discussion about the current state of mergers and acquisitions in the lower-middle market. We will explore current market conditions, active and inactive industry sectors, valuation multiples, deal trends, and much more during a 60 minute session. Join us for a dynamic discussion about what both buyers and sellers can expect in today’s M&A market.

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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A Q2 M&A Market Update

A Q2 M&A Market Update

Broadcast Date: July 28 | 1:00 PM ET

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Previous EPI Webinars: 2021


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.

Download Member Benefits

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Build Your Practice<br> with EOS®

Build Your Practice
with EOS®

Previously Aired On: February 8, 2021

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Collaboration: Simple,<br> But Not Easy

Collaboration: Simple,
But Not Easy

Previously Aired On: February 15, 2021

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Conducting Successful Virtual Roundtables

Conducting Successful Virtual Roundtables

Previously Aired On: February 22, 2021

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Internal Transfers…The Untapped Market

Internal Transfers…The Untapped Market

Previously Aired On: February 25, 2021

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Where are the Value <br>Advisors?

Where are the Value
Advisors?

Previously Aired On: March 30, 2021

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Dissecting the Triggering <br>Event

Dissecting the Triggering
Event

Previously Aired On: April 6, 2021

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The CPAs <br>Opportunity

The CPAs
Opportunity

Previously Aired On: June 9, 2021

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Delivering the <br>Service

Delivering the
Service

Previously Aired On: June 16, 2021

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Succession Planning and the Exit Decision

Succession Planning and the Exit Decision

Previously Aired On: June 24, 2021

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Maximizing Value by Optimizing Risk

Maximizing Value by Optimizing Risk

Previously Aired On: July 2, 2021

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