Exit Planning Institute

WEBINARS

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.

 

Continuing Education: Current CEPAs who attend an EPI Webinar will receive 1 EPI CE Credit for attending a Webinar as it airs live. The EPI CE Credit earned from attending will be added to your CE Tracker within five business days of attending the session. Joining sessions by phone cannot be automatically tracked. Members should self-submit these sessions to obtain CE Credit.

2025 State of the Institute Address
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Webinar

2025 State of the Institute Address

Join EPI President Scott Snider for the 2025 State of the Institute Address! Explore key trends in exit planning, learn about upcoming content, advancements in the field, and EPI’s vision for the future. Don’t miss this session designed to keep CEPAs ahead in the market!

2/18/25 | EPI CE Hours: 1
Engage and Accelerate: Effectively Navigating the Discover Gate with Capitaliz
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Webinar

Engage and Accelerate: Effectively Navigating the Discover Gate with Capitaliz

Join Capitaliz President, Jared Johnson, on Thursday, February 20, 2025, for an insightful webinar focused on navigating the Discover Gate within the Value Acceleration Methodology. This session will explore the essential components that advisors need to understand to effectively engage clients and secure planning engagements.

2/20/25 | EPI CE Hours: 1
How to Maximize Returns on Your Client’s Supply Chain, both Now and Upon Exit
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Webinar

How to Maximize Returns on Your Client’s Supply Chain, both Now and Upon Exit

Learn from Forsyth Advisors, experts in strategic supply chain optimization, as they share how to uncover hidden value and enhance high-quality earnings. By leveraging client data and addressing key areas like purchasing costs, freight optimization, and procurement strategies, they help maximize returns. Gain insights and tools to prepare clients for a successful exit while aligning their supply chains with what buyers want to see.

2/25/25 | EPI CE Hours: 1
Special Edition: Derisking Your Business By Aligning Legal Governing Documents With Owners' Estate Plans
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Webinar

Special Edition: Derisking Your Business By Aligning Legal Governing Documents With Owners' Estate Plans

An often missed low-hanging fruit for the derisk stage of our work is reviewing the shareholder bylaws and or the operating agreements with the estate plans for the owners. When they are not aligned, it can lead to difficult transitions upon death.

3/11/25 | EPI CE Hours: 1
Voice of The Customers - Why Owners Don't Initiate Exit Planning
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Webinar

Voice of The Customers - Why Owners Don't Initiate Exit Planning

Be part of the conversation with Darren Cherry from FocusCFO. Through this webinar, attendees will review feedback from clients on why the resisted starting exit planning.

3/13/25 | EPI CE Hours: 1
Automating Your Business Is Easier Than You Think
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Webinar

Automating Your Business Is Easier Than You Think

Hear from Darin Adams, Keap explaining why your business is not as efficient as you want it to be. You're not getting all the leads you want. You're forgetting to follow up. You're doing too many things manually. Automating your business simply means taking some of those things off your plate and letting automation do them for you. Get a glimpse of what you could be offloading and still getting done. Learn how to start saving more time and making sure things happen every single time, exactly like you want.

3/25/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

3/27/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

4/1/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

4/10/25 | EPI CE Hours: 1
Selling to a Key Employee(s) or a Competitor
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Webinar

Selling to a Key Employee(s) or a Competitor

Take advantage of this opportunity to learn how the new SBA guidelines are revolutionizing business ownership transitions, enabling key employees and competitors to acquire businesses with zero down payment. Discover the updated process, key benefits for buyers and sellers, and strategies to leverage these changes for success. This session is your chance to stay ahead in understanding these game-changing updates.

4/22/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

4/24/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

5/15/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

6/5/25 | EPI CE Hours: 1
How to Thrive in the "Trust Recession" with Trust-Based Selling
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Webinar

How to Thrive in the "Trust Recession" with Trust-Based Selling

In today’s over-marketed, over-hyped and commoditized world, Ari Galper, the world’s #1 authority on trust-based selling, has defined the state of selling in today’s economy as the “Trust Recession”. You’ll know you’re in the Trust Recession, if you are delivering more value, doing free consulting, educating and “chasing” your prospects… with only declining results to show for it. Getting more leads is not the problem, converting the leads you already have, IS the problem you must solve to maximize your profits. If you don’t break out of the Trust Recession cycle, your sales growth will be stunted, and you’ll be in for a rude awakening.

6/17/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

7/1/25 | EPI CE Hours: 1
The Importance of Cybersecurity Due Diligence
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Webinar

The Importance of Cybersecurity Due Diligence

This webinar presented by Mark Pardee, will emphasize the importance of cybersecurity due diligence for both regulated and unregulated companies, exploring key differences in cybersecurity regulations and frameworks. Attendees will also gain insights into the concept of an “assumed breach,” its importance, and the practical workings of cybersecurity due diligence.

7/15/25 | EPI CE Hours: 1
Mastering LinkedIn: Unlock Opportunities and Build Connections with Greg Kaye
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Webinar

Mastering LinkedIn: Unlock Opportunities and Build Connections with Greg Kaye

Hear from Greg Kaye with Blue Craze Media presenting best practices for LinkedIn and how to get the best out of it.

8/12/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

8/28/25 | EPI CE Hours: 1
Predictable Growth with Cold Outreach with John Perlinger
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Webinar

Predictable Growth with Cold Outreach with John Perlinger

John Perlinger will dive into achieving revenue growth goals through effective outbound sales strategies. Join us to learn how to build a systematic, effective outbound sales strategy that not only brings in new clients but also ensures sustainable, predictable revenue growth for your business.

9/9/25 | EPI CE Hours: 1
Life After Exiting Your Business: Take Clients Deeper to Design their Next Chapter of Meaning, Purpose, and Joy
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Webinar

Life After Exiting Your Business: Take Clients Deeper to Design their Next Chapter of Meaning, Purpose, and Joy

Statistics show that an astounding 75% of business owners report feeling profound regret after selling their business, and it’s not because of the financial deal. (source: PWC 2023) Are you and your clients ready for life after a successful business exit? Clients face the same questions that you will eventually face: What will I do when I stop working and get back 40 hours a week (or more)? How will I stay relevant? What will my identity be without my title and business? The time to plan for the next phase in life is right now. You have an opportunity to give clients more personal preparation, so they stay out of that category and refer others to you for exit help. Planning now for the significant life transition that is coming, helps clients avoid feelings of regret and unhappiness, and averts the sense of depression felt by a reported 1/3 of retirees in the first two years of their retirement. (source: Harvard Medical School) Using a proven process, we take clients from uncertainty and avoidance of retirement to excitement and readiness, with their own personalized plan for a life of meaning, fulfillment, joy, and connection. Learn how to help your clients plan now for the change that is going to come and move into the next chapter with ease and success.

9/23/25 | EPI CE Hours: 1
Save the Date - 2025 EPI Webinar Strategic Partner
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Webinar

Save the Date - 2025 EPI Webinar Strategic Partner

Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.

11/6/25 | EPI CE Hours: 1

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.

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