WEBINARS AND ONLINE EDUCATION

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Previous Webinars	Exit Planning Summit Partner Series	Special Edition Webinars
Become a Holistic Advisor Series	Implementing Exit Planning Series	Educating Business Owners Series

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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Special Edition Webinars

Open to Public | Free to Attend

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Commercializing Your CEPA with MAUS

Broadcast Date: August 25, 2022 | 1:00 PM ET

Implementing Exit Planning Series

Open to Public | Free to Attend

Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on their terms when they are ready. The Value Acceleration Methodology aligns an owner’s business, personal, and financial needs. This series will walk advisors through the three gates of the methodology and highlight best practices for exit planning implementation.

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Closing the Business Owner's Value Gaps

Broadcast Date: August 23, 2022 | 1:00 PM ET

The Inside Game

Broadcast Date: August 30, 2022 | 1:00 PM ET

Understanding the ESOP Opportunity

Broadcast Date: September 13, 2022 | 1:00 PM ET

Creating A Prioritized
Action Plan

Broadcast Date: September 20, 2022 | 1:00 PM ET

Private Equity as a Viable Option for Lower Middle Market

Broadcast Date: September 27, 2022 | 1:00 PM ET

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Educating Business Owners Series

Open to Public | Free to Attend

Join us as EPI interviews exited business owners about their business transitions. We will dive deep into their successes, struggles, personal goals, and their life after business. These informal interviews will highlight the impact a solid exit plan can have on a business owner’s life.

Stay tuned for our full launch of the 2022 webinar schedule! Want to be the first to know about our latest webinar announcements? Subscribe to our newsletter.

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Disruption In the B2B <br> Payments Market

Disruption In the B2B
Payments Market

Broadcast Date: October 4, 2022 | 1:00 PM ET

Identifying the Right <br> Sell-side Advisor

Identifying the Right
Sell-side Advisor

Broadcast Date: October 25, 2022 | 1:00 PM ET

Strategic Planning for <br> Business Owners

Strategic Planning for
Business Owners

Broadcast Date: November 8, 2022 | 1:00 PM ET

Finish Big

Broadcast Date: November 15, 2022 | 1:00 PM ET

Financial Advisor Reviews Are Here. Are You Ready?

Broadcast Date: December 6, 2022 | 1:00 PM ET

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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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CEPA Exclusive Webinar Library

Recordings available 24/7

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