2017 International Summit

THE Best Exit Planning Conference for Exit Planning Advisors

BRINGING TOGETHER
100 TOP CEPAS

divider

PRE-REGISTER NOW FOR EXTRA SAVINGS!

I consider the annual International Summit to be the “superbowl” of EPI.  And as if it wasn’t enough, 2017 marks the celebration of our CEPA credential’s 10-year anniversary!  Exit Planning Institute and our high-caliber network of advisors are on a wave of momentum and I am proud to create a gathering each year to reconnect with our goals and values within the professional community.

My team and I are currently reviewing your feedback from 2016 and have some exciting ideas! I plan to bring together industry leaders and motivational speakers, broken into multiple tracks and breakout sessions, to provide you the training, knowledge, and inspiration to change the way you operate your exit planning practice.  Based on popular demand and surveyed response from 2016 Summit Evaluations, we plan to update and bring back the “Exit Examiner” Case Study Experience, the “Summit Giveback” and the “Owner Evolution” Panel Discussion!  I look forward to seeing you in Bonita Springs!

Sincerely,

scott-signature-file

Scott Snider, Vice President

 coconut-point-500

 

Registration

divider

 

EPI Members $1200 
$900 through 06/30/16

Member Registration

 

Non-Members $1400
$1,000 through 06/30/17

Non-member Registration

attend the international summit

2017 International Summit

Registration Pricing

Members

$1,200

Early bird pricing available:

$600 through September 30, 2016

$800 through December 31, 2016

$950 through June 30, 2017

$1,050 through July 31, 2017

 Event Registration Includes:

(1) 2017 Summit 2-Day Registration
(2) Daily Continental Breakfasts
(3) Summit Giveback Charity Social Ticket
(4) Excellence in Exit Planning Awards Luncheon Seat

Member Registration

Registration pricing

Non-Members

$1,400

Early bird pricing available:

$600 through September 30, 2016

$800 through December 31, 2016

$1,050 through June 30, 2017

$1,200 through July 31, 2017

 Event Registration Includes:

(1) 2017 Summit 2-Day Registration
(2) Daily Continental Breakfasts
(3) Summit Giveback Charity Social Ticket
(4) Excellence in Exit Planning Awards Luncheon Seat

Non-member Registration

Earn Up to 16 Hours of Continuing Education Credits Earn CE Credits Now

EDUCATION CREDITS

ESSENTIAL CONTINUING EDUCATION CREDITS!

For CEPAs:

CEPAs can earn up to 16 hours of CE Credit for attending the 2017 International Summit

More CE opportunities to be released soon!

The 2016 Summit Takeaways

divider

 

 


Attorneys

CPAs/Accountants

Business Brokers

Financial Advisors

Valuation Advisors

Investment Bankers

Estate Planners

 

 

1439362392_vector_65_02

Who Should Attend

Commercial Lenders

Consultants

Wealth Managers

Insurance Professionals

Mergers & Acquisition Advisors

Professional Advisors 

Business Owners


Sponsor Partnership Opportunities

divider

 

We are committed to providing value both to our attendees and our partners.  The 2017 Summit Partner Kit was developed to provide the best possible resources and experts to our members while ensuring the most valuable sponsorship experience for you.  If you are interested in being considered for one of our 2017 Summit Partnerships or would like more information on how to get involved with EPI, please email Brooke Norman at BNorman@Exit-Planning-Institute.org.

 


 

Thank You to our 2016 EPI International Summit Partners

divider

 

The Fifth Annual Excellence in Exit Planning Awards

divider

 

2017 Awards Event: Tuesday, September 12th

The Excellence in Exit Planning Awards is an annual event hosted by the Exit Planning Institute, which honors the Peter Christman Exit Planner of the Year.  The Exit Planner of the Year is a professional advisor who demonstrates their
 thought leadership within the profession, who helps clients happily transition by
 successfully aligning their business, personal, and financial goals, and who demonstrates they have led and worked collaboratively with their fellow advisors.  The awards ceremony
 also recognizes two additional advisors with Leader of the Year and Member of the Year.

 

Gain High Visibility and Inject Your Brand Into the Exit Planning Community


 

Congratulations to the Past Honorees

divider

 

gordonbell_180

2016 Exit Planner of the Year

Gordon Bell
The Midland Group

markkravietz_1802016 Leader of the Year

Mark Kravietz
MK Wealth Management | HighTower

loreleitolson_180

2016 Member of the Year

Lorelei Tolson
Oxford Financial Group

The Peter Christman Exit Planner of the Year:

divider

  • 2015 - Sean Hutchinson, Strategic Value Advisors
  • 2014  - Craig West, Succession Plus
  • 2013 - Peter Christman, The Christman Group

Leader of the Year:

divider

  • 2015 - Steve Beatty, Financial Solutions for Business
  • 2014 - Scott Miller, Enterprise Services, Inc.
  • 2013 - Sean Hutchinson, Strategic Value Advisors

Member of the Year:

divider

  • 2015 - Barry Goodman, Birkdale Transitions
  • 2014 - Mark Kravietz, HighTower Advisors
  • 2014 - Chris Cooper, Ohio Employee Ownership Center
  • 2013 - Joan Ridley, Business Wealth Solutions

Summit Schedule

Innovative Learning.  Valuable Networking.  Advanced Growth.

September 10, 2017
  • 9:00 am
    Inaugural EPI Golf Outing
  • 2:00 pm
    Presidents Circle Meeting (private: Chapter Presidents Only)
  • 5:00 pm
    Pre-Registration & Cocktail Hour
September 11, 2017
  • 7:00 am
    Registration & Continental Breakfast
  • 7:15 am
    Breakfast Session
  • 8:30 am
    Summit Kickoff with Vice President, Scott Snider
  • 9:00 am
    Keynote Address: To Be Announced
  • 10:30 am
    Breakout Sessions: To Be Selected
  • 11:30 am
    Lunch & Networking Break
  • 12:30 pm
    EPI Lounge Book Signings
  • 1:00 pm
    Breakout Sessions: To Be Selected
  • 2:15 pm
    Breakout Sessions: To Be Selected
  • 3:30 pm
    Expert Panel Discussion
  • 4:30 pm
    The Exit Examiner Introduction
  • 5:00 pm
    The Summit Giveback Charity Social and Silent Auction
September 12, 2017
  • 7:00 am
    Continental Breakfast
  • 7:15 am
    Breakfast Session
  • 8:30 am
    Keynote Address: To Be Announced
  • 9:45 am
    The Exit Examiner Case Study Workshop - Group Work
  • 10:30 am
    The Exit Examiner "Shark Tank" Discussion
  • 11:30 am
    Owner Panel: Real-Life Owners Who Have Exited Their Businesses Successfully (or Unsuccessfully)
  • 12:30 pm
    The Excellence in Exit Planning Award Luncheon
  • 2:00 pm
    Summit Adjourned
September 13, 2017
  • 8:00 am
    Value Growth Advanced Applications Workshop with President, Chris Snider (additional cost)
  • 9:00 am
    How to Sell Exit Planning Services Workshop (additional cost)

The Best Exit Planning Conference for Exit Planning Advisors. register today

Location

Hyatt Regency Coconut Point Resort and Spa

5001 Coconut Road

Bonita Springs, Florida 34134

Call (239) 444-1234

© 2015 Exit Planning Institute | Designed by Insivia
Exit Planning Institute