Turning Insight into Action: How CEPAs Create Urgency Without Pressure
Drew Watkins and Kevin Mallory will explore how to surface the 3–5 “can’t-afford-to-fail” priorities that truly matter, navigate denial and ambiguity around timing, and co-create precise definitions of success. We’ll also show how ELLA’s Exit Team features, shared Fact Finding, and interactive, block-based Deliverables can be used live with clients to align the broader exit team, visualize tradeoffs, and turn conversations into decisions.
Women Behind the Family Business
This session presented by Jocelyn Greenky Underwood will shine a light on the women whose influence is critical yet often underestimated. We’ll explore the unique challenges they face when family and business intersect—whether that means navigating blurred boundaries at the dinner table, handling unspoken power dynamics, or stepping into leadership roles without a clear roadmap.
Purpose After Exit: The Next Chapter
"Who am I now? What’s my purpose? And what’s next for me?" One day, a business owner wakes up wondering who they are, why they’re here, and where they’re headed next. They’ve had a great run, but something is missing, and they feel it deeply. The future feels more uncertain than ever, the business that once shaped their identity will soon be gone, and the question of what comes next looms large. Chris Hare will introduce you to a narrative intelligence framework you can use to help owners strengthen the personal leg of the stool
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 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.
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Top 10 Questions to Ask Business Owners about Commercial Real Estate
The webinar presented by Jason Bush offers valuable thought leadership in the exit planning community, focusing on commercial real estate’s (CRE) influence on enterprise value and the integration of exit planning principles into commercial real estate.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
The Transition Trap: How First-to-Second Generation Handoffs Can Make or Break Business Value
This session presented by Cameron Earhart and Joey Brannon explores how to avoid the Transition Trap by aligning legacy with innovation, codifying the founder’s wisdom into systems, and empowering next-gen leaders to scale with confidence. Our goal is to share practical tools to de-risk generational handoffs, preserve enterprise value, and position the business for long-term success—whether the goal is a future exit or continued family ownership.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
2026 State of the Institute Address
The 2026 State of the Institute Address, delivered by Exit Planning Institute President Scott Snider, outlines the year’s priorities in exit planning. This annual broadcast will highlight the progress, innovations, and initiatives shaping the future of EPI and the advisor community. Scott will share key updates from the past year and discuss how the industry continues to evolve to meet the needs of CEPAs, advisors, and business owners worldwide.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 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.
The Hidden Risks (and Opportunities) in Certified and Contract Dependent Business Exits
In this session, Meredith Moore, CEPA, Founder and CEO of Artisan Financial Strategies, explores the hidden risks and opportunities that determine whether these businesses build or lose transferable value. She will highlight how certification rules, contract structures, and owner readiness intersect and why early coordination among advisors, lenders, and the owner’s personal wealth strategy is essential.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
The Missing Link in Exit Planning: Protecting and Funding the Business Through Strategic Insurance Solutions
In this session, Dianne Kelley, CEPA, founder of FreshVue Business Solutions and Sandbrook Group, explores the essential role of insurance in exit planning. You’ll learn how life insurance, key person policies, buy-sell funding, disability protection, and business overhead coverage safeguard enterprise value, protect ownership continuity, and ensure financial stability. Equip yourself to identify coverage gaps and collaborate effectively with insurance professionals to create resilient, value-driven exit plans for your clients.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
M&A Ready: Your 24-Month Exit Playbook
This session presented by Josh Bass is for founders and owners who see a potential sale on the horizon and want to control the outcome, not just react to it. Over 24 months, the right preparation can add meaningful value to your business, reduce deal risk, and expand your pool of serious buyers.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 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.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 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.
