“We have a very impressive lineup of speakers this year who bring a variety of life experiences and expertise,” said Scott Snider, CEO of the Exit Planning Institute
Westlake, Ohio, January 02, 2023 /24-7press release/ — The Exit Planning Institute (EPI) announced the agenda and speaker line-up for its 2023 Exit Planning Summit. The Exit Planning Summit is the largest exit planning conference in the world and will welcome hundreds of Certified Exit Planning Advisors (CEPAs), business owners and professional advisors in Scottsdale, Arizona on May 21-23, 2023. The Summit will consist of a combination of main stage speakers, breakout sessions, deep dive workshops and networking opportunities.
“We have a very impressive lineup of speakers this year who bring a variety of life experiences and expertise to share with the exit planning community,” said Scott Snider, CEO of the Exit Planning Institute. “By sharing best practices, attendees will gain the tools they need to accelerate their practices and help business owners grow and ultimately successfully exit their organization.”
The Exit Planning Summit provides an opportunity to hear from and network with the industry’s most respected CEPAs. Registration for the Exit Planning Summit is open website.
speaker
• Michael Kitces, Senior Financial Planning Nerd, Kitces.com LLC
• Christopher Snider, CEO, Exit Planning Institute
• Scott Snider, President of the Exit Planning Institute
• Meghaan Lurtz, Senior Research Nerd, Kitces.com LLC
• Michael Sheppard, Group Vice President, Thrivent
• Justin Castelli, Founder, RLS Wealth
• Michael Schein, Head Hype Artist, MicroFame Media LLC
• Ben Utecht, Chief Culture Officer, Super Bowl Champion
• Mark Sims, President of Madison Insurance Group
• Ken Sanginario, Founder, Enterprise Value Metrics
• James Jack, Executive Director, Strategic Client Segments, UBS
• Joe Strazzeri, attorney, consultant, partner of Strazzeri Mancini LLP
• Shelley Lightfoot, General Manager, Strazzeri Mancini
• Shina Culberson, President, Quist Valuation
• Dan Paxton, Director, ExitSmarts
• Keith Apton, Managing Director, UBS Financial Services, Inc.
• Scott Mashuda, Founding Partner, REAG
• Bobby Kingsbury, Director, MCM Capital
• Nadine Nocero-Tye, Partner, Vice President of Sales and Marketing, Syncshow
• Brian Trzcinski, director of business market development, MassMutual
• Julia Broad, President of Book Launchers
• Aaron Stine, CEO, Mouse Software
• Vincent Mastrovito, Exit Planning Specialist, Prometis Partners
• Rich Christiansen, board member, venture capitalist, Legado family
• Paige Wysocki, Marketing Manager, Exit Planning Institute
• Justin Goodbread, Chief Strategy Officer, Wealthsource
• Colleen Kowalski, Content Strategist, Exit Planning Institute
• Laura Queen, Founder, CEO, 29Bison.com
• Scott Bushkie, Managing Partner, Founder, Cornerstone Business Services
• Mike McGrainn, Partner, Senior Advisor, Telos Management Inc.
• dr Craig West, Chairman, Capitaliz Succession Plus
• Gal Kaufman, Partner, Fish Broyles
• Bradley Barros, President and CEO, private venture capital development consultant
The full speaker lineup and detailed agenda of the Exit Planning Summit are available at Exit the Planning Summit website. You can register and find more details about the event here.
About Exit Planning Institute
The Exit Planning Institute (EPI) was founded in 2005 to meet the educational and resource needs of professional management consultants. The Certified Exit Planning Advisor (CEPA) certification program is the world’s most widely adopted professional exit planning program, providing advisors with the content, tools, and training needed to engage business owners and become their most valuable advisors. For more information visit Exit Planning Institute.org or continue to follow us LinkedIn.
# # #
