CalEPA Spotlight . Bachelor’s degree or equivalent from a qualifying institution. Click on the event to view more information, including the event description, times, location, fees and any rules regarding attendance; you can also register for events from this screen. California Will Phase Out Gasoline-Powered Cars in Fight Against Climate Change. The sweeping stay-at-home orders, the massive financial strain, and the constant stream of hour-by-hour news updates and information are a lot to navigate. Each member of your EPI Masterclass™ Faculty will deliver comprehensive lessons that reinforce the exit planning body of knowledge while complementary those facts with real-life case studies that will enrich your understanding while keeping you glued to the screen. Approach the risk conversation differently with exit planning. The 12th annual CEPA Forum was fully virtual this year and featured a week-long series of events from Monday, September 21, 2020 through Friday, September 25, 2020. 2020 CEPA Foundation Quality Summit (Due to COVID-19, the Quality Summit will be replaced by two virtual webinar events) *more details to follow* October 27, 2020 from 9:00 am to 11:30 am October 29, 2020 from 9:00 am to 11:30 am . Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients. We are proud to deliver the Certified Exit Planning Advisor® (CEPA) Credentialing Program in two ways: EPI Executive Experience™ ―hosted in world-class learning facilities and universities across the country― and EPI Masterclass™ ―live virtual broadcast simulation unlike any online certification you have experienced before. Being versed in the Value Acceleration Methodology enables an advisor to enter an engagement with an exit-option-agnostic perspective to truly serve the business owner’s diverse needs. To find out if your unique designation qualifies for continuing education credits contact us now. Ask yourself: How do I want to earn CEPA? Certified Exit Planning Advisors (CEPA) are educated on how to create and communicate all of the exit options available to an owner. Contributing from Knoxville, TN, ESOP as an Exit Strategy What It Means to Learn Online, Estate, Tax, and Charitable Intent It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. Only 2 of every 10 businesses that come to market actually sell. You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners. Contributing from Cleveland, OH, Basics of Business Valuation One of the critical ‘legs of the stool’ is personal financing planning. The CEPA program now qualifies for continuing education credits with twelve major professional associations. Participants who successfully complete the CEPA training (via EPI Masterclass™ or EPI Executive Experience™), and pass the closed book proctored exam, receive the Certified Exit Planning Advisor® (CEPA®) credential. Education Requirement: Learning exit planning now can help you learn daily insights that will minimize risk, sturdy up management, and think short-and-long term about how to grow your business back (plus position it to be attractive to potential buyers in the future). We want to change the outcome for business owners. Contributing from Cleveland, OH, Navigating Family Transitions Beyond the credential, EPI is your partner in exit planning bringing you the best content in the industry, ongoing advisor support, and resources you can leverage for owner education. It aligns the business, personal, and financial needs of the owner. As we began to experience these unprecedented times of mass stay-at-home orders alongside our members, we expedited the release. EPI wants to make CEPA training and exit planning more accessible than ever. ... Stanford CEPA Center for Education Policy Analysis; Contact Stanford Center for Education Policy Analysis 520 Galvez Mall, CERAS Building, 5th Floor Stanford, CA 94305-3001 Developed to exceed your expectations of run-of-the-mill webinar training, the EPI Masterclass™ is a five-day virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning. Exit planning brings this future mindset into the present. Importance of Teams The need has never been higher and there has never been a better way. You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning. Over the course of the week, the Forum hosted a dynamic series of virtual keynotes, discussions, and roundtables as well as its trademark debates aimed at considering present and future challenges to the transatlantic alliance. Cardiopulmonary Exercise: Preparation & Predicted Values, Strategies to Improve Physical Activity Levels in Cardiac Rehabilitation Patients. © 2020 by the Center for European Policy Analysis. Contributing from San Diego, CA, Financial Planning for Owners You can also explore the full CEPA faculty directory by clicking here. Take advantage of business owner relief pricing by April 20. Help them succeed with exit planning strategies. Professional Experience Requirement: To qualify for the CEPA® designation, you must meet the minimum professional and educational experience required. Five or more years of experience (full-time or equivalent) working directly with business owners as a CFO or controller, financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or similar professional capacity; or Ten or more years of experience as a business owner operating a privately-held business. Click on the event to view more information, including the event description, times, How can you help your corporate clients think about the future and ensure financial continuity? We work with experts to create immersive learning environments (face-to-face and in the cloud) to ensure that every attendee can prepare effectively before arriving on Day One, participate, collaborate and stay engaged during training, and thrive after passing the CEPA exam. EPI wants to deliver the entire industry a best-in-class alternative to standard webinar training. 2020 CEPA Foundation Safety Roundtable Download the Value Acceleration Methodology origin story and case study now. Contributing from Philadelphia, PA, M&A and Third-Party Sales Those who successfully complete the EPI Masterclass™ or EPI Executive Experience™ training and pass the closed book proctored exam are awarded the Certified Exit Planning Advisor (CEPA) credential (plus up to 25 continuing education credits with major professional associations). CEPA is a nonprofit that promotes an economically vibrant, strategically secure, and politically free Europe with close and enduring ties to the United States. Answer: exit planning. Connect with CEPAs to build your healthy deal flow network. By executive order, Governor Gavin Newsom established a goal to have all new passenger cars and trucks sold in California be zero emission in 15 years. Learn how exit planning can bring attractive AND ready business to your purview. THE FIRST-OF-ITS-KIND VIRTUAL CLASSROOM EXPERIENCE | 2020 CEPA CREDENTIALING PROGRAM. You will learn how to manage value and how to use exit planning as good business strategy with EPI Masterclass™. Select a view then use the navigation buttons to move At times like these, the one who manages the balance sheet is in a driver seat. Regardless of your unique specialty, there is seat at the exit planning table for you. Upcoming Events; CEPA Seminar Series; Previous Events; Conferences; Workshops; Upcoming Events. Limit 300 attendees | April 27-May 1, 2020: The Certified Exit Planning Advisor (CEPA) Masterclass is a remastered live five-day simulation in the EPI Virtual Classroom that trains professional advisors in the field of exit planning. Each day, you will be transported into the CEPA Virtual Classroom to learn one-on-one style with up to five different, wildly-accomplished practitioners who know how to use core concepts from the field of expertise in creative ways to solve business problems. You’re a skilled relationship person. You can help them stabilize, harvest that value, and develop wealth beyond income. CEPA – The Pell City Center for Education and Performing Arts is a 2,000-seat sports arena and 400-seat theater all under one roof. This field is for validation purposes and should be left unchanged. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today. And knowing how to identify, protect, build, and harvest value is a CFO's super skill that can help the owner build a sturdy business that can weather any storm. Douglas Harris. Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). *Coronavirus and the effects of the coronavirus pandemic has reeked havoc on business as we know it. The Mission of the Colorado Environmental Professionals Association is to promote the environmental remediation industry in Colorado and surrounding areas, and provide information and education to Association Members, construction industry and general public. location, fees and any rules regarding attendance; you can also register for events from this screen. The event calendar shows upcoming club events. This is not just another webinar training you’ll take alone in your home office. Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value and Unlock Wealth, Business Owners *click here for more info. They need professionals who know how to manage and lessen risk in the business and in their overall portfolio. Select a view then use the navigation buttons to move between dates. 1 "Most Trusted Advisor." ―National Face-to-Face Executive Education Experience―, 2020 New York 2020 Chicago 2020 San Diego 2021 San Diego 2021 Cleveland 2021 Chicago, ―Full-Scale Virtual Classroom Production for Optimized Learning―, APR 2020 MAY 2020 JUN 2020 JUL 2020 AUG 2020 OCT 2020. Click on the magnifying glass on the toolbar to see search and filter options. The Certified Exit Planning Advisor® (CEPA) credential is the most widely endorsed and accepted exit planning designation in the world. Is the company you work for on "life support" due to the devastating effects of the coronavirus pandemic and the associated COVID-19 stay-at-home orders? Exit planning is not just a plan. Owners participating in the State of Owner Readiness research continue to indicate that you are the No. Purchase your tickets here for upcoming events on the CEPA stage. Westlake, OH 44145, © 2020 Exit Planning Institute. Contributing from Atlanta, GA, Intro to Value Enhancement Note: Applicants without a qualifying degree must submit additional professional work experience. Proper exit planning causes less deals to fall through at the last minute. The EPI Masterclass™ tuition is $2,895 (available for $1,700 until May 15) which includes: The Exit Planning Institute is committed to providing transformational educational experiences.
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