cepa events

How can you help your corporate clients think about the future and ensure financial continuity? your EPI membership will provide access to many member benefits, including a searchable knowledgebase, templated tools, and advanced skills you can leverage to deliver exemplary exit planning strategies, advice, and support for your clients. 2020 CEPA Foundation Safety Roundtable Bachelor’s degree or equivalent from a qualifying institution. Contributing from Cleveland, OH, Basics of Business Valuation plus up to 25 continuing education credits with major professional associations, *streaming in Eastern and Pacific time zones*, 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. Contributing from San Diego, CA, Financial Planning for Owners More than 50% of lower middle market business owners would prefer to transition to the next generation.

What It Means to Learn Online, Estate, Tax, and Charitable Intent Contributing from Knoxville, TN, ESOP as an Exit Strategy Contributing from Philadelphia, PA, M&A and Third-Party Sales 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.

Oct. 29. Exit planning brings this future mindset into the present. Download the Value Acceleration Methodology origin story and case study now. One of the most critical roles in exit planning is building transferable value.

One of the best relationships a business owner makes is with their banker. It aligns the business, personal, and financial needs of the owner. 1 "Most Trusted Advisor." Use exit planning to make that valuation into a longer term value acceleration engagement. The event calendar shows upcoming club events. 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. The event calendar shows upcoming club events. Contributing from Cleveland, OH, Reinventing and Enhancing Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event. 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. 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. 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. Learn how your daily decisions affect the value of the business long term. Answer: exit planning. You can also explore the full CEPA faculty directory by clicking here.

Contributing from Atlanta, GA, Intro to Value Enhancement © 2020 by the Center for European Policy Analysis. Contributing from Cleveland, OH, Exit Planning Reinvented Are you trying to think like a turnaround specialist in 13 week pivot plans? CalEPA Spotlight . Use the links below to connect with your upcoming EPI Masterclass™ experts. You can help them stabilize, harvest that value, and develop wealth beyond income. You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

Cardiopulmonary Exercise: Preparation & Predicted Values, Strategies to Improve Physical Activity Levels in Cardiac Rehabilitation Patients. Whether you attend CEPA in the EPI Masterclass or EPI Executive Experience program, your tuition includes one year of Credentialed Membership benefits. Full Price: $2,895/attendee $1,700/attendee! Bachelor’s degree or equivalent from a qualifying institution. Education Requirement: THE FIRST-OF-ITS-KIND VIRTUAL CLASSROOM EXPERIENCE  |  2020 CEPA CREDENTIALING PROGRAM. Connect with CEPAs to build your healthy deal flow network. EPI wants to deliver the entire industry a best-in-class alternative to standard webinar training. Learn more at www.EarnCEPA.com. 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.

The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

You are the advisor an owner will rely on as an essential part of business success. Select a view then use the navigation buttons to move Certified Exit Planning Advisors (CEPA) are educated on how to create and communicate all of the exit options available to an owner. All Rights Reserved. At times like these, the one who manages the balance sheet is in a driver seat. -39-Year Business Owner and Insurance Professional, CEPA since 2009, EPI Headquarters

CEPA is a nonprofit that promotes an economically vibrant, strategically secure, and politically free Europe with close and enduring ties to the United States. Help them succeed with exit planning strategies. This year’s Forum focused on CEPA’s core strategic pillars: transatlantic leadership, the future of transatlantic defense and security, authoritarian interference in democracies, and the transatlantic digital agenda. Learn how exit planning can bring attractive AND ready business to your purview. 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). You’re a skilled relationship person. The need has never been higher and there has never been a better way. Because we believe in transformational training. 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. If you work with business owners, don’t wait. location, fees and any rules regarding attendance; you can also register for events from this screen. 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. 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.

27881 Clemens Road, Suite 1 Note: Applicants without a qualifying degree must submit additional professional work experience.

The need for reliable strategic advice and risk management expertise has never been greater.

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. Take advantage of business owner relief pricing by April 20. Purchase your tickets here for upcoming events on the CEPA stage. Ask yourself: How do I want to earn CEPA? 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. 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. Entrepreneurs want to create valuable, transferrable companies (and quickly) to achieve the financial, business, and personal goals they set out to accomplish when they began. In fact, it’s essential. This field is for validation purposes and should be left unchanged. The masterclass was designed to fill the growing need of the industry. 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). 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. EPI wants to make CEPA training and exit planning more accessible than ever. California Will Phase Out Gasoline-Powered Cars in Fight Against Climate Change.

Want to get ahead on your pre-reading? This is not just another webinar training you’ll take alone in your home office. Select a view then use the navigation buttons to move between dates. ... 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 between dates. Click on the magnifying glass on the toolbar to see search and filter options. You will learn how to manage value and how to use exit planning as good business strategy with EPI Masterclass™. EPI Masterclass™ is powered by a lineup of hyper-engaging thought leaders and industry experts.

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