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CEPA MASTERY WINTER RETREAT AGENDA

 The agenda is carefully designed to balance focused, high-level learning with time for reflection and connection. Each session deepens your understanding of the methodology, offers practical strategies for real-world application, and fosters meaningful dialogue with a select group of peers, ensuring an immersive and impactful experience that advances both your knowledge and professional network. 

2:00 PM 4:30 PM
January 31
Event Registration Open
4:30 PM 7:00 PM
January 31
Welcome Social 
8:00 AM 9:00 AM
February 1
Setting the Table: The Business Owner Specialist by Understanding Best-in-Class CEPA Elements
9:00 AM 12:00 PM
February 1
Designing & Leading Multi-Advisor Teams to Help Clients Exit: How to Build Teams and Go to Market
2:00 PM 5:30 PM
February 1
Presenting the Value Acceleration Methodology and the Triggering Event to the Business Owners
6:30 PM 8:30 PM
February 1
Impact Dinner with a Thought Leadership Council Member
8:00 AM 11:30 AM
February 2
Dissecting the Methodology: Process, Valuation, Value Growth, Business, Personal, and Financial Planning. Numerically Understanding the Results and Outcomes of Exit Planning
1:00 PM 5:00 PM
February 2
Relationship Building Excursions
6:30 PM 8:30 PM
February 2
Impact Dinner with a Thought Leadership Council Member
8:00 AM 11:30 AM
February 3
The Exit Planning Tech Stack and Proper Use of AI Tools 
11:30 AM 12:00 PM
February 3
Break
12:00 AM 1:30 PM
February 3
Lunch and Learn