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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 4:30
January 31
Event Registration Open
4:30 7:00
January 31
Welcome Social 
8:00 9:00
February 1
Setting the Table: The Business Owner Specialist by Understanding Best-in-Class CEPA Elements
9:00 12:00
February 1
Designing & Leading Multi-Advisor Teams to Help Clients Exit: How to Build Teams and Go to Market
2:00 5:30
February 1
Presenting the Value Acceleration Methodology and the Triggering Event to the Business Owners
6:30 8:30
February 1
Impact Dinner: An Interview With a 1%er
8:00 11:30
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 5:00
February 2
Relationship Building Excursions
6:30 8:30
February 2
Impact Dinner: An Interview With a 1%er
8:00 11:30
February 3
The Exit Planning Tech Stack and Proper Use of AI Tools 
11:30 12:00
February 3
Break
12:00 1:30
February 3
Lunch and Learn