Pre-Conference Workshops
Add a Pre-Conference Workshop to get fast-paced, highly interactive, tangible tools you can use immediately.
Reboot Your Client Relationships! A BEI Interactive Workshop (Optional)
August 15, 2022
8:00 a.m. - 3:30 p.m.
You’ll leave the Client Engagement Workshop with five new turnkey programs to implement in your firm:
- Speaking/Workshop (including publishing) Proposal Kit
- Referral Development Kit
- Sample Client/Plan (Planning Process) Kit
- Business Continuity or Value Drivers Engagement Kit
- Web/Social Content Kit
Space is limited due to the structure of the workshop, so add it to your registration now! All BEI Members are welcome to attend.
The Deep Dive: A BEI Advanced Planning Workshop for CExP™ Advisors (Optional)
August 15, 2022
8:00 a.m. - 3:30 p.m.
If you’ve received your CExP designation, take your expertise to the next level in this multi-disciplinary, collaborative work session where you’ll take a deep dive into:
- Real Client Scenarios Presented by Your Peers
- In-Session Complex Problem-Solving Scenarios
- Discussions with Subject Matter Experts
- Developing New Planning Recommendations
You must be a CExP designation-holder in good standing to attend this workshop, and space is limited so add it to your registration now!
Profession Sessions (Optional)
3:45 p.m. - 5:00 p.m.
Great if you are new to BEI
Connect with your peers! Get to know other advisors from your professional discipline who also work extensively with business owners to plan for the future. Do you want to know how others in your profession are handling staffing, technology, professional development, revenue generation, or service bundling? Join these professional groups for a guided discussion of the issues that are most important to your profession. Groups include:
- CPAs and Tax Specialists
- Financial Services Professionals (Financial Planning, Insurance)
- Consultants and coaches
- M&A Professionals
- Inside Transfer Specialists
*Don’t see your peer group listed here? Contact Events@exitplanning.com to suggest another group.