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What to Expect at the 2023 BEI National Conference

Conference audience

The 2023 BEI National Conference will be held this year on August 7 – 9, 2023 at the Four Seasons Hotel Denver in Denver, Colorado. 

Who Attends & What to Expect:

BEI Conference attendees make valuable connections with business advisors from firms of all sizes and regions. With direct access to the highest level of expertise, products, tools and services, this Conference is the perfect platform for Exit Planners to collaborate with a network of high-caliber practitioners and to take away actionable steps for engaging clients and improving their planning process. 

Here’s what you can expect from the BEI National Conference

  • Gain valuable insights and industry best practices from expert speakers
  • Network with the top players in Exit Planning
  • Refresh and refine your Exit Planning strategies
  • Explore the latest methods in client engagement and marketing

Last year, we welcomed nearly 150 Exit Planning Professionals to the event and anticipate a greater number of advisors in attendance this year. The three-day event will be hosted at the Four Seasons Hotel Denver. 

Engaging Sessions: 

The agenda for the 2023 Conference was driven by both feedback from the attendees of previous BEI Conferences, as well as input from a committee made up of current BEI Members. 

Through these collaborative efforts, we are certain to be providing an assortment of programming this summer that will resonate with the variety of experience and industries that our attendees represent. Whether you are a seasoned professional in the Exit Planning space, or looking for more foundational content, you’ll get sessions centralized around the theme of “From Engagement to Action”, ensuring you leave the event with actionable steps to take with your clients.

The variety of session topics range from: 

  • Cash Flow Modeling 
  • Social Selling
  • Tips & Trends in Client Engagement 
  • The State of ESOPs
  • M&A Market Update 
  • Capital Gains Reduction 
  • The Next Generation of Advisors 
  • Marketing to a Niche Audience 
  • Getting Creative with Business Continuity
  • Case Study Examples, and more!

To discuss the details of the agenda and to learn more, schedule a meeting with us at this link

Interactive Workshops: 

The first day of the BEI National Conference is optional for attendees and in lieu of sessions, there are two workshops that can be attended for an additional fee. 

The first is the traditional CExP workshop which will be led by BEI Founder, John Brown. Those in the BEI Network who have their Certified Exit Planner (CExP) designation are invited to participate in this workshop where there will be opportunities to share stories, brainstorm business exit strategies, and work together on a variety of different case studies and interactive exercises. 

The second workshop revolves around the concept of client engagement and will be led by Kevin Knebl, esteemed speaker, author, and coach with a lengthy resume full of experience in social media, lead generation, business development, and marketing.  Titled LinkedIn, Social Selling & Relationship Marketing for Huge Sales and Business Success Boot CampTM, this workshop will help attending advisors: 

  • Build a social networking strategy as a component of your business plan
  • How to identify and connect with prospects, clients, networking partners, and alliances 
  • Navigate various methods and mediums of communications to help you stay “top of mind” 
  • Nail the art of relationship-building that will lead to client retention, revenue growth, and more!

World-class Speakers: 

Hand-in-hand with a broad range of session topics, we are dedicated to bringing in a range of expertise and experience when it comes to those presenting content. The speaker lineup ranges from a variety of BEI Members, industry-leaders, strategic partners, subject-matter experts, and more. While there are a handful of repeat presenters such as Stuart Sorkin, Kelly Finnell, Greg Banner and Michael Butler; we also have some fresh faces who are eager to share with attendees too. 

Whether you are new to Exit Planning or a seasoned professional, between panel discussions, break-out sessions, Q&A events, demos and more – there is a speaker that will spark the interest of everyone planning to attend the 2023 BEI National Conference. 

Influential Partners: 

The BEI National Conference would not be a success without the immense support of our industry partners. Each sponsor offers tools and services that we endorse as being a value-add to an advisor’s Exit Planning services. Be sure to stop by the exhibit hall to connect and learn more from the following list of 2023 sponsors: 

There’s still time to register! If you would like to sign up to secure your spot for the 2023 BEI National Conference, follow the link below to sign up. 

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2023 BEI National Conference Highlights 

The 2023 BEI National Exit Planning Conference gathered 140 Exit Planning professionals in Denver, Colorado last week. Over three days at the Four Seasons Hotel Denver, attendees connected with peers, thought leaders, and gained insights from business, leadership, and marketing experts through a variety of sessions and networking events.

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