The 2023 BEI National Conference will be held this year on August 7 - 9, 2023 at the Four Seasons Hotel Denver in Denver, Colorado.
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:
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.
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:
To discuss the details of the agenda and to learn more, schedule a meeting with us at this link.
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:
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.
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.
Or, if you’d like to speak to a member of the BEI Team to discuss more details, email us at events@exitplanning.com.
The 2022 BEI National Exit Planning Conference welcomed 145 Exit Planning professionals to Denver, CO last week. During the three-day conference at the Four Seasons Hotel Denver, attendees engaged with peers and thought leaders, learning from experts in business and financial planning, leadership, and marketing through sessions, workshops, and networking opportunities.
Attendees came from around the globe, representing the financial and business advisory, accounting, banking, consulting, mergers & acquisitions, and legal spaces. With over 30 sessions by 36 speakers and in the spirit of the conference theme, Growth Through Engagement, attendees left inspired to take their Exit Planning work to the next level.
The BEI National Conference would not have been a success without the incredible support of our 13 industry partners. Each sponsor offers tools and services that enhance an advisor’s Exit Planning services. The exhibit hall was filled both days of the main event for attendees to connect and discover new elements to implement in their work.
We encourage you to check out their sites linked below to see how their offerings can help in the Exit Planning work you do with your clients.
A special thanks again to the following sponsors:
After a kickoff session by Mark Thomas (Capstone Wealth) on the Exit Planning Discovery meeting, a variety of sessions were offered for attendees to enjoy. Some of mention include:
Momentum from day one carried into Wednesday, where another impressive lineup of speakers gave impactful presentations, including:
Interactive Workshops Those attendees who opted into the optional workshops on Monday had two paths:
The first half of this client-engagement workshop entailed creating an effective “brand script” led by StoryBrand experts, Keith Lauver and Susi Milligan. The session focused on finding a new way to pique prospect interest and effectively tell your brand’s story. The afternoon session, led by Sean Flaherty, guided attendees through the measurable Momentum Framework, centered on building a culture of Trust, Loyalty, and Ambassadorship.
The second workshop option was provided for those attendees with the Certified Exit Planner (CExP) designation. Led by BEI Founder, John Brown, attendees were placed in groups of their peers, tasked with creating their own Exit Planning recommendations after receiving case study details to work through collectively.
Relationship Building, Networking & More! Between the exhibitor hall, lunch hours, and evening receptions, the opportunities to network were ample. Many attendees note that the biggest benefit of attending the BEI Exit Planning Conference is the collaborative atmosphere and the ability to connect with peers. After all, sharing stories, swapping ideas, and discovering new systems and processes to implement in their practices is the main purpose of the conference.
Whether you were in attendance or couldn’t make it this year, we invite you to join us next year. Get ahead of the game and register early at the following link:
2023 BEI National Conference: Dates and location pending!
We also welcome and encourage feedback so we can make next year our best event yet. To give us your suggestions, visit the following link: www.exitplaning.com/welcome-bei-online-suggestion-box
Another 2022 BEI National Conference presenter and owner of The Alternative Board Pittsburgh, Sigi Loya, will be hosting a BEI webinar coming soon. Register at the link below and join us September 14 at 12:00pm ET.
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