Thrivent: 2026 CEPA Advancement Program 2025 Summit Introduction: Kick off the Summit

Introduction: Kick off the Summit with a 20-minute presentation to introduce yourself to attendees

FisherBroyles

and confidence to help you teach owners how to harness their cognitive and emotional strengths

one option that is often not considered is selling to their employees through an employee stock ownership plan (ESOP)

We will also review the EPI Central Ohio Chapter’s 2023 agenda

Thrivent: 2026 CEPA Advancement Program 2025 Summit Introduction: Kick off the SummitThis multifaceted educational experience is delivered in two phases and includes virtual self paced learning, and a series of live virtual workshops focused on real world application and accountability. Each component is led by experienced professionals and thought leaders in exit planning and business owner engagement. Advisors who completed the 2025 CEPA Advancement Program will be invited to participate in the Phase 2: Application & Accountability