BEI NATIONAL CONFERENCE

August 15 - 17, 2022

Growth Through Engagement

The world of Exit Planning can change quickly. From new tools coming on the market, to new strategies to implement with your clients, you want to have the best information to make strategic decisions for your practice. 

The best place to do that is the BEI National Conference on August 15-17, 2022, in Denver, Colorado. 

If you are an advisor to business owners, we want you to join us to engage with peers, industry experts, and partners to get the best content available for growing your practice and helping your clients reach their goals. 

Past Conference Sessions include:

• Incentive Planning Strategies
• Unique Aspects of Working with High-Net-Worth Clients
• Family Business Communication
• Business Models for the “New Normal” 
• Leadership Development for Junior Advisors
• And so much more! 

Early Bird pricing will end on April 30, 2022, so register today to lock in the best rates available.

Need more information? Reach out to us!

BEI Events
events@exitplanning.com
888-206-3009

Business Enterprise Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID: 109178). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org or at 150 Fourth Avenue, Suite 700, Nashville, TN, 37219-2417.

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.

2022 National Conference Sponsorship Opportunities 

Interested in sponsoring the 2022 BEI National Conference? Sponsorship offers companies like yours an opportunity to showcase their products and services, connect with new advisors, and develop lasting business connections. We’d love to help you connect with the advisors we expect to be in attendance this year as we come back together for in-person events. Complete the form below to have a representative help you tailor your own brand presence. Click here to download the Sponsorship Guide. 

Thank you to our 2022 National Conference Sponsors!

Alliance Sponsors