CHICAGO, May 18, 2010 — Nineteen professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute (EPI), joining more than 125 other certified exit planning professionals worldwide.
The spring 2010 class of CEPAs successfully completed the CEPA examination administered on May 7, 2010. The new class of Certified Exit Planning Advisors includes:
Ray Carter, CEPA – Sunbelt Midwest – Minneapolis, MN
Chris Cooper, CEPA – Business Succession Planning Program – Kent State University – Kent, OH
Douglas Dickey, CEPA – DRDA, PLLC – Houston, TX
Katya Fuchedzhieva, CEPA – Realization Services, Inc. – Bedford Hills, NY
Danielle Goddard, CEPA – Mor-Liquidity – Kanata, ON
Kellie Howe, CEPA – Mor-Liquidity – Kanata, ON
Odee Ingersoll, CEPA – Nebraska Business Development Center – University of Nebraska at Kearney – Kearney, NE
Robert LaBrecque, CEPA – Manufacturer's Life – Ottawa, ON
Steve MacDonald, CEPA – Steve MacDonald & Associates – Ottawa, ON
Gerry McCracken, CEPA – Dialectic Business Solutions – Red Deer, AB
Roy Messing, CEPA – Business Succession Planning Program – Kent State University – Kent, OH
John Morgan, CEPA – Skyline Solutions – Chicago, IL
Geoffrey Morphy, CEPA – Klein Farber Corporate Finance – Toronto, ON
Ed Morris, CEPA – Merrill Lynch – Barrington, IL
Mark Nilsen, CEPA – BBK – Southfield, MI
Alexander Rotolo, CEPA – Realization Services, Inc. – Bedford Hills, NY
Andrew Thomas, CEPA – May, Cocagne & King PC – Decatur, IL
Chad Witter, CEPA – Witter Consulting Group, Inc. – Bettendorf, IA
Douglas Wurmnest, CEPA – B2B CFO – Newburgh, IN
To earn the CEPA credential, candidates must satisfy professional experience and education requirements, attend a rigorous five-day executive-MBA-style educational program, complete 100 hours of self study, and pass a four-hour written examination. Once earned, the certification must be renewed every three years through additional studies and leadership activities.
"Congratulations to the newest class of CEPAs who have demonstrated mastery of the competencies essential for professional exit planning advisors," said Richard Jackim, JD, MBA, CEPA, President of the Exit Planning Institute. "The CEPA certification not only sets the standard of knowledge for exit planning professionals to achieve, but also defines the profession of exit planning itself."
The next CEPA program will be offered November 1 – 5, 2010. The application deadline for this course and exam is October 1. For more details about the CEPA course and exam visit the EPI Web site at http://www.exit-planning-institute.org.
About the Exit Planning Institute(R)
The Exit Planning Institute(R) (EPI) is a professional membership organization of more than 125 certified business advisors involved in the creation of exit and transition plans for the owners of privately held businesses. Its members work with business owners across the United States and in 4 countries around the world. The Exit Planning Institute(R) is the premier provider of learning, knowledge, and future-oriented research for exit planning professionals. The Institute delivers innovative learning experiences, performance-enhancing resources, and strategic tools designed to advance the exit planning profession. For more information about EPI, please visit http://www.exit-planning-institute.org.
Media Contact:
Dennis Gano, CAE, Executive Director at 847-458-2124 or Email
# # #