GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Ann Kaplan
As a CPA and Certified Exit Planning Advisor (CEPA), Ann Kaplan is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
I enjoy working with individuals and...
ABOUT ANN
As a CPA and Certified Exit Planning Advisor (CEPA), Ann Kaplan is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
I enjoy working with individuals and business owners, providing solutions that add value and help drive their continued success. My specialty areas include tax strategies and planning, financial reporting, succession and exit planning, systems and process optimization, and transaction consulting for individuals and closely-held businesses.
Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.