Skip to form
Event Registration Form
Register now for the upcoming chapter meeting by submitting the information below.
Attendee Information:
Have you purchased an annual chapter membership pass for 2024?
*
Please Note: Holding the CEPA credential does NOT automatically qualify you for an annual chapter membership pass, as this must be purchased separately.
Yes
No
First name
*
Last name
*
Advisor Type
*
Please Select
Financial Advisor
Wealth Manager
CPA / Accountant
Business Consultant
Attorney
Exit Planner / Value Advisor
Insurance Professional
M&A Advisor
Business Broker
Business Coach
Commercial Banker / Lender
CFO
Investment Banker
Private Equity
Valuations
Family Business Advisor
ESOP
Other
Business Owner
Company name
*
City
*
State/Region
*
Email
*
Referred to Chapter by
CONTINUE