GROWTH ADVISOR SUMMIT

NOVEMBER 7-8-9, 2022

 

SPECIALIST CERTIFICATION WORKSHOP

MASTER CLASSES

&

GROWTH COMMUNITY CONFERENCE

 

 

 

build a thriving ADVISORY business

HARNESS THE POWER OF THE LEADING COMMUNITY OF EXPERTS ON GROWING PROFITS AND VALUE

Two Tracks:

Track 1: Become a Certified Growth Specialist (Nov 7 & 8)

Track 2: Expand your Knowledge with Master Classes (Nov 8)

Both Tracks can also join the Growth Community Conference (Nov 9)

DAY 1

 

 

8:00 - 4:30

Specialist

Certification Workshop

Limit 20 - Lunch Provided

 

 

 

DAY 2

   

8:00 - 4:30

Specialist

Certification Workshop & Graduation

Lunch Provided

 

8:00 - 11:00

Master Class

The CoreValue Advisor Software 'Discover' Initial Analysis, Intensive

Using this powerful business analysis tool for winning engagements and delivering paid services

Lunch Provided

 

 

 

1:00 - 4:00

Master Class

Financial Modeling for Business Advisors

Specific tools and techniques for building and delivering Financial Modeling. Class designed for Business Advisors - and CPAs will learn the Business Advisor's financial perspective

NETWORKING COCKTAIL PARTY 5-7 PM

DAY 3

   

8:00 - 2:00

Growth Drive Community Summit

HARNESSING THE POWER OF THE REVOLUTIONARY PLAYBOOK FOR BUILDING A THRIVING ADVISORY BUSINESS

Lunch Provided

Open to all: Management Consultants, CPAs, Financial Advisors, M&A Pros and Fractional CFOs
Increase your Firm's Size and Relevance
Experts Share Techniques for Driving Client Company Growth
Location: Vendue Hotel in Historic Charleston SC

 

Register for Individual Events; Combine Events and Save:

Includes course materials, continental breakfast, lunch, and all day refreshments
NOTE: Hotel Block Cut-Off is OCTOBER 10 2022. Rooms are limited. 
 

CERTIFICATION WORKSHOP

Register: 2 DAYs - Certification Workshop: $1,999 [save $300: current CoreValue customers use code 'CORE' at checkout] 
Register: Combo Certification Workshop plus Conference [save $300]

 

MASTER CLASSES & SUMMIT

2 HALF-DAYs - Master Classes: $399/ea, plus the Growth Consulting Summit
Register: Combo Master Classes & Summit 
 

 At the November 2022 Growth Community Summit you will learn about:
  • Harnessing the power of the revolutionary playbook for building a thriving advisory business
  • Your fellow professionals present client cases, advisory techniques, and more
  • Using the Mastermind Peer Group methodology we will work through Business Development and a Client Engagement cases
    ...and more!
INCLUDED:
  • Breakfast and Lunch each day, all day refreshment station 
  • November 8 Networking Cocktail Party, 5-7 pm at the Vendue Rooftop Bar

 

Rooms: Vendue Hotel, Charleston SC

Room block code: "2211Growth", rooms only $259/night

Limited availability, so book now to secure your discount:

--Reserve online, group rate automatically applied

--Or call: 888-528-0725, reference 'Growth Drive'

Boutique Hotel in the Heart of Historic Charleston

19 Vendue Range, Charleston, SC 29401

 843-577-7970

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