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
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8:00 - 4:30SpecialistCertification WorkshopLimit 20 - Lunch Provided |
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DAY 2 |
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8:00 - 4:30SpecialistCertification Workshop & GraduationLunch Provided |
8:00 - 11:00Master ClassThe CoreValue Advisor Software 'Discover' Initial Analysis, IntensiveUsing this powerful business analysis tool for winning engagements and delivering paid services Lunch Provided |
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1:00 - 4:00Master ClassFinancial Modeling for Business AdvisorsSpecific tools and techniques for building and delivering Financial Modeling. Class designed for Business Advisors - and CPAs will learn the Business Advisor's financial perspective |
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NETWORKING COCKTAIL PARTY 5-7 PM |
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DAY 3 |
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8:00 - 2:00Growth Drive Community SummitHARNESSING THE POWER OF THE REVOLUTIONARY PLAYBOOK FOR BUILDING A THRIVING ADVISORY BUSINESSLunch ProvidedOpen to all: Management Consultants, CPAs, Financial Advisors, M&A Pros and Fractional CFOs
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Register for Individual Events; Combine Events and Save:
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!
- 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
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