GROWTH ADVISOR SUMMIT
CONFERENCE
SPECIALIST CERTIFICATION WORKSHOP
MASTER CLASSES
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 (May 2-3)
Track 2: Expand your Knowledge with Master Classes (May 3)
Both Tracks can also join the Growth Community Summit (May 4)
DAY 1
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May 2, 8:00 - 4:30 - Day 1SpecialistCertification WorkshopLimit 20 - Lunch Provided |
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DAY 2 |
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May 3, 8:00 - 4:30 - Day 2SpecialistCertification Workshop & GraduationLunch Provided |
May 3, 8:00 - 12:00Master ClassMaximize your skill at using the CoreValue Deep-Dive Analysis & Executable Growth Plan, IntensiveLunch Provided |
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May 3, 1:00 - 4:30Master ClassMaster Facilitating Skills for Leading Engagements and Maintaining Client Accountability, Intensive |
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NETWORKING COCKTAIL PARTY 5-7 PM |
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DAY 3 |
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May 4, 8:00 - 2:00Growth Drive Community SummitHARNESSING THE POWER OF THE LEADING COMMUNITY OF EXPERTS ON GROWING PROFITS & VALUELunch 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 DAY Certification Workshop: $1,999 [save $300: current CoreValue customers use code 'CORE' at checkout]
Register: Combo Certification Workshop plus Summit, saving $300
MASTER CLASSES:
Register: 2 HALF-DAY Master Classes: $399/ea
Register: Combo Master Classes plus Summit, saving $200
GROWTH COMMUNITY SUMMIT:
Register: Growth Community Summit $499 [save $50 use code 'EARLY' at checkout]
Reviews from the November 2021 conference:
Excellent conference and speakers! I've learned several tips and techniques I can apply to my practice immediately for helping my clients grow their businesses.' - Jack H, CPA CFP PFS
This Conference was a real level above! I expected to learn a couple things, but this Conference really delivered - I don’t think it could've been any better, "10 of 10". - Steve D, CM&AP, CBSP, BEC
At the May 2022 Growth Community Summit you will learn about:- Harnessing the power of the leading community of experts on growing profits and value (the community is free to join)
- Subject-Specific Study Groups
- Mastermind Peer Groups for Business Advisors - take part in a live meeting
- Case Study Presentations by your Peers
- Workshop a client engagement issue, learn now perspectives and skills
- and more!
- Breakfast and Lunch each day, all day refreshment station
- May 3 Networking Cocktail Party, 5-7 pm
Rooms: Vendue Hotel, Charleston SC
Room block code: GROWTH DRIVE, rooms only $269/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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