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

 

 

May 2, 8:00 - 4:30 - Day 1

Specialist

Certification Workshop

Limit 20 - Lunch Provided

 

 

 

DAY 2

   

May 3, 8:00 - 4:30 - Day 2

Specialist

Certification Workshop & Graduation

Lunch Provided

 

May 3, 8:00 - 12:00

Master Class

Maximize your skill at using the CoreValue Deep-Dive Analysis & Executable Growth Plan, Intensive

Lunch Provided

 

 

 

May 3, 1:00 - 4:30

Master Class

Master Facilitating Skills for Leading Engagements and Maintaining Client Accountability, Intensive

NETWORKING COCKTAIL PARTY 5-7 PM

DAY 3

   

May 4, 8:00 - 2:00

Growth Drive Community Summit

HARNESSING THE POWER OF THE LEADING COMMUNITY OF EXPERTS ON GROWING PROFITS & VALUE

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:

Begins May 2, 2022
Includes course materials, continental breakfast, lunch, and all day refreshments
 

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!
PLUS:
  • 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

 843-577-7970

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