Driving Growth With the Power of a Professional Practice Development Community

Click: JUMP TO THE AGENDA


Interested in Being a Sponsor? email sales@corevalueforadvisors.com


 

AGENDA

 

Wednesday 8:00 ET
Welcome to the Growth Community Summit

George Sandmann, CEO

  • New format: hybrid workshop/presentations
  • Twice Annual, alternating CoreValue Users' Conference and Growth Consulting Summit
  • Colocated with Growth Drive Specialist certification workshop and Master Classes
Introducing the Growth Drive Community

George Sandmann, CEO

  • The leading community of experts on growing profits and value
  • Participate in peer-to-peer support, crowd source your engagement and practice dev questions
  • Live events
  • CoreValue Advisor Software spaces - how are fellow senior pros using CoreValue?
  • Inner Circle

M&A Update: The Year Ahead

Michael Poole, CEO of PCE Companies

  • Insights from this veteran Investment Banker focusing on middle market businesses
  • The M&A market has been white hot... What does 2022 looks like?
  • How can you prepare your clients for a changing market?
  • What's important from a Senior Investment Banker's perspective?
Mastermind Peer Groups

Barry Goodman for Growth Drive LLC and Tina Corner Stolz of LX Council

  • Why are Mastermind Peer Groups so effective at helping members grow and thrive?
  • What if you could join a dream team, a group of fellow senior pros like a board of advisors?
  • Group solve challenges, opportunities problems and ideas for your engagements and practice dev
  • The Growth Drive community is hosting Mastermind Peer Groups 
Senior Advisor Peer Group: Roundtable Mock Group Meeting

Barry Goodman for Growth Drive LLC and Tina Corner Stolz of LX Council

  • Experience for yourself the power of having your own Senior Professional Peer Group with whom you can discuss the challenges, opportunities, problems and ideas that arise from client engagements and building a thriving practice
  • Hear insights from top business advisors solving challenges similar to yours
  • Discuss discreet business issues with peers
  • Receive real feedback and discover your blind spots
  • Share experiences 
  • Achieve greater clarity and focus

Workshop: Community Insights for Future Products and Services

Moderated by George Sandmann

  • Community is about you
  • Share your thoughts and ideas
  • Contributing to growth, vetting potential new products and services
  • Designing future conferences, summits and web events
  • Results will be published and distributed to entire community - you're helping shape the future

 

Networking Cocktail Party

Sponsored by PCE Companies

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Wednesday Evening

Rooftop networking event: unwind, meet and reconnect with colleagues, and enjoy the rooftop views. 5:30-6:30

Dinner on own 

Thursday 8:00 ET
Workshop: Overcoming Client Inertia

Larry Prince, Prince Leadership and Marie Benedetto, Innovative Business Solutions

  • Understanding WHY Client Work Stalls
  • The End in Mind First – execution from the start of the engagement
  • Value proposition for commitment to full execution.
  • Holding Clients Accountable – building better client habits
  • Problem solving as a Growth Community

Marketing Workshop - Building your Marketing Plan

Christine Hollinden, Hollinden Smith Inbound + Strategists

  • After completing this workshop you will have a usable action plan to build and scale your marketing and biz dev programs
  • You'll also create a robust inbound lead generation effort
  • Increase your relevance, differentiate your firm
  • Learn from a Marketing Guru specializing in professional services firms like yours
Family Businesses & Transition

Barry Goodman, Birkdale Transition Partners

  • So, Your Client Wants To Grow and BeReady to Transition –
    Can Family Stand in the Way?
  • Discussion of the problems, pitfalls and opportunities in family business engagements
  • Where are the land mines
  • How can we help the CEO Business Owners navigate succession?
Awards

Time to have some fun, recognizing:

  • Some serious and some fun awards
  • Summit participants
  • Shout out to individual community leaders on the CoreValue Advisor Software and Growth Drive Community sides

12:00 Summit Wrap up and closing thoughts, future events


Yes! Count me in

Register only $495 

Regular: $795
Use code EARLY at checkout and save $300 - limited time

Payments processed through Growth Drive LLC