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About The Event

This four-day event is the cornerstone of Woodard's Professional & Practice Advancement Program and provides Woodard members with an unparalleled opportunity to collaborate, learn and grow. Woodard Summit brings together our team of practice coaches, thought leadership, and subject matter experts with a workshop-style focus on creating (or expanding) your strategic plan for your bookkeeping/CAS practice.

Attend Woodard Summit to experience...

Strategic Planning Participate in collaborative workshops, personal introspective time, and hands-on exercises designed to help you develop a comprehensive practice plan that will serve as the foundation for your bookkeeping, advisory, and/or coaching practice. 
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Relationship Building Build lasting connections with other like-minded professionals who are passionate about their businesses and dedicated to improving themselves, their teams, and their practices. 
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Exchange ideas, strategize with your peers, and share your successes and challenges. You will have access to the guidance and expertise of the Woodard Coaching Team, and our team of subject matter experts who will be on hand to support you every step of the way. 

A Recharge

Whether you're a seasoned professional or just starting out, Woodard Summit is the perfect opportunity to take your practice to the next level. You'll leave feeling inspired, empowered, and equipped with the tools, strategies, and connections you need to achieve your goals.  

Receive Guidance from Subject Matter Experts On-Site

Leverage the guidance of on-site subject matter experts as you craft a strategic plan for your practice. These pivotal relationships will empower you to make informed decisions around your ideal service offerings, streamline your processes and technology, and generate greater wealth for your clients. Don't miss this opportunity to gain valuable insights in areas such as payroll, human resources, inventory management, forecasting, budgeting, and much more.

Clarify and Perfect Your Ideal Services
 Our on-site experts will help work with you to determine which services are most impactful for your clients while prioritizing those services that fit the high-level strategy, pricing goals, and vision of your practice.
Make Informed Decisions
Gain relevant and insightful information from our experts as you create a strategic practice plan, which will lead to smarter business decisions, risk mitigation, and the ability to maximize opportunities.
Generate Wealth for Your Clients
Leverage the insights and guidance of our coaches and subject matter experts to incorporate business coaching services into your practice plan and to be intentional in 2024 with the development of coaching skills.

Woodard Summit is a Members-only event!

Join today to enjoy not just this powerful summit, but also online group coaching sessions, virtual workshops, roundtable discussions, and more!