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About Woodard Summit

November 13-16, 2024 | Dallas TX

This four-day event is a key value component of Woodard's Membership Program and provides you with an unparalleled opportunity to collaborate, learn and grow. Woodard Summit brings together practice coaches, thought leaders, and subject matter experts who engage you through a workshop-style format, so you can focus on creating (or expanding) a comprehensive practice plan. For practice owners who are within 4 years of retirement, Woodard Summit also offers a brand-new track focused on developing your exit plan!

Choose the Outcome You Want to Drive through Woodard Summit

Customize your experience by selecting one of two workshops, each focused on specific areas of practice strategy and practice advancement.

Develop Your Annual Practice Plan Through this workshop you will develop a customized and comprehensive practice plan focused on client profiles, human resource strategies, process enhancements, technology deployment, and best practices for structuring client engagements.  
Develop Your Exit Plan Through this interactive, small group Woodard Summit experience, you will develop an exit plan for your practice that is designed around your exit timetable and your valuation goals, with an exploration around different ways to sell your practice, and which option best suits your needs, the needs of your team members (i.e., employees), and the needs of your clients.

During Woodard Summit You will...

Develop or Evolve Your Strategic Plan Participate in collaborative workshops, personal introspection, and hands-on exercises designed for you to develop a comprehensive practice plan or pricing strategy for your bookkeeping (CAS), accounting, and/or advisory practice. 
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Build Relationships 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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Collaborate with Your Peers

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 a team of subject matter experts who will be on hand to support you every step of the way. 


Whether you're a long-term Woodard member or just starting your membership, Woodard Summit is the perfect opportunity to achieve and maintain traction in your practice. You'll leave feeling inspired, empowered, and equipped with the tools, strategies, and connections you need to achieve your goals.

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Learn More About Woodard Summit

Eager to learn more about the Woodard Summit? Watch as Patricia Hendrix, Executive Vice President of Communities, brings the vision of community, collaboration, and coaching to life through this unique on-site event.  Accountants, Bookkeepers, and CPAs join us year after year to work on the essential pillars of their practice in an environment that facilitates success. 

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!