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About Woodard Summit

November 5-8, 2025 - Charlotte NC

Woodard Summit is a three-day, workshop-style, intensive practice development experience through which you collaborate with your peers, generate intentionality for your practice, and engage with coaches, thought leaders and subject matter experts.

Woodard Summit is focused on practice advancement and strategic planning. These four days in Charlotte, NC offer you the opportunity to escape from your daily demands and embark on a journey of authenticity, intentionality, vulnerability, and connection. By the end of Summit, you will have defined solid objectives for 2026, created a workback plan with milestones and timelines, and defined clear actions for you and your team (if you have one) to activate on. Where opportunities, strengths and aspirations meet, you’ll identify and map out your most attainable goals & objectives.

Outcomes We Drive at Woodard Summit

Attend Woodard Summit to...

Discover your practice strengths and time-bound opportunities, and specific ways you can deploy your strengths to capitalize on those opportunities.
Set specific results you want to drive in your practice during 2026, the timeline and prioritization for driving those results, and the positive economic impacts of those results on your practice.
Identify weaknesses in your practice so you can mitigate those weaknesses over the weeks and months following the Summit
Work alongside your peers to navigate the significant changes impacting your practice and the profession (e.g., the rapid development of AI, economic changes, regulatory changes, etc.)
Explore seven key areas of practice excellence and identify the gaps in your practice.
Define S.M.A.R.T goals for 2026 that bring high value or mitigate significant risk for your practice.
Reset thought patterns that may be holding you back from your goals.

Why Woodard Summit is a Must-Attend Event

Woodard Summit isn’t just another event; it’s a critical step to turn learning into action and set your practice up for success. Don’t miss this opportunity to optimize your practice, build a community of support, and create a plan that propels your business forward.

Scaling New Heights energizes you with knowledge and ideas; Summit helps you focus, refine, and turn these into a plan for the year ahead. They are a powerful one-two punch when used together.

Reflect, Recharge, and Realign

Woodard Summit provides the pause you need to reflect on the past, assess the present, and map clear steps for the future. Take some time away from your practice and life to think creatively and strategically.

Break through barriers When you lean into Woodard Summit you overcome the risk of standing still, or worse yet, repeating the same efforts for the same results for another year. Use this opportunity to reset, gain clarity, and move forward with purpose.

Build a Support Network

Collaborate with peers who share your drive for growth. Exchange ideas, tackle challenges, and find strength in community.

Team-level collaboration and alignment

Woodard Summit is a great time for high level team synergy. Bring your teammates who are also Woodard members to set goals, create strategies and maximize alignment.

Leave with a Roadmap Create a focused, actionable plan to bridge the gap between where you are and where you want to be.

Identify and Drive High-Impact Outcomes in Your Practice

During Woodard Summit you will identify and prioritize the significant developments that need to take place in your practice over the coming year, pressure test your priorities, and design an actionable strategy to affect change. Some examples of outcomes you can drive in your practice by attending Woodard Summit include...

A Niche Strategy that Draws Your Target Market
A Pricing Correction that Increases Your Revenues
The Expansion of Service Offerings to Upsell Existing Clients
The Optimization of Your Client Base to Increase Profitability
The Maximization of Technology to Increase Efficiencies and Effectiveness
A Standardized Process to Streamline Productions and Practice Administration
A Coherent, Story-Driven Brand to Differentiate Your Practice to the Market

Defined Boundaries within Client Engagements to Protect Scope
A Compelling Practice Culture that Empowers, Draws, and Retains Team Members
Increased Practice Valuation and "Curb Appeal" to Prepare for Exit/Succession
An Effective Marketing Program that Drives Significant Practice Growth
De-Pressurization of Yourself (and Your Team) to Engineer Sustainable Workloads and Foster Work/Life Synergy

Get Summit-Ready with Our Exclusive Preparation Course

Arrive at The Woodard Summit with clarity, confidence, and a head start on your 12-month practice plan. Our 4-week, members-only course is designed to equip you with the strategic insights you need to make the most of your Summit experience.

Over four interactive, two-hour sessions, you’ll work alongside peers and a Woodard coach to:

Analyze Your Practice: Conduct a comprehensive SWOT and SOAR analysis to understand where you are and where you can go.
Reflect on Your Progress: Look back at your recent goals, identify obstacles, and learn from your experiences.
Set Clear, Measurable Objectives: Define the goals that will drive your practice forward over the next 12 months.
Integrate & Plan" Combine your insights into a pre-Summit framework so you can hit the ground running..

Woodard Summit is a Members-only event!

Join today to enjoy not just this powerful Summit, but also unlimited virtual courses, group coaching, workshops, roundtables and more!

Join Woodard Membership