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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 three days in Scottsdale 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 2027, 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.
Featured Workshop Presenters
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Ron Baker
Ron Baker - Pricing Workshop Leader
Ronald J. Baker began his CPA career in 1984 with KPMG before shifting focus to how professional firms create and capture value. He is the co-founder of THRESHOLD and co-host of The Soul of Enterprise, exploring business, economics, and professional knowledge firms.
The author of eight best-selling books, including The Firm of the Future and Time’s Up!, Ron has influenced firms worldwide on value and pricing. A sought-after speaker, he has addressed over 450,000 professionals and was inducted into the CPA Practice Advisor Hall of Fame. He resides in Petaluma, California, contemplating The Transformation Economy over fine Sonoma County wine. -
Patricia Hendrix
Patricia Hendrix - Practice Advancement Workshop Leader
With over 28 years of experience at the helm of an accounting practice and specializing in QuickBooks and QB-Ecosystem products, Patricia leads a team of mentors at Woodard that provide practice and professional transformation to small business advisors to optimize their practice and improve their advisory skills through structured community learning, mentorship and accountability.
Patricia also leads an elite team of mentors in Woodard's Premium Program, a top tier mentoring program with highly structured leadership and executables designed to create significant wealth, balance and productivity for their clients in a direct mentor-to-leadership environment.
Patricia has been Certified and Advanced Certified in QuickBooks since Intuit's QuickBooks ProAdvisor program began, and was the first to receive the Master Certification from the National Advisor Network. As well as being rated a "TOP 100 Advisor" by Insightful Accountant for 4 consecutive years, she is the founder and CEO of Ten Key Business Solutions, Inc, a 10-year veteran of Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting empowerment of others. -
Randy Johnston
Randy Johnston - AI Workshop Leader
Randolph P. (Randy) Johnston, MCS, has been a leading, authentic, and genuine authority in technology for over 40 years. Inducted into the Accounting Hall of Fame in 2011, he has remained a Top 25 Thought Leader in Accounting from 2011 through 2024. His continued influence in the profession is highlighted by his recognition in the 2024 Accounting Today Top 100 Most Influential People in Accounting—his twenty-first consecutive year on that list.
In addition, Randy authors a monthly column and hosts a weekly podcast for The CPA Practice Advisor, contributes to the Journal of Accountancy, writes for various accounting and technology publications, and has published numerous books.
He has founded and still owns multiple ventures, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. (NMGI) in Hutchinson, Kansas. For four decades, NMGI has provided services to CPA firms and has been the largest managed service provider for the CPA profession in North America.
Ron Baker - Pricing Workshop Leader
Ronald J. Baker began his CPA career in 1984 with KPMG before shifting focus to how professional firms create and capture value. He is the co-founder of THRESHOLD and co-host of The Soul of Enterprise, exploring business, economics, and professional knowledge firms.
The author of eight best-selling books, including The Firm of the Future and Time’s Up!, Ron has influenced firms worldwide on value and pricing. A sought-after speaker, he has addressed over 450,000 professionals and was inducted into the CPA Practice Advisor Hall of Fame. He resides in Petaluma, California, contemplating The Transformation Economy over fine Sonoma County wine.
Patricia Hendrix - Practice Advancement Workshop Leader
With over 28 years of experience at the helm of an accounting practice and specializing in QuickBooks and QB-Ecosystem products, Patricia leads a team of mentors at Woodard that provide practice and professional transformation to small business advisors to optimize their practice and improve their advisory skills through structured community learning, mentorship and accountability.
Patricia also leads an elite team of mentors in Woodard's Premium Program, a top tier mentoring program with highly structured leadership and executables designed to create significant wealth, balance and productivity for their clients in a direct mentor-to-leadership environment.
Patricia has been Certified and Advanced Certified in QuickBooks since Intuit's QuickBooks ProAdvisor program began, and was the first to receive the Master Certification from the National Advisor Network. As well as being rated a "TOP 100 Advisor" by Insightful Accountant for 4 consecutive years, she is the founder and CEO of Ten Key Business Solutions, Inc, a 10-year veteran of Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting empowerment of others.
Randy Johnston - AI Workshop Leader
Randolph P. (Randy) Johnston, MCS, has been a leading, authentic, and genuine authority in technology for over 40 years. Inducted into the Accounting Hall of Fame in 2011, he has remained a Top 25 Thought Leader in Accounting from 2011 through 2024. His continued influence in the profession is highlighted by his recognition in the 2024 Accounting Today Top 100 Most Influential People in Accounting—his twenty-first consecutive year on that list.
In addition, Randy authors a monthly column and hosts a weekly podcast for The CPA Practice Advisor, contributes to the Journal of Accountancy, writes for various accounting and technology publications, and has published numerous books.
He has founded and still owns multiple ventures, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. (NMGI) in Hutchinson, Kansas. For four decades, NMGI has provided services to CPA firms and has been the largest managed service provider for the CPA profession in North America.
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
Break through barriers
Build a Support Network
Team-level collaboration and alignment
Leave with a Roadmap
Scottsdale, AZ
The Scottsdale Resort & Spa
Beyond the bustle of everyday life lies a place where the desert whispers tales of renewal and the skies paint their masterpieces. The Scottsdale Resort & Spa is more than an escape; it’s a portal to a world where relaxation and restoration reign supreme. This is where your next adventure begins.
Following a $40 million transformation in 2024, The Scottsdale Resort & Spa – a Curio Collection by Hilton – emerges as one of Scottsdale's most deluxe resort retreats.
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..