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Orlando June 16 - 19, 2024

Pre-Conference Training

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Tuesday, June 11 | 1:00 PM Eastern

Unlocking Growth: Strategizing Retirement Benefits for Accounting Firms and Clients

Who is Eligible to Attend: Accounting and bookkeeping professionals who are registered for Scaling New Heights 2024

How to Attend:

Option 1: Check the email that we sent to all conference registrants for links to register and join this meeting.

Option 2: Contact us at info@woodard.com for a registration link.

Delve into the evolving landscape of retirement planning, covering topics such as the importance of offering retirement benefits, recent legislative changes like the SECURE Act 2.0, and navigating state mandates. Learn how to integrate 401(k) effective plans into your firm's strategy, identify key considerations when selecting a 401(k) provider, address common challenges clients and firms face, and gain valuable talking points for client conversations. 

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Wednesday, June 12 | 1:00 PM Eastern

Take the Leap: Outsourcing Success for Accounting Firm Growth

Who is Eligible to Attend: Accounting and bookkeeping professionals who are registered for Scaling New Heights 2024

How to Attend:

Option 1: Check the email that we sent to all conference registrants for links to register and join this meeting.

Option 2: Contact us at info@woodard.com for a registration link.

Join us for an informative session with an outsourced accounting expert as we embark on a journey to uncover the fundamental success strategies of outsourcing in the accounting industry. From demystifying the selection process to understanding the transformative impact on operational capacity, this session will equip you with the knowledge and confidence to take your first plunge toward leveraging outsourced accounting services.

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Friday, May 31 | 11:00 AM Eastern

Maximizing Your Scaling New Heights Experience

Who is Eligible to Attend: Accounting and bookkeeping professionals who are registered for Scaling New Heights 2024

Scaling New Heights is approaching fast. Join Joe Woodard, Conference Host, as he provides helpful tips to prepare you to make the most out of your conference experience.

During the meeting, Joe will discuss your conference strategy, the conference app, the exhibit hall, socials, special events, and more.

Explore Membership

Woodard Membership grants you access to the full catalog of webinars