What is woodard Summit?

Woodard Summit is an elite gathering of small business advisors, dedicated to the advancement of their firms through pre-planning, goal setting and community accountability.

Your experience at the Summit includes: 

  • A small-group, highly interactive experience comprised of top-tier small business advisors
  • A workshop environment during which you will:
    • Apply the concepts of "The Hero's Journey" to your own journey to identify areas for growth
    • Develop new billable services and
    • Design specific, actionable plans in a 3-5 year strategic plan for your practice
  • A unique opportunity to engage in a small group environment with Joe Woodard, Founder and Leader of WoodardTM, and host of Scaling New Heights, and Patricia Hendrix, Director of Woodard Institute.
  • A powerful way to build meaningful, profitable, professional relationships with other leading small business advisors, enhancing:
    • Your firm over the following months… and years!


Theme of this Year's Summit

"The Hero's Journey" 

Against an infinite horizon in a field of unlimited possibilities the unsung hero...

How will you craft your story at the Woodard Summit?

  • The summit will be held in the Fort Worth Convention Center on Friday evening and all day Saturday.
  • Friday night kicks off with a delicious dinner and presentation around Joseph Campbell's "Hero's Journey" applied in true "Woodard Style" to the accounting and bookkeeping community. Arrive at 5:00 pm for check-in and the fun starts at 5:30.
  • The experience continues Saturday with an intensive Practice and Professional Development Workshop. By identifying key areas on your own hero's journey, you'll develop a 3-5 year roadmap including specific actionable steps for personal and professional growth and a clear direction for your practice. Among other things you will hone in on your "Call to Adventure", learn to navigate your "Road of Trials", be the "Master of Two Worlds" and discover your "Freedom to Live."
  • Plan to join us Saturday evening for the Woodard Institute Social - included in your Woodard Summit enrollment. 
  • If you intend to earn CPE, plan to attend both days and submit completed worksheets in your Woodard Summit Classroom.


Enrollment Coming Soon!

Stay tuned and we will post more information about the location and dates for this year's Woodard Summit.

Summit Agenda

Friday, October 22

Check-In: 5 PM 

Presentation and Dinner: 5:30 - 8:30 PM 


Saturday, October 23

All-Day Workshop: 8:00 AM - 5:00 PM 

The Annual Woodard Institute Dinner: 6:00 PM - 8:00 PM


Note: Breakfast, lunch, and afternoon snacks are provided on Saturday.