ABOUT woodard Summit

Date: Oct 26-29, 2022

Location: Loews Ventana Resort, Tucson AZ

Most accountants and bookkeepers find themselves working long hours, sacrificing family and personal time to meet client demands, and struggling to price their services effectively. Through Woodard Summit you address these and other practice challenges head-on through forward-looking practice planning, support from practice management experts and subject matter experts, and peer interaction with some of the most intentional accounting and bookkeeping practices in the country. 

Woodard Summit is an elite gathering of accountants and bookkeepers who meet each year to conduct strategic planning for their practices. First-time attendees will often design a strategic plan from scratch during the summit. Returning attendees use the summit to analyze the success of their existing strategic plans and to enhance and expand their plans. All attendees receive support from coaches and peers during the four-day planning process. By attending Woodard Summit you will:

  • Design and/or expand a multi-year strategic plan for your practice 
  • Interact throughout the four-day experience with Joe Woodard and his team of practice coaches as they support you around the design and expansion of your strategic plan 
  • Collaborate with some of the nation’s most forward-thinking and intentional accountants and bookkeepers 
  • Step back from the hectic, daily grid of running your practice, receive fresh perspective, and re-energize yourself as a practice leader 



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.