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Woodard Summit is ...

... a workshop for growth committed business advisors in which you will "get a taste" of several different flavors of advisory work.

In this interactive setting, you'll have direct access to Woodard Instructors along with our internationally renowned guest speaker. You will clarify your professional vision, explore available growth paths, create a Strategic Professional Development Plan for you and your team and receive exclusive training found in no other Woodard event.

Build RElationships

Develop Advisory Skills

Set Intentional Goals

FRIDAY

PROGRESSIVE 7-COURSE DINNER

FRIDAY 11/6/20 5:30 PM - 8:30 PM - TASTE OF WOODARD INSTITUTE

The weekend kicks off with a progressive journey through a 7 course meal and 7 key courses offered by Woodard Institute. These courses are designed to equip you with the knowledge and tools you need to be an exceptional Transformative Advisory. This will be a dinner unlike any you've experienced at any training event in your career. As you move from "living room to living room" you indulge in a culinary delight while engaging in an intimate conversation with a course instructor and other colleagues. In this way you get a "taste" of each course and begin to outline a road map for an educational journey that aligns with your vision.

SATURDAY

INTENSIVE PRACTICE AND PROFESSIONAL DEVELOPMENT

SATURDAY 11/7/20 8:00 AM - 5:00 PM - WORKSHOP

On Saturday morning, Joe Woodard keeps us strategically aligned as he shares his vision of a transformed accountant and transformed client. Then get ready for a special treat as we have flown in direct from the UK, the internationally renowned key performance indicator expert, Bernie Smith, CEO of Made to Measure KPIs. Bernie will NOT be telling us WHY or HOW we should measure performance, but using his unique methodology, he will teach us how to IDENTIFY the most impactful and measurable KPIs for ourselves and our clients. Bernie simplifies what can be a daunting task, but adds extreme value to our client engagements when done properly.

SUNDAY

SUMMARIZE YOUR LEARNINGS INTO A COMPREHENSIVE PROFESSIONAL DEVELOPMENT PLAN

SUNDAY 11/8/20 8:00 AM - 10 AM - WORKING BREAKFAST

Sunday morning we'll wrap up the Summit by gathering together over breakfast and aligning your strategic vision with your professional development. You will formalize your very own 1-2 year education plan. Then, if you choose our coaching program, over the following 12 months we will come by your side to motivate and support you and give you the structure you need to reach your ambitious goals. You'll leave this event both empowered and motivated to fulfill your plan with full intentionality, clear vision, strong purpose and accountability.

THE UNIQUE VALUE PROPOSITION

Through an interactive, small group setting, Woodard Summit provides you with the guidance, the knowledge and the tools to create a highly intentional path towards your goals.

Over the course of a weekend, you are going to hear personally from Joe as well as receive unique instruction never before offered by the Woodard organization, which is highly relevant, billable and immediately applicable when you return home to your clients.

Learn the 7 step ROKS process of identifying and selecting highly effective KPIs
Savor the 7 key course offerings at the "Taste of Woodard Institute" during a 7-course progressive dinner
Develop an intentional 2-year plan for your professional development

Registration

$995/Person

Seating is limited to 100 registrants!
Act fast to reserve your seat!

SPECIAL DISCOUNTS:

Code: SNH
Save $200

Attending Scaling New Heights 2020? Use the discount above to save $200 on your Woodard Summit registration.

Code: INSTITUTE
Save $200

Did you graduate from the Woodard Institute's Professional Development Program. Or...are you an active member of Woodard Institute's ACT Program? Use the discount code above to save $200 on your Woodard Summit registration.

Code: INSTITUTE_SNH
Save $400

Do you qualify for BOTH of the above? Use the discount code above to save $400 on your Woodard Summit registration.

WOODARD SUMMIT 2020