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GROWTH AND IMPACT WEEK AGENDA

 Growth and Impact Week is a highly curated, short-form learning experience and community appreciation event for professional advisors and business leaders focused on growing their firms and deepening their impact with business owners. Designed to move you from credentialed to in-demand, this event goes beyond theory to deliver practical implementation strategies and real-world tactics that drive value and referrals. All sessions take place in a single, interactive general session format with built-in discussion, live Q&A, and intentional relationship building, creating space for deeper connection and meaningful dialogue. CEPAs who attend both days will earn 10 Value Acceleration Knowledge hours as part of the experience.

2:00 PM 5:00 PM
June 17
Guests Arrive and Registration Open
5:00 PM 7:00 PM
June 17
Charity Social
7:00 AM 8:00 AM
June 18
Breakfast
Sponsored by Ella , Elevo
8:00 AM 8:15 AM
June 18
Opening Remarks
Scott Snider Scott Snider
8:15 AM 11:45 AM
June 18
From Credentialed to In Demand: The Positioning and Client Selection Strategy Behind the Value Acceleration Methodology
Justin Goodbread Justin Goodbread
11:45 AM 1:15 PM
June 18
Lunch
Sponsored by Ella , Elevo
1:15 PM 2:00 PM
June 18
Combining Experience with Advanced Technology to Drive More Value
Nick York Nick York
2:00 PM 2:15 PM
June 18
Break
Sponsored by Ella , Elevo
2:15 PM 3:15 PM
June 18
Best-In-Class Award Winning Advisors Panel
Justin Goodbread Justin Goodbread Joe Seetoo Joe Seetoo Melisa Silverman Melisa Silverman Joe Strazzeri Joe Strazzeri
3:15 PM 3:30 PM
June 18
Break
Sponsored by Ella , Elevo
3:30 PM 4:00 PM
June 18
Declare Independence from Future Taxes with Opportunity Zone Investing: Why OZs are Poised for a Resurgence in Exit Planning in 2026 & Beyond
Jason Cross Jason Cross
4:00 PM 5:00 PM
June 18
The Champions Creed: The Game Plan for Building and Practicing Winning Culture
Ben Utecht Ben Utecht
5:00 PM 5:15 PM
June 18
Closing Remarks
Scott Snider Scott Snider
5:15 PM 7:00 PM
June 18
Social with Ben Utecht
Sponsored by Polsinelli
Ben Utecht Ben Utecht
6:00 AM 9:30 AM
June 19
Enjoy Your Morning at Estancia
9:30 AM 9:45 AM
June 19
Opening Remarks
Scott Snider Scott Snider
9:45 AM 10:30 AM
June 19
Driving a Championship Level of Trust & Accountability
Fred Johnson Fred Johnson
10:30 AM 10:45 AM
June 19
Break
Sponsored by Ella , Elevo
10:45 AM 11:30 AM
June 19
Motive – The Invisible Guest In Your Wealth Biased Relationships
Joe Strazzeri Joe Strazzeri
11:30 AM 1:05 PM
June 19
Lunch & Business Owners Panel Lunch Discussion
Sponsored by Ella , Elevo
1:05 PM 1:50 PM
June 19
The Business Owner's Dilemma
Ali Nasser Ali Nasser
1:50 PM 2:35 PM
June 19
The Entrepreneur Imperative: Why 59% of Business Owners May Change Advisors — and What Credentialed CEPAs Can Do About It
John Bowen John Bowen
2:35 PM 3:05 PM
June 19
Break
Sponsored by Ella , Elevo
3:05 PM 3:50 PM
June 19
Navigating M&A: Strategies to Maneuver the Market and Maximize Your Exit
Sam Smoot Sam Smoot
3:50 PM 4:20 PM
June 19
Purpose After Exit: Writing the Next Chapter
Chris Hare Chris Hare
4:20 PM 4:45PM
June 19
Closing Remarks
Scott Snider Scott Snider
4:45 PM 6:45 PM
June 19
Social