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GROWTH AND IMPACT WEEK AGENDA

 Growth and Impact Week is a highly curated, short-form learning experience built for professional advisors and business leaders who are serious about two things: growing their firm and deepening their impact with business owners. Designed to move you from credentialed to in-demand, this event goes beyond theory to unlock the methodology, 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 throughout the week. Attendance is intentionally limited to the first 150 advisors (with the potential to expand to 200) to ensure meaningful dialogue, peer connection, and actionable takeaways you can apply immediately. 

2:00 PM 5:00 PM
June 17
Guests Arrive and Registration Open
5:00 PM 7:00 PM
June 17
Charity Social
7:30 AM 8:15 AM
June 18
Breakfast
8:15 AM 8:30 AM
June 18
Opening Remarks
Scott Snider Scott Snider
8:30 AM 12:00 PM
June 18
From Credentialed to In Demand: The Positioning and Client Selection Strategy Behind the Value Acceleration Methodology
Justin Goodbread Justin Goodbread
12:00 PM 1:30 PM
June 18
Lunch
1:30 PM 2:00 PM
June 18
Growth & Impact Sponsor Session Coming Soon
2:00 PM 2:15 PM
June 18
Break
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
3:30 PM 4:00 PM
June 18
Growth & Impact Sponsor Session Coming Soon
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
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
Dr. Fred Johnson Dr. Fred Johnson
10:30 AM 10:45 AM
June 19
Break
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
1:05 PM 1:35 PM
June 19
Growth & Impact Sponsor Session Coming Soon
1:35 PM 2:05 PM
June 19
Growth & Impact Sponsor Session Coming Soon
2:05 PM 2:35 PM
June 19
Growth & Impact Sponsor Session Coming Soon
2:35 PM 3:05 PM
June 19
Break
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 4:35 PM
June 19
Combining Experience with Advanced Technology to Drive More Value
Nick York Nick York
4:35 PM 5:00 PM
June 19
Closing Remarks
Scott Snider Scott Snider
5:00 PM 7:00 PM
June 19
Social