GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Dale Warner
Dale A. Warner, CEPA® and the Law & Associates Group combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to their clients and their clients families. They help...
ABOUT DALE
Dale A. Warner, CEPA® and the Law & Associates Group combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to their clients and their clients families. They help make their clients’ lives better by providing a holistic approach to advice, and personalized service through the resources of Merrill Lynch Wealth Management and access to banking, credit, and lending through Bank of America.
Dale has over 15 years of experience as an operations executive and co-founder at various growing corporations across Colorado, working directly with angel investors, private equity, and non-dilutive capital funding to spur growth. As a Certified Exit Planning Advisor® (CEPA®) professional, Dale leans on his experience and training to advise business owners on how they can build more valuable companies, have stronger personal financial plans, and align their personal goals with a potential business sale.
He is proud of the advanced training and ongoing commitment to professional development that the team brings to each client relationship.