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.
Chuck McLucas, CPA, PFS, CKA
Chuck is an accomplished professional with over 50 years of experience in tax and financial planning for high-net-worth clients. He has founded, developed, and sold two CPA firms, one Trust Administration firm, and has grown a fourth. With more than...
ABOUT CHUCK
Chuck is an accomplished professional with over 50 years of experience in tax and financial planning for high-net-worth clients. He has founded, developed, and sold two CPA firms, one Trust Administration firm, and has grown a fourth. With more than 33 years of experience providing professional investment management services through two Registered Investment Advisory (RIA) firms, Chuck has demonstrated a profound understanding of financial strategies. He was responsible for establishing and developing the Redding branch of one of the firms, managing over $100 million in assets. Chuck is highly proficient in tax review and preparation, specializing in a variety of forms. As the founder and president of Charitable Trust Administrators, he has managed the development of over 400 charitable giving instruments for individuals and institutions. His leadership experience also includes creating investment portfolios for charitable trust and gift annuity programs at Yosemite Capital Management. Having a rich background in both CPA practice and trust administration, Chuck has held notable roles, including managing a regional CPA firm with 800 clients and serving as a revenue agent with the Internal Revenue Service. He holds several professional designations, including Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Accredited Estate Planner (AEP), and Certified Kingdom Advisor (CKA). Chuck's expertise makes him a valuable resource for clients seeking financial or tax planning solutions.