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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. 

 

Diane McNeal

CEPA , MBA

Providing coaching and consulting services on lifestyle planning, personal financial decisions and business decisions plus serve non-profit organizations on succession planning for the founder or key executives. I have served in the quarter back...

ABOUT DIANE

Providing coaching and consulting services on lifestyle planning, personal financial decisions and business decisions plus serve non-profit organizations on succession planning for the founder or key executives. I have served in the quarter back role for private banking and commercial clients throughout my 40 plus year banking career. In the midst of being certified as Retirement Planning Advisor. I have expertise in corporate governance and family governance. I have facilitated meetings to find the best solutions that serve the business owner, family or nonprofit organizations. I have experience with vetting and understanding nonprofit organizations and vehicles to donate through DAF's or family foundations.