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.

RESOURCE & SOLUTION LABS,WORKSHOP

Shelley Lightfoot

CEPA

Co-Owner

Advanced Tax Planning Workshop

Learn it, Hire it, Buy it, or Partner it - Setting Up Your Exit Planning Practice

Leading Early: How CEPAs Create Clarity and Readiness for Owners

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ABOUT SHELLEY

As a life-long financial and legal services professional, Shelley’s unique combination of experience, passion, and creativity are an excellent contribution for her objective of helping wealth advisors provide comprehensive solutions for success families and business owners with a focus on transition planning. Since early 2009, Shelley has enjoyed her role as the Chief Operations Officer and Partner in 3 unique brands: The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. Strazzeri Mancini LLP helps affluent families and business owners get to the heart of highly relevant matters and resolve messes in the areas of: integrated tax, estate, and asset protection planning business continuity planning and family synergy counseling. The Founders Group helps successful business owners in conflict who desire a resolution, and a path forward.

GROWTH & IMPACT WEEK SPEAKER LINEUP