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.
Lisa Snyder
Lisa is a Wealth Planning Strategist for UBS, providing comprehensive and unbiased advice to advisors and clients across Arizona, Hawaii, Nevada, and California. With a focus on wealth preservation and generational prosperity, her expertise is...
ABOUT LISA
Lisa is a Wealth Planning Strategist for UBS, providing comprehensive and unbiased advice to advisors and clients across Arizona, Hawaii, Nevada, and California. With a focus on wealth preservation and generational prosperity, her expertise is particularly valuable in pre-sale and exit planning for business owners, as well as estate and multi-generational planning. Lisa is a former estate planning attorney with two decades of experience in financial services and holds a Juris Doctor (J.D.) from Tulane Law School. She is a recognized resource and a featured speaker at national and regional events. Lisa lives in Cleveland Heights, Ohio, and in her spare time, she loves the Dodgers, and she enjoys road trips and quality time in Hawaii.