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.
Cory Sellers
Meet Cory Sellers:
As a part of the UBS Institutional Consulting Group, I help executives and business owners manage their fiduciary responsibilities as well as help their employees maximize their retirement savings. We help plan sponsors enhance...
ABOUT CORY
Meet Cory Sellers:
As a part of the UBS Institutional Consulting Group, I help executives and business owners manage their fiduciary responsibilities as well as help their employees maximize their retirement savings. We help plan sponsors enhance their plans often times without changing providers, select and monitor investments, evaluate plan expenses, review and establish new plan features and educate and prepare employees for retirement.
Beyond my experience in financial services, I have over 6 years experience in public accounting spanning both audit and tax with specialties in corporate regulatory compliance, small business, individual, estate, and trust taxation, and personal financial planning.
**Registered States**AL,CA,CO,FL,GA,IL,MD,NC,PA,RI,SC,TN,TX,VA
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