2023 Women's Leadership Summit

MEGA WLS Banner
MEGA WLS Banner
Friday, June 16, 2023
JW Marriott Orlando Bonnet Creek - 14900 Chelonia Parkway, Orlando, FL 32821
8:00am - 1:30pm (opens at 7:30am) EST
5Credits
Behavioral

Registration is Open

Members
$175.00 Regular Price
Non-Members
$200.00 Regular Price
Course Type: CPE Conferences
Course Code: 23/WLS
Vendor: Florida Institute of CPAs
Field of Study: Personal Development

Overview:

Women's Leadership Summit: Education, Collaboration, Inspiration

Whether you're a CPA looking for CPE or a non-CPA coming to network and learn. The Women's Leadership Summit is designed to bring together newcomer and experienced professionals for a half day-long program of education, collaboration and inspiration.  We hope you will join us this year for lunch as we acknowledge the leadership qualities and contributions of our Emerging and Experienced Women to Watch Award recipients and present this year's  winner.

Join us as we learn; network and share ideas with your peers.  What a great way to spend a day!

*Note: If you are attending MEGA, separate registration is not required; simply select the Women's Leadership Summit Track on Friday.
If you are not attending MEGA and are interested in attending the Summit, please register at the link above.

Sponsorship Opportunities

Show your support of the Women's Leadership Summit through your sponsorship.  For further information contact Tavara Andrews at tavara@tjsacctg.com

 

 

 

 

 

 

 


 

 

 

 

 

Schedule:

Friday, June 16, 2023

Registration, Breakfast and Networking

Time: Friday 7:00am - 7:50am

Welcome and The Power of Supportive Women's Network

Time: Friday 7:50am - 8:50am Credits: 1 BE

Having a supportive network of women in your career can be one of the most important ingredients to your success. Like many young women, Amy believed that she would have the same opportunities as men in the workplace, but as she moved up the corporate ladder, she noticed more and more women were not alongside her. During this session, Amy will share research and lessons learned from her own experience, and that from women she admires, on how to grow and learn at any stage of your career to achieve your goals. No matter if you’re advanced in your career or just starting out, you will learn why it’s important for women to bring each other along on their professional journeys, and how to be more mindful in supporting and aligning with women who inspire you. To further support you in your career journey, you will learn powerful tools on how to discover and align your authentic self and inner talents with the work you do to create a greater sense of work-life harmony.

Learning objectives:
* How to create and nurture a supportive women’s network;
* Why it’s important to manage up, not just down;
* The power of finding or being a sponsor, not just a mentor;
* The steps to create a greater sense of work-life harmony; and,
* How to discover and align your authentic self and inner talents with the work you do.

Presenters:

Everyone Has a Story Worth Telling, the Power of Leading with Purpose

Time: Friday 9:00am - 9:50am Credits: 1 BE

Come learn how to gain the courage to tell your story, develop your leadership purpose, and gain practical leadership principals that will change your perspective on leading yourself and others.

Presenters:

Networking Break

Time: Friday 9:50am - 10:10am

Beyond Burnout: How To Reset Your System, Manage Stress and Find Balance in the Workplace

Time: Friday 10:10am - 11:00am Credits: 1 BE

Being an accountant can be extraordinarily taxing and it is important to take moments to reflect and audit your life! Is it possible to have stress work for rather than against us? In this talk, we will dive into exactly how to reset the system, manage stress, work through burnout and find the kind balance that lasts. By equipping ourselves with an empowering perspective and practical steps, we can begin to move beyond burnout and live an energized life based on expansion and growth. Here, you will learn how to:

• Reset your system in the blink of an eye
• Move through distress and rework feelings such as overwhelm and burn out
• Tap into untapped reservoirs of energy 
• Utilize the power of mindfulness, meditation and journaling
• Support the system through mindset, diet, lifestyle and supplementation
• Tune in, connect and return to the present moment so that you can in turn, make choices that are in alignment with your health, desires and growth trajectory

Presenters:

Women In Leadership Panel Discussion

Time: Friday 11:10am - 12:00pm Credits: 1 BE

Get life lessons from women who have found their voice, paved the way, and propelled their careers to the top along with balancing life and family. The Women’s Leadership Summit presents and engaging panel with inspiring discussion with the female leaders whose experiences will illustrate how creating their personal brand can help you advance and grow your career. They’ll share stories about how they built their brands and how they became successful leaders in their industries along with helping others rise to their potential.

Presenters:

Lunch & Becoming a Cherished Advisor: How to Grow and Scale a CAS Practice

Time: Friday 12:00pm - 1:30pm Credits: 1 TB

You’re passionate about what you do, and that’s why you started or lead a client advisory practice. Combining your passion and business can be both exhilarating and a struggle.

Many accounting professionals stumble into starting an advisory practice because of what they love to do. But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without for efficiency and scalability, it’s easy to hit pitfalls along the way. To become a “Cherished Advisor®”—a highly valued strategic partner whom your business clients rely on to grow and thrive—you need to have a solid business foundation yourself. It’s therefore essential to put into practice the same kind of advice you give your clients.

As a CPA, consultant, and entrepreneur, Amy will share insights and best practices from her own experience of starting and growing an advisory services practice independently and as a partner in accounting. She will also pull from her more than 10 years of advising thousands of firm leaders on growing and scaling their businesses. You will walk away with actionable tools, tips, and resources for creating and maintaining a solid, scalable
foundation for your business for years to come.

Learning Objectives:
? Identify your passion and purpose and determine how to align it with the focus of
your client advisory services practice;
? List the five stages of the Cherished Advisor® journey to building a solid foundation
that enables your practice to grow and thrive well into the future;
? Recognize how to select technology that will meet the needs of your practice and that
of the clients/vertical industries you choose to serve;
? Design an end-to-end customer experience that consistently provides the
high-quality level of service and engagement your clients rely on throughout the
entirety of your business relationship; and,
? Outline a B3 Innovation Plan with measurable

Presenters:

Objectives:

  • Network with other women in the business
  • Exchange ideas and experiences to advance your career
  • Learn leadership, communication and self care skills

 

Presenters:

  • Amy Elizabeth Vetter, CPA.CITP

    Amy Vetter, CPA, CITP, is the CPA Programs Leader for Intacct Corporation responsible for leading the CPA/BPO Partners nationally, collaborating with CPA2Biz and working with Intacct BPO CPA Firms to help them grow their Outsourced Accounting Services Practices. Prior to Intacct, she was an Intuit Key Account Manager responsible Intuit's Major Accounts and Creator/Facilitator for the Intuit...

    Read more about Amy Elizabeth Vetter here
  • Jodi Malis, CPA, CGMA

    Jodi is a Partner in Hancock Askew’s Atlanta office and has over 35 years of public accounting experience. Jodi began her career in Chicago at Price Waterhouse after graduating from Indiana University, with highest distinction, with a Bachelor of Science in Accounting. In her role, she oversees assurance and advisory services for numerous public and private companies and manages the firm’s...

    Read more about Jodi Malis here
  • Lena Gray Combs, CPA, CGMA

    Lena G. Combs, CPA brings more than 15 years of accounting experience to Averett Warmus Durkee. She practices in the firm's accounting and assurance department, where she serves as continuing education director, overseeing requirements for the entire department staff. Since joining Averett Warmus Durkee in 1996, Lena has worked with clients in a variety of industries including retail and wholesale...

    Read more about Lena Gray Combs here
  • Brooke Stuart

    Dr. Brooke Stuart is the founder and active president of Let Go & Grow® International and a holistic doctor in private practice, where she specializes in taking a holistic approach to mental health and high performance- assisting her patients in unlocking their own, intrinsic power to heal. Over the past twelve years, Dr. Stuart has worked with thousands of people through her online platform...

    Read more about Brooke Stuart here
  • Juliette P Kleffel

    Executive Vice President and Chief Banking OfficerJulie Kleffel was appointed Chief Banking Officer in 2020 where she leads all Retail Banking, Wealth Management, Residential Lending, Specialty Finance, Government Lending functions, and Call Center operations of the organization. Julie offers nearly 25 years of banking experience and joined Seacoast in October 2014 through the acquisition of...

    Read more about Juliette P Kleffel here
  • Raechel Canipe

    Raechel Canipe is a dynamic marketing and sales leader with a proven track record of driving revenue and profitability, deploying innovative marketing strategies, and leading cross-functional teams. She currently serves as Director of Operations at Synapse Florida, where she launched the Regional Ambassador program to enhance statewide collaboration on ecosystem development, leads process...

    Read more about Raechel Canipe here
  • Josephine A Parr, CPA,MST

    Josie Parr, CPA, MST is a tax expert and strategist with more than two decades of experience. She received her Bachelor of Science in Accounting from York College of Pennsylvania and her Master of Taxation from Villanova University.Josie launched her career as an accountant at a Top 100 Firm working with businesses generating millions of dollars in revenue every year. She gained extensive...

    Read more about Josephine A Parr here
  • Sara Hand

    Sara Hand is a visionary leader with a strong and diverse business development background spanning the innovation value chain from idea stage to exit. She is experienced across public and private sectors, industry verticals and early stage investment. Sara finds and leverages unique value propositions to create synergistic partnerships. She believes that people and businesses thrive in communities...

    Read more about Sara Hand here

Presenters:

Amy Elizabeth Vetter, CPA.CITP

Amy Vetter, CPA, CITP, is the CPA Programs Leader for Intacct Corporation responsible for leading the CPA/BPO Partners nationally, collaborating with CPA2Biz and working with Intacct BPO CPA Firms to help them grow their Outsourced Accounting Services Practices. Prior to Intacct, she was an Intuit Key Account Manager responsible Intuit's Major Accounts and Creator/Facilitator for the Intuit...Read more about Amy Elizabeth Vetter here

Jodi Malis, CPA, CGMA

Jodi is a Partner in Hancock Askew’s Atlanta office and has over 35 years of public accounting experience. Jodi began her career in Chicago at Price Waterhouse after graduating from Indiana University, with highest distinction, with a Bachelor of Science in Accounting. In her role, she oversees assurance and advisory services for numerous public and private companies and manages the firm’s...Read more about Jodi Malis here

Lena Gray Combs, CPA, CGMA

Lena G. Combs, CPA brings more than 15 years of accounting experience to Averett Warmus Durkee. She practices in the firm's accounting and assurance department, where she serves as continuing education director, overseeing requirements for the entire department staff. Since joining Averett Warmus Durkee in 1996, Lena has worked with clients in a variety of industries including retail and wholesale...Read more about Lena Gray Combs here

Brooke Stuart

Dr. Brooke Stuart is the founder and active president of Let Go & Grow® International and a holistic doctor in private practice, where she specializes in taking a holistic approach to mental health and high performance- assisting her patients in unlocking their own, intrinsic power to heal. Over the past twelve years, Dr. Stuart has worked with thousands of people through her online platform...Read more about Brooke Stuart here

Juliette P Kleffel

Executive Vice President and Chief Banking OfficerJulie Kleffel was appointed Chief Banking Officer in 2020 where she leads all Retail Banking, Wealth Management, Residential Lending, Specialty Finance, Government Lending functions, and Call Center operations of the organization. Julie offers nearly 25 years of banking experience and joined Seacoast in October 2014 through the acquisition of...Read more about Juliette P Kleffel here

Raechel Canipe

Raechel Canipe is a dynamic marketing and sales leader with a proven track record of driving revenue and profitability, deploying innovative marketing strategies, and leading cross-functional teams. She currently serves as Director of Operations at Synapse Florida, where she launched the Regional Ambassador program to enhance statewide collaboration on ecosystem development, leads process...Read more about Raechel Canipe here

Josephine A Parr, CPA,MST

Josie Parr, CPA, MST is a tax expert and strategist with more than two decades of experience. She received her Bachelor of Science in Accounting from York College of Pennsylvania and her Master of Taxation from Villanova University.Josie launched her career as an accountant at a Top 100 Firm working with businesses generating millions of dollars in revenue every year. She gained extensive...Read more about Josephine A Parr here

Sara Hand

Sara Hand is a visionary leader with a strong and diverse business development background spanning the innovation value chain from idea stage to exit. She is experienced across public and private sectors, industry verticals and early stage investment. Sara finds and leverages unique value propositions to create synergistic partnerships. She believes that people and businesses thrive in communities...Read more about Sara Hand here

Major Topics:

Finalizing Exciting Topics - More to Come...

Major Topics:

Finalizing Exciting Topics - More to Come...

Designed For:

Women experienced and new to the CPA profession and business in general

Accommodations:

Accommodations:

JW Marriott Orlando Bonnet Creek Resort & Spa
14900 Chelonia Parkway
Orlando, FL 32821
407-919-6300

Room Rate: $279.00++ Single/Double

Hotel Cutoff Deadline: Monday, May 22, 2023

*** Upon completion of your registration for the conference, you will receive an email confirmation with additional information to book your accommodations***


(Reservations made after the cutoff date will be subject to availability and current room rate. Please note that the conference accommodation rate is subject to sell out prior to the advertised reservation cut off date.) 

Sponsor & Exhibitor Information