Meet the Wealth Stewards team and get set for a day focused on practical ways CPAs can deepen client relationships and better support their broader wealth needs.

Mitch Anthony explores how CPAs can evolve from being valued for what they know to how they guide clients through life’s most important decisions, strengthening relationships through more meaningful conversations and advice that goes beyond the numbers.

Get perspective on today’s markets, the broader financial landscape, and the questions investors are asking right now.

Connect with fellow CPAs, exchange perspectives and learn from the experience and expertise around the room.

Learn how Wealth Stewards’ integrated approach, expanding capabilities and growing team are helping CPAs better support their clients today and into the future.

Hear directly from CPAs about how integrated wealth management works in practice, including identifying opportunities, introducing clients and collaborating with wealth advisors.

Explore the challenges and opportunities facing small and mid-sized CPA practices and practical ways firms can differentiate and grow.

Explore why early transition planning matters and how CPAs can help business-owner clients prepare for a future sale while improving tax efficiency and reducing surprises.

Learn how to recognize common estate planning gaps, identify when clients may need help and start important conversations earlier.

Learn a practical approach for spotting financial planning needs during key life changes and knowing when and how to bring in additional expertise.

Exchange practical ideas on productivity strategies and technology trends that can create more capacity for higher-value client conversations.

Turn the ideas from Elevate into practical next steps for your clients and practice.