Live Well | Lead Well

Event Detail
  • Date
  • September 21, 2023
  • 7:30 a.m. – 6 p.m. ET
  • Location
  • Charlotte, NC
  • Hosting, Speaking
  • Recommended CPE
  • 8 credits available (1 credit Behavioral Ethics; 7 credits Personal Development)
  • Fees
  • $125

To live well exemplifies leading life with energy, momentum, and a meaningful sense of purpose.

To lead well exemplifies imparting a lasting impact on your team’s culture, relationships, and outcomes.

It takes a confident professional to make decisions that personally impact you and those you lead at the same time. A good way to stay balanced is by keeping both areas of focus seamlessly in sync while progressing in your personal and professional journey.

Join us for an exciting day filled with topics dedicated to energizing and rejuvenating you as a professional. Gain insights from engaging speakers and participate in conversations that can elevate your ability live well, lead well, and inspire others.

Featured Speaker

Keynote Colette Carlson will talk about The Connected Leader — The future of leadership is human. The ability to create a connection that is real, emotional, and personal drives employee motivation, engagement, and outcomes.

Session Schedule

8:15 - 9:15 a.m. - The Connected Leader

Presented by Colette Carlson

The future of leadership is human. The ability to create a connection that is real, emotional, and personal drives employee motivation, engagement, and outcomes.

Connected leaders, through their own transparency, inclusion, and accountability, create a psychologically-safe environment where individuals feel like they belong and matter — which is key to job satisfaction and mental health.

In this engaging, uplifting, and research-based program, leaders can greatly improve their ability to communicate and connect on deeper levels.

9:30 - 10 a.m. - Taking Care of Your Workforce

Presented by AJ Monterrosa, Principal, Talent Solutions, CLA

As leaders, we all know the importance of taking care of our workforce. Culture and financial results are many times connected. This session will discuss current market trends including AI, the importance of inspiring employees, and the future workforce journey.

10 - 10:30 a.m. - Empowering Your Workforce

Presented by Tyler Gerig, Digital Growth Senior, CLA

The advancement of automation and AI can sometimes be viewed negatively in the workforce, but we believe it can empower your people, release the “pinch points” for your business, and ultimately support faster growth.

10:45 - 11:45 a.m. - CLA Economic Update and Industry Insights

Presented by Tom Dearnley, Managing Principal of Industry, CLA

2023 continues to be a year of flux, as concerns about slowing economic growth contrast with strong business profitability. This session will discuss how business owners and investors can navigate this uncertainty — with insights on the economy, industry, financial markets, and policy.

12:45 - 1:45 a.m. - Holistic Wellness: An Evidence-Informed Journey

Presented by David A. Pearson, MD, MS, MBA, Chief Medical Officer, Wellzesta Health Research Institute

This session will discuss holistic wellness and strategies to promote wellness in your workforce.

2 - 2:50 p.m. - Live Well: Stress Tolerance

Presented by Lynn Knight, Live Well Leader, CLA

In order to lead well, we must also live well. This session will discuss importance of stress tolerance.

2:50 - 3:40 p.m. -Ethics

Presented by Joy Fisher, Principal, CLA

Join us for the 2023 Ethics Update to discuss the latest trends impacting personal and business ethics and the importance of making ethical decisions.

3:55 - 4:45 p.m. - Five Steps to Living and Leading Well

Presented by Damian Johnson

This session will provide actionable steps to live intentionally and design your empowered life.

At the end of this session, you will be able to:

  • Recall how strong emotional intelligence can help enhance impact and influence
  • Identify how to create a culture of growth where individuals flourish and thrive
  • Explain how technology and AI can help empower your people and foster growth
  • Identify methods for navigating economic uncertainty
  • Discuss how leaders with a lens on wellness translates into a workforce with wellbeing
  • Discuss how our behaviors may be altered by moral illusions
  • Discuss ways to increase your stress tolerance and avoid burnout
  • Recognize how to live intentionally and design your empowered life

Who should attend

This event is designed for professionals seeking a day of thought-provoking and re-energizing dialogue, and accounting specialists seeking to gain hours toward their annual CPA renewal.


7:30 – 8 a.m. — Registration and breakfast
8 – 11:45 a.m. — Sessions
11:45 a.m. – 12:45 p.m. — Lunch
12:45 – 5 p.m. — Sessions
5 – 6 p.m. — Networking, Happy Hour


Carmel Country Club
4735 Carmel Road
Charlotte, NC 28226

Please register by September 19, 2023.



Can’t make this event?

Check out the other dates and locations.

For more information:
Lori Gentry
Local Office Marketing Senior

Experience the CLA Promise