Live Well | Lead Well

Event Detail
  • Date
  • August 29, 2023
  • 8 a.m. – 6 p.m. CT
  • Location
  • Chicago, IL
  • Hosting, Speaking
  • Recommended CPE
  • 6.5 Personal Development CPE Credits
  • Fees
  • $125 (parking included)

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 to 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

8:45 - 9: 45 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.

10:15 - 10:45 a.m.  Taking Care of Your Workforce

Presented by Dave Hickman, Managing Principal of 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, the importance of inspiring employees, and the future workforce journey.

10:45 - 11:15 a.m.  Empowering Your Workforce

Presented by Noel Hopkins, Digital Growth Director, 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.

12:15 - 1:15 p.m.  Live Well: Mental Health

Presented by Kelly LeMaire, Ph.D., Balanced Awakening

This session will focus on the importance of mental health and provide tips on how to avoid burnout, stress management, prevention and types of activities to incorporate in your everyday life to stay mentally healthy.

1:30 - 2:30 p.m.  CLA Economic Update and Industry Insights

Presented by Leslie Boyd, 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.

2:45 - 3:45 p.m.  Overcoming Adversity and Physical Wellness

Presented by Carl Allegretti, President, Arbor Investments

Today's business leaders face a complex environment. This session will cover how fitness can help forge mental resilience when managing professional complexities. Carl will share his journey, what enabled him to get through some extremely challenging times, and how it has driven his team's success.

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

  • Recognize how to incorporate activities into your everyday life to help reduce stress, avoid burnout, and improve mental health

  • Identify methods for navigating economic uncertainty

  • Describe how fitness can forge mental resilience when managing professional complexities

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.


8 – 8:30 a.m. — Registration and Breakfast

8:30 – 11:15 a.m. — Sessions 

11:15 a.m. – 12:15 p.m. — Lunch 

12:15 – 4 p.m. — Sessions 

4 – 6 p.m. — Networking, Happy Hour 


The Dalcy


302 North Green Street, Third Floor

Chicago, IL 60607

Please register by August 27, 2023.



Can’t make this event?

Check out the other dates and locations.

For more information:
Joanne Augustine
Marketing Coordinator

Experience the CLA Promise