Live Well | Lead Well

Event Detail
  • Date
  • December 06, 2023
  • 8 a.m. – 6 p.m. PT
  • Location
  • Napa, CA
  • Hosting, Speaking
  • Recommended CPE
  • 6 Personal Development CPE Credits
  • 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 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. 

Other topics include:

9:15 - 10:15 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.

10:30 - 11 a.m.: Taking Care of Your Workforce

Presented by Dave Hickman, Managing 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.

11 - 11:30 a.m.: Elevating and Empowering Your Workforce with AI

Presented by Ryan Merryman, Principal, Digital - Data and Automation, 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.

12:30 - 1:30 p.m.: Planning for the Future: Tax and Wealth Advisory Considerations

Presented by Scott Brubaker, Principal, CLA Wealth Advisory

This session will discuss the various tax and wealth considerations when planning for your future.

1:30 - 2:45 p.m.: Live Well: A Conversation with Future You

Presented by Lynn Knight, Live Well Leader, CLA

Join us for this engaging session to evaluate your current priorities vs. your futures priorities and the importance of aligning your current schedule to help meet your future goals.

3 - 3:45 p.m.: Stress: A $300 Billion Challenge

Presented by Pete Rogers

Stress impacts all our lives. This session will explore the neuroscience of the brain and impacts of stress on both an individual and organizational level. We will also learn three tips that we can do each day to help train our brain to react in stressful situations.

At the end of the 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 tax and wealth considerations when planning for your future
  • Recognize how to evaluate your current priorities and importance of aligning your current schedule with your future priorities
  • Identify three ways to train your brain to respond to stress

    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 – 9 a.m. — Registration and Breakfast
    9 – 11:30 a.m. — Sessions 
    11:30 a.m. – 12:30 p.m. — Lunch 
    12:30 – 4 p.m. — Sessions 
    4 – 6 p.m. — Networking, Happy Hour 


    The Meritage Resort and Spa (Carneros Ballroom)
    875 Bordeaux Way
    Napa, CA 94558
    Resort map

    Stay at The Meritage. Guests attending our event can take advantage of rooms at a discounted rate. Make your reservations soon before they sell out. 



    Please register by December 4, 2023. 

    For more information:
    Yua Davis
    Local Office Marketing Senior

    Experience the CLA Promise