Live Well | Lead Well

Event Detail
  • Date
  • September 27, 2023
  • 7:30 a.m. – 6 p.m. ET
  • Location
  • Triad, NC
  • Hosting, Speaking
  • Recommended CPE
  • 8 credits available (2 credits Behavioral Ethics; 6 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

Sarah Turner will talk about Hardiness: The Link Between Stress and Success — Have you ever known someone with a strong “bounce back” factor? Someone who seems to make the best out of the worst situations and always land on their feet — all while creating positive outcomes for themselves and others? Explore the concept of hardiness as a key contributor to success and learn tips to help change stress into a powerful tool to unleash potential and resiliency.

Session schedule

8:05 - 9:45 a.m. - Pre-event session: Behavioral Ethics

Presented by Joy Fisher, Principal, CLA and Kim Boyle, Engagement Director, 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.

10:15 - 10:45 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.

10:45 - 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.

11:15 a.m. - 12:15 p.m. - CLA Economic Update and Industry Insights

Presented by Dean Bosco, Principal, CLA Wealth Advisory

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.

1:15 - 2 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.

2:30 - 4:30 p.m. - Hardiness - The Link Between Stress and Success

Presented by Sarah Turner, Faurote Group

"Hardy" does not mean being impervious to stress or being someone who can eliminate it from their lives. It is so much more about somebody learning what to do with stress and treating it as a partner on the path to productive life outcomes.

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

  • Discuss how our behaviors may be altered by moral illusions
  • Recognize the difference between legal rights and ethical responsibility
  • Explain how technology and AI can help empower your people and foster growth
  • Identify methods for navigating economic uncertainty
  • Discuss ways to increase your stress tolerance and avoid burnout
  • Recall the three factors of hardiness: challenge, control, and commitment

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 – 9:45 a.m. — Pre-event session: Ethics
9:45 a.m. – 12:15 p.m. — Sessions
12:15 – 1:15 p.m. — Lunch
1:15 – 5 p.m. — Sessions
5 – 6 p.m. — Networking, Happy Hour


The Blue Heron
4130 Mendenhall Oaks Parkway
High Point, NC 27265

Please register by September 25, 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