Live Well Lead Well | Charlotte, NC

Presented by Molly Grantham

Uncover power in yourself, approach change with positivity and understand reinvention. This master confidence class arms you and your team with knock-your-socks-off takeaways to own specific strategies to #BetOnYourself and see successful results.

At the end of the session, you will, recognize the nuances of collaboration and teamwork, and by learning how to create powerful moments, individuals and teams can work together more effectively and achieve greater success

Presented by Dave Hickman, CLA Managing Principal, Talent Solutions

This session will cover several important topics related to employee engagement in the current labor market.

First, we’ll review the impact of the labor market on engagement factors and discuss strategies for driving engagement even in the face of confusion and complacency. We’ll also explore ways to accelerate trust between leaders and their direct reports, which is crucial for maintaining engagement and productivity.

Finally, we’ll discuss how to foster a team spirit, particularly in a hybrid work environment where some team members may be working remotely. By addressing these key issues, we can help our employees remain engaged, motivated, and productive — even in challenging times.

At the end of the session, you will recall how to drive engagement when the labor market is confusing and brewing complacency.

Presented by Dr. Glenn Thomas, Heart Work Founder

This learning session will focus on helping individuals identify and embrace their passions, skills, and gifts as a strategic advantage in their professional careers.

We’ll explore how personal well-being and professional obligations can be aligned to achieve a healthy balance, allowing individuals to thrive both personally and professionally.

Additionally, we’ll discuss how to adopt a heart-centered leadership style that is both visionary and grounded in practical application. This approach fosters a culture of innovation and compassion, which can lead to greater success and fulfillment in both personal and professional endeavors.

At the end of the session, you will be able to identify and recognize individual passions, skills, and gifts as a strategic advantage in one’s professional career.

Presented by Lynn Knight, CLA Live Well Lead Well Leader

Focusing on the importance of sleep for overall health and productivity, we’ll explore how sleep impacts the body and mind and identify the negative effects of sleep deprivation.

Participants will learn practical strategies for improving sleep quality and quantity, which can enhance overall health and well-being.

At the end of the session, you will recognize how sleep impacts your overall health and productivity. 

Presented by Deanna Salm, Outsourcing Business Solutions Director

To achieve strategic employee engagement, it's important to recognize the significance of personal connection. This means creating an environment where employees feel valued and connected to their colleagues and the organization as a whole.

One way to promote this is by identifying behaviors that promote psychological safety. Psychological safety is the belief one can speak up without fear of negative consequences.

There are four types of psychological safety: inclusion safety, learner safety, contributor safety, and challenger safety. By understanding and promoting these types of safety, organizations can create a culture of trust and openness that leads to increased engagement and productivity.

At the end of the session, you will recognize the importance of personal connection in strategic employee engagement.

Presented by Joy Fisher, Principal, CLA

Join us to discuss the latest trends and updates impacting personal and business ethics and the importance of making ethical decisions.

At the end of the session, you will be able to recall the importance of behavioral ethics in business

Panel Discussion Lead by Wendi Boddy, Managing Partner of Office, Molly Jones, Manager, and Steve Powers, Director Wealth Advisory

Individuals and families go through a natural, yet uniquely dynamic, lifecycle journey in which they move through distinct stages of life. While everyone is different in a million ways, we all tend to face similar challenges, opportunities, and milestones.

Whatever life stage an individual is at, incorporating comprehensive tax and wealth planning may help them improve their financial outcomes and bring them peace of mind.

At the end of the session, you will be able to discuss what life stage an individual is at, incorporating comprehensive tax and wealth planning may help them improve their financial outcomes and bring them peace of mind.