Live Well Lead Well | Triad, NC

Presented by Dr. Sarah Glova

Explore the concept of innovation and its value in both personal and professional life. Dr. Glova will identify strategies that foster a culture of innovation, which can support individual success as well as team success.

Through real-world examples, find inspiration to improve efficiency and reach goals while prioritizing our health and mental wellness. Additionally, we’ll discuss the value of succession planning and how it benefits the future of an organization while creating a more engaged and committed workforce.

At the end of the session, you will be able to define the concept of innovation and the value it can provide to accomplish more in both, your personal and professional life.

Presented by Sarah Turner

This presentation focuses on collaboration and teamwork. It begins by defining collaboration and examining the difference between a group and a team. The presentation then moves on to explore ways to create stand-out, powerful moments as a team.

By understanding 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.

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

Presented by Joy Fisher, Principal, CLA Or Kim Boyle, CAAS Engagement Director

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

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 be able to: recognize the importance of personal connection in strategic employee engagement.

Presented by Janet Fischer, Live Well Leader, CLA

This presentation focuses on leadership and how success is measured.

It begins by defining leadership and discussing how it can be measured. The presentation then moves on to explore the characteristics of effective leaders, highlighting the importance of emotional intelligence (EQ) in achieving success as a leader. The speaker emphasizes the need for leaders to possess certain qualities that will be essential for success in the future.

At the end of the session, you will be able to: Define leadership and how success is measured 

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.

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 be able to recognize how sleep impacts your overall health and productivity.