Virtual Summits & Retreats
Cost-Effective. Global Accessibility. Flexibility.
Charles Financial Strategies LLC’s summits are designed to develop your workforce’s leadership and technical skills to progress professionally and personally. Our process is well-structured and employee-centric to promote the leadership skills to be productive at the workplace, to increase job satisfaction, employee retention, promotion potential, and to improve employee and company efficiency and ROI.
Upcoming Virtual Live Events
Learning Objectives
The Leadership MEQ Series: "Cultivating Leadership that Motivates and Empowers" an insightful summit with a focus on Leadership Training, Emotional Intelligence in Leadership and Effective Communication in Leadership. This event is expected to be a life-changing experience that gives participants a special chance to learn about the fundamental ideas and techniques needed to develop their leadership potential. Join us on March 5th, 2025 from 9 am to 12 pm and March 6th, 2025 from 6 pm to 9 pm eastern time and start your journey to reaching your greatest leadership potential.
Develop inclusive and transformational leadership skills.
Enhance strategic decision-making and problem-solving abilities.
Master communication and emotional intelligence for effective leadership.
Dr. Sabine Charles
Emotional Intelligence and Leadership
Developing Future Leaders
Stacie Caper
Communication Mastery for Leaders
Sherida Davis
Transformational Leadership and Change Management
Ali Glaser
Mastering Time and Energy Management
Candice Schaefer
Strategic Decision-Making and Problem Solving
Rumbi Petrozzello
Inclusive Leadership
Ace Your CPA Exam with Confidence summit is designed to help aspiring CPA candidates succeed. Covering core sections—AUD, FAR, and REG—and discipline sections—TCP, BAR, and ISC—the summit provides insights into key concepts, practice questions, and effective strategies.
Participants will understand the exam structure, develop test-taking skills, and build a support network to guide them through their CPA journey.
Learning Objectives
Understand the Structure and Requirements of the CPA Exam
Develop Effective Study and Test-Taking Strategies
Leverage Resources and Build a Support Network
Guest Speakers to be announced
Upcoming Retreats
The Gratitude and Growth Retreat, set for October 23rd to 25th, 2024, in St. Croix, is designed for leaders, innovators, and visionaries seeking personal and professional development. It combines gratitude practices with growth-focused workshops in a serene setting, aiming to transform perspectives, elevate potential, and enrich lives and careers through deep inner connection, profound insights, and essential skills.
The 2024 CPA Exam Boot Camp on the Boardwalk, happening on October 21st to 22nd in St Croix, US Virgin Islands, is designed for CPA candidates aiming to enhance their exam success chances. This intensive training, led by expert instructors, includes an 8-hour live session, exclusive study materials, and stress management techniques. Tailored to individual learning needs, it offers a low-stress environment conducive to mastering CPA exam content.
The "Moroccan Horizons: A Cultural Openness and Adventure Retreat" planned for May 1 - 11, 2026, in Morocco, is a unique exploration designed to broaden horizons, immerse participants in rich cultures, and spark adventure. It's ideal for those looking to dive into Morocco's diverse heritage, practice mindfulness in stunning settings, and connect with like-minded explorers. This retreat promises an unforgettable cultural adventure through its deep cultural immersion, culinary experiences, and explorations of natural wonders.
Recorded Level-Up Summit
The Level-Up Internal Audit summits are where we focus on people, processes, and technologies in the internal audit profession. You will learn how to use new tactics to continue providing value-add services to your constituents. Learn more about our past speakers.
