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
The Pass Your CPA Summit: Unlock the Next Level in Your CPA Journey is where experts share their unique, holistic approach towards passing the CPA exam. You will learn to excel and enhance your studying prowess with "techniques that really work".
Stress Management
Time Management & Commitment
Effective Study Plan
The Level-Up Internal Audit Summit is 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.
Robert Barry
Uday Gulvadi
Business Acumen
Data Storytelling
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 February 5th, 2025 from 9 am to 12 pm and February 6th, 2025 from 6 pm to 9 pm eastern time and start your journey to reaching your greatest leadership potential.
Deidre Melton
Dr. Sabine Charles
Emotional Intelligence and Leadership
Developing Future Leaders
Stacie Caper
Communication Mastery for Leaders
Sherida Davis
Transformational Leadership and Change Management
Candice Schaefer
Strategic Decision-Making and Problem Solving
TBD
Inclusive Leadership
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 November 1-8, 2025, 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.
