Course curriculum

  • 1

    May 2026 Boardroom

    • Welcome to Boardroom

    • Summit for Accountants
  • 2

    Group 2: Hosted by Precision Tax - Coeur d'Alene, ID

    • Journey to Investor Level by Precision Tax

    • Journey to Investor Level by Paar Melis

    • Journey to Investor Level by Lucrum Legal Accounting

    • Journey to Investor Level by Walters & Associates, CPAs

    • Journey to Investor Level by Schapira CPA

    • Journey to Investor Level by 20-20 Accounting Solutions
  • 3

    Group 3: Hosted by The Romine Group - Fort Wayne, IN

    • Journey to Investor Level by The Romine Group

    • Journey to Investor Level by Mosel & Ginn

    • Journey to Investor Level by Jadde Financial Solutions

    • Journey to Investor Level by Pagac & Company

    • Journey to Investor Level by Custom Accounting CPA
  • 4

    Group 5: Hosted by Hansen CPA - Denver, CO

    • Journey to Investor Level by Denman, Hamilton & Associates, CPA,mPLLC

    • Journey to Investor Level by CBH CPAs, Advisors

    • Journey to Investor Level by Lipins Partners

    • Journey to Investor Level by Gallacher, Bosen &Goodman, PLLC

    • Journey to Investor Level by Rainwater CPA
  • 5

    Group 8: Hosted by Numbers 4 Nonprofits - Madison, WI

    • Journey to Investor Level by Numbers 4 Nonprofits

    • Journey to Investor Level by Bassett & Associates P.A.

    • Journey to Investor Level by Sadowski & Company, LLC

    • Journey to Investor Level by Meilinger CPA

    • Journey to Investor Level by Lodder CPA

    • Journey to Investor Level by Red Bike Advisors

    • Journey to Investor Level by Lillyfield Accounting Solutions
  • 6

    Summit Framework of all firms

    • Consolidated SUMMIT of all firms