Scaling New Heights 2025 is set to be a game-changing event for accountants, bookkeepers, and financial professionals. Taking place June 22–25 at the Orlando Marriott World Center in Orlando, Florida, this year’s conference promises an immersive learning experience that blends cutting-edge education, world-class speakers, and hands-on technology showcases.

With the theme "Make It So!", the conference challenges professionals to turn vision into reality—whether by refining their business models, implementing better technologies, or preparing for long-term success.

Scaling New Heights is not just about learning new skills; it’s about creating a firm that aligns with your ideal vision and taking tangible steps toward achieving it.

An Educational Experience Built for Growth

The training at Scaling New Heights 2025 is synergized with the Woodard Ideal Practice Model™, a framework designed to help firms optimize every aspect of their operations. The conference’s educational tracks will guide attendees through:

• ‍Ideal Practice & Brand – Defining your firm’s mission, values, and brand identity‍
• Ideal Services – Expanding or refining service offerings to maximize value‍
• Ideal Clients – Identifying and attracting the right clientele‍
• Ideal Processes – Implementing best practices for efficiency and scalability‍
• Ideal Technology – Leveraging the latest innovations to streamline workflows‍
• Ideal Team – Building a strong, motivated, and high-performing team‍
• Ideal Engagement – Enhancing client relationships through advisory and consulting services
  

In addition, Scaling New Heights 2025 will feature a dedicated track on succession and exit strategies, helping firm owners prepare for the future, whether that means passing the business to the next generation, merging with another firm, or planning for a sale. With over 100 training sessions, attendees will leave the conference with a personalized roadmap for implementing changes that align with their firm’s goals.

Joe Woodard, host of Scaling New Heights, expressed his enthusiasm for this year's lineup:

“I and the team here worked diligently to review about 500 session submissions and selected the best 100 of those sessions. I'm convinced we have assembled the best lineup of training in our 16 years as a conference.”

The Largest Technology Showcase in the U.S.

Scaling New Heights 2025 will feature the largest accounting technology showcase in the United States, with over 150 exhibitors.

Attendees will have the opportunity to:

• Explore cutting-edge accounting and financial technologies
• Discover AI-driven solutions, automation tools, and workflow optimizations
• Test new products and compare solutions that enhance efficiency and client service
• Meet with software providers to discuss custom solutions tailored to firm needs
  

This exhibit hall is a must-visit for any professional looking to stay ahead of the curve and implement the most effective tools in their practice.

‍Inspiring Keynote Speakers

Scaling New Heights is known for delivering more than just technical education—it also provides inspiration and motivation to help professionals reach their full potential. Two dynamic keynote speakers will share their expertise on productivity, resilience, and overcoming obstacles.

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David Allen – Mastering Productivity & Focus

David Allen is a world-renowned productivity expert and author of the bestselling book Getting Things Done. His time-tested methods have helped professionals worldwide increase efficiency, manage workloads, and reduce stress.

At Scaling New Heights 2025, Allen will share strategies for prioritization, organization, and eliminating distractions, offering attendees a clear system for staying in control of their time and tasks. His approach is particularly valuable for accountants and bookkeepers juggling multiple clients, deadlines, and responsibilities.

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Chaunté Lowe – Resilience, Perseverance & Overcoming Challenges‍

Chaunté Lowe is a four-time Olympian, American record-holder in the high jump, business owner, and breast cancer survivor. Her journey of overcoming obstacles, pushing past limits, and embracing change is both powerful and deeply relevant to business professionals.

Lowe’s keynote will encourage attendees to develop a mindset of resilience, embrace challenges as opportunities, and push beyond perceived limitations. Her story is a testament to the importance of adaptability and determination—two qualities essential for success in the rapidly evolving accounting profession.

The Scaling New Heights Experience

Beyond the education and keynotes, Scaling New Heights 2025 offers a unique experience that goes beyond traditional conferences.

• Hands-On Learning – Many sessions will feature interactive components, ensuring attendees leave with actionable skills
• Technology Showcases – Explore the largest accounting technology exhibit in the U.S.
• Networking Opportunities – Connect with industry leaders, solution providers, and peers who share a passion for growth and excellence
• Advisory-Focused Approach – Learn how to transition from compliance-driven services to high-value advisory offerings
  

Who Should Attend?

Scaling New Heights 2025 is designed for:

• Accountants, bookkeepers, and CPAs looking to refine their firms and service models
• Firm owners and leaders seeking strategies for growth, efficiency, and succession planning
• Professionals interested in advisory services and high-value client relationships
• Technology-focused accountants who want to leverage automation and AI to improve workflows
  

Join Us in Orlando

Scaling New Heights 2025 is more than just a conference—it’s an opportunity to redefine your firm, embrace new strategies, and connect with industry leaders.

Whether you’re looking to grow your practice, improve client relationships, or future-proof your business, this event provides the tools and inspiration to make it happen.

Dates: June 22–25, 2025

Location: Orlando Marriott World Center, Orlando, FL