Leadership Conference 2022

More Profit. More Impact. Less Work.


Join WealthAbility® CEO Tom Wheelwright for an immersive three-day experience designed to guide you and your practice to the next level. Learn from experts on the hottest issues facing our industry today. Connect with peers who share your passion.
Get ready to grow like never before.

Learn from the best of the best

Tom Wheelwright Leadership Conference Speaker

Tom Wheelwright
CPA, CEO, WealthAbility®

Your Host & Moderator

Tom Wheelwright is the best-selling author of Tax-Free Wealth, a successful entrepreneur who has built and scaled multiple CPA firms. His passion is for transforming the financial services industry and helping other entrepreneurs make way more money and pay way less tax.

Geraldine Carter

David Cristello
Jetpack Workflow

David Cristello is the Founder and CEO of Jetpack Workflow (Inc5000 company), a cloud-based platform that helps accounting firms in 18+ countries manage all their recurring deadlines so nothing falls through the cracks. He is also the co-author of “Double Your Accounting Firm” and Host of “Growing Your Firm” podcast.

Brad Sumrok

Brad Sumrok, Entrepreneur and Real Estate Investor

Brad Sumrok is THE #1 nationally known educator and mentor for Apartment (Multi-family) investing. After beginning in 2002, he has owned/invested in over 4,200 units and received the NAA Independent Owner of the Year Award.

Dr. Sonny Spera

Dr. Sonny Spera

Dr. Sonny Spera is a private practice dentist in upstate NY, greater Binghamton area. He currently owns and maintains several service practices. He also coaches basketball and baseball in his free time as well as hosts a few podcasts – The Big East Rewind and the Fee For Service Dentist.

Geraldine Carter

Geraldine Carter
She Thinks Big Coaching

Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.

Geraldine Carter

Francesca Gino
Harvard Business School

Francesca Gino is an award-winning researcher and teacher, and a tenured professor at Harvard Business School. She is a best-selling author, most recently of “Rebel Talent: Why It Pays to Break the Rules at Work and in Life.” Her consulting and speaking clients include Bacardi, Akamai, Disney, Goldman Sachs, Honeywell, Novartis, P&G, and the U.S. Air Force, Army, and Navy. She has been honored as one of the world’s Top 40 Business Professors under 40 and one of the world’s 50 most influential management thinkers.

Geraldine Carter

Devora Zack
She Thinks Big Coaching

Devora Zack is a best-selling author, global keynote speaker, and leadership consultant. Her internationally released books, The Cactus and Snowflake at Work (Berrett-Koehler 2021), Networking for People Who Hate Networking, 2nd Edition (Berrett-Koehler 2019), Singletasking (Berrett-Koehler 2015), and Managing for People Who Hate Managing (Berrett-Koehler 2012) are translated into 45 languages. Awards include Forbes Top Networking book 2019, Forbes Top Five Self-Help Books, Top Five Business Books of 2016, and Top Ten Non-Fiction by the Washington Post

Geraldine Carter

Kirk Phillips
Global Crypto Advisors

Kirk Phillips, CPA, CMA, CFE, CBP is Managing Director of Global Crypto Advisors, a boutique crypto CPA firm and Principal in Blockchain Catalytics, LLC focusing on carbon credit tokenization. He is Author of the Ultimate Bitcoin Business Guide™, the AICPA Blockchain Fundamentals course, Lukka Library white papers and numerous other publications. He's a member of the AICPA Virtual Currency Task Force and AICPA~ISACA Blockchain Risk Working Group. Kirk regularly speaks, educates and provides resources for CPAs and attorneys about crypto and blockchain. Kirk is also Philadelphia City Leader for BitAngels.

Who is the Leadership Conference for?

At WealthAbility®, we’re on a mission to revolutionize the accounting industry.


Our vision is to support tax and financial professionals in building highly profitable businesses they love and helping their clients reach new levels of success.


If you’re a CPA or financial planner who wants something new for your business…



What makes WealthAbility® events so special?

“Tom’s class really opened me up to a new way of thinking about taxes even as a CPA. I am now a very transformative coach to my clients on how they should see their taxes… ”


“The way I am going to interview a prospective employee, has completely changed in the three days that I’ve been here.”


“The WealthAbility® clients are less fee-sensitive and just want it done right from the beginning. They want the advice, and they want to follow the advice.”


“It has helped me shift my practice to what we think we want to be in the future, to go more toward consulting, tax advising, becoming a relationship practice first and not a transactional practice. And with the WealthAbility® clients, we’ve definitely had that opportunity.”


Our Sponsors


Join us in person or virtually for the event, space for the in-person event is limited.

Ticket sales end at noon PDT May 5. Already a WealthAbility® Network member? We’ll contact you directly to register for this event.

* All states except: AR GU HI IA IL NY PA PR TX
Tom Wheelwright

Meet Tom Wheelwright, CPA

Tom is a tax and wealth expert, CEO of WealthAbility®, Rich Dad Advisor, Entrepreneur, International Speaker, Bestselling Author of Tax-Free Wealth and a leading expert on saving taxes and building wealth. Robert Kiyosaki, the best-selling author of Rich Dad Poor Dad, calls Tom “a team player that anyone who wants to be rich needs to add to his team.”


For more than 30 years, Tom has devised innovative tax, business and wealth strategies for sophisticated investors and business owners in the health care, real estate and technology fields. His professional experience includes Big 4 accounting, where he managed and led the professional training for thousands of CPAs at Ernst & Young’s National Tax Department in Washington, D.C., and serving as the in-house tax advisor for a Fortune 1000 company.


Tom also served as an adjunct professor in the Masters of Tax program at Arizona State University for 14 years, where he created the course for teaching multi-state tax planning techniques and personally taught hundreds of graduate students.


Where will the event be held?

I’ll be teaching from the WealthAbility® training facility in Tempe, Arizona. You’re welcome to join me there for an in-person experience, or you can choose to participate virtually.

What is the schedule?

Day 1: Thursday, May 12, 2022, 8:00 a.m. – 5:00 p.m. PDT

Day 2: Friday, May 13, 2022, 8:00 a.m. – 5:00 p.m. PDT

Day 3: Saturday, May 14, 2022, 8:00 a.m. – 12:00 p.m. PDT

Can serious education be fun?

Yes! Tom never got the memo that says CPE courses need to be delivered in a monotone voice or be bundled with an afternoon nap. We’re covering serious, life-altering information AND we’re having a blast while we do it.

I'm having a hard time justifying the time away from work. Will it be worth it?

Yes. I know it’s difficult to pull yourself away from work to spend money on outside education. However, unless you stay on top of what’s happening in the industry and the market, you cannot lead your team and provide your clients with the best guidance. This 3-day commitment will enable you to make important breakthroughs in your business. It is a must-attend event.

Can I bring a guest?

Yes! Our VIP tickets include registration for one guest (who is a CPA or financial professional).


Can I come if I'm not a CPA?

If you’re a tax professional or you own an accounting practice (or want to someday), you will fit right in.


How does the virtual format work?

The event is live, with all instruction taking place online. We’ve worked hard to create a collaborative environment where you can get your specific questions answered. You’ll receive an email the day before the event with login instructions and any needed materials.


Will I benefit if I attend virtually and not in person?

Yes! We all know there are extra benefits of attending events in person such as networking and collaboration before and after the formal sessions. However, the leadership strategies and technical insights — and how to apply them in your practice — will benefit you whether you attend in person or virtually.


Do I have access to all the training if I attend virtually?

Yes, all information and presentations provided to in-person attendees will be provided to virtual attendees.


I am a member of the WealthAbility® Network. Do I get any special benefits?

Yes! WealthAbility® Network members have first access and preferred pricing for all of our events. If you’re not yet a member and are interested in learning more, click here to schedule a call to learn more about membership options.


Can I earn CPE credit?

Absolutely! The event is eligible for 21 CPE credits where states allow. (It’s not available in AR, GU, HI, IA, IL, NY, PA, PR, TX) 


Our Guarantee

We are so confident you will love this program that if you attend the first day's sessions and aren't 100% satisfied, we will refund your ticket.

Develop Better Clients. Build A Better Practice. Have A Better Life.