This is not a webinar!

Where else can you get real networking in a national peer driven ecosystem during the pandemic?

  • Networking in a COVID-19 world.  Live chat capabilities to interact directly with the speakers, sponsors and other attendees.
  • Shaping new normal thought leadership conversations.
  • Up to 10 hours of On Demand CE for as little as $25 a credit hour. CE approved for CPE, CLE, CFP.
  • Direct access to thought leaders in industry that you don’t otherwise have access to.


Registration is open to Trusted Advisors, Lawyers, CPA, Accountants, Consultants

The Live Events + 3 On Demand CE Courses are Free!

Purchase the additional CE Courses for only $49!



Shown in Mountain Standard Time

8:00 am – 9:00 am
Governor’s Panel
Lt. Governor Spencer Cox

David Sowerby – Ancora

9:10 am – 10:00 am
Anticipate the Future: Economic Advisor’s Panel

With a VP of economic and public policy from the banking sector, a healthcare economist, and facilitated by an international fund manager, this is certain to be a diverse and insightful panel. In this session, they will be discussing the critical considerations facing us all as we embark on restarting and reinvigorating the global economy.

Alan Lewis
Josh Feldstein
Peter Reichard
Robert Spendlove

10:10 am – 11:00 am
“Ask the Expert” Mastermind Sessions
11:10 am – 12:00 pm
Leadership In Uncertainty: The Entrepreneur’s Perspective

Join us as we speak with a panel of business owners and top-tier executives who have found a way to pivot early and thrive amidst adversity. Learn tips that will help you cultivate an agile culture that focuses more on core skill-sets and process in order to develop an organization that is capable of identifying and seizing opportunities as they present themselves.

Steve Conlin – Ogden’s Own Distillery Inc.
Isaac Childs – Rustico
Greg Nielsen – TeligentIP

12:15 pm – 1:15 pm
Great Leadership, Great Success: Keynote Presentation

Join us as we welcome Marine Corps Captain and leadership development specialist, Angie Morgan. She will be sharing her insights on leading from the front, and inspiring the spark of passion within your teams.

Angie Morgan

On Demand

CE Certified Course Options

Click course title to view description.

Keynote Speaker for Trusted Advisor Summit May 28, 2020



Angie learned how to lead in the United States Marine Corps. Following her time in uniform, she’s worked with businesses around the globe helping to inspire greater leadership practices at all levels. Her dynamic, engaging, and high-energy sessions inspire audiences to reach their fullest potential in all areas of their life.

Angie is the author of Leading from the Front and SPARK. She delivers impactful keynotes and results-oriented workshops on the topics most relevant to leaders. Her work has been published in Harvard Business Review and Newsweek; she’s been a featured guest on CNN, CNBC, and FOX.

As the co-founder of Lead Star, she advises business leaders on talent development strategies that drive business results. When she’s not working, Angie can be found training for her next marathon.

In partnership with a global network of banks, software providers, hr companies, PEO firms, marketing firms, Blue Sky Business Resources would like to present the Elevate Summit for Maximizing Business Value, Trusted Advisors edition.


Blue Sky Business Resources is not affiliated or endorsed by PAS, Guardian, or Mountain West Advisors and opinions stated are their own.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC .  OSJ: 10 HUDSON YARDS, NEW YORK, NY 10001, (212) 919-3076. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  Mountain West Advisors is not an affiliate or subsidiary of PAS or Guardian. Mountain West Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.  Consult your tax, legal, or accounting professional regarding your individual situation.

Join Us at the Virtual Event


Continuing Education Units

You will learn
Business Planning
Business Strategy
Mergers and Acquisitions
Exit/Sale, Transaction, Transitioning


Get high continuing education credit value out of only a half day commitment. Elevate your returns with your clients. Increase the value of your services. Learn from national industry experts about business planning, full life cycle strategy, and how to best foster client success through transitional business situations.