2019 2020 PARTNERSHIP GUIDE - Woodard
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2019 - 2020 PARTNERSHIP GUIDE
We deliver world class professional education through local training, national
Education conferences, and virtual experiences. We train small business advisors to develop
cutting-edge, highly innovative, and vibrant practices that transform small business.
In addition to our extensive training on practice growth, practice development, and
technology trends, Woodard partners with leading software developers like Intuit®
to provide certification training and advanced product training on solutions highly
relevant to small business.
Our coaching program – Woodard Institute – provides education, systems,
Coaching processes, and tools to equip small business advisors to better manage their
practices, extend value to their clients, develop specializations, grow their practices,
and increase profitability. Woodard Institute also offers an interactive, peer-
led community where advisors with shared practice goals and visions exchange
ideas, provide guidance, and encourage each other along the journey to the next
"versions" of their practices.
We offer free, powerful resources designed specifically for small business advisors.
Resources Our online resources include a video case study called Tech Makeover and a podcast
series based on our annual Scaling New Heights® Conference. In keeping with the
theme of Scaling New Heights 2019, Woodard also hosts a slate of resources on its
site for "The Transformative Advisor" including a webinar series, a podcast, and an
article Series.
At Woodard, we understand the power of a strong community of experts and small
Community business advisors working together. Our two community programs – Woodard
Alliance and Woodard Groups – provide interaction between professionals
through both small, localized meetings, and a global online community platform.
The members of our professional community share ideas, cross-refer specialized
services, exchange information, and foster high impact, long-term relationships.
Main Stage: Scaling New Heights 2017
About Woodard™
The Woodard organization is driven by a singular vision “to transform small businesses through small business advisors.”
This vision encompasses businesses ranging from startups to those doing as much as $50 million (or more) in annual sales,
providing Woodard and its advisor community with a wide-reaching opportunity to radically impact businesses throughout
the world.
As an extension of Woodard’s vision and mission, we partner with companies that offer solutions and services to small to
medium-sized businesses (SMB) and to the advisors who support the SMB. These partnerships are key to Woodard’s ability
to empower small business advisors and to provide the SMB (through the advisor community) with much needed software
solutions and support services.
The Partnership Opportunity
By partnering with Woodard and its advisor community, you can extend and accelerate your reach throughout the SMB,
increase close rates through pre-qualified lead generation and, subsequently, reduce cost of sales. If you couple this
expanded reach with a Woodard-managed advisor channel strategy, you will create more sustained and predictable lead
generation while reducing customer churn. An empowered, equipped channel will also reduce case load for your customer
service and technical support teams.
We encourage you to explore the opportunities in this partnership guide and work intentionally with our team to design ideal
strategies to meet your marketing, channel development, brand development, and product development goals.
About Joe Woodard
As an author, consultant, Intuit contractor and national speaker, Joe has trained over 150,000
accounting professionals in the areas of practice development, changing technology trends,
and maximizing the use of Technology in their accounting practices.
Joe regularly publishes articles for various publications and has been featured repeatedly
in Insightful Accountant, Accounting Today, and AccountingWEB, in both articles and in video
interviews.
Joe's title is Catalyst, Advisor Empowerment - Executive Team at Woodard. The Woodard organization delivers cutting-
edge education, coaching, resources, and a community for small business advisors and small business owners within the
accounting profession. In 2012, 2014 - 2018 Joe was recognized by Accounting Today as one of the Top 100 Influencers within
the accounting profession.
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 3 woodard.com/partner | Docusign - woodard.com/partnernow
COMMUNITY
Woodard Alliance
Woodard Alliance is an independent community of small business advisors offering its
members a powerful slate of tools, systems, and shared knowledge. Our partnership with Woodard
Knowledge Exchange Alliance is making a big
Woodard Alliance offers its members an exclusive, searchable online knowledge difference in our launch of Liscio.
exchange leveraging Microsoft’s powerful Yammer platform. Members use this I highly recommend working
environment to with this top tier community of
• Share ideas business advisors!
• Cross-refer specialized services
-Chris Farrell
• Exchange technical information
CEO, Liscio
• Share tips and tricks…and more.
Online Education
Woodard Alliance offers its members a live, online unique and high impact monthly
learning experience that includes:
• A monthly QuickBooks update presented by Various Intuit leaders
• A practice development topic presented live by Joe Woodard
• Highly advanced product training on QuickBooks and Excel.
Conference Savings
Woodard Alliance members enjoy a 10% discount on the internally renowned Scaling
New Heights conference that offers:
• Hundreds of unique breakout session A L L I A N C E PA RT N E R S
• Exploration of over 100 small business innovations
• Powerful Main stage experiences
• Build Professional Relationships…and More!
Included Software
Woodard Alliance members enjoy included and discounted practitioner solutions.
Software benefits for Woodard Alliance members equip you to:
• Enhance services for 3 clients with powerful, QBO-integrated analysis reports from
MyAdvisor.
• Share QB Desktop with one client (without Portable, Backup or Accountant Copy
files) with Qbox.
• Enhance client collaboration for 5 professionals (and unlimited clients) with Liscio’s
chat and file exchange.
Call us for details about becoming an Alliance Partner - no cash involved.
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 4 woodard.com/partner | Docusign - woodard.com/partnernow
Woodard Groups Groups
Woodard Groups are local, face-to-face networking communities for small business
advisors. Woodard Groups foster deep, long-term networking relationships that focus throughout
on the members’ shared passion around the success of their small business clients. By the U.S.
interacting throughout the year – and at a local level – the professional relationships
our members build in local groups are unique, enduring and high impact. Akron, OH
Austin, TX
The Opportunity for Solution Developers Baltimore, MD
Most group meetings offer an in-depth training segment. Topics often include technical Boise, ID
training on small to medium-sized business technologies, with an emphasis on products Denver, CO
that integrate with various accounting packages. Woodard Group meetings are a great Las Vegas, NV
place to demo products, deliver presentations, and/or host a lunch or evening social. Lexington, KY
Los Angeles, CA
Product Price Louisville, KY
Miami, FL
Personal Introduction to Group Leaders $1,000 / Group
Northeast Atlanta, GA
Multiple Group of National Group Participation Call for Pricing West Atlanta, GA
Accountant & Bookkeeper Symposiums Call for Pricing Portland, OR
Boston, MA
Rochester, NY
Salt Lake City, UT
Accountant & Bookkeeper Symposiums San Francisco, CA
These localized small group discovery sessions, provide an intimate atmosphere San Diego, CA
where you can feature your solution or service and network with influential Santa Barbara, CA
accountants and bookkeepers. These "super" Woodard Group meetings are Houston, TX
a great way to feed (or seed) channel programs, glean feedback from highly Northern NJ
experienced small business advisors and generate referrals. NW Arkansas
Grand Rapids, MI
Chicago, IL
For information on how you can partner with Woodard Groups, ... and more!
contact us at 404-857-0700.
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 5 woodard.com/partner | Docusign - woodard.com/partnernow
COACHING
Woodard Institute
Our coaching program - Woodard Institute - provides education, systems, and tools
to equip small business advisors to better manage their practices, extend value to To be empowered as a
their clients, develop specializations, grow their practices, and increase profitability. ProAdvisor, there is no better
Woodard Institute also offers an interactive peer-to-peer community to guide small training, hands down, than
businesses in their journey of their practice and the next version of themselves as Woodard Institute.
professionals.
-Deborah Defer
Professional Development Program If you are willing to explore your
There are multiple programs and multiple educational tracks to help small business professional relationships with
advisors achieve their goals. Programs include on-demand video training, peer group clients and your team these
collaboration, facilitated case-studies, best practice guidelines, and hands-on learning of courses are a must.
systems and technologies.
-LeAnn Andrews
The Institute path begins with a series of intensive courses focused on professional and
personal planning, practice strategies, and practice development. These courses and
all training within Woodard Institute include highly interactive virtual coaching and
mentoring within team environments, individual exercises, and group exercises. These
courses also include field exercises with clients and exhaustive reading plans.
The Advisor's First Year in Woodard Institute
The list of Woodard Institute's courses (required and electives) is extensive and are too lengthy to detail in this guide,
but each Institute member begins their journey (Year 1) with the following, foundational practice development
courses.
PD101 - Personal Planning and Development: Engineering the Next Version of Yourself
PD102 - Designing a Scalable, Efficient and Effective Practice: Engineering the Next Version of Your Firm
PD103 - Personal Result Strategies: Engineering a More Efficient Personal Process
PD104 - Sales and Marketing for Professional Services: Engineering the Clientele You Want
PD105 - Business Development Strategies: Engineering Lasting Results through Business and Marketing Plans
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 6 woodard.com/partner | Docusign - woodard.com/partnernow
E D U C AT I O N
Education
We deliver world-class professional education through local training, national
conferences, and virtual experiences. We train small business advisors to develop
cutting-edge, highly innovative and vibrant practices that transform small business. Joe Woodard and his team
In additional to our extensive training on practice growth, practice development and have deep connections with
technology trends, Woodard partners with leading software developers to provide Accounting advisors, including
certification training and advanced product training on solutions highly relevant to QuickBooks ProAdvisors, which
small and medium sized businesses. gives them the ability to provide
unparalleled insights. They
have helped us build programs
Services for Events and Education (Call for Details) that create real benefits to both
Our event production expertise and knowledge of the accounting profession uniquely
advisors and their clients. We all
position us to provide highly effective, customized events, conferences, and seminars
win when this is done right!
for accountants, bookkeepers, and small business owners.
- Stephen King, CPA, CEO &
Woodard offers turnkey consulting and event planning services. Engage us around:
President of GrowthForce, LLC
• Virtual Conferences • Training Strategies for Your Product or Service
• Corporate Retreats • Curriculum Development
• Symposiums • Certification Events and more
• Summits
Begin Now!
We want you as a partner!
The software solutions and services you provide small businesses equip our community of accountants and
bookkeepers to make a significant difference with their clients, and our educational programs – especially the annual
Scaling New Heights® Conference – are a powerful way to:
• Energize and Focus Your Marketing
• Build and Expand Your Advisor Channel, and…
• Scale the Influence and Reach of Your Organization
Visit woodard.com/partnernow today!
Reach out today…and let’s get started!
Jeff Edmonds
404-418-6210 (Direct)
jedmonds@woodard.com
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 7 woodard.com/partner | Docusign - woodard.com/partnernow
®
Scaling New Heights Conference
The Scaling New Heights Conference is a unique, technology-centric training experience that also includes practical, cutting-
edge professional education. Scaling New Heights fosters networking relationships among the most successful accountants
& consultants in the country and provides resources that empower professionals to grow their practices and provide higher
levels of value to their clients.
Key Demographics
Attendee Firm Size Attendee Client Size New Attendees
About 30% of the conference Our attendees support small to Averaging 50% first time
attendees are sole practitioners. medium-sized businesses ranging attendees per year, the Scaling
Over 40% of our attendees are from start-ups to those generating New Heights Conference provides
from multi-professional firms and up to $20 million in annual sales. you with access to new accounting
25% have over 10 professionals in Given the strong participation of contacts each and every time
their firms. On the top end of the Intuit’s Premier Reseller channel, you sponsor. Also, our veteran
demographic, ten of the largest our attendees often support attendees explore new products,
100 CPA firms in the country numerous clients in the emerging learn about product updates
attended the 2018 event. business market. and invest in new consulting
opportunities.
Attendees by Service Type
Bookkeeping
Tech Consulting
Tax Prep
Advisory Services
Full CPA*
Note: Most attendees are represented in multiple categories above.
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 8 woodard.com/partner | Docusign - woodard.com/partnernow
Speaking Opportunities Host a Main Stage Session $20,000 Our Main Stage sessions draw about 80% of our conference attendees and reach an additional audience of thousands of accountants who watch the live stream through our conference website. Sponsorship Includes: • A 10-minute Main Stage • During Walk-in and exit, verbiage • License and embed code to embed your presentation on the screen reads “This Main Main Stage presentation on your website • Recognition as a Main Stage Stage session is brought to you by • Chair drop provided by the sponsor presenter on the conference [your company logo]” placed on each attendee’s seat website and in the conference app • Your main stage presentation added to our video learning series used by Woodard Groups throughout the U.S. Main Stage Talk $10,000 During one of the Main Stage sessions, a representative from your company will present an inspirational or educational topic. Although you won't be able to mention your brand during the talk, your highly engaging and entertaining presentation can optionally include an invitation to join you at your booth for follow-up questions or comments. You can also conclude your talk by offering attendees a special gift or resource available at your booth. Your talk will reach our onsite audience of over 1,000 accountants and bookkeepers. You will also reach thousands of accountants and bookkeepers who view the live stream of the main stage. Power Breakfast Presentation We host very popular training options called "Power Breakfasts" from 7:00 to 7:50 AM on Monday through Wednesday of the conference for sponsors in the Elite, Partner, Premium and Diamond levels. During your session, you can provide a detailed demonstration of your solution in a way that emphasizes the value of your solution. One Power Breakfast is included in Diamond and Premium sponsorship packages. WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 9 woodard.com/partner | Docusign - woodard.com/partnernow
Exhibit Hall Sponsor Opportunities Themed Networking Experience on the Conference Exhibit Floor - call for pricing The Scaling New Heights® Conference offers a high-profile, highly-trafficked networking hub on the conference exhibit floor. Your conference sponsorship includes: • Promotion of the space by Woodard Events on the • Promoted posts in the conference app encouraging conference app people to visit the space • Promotion of the space by Joe Woodard during the opening • Two additional exhibitor passes to staff the space main stage session (optional) • Points for our exhibit floor passports/contests to encourage • Marquis branding for the networking hub foot traffic Featured Station - call for pricing The featured station sponsorship is a great way to connect and interact with the attendees during the conference. This sponsorship provides you with a highly visible branding opportunity and a heavily trafficked footprint. This feature will drive traffic to your booth with a huge promotional footprint on the conference. You can get creative with your station or use one of these examples: • Specialty Coffee Station • Charging station for phone and other devices • Floor clings on show floor • Selfie Station • Branded napkins • Other? Let us know if you have ideas WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 10 woodard.com/partner | Docusign - woodard.com/partnernow
Socials Conference Social Sponsor (call for pricing) Woodard Events will facilitate and promote your social to everyone attending the Scaling New Heights® Conference. We will help you select the venue, food and beverage, and theme for your event in addition to promoting the event on the Scaling New Heights website. Custom VIP Event (call for pricing) Woodard Events will facilitate, promote, and coordinate your VIP event. Woodard will select a group of attendees - ranging in size from 10 to 25 - based on your specific networking and market development goals. VIP Event participants represent our most engaged and loyal conference attendees and community members. First Time Attendee Orientation Breakfast Help us welcome our conference attendees with a Sunday morning orientation and breakfast. Sponsor has the opportunity to brand the event, seat/table drop and 5-minute presentation. Private Social Woodard will help you create a private party for a selected group of attendees. Examples include groups like SNH Instructors, Members of the Intuit Trainer/Writer Network, Large Organizations, etc. WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 11 woodard.com/partner | Docusign - woodard.com/partnernow
Digital Ads
Streaming Video Sponsorships
During the week of the annual “Scaling New Heights® conference we provide a stream of conference-related content on the
Woodard.com website. The channel runs live throughout the four days of the conference, which is also available on demand
throughout the year. This highly promoted streaming channel is heavily attended with a viewer base larger than our on-site
audience.
Title Sponsor - $20,000
• Mentions and "thank you" references during streaming • Streaming video opportunity with Joe Woodard
events that take place between main stage sessions. • Optional registration promo ad with lead capture.
• Option to run up to 10 video advertisements per day on • Most prominent banner ad on the Streaming Page(See
our streaming channel between live events. "Banner Ad" below for more information)
• "Brought to you by” branding
*Content subject to Woodard Events approval
Banner Ad - $3,000
Your sponsorship includes branding and advertising placements on the streaming page of the conference site. Through
your advertising placement you can optionally make a lead-generating offer to the streaming audience (with a
response form).
Conference App $250 - $10,000
Our custom-designed conference app is central to each attendee’s experience throughout the
show. Attendees manage contests, training schedules, session handouts, session evaluations,
social media, and peer-to-peer networking through the app. As a result, attendees log into the
app, on the average, over 20 times per day during the conference.
Option 1: Primary Sponsorship $10,000
Stationary logo on main screen. 3 text messages to the entire audience to drive booth traffic.
Examples of what you might promote include: a speaking spot, drawing, or special offer at your
booth. One Banner Ad.
Option 2: Banner Ad $1000
A banner ad displayed in the app, which includes a hyperlink to a website or PDF provided by
sponsor.
Option 3: Text Alert $250 per
Text messages alert "push" during the conference.
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 12 woodard.com/partner | Docusign - woodard.com/partnernowDigital Ads Online Sponsoring Virtual Conferences Through Scaling New Heights Online, we leverage a powerful, state of the art online training platform to offer many of the key value propositions of Scaling New Heights (premise) conference like in-depth education, community and software exploration. The conference reaches over 1,000 accounting professionals and provides comprehensive training on small business technologies, practice development and practice growth. Call us about ways you can reach and train accounting professionals through Scaling New Heights Online. Webinars (Call for Pricing) Woodard offers nationally renowned webinars for accountants that seat 500-1,000 per webinar. Webinars focus on both technology and practice management topics and are designed to educate and equip small business advisors. These free training events provide an opportunity for our sponsors to: • Direct the content, working with Joe Woodard, to focus on your product’s value proposition. For example, if your product focuses on sales tax management, the webinar could be an update on South Dakota vs. Wayfair. • Optionally, provide a subject matter expert to present or to be interviewed by Joe Woodard. • Gather hundreds of leads. During the webinar Joe will personally speak about the value of your product and present a poll where attendees can express an interest in learning more. WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 13 woodard.com/partner | Docusign - woodard.com/partnernow
Scaling New Heights Sponsorships
Elite Partner $100k Partner $50k
Note: Retail value at a la carte pricing in brackets ($$) below package price.
($137,750+) ($65,250+)
Booth Size 20x20 20x20 or 10x20
Placement Island Island 20x20 or Prominent
Number of Passes 20 15
Company listed on SNH website • •
Lead capture through conference app • •
Additional badges for company employees at discounted rate of $400* 20 10
Booth Setup and First 50 Leads Booth Setup and First 25 Leads
Option for SNH Online booth ($750 Booth Setup plus $10 Per Lead)
Included Included
Option to Host Private Social** Included $2,000
Power Breakfast Session • •
Industry Press Interview • •
Social Media Amplification 3 Posts/Likes 2 Posts/Likes
Push notification on conference app 2 1
Chair Drops 1 Breakout 1 Lunch
Session Host with 10-Minute
Main Stage*** 10-Minute Keynote
Keynote
Mention in 3 episodes with Branding Mention in 1 episode with
Podcast Sponsorship
on Podcast Page Branding on Podcast Page
Lanyards, Conference Entry Branding, Column Wraps, Exhibit Hall Arch, Pick 1 Pick 1
Conference App, Welcome Social (Pick Before none-elite Partners) (Pick after Elite Partners)
One 50-Minute Session & Two
Training or Certification Sessions One 100-Minute Session
100-Minute Sessions
Dedicated Pre-Conference Registrant Email •
Dedicated Preconference Seat Drop to Registrants •
Interview with Joe Woodard •
Pre-Conference or Post-Conference Webinar (Marketed to 25k Advisors) •
Live Stream Sponsor •
*Sponsor badges are available only to full time employees of your organization who are attending the show to represent your company/product
during the conference.
**Hosting/Admin Fee Only. Does not include Food and Beverage cost. Limit 20 people.
*** Main Stage Host includes branding, speaking, chair drop and main stage mention from conference host whre the host will encourage attendees
to visit your booth and streaming viewers toward an online call to action.
A la Carte (Not Available to Innovation Alley Sponsors)
Power Breakfast Session $5k
Feature Station (ex: selfie station, coffee bar) $5k (plus expenses)
Chair Drops $3k Breakfast, $4k Lunch, $5k Breakout
Certification Session(s) (1,2, or 3) $7k, $12k, $15k
Conference App Sponsor $10k
Conference App - banner ad $1k
Conference App - text push $250 / push
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 14 woodard.com/partner | Docusign - woodard.com/partnernowPremium $35k Diamond $20k Innovation Alley
Gold $10k Silver Plus $7k Silver $5k
($39,500+) ($22,250+) $2.5k
10x20 10x20 10x10 10x10 10x10 Tabletop
Prominent Preferred Preferred Standard Corner Standard Inline Innovation Alley
10 8 4 2 2 1
• • • • • •
• • • • • •
6 5 4 3 2 1 Included and Limit
Booth Setup and first
Booth Setup Included Booth Setup $375
10 Leads Included
$2,500 $3,000 $3,500 $5,000 $5,000 Not Available
• •
• •
1 Posts/Like 1 Posts/Like
1 1
1 Breakfast
10-Minute Keynote
Al a Carte (Not Available to Innovation Alley Sponsors)
Host - New Member Orientation (about 400 Attendees) $10k
Private Social (20 person cap) $5k (plus expenses)
Main Stage - Host $20k
Main Stage - Speaking only $10k
Conference Branding - Entry or Column Wrap $20k each
Pre-conference Webinar $10k
WOODARD • 2019 / 2020 PARTNERSHIP GUIDE 15 woodard.com/partner | Docusign - woodard.com/partnernowWOODARD • 2019 / 2020 PARTNERSHIP GUIDE 16 woodard.com/partner | Docusign - woodard.com/partnernow
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