LIVE EVENTS & TRAINING
Where CPAs and Financial Advisors Come to Get Better
Excel Empire runs a small number of live training events each year, intentionally limited, never recorded, and designed to produce results you can't get from an online course.
UPCOMING EVENTS
Upcoming Trainings, Workshops, And Advisor Events
Registration status and availability are shown on each card. Spots fill fast as these events are intentionally small.
Open
CTBA Training & Certification
Earn your Certified Tax & Business Advisor designation in a 4-day intensive live training event in Clearwater Beach, FL.
Duval Conference Center - Clearwater Beach
CTBA Training & Certification
Open
Excel Empire Mastermind
Two and a half days in West Palm Beach with the people who are serious about building something real. Strategy, peer access, and no wasted time.
West Palm Beach
Mastermind
Coming Soon
Advanced Sales Training
Four days built for financial professionals who are ready to close bigger, faster, and with higher conviction.
Florence Kentucky
Sales Training
Coming Soon
CTBA Training & Certification (Fall)
CTBA Training & Certification heads to Florida for a fall session. Registration details coming soon.
Duval Conference Center - Clearwater Beach
CTBA Training & Certification
For Qualified Agents
Founder's Cruise
An invitation-only retreat for Excel Empire's top producers. Setting sail from Fort Lauderdale in January 2027. Dates and details announced to qualified members only.
Fort Lauderdale
Invitation Only
WHY EXCEL EMPIRE TRAINS LIVE
The Room Is Part of the Training
Tax strategy and consultative sales are pattern-recognition skills. You do not build them from video courses or PDF playbooks. You build them by watching an expert work a room, by practicing real scenarios live, by sitting next to an advisor who has already navigated the situations you are working through. Excel Empire runs a small number of events each year, intentionally capped, and structured to produce results that simply do not come from sitting alone at a screen.
Thousands
Advisors trained by our faculty
20+
Years in the Industry
40 or Fewer
Attendees per event, by design
No Recordings.
Ever.
The content taught at Excel Empire events is proprietary. It is not live-streamed, it is not recorded, and it is not published after the fact. What happens in the room stays in the room. That is intentional, and it is worth showing up for.
The Cohort Is Part of the Curriculum.
You are not just learning from the faculty. You are in the room with other serious, high-producing advisors who have already worked through the same challenges. The conversations, the peer questions, the connections you leave with are part of the curriculum.
The Curriculum Is the Value.
At most industry events, the education is the warm-up and the product pitch is the point. At Excel Empire, what you came to learn and what we do professionally are the same thing. You leave with the strategies. That is the whole point.