A full day of training and exercises
Live facilitation from Carlos & Hector*
Workbooks and materials
Networking lunch and coffee breaks
Early previews and promos for REFRAME 2025
*Chicago and NY only
The U.S. Tour is a more intimate, hands-on workshop (20 people max per city), while the REFRAME Annual Conference is a large-scale multi-day event with 150 attendees. The tour is meant to bring the REFRAME experience to those who can’t travel to Miami or want early, personalized access to the ideas before the main conference.
Not at all! These events are designed for:
Solo practitioners
Small and mid-sized firm owners
Accountants transitioning into advisory
Professionals looking for clarity in positioning or pricing
All experience levels are welcome, but most attendees are those looking for growth, mindset shifts, and better strategic frameworks.