Professional Advisor Intensive Cohort Program
Now booking for 2027!
Embolden’s six-week cohort programs are offered three times per year starting in January, April, and September.
Interested?
Please contact Kelli Cavey at kcavey@embolden.com to learn more or reserve your spot. We’d love for you to join us!
About this program
Embolden is excited to bring together a select cohort of community foundation professionals for a six-week intensive educational and practical program to both learn and implement strategies to deepen engagement with professional advisors.
Facilitators
The sessions in this program are faciliated by Kelli Cavey and Laura McKnight, both of whom are former estate planning attorneys and also held executive-level leadership positions at large community foundations. They’ve been in your shoes! Kelli and Laura are frequently joined by guest faciliator Josh Dukelow, who leads the advisor engagement program at the Community Foundation for Greater Atlanta.
Ideal participant
This program is open to community foundation representatives ready to dive into professional advisor engagement strategies, take their community foundation’s program to the next level, and build long-lasting relationships with peers. The ideal participant is a community foundation professional, regardless of tenure, who is new to professional advisor engagement or would like to advance their community foundation’s approach to engaging with professional advisors.
Learning objectives
Examples of learning objectives include:
Understand the different types of professional advisors, what matters to them, and how to position the community foundation as a trusted resource.
Identify and prioritize professional advisors, including opportunities to expand relationships and generate more referrals.
Build confidence in the legal, tax, and financial concepts needed to have Meaningful Conversations with professional advisors.
Have Meaningful Conversations with professional advisors that strengthen relationships, open doors, and lead to more referrals.
Make the most of marketing, communications, and events to create opportunities for professional advisor engagement.
Put it all together with a practical professional advisor engagement plan, including clear priorities, next steps, and goals to keep the momentum going!