You have questions, and we have answers!

If there is something else you'd like to know, message us at rsvp@wardandsmith.com.

Who should attend?

This program is designed for closely held business owners and key executives; non-employee owners who are spouses or family members; couples in business; business or investment partners; and entrepreneurs.

If you are a service provider to a closely held business (i.e., attorney, insurance agent, financial advisor, CPA, etc.), please note that seats at the Summit are for closely held business owners and key executives, non-employee owners who are spouses or family members, couples in business, business or investment partners, and entrepreneurs.

How much does registration cost?

There is no registration fee for the Summit, but a confirmed registration is required. Visit the Registration page for additional information.

Is there a limit to how many people can come from one company?

Each person from a company must be registered to attend the Summit. If you received the invitation and would like to share it with others in your organization, please email rsvp@wardandsmith.com.

I'm traveling from out of town, where should I stay?

We've reserved a block of rooms at The Umstead for the evening of September 12. For more information, visit our Summit Venue page.

How do I get to The Umstead?

The Umstead is conveniently located and accessible from I-40. For more information, including driving directions, visit https://www.theumstead.com/about/hotels-cary-north-carolina.

Where should I park?

We will offer complimentary valet parking for this event. Additional information about parking will be sent via email prior to the Summit.

Will food and beverages be provided?

Our Summit will begin with a networking breakfast from 7:45 a.m. to 8:45 a.m. on Friday, September 13. Beverages will be served throughout the day, and lunch will also be served at the Summit.

Can you accommodate special dietary needs?

Most dietary needs can be accommodated. Email rsvp@wardandsmith.com to make necessary arrangements.

Will the Summit be recorded for later viewing?

The Summit will not be recorded for later viewing.

Can I follow the Summit on social media?

Please do! Follow @wardandsmith and use the hashtag #chbsummit on Twitter, Facebook, LinkedIn, and Instagram.

What ages can come?

We love kids, but this Summit is geared towards adults. There is no childcare available on site.

How do I make sure I'm on the mailing list for future summits and/or closely held business related mailings?

Easy! Just email rsvp@wardandsmith.com