Events

Virtual Summits. Retreats.

Charles Financial Strategies LLC’s summits are designed to develop your workforce’s leadership and technical skills to progress professionally and personally. Our process is well-structured and employee-centric to promote the leadership skills to be productive at the workplace, to increase job satisfaction, employee retention, promotion potential, and to improve employee and company efficiency and ROI.

Mastering Emotional Intelligence & Transform our Life


The Leadership MEQ Series: Mastering Emotional Intelligence & Transform our Life Step into a powerful two-day experience on March 4–5, 2026, where emotional intelligence meets intentional leadership. This summit brings together world-renowned experts and visionary thought leaders to guide you through the transformative journey of mastering emotional intelligence.

Designed for professionals and change-makers at all levels, the event will equip you with the tools to elevate your personal growth, leadership impact, and career success.

Leadership MEQ Series event announcement with dates and times, hosted by Charles Financial Strategies LLC, featuring chess background.
  1. TBD

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Dr. Sabine Charles

Emotional Intelligence and Leadership

Developing Future Leaders

Stacie Caper

Communication Mastery for Leaders

Coach Vuyanzi Rodman

The Mindset & Strategy for Transformational Growth

Ali Glaser

Mastering Time and Energy Management

Dr. Mauriciere de Govia

Resilience Cultivates Leadership

Cynthia Angulo

Transforming Challenges into Opportunities

Schedule for Leadership MEQ Summit Day 1 with sessions and breaks listed between 9:00 AM and 12:00 PM.

Rumbi Petrozzello

Finding Success in Inclusive Leadership

Learning Objectives

Level-up Internal Audit Summit 2026

From Compliance to Strategic Value: Internal Audit as a Growth Enabler

Learning Objectives

Leadership MEQ Series event announcement with dates and times, hosted by Charles Financial Strategies LLC, featuring chess background.
Embedded Button Example Sign Up and Improve Your Leadership Skills

Dr. Sabine Charles

Emotional Intelligence and Leadership

Developing Future Leaders

Stacie Caper

Communication Mastery for Leaders

Coach Vuyanzi Rodman

The Mindset & Strategy for Transformational Growth

Ali Glaser

Mastering Time and Energy Management

Dr. Mauriciere de Govia

Resilience Cultivates Leadership

Cynthia Angulo

Transforming Challenges into Opportunities

Schedule for Leadership MEQ Summit Day 1 with sessions and breaks listed between 9:00 AM and 12:00 PM.

Rumbi Petrozzello

Finding Success in Inclusive Leadership

Embedded Button Example Sign Up and Improve Your Leadership Skills

📍 100% Virtual | 🗓️ May 26–28, 2026 | 🕒 11 AM – 3 PM ET Daily

Transform the way your organization views internal audit.

  1. Align audit with executive strategy

  2. Learn cutting-edge techniques in fraud prevention, EQ, and EQA

  3. Access templates, case studies, and proven frameworks from top experts

  4. Network with peers and thought leaders across industries

Guest Speakers to be announced

Upcoming Retreats

Promotional poster for "Moroccan Horizons Retreat in Morocco" by Charles Financial Strategies LLC, scheduled for May 1-11, 2026, featuring intricate Moroccan architectural details in the background.

The "Moroccan Horizons: A Cultural Openness and Adventure Retreat" planned for May 1 - 11, 2026, in Morocco, is a unique exploration designed to broaden horizons, immerse participants in rich cultures, and spark adventure. It's ideal for those looking to dive into Morocco's diverse heritage, practice mindfulness in stunning settings, and connect with like-minded explorers. This retreat promises an unforgettable cultural adventure through its deep cultural immersion, culinary experiences, and explorations of natural wonders.

Recorded Level-Up Summit

The Level-Up Internal Audit summits are where we focus on people, processes, and technologies in the internal audit profession. You will learn how to use new tactics to continue providing value-add services to your constituents. Learn more about our past speakers.