Speaking
What Does it Take to be an Independent Firm?
What does it take to be an Independent firm?
To remain independent, firm leaders must understand their future and roles. Are you prepared to stay relevant as an independent firm in the ever-evolving landscape of our profession? Let’s explore what it takes together!
The Future of the Profession
The Future of the Profession
Are you ready to go from being reactive to proactive? Let’s dive into the future of the profession and explore the current trends of the top performing firms that can help shape your strategy for the future.
The “Big Four”
The “Big Four”
We’re talking about owner compensation, succession planning, buy-outs, and profitability. Let’s examine this crucial four-way intersection to illustrate how an integrated strategy is essential for CPA firm success.
The Multiple Dimensions of M&A
The Multiple Dimensions of M&A
Are you prepared to keep up with the pace of dealmaking, or are you curious about private equity? M&A is initiated by succession planning, specialization, future thinking, talent and capacity, and investments in technology and infrastructure. In a time of great disruption in our industry, are you ready to explore opportunities to capture talent and clients?
Growth & Capacity
Growth & Capacity
Let’s explore and discuss creative opportunities to help your firm with the capacity challenges that our industry is facing. We will take a deep dive into how you best grow and what you should take advantage of in your growth effort.
Governance
Governance
There is no one-size-fits-all approach to leadership. We will develop a strategy for structural efficiency, a succession plan to identify and train emerging leaders, and have those critical conversations to resolve conflicts amongst your leadership team.
Previous Speaking Engagements
