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The Accounting Profession’s Only Conference on Practice Management

Exclusive opportunity for only 100 Practice Leaders and Managing Partners

November 1 & 2, 2022 | Chicago, IL

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What is the Winning Ways Conference?

As leaders, we know that the impacts of the COVID-19 pandemic will continue to linger in many ways, shapes, and forms for a long time to come. It’s how firms and firm leadership manage as they move forward that will mean the difference between thriving and surviving.

Koltin Consulting and Winding River Consulting are excited to bring you Winning Ways – where important conversations with industry visionaries take the stage for 9 hours of thought leadership, emerging trends, radical disruptors, and productive integrators help advance firms that are committed to winning.

We have surveyed and interviewed many professional leaders – firm managing partners, niche leaders, industry associations, and experts in every stage of growth. We are excited to delve into two critical contemporary topics:

  • Merger & Acquisitions
    • Private Equity
    • Industry Activity
    • Mega-mergers
  • Talent Attraction & Capacity
    • Practice Management
    • Outsourcing
    • Process Improvement and Optimization


All sessions are included in your $1,195 admission.

Capacity is limited to 100 attendees, with no more than two people from one firm. Limited capacity for vendors/consultants.

Reserve your seat today!

November 1, 2022

Using data is less complicated or intimidating than you might think. And its potential is greater than you may realize. Our presenters discuss how to better improve internal operations, streamline processes, and create greater efficiencies. Clients weigh in on the value to their firms.

These presenters have very quickly created successful specialty practices by focusing on what they do well to more easily differentiate their firms. They will share the benefits to firms and clients, and provide tips, tricks, and traps to building a thriving vertical practice.

Network with early arrivers in our main room while having a chance to meet with our sponsors and outsourcing panel prior to the start of the event at 1 PM.


Optional Box Lunch to be offered

Partners want to know: Can firms still remain independent and competitive? Is the level of M&A activity going to slow down? Allan shares his tales from the front lines and best practices — what worked, what didn’t, and what happened with the headline-grabbing mega deals!

What is it about the accounting profession that has made firms attractive to private equity? Why is PE so fascinating to firms? More interesting is whether its a match made in heaven or a disaster waiting to happen. Gary and Allan weigh in on the role of PE in accounting.

As outsourcing makes its way to the forefront of accounting firm efficiency, many are approaching the topic more invested and committed than ever before. We present four different scenarios of outsourcing: U.S.-based, and those in Mexico, India, and South Africa. Learn how firms, like yours, are successfully engaging established outsourcing partners to create better efficiency and reduce expenditures.

November 2, 2022

An ‘Operations Leader’ can benefit every business line in an accounting firm. Its impact can be felt from better utilized human capital to enhanced client service to improved firm economics. Find out how an Ops Leader builds alignment to engage, empower, and enable a firm and its leaders to thrive. Several successful case studies will be presented that support the case for the role in ambitious firms.

There are so many challenges in the war for talent, but with 40% fewer professionals taking the CPA exam and Millennials and Gen Z comprising 40% of a hybrid workforce by 2025, recruiting and retaining just become more complicated. Learn why the biggest mistake firms are making, how to plan for your firm of tomorrow, and what you will need to do in order to win this critical battle.

Increased competition, uncertain markets, talent insecurity, and the struggle to attain profitability remain the top ‘headaches’ for managing partners across the country. A sound talent strategy that includes pruning clients, raising fees, and demonstrating the value of staff will enable firms to grow and prosper.

Winding River Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

*National Registry of CPE Sponsors Number 148112

Stay Informed

Stay up to date on registration, agendas and all things related to Winning Ways 2022!

2022 Speakers

Featured Speakers
Allan Koltin

Allan Koltin

Koltin Consulting Group
Chief Executive Officer

Gary Shamis

Winding River Consulting
President & CEO

David Toth

Winding River Consulting
Digital Advocate & Strategic Leader

Allan Fisher

Premier Financial Search

Michelle Mahle

Elliott Davis
Tax Operations and Innovation Leader, Shareholder

2022 Featured Panelists and Guests

Featured Panelists & Guests

Timothy Keith

Industry Director

Pat Morrell

Chief Revenue Officer

Brandon Hall

Managing Partner

Randy Crabtree

Tri-Merit Specialty Tax Professionals
Co-Founder, Partner, CPA

Venue & Hotel Information

Loews Chicago O’Hare Hotel

5300 N. River Road
Rosemont, 60018

Check in: 4:00 p.m. CT
Check out: 12:00 p.m. CT

Phone: 847-544-5300
Reservations: 1-844-204-5640

Text Reservations: 847-720-9599

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