The Accounting Profession’s Only Conference on Practice Management

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.

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.