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Get a Jump on Hot Topics for 2027!
Outgrowing the Competition: Why Revenue Discipline Beats Capital in a Consolidating Market
Private equity-backed consolidators aren't winning because they have better people or better technical work — they're winning because they operate with a level of revenue discipline most independent firms have never had to build. This session reframes consolidation as a revenue execution problem, not a capital problem, and shows independent firms what they need to compete and win on their own terms.
The Audience Missing From Your Marketing Plan: How to Earn Visibility and Trust in AI-Driven Search
AI-powered tools are now interpreting firm websites, evaluating expertise, and recommending firms in response to complex client questions — an audience most marketing plans were never built to reach. This session explores what changes when AI becomes an audience and intermediary, and how firms can start building visibility and trust into their strategy today.
The Firm You Want vs. The Firm You Built
Every firm has a vision for what it wants to become — fewer have intentionally designed the organization needed to get there. This interactive executive workshop introduces a practical framework for evaluating your firm's leadership, growth systems, and talent strategy, so participants leave with a clear picture of what to change first.
Where You've Seen Us
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Our speaking team has decades of experience serving the accounting profession and infectious enthusiasm for growth - the perfect recipe to motivate and inspire your audience.
We dedicate hundreds of hours per year to sharing our experiences with the profession because we are openly committed to accounting marketing and business development.
