Presenting Engaging Topics

Enhanced Member Value

Collaboration. We will provide customized educational events for your Association. Our sessions are interactive and can be in a large group conference format, roundtables, or workshops. We bring the audience into discussions, deliver deep industry insight, and provide an engaging and entertaining participant experience. We have addressed groups ranging from smaller roundtables to those exceeding 1,000 participants.

Education. We never sell when we present, and we do not charge to speak to your members. Remote sessions are no cost and in-person events just require expense reimbursement.

We Make An Impact

Energy. Visionary is one of the only specialist firms providing hands-on experience in CPA mergers and acquisitions, succession team development, and organic growth. We deliver an integrated, seamless process.

Engaging. We can be the conference keynote speakers, facilitate a panel, or create a series of sessions that build on a theme. Some presenters lecture, but we interact with participants to bring them into the conversation.

Thought-Provoking Conversations

Sessions. Please reference our home page for where we have spoken and additional topics. Keep in mind, we do not deliver the same material repeatedly. We will custom-create content for your members.

  • Conducting a Visioning Strategy Session for Your Association
  • Facilitating Managing Partner Roundtables
  • Reviewing Effective Methods to Identify a Firm to Acquire
  • Getting a Firm Ready to Sell or Merge Upward
  • Measuring a Firm’s Value
  • Creating Advanced Business Development Strategies
  • Evaluating Your Internal Succession Potential
  • Developing Powerful Ideas to Grow the Advisory Sector
  • Identifying the Sacred Cows Holding Firms Back

Your Members. What do they need to learn more about? We have our fingers on the pulse of the CPA firm transformation needs. Ask about our Advisory Bootcamp process and series and how that can impact your members.

Discover How to Achieve Your Goals Today

No automated emails or chatbots, you will always speak with a real person. All conversations are confidential. Visionary can provide you with a NDA at your request

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