CPA Associations

Enhanced Member Value

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

We never sell when we present. Remote sessions are offered at no cost and in-person events just require expense reimbursement. Examples of where we have spoken include BDO Alliance, RSM’s Firm Foundation, CPAmerica, AGN, Leading Edge, the National Association of Certified Valuation Analysts, Florida CPA Society and an endless number of CPA firms and joint events with other industry leaders.

We Make An Impact.

We live and breathe CPA firms. What do your members want to learn more about or perhaps hear from a different resource? The Visionary Group is one of, if not the only, specialist firms providing extensive hands-on experience in CPA mergers and acquisitions, succession team assessment and development, and organic firm growth.

What Format Do You Prefer?

We can be your keynote speaker for a conference, facilitate roundtables, moderate panel sessions, or create a series of sessions that build on a theme for your members. Do you need articles for your publication or website? Some presenters lecture, but we prefer to interact with participants to bring them into the conversation. With our industry network, we can bring in co-speakers or panelists to provide a diverse array of perspectives. Let us help you add extensive member value.

Thought Provoking Conversations

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

Ask About Our Firm Growth Model

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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