Engaging Sessions. We deliver custom presentations, roundtables, and panel facilitation in a non-selling format. Our audience interactive sessions provide 100% relevant thought leadership for accountants. We will customize keynote presentations, webinars, planning sessions, or specialty workshops for firms, your Association or Society leadership, and your members.

Topics for Accountants

Content. We present impactful sessions and continuously update our topics. Our audience ranges from small settings to groups of several thousand people.

Speaking Booklet. We formalized our process, provided examples of where we have recently spoken, and listed some of our more common areas of interest. As stated above we are adding new sessions as the industry evolves or can customize sessions based on your needs. View our speaking booklet.

Qualifications. Our leadership is recognized as one of Accounting Today’s Top 100 Most Influential People in Accounting. The key qualifier is our almost three decades of exclusively working with influential accounting leaders and managing partners.

Commitment. We never charge speaking fees to Associations or State Societies for keynotes, general or concurrent sessions.

Planning For Your Association or Society

Team Innovation. Let us be an asset to help your team plan your vision and enhance the strategy for your Association or Society. Our thirty years of accounting firm experience will help your leaders develop contemporary sessions to engage and attract members and increase interaction at events.

Content. If you need articles for your publication, we can provide concise pieces to supply your members with fresh ideas to consider.

Specialty Member Services

Unique Situations. Do members need to dive deeply into a special area? As an example, specialized sessions on private equity or another topic for a managing partner roundtable. Or a session on the State of the Profession, pricing, or another area for a member firm?

New Groups. Do you have partners who want to be in a Managing Partner group? We can form and lead groups for your members who want to be more collaborative and engaged.  Our experienced facilitators will guide these groups, ensuring a productive and supportive atmosphere for all members.

Prefer to Talk In Person?

Initial conversation about your firm and what you are trying to accomplish. We look forward to connecting with you shortly!