Speaking

Engaging, Relevant Content

We deliver custom accounting firm sessions in a non-selling, educational, and audience-interactive format. We have extensive experience in accounting M&A, private equity, and contemporary growth.

The Details

How we work with your group.

Formats

Keynote sessions, specialty workshops, panel facilitation, and webinars delivered to accounting firm associations and alliance groups or to a firm seeking to understand their options, best path to pursue, or to solve a special issue.

Our Audience

CEOs, Managing Partners and partner groups, and the next generation of firm leadership.

Qualifications

We have thirty-plus years supporting the accounting profession and our leadership is recognized among Accounting Today’s Top 100 Most Influential People. The Visionary Group Co-chairs the Accounting Today PE Summit and speaks frequently at BDO and Aprio’s Alliances, CPAmerica, Prime Global, Allinial Global, and a large number of individual firms.

Where We Speak

  • BDO Alliance USA
  • Aprio Firm Alliance
  • CPAmerica
  • PrimeGlobal
  • Accounting Today Firm Growth Forum
  • Accounting Today PE Summit

Topics

What we speak on.

  • The State of The Profession
  • Calculating a Firm’s Value
  • Navigating PE or M&A Opportunities
  • Pricing
  • Client Targeting
  • Building Enterprise Value

Upcoming Speaking

Where you can hear us next

Book us to speak

Fees

We never charge speaking fees.

We only require travel costs be reimbursed.

Bring Visionary to your next event.

Keynotes, workshops, panels, and webinars for associations, alliances, and firms.