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
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
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.






