The accounting industry is changing rapidly. Firms that want a bright future (and peace of mind in the present) need a solid plan. Strategic planning is a must for firms in 2025. We'll talk about how to do it right (based on data) and how you can avoid the most common planning mistakes.

Who Should Attend

• Managing Partners
• Partners
• COOs/Firm Administrators
• Senior Leaders

Learning Objectives

• Understand the trends that are making strategic planning a must in 2025
• Learn what strategic planning is – and a proven model for how it can be done well
• Understand what the most successful CPA firms are doing in their strategic planning (based on research)
• Learn what the top barriers are to strategic planning for CPA firms
• Identify your own obstacles to strategic planning success (so they can be overcome)