With AI, private equity, and the shift to advisory services and value pricing – our industry is being disrupted. That said, CPA firm leaders aren't short on knowing what needs to change. They're stuck on the how. That's where even good firms get stuck. Most firms treat these complex transformational changes like a to-do list: roll out the initiative, send the memo, and hope it sticks. But it doesn't.

In this session, Matt Rampe (ASA, PCC) — who is certified in the Kotter change management methodology — pulls back the curtain on why even smart, well-run firms stall on their most critical initiatives, and introduces the proven framework (Kotter's 8 Change Accelerators) that turns "we should" into "we did." We'll spend time on real world challenges (like AI implementation, M&A integration, shift toward advisory services and modern pricing models) and show you how this framework can be applied at your firm today.

Who Should Attend

• CPA Firm Leaders
• Partners

Learning Objectives

• Diagnose why your firm's important initiatives are stalling
• Learn how to build lasting change at your firm
• Apply Kotter's 8 Change Accelerators to real CPA firm transformations