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  1. WEBINAR: SEPTEMBER 23, 2025 A Master Class in Effective Communication

    Practical insights and proven strategies to equip participants to inspire action, build relationships, and make their voices heard....more

  1. WEBINAR: OCTOBER 1, 2025 Staying Independent in the Era of Private Equity

    Explore the impact of private equity on the profession, why firm leaders are engaging in the conversation, and what it truly takes to preserve independence....more

  1. WEBINAR: NOVEMBER 11, 2025 -- Redefining Career Paths and Growth Opportunities
    WEBINAR&##x3a; NOVEMBER 11, 2025

    Move away from a traditional career ladder for a more flexible, personalized development plan....more

  1. WEBINAR: MAY 7, 2026 Master Class in Communication

    Get equipped with advanced communication skills, focusing on clarity, persuasion, and active listening to enhance team collaboration and client relations....more

  1. WEBINAR: August 26, 2025 Lessons for Deal-Making in 2025: What Buyers & Sellers Must Do to Get to the Table
    WEBINAR&##x3a; August 26, 2025

    Get M&A deals done successfully. Determine if your firm has the right match early in the process and identify warning signals....more

  1. WEBINAR: SEPTEMBER 25, 2025 Marketing and Growing Your CAS Practice

    Firm leadership and partners have been setting goals and objectives for years, but has the process produced desired outcomes? Learn from firms that have successfully embraced best practices that produce real outcomes....more

  1. WEBINAR: March 17, 2026 AI Confidential? Privacy and AI

    Understand how major AI platforms might use your data and how you can stay in control -- a CPE webinar for CPAs....more

  1. WEBINAR: NOVEMBER 4, 2025 -- How CPA Firms Can Stay Ahead of Industry Trends with Strategic Planning Done Right
    WEBINAR&##x3a; NOVEMBER 4, 2025

    Discover how to implement effective strategic planning. Learn from the successes of other firms....more

  1. WEBINAR: May 12, 2026 Enterprise Value & Your Firm's Future

    Explore the impact of private equity on the profession, why firm leaders are engaging in the conversation, and what it truly takes to preserve independence....more

  1. WEBINAR: February 12, 2026 Take Back Your Time During Busy Season: Time Management Strategies
    WEBINAR&##x3a; February 12, 2026

    Prepare to thrive during busy season! Identify and eliminate the biggest time drains during high-pressure periods. Understand why time management breaks down when things get busy and apply one high-impact strategy to adapt....more

  1. WEBINAR: JULY 15, 2021 What Will Happen to M&A of CPA Firms Post-COVID?

    What are the likely impacts of the Coronavirus on CPA firm M&A? During this session we will discuss the impact of past economic downturns on the M&A marketplace....more

  1. WEBINAR: APRIL 29, 2025 -- Lead Your Firm w/ More Confidence & Ease: Educate, Motivate and Inspire
    WEBINAR&##x3a;  APRIL 29, 2025

    Learn time and energy management skills, trust and delegation tips, effective communication, the art of saying no, and more....more

  1. WEBINAR: April 30, 2025 -- Decision-Making and Leadership in Times of Client Crisis

    When the stakes are high, resources are scarce, and the path to recovery requires new thinking, what should a leader do? Get equipped with a revolutionary toolkit for thriving in crisis scenarios....more

  1. WEBINAR: JULY 13, 2021 Checklists: Merger Discussions & Merger Negotiations - How to Use Them

    Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. Developing a plan to guide the merger transaction and related checklists starting with selecting the best firm to partner and combine with and the ensuing pre-and post-merger activities is crucial to a successful merger....more

  1. WEBINAR: JANUARY 23, 2025 Lead Your Firm w/ More Confidence & Ease: Educate, Motivate and Inspire
    WEBINAR&##x3a;  JANUARY 23, 2025

    Discover how to lead with ease and confidence at your CPA firm. Learn time and energy management skills, trust and delegation tips, effective communication, the art of saying no, and more....more

  1. WEBINAR: AUGUST 28, 2025 Culling Clients: Key Growth Strategy Toolkit

    Overcome your firm's challenges by subtracting clients. Maintain profits. Make your firm a place where your people want to be....more

  1. WEBINAR: June 4, 2026 -- The 40 Hour Firm: From Deadline Stress to Firm Freedom – Transform Your Business Model
    WEBINAR&##x3a; June 4, 2026

    CPAs: The reactive, deadline-driven approach to CPA firms has adversely affected the profession & placed unsustainable pressure on everyone in the firm. There is a better way!...more

  1. WEBINAR: January 9, 2025 -- What To Do When Your Clients Are in Trouble: Decision-Making and Leadership in Times of Client Crisis

    When the stakes are high, resources are scarce, and the path to recovery requires new thinking, what should a leader do? John Halloran's transformative webinar equips leaders with a revolutionary toolkit for thriving in crisis scenarios....more

  1. WEBINAR: NOV. 5, 2026 - 10 Tips for Recruiting the Best of the Next Generation

    Cutting-edge strategies to attract and secure the best emerging talent, ensuring your firm builds a robust, future-ready workforce poised for sustained growth and innovation....more

  1. WEBINAR: SEPTEMBER 24, 2026 - AI & The Talent Model: Redesigning the Ladder

    AI is already reshaping how firms hire, train, and promote talent. This 50-minute session examines how AI is disrupting the traditional accounting career ladder and gives firms the tools to pivot successfully into the future of hiring and staffing....more

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