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- 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
- 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
- WEBINAR: NOVEMBER 11, 2025 -- Redefining Career Paths and Growth Opportunities

Move away from a traditional career ladder for a more flexible, personalized development plan....more
- 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
- WEBINAR: August 26, 2025 Lessons for Deal-Making in 2025: What Buyers & Sellers Must Do to Get to the Table

Get M&A deals done successfully. Determine if your firm has the right match early in the process and identify warning signals....more
- 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
- 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
- WEBINAR: NOVEMBER 4, 2025 -- How CPA Firms Can Stay Ahead of Industry Trends with Strategic Planning Done Right

Discover how to implement effective strategic planning. Learn from the successes of other firms....more
- 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
- WEBINAR: February 12, 2026 Take Back Your Time During Busy Season: Time Management Strategies

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

Learn time and energy management skills, trust and delegation tips, effective communication, the art of saying no, and more....more
- 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
- 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
- WEBINAR: JANUARY 23, 2025 Lead Your Firm w/ More Confidence & Ease: Educate, Motivate and Inspire

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
- 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
- WEBINAR: June 4, 2026 -- The 40 Hour Firm: From Deadline Stress to Firm Freedom – Transform Your Business Model

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
- 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
- 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
- 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