We love working with state societies and association leaders to provide your members and participants with learning that truly makes a difference for them and for your organization, too. We partner with organizations like yours on speaking events, leadership and soft skills development as well as some tailored consulting and strategic planning. Read below to learn more about our services for state societies and associations.

Conferences & Events
Programmatic Leadership & Soft Skills Development

Conferences & Events

When it comes to your conferences and events, we provide engaging, relevant and action-driven content. As experienced consultants and thought leaders in the CPA profession, we deliver content that makes people think and inspires them to change.

We facilitate topics for keynote and breakout presentations, all-day workshops and web-based events. Our facilitation style emphasizes audience participation, paired sharing, small group work and encourages participants to listen for concrete strategies and tactics they can take away from each topic. You’ll often find us speaking at major profession events, including:

  • AICPA conferences
  • State society conferences
  • Association meetings for the BDO Alliance, CPAmerica, PrimeGlobal, PKF North America, Digital CPA, CPA Firm Management Association (CPAFMA) and more

Visit our course catalog to learn more about our course and workshop offerings, which can be customized to meet your goals. Then, contact us to discuss your event details. If you'd like to learn more about our speakers click on their name below for their full bio:

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Let us help make your next conference or event one to be remembered!

Connect with us
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Programmatic Leadership & Soft Skills Development

If you’re seeking to provide your members access to structured leadership and soft skills development, look no further. We partner with CPA associations to offer our popular Transformational Leadership Program™ (TLP) and Rainmaker Development Program® (RDP), providing a unique learning and networking opportunity exclusively for your members.

We can also tailor programs to fit your organization’s unique member needs. Contact us to learn more.

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Don't See Your Need Listed?

We work with state societies and associations on a variety of individualized needs including special program development and strategic planning, so please contact us to discuss ways we can collaborate. We want to help you make a difference for your members!