New: True Advisor® — The Definitive CAS Success Guide
Every session is engineered to leave the room with something concrete — a reframed belief, a made decision, or a specific next action. Not a motivational afterglow that fades by Tuesday.
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"
His is a voice that is listened to, and for those smart enough to understand his qualifications, to heed.
RICK TELBERG · FOUNDER & CEO, CPA TRENDLINES RESEARCH · TOP 100 MOST INFLUENTIAL IN ACCOUNTING
SIGNATURE KEYNOTE
01
60–90 MIN · KEYNOTE
The most requested keynote. Quantifies the advisory revenue leak running through most CPA firms and presents the commercial architecture that closes it, with enough specificity that partners leave with a changed perspective on their very next client conversation.
→ Audience quantifies their own firm's expertise-to-profit gap live in the session
→ The three structural failures behind chronic undercharging revealed
→ The first commercial decision every firm must make — and how to make it
SIGNATURE KEYNOTE
02
60–90 MIN · KEYNOTE
A soul-searching, inspirational yet practical journey for accounting professionals to rekindle their entrepreneurial purpose, and leave with the tools to live it every day. Emerged from years of research and direct engagement with hundreds of successful accounting firms.
→ Rediscover the entrepreneurial purpose behind the accounting career
→ Practical tools to act entrepreneurially inside an existing practice
→ How the Accountaneur mindset permanently transforms client relationships
03
60–75 MIN · KEYNOTE
Reframes the profession's most persistent pricing problem — not as a confidence issue but as a commercial architecture failure — and gives partners the specific structural framework that makes every fee conversation defensible.
→ Why value-based fees require infrastructure, not just conviction
→ The three pillars every partner needs before a fee conversation
→ How to hold a fee when a client pushes back, with precise language
04
60–90 MIN · KEYNOTE
A strategic keynote for managing partners and firm leaders on the compliance-vs-advisory choice: why it cannot be avoided, what each path produces, and the commercial decisions that make the transition durable rather than aspirational.
→ The economics of compliance compression and advisory growth made concrete
→ What the firms winning in advisory have in common right now
→ The six decisions that determine whether advisory practices succeed
05
60–75 MIN · KEYNOTE
Not a technology keynote, it is a commercial strategy keynote. Addresses how AI disruption is reshaping what accounting firms should charge for, and why the firms navigating it best are the clearest thinkers, not the fastest technology adopters.
→ What AI makes more valuable — not less — in accounting practice
→ The "what survives disruption" analysis every firm needs to run
→ Building a disruption-resistant commercial model around judgment
06
60–75 MIN · KEYNOTE
How clients' experience is transformed when they deal with an Accountaneur, not just an accountant. Based on behavioral science applied specifically to the accounting profession. Ideal for associations delivering member value.
→ The behavioral triggers that define "indispensable" vs. "replaceable"
→ The four buyer types — and how to attract and serve the best ones
→ How to shift from vendor perception to strategic partner status
07
60–75 MIN · KEYNOTE
For managing partners and firm leaders who have watched technically excellent partners become "technical managers" over time, and who want to build a firm where every team member engages entrepreneurially with clients and opportunities.
→ Why technical mastery alone does not produce commercial growth
→ How to convert deep expertise into entrepreneurial client behavior
→ The culture structures that sustain the Accountaneur mindset under pressure
CUSTOM TOPIC
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