New: True Advisor® — The Definitive CAS Success Guide
60–90 minutes. Plenary or breakout. Standalone or anchoring a broader program. Available globally in-person or virtually with full production support.
Half-day or full-day closed-door session for firm leadership. Produces decisions, not slide decks. Designed entirely around the firm's specific situation and objectives.
State CPA societies, national associations, and accounting networks. Multi-format from 90-minute keynote to comprehensive two-day workshop program.
Working sessions for sales, marketing, and product teams at companies selling into the CPA market. Rebuilds the commercial approach from first principles.
Contemporary, practical, and actionable insights for accounting and fintech audiences. Available for industry podcasts, association webinars, and sponsored content.
Every topic and format is fully customizable after a complimentary needs-analysis conversation. What's listed here is a starting point — not a limit.
Managing and senior partners ready to build advisory revenue and pricing confidence across the partnership
Partners' retreats and strategic planning sessions that need to produce commercial decisions, not just alignment
Annual conferences and member education programs seeking practical, framework-based content from a credentialed practitioner
AICPA, regional bodies, and accounting networks requiring a speaker with deep profession-specific authority and a track record
Companies selling software or services to CPA firms who need to rebuild their approach around how accounting firm partners actually buy
AICPA, regiGo-to-market and positioning sessions for companies entering or scaling in the CPA firm market and facing the adoption challengeonal bodies, and accounting networks requiring a speaker with deep profession-specific authority and a track record
Topics span CAS development, advisory pricing, AI in accounting, the Accountaneur mindset, and go-to-market strategy for vendors to the CPA profession.