Accountants—this week is all about you

Build Your Future-Proof Tech Stack: Scaling Your Firm for the Age of AI and Automation

Monday, Nov 10, 10:00 am PT

Is your firm’s technology setting you up for growth, or are you trying to scale on a shaky foundation? In 2025, more than 1 in 3 accounting firms report struggling with outdated technology. Another 35% say their tools aren't scaling with them.^** Discover the strategies and solutions that will empower your firm to grow stronger, scale smarter, and leave outdated tech behind.

Join us for an insightful session and earn 1 CPE credit while learning actionable strategies to:

• Design a tech stack that takes the grunt work out of accounting


• Shift more of your focus to scaling, growth, and advisory


• Scale your firm in the age of automation and AI


• Leverage technology to adopt new strategies for client engagement

Don't let outdated technology hold your firm back. This session will equip you with the knowledge and tools you need to build a resilient, scalable foundation for growth.

Beyond Hype: Mastering Accuracy and Compliance in Your AI-Forward Practice

Tuesday, Nov 11, 10 am PT

Building a resilient AI foundation is key to deeper client connections and firm-wide transformation. Accounting firms are using AI to automate tasks, boost efficiency, and drive growth.

But success takes more than new tools—it means securing your AI ecosystem, ensuring accuracy, and keeping client trust at the center.

Earn 1 CPE credit and get hands-on guidance on strengthening your firm’s AI foundation for lasting client impact. In this session, you’ll discover:

• How to evaluate and implement secure, reliable AI solutions that fit your unique firm needs and protect sensitive client information


• Proven best practices for verifying AI-generated work, ensuring outcomes meets your  standards for accuracy and quality


• A multi-layered training plan that empowers your team to embrace AI transformation confidently, building skills, supporting adoption, and reinforcing your client-first culture

An AI-forward practice isn’t just about more efficiency—it’s the launchpad for stronger relationships, higher retention, and real competitive advantage.

Unlock Your Inner Chief Growth Officer: Build, Lead, and Thrive

Wednesday, Nov 12, 10 am PT

What’s your vision for scaling your firm and shaping its lasting success? Every professional in an accounting firm can embody the mindset of a Chief Growth Officer—leading with strategy, clarity, and intent.

Growth starts when you choose your path: clarify your business goals, define what sets your firm apart, and commit to the principles that drive sustainable progress. In a fast-changing landscape, it’s core business strategy—not just tools—that propels your firm forward.

Join us for an inspirational webinar dedicated to strengthening your business foundation and unlocking your growth potential. Earn 1 CPE credit as you’re equipped to:

• Understand evolving business models and the opportunities they present


• Identify and articulate your firm’s business strategy, forging the roadmap for long-term success 4 tips to gain buy-in and execute on your new strategy


• Leverage metrics and best practices to keep you on track for long-term success

The firms that succeed aren’t just equipped with tools—they’re laser-focused on the principles, processes, and strategies that create real value. This session will motivate you to take charge, shape your practice’s future, and lead with purpose.