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Session 1: Firm Culture: What Is It and Why Do You Need It?

Session 2: Think Like a Hacker!

Session 3: Providing an Ideal Client Experience

Session 4: Tax to Financial Planning and Recurring Revenue

Session 5: New Year’s Resolutions: Developing Capacity and a Plan for the Life You Want

Session 6: Accounting Practice Management – All Things Tech

Session 7: Generative AI and Your Accounting Firm

Session 8: Secure Act 2.0 and its Impact on Retirement Planning

Session 9: CAS: What’s Your “A”?

Session 10: Your Newest Service Line: Business License Management

Session 11: Modern Firms: What’s Changing?

Session 12: Tax Resolution: Appeals, Offers in Compromise, Payment Plans

Session 13: CPA Staffing Crisis: AI to the Rescue!

Session 14: Building Your Practice through Outreach and Marketing

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