Gather 2026
CPE with Southern Hospitality
Gather with Collective by DBA for two incredible days near Dallas, TX, at Hotel Vin. Choose between two learning tracks specifically designed for leaders and future leaders. Gather 2026 delivers the tools, perspective, and confidence to lead at the next level. Earn up to 12 hours of CPE, reconnect with friends, and build momentum for the year ahead—register today.
Sunday, Oct. 18
All Attendees
Location
Monday, Oct. 19
Team Member Track
Partner Track
Location
Tuesday, Oct. 20
Team Member Track
Partner Track
Location
Proof in the Numbers
Real improvement leaves evidence. Using aggregated KPI data from participating firms, we'll uncover where firms are making measurable gains and how Streamlined OS is helping turn operational discipline into better results.
Building AI Guardrails
AI creates tremendous opportunity, but it also introduces risk. Work with other firm owners and leaders to identify the policies, expectations, and guardrails needed to encourage AI adoption while protecting quality, client trust, and firm standards.
Navigating the Next Wave
From technology investments to talent and growth, firm leaders are facing no shortage of opportunities or decisions. Join Amy McCarty, Marcus Dillon, and Angel Sabino for an open discussion about the trends shaping today's accounting firms. Bring your questions, hear perspectives from peers, and participate in a conversation focused on what's next for the profession and your firm.
Prioritize Like a Pro
The difference between being busy and being effective is knowing what deserves your attention. Learn a practical approach to getting the right work done at the right time, making confident decisions about competing priorities, and staying ahead instead of catching up.
What Teams Need to Succeed with AI
AI can help teams work smarter, but uncertainty often slows adoption. Collaborate with peers to identify the training, tools, guidance, and freedom needed to confidently incorporate AI into your daily work.
SOS: Rescuing Sales-Onboard-Service
The handoff from sales to service shouldn't create confusion, bottlenecks, or delays. Learn how to streamline onboarding, engage the right team members at the right time, and create an experience that builds client confidence from day one. Leave with practical strategies that help teams onboard faster while delivering an exceptional client experience.
The Future Isn't Waiting
The firms that thrive won't simply react to change, they'll anticipate it. Join Marcus and Rachel Dillon as they share practical tools for cultivating curiosity, managing change, and turning innovation from an initiative into a way of working.
Firm Olympics: Compete, Collaborate, Celebrate
One of the highest-rated sessions from last year's event returns with new challenges, fresh scenarios, and even more opportunities for collaboration. Firm owners, leaders, and team members will rotate through a series of timed stations designed to solve real-world firm challenges, share best practices, and uncover innovative solutions. Expect energy, friendly competition, and practical takeaways.
AI Without Chaos: Freedom and Control
AI presents both opportunity and uncertainty. While leaders are thinking about risk, quality, and accountability, team members are looking for clarity, confidence, and permission to innovate. In this interactive session, attendees will explore both perspectives, share insights, and work together to identify the guardrails, expectations, and support needed to create an AI-enabled firm that balances innovation with responsibility.
From Alignment to Action
After exploring what leaders need from their teams and what teams need from their leaders, it's time to put those insights into practice. Learn how to identify high-impact use cases and create reusable AI assets, including prompts, skills, memories, and workflows, that improve speed, quality, consistency, and knowledge sharing across your firm.
Prioritizing People
Make work personal by elevating the humans at the center of your firm—both your team and your clients—and strengthening the relationships that hold your business together. Explore why relationships are the foundation of lasting success.
Choosing the Right AI Investments for Your Firm
This session moves firms from experimentation to focused action by evaluating the tools, solutions, and strategies. Through real-world examples, vendor showcases, and role-specific discussions, learn how to identify the AI investments that align with firm goals and priorities. Leave with greater confidence, clear priorities, and a focused plan for what comes next.
Build Your 2027 Firm Roadmap
Building on the ideas and strategies explored at Gather 2026, this interactive workshop focuses on identifying each firm’s most important priorities for the coming year and creating a practical roadmap that aligns people, processes, technology, and growth goals.
