Firm owners and changemakers, it's time to Gather. As we begin to wrap up the year, we'll celebrate how far we’ve come and chart the course for what’s ahead. At Gather 2025, connect with fellow members, collaborate with industry experts, and plan for 2026. This conference isn’t just about reflection—it’s a launchpad for what’s next. Come ready to swap stories, snag fresh ideas, and soak up the best southern hospitality.

Details:

• October 20-21, 2025
• Hotel Vin Grapevine/DFW, TX
• 11 CPE Credits
• Intended for accounting firm owners and leaders with firms $500K-$5M

Topics:

• Improving accounting firm performance
• Growing a remote or hybrid team
• Compensation and incentives for your team
• Client onboarding process
• Leadership skill development
• AI in specific firm roles
• Developing your 2026 firm roadmap

Team structure is key to scaling a firm. Clear roles and smart delegation free team members for high-value work. This session explores how a CSM Assistant can boost efficiency, improve client experience, and strengthen pod design to support firm growth and culture.

Learning Objectives:

• Explain how a CSM Assistant strengthens pod-based team structures by enabling delegation and role clarity.
• List the operational, cultural, and client service benefits of integrating a CSM Assistant into their firm’s structure.

Intended Audience: This session is for firm owners and leaders who may be responsible for staff development or firm hiring.

CPE available: 1 credit

The year-end 1099 process is often time-consuming and error-prone, leading to stress, penalties, and rework. This webinar will show practical ways to make the process more efficient and accurate by streamlining information gathering, avoiding common pitfalls, and using workflows and technology to reduce errors and save time.

During the session, we'll discuss the following software applications used as part of the 1099 preparation process:

• QBO
• Keeper
• Tax1099
• ADP

Learning objective:

• Identify strategies to streamline the 1099 preparation process, reduce errors, and save time through improved workflows and use of technology.

Intended Audience: This session is for all firm team members especially those involved in tax preparation.

CPE available: 1 credit