Most accounting firms know they need to improve, but without a clear structure, priorities become scattered and progress stalls. In this webinar, we’ll show how bringing a Stabilize, Systemize, and Scale framework to your planning helps you focus on the right improvements at the right time.

You’ll walk away with a clear, repeatable approach to aligning your team, prioritizing initiatives, and driving consistent firm growth.

Learning Objectives:

1. Identify the three phases of the Streamlined OS Assessment

2. List common gaps firms experience in each phase

Intended Audience: This session is for firm owners and leaders; membership not required to attend

CPE available: 1 credit 

• Wednesday, September 2

• 12:00 pm CT

Before you can set strong goals for next year, you need clarity on where things stand today and the best time to get that clarity is while this year is still fresh in your mind. With extension season bearing down, annual planning can feel a long way off. This session on September 16th at 12:00 pm CT is designed to hand you the framework now and get you reflecting while the year's still fresh, so when you sit down to plan after 10/15, you're starting from a real foundation, not a blank page and good intentions. We'll walk through how to take stock of this year (wins, gaps, and lessons learned), identify the handful of priorities that will actually move your firm forward, and build goals that are specific enough to act on and flexible enough to survive a busy year. Whether you're setting goals solo or bringing your team into the process, you'll leave with a simple framework you can use the moment you're ready.  

Learning Objectives:

1. Reflect on the past year using a structured lens — reviewing what worked, what didn't, and what's still unfinished — while the year is still fresh, so those insights are captured before extension season crowds them out.
2. Identify 2–3 firm priorities for the coming year based on that reflection, rather than defaulting to the same goals as last year.
3. Translate a broad priority into a goal that's specific enough to track and revisit throughout the year.

Who Should Attend:  Any firm leader ready to start planning for next year with a clear head.

 CPE Credit: 1 hour 

During this Focus Group, we'll build on last week's Annual Goal Setting Preparation webinar. If you didn't attend, you can watch the recording in the Resource Library. With extension season in full swing, real planning is probably still a few weeks out for most of us, so this session is about doing the reflection now, while the year's still fresh, and learning from how others are thinking about what's ahead. Come ready to discuss some or all of the following:

Discussion Questions:

1. What's this year told you so far? You've still got runway left in the year, but the big patterns are probably clear by now — what's working, what's worn you out, what keeps getting pushed. What's one thing you already know you want to carry into next year's planning?
2. What do you not want to lose track of before you plan? Once you're past 10/15 and finally sitting down to plan, what's the insight or frustration from this year you'd kick yourself for forgetting? Name it now so it's captured.
3. How are you protecting time to actually plan? Planning tends to get squeezed out by client work. When are you carving out the space, and are you doing it solo or pulling your team in? Swap approaches with the group.

Date: September 23, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE.

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 2026, connect with peers, collaborate with industry experts, and plan for 2027. 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. Gather 2026 is open to members and non-members alike. 

Details:

• October 19-20, 2026
• Hotel Vin Grapevine/DFW, TX
• 12 CPE Credits
• For accounting firms with $500K–$5M in revenue, with dedicated learning tracks for partners and team members who make change happen 

Topics:

• Improving accounting firm performance
• Growing a remote or hybrid team
• Client onboarding process
• Leadership skill development
• AI in specific firm roles
• Developing your 2027 firm roadmap

The difference between being busy and being effective is knowing what deserves your attention. Join us for this member exclusive session to 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. 

Learning Objectives:

1. Distinguish between high-value and low-value tasks using prioritization frameworks.

2. Define decision-making techniques to manage competing responsibilities.

Who Should Attend: Firm team members involved in financial preparation, review, and workflow management.

CPE Credit: 1 hour

We've talked through the stages firms move through as AI shifts from one person's experiment to something the whole team relies on, and the questions worth asking along the way. This session picks up right there. If you've started to map out where your firm stands, this is where we get practical: what does an actual AI framework look like, and how do you build one your team will use? We'll walk through how to turn scattered, one-off AI use into a structure with clear ownership, workflows, and guardrails, so adoption stops depending on one person and starts becoming part of how your firm operates. 

Learning Objectives:

1. Identify the core components of a firm-wide AI framework, including ownership, workflows, and guardrails.
2. Learn a practical approach for turning individual AI experimentation into a structure the whole team can follow.

Intended Audience: This session is for all firm team members, especially staff involved in the financial statement preparation or review process.

CPE available: 1 credit

Date: November 4, 2026
Time: 12:00 PM Central Time (US & Canada)