Continue the conversation and collaborate with fellow accounting and bookkeeping professionals in this interactive Reviewing and Delivering Financials Focus Group. Designed as a follow-up to the Reviewing and Delivering Financials webinar, this session provides an opportunity to discuss real-world experiences, share best practices, and learn how others are improving the way they communicate financial results to clients.

We'll begin with a brief review of the key concepts covered in the previous week's webinar before moving into small-group breakout discussions. Whether you're already using video commentary, written summaries, or another approach, you'll gain practical insights from peers facing similar challenges and opportunities.

During the breakout sessions, participants should be prepared to discuss some or all of the following:
1. Walk us through your current process.
How do you currently deliver financial statements to clients each month — do you include video commentary, a written summary, or something else? What's working well, and what feels like a bottleneck?

2. How do you decide what to highlight?
When you're preparing your commentary, how do you determine which numbers or trends are most important to bring to the client's attention? Do you have a checklist, a gut instinct, or something in between?

3. How do you know if it's landing with clients?
Can you tell whether clients are actually reading the statements or watching the videos? And how do you adjust your delivery — format, length, or timing — based on what seems to resonate with different clients?

This collaborative discussion is ideal for bookkeepers, accountants, and outsourced CFOs looking to refine their financial reporting process, improve client communication, and discover practical ideas they can implement in their own firms.

Date: August 26, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE.

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

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

Stay current with the latest software updates in our Fall Technology Update, exclusively for Collective Community members.

📅 November 12, 2026
⏰ 12:00 PM CT

Held each Spring and Fall, these technology updates are designed to help your team stay informed on new features, functionality, and updates across key software systems used in your accounting firm.

What You’ll Learn

• Recent updates and enhancements in key platforms
• New features that can improve efficiency and workflows
• Practical ways to implement and use updated tools

Learning Objective

• Identify new features and functionality in key software systems

Who Should Attend

This session is designed for all team members, from leadership to staff.

CPE Credit

• 1 CPE credit available

Not yet a member of Collective by DBA? Learn how to join by clicking the button below.

Discover the latest tools available to support your accounting firm in our Winter Resource Update, exclusively for Collective Community members.

📅 December 1, 2026
⏰ 2:00 PM CT

Our Resource Updates, held each Summer and Winter, are designed to keep you informed on new and updated Collective resources and how to effectively implement them within your accounting firm.

What You’ll Learn

• Overview of newly available Collective resources
• The purpose behind each resource and how it supports your firm
• Practical ways to utilize resources for greater efficiency and impact

Learning Objective

• Identify how new Collective resources can be used in your firm

Who Should Attend

This session is ideal for all team members, from leadership to staff, looking to better leverage Collective resources.

CPE Information

• 1 CPE credit available

   

If you have not joined Collective by DBA, click the button below to get signed up!