Members Only
Tax Season Recap
April 29, 2026
Join us for a free webinar hosted by Collective by DBA where we’ll take a strategic look at the numbers behind your tax season.
Tax Season Recap
Wednesday, April 29, Noon CT
In this session, we’ll analyze key tax season metrics, including:
• Returns prepared
• Hours worked
• Average fees
• Capacity trends and performance indicators
We’ll also discuss:
• What went well
• Where challenges surfaced
• How to turn this year’s data into next year’s advantage
Learning Objectives
✔ Identify tax season metrics to evaluate performance and uncover trends
✔ Assess successes and challenges to pinpoint operational improvements
✔ Explore strategies to optimize efficiency and effectiveness in future tax seasons
Who Should Attend?
This session is designed for all firm team members — especially those involved in tax preparation and operational oversight.
CPE Information
• 1 CPE credit available
Members Only
Spring Technology Update
May 14, 2026
Spring Technology Update
(Members only)
Stay current with the latest software updates in our Spring Technology Update, exclusively for Collective Community members.
📅 May 14, 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.
Members Only
Summer Resource Update
June 2, 2026
Summer Resource Update
(Members Only)
Discover the latest tools available to support your accounting firm in our Summer Resource Update, exclusively for Collective Community members.
📅 June 2, 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!
Members Only
GATHER 2026
October 19, 2026
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 fellow members, 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.
Details:
- October 19-20, 2026
- 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
Members Only
Fall Technology Update
November 12, 2026
Fall Technology Update
(Members only)
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.
Members Only
Winter Resource Update
December 1, 2026
Winter Resource Update
(Members Only)
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!
