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 

Deliver more proactive client service with our upcoming Tax Projections Webinar, exclusively for members of Collective by DBA.

In this session, we’ll walk through our proven process for preparing and delivering tax projections twice per year, including how we calculate projections, communicate planning opportunities with clients, and create a more consistent experience across the firm.

This webinar is designed to help firms improve efficiency, strengthen client relationships, and build more value through proactive tax planning services.

What You’ll Learn

• The step-by-step tax projection process
• Best practices for preparing accurate and efficient projections
• Strategies for communicating projections clearly with clients
• Ways to improve consistency and scalability within your firm

Who Should Attend

• Tax professionals
• Client service team members
• Managers and firm leaders
• Any team members involved in the tax projection process

CPE Information

• 1 CPE credit available

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

Join fellow accounting firm leaders and tax professionals for an interactive discussion focused on improving the effectiveness, efficiency, and client impact of your tax projection process.

We'll begin with a brief recap of the key concepts from our Tax Projections webinar held on July 15. (If you miss the webinar, the recording will be available in the Resource Library shortly after the event.)

During breakout discussions, participants will explore practical strategies to:

• Compare tax projection workflows and identify opportunities to improve consistency and efficiency.
• Share how AI is being used to streamline data gathering, analysis, communication, and other aspects of the tax projection process.
• Discuss common challenges that arise when clients fail to implement tax planning recommendations and explore ways to improve follow-through and accountability.

Bring your experiences, questions, and ideas as we learn from one another and share best practices for delivering more valuable tax planning services to clients.

Date: July 22, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE

 Learn how accounting firms can move from ad hoc AI use to a systematic, firm-wide approach. Earn 1 CPE credit with Angel Sabino and Amy McCarty. 

Artificial intelligence is transforming the accounting profession, but many firms are still relying on individual team members to explore and use AI tools on their own. How do you move from isolated AI experiments to a consistent, scalable approach that benefits the entire firm?

Join Angel Sabino and Amy McCarty as they explore the stages accounting firms typically move through when implementing AI across their organization. This session focuses on helping firm leaders and team members evaluate their current level of AI adoption, identify opportunities for growth, and understand the people, process, and technology considerations required to build sustainable AI systems.

Rather than focusing on specific AI tools or technical implementation, this webinar provides a strategic framework for developing an intentional AI strategy that supports operational efficiency, team collaboration, and long-term firm success.

Learning Objectives:

• Identify the key stages firms move through when evolving from ad hoc AI use to a systematic, firm-wide approach.
• Recognize the critical questions to ask about people, processes, and technology before building shared AI systems.

Who Should Attend:
Accounting firm team members, managers, and leaders interested in leveraging AI to improve workflows, efficiency, and firm operations.

CPE Available: 1 Credit

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.