Leading Your Accounting Firm Through Change
January 28, 2026
Leading Your Firm Through Change
Change is inevitable—but how you lead your firm through it determines whether your team develops resistance or resilience. In today’s rapidly evolving accounting landscape, successful firms know that transformation isn’t just operational. It’s relational.
In this practical, insight-rich webinar, we break down a proven framework for leading effective, trust-building change inside an accounting firm. Drawing from real experiences—including guiding our own firm through two recent acquisitions—we’ll show you how strong leadership turns uncertainty into clarity, alignment, and long-term growth.
Whether you’re navigating new technology, restructuring your team, onboarding a merger, or scaling your advisory services, this session will equip you with the tools to lead with confidence and connection.
What You’ll Learn
By the end of this session, you will be able to:
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Identify the three phases of change and understand how each impacts team performance and morale.
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Define the four components of the “Four P’s” framework—Purpose, Picture, Plan, and Part—and learn how to use them to communicate with clarity and influence.
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Apply actionable leadership strategies that build trust, strengthen culture, and help your firm stay grounded and resilient in times of transition.
Who Should Attend
This webinar is designed for:
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Accounting firm owners
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Managing partners
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Directors and firm leaders
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Anyone responsible for guiding teams through organizational change
Why This Matters
Firms that lead change well:
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Retain top talent
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Increase adoption of new initiatives
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Strengthen client relationships
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Build a culture of trust instead of fear
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Position themselves for sustainable growth
If your firm is preparing for change—or in the middle of it—this session is your roadmap.
CPE Credit
Participants are eligible for 1 hour of CPE credit.
