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!

Join our first-ever public Focus Group designed specifically for accounting and advisory professionals who want to refine how they build, package, and price advisory services.

This interactive webinar goes beyond passive learning—you’ll collaborate in real time with peers to share experiences, test ideas, and uncover practical strategies you can immediately apply in your firm.

We’ll explore two core areas:

First, building advisory service plans. You’ll break into small group discussions to compare how firms structure and package their advisory offerings, what’s working, and where common challenges show up.

Second, we’ll shift into pricing strategies for advisory services, including how firms think about value, positioning, and profitability when packaging services. Again, you’ll engage in breakout discussions to exchange real-world insights with other attendees.

This is a working session, not a lecture. Come prepared to participate, share your experience, and learn directly from peers and Collective advisors.

Date & Time: June 3, 2026 at 12:00 PM CT
Format: Live interactive focus group with breakout discussions
Note: Focus Groups do not qualify for CPE

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.

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