Discover how Mastermind groups and one-on-one coaching can strengthen leadership, improve problem-solving, and accelerate growth for firm owners and team members. In this webinar, we’ll explore the key components of effective peer networks, when participation provides the most value, and how coaching can complement peer support.

Who Should Attend:
Firm owners and team members with leadership or operational responsibilities looking to build stronger teams, make better decisions, and drive accounting firm growth.

What You’ll Learn:

1. The essential elements of a successful Mastermind group
2. How peer collaboration benefits firm owners and team members
3. The advantages of one-on-one coaching

Reserve your spot today and learn how peer relationships can take your leadership—and your accounting firm—to the next level.

This webinar is CPE eligible.

Tech Talks are technology-focused sessions where we highlight different aspects of software and apps members are using and considering.

At this month's Tech Talk, we are sharing the results of our Collective by DBA member tech stack survey. Learn which technologies and software members reported using to gain efficiencies and accelerate growth in their firms.

Tech Talks do not qualify for CPE.

• List ways to best prepare to meet with clients
• Identify key topics to consider discussing with clients during meetings
• List key follow-up steps after the meeting is over

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 2025, connect with fellow members, collaborate with industry experts, and plan for 2026. 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 20-21, 2025
• 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

Team structure is key to scaling a firm. Clear roles and smart delegation free team members for high-value work. This session explores how a CSM Assistant can boost efficiency, improve client experience, and strengthen pod design to support firm growth and culture.

Learning Objectives:

• Explain how a CSM Assistant strengthens pod-based team structures by enabling delegation and role clarity.
• List the operational, cultural, and client service benefits of integrating a CSM Assistant into their firm’s structure.

Intended Audience: This session is for firm owners and leaders who may be responsible for staff development or firm hiring.

CPE available: 1 credit

The year-end 1099 process is often time-consuming and error-prone, leading to stress, penalties, and rework. This webinar will show practical ways to make the process more efficient and accurate by streamlining information gathering, avoiding common pitfalls, and using workflows and technology to reduce errors and save time.

During the session, we'll discuss the following software applications used as part of the 1099 preparation process:

• QBO
• Keeper
• Tax1099
• ADP

Learning objective:

• Identify strategies to streamline the 1099 preparation process, reduce errors, and save time through improved workflows and use of technology.

Intended Audience: This session is for all firm team members especially those involved in tax preparation.

CPE available: 1 credit