Focus Group: Canopy Insights Reporting

Member-only | January 7, 2026 at 2:00 PM CT

Join us for an engaging and collaborative Canopy Insights Reporting Focus Group, designed for accounting professionals who want to improve how they analyze, track, and leverage firm data using Canopy. This session will be hosted live on Zoom and will offer an interactive environment where attendees can openly share experiences, challenges, and best practices.

Focus Groups are discussion-based sessions, and participants are encouraged to contribute their insights to help shape better reporting workflows, identify feature gaps, and explore opportunities for enhanced data visibility within Canopy.

Full session details and discussion topics will be announced as the event approaches.

Event Details

📅 Date: January 7, 2026
⏰ Time: 2:00 PM Central Time (US & Canada)

What to Expect

• A collaborative conversation with peers using Canopy

• Opportunities to share reporting challenges and successes

• Insight into how firms are using Canopy’s reporting tools

• Group exploration of improvements, needs, and feature priorities

Who Should Attend

This focus group is ideal for accounting firm team members who regularly work with Canopy Insights, reporting tools, dashboards, or firm management data. Participants should come prepared to engage in open discussion.

Optimizing Tax Document Intake, Tax Return Delivery, and E-Signature Processes

Member-Only Webinar for Accounting Firms | 1 CPE Credit

Managing tax document intake, tax return delivery, and e-signature workflows can significantly impact an accounting firm’s efficiency—especially during busy season. In this session, we will walk through our proven processes and best-practice recommendations to help your firm streamline operations, improve accuracy, and enhance the overall client experience.

This webinar provides practical guidance for modernizing your tax workflow using efficient intake methods, organized delivery systems, and compliant e-signature solutions.

Learning Objectives

Participants will learn how to:

1. List the steps to streamline tax document intake, tax return delivery, and e-signature processes.

2. Identify workflow strategies that improve operational efficiency and reduce bottlenecks in the tax process.

Who Should Attend

This session is designed for all accounting firm team members, especially those involved in:

• Collecting tax documents

• Managing tax return delivery

• Overseeing e-signature processes

• Supporting tax workflow and client communication

Whether you’re refining existing systems or building new workflows, this training offers actionable insights you can implement immediately.

CPE Credit

CPE Available: 1 credit

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:

1. Identify the three phases of change and understand how each impacts team performance and morale.

2. 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.

3. 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:

• Accounting firm owners

• Managing partners

• Directors and firm leaders

• Anyone responsible for guiding teams through organizational change

Why This Matters

Firms that lead change well:

• Retain top talent

• Increase adoption of new initiatives

• Strengthen client relationships

• Build a culture of trust instead of fear

• 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.

Mastering the Tax Extension Process for Individuals and Businesses

Member-only Webinar for Accounting Professionals | 1 CPE Credit

Description

Filing tax extensions accurately and on time is essential to avoiding penalties and maintaining an efficient tax workflow. In this session, we will review the complete tax extension process for both individual tax returns and business tax returns, providing clear steps and best practices your firm can implement immediately.

Whether you are new to extensions or looking to improve your current workflow, this webinar offers practical guidance to help streamline the process and ensure compliance.

Learning Objectives

Participants will learn how to:

1. List the required steps to extend individual tax returns.

2. List the required steps to extend business tax returns.

Intended Audience

This session is designed for all accounting firm team members, especially those involved in the tax preparation and filing process. Staff responsible for organizing client documents, preparing returns, or submitting extensions will benefit from the structured, step-by-step guidance provided.

CPE Credit

CPE Available: 1 credit

KPIs That Double Your Firm Value

Date: February 25, 2026 | Time: 12:00 PM CT | CPE: 1 Credit

Maximizing your accounting firm’s value starts with knowing the right numbers. In this dynamic webinar, designed specifically for firm owners and leaders, we’ll explore the five KPIs that matter most for driving operational efficiency, uncovering growth opportunities, and increasing firm valuation.

You’ll also learn how to implement a proven planning framework to transform insights into actionable improvements, helping your firm perform better today while building long-term value for the future.

What You’ll Learn

• The five KPIs that have the greatest impact on efficiency, profitability, and firm value

• The five-step Backwards Mapping framework to convert KPI insights into strategic action

Who Should Attend

• Accounting firm owners

• Managing partners

• Directors and firm leaders

Why This Webinar Matters

Understanding and applying the right KPIs allows firm leaders to:

• Spot operational issues before they escalate

• Optimize resources and improve workflows

• Strategically grow firm value for long-term success

Whether you’re scaling your advisory services, managing multiple offices, or preparing your firm for the future, this webinar gives you the tools to make data-driven decisions with confidence.

Reserve your spot today!

Preparing for the April 15 Tax Deadline: Post–March 15 Review & Best Practices

Member-only Webinar for Accounting Professionals | 1 CPE Credit

Get ready for a more efficient and stress-free tax season. Join us as we review the outcomes of the March 15 tax deadline and outline key strategies to help your firm prepare for the April 15 tax deadline. This session provides actionable insights, workflow improvements, and best practices that accounting teams can apply immediately to stay organized and on track.

Learning Objectives

Participants will learn how to:

1. Identify successes and areas for improvement following the March 15 tax deadline.

2. Implement strategies and best practices to prepare for the April 15 tax deadline.

Intended Audience

This webinar is designed for all accounting firm team members, especially those involved in the tax preparation and filing process. Team members responsible for workflow management, client communication, or deadline coordination will find this session especially valuable.

CPE Credit

CPE Available: 1 credit