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Monday, Oct. 20
Partner - Leader Track
Team Member Track
Location
Tuesday, Oct. 21
Partner - Leader Track
Team Member Track
Location
KPI s 2.0: Analyzing and Improving Firm Performance
This session brings firm performance data to life through benchmarking and collaborative case studies. We'll review anonymized KPI data from participating firms to uncover trends, gaps, and outliers. Then, we’ll dive into selected case studies to explore what’s driving the numbers and crowdsource strategic ideas for improvement.
Motivate and Reward: Building Smarter Compensation and Incentive Plans for Your Firm
Compensation is more than salary—it’s a tool for motivation, retention, and aligning team performance with firm goals. This session explores how to design incentive plans that support growth while rewarding contributions. We'll review real examples and discuss what’s working (and what’s not) across firms of all sizes.
It's a Team Effort that Starts with You: Real Leadership strategies to become a better leader
Great leadership doesn’t begin with a title—it begins with you. We will explore leadership strategies to lead with authenticity, build trust, and help your teams to be more successful.
What’s Your Firm Really Worth? Understanding and Growing Accounting Firm Value
Firm value goes beyond revenue—it’s shaped by your people, systems, and long-term sustainability. This session explores what truly drives value in today’s accounting industry and how M&A or internal transitions impact your firm and team. Hear lessons from leaders who’ve been through it and walk away with clearer insight into protecting, growing, and communicating your firm’s value.
Bridging the Distance: Best Practices for High-Performing Hybrid and Remote Accounting Teams
Today’s accounting teams are no longer bound by geography. This session explores proven strategies for thriving in hybrid and remote environments, including working with offshore colleagues. You'll hear real perspectives from both onshore and international team members—and walk away with tools to build trust, clarity, and accountability across any team.
Tackling the Tricky Stuff: A Collaborative Approach to Client Onboarding Challenges
First impressions matter—especially in professional services. This interactive session tackles real-world client onboarding challenges, with a focus on improving efficiency, retention, and profitability. Through case examples, group discussion, and peer collaboration, you’ll leave with practical, tested strategies to streamline your firm’s onboarding process.
Beyond the Numbers: Essential Soft Skills for Rising Leaders
As accountants step into leadership roles, technical skills alone aren’t enough. This session explores the soft skills—like communication, delegation, and trust-building—that drive real impact. Through discussion and practical exercises, participants will gain actionable tools to lead more effectively and support their teams with confidence.
Borrow a Brain, Share a Solution
In this highly interactive session, participants will collaborate across firm lines to exchange real-world operational, advisory, or workflow challenges. Each attendee will bring one firm-related challenge and engage in brief, structured rotations to gain peer-driven ideas and practical strategies. The session emphasizes collaborative problem-solving and inter-firm learning to drive continuous improvement.
Firm Olympics: Compete, Collaborate, Celebrate
This fast-paced, interactive session brings firm owners and their teams together to solve practical firm challenges in a fun, game-based format. Structured as a mini “Firm Olympics,” participants will rotate through a series of timed stations focused on core areas such as workflow improvement, communication, and advisory thinking.
AI in Action: Applying Artificial Intelligence to Your Role in the Firm
This session explores how AI is transforming daily work in accounting firms across client service, operations, compliance, and advisory. Through discussion and exercises, participants will identify ways to use AI tools to boost efficiency and add value. Whether in tax, accounting, or operations, attendees will gain confidence in applying AI solutions to their roles.
From Idea to Action: Create Your Plan
In this final session, attendees will turn insights and ideas into a concrete action plan for their individual firms. Guided exercises will help prioritize initiatives and outline clear next steps for implementation. Participants will leave equipped to confidently drive meaningful improvements and move from strategy to action.
Collective by DBA
Dillon Business Advisors
