Regional Meetings

Regional Meetings are held in specific cities around the nation, giving members a chance to discuss issues and challenges with each other locally.  Various topics are covered, ranging from practice management to advanced coaching methodologies.  Dress code is casual.

Virtual Regional Meetings

Virtual Regional Meetings are live, interactive round-tables which will run two hours, covering two separate topics.  

Helping Clients Deal with Grief and Loss 

Due to many circumstances in life, the holiday season can bring out the highs and lows in all of us.  When clients are suffering from grief and loss—whether it be in life, business, career, etc—what can we do to help them?  These emotional states cannot be addressed through numbers and information.  In fact, by avoiding the client’s difficult issues and “sticking to the numbers,” we can create the perception that we don’t care, creating a divide between us and the client.  

CPE: 1 hr, Personal Development.

The Modern Website 

How should we really be using our websites?  Most practitioners tend to make one of two mistakes; they either buy a canned website that sits on the web doing nothing for them, or they get sold on an over-the-top website with unreasonable expectations.  Where is the balance?  It should be in a website that leverages you in areas of practice management, business development, and positioning you properly with clients and prospects—without costing much time or money.  

Choosing the Right Leadership Style for Clients and Team 

Tax season tends to amplify the effects of how we lead our teams and clients—positively or negatively.  In order to get the most out of our practices, we need to be intentional on how we are leading others around us. 

CPE: 1hr, Personal Development.

Specialty Tax Services:  The Dos and Don’ts of Cost Segregation 

When appropriate for a client, cost segregation can yield incredible tax benefits for clients, instantly turning the CPA into the hero. The challenge with this strategy is that there is a lot of misunderstanding as to what it is and when it’s appropriate.  To make matters worse, there are countless salespeople, consultants, and even CPA practitioners who try to “sell” it.  Here they will share the truth about these tax strategies, including what to look for and what to avoid. 

CPE: 1hr, Communications and Marketing

7 Minute Coaching:  Tax Season 

Clients are no longer looking to us for information; they’re looking for our guidance.  Tax season presents the best opportunity to redefine who we are to clients.  By spending only an additional 5-10 minutes with a client during a tax meeting, we can redefine ourselves as leaders, determine which clients are going to need more help, and begin to set the stage for expanded engagements and projects throughout the rest of the year.  We will discuss best practices and proprietary support tools that network members have used to accomplish this. 

CPE:  1 hr, Communication & Marketing

Maintaining Health during Tax Season 

Tax season takes a heavy toll on both our physical and emotional health, which ultimately affects the quality of our work, morale of our teams, and our ability to help clients.  We will be discussing some strategies in areas including but not limited to rest, hydration, exercise and recovery.  

CPE: 1 hr, Personal Development

To learn more about any of the meetings listed above, email us at