The Strategy Suite | Virtual Roundtable September 19, 2025

Virtual Roundtable

The Strategy Suite: Insights from the Top – A Roundtable for Visionary Firm Leaders is a premier virtual event series designed for managing partners, CEOs, and firm leaders in the accounting profession. This exclusive forum is led by three of the most respected voices in the industry: Allan Koltin, CEO of Koltin Consulting Group, is a […]

Manufacturing CPAs & Advisors Fall Meeting – October 27 -28, 2025

We are excited to announce our Manufacturing CPAs & Advisors Fall Meeting in San Ramon on October 27, 8:00 AM - 5:00 PM PST, and October 28, 8:00 AM – 12:00 PM PST. Get ready to dive into some exciting discussions and a manufacturing plant tour! We're thrilled to invite you to join us. Our […]

Banking CPAs & Advisors Fall Meeting – November 4 & 5, 2025

We are excited to announce our Banking CPAs & Advisors Fall Meeting in Cincinnati, on November 4, 8:00 AM – 5:00 PM CST, and November 5, 8:00 AM – 12:00 PM. Get ready for some exciting discussions! Our annual Meeting is just around the corner, and we're thrilled to invite you to attend. For meeting […]

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