Client Advisory Services Roadmap – The Cherished Advisor Step-by-Step Bootcamp Program | Summer 2022

Virtual

Offered in partnership with Amy Vetter of the B3 Method Institute, the Client Advisory Services Roadmap – The Cherished Advisor Step-by-Step Bootcamp Program is designed for owners, managers and accounting professionals at accounting practices to help them build a plan to successfully grow and scale a client advisory practice. Up to three participants from each […]

CEO Grow Community In-Person Meeting | August 2022

Kimpton Aertson Hotel 2021 Broadway, Nashville, TN 37203, Nashville, TN

When: Thursday, August 18 - Friday, August 19, 2022 Where: Nashville, TN Facilitators: Angie Grissom Description: In this live CEO Grow meeting, we will discuss key learnings and takeaways from each elite firm leader and how leadership priorities and initiatives have changed and continue to change. CEO Grow members will share, collaborate, and commit to the next […]

Client Advisory Services Leadership Roundtable

Virtual

When: August 23, 2022 at 11:00am CT - 12:00pm CT Where: Virtual Facilitators: Scott Moore and Amy Vetter Description: If you are a CAS Leader or part of a CAS department in your firm, this is the session for you! Bring your questions and join Scott Moore and Amy Vetter to discuss how to work […]

Nonprofit Industry Roundtable – September 2022

Virtual

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Tuesday, September 27th […]

Free

Real Estate & Construction Industry Roundtable – September 2022

Virtual

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Tuesday, September 27th […]

Free

Manufacturing Industry Roundtable – September 2022

Virtual

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Tuesday, September 27, […]

Free

Healthcare (HCAA) Industry Roundtable – September 2022

Virtual

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry.  Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Tuesday, September 27th […]

Free

Client Advisory Services Leadership Roundtable

Virtual

When: September 29, 2022 at 10:00am CT - 11:00pm CT Where: Virtual Facilitators: Angie Grissom and Amy Vetter Description: If you are a CAS Leader or part of a CAS department in your firm, this is the session for you! Bring your questions and join Angie Grissom and Amy Vetter to discuss how to work […]

CEO Grow Community Virtual Meeting | October 2022

When: Friday, October 21, 2022 from 10am-12pm CT Where: Virtually Facilitators: Angie Grissom Description: In this live CEO Grow meeting, we will discuss key learnings and takeaways from each elite firm leader and how leadership priorities and initiatives have changed and continue to change. CEO Grow members will share, collaborate, and commit to the next steps […]

Banking Industry Roundtable – November 2022

Virtual

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! This roundtable call is […]

Free

2022 NicheWorks

Nashville, TN

Registration is open for 2022 NicheWorks! November 17 - 18, 2022 | Nashville, Tennessee TRACKS Banking, Health Care, Manufacturing, Nonprofit, Real Estate & Construction New 2022 Track: Client Advisory Services (CAS) AGENDA Agendas for the overall conference and each industry niche tracks are in development and are posted on the event website. Please check back […]

Virtual Roundtable for Managing Partners

Virtual Roundtable

Invitation to Managing Partners and C-Level Firm Leaders - An Audience Interactive Live Video  "How to make your firm Recession Proof: The best defensive is an offensive" Join Industry Consultants, Angie, Grissom, Allan Koltin, and Gale Crosley as we navigate the outlook for 2023. Explore how we look at a challenging economic outlook and discuss […]

Free

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