Our agenda has been crafted with you in mind. Each session has been selected to provide top-notch learning within a specific audience. Check out our criteria for each area of expertise below and discover your personalized agenda. After you find your best fit, head over to our agenda and sort by “Career Stage” for a learning experience that’s been tailored to your specific needs.

Choose your Career Stage:

Titles that may be on your LinkedIn profile:

Financial Accounting Staff, Associate, Senior Associate

Your professional credentials and affiliations:

CPA

What are the hopes dreams and aspirations of a person in this role?

Working towards ABV or CFF credential; learning technical standards; advancement to next level of firm

Years in the business:

2-5

Titles that may be on your LinkedIn profile:

Financial/Accounting Management, Manager, Senior Manager, Director

Your professional credentials and affiliations:

CPA, ABV, CFF, CFE, CVA, ASA, CFA

What are the hopes dreams and aspirations of a person in this role?

Become partner; begin to have a seat at the table when it comes to firm direction and implementing firm decisions

Years in the business:

5-15 years

Titles that may be on your LinkedIn profile:

Partner, Managing Partner, Vice President, President, Owner

Your professional credentials and affiliations:

CPA, ABV, CFF, CFE, CVA, ASA, CFA, CEIV, CGMA

What are the hopes dreams and aspirations of a person in this role?

Optimize your leadership, be a role model to the self-starters and experiences pro’s.

Years in the business:

15-30