CPE & Events Catalog
2026/05/14-15 Firm Forward Summit - IN PERSON
This is not a traditional conference. The Firm Forward Summit is a strategic working session designed for firms ready to move forward with intention. Firms are strongly encouraged to attend as a leadership team of two or more to maximize alignment, accelerate decision-making, and drive meaningful transformation.
INVESTMENT:
Individual Registration: $610
Leadership Team Registration: $1500 for three attendees
WHAT MAKES THIS DIFFERENT
Strategic Design Lab - Work with peers to redesign one pillar of your firm and leave with a visual transformation sketch.
Real Case Studies - Hear how firms are transforming talent, culture, technology, and governance
Candid Dialogue - Engage in peer roundtables on succession complexity, ownership transitions, and strategic alignment.
FEATURED EXPERIENCES
• The Firm Reimagined: Leadership at a Strategic Crossroads
• Guided Design Lab: Reimagine one pillar of your firm
• Spotlight Panel: Pathways to Progress
• Roundtable Deep Dives: Navigating the gray areas of transformation
• Leadership Hardiness: Turning pressure into performance
INVESTMENT:
Individual Registration: $610
Leadership Team Registration: $1500 for three attendees
WHAT MAKES THIS DIFFERENT
Strategic Design Lab - Work with peers to redesign one pillar of your firm and leave with a visual transformation sketch.
Real Case Studies - Hear how firms are transforming talent, culture, technology, and governance
Candid Dialogue - Engage in peer roundtables on succession complexity, ownership transitions, and strategic alignment.
FEATURED EXPERIENCES
• The Firm Reimagined: Leadership at a Strategic Crossroads
• Guided Design Lab: Reimagine one pillar of your firm
• Spotlight Panel: Pathways to Progress
• Roundtable Deep Dives: Navigating the gray areas of transformation
• Leadership Hardiness: Turning pressure into performance
Highlights
YOU’VE BEEN SELECTED
The Firm Forward Summit brings together firm partners and executive leaders to explore
the forces reshaping accounting firms, including succession, talent disruption, AI integration,
governance, and evolving client expectations. Hear from profession experts Judy Hissong,
Gary Thompson and Sarah Turner.
Field of Study: General Knowledge
Advanced Prep
None
Who Should Attend
Designed for decision-makers shaping the future of their firms: Managing Partners & Firms Owners; Executive Leaders; Next-Generation Firm Leaders
