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DAY ONE - TUESDAY AUGUST 26, 2025
Live Workshop
Jamie Gruol
How to Build a Sustainable, Profitable Firm That Doesn’t Run You Into the Ground
Featured Speaker
Josie Parr
Right Scaling to Design a Profitable and Balanced Firm
Featured Speaker
Grace Costa
How to Build a DIY Client Membership Site for Your Firm
Bianca Smith
How to Use Storytelling in Your Firm's Marketing
Samantha Besnoff
Using a Podcast to Market Your Firm: Behind the Scenes
Irene Seelig
Attract Premium Clients Beyond Referrals with Pitch Gifting and AI Scripts
Laura Lynch
Holistic Wealth - Beyond the Balance Sheet
DAY TWO - WEDNESDAY AUGUST 27, 2025
Live Workshop
Irene Seelig
Pricing Psychology: Strategies that Land Premium Clients for You
Featured Speaker
Josie Parr
New Tax Law, New Revenue, How to Package and Sell OBBBA Advisory
Featured Speaker
Brenda Cannon
Tax Prep Transformed How to Schedule Your Tax Returns
Alyssa Ciera
Smarter Scaling: Identify the Next Hire to Scale Your Firm
Brannon Poe
Market Valuation and Why that Matters to Small Firms
Danielle Hoffer
How Small Firm Owners Can Motivate and Retain Staff
Charles Leikauf
What Does a Fractional CFO Actually Do?
DAY THREE - THURSDAY AUGUST 28, 2025
Live Workshop
Charles Leikauf
How to Earn More from Your Next or Existing Clients with the CFO Intensive Model
Featured Speaker
Kristen Corey
The AI Search Revolution: How SEO is Growing, Not Dying
Featured Speaker
Kelly Rohrs
App-solutely Essential: Building Your Firm's Tech Stack
Mark Wickersham
Stop Guessing with ChatGPT: Prompts That Actually Work
Jock Wols
When Cyber Attacks Hit: Real Incidents, Real Lessons for Small Firms
Kenneth Berrios
Small Firm Security: WISP and Publication 4557 Security Essentials for Firms
Michelle Weinstein
The AI Driven Follow-Up Framework for Smart Firm Owners
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