Join us for an interactive and insightful pre-conference session designed specifically to help your CAS practice grow. We will feature thought leaders who will delve into the critical aspects of internal and external marketing, client selection, and pricing and packaging strategies. The goal is for you to walk away with effective marketing techniques to enhance your visibility, basic criteria for qualifying clients that align with your practice, and insights into innovative pricing models that reflect the value of your services. True to our roundtable roots, participants will get the opportunity to share with their peers, allowing for the exchange of ideas and experiences. Whether you are looking to refine your current strategies or explore new approaches, this session will equip you with the knowledge and tools to drive success.

Ideal for partners, practice leaders and marketing professionals who are involved in the development and management of CAS practices.

CPA firms face a significant challenge when it comes to organic growth. The industry-wide talent shortage is well documented, and those who do enter the profession often place business development (BD) low on their priority list. Yet firms need sustainable growth through client expansions, cross-referrals, and new business acquisition. While dedicated BD professionals can drive these initiatives, achieving double-digit growth requires firm-wide participation. This session delivers a step-by-step guide that makes business development accessible and efficient for your mid-level and senior managers—without compromising billable hours. It transforms business development from a daunting challenge into a structured, manageable process that integrates seamlessly with your firm's existing workflows.

Up until now, we’ve enjoyed a seemingly endless supply of client opportunities, so most firms haven’t had to focus on growth. Now firm leaders are looking to drive strategic growth to mitigate economic uncertainty, replace services and solutions that are no longer relevant, and create opportunities for talent. This session will help you to identify the five levers needed to drive your growth plan: define an approach to create a unified vision and strategy for your individual practice or your firm; identify the elements to promote a true marketing and business development culture; recall methods to position and price your services to maximize value, mitigate risk and increase cash flow; list required talent strategies to ensure capacity to deliver new client engagements when they close; and recite new measures that matter to drive more output and results. Leave with clear actions to achieve your firm’s growth goals.

Marketing your CPA firm doesn’t have to break the bank. With the right strategies, you can effectively attract new clients, boost your brand visibility, and grow your practice—all while staying within a budget of $5,000 or less. This session will present five practical, cost-effective marketing strategies specifically tailored for CPA firms, enabling you to make a big impact without a big spend. We’ll explore innovative approaches that blend digital marketing with traditional techniques, helping you reach your target audience and stand out in a crowded market.

The future growth of your firm will include the strategic growth of accounting & advisory services. The challenge is, it can be difficult to know exactly how to package, price and sell these services with compliance work. This session is designed to demystify these challenges by showing you exactly the strategies and tactics to implement.

In today's evolving market, the ability to cultivate the next generation of rainmakers is crucial for sustaining growth and client loyalty within accounting firms. This session will delve into the strategies for identifying emerging talent, providing them with the necessary tools and mentorship, and fostering a culture that encourages proactive client engagement. Attendees will leave with actionable insights to develop future rainmakers who can lead their firms to continued success.

Artificial intelligence is revolutionizing the business landscape, and nowhere is its impact more profound than in the realm of client relationships. From a business development standpoint, understanding and leveraging AI can be the key to building stronger, more effective connections with clients. In this session, we'll dive into how AI is transforming marketing and business development strategies, enabling CPAs to refine client outreach, personalize engagement, and identify new opportunities for growth. We’ll explore how AI empowers firms to gain deeper insights into client behaviors and preferences, helping foster long-term relationships that go beyond transactional exchanges.

Explore how firms can leverage digital transformation to overhaul outdated marketing practices. In this session, attendees will learn strategies for refreshing your firm’s brand, modernizing your website, and optimizing your social media presence. Discover how these changes can improve client engagement, attract top talent, and drive firm growth.

In 2023, Kernutt Stokes launched a completely redesigned website with a goal of not only creating a better and more dynamic looking site, but also driving qualified leads to their new contact form. In the first year, website traffic increased more than 50% and conversions increased by more than 350% with at least 15% of new, organic business a direct result of the website. This session, best suited for small to mid-sized firms, will walk you through the project from start to finish – including what and who were involved in planning, creating, and developing the site; how staff were engaged in the launch of the new site; how Google Ads and LinkedIn ads were restructured; and how the site continues to provide impactful and successful leads for the firm.