Sustainable, measured, and controlled growth is never the result of one decision, one hire, or one software solution. This type of growth results from a cohesive strategy.
In this keynote, Joe Woodard will provide a high-level roadmap for how your firm can align its strategies around clients, services, technology, people, and systems to design and build a single, scalable practice strategy, or “platform.” The session will also serve as a framework for the conference, helping attendees connect each session to the bigger picture of firm growth.
High-performing firms don’t grow by accident—they follow a deliberate, repeatable strategy. In this panel, firm leaders will break down how they define, operationalize, and execute on growth initiatives that scale. From setting a clear strategic direction to aligning leadership, resources, and accountability, learn how top firms are turning growth plans into measurable outcomes.
An exclusive dive into Accounting Today’s Blueprint for Growth research—an in-depth survey of firm leaders, including many of the profession’s Fastest-Growing Firms. This keynote will unpack the strategies, operating models, and decision frameworks that consistently separate high-performing firms from the rest of the market.
Drawing on proprietary data across service mix, client strategy, technology adoption, talent management, and firm operations, this session will highlight the key patterns driving sustained growth—and where firms are falling behind. Attendees will gain a clear, data-backed view of what it takes to scale efficiently in today’s evolving landscape.
More than just insights, this session will provide a practical roadmap for firm leaders looking to refine their growth strategy, prioritize investments, and align their organization around what actually drives performance.
Not all growth is good growth. This session will explore how leading firms define their ideal client profile—and build systems to attract, select, and retain the right relationships. From refining client selection criteria to improving onboarding and service delivery, learn how a focused client strategy can drive stronger margins, better experiences, and more sustainable growth.
As firms evolve beyond compliance, determining the right mix of services is critical to growth. This session will examine how firms are expanding into higher-value offerings like advisory and CAS, aligning services to client needs, and building scalable delivery models. Learn how to prioritize, package, and deliver services that drive both client impact and firm profitability.
Technology is no longer just an enabler—it’s a core driver of growth. This panel will explore how firms are designing tech strategies that align with their long-term vision, support operational scale, and remain adaptable as needs evolve. From tech stack integration to ongoing optimization, hear how leading firms ensure their technology investments keep pace with growth.
Growth places new demands on internal operations—and many firms struggle to keep up. In this interactive roundtable, attendees will exchange insights on building the management, marketing, HR, technological and other operational infrastructure needed to scale effectively. Discuss when to build vs. buy, how to create accountability across leadership, and what it takes to support sustained, strategic growth.
Capacity constraints remain one of the biggest barriers to growth. This closing session will explore how firms are developing integrated workforce strategies that balance hiring, outsourcing, and automation. Learn how leading firms are leveraging AI, offshore talent, and smarter staffing models to increase capacity, improve efficiency, and support long-term scalability.
