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.

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.

High-performing firms don’t grow by accident—they follow a deliberate, repeatable strategy. In this panel, industry 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.

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.

Jennifer S. DuBois, CPA, CGMA, serves as Chief Executive Officer and Managing Partner of Hantzmon Wiebel LLP, a full-service CPA and advisory firm based in Charlottesville, Virginia. With more than 30 years of experience in accounting, advisory services, taxation, and firm leadership, Jennifer has advised a broad range of clients, including individuals, businesses, employee benefit plans, private foundations, trusts, and estates. She is a past chair of the Virginia Society of CPAs Board of Directors and the first female chair of the Allinial Global Americas Regional Board. Recognized by Virginia Business Magazine as one of the 2025 and 2026 Women in Leadership honorees, Jennifer remains actively engaged in the profession through her commitment to innovation, operational excellence, mentorship, and community involvement. She brings practical leadership experience and a forward-looking perspective to help her firm and its clients grow with confidence.