No sales pitches and no panel of vendors — just candid conversation, shared strategy and support from people who run firms like yours. Sessions are free to attend by invitation.
Replace this band with the details of the next session. Everything else on this page is evergreen and can stay as it is.
Most peer groups are either an expensive annual commitment or a thinly disguised sales channel. This is neither. It is a recurring virtual conversation among firm leaders, facilitated by someone who has sat on both sides of the partner table.
The value is in leaders saying the thing they would not say on a conference panel. Attendance is capped and the room is closed, which is what makes that possible.
Everyone in the room runs or helps run an accounting firm. There is no sponsor slot, no pitch and nothing to buy at the end.
Every session is built around a decision firm leaders are facing right now, and you leave with something you can act on this quarter.
The forum is deliberately limited to leaders who can actually act on what gets discussed:
Sessions follow whatever is most pressing for the group. Recurring themes include:
Erin is a CPA who left practice to work on the part of firms that spreadsheets do not fix. She spends her weeks inside independent CPA firms — coaching partners, facilitating retreats and helping leadership teams make decisions they have been circling for years.
That is what she brings to the forum: not a presentation, but the pattern across dozens of firms wrestling with the same question you are. Read more about Erin or see how we work with firms.
Invitations are reviewed individually so the room stays the right mix of people. Tell us a little about your firm and we will be in touch with the details for the next session.
There is no cost to attend, and nothing is sold in the session.
No. Sessions are free to attend for the leaders who are invited. The forum is not a paid peer group and there is no membership fee.
Because the conversation only works if the room is right. Keeping it closed and capped is what lets partners speak plainly about succession, compensation, underperformance and the things that do not get said in public. Requests are reviewed individually rather than approved automatically.
Partners, managing partners, firm owners and senior leaders with firm-wide responsibility at independent accounting firms. It is not built for staff, students, or vendors selling to the profession.
Sessions run periodically through the year and are typically about an hour, held virtually so leaders can join without travel.
No. There is no pitch in the session and no sponsor slot. If you later want to talk about working together that is a separate conversation you have to start yourself.
No. Come to the ones where the topic is relevant to what your firm is facing. You will get the details ahead of each session and can decide each time.
