upcoming events

  • AICPA® ENGAGE 2026

    Engage with colleagues, industry leaders and the Poe Group Advisors team at one of the profession’s largest annual events. AICPA® ENGAGE is one of the industry’s largest annual events and your home base for answers, insights and opportunities in the accounting space.   Register today for AICPA ENGAGE 2026.

  • Scaling New Heights 2026 by Woodward

    Woodward’s annual conference promises to help you navigate this “Strange New World.” Join us in Orlando to master the skills and learn the insights that will empower your practice to navigate AI advancements, sweeping policy change, staffing challenges, M&A’s growing presence and more. Register today for Scaling New Heights 2026.

  • Guide to Data-Driven Client Selection

    Virtual

    Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview Not all clients are created equal. The top 20% generate the majority of profit, while the bottom segment drains time, energy, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout. In this 1-hour

  • Buying In or Selling Out: What CPAs Need to Know About Today’s Firm Market | TXCPA Fort Worth Member Appreciation Day, Panel Discussion

    Ridglea Country Club, Fort Woth, TX 3700 Bernie Anderson Ave, Fort Worth, TX, United States

    Poe Group Advisors' Barbara Agerton, CPA, joins a panel of brokers, firm partners, and buyers to discuss the current landscape for CPA firm acquisitions and transitions. The conversation covers market trends, valuation drivers, deal structures, and the practical realities of buying or selling a practice. The session also addresses internal buy-ins, including what prospective partners