upcoming events

XEROCON NASHVILLE

Music City Center 201 Rep. John Lewis Way S, Nashville, TN, United States

Join us in Nashville for a conference you don’t want to miss - featuring accounting and bookkeeping leaders from North America and beyond. Plus, Brannon Poe will be serving as an honored judge alongside industry influencers and Xero’s key leaders!

Profitable Lifestyle Firm Summit

Virtual

Join Brannon Poe, CPA alongside other industry leaders for this virtual conference, taking place August 27 - 29. The Profitable Lifestyle Firm Summit is for small tax and accounting firm owners and is designed to shift your firm from the traditional expectation of long hours, demanding clients and stressful deadlines to a profitable, sustainable business

CPB Canada IGNITE 2024

RBC Convention Centre 375 York St, Winnipeg, MB, Canada

Join our team at CPA Canada's IGNITE 2024 conference this September 10 - 13. Bookkeeping, accounting and finance professionals, along with industry partners, will gather to foster valuable connections and hear from the industry's top leaders. Darryl Boyd of Poe Group Advisors will also be speaking on Sept. 12 at 3:45 p.m. Be sure to

Market Update Webinar (Sept. 18)

Join Poe Group Advisors president, CPA and M&A specialist Brannon Poe for a live webinar. We’ll delve into the latest trends impacting CPA firm valuations and analyze how private equity is shaping the future. We’ll also explore what these changes mean for your practice. We'll host two separate sessions on Sept. 18 and Sept. 24,

Market Update Webinar (Sept. 24)

Join Poe Group Advisors president, CPA and M&A specialist Brannon Poe for a live webinar. We’ll delve into the latest trends impacting CPA firm valuations and analyze how private equity is shaping the future. We’ll also explore what these changes mean for your practice. We'll host two separate sessions on Sept. 18 and Sept. 24,

THRIVEAL DEEPER WEEKEND 2024

The 405 405 Westfield Street, Greenville, SC, United States

Join us for Deeper Weekend 2024 in Greenville, South Carolina. Poe Group Advisors is proud to be a sponsor of Thriveal’s 13th annual conference, which promises to arm CPAs with education, research, encouragement and more from our industry’s best and brightest.

Accountex Canada 2024

Join our team at Accountex Canada 2024 this November 5 and 6! We’ll be hosting a booth during the event at the Metro Toronto Convention Centre. We look forward to making new connections, learning from industry experts and sharing more about how Poe Group Advisors can help you!

ncaCPA 85th Annual Symposium

We’re looking forward to attending the ncaCPA 85th Annual Symposium this November 18 - 20. Our team will be on-site to meet with CPAs from across the state, hearing from engaging speakers and making new connections. Register today at https://www.ncacpa.org/symposium/.

PASBA 2025 Spring Marketing & Technology Conference

We’re excited to be a sponsor for this year’s PASBA Spring Marketing & Technology Conference in Clearwater Beach, Florida. Join us from May 5-8 at the new Opal Sol for this energizing opportunity to network, speak with peers and celebrate fellow PASBA members. Register now at na.eventscloud.com/website/82573/.

How To Buy an Accounting Firm (Webinar)

Virtual

Thinking of acquiring an accounting firm? In this exclusive webinar, you’ll learn industry-proven strategies that will prepare you to (successfully) acquire a practice. Participants can attend anonymously through a confidential Zoom link.

Prepare Your Firm For a Sale (Webinar)

Virtual

Ready to sell your accounting firm? Prepare to transition from your practice with confidence. Join our upcoming webinar to learn how to avoid common pitfalls and maximize your exit strategy.