upcoming events

  • 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/.

  • 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.

  • Reclaim Your Time and Maximize Profits (Webinar)

    Virtual

    Discover the keys to improving your practice, increasing profits and reducing hours in this Accounting Practice Academy-exclusive webinar hosted by Poe Group president Brannon Poe.

  • 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.

  • AICPA® & CIMA® Engage 25

    You’re in luck! Join us for AICPA® & CIMA® ENGAGE 25, hosted at ARIA Resort & Casino in Las Vegas and live online! Wherever you are in your career, this

  • Scaling New Heights® Conference by Woodard

    We are thrilled to sponsor the 2025 Scaling New Heights® Conference by Woodard in Orlando, Florida, at the Orlando Marriott World Center. This four-day accounting technology event is one of

  • Private Equity M&A Market Update Webinar

    Virtual

    Join Brannon Poe, CPA and Regional Market Leader Morry Brown, formerly Goldman Sachs, for a focused session on what accounting firm owners need to know before engaging with private equity

  • CPB CANADA IGNITE 2025

    Virtual

    Join our Darryl Boyd, regional director at Poe Group Advisors, for “Building Your Cloud Firm to Scale or Sell” - an engaging session held at this year’s CPB IGNITE 2025 conference. This session will explore how cloud bookkeeping firms are valued and what factors are important in building one’s firm.

  • The One National Conference

    The ONE National Conference returns on Sept. 18 and 19 in Ottawa, Ontario, and virtually for its 12th year. This is the only national event for CPAs that unites more