upcoming events

  • 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

  • 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

  • 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

  • Market Update Webinar

    Virtual

    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

  • Thriveal Deeper Weekend 2025

    Greenville, SC

    Join us from Oct. 22-24 in Greenville, South Carolina, to connect, strategize and level up in high-impact CPA workshops. Dive deep into the science and practice of productivity at this