Date(s):

01/08/2026

Registration Open:

12:45 PM - 1:00 PM

Time:

1:00 PM - 6:30 PM

Meeting Type:

Special Events

CPE Credit:

3.00

Field(s) Of Study:

Accounting (3.00)

Level of Knowledge:

All

Price:

Member: $40.00
Nonmember: $50.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

Accounting is stronger when we build together. The BTG Roadshow brings firms of all sizes and solution providers into one room to share practical plays for building community, deepening client and team connection, and collaborating smarter across the ecosystem. Expect candid conversations, real examples you can use, and an onsite happy hour to cement new relationships.

Who should attend
Partners, managers, operations/people leaders, and rising stars who want a people-first culture, better workflows, and a stronger peer network.

What you’ll gain

  • Concrete community plays that improve retention and engagement
  • Workflow ideas that reduce rework and make expectations crystal clear
  • Collaboration frameworks for working with tech and outsourced partners as one industry
  • New connections with peers facing the same challenges

Agenda at a glance

  • 1:00–1:20 Arrival & mingling
  • 1:20–1:30 Welcome & event framing
  • 1:30–2:20 Keynote: Building Community in Accounting
  • 2:30–3:20 Connection Panel: Small • Mid • Large Firms — what’s working now
  • 3:30–4:10 Tech/AI Collaboration Panel: practical use cases & change management
  • 4:15–4:55 Outsourced Partners Discussion: when and how to collaborate
  • 5:00–6:30 Onsite Happy Hour & curated intros


Highlights

Attendees will be able to:

  1. Identify two practices that strengthen community and retention.
  2. Map one collaboration workflow that improves client/team communication, and
  3. Outline a 30–60 day pilot to test a cross-partner process.