Re-Imagining and Revolutionizing
the Way Accountants Work

We’re going virtual! Don’t miss out on an awesome day of jam-packed industry insights, updates, tips and plans. Join peers and industry thought leaders, who are also building global teams, for a day of learning and sharing.

Friday, June 4, 2021 | 9:30 AM to 3 PM PDT

SPONSOR

Agenda

Session 1

What’s coming in 2021?

9:30AM – 10:00AM

MITCH HOLLIDAY
General Manager NA, TOA Global
@mitch-holliday

KELLY SEGAT
Chief Customer Officer – TOA Global
@kellysegat

Session 2

How to Scale an Accounting Firm in 2021

10:00AM – 11:00AM

Ryan Lazanis CPA, CA
Founder, Future Firm Inc.
@ryanlazanis

Session 3

Between Two Firms’ Client Panel

11:00AM – 12:00PM

MITCH HOLLIDAY
General Manager NA, TOA Global
@mitch-holliday

BREAK TIME 12:00PM – 1:00PM

Session 4

Future-Proof your Firm

1:00PM – 2:00PM

NICK SINCLAIR
Founder, TOA Global
@nicksinclair

Session 5

Attracting and Retaining Top Talent

2:00PM – 3:00PM

LANA MORGAN
VP,Talent | TOA Global
@lana-morgan

MATTHEW DAVIS
Talent Delivery Manager, TOA Global
@mattmatters1

Why should clients attend?

  • Actionable content you can bring back to your teams, onshore and offshore.
  • Inspiration and motivation to invest in your team’s success, especially in times of crisis.
  • Case studies and success stories from clients and industry leaders who can help you grow and effectively manage your ideal global team.
  • Networking and knowledge sharing in a Q&A environment to learn what’s actually working for other firms, and take those strategies back to your team.
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