Seeing The Possible:
A day long event to help you unlock the potential inside your practice.
Seeing The Possible is a day-long virtual event designed for firm leaders looking to make positive and practical changes within their practice. The event is a collaborative class hosted by 7 industry-leading consultants to help firms to unlock their potential in the ever-changing accounting landscape. The day-long event includes seven different 40-minute sessions along with opportunities for Q & A and breaks throughout the day.
The day's content will include:
Possibility & Potential:
An Invitation to Play in the Dimension of Possible
(Sarah Elliott of Intend2Lead):
In this session, we will invite you to spend the day exploring & envisioning the future of your practice through the lens of the Dimension of Possible.
Building Your Culture From “Why”
(Lindsay Stevenson of Origin Evolutions)
In this session, we’ll explore what it means to build a culture based on your "why" & how embodying it fully can fundamentally change how you do business.
Marketing & Branding:
Attracting Your Ideal Clients
(Madeline Pratt of Fearless In Training)
In this session, we will focus on understanding the connection between your core values and clients to envision what your practice would be like if every client was an ideal client.
Fixed Pricing in the Firm of Tomorrow
(Dustin Hostetler of Transformity Solutions)
In this session, we will look at the way practice pricing is shifting to uncover ideas of how to better price your firm's services.
Learning Through Technological Innovations
(Garrett Wagner of C3 Evolution Group)
In this session, we will explore the latest in technology trends and the steps that firms are taking to future proof their practices.
Hiring & Workplace:
Pivoting to an Inclusive Flexible Workplace for Moms & Millennials
(Kristin DiFolco of Viaggio Partners)
In this session, we will look at the way in which firms need to shift their workplace structure and hiring practices to attract an evolving workforce.
Aim To Take Action
(Dustin Hostetler & Michael Wherry of Transformity Solutions)
In this session, we will outline how to take the next steps in your practice by combining your firm’s vision with a clear action plan to help you make significant leaps forward.
Seeing The Possible is a live virtual event live that will take place on August 15th from 7:30 AM - 4:30 PM PST. Once registered participants will receive a confirmation email and calendar invitation.
Early Bird Ticket Price: $150
After July 31st - $200
About The Presenters
Dustin Hostetler - Co-Founder & Visionary at Transformity Solutions
As a Lean Six Sigma Master Black Belt, co-founder and visionary of Transformity Solutions LLC, Dustin is the pioneer in applying Lean and Six Sigma concepts to public accounting firms. Utilizing strategic thinking and starting with the client’s vision he customizes solutions for each challenge. These solutions are focused on leapfrogging today’s problems and focusing on tomorrows solutions. Dustin has consulted with more than 150 CPA firms over the past 10 years, including nearly half of the Accounting Today Top 100 firms. Along with consulting, Dustin has trained hundreds of firm practitioners to be certified Lean Six Sigma Green Belts in conjunction with Ohio State University.
Garrett Wagner - Founder & CEO of C3 Evolution Group
The Entrepreneurial CPA, Garrett Wagner CPA/CITP is an industry thought leader and on a mission to fuel the entrepreneurial spirit and passion within the industry. The Entrepreneurial CPA, Garrett Wagner CPA/CITP is an industry thought leader and on a mission to fuel the entrepreneurial spirit and passion within the industry. Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, and consulting for CPA firms across the country helping them to ignite lasting change by understanding the unique needs of each firm organization.Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, and consulting for CPA firms across the country helping them to ignite lasting change by understanding the unique needs of each firm organization.
Kristin DiFalco - Founder at Viaggio Partners
Few would believe a young person would choose a career like accounting based on the great flexibility it would afford them later in life, or that one’s decisions could center on helping others, even before it was clear what their own life would look like. Kristen recognized the value of flexibility at an early age by witnessing the struggles of others. She also possessed an innate desire to problem-solve for change. For Kristen, these driving factors would ultimately lead to uncovering her purpose. In 2018, Kristen founded Viaggio Partners, a remote recruiting and staffing firm dedicated to helping CPA firms address their work compression and talent acquisition and retention challenges by connecting accounting professionals with fulfilling flexible career opportunities.
Lindsay Stevenson - Founder at Origin Evolutions
Lindsay is the VP of Tax & Finance at 1st Financial Bank USA, Founder/CEO of Origin Evolution LLC and an Intend2Lead team member. As a CPA and CGMA, Lindsay has expertise in audit, tax and finance consulting. Through Origin Evolution, she strives to help leaders uncover their organizational purpose and create cultures, strategies and client delivery methods that align with that purpose. Lindsay has been recognized by the AICPA and CPA Practice Advisor as one of the Most Powerful Women in Accounting in 2018 and 2019, one of CPA Practice Advisors’ 40 Under 40 in 2018 and 2017 and received the AICPA Young CPA Award in 2017.
Madeline Pratt - Founder & CEO at Fearless In Training
Madeline Pratt is the Founder & CEO of Fearless In Training, a creative consulting firm for female founders & entrepreneurial accounting firms. Madeline built her career at the unique intersection between, technology, sales enablement, and channel development working for companies such as Avalara, Intuit, and most recently Fathom. Today Madeline leverages her experience from working with accountants from around the globe to help firms transform their marketing, branding, and sales to stand out & attract their ideal advisory clients in an ever-changing industry.
Michael Wherry - Co-Founder & CEO at Transformity Solutions
As a CPA, Lean Six Sigma Black Belt and co-founder of Transformity Solutions LLC, Michael leverages his past CPA firm experience to provide factual, reliable and thorough results on client engagements. He now focuses on helping organizations leapfrog today’s problems into tomorrow’s solutions through engagements designed to fulfill the custom needs of organizations across the country. Prior to co-founding Transformity Solutions LLC Michael was a consultant with Boomer Consulting, Inc., and various Minneapolis-area CPA firms, including CBIZ MHM. He has over 20 years of public and industry accounting experience. During his time in public accounting, Michael serviced clients in various audit, tax and consulting roles. He especially enjoyed the many opportunities to work on internal process improvement and technology utilization projects, which he’s been able to leverage to provide insightful advice on client engagements.
Sarah believes the future of the accounting profession depends on our capacity to love. Through one-to-one coaching, group learning and innovation labs, she helps accountants access the Dimension of Possible: the place where fear is no longer the enemy. Sarah was recognized as one of the Top 50 Women in Accounting by Practice Ignition in 2019 and honored as one of the most powerful women in accounting by the AICPA and CPA Practice Advisor in 2017, 2018 and 2019.