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May 20–21, 2025 | Mission Bay Resort San Diego, CA

Keynote Speaker

Joe Woodard

CEO

Woodard

SAVE $400 TODAY

Dear ,

Do accountants really know what their clients value? Oftentimes, there’s a disconnect between what clients prioritize and what accountants assume matters most.

Keynote Joe Woodard, CEO, Woodard joins us at Accounting Today’s FIRM GROWTH FORUM on May 20-21, 2025 in San Diego, CA sharing strategies to establish yourself as a trusted curator and interpreter of critical business information, a driver of financial clarity, and a protector of your clients’ businesses.

Don’t miss your chance to learn from Joe Woodard—and truly understand your clients’ needs. Plus, there will be karaoke!

Early Bird Rates ends tomorrow!

Claim Early Bird Rate Today to Save $400 off Standard Rates
Deadline: Friday, February 21, 2025

*Rate applies to new practicing accountant and CPA firms registrations only and cannot be combined with other discounts

SAVE $400 TODAY

Meet our Advisory Council

Randy Crabtree

Co-Founder and Partner

Tri-Merit Specialty Tax Professionals

Seth Fineberg

Founder

Accountants Forward

Kristen Keats

Practice Owner

Sherwood Tax and Accounting

Bob Lewis

President

The Visionary Group

Doug Lewis

Managing Director
The Visionary Group

Mike Maksymiw

Executive Director

Aprio Firm Alliance

Heather Satterley

Director of Media Education
Woodard

Meet Our Expert Speakers

Ellen Choi , CEO & Founder, Edgefield Group

Randy Crabtree, Co-Founder and Partner, Tri-Merit Specialty Tax Professionals

Gale Crosley, CEO & Founder, Crosley+Company

Kelly Fisher, Chief Practice Partner, Wipfli LLP

Denise Froemming, President & CEO, CalCPA

Samantha Hallburn, CEO, Simplified Accounting Management, Inc.

Tailor Hartman, Founder & CEO, Celerity Accounting

Kristen Keats, Owner, Sherwood Tax and Accounting

Kendale King, CEO, CPAcon

Richard Kopelman, CEO, Aprio

Mike Maksymiw, Executive Director, Aprio

Nathen McEown, Chief Executive Officer, Whitely Penn

Martin Moll, Founder, KeyMaster Equities

Tyler Otto, President | Owner, Specialized Accounting

Scott Reams, Partner, WSRP

Amy Vetter, CEO, The B3 Method Institute

Join our community

#FirmGrowthForum

Registration Support

Maria Lopez

718.404.4056

maria.lopez@arizent.com

Sponsorship Opportunities

Ali Alati

201.341.5989

alexandria.alati@arizent.com

Press Inquiries & Partnerships

Alyssa Mills

617.480.5181

alyssa.mills@arizent.com

Speaking Opportunities

Heather Nielsen

917.509.7566
heather.nielsen@arizent.com

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