TOA Global North America Events
Insightful industry webinars, live events, and engaging conferences designed to help your firm grow, learn and succeed.
Events
Boomer Circle Summit 2024
- August 18-21, 2024 | Kansas City, Missouri
Aprio Firm Alliance Summit 2024
- October 28-30, 2024 | Nashville, Tennessee
Thomson Reuters Synergy Summit 2024
- November 6-9, 2024 | Orlando, Florida
- August 27-28, 2024 | Rosemont, Illinois
Midwest
- August 26-27 | Chicago Illinois

Elevating Advisory Services: The Impact of Small Business Lending in Accounting Firms
Could small business lending spark the next “gold rush” for accounting firms? ON DEMAND WEBINAR Elevating Advisory Services: The Impact of Small Business Lending in

Why Accounting Staffing is so Hard and How to Fix it
Need extra accountants at your firm? Struggling to find qualified candidates to fill the roles? Don’t wait until that need becomes a crisis!
How to systematize your accounting firm for tax season success
Optimize your practice for tax season success with our accounting firm workflow process webinar! Enhance your SOP in your accounting firm now. Learn more.

Best Practices for Managing Offshore Accounting Resources
Find industry-leading strategies and tools to equip your firm with best practices for managing offshore accounting resources.

Win the Accounting Talent Race: Make Your Firm a Top Talent Magnet in 2026 (CPE Eligible)
Key Takeaways You’ll also walk away with a FREE Employee Value Proposition (EVP) handbook you can use immediately. Plus, get one (1) CPE credit for
The Age of AI in Accounting: Build a High-Performing Firm with AI and Global Talent
Join Nick Sinclair and AI strategist Ben Fisher as they reveal how top accounting firms are pulling ahead with AI.
Say Goodbye to Tax Season Chaos: A Proven Framework for Accounting Firms (CPE Eligible)
Join top accounting advisor Nick Sinclair for a free 60-minute CPE webinar and get a clear, actionable plan to manage tax season efficiently in 2026.

Lessons from Selling Over $250 Million Worth of Accounting Firms (CPE Eligible)
Buyer interest in accounting firms is high, but if yours doesn’t stand out in the market, potential buyers will look elsewhere.

Debunking Common Offshoring Myths
Myths We’ll Debunk Your offshoring questions answered real-time. Join us live for an interactive session. All attendees receive exclusive access to our on-demand webinar recording.

How Offshoring is Reshaping the Accounting Industry (CPE Eligible)
Increasing client expectations and expanded service demands require firms to build scalable teams…

Digital Solutions for Accounting: Merging Technology and Human Connection in Client Engagement
Watch Ryan Embree of Ignition and Shirley Koss of TOA Global in this free On-Demand webinar—learn how to harness the power of digital solutions and global expertise in enhancing client engagement.

Buy and sell firms with confidence: Lessons from over $250 million in sales
The ability to upsell a business is an important one, and the right way to start is by building marketability.
Solving the Capacity Crisis: Scaling your Firm for Growth
explore real-world tactics while demonstrating how offshoring can provide a viable solution to bridge the gap and set your firm on the path to growth.
