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Practice Management Workshop


(Check-In 9:30am EST)

Bentley University

175 Forest St
Waltham, MA 02452

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5.00 Credits

Member Price $349.00

Non-Member Price $449.00


You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-4029. To learn more click here or contact Julia Ekelund at

In a rapidly evolving business landscape, strategic thinking and innovation are paramount for success. This spring, we’re partnering with Jon Lokhorst, CSP, CPA, PCC, leadership coach and corporate trainer, for our second annual Practice Management Workshop. Bring a colleague and come with your ideas and plans for a full day session aimed at equipping firm leaders with the tools and mindset to navigate change effectively, become valued partners and deliver exceptional value to your firms and clients. Through thoughtful discussions and interactive business simulations, you’ll come away with valuable insights and practical tools to position your firm for success in 2024 and beyond.


Strategic Thinking and Innovation to Build Your Firm in 2024 and Beyond

Strategic thinking and innovation skills are crucial to effectively navigate change, become a trusted value partner, and deliver exceptional value to your firm and clients. Learn the essence of strategic thinking, how it differs from strategic planning and how to integrate it with traditional planning activities. Develop skills and habits to think like a futurist and better anticipate emerging challenges and opportunities in the marketplace. Discover a framework to become more innovative and relevant to changing customer needs and expectations. Explore questions that inspire strategic thinking and employ new habits to proactively build it into your routines as a leader. Collaborate with peers and colleagues in a business simulation exercise to put your new strategic thinking and innovation skills into practice, while identifying pivotal insights for your firm and its clients.

• Participate in an After-Action Review to debrief the 2024 tax season.
• Understand the essence of strategic thinking and innovation.
• Think like a futurist to anticipate emerging challenges and opportunities.
• Discover actionable questions to spark strategic thinking and innovation.
• Engage in a business simulation exercise to practice strategic thinking and innovation.
• Identify strategic initiatives for your firm in 2024 and beyond.


See Who's Coming
  • Edward Callahan - E.J. Callahan & Associates, LLC (Wakefield, 01880)
  • Megan Ercolani - Megan E. Ercolani, CPA LLC (North Dartmouth, 02747)
  • Robert Fineman - Fineman CPA Group (Canton, 02021)
  • Melissa Gray - Kesner Godes & Morrissey LLC (Randolph, 02368)
  • Rosa Jardim - Jardim & Marotta LLC (New Bedford, 02740)
  • Angela Leo - Angela T. Leo, CPA, Inc. (Wakefield, 01880)
  • Christie Marotta - Jardim & Marotta LLC (New Bedford, 02740)
  • Michael Morrissey - Kesner Godes & Morrissey LLC (Randolph, 02368)
  • James Oslin - Jesson, Oslin & Associates, LLP (Milton, 02186)
  • Andrew Schwartz - Schwartz & Schwartz, P.C. (Woburn, 01801)
  • Jennifer Swanson - Angela T. Leo, CPA, Inc. (Wakefield, 01880)

Non-Member Price $449.00

Member Price $349.00