"The mark of true professionals, is how much they can learn, after they know it all."

--Tom Hopkins



Regain Control of Your Business – Are you running your business or is your business running you?

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We’re all busy, trying to balance working in our business versus on our business. The Collaborative
Huddle’s genesis was to create a bi-monthly opportunity to clear our mental desk and generate some
reasons to reach into someone else’s life and assist them (business or personal).
This is a closed group.
Invitation only.
This is not a business networking meeting.

Download Huddle Guidelines PDF

Huddle Locations:
Fairfield County, CT
Long Island, NY
Montclair, NJ
Warwick, RI
Madison, WI
Rockwall, TX

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Accounting Firms battle commoditization of their industry year in and year out. We host Roundtables that cover both broad and granular approaches, techniques and philosophies to Transform Your Firm.

The next Roundtables are:
Mar 13, 2022
Mar 28, 2022
Apr 1, 2022
Apr 15, 2022
Apr 29, 20222

Tax &
Master Mind

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A virtual lunch held once a month for only Tax and Accounting Professionals. An Accountant told me once that consistently the highest benefit he would receive from the countless Tax Conferences he’s attended over the past two decades, came from the breakout lunch where he would sit around a table with colleagues and discuss issues going on in their practice and life. This Group replicates that experience.
This is a closed group.
Invitation Only.

The next Master Mind lunches are:
Mar 23, 2022
Apr 27, 2022

Request a Seat at a Roundtable or Master Mind Session