COACHING

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

--Tom Hopkins

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EOS
Workshops


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

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Collaborative
Huddle


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
Philadelphia, PA
Warwick, RI
Madison, WI

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CPA
Accountant
Roundtables


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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:
March 1st, 2021
March 8th, 2021
March 15th, 2021
March 22nd, 2021
March 29th, 2021


Tax &
Accounting
Master Mind
Lunch


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:
March 17, 2021
April 21, 2021

Request a Seat

Request a Seat at a Roundtable or Master Mind Session