Keynote (Monday)

Disruption, Opportunity, and Flashing Red Lights to Pay Attention to in Professional Service Firms

Monday, June 21, 2021 8:50 a.m. - 10:30 a.m. ET

2020 was “interesting.” Inside this turbulent economic year some businesses flourished, others held steady, and many suffered. We had PPP loans, CARES Act incentives, unemployment stimulus checks, and a large dose of COVID-19 concerns that changed lives. Mix in aging Baby Boomer owners and here we are. Where exactly is that and what do we do next? The keynote panelists reach deep into the CPA profession and play three distinctly different roles. They interact daily with managing partners and their base of businesses, nonprofits, and individuals they support. Dan Hood brings the perspective of the daily news of the CPA profession. Michael Platt delivers insight into firm benchmarking and industry trends. Bob Lewis delivers growth implementation strategies and intensive CPA merger and acquisition experience. This session will provide ideas on what they see to enable attendees to proactively think about their business and how they might realign moving forward. 

After completing this session, attendees will be able to:

  • Identify potential weaknesses in their firm and opportunities to pursue
  • Assess and realign their strategy moving forward
  • Illustrate specific actions to take to grow or maintain their business

Total CPE: 2
Fields of Study: Business Management and Organization: 1, Communications and Marketing: 1
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

CEOs, partner level executives, as well as any professional service employees who are interested in understanding the market drivers and how to proactively affect change in their organizations.


None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:


Daniel Hood

Daniel  Hood

Read Biography

Bob Lewis

Bob  Lewis

Read Biography

Michael Platt

Michael  Platt

Read Biography