Dominate. Evolve. Innovate.
The 2027 Practice Management Conference (PMC) is designed for leaders who are shaping the future of their organizations. Whether you are a firm owner, managing partner, executive, director, department leader, or high-potential emerging leader, PMC delivers practical strategies to help you strengthen performance, accelerate growth, and lead confidently through change.
AGENDA
Wednesday, January 27, 2027
Dominate: Building the Foundation for Scalable Growth
From Operator to Architect: Part 2 | Dr. Anton Bizzell | Business Management & Organization | 1.5 CPE
Building Bigger Opportunities Through Strategic Collaborations | Anne McNeil | Business Management & Organization | 2.0 CPE
Marketing for Growth | Dyron Jolly | Communications & Marketing | 3.0 CPE
Welcome Reception I Conclude the first day of the conference by joining fellow attendees, speakers, and industry leaders for an evening of networking and connection.
Total CPE: 6.5
Thursday, January 28, 2027
Evolve: Scaling Leadership, Talent & Competitive Advantage
Beyond the Bottleneck, Part II: Building a Firm That Grows Beyond You | Kadena Tate | Business Management & Organization | 3.0 CPE
Using Your CPA Firm to Build Wealth | William Taylor | Finance | 2.0 CPE
AI-Powered Competitive Advantage | Rolanda McDuffie | Information Technology | 1.5 CPE
M&A Forum | Moderated Panel | Finance | 1.5 CPE
DOF Miami Nights I An elevated Miami evening bringing DOF leaders and members together to celebrate, strengthen relationships, and connect in an intimate setting.
Total CPE: 8.0
Friday, January 29, 2027
Innovate: Expanding Revenue, Governance & Future Readiness
Board Governance | Roosevelt Giles | Business Management & Organization | 1.0 CPE
Private Equity & Firm Expansion | Finance | 1.5 CPE
Beyond Compliance: New Revenue Opportunities for CPA Firms | Gwen Standberry Evans, Jayden Doye, Jeff Morris | Management Services | 1.5 CPE
Data, AI & Business Intelligence | Greg Frazier | Information Technology | 1.5 CPE
Quality Management Standards | Ron Thompkins | Auditing | 1.0 CPE
Tax Compliance Standards | Al Ball | Taxes | 1.0 CPE
Total CPE: 3.5