AICPA® & CIMA® Engage 25
2025-06-09 - 2025-06-12
You’re in luck! Join us for AICPA® & CIMA® ENGAGE 25, hosted at ARIA Resort & Casino in Las Vegas and live online! Wherever you are in your career, this industry-wide event is sure to have the inspiration and answers you need to succeed. We are proud to sponsor this annual celebration that unites thousands in the accounting field. Be sure to stop by our booth during the event! Register today: aicpa-cimaengage.com
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Scaling New Heights® Conference by Woodard
2025-06-22 - 2025-06-25
We are thrilled to sponsor the 2025 Scaling New Heights® Conference by Woodard in Orlando, Florida, at the Orlando Marriott World Center. This four-day accounting technology event is one of the largest gatherings of accountants and bookkeepers in the country. Reserve your spot and prepare for advanced education, tech exploration and networking!
Register today at woodard.com/scaling-new-heights-2025.
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Private Equity M&A Market Update Webinar
2025-07-30 14:00 - 15:30 (America/New_York) | Virtual
Join Brannon Poe, CPA and Regional Market Leader Morry Brown, formerly Goldman Sachs, for a focused session on what accounting firm owners need to know before engaging with private equity buyers. This exclusive webinar will be held on July 30 from 2 – 3 p.m. ET. Register today!
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CPB CANADA IGNITE 2025
2025-09-10 10:00 - 11:30 | Virtual
Join Darryl Boyd, regional director at Poe Group Advisors, for an engaging session at this year’s CPB IGNITE 2025 conference.
Session Date: Wednesday September 10, 2025
Session Time: 10:15am – 11:15am local time
Session Title: Building Your Cloud Firm to Scale or to Sell
Conference Website: https://ignite.cpbcan.ca/
This session will explore how cloud bookkeeping firms are valued and what factors are important in building one’s firm. We will discuss building both internal and external value in scaling a firm and tackle questions such as: How does my firm compare to others? Am I making business decisions on correct assumptions? What will my practice look like in the future? Am I missing out on opportunities? What will the value of my practice be if I ever want to sell? We will also discuss the current market for firms and what to do when a buyer comes calling.
Learning Objectives:

Helping firm owners to become purposeful in growing their firms.
Understanding what brings internal (operational) value and external (sale) value. What makes a firm valuable to run, typically makes it valuable to sell.
With buyers continually entering the market, prospective sellers need tools to navigate whether they should sell, to whom they should sell, and what a transaction can actually look like.
This session is all about equipping firm owners with the tools they need to give them real, effective and valuable operational and sale options.

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The One National Conference
2025-09-18 - 2025-09-19
The ONE National Conference returns on Sept. 18 and 19 in Ottawa, Ontario, and virtually for its 12th year. This is the only national event for CPAs that unites more than 1,400 influential leaders and experts from across Canada. Poe Group Advisors is proud to sponsor this annual event.
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Market Update Webinar
2025-10-01 14:00 - 15:00 | Virtual
Join Poe Group Advisors president, CPA and M&A specialist Brannon Poe for a live webinar. We’ll delve into the latest trends impacting CPA firm valuations and analyze how private equity is shaping the future. We’ll also explore what these changes mean for your practice.
We’ll host this session on Oct. 1, beginning at 2:00 p.m. ET.
Learn more and register for the webinar at poegroupadvisors.com/market-update
Zoom Link: https://us06web.zoom.us/j/86860085090
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Thriveal Deeper Weekend 2025
2025-10-22 - 2025-10-24 | Greenville, SC
Join us from Oct. 22-24 in Greenville, South Carolina, to connect, strategize and level up in high-impact CPA workshops. Dive deep into the science and practice of productivity at this industry-leading retreat. Stop by our booth to meet the team and learn how Poe Group Advisors can serve you and your practice.
Register now at thriveal.com/deeper-weekend.
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Accountex Canada 2025
2025-11-04 - 2025-11-05
Save the date for Accountex Canada 2025 this Nov. 5 and 6! Our regional director, Darryl Boyd, will be speaking on ‘Building Your Accounting Firm to Scale or to Sell’ on Wednesday, November 5 from 12:40 – 1:30 p.m. Join our team and stop by booth #320 as we sponsor this fourth-annual event at the Metro Toronto Convention Centre. We look forward to making new connections, learning from industry experts and sharing more about how Poe Group Advisors can help you!
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AICPA® ENGAGE 2026
2026-06-08 - 2026-06-10
Engage with colleagues, industry leaders and the Poe Group Advisors team at one of the profession’s largest annual events. AICPA® ENGAGE is one of the industry’s largest annual events and your home base for answers, insights and opportunities in the accounting space.

Register today for AICPA ENGAGE 2026.
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Scaling New Heights 2026 by Woodward
2026-06-14 - 2026-06-17
Woodward’s annual conference promises to help you navigate this “Strange New World.” Join us in Orlando to master the skills and learn the insights that will empower your practice to navigate AI advancements, sweeping policy change, staffing challenges, M&A’s growing presence and more.
Register today for Scaling New Heights 2026.
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