More About The 2025 Sessions

Thursday
October 16, 2025

Designing Your Practice Roadmap

Kick off The Practice Connection by building the foundation for your roadmap. This session helps you step back, clarify where your practice is today, define where you want it to go, and set clear priorities, so every session delivers one or two takeaways you can immediately apply to your practice.

You’ll work through 10 targeted questions covering the core areas of practice management – culture, systems, and technology. By the end of this session, you will be:

– Be ready to drive growth and innovation by anchoring the rest of The Practice Connection to your goals.
– Gain clarity on your vision, creating a roadmap for your firm’s growth, culture, and long-term success.
-Know where to strengthen your practice right now—whether that’s your team, your systems, or your leadership focus.

From the Inside Out: Leadership That Creates Connection

What if the key to effective leadership isn’t something you need to add – but something you need to understand? Leadership starts with self-awareness. The more clearly, we see ourselves – our habits, reactions, and blind spots – the more effectively we can lead, connect, and respond to what’s needed around us.

In this session will explore the often overused term “self-awareness” and get down to what it really means, and what it actually looks like, when applied to leadership effectiveness.

A better understanding of our inner landscape shapes how we communicate, build trust, and lead with empathy, especially in a work culture that is rapidly evolving. Because personal growth is organizational growth, and it always starts from the inside out.

Keynote: Building Motivation and Momentum

The world of work has changed, and the accounting profession is no different. In this keynote, we’ll dive into how motivations have shifted in recent years and how leaders and teams can reconnect to a sense of play, purpose and potential at work. We’ll discover how connecting to the ‘why’ behind our work and finding the gains in our days that can strengthen our connections with our team and our clients even in challenging times. Through real life examples and research backed strategies, this session will help you find and maintain momentum for you.

Panel: Build a Culture No One Wants to Leave

A challenge many practitioners face is culture. How do you inject the right firm culture? What does GREAT firm culture actually look like?

With our moderator and panelists, they will explore the realities of building culture in professional practices – from hiring for heart and creating trust, to fostering safe environments where people can learn from mistakes. The conversation will also highlight what to do when culture is challenged, and how to keep energy and collaboration alive during demanding seasons.

This session blends practical, real-world strategies with fresh perspectives from outside the profession. You’ll walk away with clarity on what a great culture looks like, and actionable ideas you can apply immediately to strengthen engagement, retention, and the overall health of your practice.

Regaining Control When Your Practice Feels Out of Control

Do you find yourself reacting to problems rather than steering toward solutions? Whether you’re facing client overload, team dysfunction, or just a general sense of overwhelm, we’ll explore what it takes to get back in control.

In this session, which is a combination of a short presentation and group discussion, you will walk away with insight, solidarity, and one or two practical steps to shift from survival mode to proactive leadership.

A Practitioner’s Perspective: Reclaiming Energy and Avoiding Burnout

Burnout isn’t just about working long hours — it often stems from a deeper disconnect between what we do and why we’re doing it. In this session, you’ll hear a practitioner’s firsthand perspective on what can drive burnout in practice and how to address it before it takes a toll. We’ll explore common root causes, practical strategies to protect your energy, and how to create space for sustainable, fulfilling work. The session will open with a short presentation, followed by a candid roundtable discussion with peers.

Building a Profitable Practice

Running a profitable practice means managing many moving parts. This session gives you a big-picture overview of the core drivers of profitability – without getting lost in the details. You’ll walk away with practical recommendations and fresh ideas to strengthen your firm, identify “quick wins,” and focus on the areas that will have the biggest impact right away.

Participants will learn:
– The key financial and performance numbers every firm should track
– How to market effectively in the accounting world
– Proven approaches to time management
– How to evaluate, motivate, and get the best from your team
– Pricing strategies, including value billing
– And more actionable strategies to drive profitability

Friday,
October 17, 2025

Facilitation with Play: How to Engage Your Team & Get Better Data About Your Culture

Accounting isn’t just about numbers; it’s about people. And when it comes to building a thriving practice, understanding your team’s culture is just as important as understanding your financials. This interactive 1-hour workshop introduces you to the power of strategic play, featuring simple, engaging activities designed to surface honest insights about your team’s dynamics, energy, and values.

You’ll experience firsthand how play can reveal what’s really working, what’s draining, and where your culture is ready to grow—giving you clearer data to strengthen collaboration, trust, and engagement across your firm.

Content Marketing for Accounting Firms

Accounting firms that consistently engage their audience online win more clients, drive greater awareness, and establish deeper credibility. But the demands of running an accounting practice often leave little time for creating meaningful online content.

In this presentation, Mike McLenehan CPA, CGA, owner of McLenehan and Associates Chartered Professional Accountants, shares his proven system for strategically planning, scheduling, and creating high-impact content that generates engagement, builds awareness, and boosts website traffic and meeting requests.

You’ll discover:
· How to effectively leverage AI tools, including ChatGPT, to streamline content creation without sacrificing authenticity.
· Techniques for crafting strategic content calendars that align with seasonal trends, ensuring maximum relevance and resonance with your audience.
· Practical methods to batch-create content, freeing your schedule and maintaining visibility even during the busiest times of the year.

Equip your accounting firm with a clear, manageable content marketing strategy designed for growth, efficiency, and ongoing success.

Live: Doing Less to Do More

Join us for a Live broadcast of the “Doing Less to Do More” podcast on-site as part of the event.

The “Doing Less to Do More” podcast flips the script on entrepreneurship with strategies to simplify, focus, and help you get “out” of your business more so you can enjoy what really matters! Hosted by two experts with over 15 years of experience in tech, business development, and local growth, this is your one-stop shop for advice you can apply to your daily life with a healthy dose of humour along the way. 

Tech Challenges Practitioners Face

Technology has transformed the way firms operate, but for many practitioners, it can feel like running to keep up with a moving train. With tools and platforms constantly evolving, how do you decide what’s worth adopting, what to leave behind, and how to stay current without getting overwhelmed?

In this session, Eric will share the Rawluk & Robert Chartered Professional Accountants’ philosophy on approaching technology in their practice – the software and tools they rely on, the lessons they’ve learned, and their perspective on staying adaptable. As Eric reminds us, nothing in tech is ever perfect – the only constant is change.

Following this brief presentation, we’ll move into a round table discussion where you can exchange ideas with peers, explore common hurdles, and uncover practical strategies. You’ll leave with fresh insights and a clear sense of how to keep pace with technology in today’s fast-changing practice environment.

Fueling Success: Turning Funding Opportunities into Growth for You and Your Clients

Funding isn’t just about dollars — it’s about building capacity, unlocking innovation, and creating more impact for the people you serve. In this session, you’ll learn how to find and harness the right programs, from training support to growth initiatives, and align them with your goals. You’ll leave with practical strategies to strengthen your practice and deliver even greater value to your clients.

Thinking Outside of the Box

Running a successful practice often means challenging the way things have always been done. This session helps you strategically explore opportunities for improvement and growth—whether you’re considering changes to your services, workflow, team structure, or client experience.

Through structured discussion and practical examples, you’ll evaluate what’s working, identify areas for improvement, and consider new approaches that could make your practice more efficient, profitable, and sustainable.

This session also sets the stage for the final segment, where you’ll translate these insights into a concrete, actionable plan for your firm.