Advisor Boardroom

This two-day high-impact workshop offers a chance to share best practices and solve pressing challenges as a mid-sized firm. This focused conference offers a unique opportunity for partners and decision makers to collaborate and foster meaningful peer exchange on key practice management topics: growth and scale, tech stack optimization, succession planning, tax planning and business development. Designed for depth and engagement, the boardroom combines collaborative roundtable-style breakouts with expert-led presentations. Breakouts foster peer-to-peer knowledge sharing, while sessions feature industry leaders offering actionable insights. This event is exclusively sponsored by Optas Capital – which means no third-party vendors or big-name sponsors.