Join Us December 10th for the Success in 202SIX Summit for CPA Firm Leaders
- By Liz Briggson
- December 1st, 2025
Encoursa is excited to host the Success in 202SIX Summit on December 10th—a focused, four-part webinar series designed to help CPA firm leaders prepare for intentional growth and exceptional performance in 2026. Each session is one hour, CPE-eligible, and led by CPAs and professionals who understand the real challenges public accounting firms face today.
This summit brings together forward-thinking strategies, practical frameworks, and engaging speakers investing in the future of the profession. Below is a look at what’s ahead.
Session 1: Setting Yourself Up for Success
This opening session focuses on personal leadership. What does it look like to intentionally plan for success in the new year? From goal setting to networking to professional development, explore the best ways to prepare for the year ahead.
Session 2: Setting Your Firm Up for Success
Dive into the sought-after skill of building a tech stack with Ranga Bodla, NetSuite Vice President and Shana Cooper, CPA. Consider how the right technology lays the foundation for profitable, sustainable firm growth.
Session 3: Setting Your Team Up for Success
Supporting your team with the right coaching, training, resources, work arrangements, and tools directly impacts morale and tenure. Three accomplished CPAs with different career journeys will share their experience and insight on these topics. We're thrilled to have Jon Lokhorst, Shana Cooper, and Emily Paszkowski as part of this panel discussion.
Session 4: Setting Your Clients Up for Success
Register: https://encoursa.com/webinars/3yvvn3y8/success-in-202six-cpa-firm-summit-setting-your-clients-up-for-success
The final session features Dr. Guy Baker, founder of BTA Advisory Group, and explores how to create an exceptional client experience and deepen advisory relationships.
Each session features Encoursa’s trusted speakers and sponsors who bring years of experience in leadership, technology, and firm operations. Join us for a powerful, practical afternoon and set your firm up for success in 2026 and beyond.
- CPA firm leadership
- 202SIX Summit
- accounting firm strategy
- CPA CPE webinar series
- team development for CPAs
- client advisory growth