The Profit Lab

If you had told me years ago that I would be speaking at a leadership conference teaching business development to women leaders, I probably would have laughed.

Like many accountants, I was trained to focus on technical excellence. What I wasn't taught was how to confidently initiate conversations, communicate value, ask for opportunities, and contribute to firm growth.

That's exactly why I'm excited to present **The Confident Closer: Business Development Training for Women Leaders** at the FICPA Women's Leadership Summit on June 15.

My goal is simple: help women leaders realize that business development isn't about becoming a salesperson. It's about becoming a trusted advisor who can recognize opportunities, guide conversations, and create impact.

I can't wait to share this session and connect with the incredible women attending.
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Why do some CPAs consistently attract better clients, command higher fees, and create stronger client relationships?

It’s not because they know more.

It’s because they know how to lead conversations, diagnose challenges in real time, and guide clients toward decisions.

I’ll be sharing practical strategies during my Learning Labs session at FICPA MEGA.

Looking forward to seeing everyone in Orlando!

Most CPAs spend years mastering technical skills.

Very few receive formal training on how to:
• Lead client conversations
• Handle pushback
• Guide decisions
• Create confidence around pricing

Join me at the FICPA MEGA Learning Labs as we explore practical strategies that help great CPAs become stronger client leaders.

See you June 14 in Orlando!

I’m excited to be speaking at the FICPA MEGA Conference Learning Labs on June 14!

My session:
Why Great CPAs Still Lose Clients: Shifting from Expertise to Client Leadership. We’ll discuss why technical expertise alone doesn’t always lead to client decisions—and how stronger client conversations can improve outcomes, pricing confidence, and business growth.
I hope you’ll join me in Orlando!

The accounting profession is changing rapidly—and the firms that continue to grow are the ones willing to learn, adapt, and lead.

That’s why I’m excited to sponsor the FICPA MEGA Conference this June in Orlando. MEGA is one of the premier events for CPAs looking to sharpen their skills, expand their network, and explore new opportunities for growth.

Hope to see you there!

I'm excited to be speaking at the FICPA Women's Leadership Summit on June 15 in Orlando.

My session, **The Confident Closer: Business Development Training for Women Leaders**, is designed specifically for women in accounting and professional services who want to become more confident in business development without feeling salesy.

We'll discuss how to:
✔ Reframe business development as a leadership skill
✔ Identify opportunities already hiding in everyday conversations
✔ Guide client discussions with confidence
✔ Build visibility and influence within your firm
✔ Turn conversations into growth opportunities

Technical expertise is important, but it is often our ability to communicate value, build relationships, and guide decisions that creates the greatest opportunities for growth.

I look forward to learning, connecting, and exploring what's possible with so many incredible women leaders.

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Only a few days left before the Women’s Leadership Summit on June 15th, the excitement is building. This event has earned strong praise for offering relevant content, a welcoming environment, and an opportunity for women to learn directly from each other. From the morning awards breakfast to the closing sessions, the day is designed to help attendees grow in practical and meaningful ways.
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Excited to be a sponsor of the FICPA MEGA Conference, June 14–17 in Orlando!

MEGA brings together accounting professionals from across the state to learn, connect, and prepare for what’s next in our profession.

I’m proud to support an event that invests in leadership, innovation, and growth for CPAs. If you'll be attending, I’d love to connect. See you in Orlando!

The Women’s Leadership Summit is just days away. On June 15, attendees will gather in Orlando for a full day of learning, recognition, and connection at the Hyatt Regency Grand Cypress. The schedule includes the Women to Watch Awards Breakfast and leadership sessions shaped by what professionals say they need most today. The summit continues to be one of the most impactful events for women in the profession.
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