What You'll Walk Away With

Learn how leading accounting firms are leveraging AI and automation to reclaim time and increase profitability—without the hype or complexity.

Map one critical workflow in your firm and identify the exact bottlenecks that are costing you time and money right now.

Walk out with a concrete 30-day experiment tailored to your firm that you can start implementing the moment you return home.

Gain insider strategies from fellow firm owners who've already made the leap—and learn from their real-world wins and lessons learned.

Meet Your Facilitators

Lake Effect Leadership Team

AI & Automation Experts for Accounting Firms

Bringing together years of experience helping accounting firm owners streamline operations and embrace modern technology without losing the personal touch that built their practice.

An Evening Designed for Real Change

You know AI and automation are changing the accounting industry. But where do you start? What actually works? And how do you do it without disrupting the firm you've built? This isn't a webinar where you passively listen. It's an intimate gathering of accounting firm owners who are asking the same questions you are. Together, we'll map one workflow that's eating up your team's time, dig into what's really holding your firm back, and walk you through building a 30-day experiment you can actually execute. By the end of the evening, you'll have clarity on your next move, connections with peers facing similar challenges, and a practical roadmap forward. Plus, you'll enjoy a beautiful evening at Lake Effect with dinner, drinks, and ferry included—because good ideas happen when good people connect.

Why Firm Owners Are Saying Yes

Accounting firm owners are already seeing the value in bringing teams together to tackle automation head-on. This intimate setting creates the space for honest conversations, real solutions, and genuine connections—something you won't find in a typical conference or online training.

Ready to Map Your Path Forward?

This intimate evening is limited to a small group of accounting firm owners who are serious about transforming their operations. Spots are filling up fast. Reserve yours now and come ready to leave with clarity, connections, and a concrete plan.

$497.00