AICPA & CIMA Personal Financial Planning Summit 2023 | 30 January 2023 | Austin, TX

In its 5th year, this summit will be an opportunity for this community to come back together and share our experiences from the past 3 years. Connecting with your peers in an intimate setting with speakers/facilitators who are thought leaders in the profession, has always been a great way to share best practices for serving your clients, running your firms, and taking care of yourselves.

This year's sessions will include a wide variety of areas relevant for firms of all sizes. We will cover topics such as transitions your clients (and you) are going through, how to develop a successful internship program, niche practices, and a panel of next generation firm owners discussing the succession planning process. We also plan to have an “open mic” session where we will facilitate a discussion with all attendees about concerns and issues that are on your minds. Much of the benefit of the summit experience comes from the interaction with fellow practitioners during the social events and activities.