Webinar

Join us for an essential webinar designed specifically for accounting professionals navigating today's challenging landscape of rising client expectations, economic uncertainty, and increased competition. This session will equip you with practical frameworks for implementing annual planning as a strategic touchpoint to deepen client relationships while positioning your practice for upcoming milestones such as the December 2026 midterm elections, tariff implementations, and other economic shifts.

Whether you're new to Financial Planning & Analysis (FP&A) or looking to modernize your current approach, this webinar will provide actionable strategies for transforming annual planning from a one-time exercise into an ongoing client engagement tool. Learn how to systematically gather client insights, provide proactive economic guidance, and create regular communication touchpoints that add value while addressing the client journey in an uncertain future.

Perfect for CPAs, accounting firm partners, and financial professionals who want to strengthen client relationships, increase advisory revenue, and build resilient practices in today's evolving marketplace.

By the end of this webinar, you will be able to:

• Define and structure an annual planning cycle that balances foundational FP&A practices with advanced techniques like nowcasting and scenario analysis.
• Assess your firm’s capabilities and client fit by embedding a five-topic advisory questionnaire – political events, economic indicators, competitive threats, operational risks and talent constraints – into your annual plan.
• Craft a strategic client engagement calendar to boost retention and demonstrate advisory value – all while leveraging AI where possible.
• Monitor market and traffic indicators to continuously refine your annual plan.