Step Into the Future of Firm Leadership
For leaders who want to think strategically about how to build their ideal firm, Intuit invites you to join the Better Together Tour—a transformative, half-day immersive workshop designed to help you overcome the challenges of modern firm leadership alongside peers who truly understand the journey.
Why Attend?
Through interactive, guided exercises led by top firm leaders at the forefront of accounting and technology innovation, you will:
- Develop High-Impact Strategies: Learn how to increase operational capacity, eliminate bottlenecks, and prevent burnout
- Leverage New Technologies: Hear directly from Intuit leaders about harnessing cutting-edge technology to accelerate your firm’s success
- Make Meaningful Connections: Network with like-minded peers and leaders to exchange ideas, share experiences, and build supportive relationships that inspire growth
What You’ll Walk Away With
- Actionable takeaways to immediately strengthen your firm’s strategy
- Fresh perspectives to help navigate today’s rapidly changing landscape
- Insights from top firm leaders reshaping the accounting and technology industries
- A stronger community of leaders to connect and collaborate with long after the event is over
Event Details
- Duration: Half-day workshop
- Who Should Attend: Leaders and decision-makers in firm management
- Availability: Limited space—register now to secure your spot!
Let’s Build the Future of Your Firm, Together
Leading a firm today is hard work, but you don’t have to do it alone. Let’s connect, learn from each other, and reimagine your firm’s success—together.
Agenda
Atlanta • Intuit Headquarters
May 28, 2026
All times are Eastern Standard Time (EST)
Registration
Welcome remarks with Jaclyn Anku and Ambassador
Rethinking how your firm works: A practical design session for owners
Description
Work on your firm, not just in it. This session helps firm owners step back from day-to-day pressures and take a hard look at how their firm really operates across service delivery, marketing and sales, finance, and internal operations.
Participants will identify the pain points, bottlenecks, and habits that are holding them back. You’ll then shift to future-focused planning, introducing ways to make big, meaningful changes feel more manageable and actionable—so progress doesn’t stall once the workshop ends. The session blends honest reflection with practical design thinking, giving owners a clearer picture of what needs to change.
Learning objectives
By the end of the session, participants will have:
- Diagnosed their current firm reality by identifying key operational, capacity, and client-related pain points and bottlenecks
- Identified where complexity and overwhelm are coming from—and which areas actually need focus right now
- Articulated a clear vision of their ideal firm—including services, structure, workflows, and owner lifestyle outcomes
- Recognized misalignments between how their firm currently operates and what they actually want it to deliver for clients, their team, and themselves
- Explored practical ways to break large initiatives into manageable next steps to maintain momentum and avoid burnout
CPE 1
Trainer: Carla Caldwell
Break
From metrics to momentum: How to measure, decide, and scale with confidence
Description
Many firms track plenty of numbers but struggle to translate them into better decisions. This session shows firm owners how to use the right metrics as a navigation system—not just a reporting exercise— to create operational visibility, set clear goals, and deliberately scale their firm with confidence. Participants will learn practical methodologies for selecting, interpreting, and connecting key metrics so they can see what is actually happening inside their firm, diagnose constraints, test decisions, understand exactly where the firm stands today relative to where the owner wants it to be. The session shows how to use metrics to guide day-to-day and strategic decisions with clarity and intent.
Learning objectives
By the end of the session, participants will have:
- Identified the critical metrics that reveal operational reality, profitability, and growth constraints in a small accounting firm
- Linked firm goals to measurable drivers, creating clear benchmarks that show progress—or lack of it—over time, translating strategy into a small set of actionable metrics
- Used metrics diagnostically to pinpoint bottlenecks, assess current performance against stated goals, and evaluate improvement opportunities
CPE 1.5
Trainer: Brittany Brown
Intuit Better Together address & Q&A
Description
Join Intuit’s Ted Callahan for an intimate address on how we are building for today’s modern accounting firm through our products and programs, followed by a Q&A
Speaker: Ted Callahan
Networking
Grab refreshments and explore the gallery. You can get hands on with the latest Intuit innovations, and speak directly with the leaders who built them.
Event venue
Intuit Office
405 N Angier Ave NE, Atlanta, GA 30308
Closest transit
MARTA Rail: North Avenue Station
Station details: North Avenue is on the Red and Gold Lines
Parking
Limited guest parking available at: 405 North Angier Ave. NE, Atlanta, GA 30308
Parking Garage
Ponce City Market / LAZ Parking
675 Ponce de Leon Ave NE, Atlanta, GA 30308
Other recommended accommodations
There’s no official hotel block for Better Together guests.
However, there are several options within walking distance:
This event is eligible for CPE credits.
Speakers
Intuit
Intuit
LedgerGurus
Candella Accounting & Advisory Services
Local Ambassador
Intuit
Intuit
LedgerGurus
Candella Accounting & Advisory Services
Local Ambassador
Frequently asked questions
What is Better Together?
What is Better Together?
Better Together is a half-day, immersive experience that features workshops on firm management, an Intuit address to the accountant community, and lots of networking and product demos.
Who is this program a best fit for?
Who is this program a best fit for?
If you’re an accounting firm leader looking to grow, this event is for you. You’ll learn how to grow your firm though putting the right processes and platform in place to support your operations.
Is there a fee to attend the event?
Is there a fee to attend the event?
Yes, Better Together is a paid registration event at a cost of $49 plus tax. The fee holds your seat, as space is limited.
What kind of training will you offer at the event?
What kind of training will you offer at the event?
The workshop at Better Together will focus on what it takes to run and manage your firm efficiently. The training is designed and built by leading ProAdvisors.
For free product training for you and your team, you can access ProAdvisor Academy at any time.
Who should I contact with questions?
Who should I contact with questions?
Please contact alex_assuncao@intuit.com at any time!
What parking arrangements are available?
What parking arrangements are available?
Parking is not included in the cost of the event. You can find more Parking information here
Can I get a refund if I change my mind?
Can I get a refund if I change my mind?
Full refunds, minus processing fee of $20, will be available for cancellations 30 days prior to the event, 50% refund for cancellations 15 days prior to the event, no refunds for cancellations on 14 days prior to the event and later. The $20 processing fee will be deducted for all refunds to cover credit card transaction fees and resources. For cancellation requests, please email alex_assuncao@intuit.com
Will I receive CPE for this event?
Will I receive CPE for this event?
Yes, CPE credits are detailed above on this page
Is there preferred accommodation if I want to stay overnight?
Is there preferred accommodation if I want to stay overnight?
Please visit Recommended Accommodation to book your hotel room.
Is there a virtual option?
Is there a virtual option?
Better Together will be hosted as an in-person event with no virtual program.
