October 23, 2025 – Join Sarah and Brian for a free webinar: First Year as Partner: Top Challenges & How to Overcome Them, where they’ll be sharing more about what we learned from our 2025 Intend2Lead New Partner Experience Survey!

Stepping into partnership is more than a title change. It’s a transformation. You’re not just doing the work anymore. You’re leading the way. But the leap from employee to owner, and from manager to leader, can be one of the most challenging transitions of your career.

During this webinar you’ll:

• Identify the 3 most common challenges new Partners encounter
• Learn 3 strategies to navigate your first year with confidence
• Explore what conscious leadership looks like in a partnership
• Reflect on your own strengths and growth opportunities

This session is designed for those preparing to become Partners, new Partners, and firm leaders aiming to support their emerging leaders effectively.

October 30, 2025 – Sarah and Brian will be leading a keynote, Seeing the Summit through Their Eyes: Reimagining Partnership for the Next Generation of Leaders, at the DFK North American Annual Conference in Scottsdale, Arizona!

As a seasoned firm leader, you’ve reached the top of the mountain – but what does that summit look like to those still climbing? For many rising partners, the path to partnership is shrouded in ambition, assumptions, and unanswered questions. Why do they want to be Partner? What do they expect when they finally arrive there? And what might surprise them? Once they arrive, will they know how to lead?

This forward-thinking session will help you see the firm and what it means to be Partner through the eyes of the next generation – those emerging leaders who are talented, ambitious, and often quietly uncertain about what partnership truly means. We’ll explore how to better prepare them for the realities of ownership, cultivate leadership mindsets earlier, and build a culture of ongoing development that keeps your best people growing, engaged, and invested in the firm’s future.

After this session, you’ll walk away with:

• A better understanding of the modern Partner mindset and why the old value propositions may no longer resonate
• Some common surprises and challenges that new Partners face and practical tips for what your firm can do to mitigate them
• Some ideas on how you can create a culture of continuous development and coaching at the Partner level and build a growth-minded partnership that embraces change, accountability, and future-focused leadership

This session invites you to reflect on the partnership experience you’re offering – and how to align it with the expectations, motivations, and needs of those who will lead your firm into the future.

Fees:

As discussed, we believe a session duration of 90-100 minutes is ideal to allow for more interaction with the audience (1-2 roundtable discussions and Q&A), although we could deliver this in 75 minutes, if needed.

Our fees for a keynote for an audience of this size (100+) are $5,000 + out-of-pocket travel expenses. If you’d like both Sarah and Brian to deliver this session, fees are $8,000 + out-of-pocket travel expenses.

December 8-11, 2025 – Sarah is facilitating AICPA’s prestigious Leadership Academy in Durham, NC!! This is a four-day leadership program for young accounting professionals that engages candidates in a self-examination of leadership, what it means and how it impacts their personal life, career path, and the CPA profession.

This program is for licensed CPAs between the ages of 25-35 who want to level up their leadership and contribute to the future of the CPA profession. Leadership Academy exposes the next generation of CPAs to strong leadership ethics and service while providing them with the strategies to forge relationships, to expand their competencies and empower them to become a leader within their organization, community, and the CPA profession.

The first half of the program is focused on leadership of self, a self-examination of personal strengths and values coupled with actionable take-aways on where the greatest impacts can be made. The second half of the program is focused on how to lead others and an organization. These sessions include how to facilitate and lead strategic conversations, the importance of inclusive leadership, giving and receiving feedback and in-depth conversations about the future of the accounting profession.

FREE REPLAY – Join Sarah and Brian Kreischer (Managing Partner of Frank, Rimerman + Co) for an AICPA webinar, Creating New Possibilities through a Coaching Culture.

Just imagine what’s possible for your organization when you unlock the latent potential of your people and inspire them to reach new heights!! During this webinar, we will explore how you can create new possibilities for your organization, the people in it and everyone you serve by creating a true coaching culture, including:

• What coaching is (and isn’t!), and how to distinguish it from other developmental methods.
• Why and how coaching is such a powerful tool to generate new solutions for the challenges our profession faces.
• Some ideas for how you can begin to infuse a coaching culture at your organization.