Insights • Events
Events & Webinars
Watch on-demand webinars and masterclasses led by top financial and operational experts.
On-Demand Webinar
Now Showing • Speaker: Julie Smith
From Fear to Strategy: Mastering Succession Planning
From Fear to Strategy: Mastering Succession Planning
Presenter: Julie Smith • Senior Firm Consultant
Webinar recording exploring how firms can proactively turn the fear of employee and partner turnover into a growth strategy.
Webinar Playlist
From Fear to Strategy: Mastering Succession Planning
Julie Smith • July 15, 2026
From Losing Millions to Leading Firms: The Firm Whisperer Story
Paul Roy • June 30, 2026
Smarter Tax Planning Starts Here: Real Talk with Dominique Molina
Dominique Molina • June 15, 2026