Speaking Events

Current Speaking Engagements

None at this time.

Past Speaking Engagements:

PCPS Firm Meeting
November 3 - 4 -- Austin, TX 

Lean Six Sigma Applied to Audit Efficiency
2016 CPAmerica A&A Conference
June 22 -- Minneapolis, MN 

Lean Six Sigma: Your Catalyst to Innovation
HeadWaters 2016 
July 14 - 15 -- Denver, CO

LeanCPA Overview

“Unlock the Profit in Your Business”
CPA Manufacturing Services Association Fall Conference 2013
Nashville, Tenn.

“Firm Efficiency”
American Institute of CPAs
Durham, N.C.

IGAF Tax and Assurance Conference
Aruba

PKF National Partners Conference
Coeur d'Alene, Idaho

"Intro to LeanCPA"
Indiana Chapter of the Association for Accounting Administration
Indianapolis, Ind.

“LeanCPA Workshop
DFK/USA Managing Partners Conference
Philadelphia, Pa.

"LeanCPA"
IGAF Worldwide Partner Leadership Conference
Nashville, Tenn.

"Lean in a CPA Firm: Applying Lean Thinking to New Processes and Industries"
Lean Accounting Summit
Las Vegas, Nev.

"Lean CPA: How CPA Firms Can Benefit from Lean Six Sigma"
2020 Group Conference
Chicago, Ill.

"Do More with Less: Increase Profitability by Working Smarter"
Management Summit
Las Vegas, Nev. 

"LeanCPA: Process Improvement Strategies for CPA Firms"
Moore Stephens North America Firm Administrator Group
Webinar

"Process Improvement Strategies for CPA Firms"
Association for Accounting Administration MAPCast
Teleconference

"Nine Categories of Waste in CPA Firms"
XCM User Conference
Boston, Mass.

"Pushing Two Percent to the Bottom Line"
Moore Stephens North America 2009 Spring Managing Partners Conference
San Antonio, Texas 

“Trim The Fat Off Your Workflow”
Moore Stephens North America’s Fall Tax and Audit Conference
Las Vegas, Nev.

LeanCPA Training

"Green Belt Training"
Cleveland, Ohio

"How to Be an Efficient Reviewer"
Boomer Consulting Group
Webinar

“Increase Profitability by Working Smarter”
CPAmerica’s Leading Partners Retreat/Firm Administrators Roundtable
Philadelphia, Pa.

Lean Six Sigma 

"LeanCPA: How CPA Firms Can Benefit from Lean Six Sigma"
2020 Group Conference
Cleveland, Ohio

"Lean Six Sigma Symposium"
Kent State University – Stark Campus
Canton, Ohio

"Lean Six Sigma Operational Efficiencies: Pushing Two Percent to the Bottom Line"
New England Practice Management Conference
Connecticut

LeanCPA Accounting

"Lean Accounting" 
Manufacturing Services Association Superconference
San Diego, Calif., and IMA Akron chapter, Akron, Ohio

"What Auditors Should Know About Lean Accounting"
Indiana Society of CPAs
Indianapolis, Ind.

"Applying Lean in Public Accounting"
Ohio Accounting Show
Columbus, Ohio

LeanCPA Tax

“Mapping the Value in Your Tax Practice”
Accounting Today’s Growth and Profitability Summit
Orlando, Fla.

"Lean Concepts in a Tax Practice"
Moore Stephens North America Tax Conference
Orlando, Fla.

"Why We are Losing Profitability and How to Fix It"
PKF North America Canadian National Standards Meeting
Las Vegas, Nev.

LeanCPA Audit 

“Lean Audit Process”
PKF North America Summit
Chicago, Ill.

"Why We are Losing Profitability and How to Fix It"
PKF North America Canadian National Standards Meeting
Las Vegas, Nev.

 

Lean CPA
Contact Us

Contact Us

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5775 Perimeter Drive, Suite 200, Dublin, Ohio 43017-3224 phone 614.889.8725