Session 2: The Foundation
How long does it take a new team member to run a year-end file without partner intervention? That number is the clearest measure of how well your systems actually work. INVITE ONLY | 20–25 SEATS | CPD CERTIFIED
Session 2 — Rebuild
Fix the foundation. Data. Stack. Workflow.
Session Details:
Everything you need to know before you apply. No surprises — just a candid room of decision-makers doing the work.
Format - Facilitated roundtable. No slides. No vendor pitch.
Duration - 3 hours per session
Platform - Zoom · Camera-on expected
Seats - 20–25 per session · Application-based
CPD Credit - Provided for each session
Time zone - 12:00 PM – 3:00 PM Mountain Time
Eligibility - Partners, firm owners, senior decision-makers
Cost - No charge
Who This Is For
Managing Partners
You sign the cheques and set direction. You need the ROI case and the roadmap to act on it. This series gives you both.
Senior Managers and Directors
You run the engagements. You need systems that let your team execute without babysitting every file. This is the conversation you have been waiting for.
New and Junior Partners
You are building the next version of this firm. You need modern infrastructure your partnership will act on - and the language to make the case.
Your Facilitators
- Atin Gupta, CEO and Co-Founder, Countable
- Larry Brownoff, Director, Member Relations, CPA Alberta
- Roshan D'Souza, VP Marketing, Countable