October IAA In-Person Meetup: Collaborative Solutions Lab

Join the COCPA’s Independent Accountants Alliance for an In-Person Meetup: Collaborative Solutions Lab

Bring your ideas, challenges, and questions. Leave with new perspectives and practical next steps.

Our October meetup will be a collaborative workshop designed around your real-world challenges. Rather than our usual meetup, we'll break into small groups where members can share ideas, ask questions, troubleshoot problems, and learn from one another's experiences.

• Friday, October 23 | 11:30 AM to 2:00 PM MT (allows time for post networking)
• Galleria Office Towers, (Lobby Large Conference Room), Glendale, CO
• FREE for COCPA members | $45 for non-COCPA members

If you've been looking for a chance to tap into the collective expertise of fellow firm owners, this is it.

Bring something you'd like to workshop, such as:

• Working on your firm instead of in your firm
• AI tools, workflows, prompts, or implementation ideas
• Technology stack questions and software recommendations
• Workflow and process improvements
• Practice management challenges
• Pricing and packaging services
• Delegation and staffing
• Client communication and expectations
• Standard operating procedures (SOPs)
• Automation opportunities
• Marketing and business development
• Website or messaging feedback
• Capacity planning and time management
• Advisory services and expanding your offerings
• Month-end close or operational efficiencies
• Vendor evaluations and implementation decisions
• Accountability and goal setting
• Peer feedback on an idea before you implement it
• "I've tried everything...what am I missing?" challenges
  

You don't need to prepare a presentation. Simply bring a topic, question, or challenge you'd like to discuss. Whether you're looking for ideas, validation, or a fresh perspective, you'll leave with actionable insights from fellow independent accountants who understand the unique challenges of running a firm.

As always, participation is encouraged, but listening and learning are welcome too

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Lunch and Parking

Enjoy provided lunch together and good conversation. Parking is in the garage at the COCPA Galleria Towers offices, and your ticket will be validated.

(*Note: This event is not eligible for CPE credit)

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About the IAA

The Independent Accountants Alliance is a COCPA community dedicated to supporting entrepreneurial accounting professionals. Whether you’re a CPA or not, our monthly virtual meetings and quarterly in-person sessions give you a space to connect, share knowledge, and tackle the challenges of building your own practice.

Not a COCPA member? No problem. You’re still welcome at this event. And if you’re curious about joining, just ask for Stacy Svendsen at the event—we’d love to help you plug into the IAA community.