Better Everyday
Strategic Planning Conference

June 16-18
St. Regis, Longboat Key, Florida

Escape, connect, and get better…

The Better Everyday Strategic Planning Conference in Longboat Key Florida will give you a chance to connect, get new perspectives, and elevate your firm during a first-class event designed just for Better Everyday members. This is more than just an event—it's a chance to recharge, reflect, and reignite your passion for building a thriving firm.

This exclusive, members-only event is your chance to hit pause, gain clarity, and leave feeling recharged and inspired. Expect a perfect blend of impactful sessions, collaborative workshops, and plenty of downtime to relax and recharge.

Key take aways

  • You will work during the event to create strategic imperatives for 2025, 2026, and beyond. We will be introducing our new BE Strategic Planning Platform built exclusively for BE members.

  • Hear from other firm owners just like you who are leveraging technology to remove the friction from their tax business and divert their resources to the things that matter most to the firm.

  • Get lessons learned and best practices for the implementation of a better practice management tool. Darren Root leads a conversation with Canopy users to help you make a decision about the next steps for your firm.

  • Be a part of a group discussion led by John Mitchell about the effects of an escalating mental health tsunami in the country and the impacts it is having on your firm.

  • Darren Root will lead a conversation with members who are currently (or recently) going through succession and exit journeys. Hear about options, lessons learned, and get resources for your planning.

  • Get a run down of QBO and best practices for building a future-proof CAS practice.

  • Monday - June 16th:

    • 7:30pm - 9:00pm - Welcome Reception at The Monkey Bar

    Tuesday - June 17th: Day 1

    • Breakfast

    • Kickoff Keynote - "Simplify in '25"

    • The 3 Solutions Reshaping Accounting in 2025

    • Breathing Room: Creating Capacity in Your 1040 Practice Through Intelligent Automation

    • Practice Management Evolution: Real Conversation with Canopy and Better Everyday Members Who Are Making the Transition (Panel)

    • Lunch

    • Building a Mental Health-Conscious Firm Culture

    • Revenue-Driven Storytelling: Simplifying Marketing & Sales in your Firm

    • Facilitated Round Tables with Strategy Groups

    • The A.I. Advantage: Transforming Client Accounting Services with Next-Generation QBO

    • Pricing for Profitability: Real-World Models that Protect Your Margins

    • Closing Keynote

    • Dinner - St. Regis

    Wednesay - June 18th: Day 2

    • Breakfast

    • Growth by Design: Unconventional Marketing Strategies That Work (Member Panel)

    • Big Rocks: Developing and Implementing a Strategic Plan for Your Firm

    • Round Table Discussions with Strategy Groups

    • Lunch

    • Exploring Tech Solutions for Team Management and Culture in Your Firm

    • About Your Membership: Room Discussion about the Future of Better Everyday and How We Can Best Support You and Your Team

    • Closing Keynote: "Leading Hope"

Here’s what you can expect…

  • Inspiration & learning

    Gain fresh insights from industry experts and other firm leaders who have been in your shoes. Our agenda is designed to address the challenges you are facing today and provide actionable solutions for tomorrow.

  • Collaboration & connection

    Step away from the day-to-day grind and build meaningful connections with peers who share your vision. Exchange ideas, troubleshoot challenges, and leave with new strategies to drive your firm forward.

  • Relaxation & recharging

    Take in the stunning beauty of Longboat Key with built-in relaxation time. Enjoy sunlit beaches, ocean views, and casual networking opportunities. It’s the perfect balance of firm building and personal rejuvenation.

Join us in Longboat Key and make this year unforgettable!

Our Better Everyday Strategic Planning Conference is more than just an event—it's an opportunity to re-energize, connect with your tribe, and discover new ways to get Better Everyday.