The Profession's Only Conference on Practice Management

November 7-8, 2024 • Chicago, IL

The Modern Accounting Firm Creating a World-Class Advisory Practice

Developing a top-tier advisory practice is crucial for accounting firms to unlock growth. But it's easier said than done. By offering strategic guidance and innovative solutions, firms can enhance client relationships, diversify revenue, and establish themselves as trusted advisors, driving sustainable growth in a competitive market. 

Join us as we uncover what it takes to foster a world-class advisory practice for your firm.



What Previous Attendees Have To Say Testimonials

"Winning Ways '22 was a unique conference for high-caliber accounting firm owners and execs to come together and discuss some of the industry's biggest problems. If you want to be in the room with people who are making it happen, I highly recommend attending"

- Brandon Hall, Managing Partner at Hall CPA PLLC

"I thought the Winning Ways was a great conference to attend and well worth the time and money. Many of the thought leaders of the profession were there and it provided a great opportunity to network with many of them. The content of the conference was very timely as well as it was focused on resource management and outsourcing solutions etc., which are some of the biggest issues in the profession at this time."

- Jeff Call, Managing Partner at Bennett Thrasher

Reasons to attend this year's conference Create an Advisory Practice that Drives Loyalty and Revenue

If you are a progressive, forward-thinking firm, you are most likely putting every effort into creating a magnetic culture. Accounting talent is at such a premium today that firms need a culture that clearly demonstrates collaboration, innovation, and inclusion to attract and retain the strongest, best talent in the profession.

Unlock the power of advisory services for your accounting firm! Join us and let's dig deep into how today's firms are building world-class advisory practices. Diversify revenue streams, strengthen client relationships, and become a trusted advisor with proactive guidance and strategic insights. Don't miss this opportunity to gain the knowledge and tools needed to drive success and stay ahead in today's competitive market. Elevate your firm, exceed client expectations, and thrive with an innovative advisory practice!

As accounting professionals, we understand the importance of staying up-to-date with the latest industry trends and practices. Networking and collaboration with peers is an excellent way to expand our knowledge and skill sets. Winning Ways brings together leaders from the top accounting firms in the country. You'll have the opportunity to connect with like-minded professionals in the field and engage in meaningful discussions about the opportunities creating a great culture provides to your firm. 

Attendance is capped at 100 leaders providing you the chance to share your experiences, learn from others, and gain new perspectives on creating culture best practices. Join us for an intimate reception November 14th for an evening of networking, discussion and libations!

Industry insights reveal that creating a healthy work culture in accounting firms can increase productivity, job satisfaction, and employee retention. With the rise of remote work and a more diverse workforce, firms need to be intentional about promoting diversity, equity, and inclusion to foster a welcoming and inclusive culture.

Additionally, emphasizing open communication, encouraging professional development opportunities, 

and recognizing employee achievements are essential building blocks in creating a thriving and sustainable culture in the accounting profession. 

Join us at Winning Ways to explore with Allan Koltin, Gary Shamis, and Richard Kopelman how to build a positive culture in the accounting industry and gain valuable insights from these industry experts.

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Speakers & Panelists

Allan Koltin
CEO, Koltin Consulting
Allan Koltin
CEO, Koltin Consulting

Allan Koltin is a seasoned business advisor and consultant with over 30 years of experience in the accounting and consulting industries. As CEO of the Koltin Consulting Group, he leads a team of professionals who provide strategic guidance and support to accounting firms and their leaders.

Throughout his career, Allan has worked with hundreds of accounting firms, ranging from small local firms to large international organizations. He has helped these firms navigate complex business challenges, develop growth strategies, and improve operational efficiency.

An esteemed thought leader in the industry, Allan is a frequent speaker at industry events and has authored numerous articles and publications on topics related to accounting firm management and leadership. He is passionate about helping firms grow and succeed, and his insights and expertise have proven invaluable to countless clients throughout his career.

Prior to founding the Koltin Consulting Group, Allan was the CEO of PDI Global, a leading provider of consulting and training services to accounting firms. He also spent several years as a Partner with Deloitte, providing strategic consulting services to clients in a variety of industries.

Allan holds a Bachelor's degree in Accounting from the University of Illinois and is a licensed Certified Public Accountant. He is also a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.

With his extensive knowledge and experience, Allan has earned a reputation as a trusted advisor and mentor to accounting firm leaders across the country. He works closely with his clients to understand their unique challenges and goals, and develops customized solutions that drive growth and success.

Gary Shamis
CEO, Winding River Consulting
Gary Shamis
CEO, Winding River Consulting

Gary Shamis is a highly experienced and accomplished business advisor, entrepreneur, and Certified Public Accountant with over 40 years of experience in the accounting and consulting industries. As the Managing Director of Winding River Consulting, Gary provides strategic guidance and support to accounting firms, helping them navigate the complex challenges of the modern business landscape.

Throughout his career, Gary has worked with hundreds of accounting firms across the United States, ranging from small local practices to large international organizations. He has a deep understanding of the challenges facing the industry, and has helped countless firms overcome those challenges and achieve long-term success.

Gary is a recognized thought leader in the industry and a frequent speaker at industry events. He has authored numerous articles and publications on topics related to accounting firm management, leadership, and growth. He is passionate about helping accounting firms achieve their full potential and has dedicated his career to this mission.

Prior to founding Winding River Consulting, Gary was a co-founder of SS&G, a top 50 accounting and consulting firm, where he served as Managing Partner for over 30 years. Under his leadership, the firm grew from a small local practice to a regional powerhouse with multiple offices and a diverse portfolio of clients.

Gary is a licensed Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He holds a Bachelor's degree in Accounting from the University of Akron.

With his extensive knowledge, experience, and passion for the industry, Gary has earned a reputation as a trusted advisor and mentor to accounting firm leaders across the country. He works closely with his clients to develop customized strategies that drive growth and profitability, and he is committed to helping accounting firms thrive in the face of the challenges and opportunities of the modern business world.

David Toth
CGO, Winding River Consulting
David Toth
CGO, Winding River Consulting

David Toth built his marketing expertise around a strong digital comprehension. Understanding the importance of data, he reasoned, should guide each step of the process, using informed decision making to adapt when and where necessary. Armed with the evidence, David challenges the status quo to drive results.

He is a strategic-thinker and believes the path to successful outcomes includes integrating technology with tried-and-true practices. As David sees it, when it comes to digital transformation there will always be new dots to connect. The challenge is having the discipline to make the connections that close the gap between marketing dollars and sales revenue.

David has served as an outsourced CMO, agency executive, and change agent for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. He has a knack for building meaningful relationships. David has found that while each business and industry is unique, the foundation to success is always the same — know your audience.

Trisha Daho
Culture & DEI Consultant, Winding River Consulting
Trisha Daho
Culture & DEI Consultant, Winding River Consulting

Trisha spent most of her career leading large, diverse teams toward the delivery of value for her clients at a Big 4 Accounting and Advisory firm, wherein she served as a partner. She has been pivotal in the discovery and sustainability of value in the billions of dollars for her clients. She has worked with executives and their teams in dozens of Fortune 500 companies in the majority of states. She has also created enormous value for entrepreneurs, high-growth companies, and aspiring start-ups.

Having made partner in a Big 4 accounting firm in 9 years, Trisha was charged with building thriving practices from scratch in 4 different regions of the country. Through laser-focused strategies and the ability to scale talent and service delivery quickly, she was able to create growth businesses that have expanded exponentially. The leaders she’s cultivated have gone on to be partners, CFOs, CEOs, and much more.

With her own company, Empowered Leadership Cultivation, Trisha partners with C-suites and managing partners to think, plan, and execute strategically for the purpose of accelerated and sustainable growth, primarily in professional service firms. She also partners with larger firms to create success for women and diverse people who are entering leadership positions through a diversity and inclusion peer advisory experience focused on strategy, high-performing teams, and advocacy in leadership.

With a law degree from Case Western Reserve University and a business degree from Miami University, Trisha brings practical results-driven insights as well as leadership acumen. She regularly writes and speaks on a variety of topics, including authenticity in leadership, high-impact teams, creating growth cultures, diversity and inclusion, and many more.

Trisha is married to a Frenchman named Bachir, whom she met while on vacation in Paris. They plan to travel the world together as soon as he is permanently stateside. In her spare time, Trisha fosters Labrador Retrievers, travels to faraway places, and watches lots of foreign films.


Venue Loews Chicago O'Hare Hotel

November 7-8, 2024

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Keep in mind that this event is limited to 100 attendees, so make sure you reserve your spot!