Session archives
2025
The 2025 PE SUMMIT has wrapped, and the response was extraordinary. Accounting leaders, M&A strategists, and private equity experts gathered for a rare, behind-the-scenes look at how top firms are structuring their deals, accelerating growth, and navigating the realities of outside investment.

If you missed it, you missed the only event that goes this deep into the PE wave reshaping the accounting profession — from deal mechanics and valuation to regulatory considerations and post-acquisition integration. The conversations were candid, the strategies were actionable, and the insights were unlike anything you’ll find in editorial coverage or general conferences.

Watch PE Summit sessions on-demand anytime, and be sure to sign up for future updates, exclusive content, and early access to next year’s agenda and registration.
CPA Insights
Opening Remarks & Staying Independent

Private equity isn't inevitable: It's perfectly possible for accounting firms to remain proudly independent — but to do that,

November 19
How to Capitalize Your Firm

A key consideration for accounting practices that want to remain independent is finding the capital they need to invest in staff,

November 19
What Drives Value

Join Bob Lewis of The Visionary Group for an inside look at the key factors that enhance—or diminish—an accounting firm's value.

November 19
Workshopping a Typical Deal

Veteran deal-maker, Phil Whitman, will take accounting firm leaders through the structure of a "typical" private equity deal to discuss important issues like price,

November 19
Keynote
Welcome & Opening Remarks & Keynote: PE and the Accounting Profession – A Look Back on the First Term (2021-2025)

Discover the pivotal milestones of the past four years as CPA firms have partnered with private equity.

November 19
General Sessions
How Have PE Firms "Investment Theses" Changed?

Private equity's theses for CPA+ platforms is increasingly nuanced and increasingly linked to the believability of a firm's organic growth prospects.

November 19
Brand, Pay, and Perception: What the Data Tells Us About Private Equity Today

When private equity firms invest in accounting firms, they're ultimately acquiring two assets: client relationships and the teams that serve them.

November 19
PE in Accounting: The PE State of Play

In this session, a panel of top experts and deal-makers (including our conference co-chairs) will survey the current state of play in the accounting profession —

November 19
Day Two Opening Remarks & Life Before PE

The path to taking on private equity can take many forms; in this session, accounting firm leaders and industry experts share the main milestones on that path,

November 20
The Private Equity Perspective

What does PE want? Leaders from the private equity side of the equation share why they're interested in accounting,

November 20
Life With PE

Once the ink on a private equity deal dries, accounting firms enter a new phase of their existence — one that requires fresh thinking,

November 20
Apprehension, Opportunity and the Future: Private Equity in Accounting

Private equity is reshaping the accounting profession—fueling growth and modernization for some firms,

November 20
Managing the Impact of PE

Both before and after a deal, private equity will rouse a lot of emotions inside an accounting firm — and change a lot of people's roles.

November 20
Town Hall: Ask the Experts & Closing Remarks

Our co-chairs return to the stage to wrap up the event, highlighting the most important takeaways from the previous two days,

November 20
Lightning Rounds
Lightning Rounds

Get ready for a dynamic, fast-paced session where thought leaders in private equity and capital funding take the stage to share their perspectives on its role in accounting.

November 20