Creating a sense of belonging is essential for strengthening recruitment, improving retention, and building high-performing teams—regardless of organisation size.

As conversations around Diversity, Equity & Inclusion (DEI) continue to evolve, organisations are also rethinking how to embed inclusive practices in ways that are constructive, authentic, and sustainable.

When applied effectively, the principles behind DEI and inclusive leadership help foster an environment where everyone feels valued and included. This sense of belonging drives stronger engagement, improves performance, and enhances both recruitment and retention outcomes.

For smaller organisations in particular, where scale alone cannot demonstrate diversity, inclusive leadership becomes even more powerful—helping to build strong team connection, camaraderie, and culture, even in fully remote or virtual environments.

Many CPA firms are looking to expand into advisory services, but few have a clear view of what that transition looks like in practice. This session offers a candid, real-world perspective from inside a firm that successfully evolved beyond traditional compliance work while maintaining operational stability.

Led by a managing partner with firsthand experience building and scaling advisory services—and navigating that growth through acquisition—the webinar focuses on practical insights rather than theory.

Participants will gain a clearer understanding of how advisory services develop in reality, the cultural and operational challenges firms face, and how leadership, staffing, and pricing models must evolve to support higher-value client work without compromising core compliance revenue.

AGN’s ADVANCE training is focused on creating excellent accountants AND excellent leaders. It is designed to address specific technical and developmental needs for every step as you progress in your career. The goal is to enhance your skills, build confidence, and help you increase your value to your clients, your team, and the firm as a whole by blending professional skills with leadership, business development, project management, and more.