This October, CalCPA will bring together targeted groups of accounting professionals for two interactive 2027 Planning Boot Camps — one focused on CAS practices and one designed specifically for small firms.

Each full-day experience will combine 4–5 CPE sessions, peer discussion, meals, networking, and a closing happy hour, giving attendees practical ideas and resources they can take back to their firms as they plan for 2027.

For sponsors, this is more than a speaking opportunity. Sponsors are invited to spend the entire day with approximately 40 attendees — joining conversations over breakfast and lunch, participating in networking and workshops, presenting an educational session, and continuing relationships during the closing happy hour.

Planned Schedule

• 8 am | Breakfast

• 9 am | Session 1

• 10 am | Break

• 10:30 am | Session 2

• 11:30 am | Networking Lunch

• 1 pm | Session 3

• 2 pm | Break

• 2:30 pm | Session 4

• 3:30 pm | Break

• 4 pm | Happy Hour

October 20, 2026 | Los Angeles, CA

Approximately 40 attendees

Designed for professionals building, leading, or growing Client Advisory Services practices, the CAS Boot Camp will focus on the decisions firms should be making now to build stronger, more efficient, and more profitable advisory practices in 2027. 

We are particularly interested in educational sessions around:

• Building the 2027 CAS Practice: What firms should prioritize now for growth, scalability, and profitability

• Pricing for Profitability: Moving beyond hourly billing and creating sustainable advisory pricing models

• AI & Automation in CAS: Practical ways to automate repetitive work and create more capacity for advisory

• Building the Right CAS Tech Stack: Evaluating tools, integrations, and technology investments for 2027

• Expanding Your Advisory Services: Identifying new services and revenue opportunities within existing client relationships

• Staffing & Capacity Planning: Outsourcing, offshoring, automation, and building the right team structure

• Creating Recurring Revenue: Packaging services and developing predictable, year-round client relationships

• Improving the Client Experience: Using technology, communication, and workflows to create greater value and retention

• From Accounting to Advisory: Helping teams make the transition from completing work to providing strategic insight

October 21, 2026 | Los Angeles, CA

Approximately 40 attendees

Created specifically for small firm owners and leaders, this Boot Camp will help attendees step out of the day-to-day and make intentional decisions about how they want their firms to operate in 2027.

Programming will focus on practical strategies that can help small firms save time, increase capacity, improve profitability, reduce risk, and create a better experience for both their teams and clients.

We are particularly interested in educational sessions around:

• Your 2027 Firm Plan: What small firms should be evaluating and changing before the new year

• Tax Season Readiness: Improving workflows, capacity, client communication, and processes before busy season

• AI for the Small Firm: Practical applications that save time without requiring a large technology investment

• Doing More With a Smaller Team: Automation, outsourcing, offshoring, and smarter workflows

• Billing & Collections: Improving cash flow, pricing, payment processes, and reducing administrative work

• Adding New Revenue Streams: Identifying services firms can add without dramatically increasing workload

• Building the Right Tech Stack: Which technology investments can make the biggest difference for a small practice

• Client Retention & Experience: Creating stronger relationships while setting better boundaries and expectations

• Risk, Quality & Compliance: Protecting the firm while creating processes that don't add unnecessary complexity

• Succession & the Future of Your Firm: Preparing for growth, transition, acquisition, or eventual succession

$4,000 per Boot Camp

Each participating sponsor receives:

• One educational CPE session (50 mins + 10 mins Q&A)

• Visibility and thought leadership for your brand via informational sessions or hands-on workshops

• Opportunities to network throughout the day

• Participation in breakfast and lunch

• Participation in the closing happy hour

• Sponsor recognition associated with the event

• Post-event registration list, including attendee name, firm name, and email address

• Access for 2 registrants per sponsor

Come for the Session. Stay for the Relationships.

Sponsors are encouraged to participate in the entire Boot Camp experience, rather than arriving only for their presentation.

With attendance intentionally limited to approximately 40 professionals, sponsors have the opportunity to get to know attendees throughout the day — over coffee, during breaks, at lunch, through workshops, and at happy hour.

The goal is simple: provide valuable education first and create space for meaningful business relationships to develop naturally.

Session Approval

All proposed session topics and speakers must be reviewed and approved by CalCPA prior to contracting. Session details, including title, description, learning objectives, and slides, must be provided no later than one month prior to the event.

Sessions should be educational, practical, and directly connected to helping attendees prepare their firms or CAS practices for 2027. Informational sessions, case study discussions, or hands-on workshop formats are welcome. Sponsors are encouraged to propose topics within the areas above or suggest another timely topic that addresses a meaningful challenge facing firms.

Sales presentations and product demonstrations will not qualify as CPE sessions.

When solving a problem, the sponsor's solution cannot be the only solution, others must be presented to be a balanced and educational session.  Sponsors are welcome to bring a customers to co-present at their own cost.

Space is intentionally limited to create an intimate, interactive experience and provide participating sponsors with meaningful access to attendees throughout the day.

All advertising is subject to approval by the staff of the California Society of CPAs. The publisher reserves the right to decline any advertisement considered unethical or unsuitable, regardless of contract. If time permits, the advertiser will be allowed to submit acceptable material as a substitute.