Practice Management Conference

Dates: January 26–29, 2027
Location: Fontainebleau, Miami, FL

The Annual Practice Management Conference (PMC), hosted by the Diverse Organization of Firms (DOF), is the premier event for owners and managers of Black-owned CPA, financial management, and professional services firms. This exclusive three-day conference is designed to provide you with the tools, insights, and connections necessary to scale your business, increase profitability, and position your firm for long-term success.

Conference Theme 
The 2027 Practice Management Conference (PMC) is designed for leaders who are shaping the future of their organizations. Whether you are a firm owner, managing partner, executive, director, department leader, or high-potential emerging leader, PMC delivers practical strategies to help you strengthen performance, accelerate growth, and lead confidently through change. 

Attendees may book hotel accommodations during registration or by calling 1-800-548-8886 (Group Reservations, press the group reservations option) and mentioning Practice Management Conference 2027.

Dominate Through Growth & Strategic Leadership 

Today’s leaders must do more than manage day-to-day operations. They must create the vision, strategy, and structure that position organizations for long-term success. 

Dominate Your Market Through Marketing & Business Development

Discover innovative approaches to marketing, business development, client acquisition, and strategic positioning that help organizations expand their influence and create new pathways for growth. 

Evolve Through Operational Excellence & Team Performance

Focus on overcoming organizational bottlenecks, strengthening team performance, building scalable operations, and creating cultures that empower professionals at every level. 

Innovate Through Technology, AI & Analytics

Explore how AI, automation, analytics, and emerging technologies can improve decision-making, enhance service delivery, and increase efficiency. 

Expand Through Advisory & Growth Opportunities

Learn how advisory services, specialized practice areas, and emerging market opportunities can diversify revenue streams and support strategic growth. 

Leadership Transformation & Governance

Develop the skills needed to lead through complexity, inspire high-performing teams, strengthen governance, and build organizational resilience. 

Networking Opportunities

Build meaningful relationships with executives, owners, industry experts, sponsors, and decision-makers through networking events and interactive discussions. 

Why Attend?

  • Dominate: Strengthen your ability to lead, compete, and position your organization for success. 
  • Evolve: Discover strategies for adapting teams, operations, and business models. 
  • Innovate: Learn how AI and technology can accelerate performance. 
  • Connect: Build meaningful relationships with influential leaders and peers. 
  • Lead: Gain practical insights you can immediately apply within your organization. 

Prices

Registration Type

Early Bird (through Oct. 30)

Regular (Oct. 31 – Nov. 30)

Late (After Nov. 30)
DOF Member$775$925$1,075
NABA Member$850$1,000$1,150
Non-Member$1,000$1,150$1,300

Agenda: 

Wednesday, January 27, 2027

Dominate: Building the Foundation for Scalable Growth

From Operator to Architect: Part 2 | Dr. Anton Bizzell | Business Management & Organization | 1.5 CPE

Building Bigger Opportunities Through Strategic Collaborations | Anne McNeil | Business Management & Organization | 2.0 CPE

Marketing for Growth | Dyron Jolly | Communications & Marketing | 3.0 CPE

Welcome Reception I Conclude the first day of the conference by joining fellow attendees, speakers, and industry leaders for an evening of networking and connection.

Total CPE: 6.5

Thursday, January 28, 2027

Evolve: Scaling Leadership, Talent & Competitive Advantage

Beyond the Bottleneck, Part II: Building a Firm That Grows Beyond You | Kadena Tate | Business Management & Organization | 3.0 CPE

Using Your CPA Firm to Build Wealth | William Taylor | Finance | 2.0 CPE

AI-Powered Competitive Advantage | Rolanda McDuffie | Information Technology | 1.5 CPE

M&A Forum | Moderated Panel | Finance | 1.5 CPE

DOF Miami Nights I An elevated Miami evening bringing DOF leaders and members together to celebrate, strengthen relationships, and connect in an intimate setting.

Total CPE: 8.0

Friday, January 29, 2027

Innovate: Expanding Revenue, Governance & Future Readiness

Board Governance | Roosevelt Giles | Business Management & Organization | 1.0 CPE

Private Equity & Firm Expansion | Finance | 1.5 CPE

Beyond Compliance: New Revenue Opportunities for CPA Firms  | Gwen Standberry Evans, Jayden Doye, Jeff Morris | Management Services | 1.5 CPE

Data, AI & Business Intelligence | Greg Frazier | Information Technology | 1.5 CPE

Quality Management Standards | Ron Thompkins | Auditing | 1.0 CPE

Tax Compliance Standards | Al Ball | Taxes | 1.0 CPE

Total CPE: 3.5

Early Bird (Deadline September 30) 

$750 – DOF Members

$825 – NABA Members

$900 – Non-Members

Regular Registration (Deadline: November 30)

$900 – DOF Members

$975 – NABA Members

$1,050 – Non-Members

Late Registration (After November 30)

$1,050 – DOF Members

$1,125 – NABA Members

$1,200 – Non-Members