DESIGNING
THE FUTURE
ACCOUNTING
FIRM

A LEADERSHIP FORUM FOR ACCOUNTING FIRM EXECUTIVES

The accounting profession is evolving rapidly. Technology, talent shortages, and changing client expectations are reshaping how firms operate. The Innovation Circle is a private leadership forum where accounting leaders come together to discuss how the modern accounting firm must evolve. Leave every conversation with practical ideas you can apply to your own firm.

This is not another conference. It is a curated space for real conversations.

Better Conversations Lead to Better Decisions

The accounting industry has no shortage of conferences, expos, and software demonstrations. What it lacks is a small, high-trust leadership forum where firm leaders can step away from the noise and openly discuss how the profession is evolving.

The Innovation Circle fills that gap.

It brings together a curated group of accounting leaders to explore how tech, talent and new service models are reshaping the modern accounting firm.

These are not presentations. They are conversations.

Why The Innovation Circle Existster Decisions

The Innovation Circle creates a space where accounting leaders can:

• Exchange real experiences with peers
• Explore how tech is changing their firms
• Discuss the shift from compliance to advisory
• Identify practical ways to build more resilient practices

Members leave with new perspectives, practical ideas, and trusted relationships that continue long after each discussion finishes.

How the Innovation Circle Works

Chatham House Rules

Participants speak openly about real challenges facing their firms.

Strategic Curiosity

Exploring how firms must evolve in response to technology, talent shortages, and changing client expectations.

Insight

Each conversation surfaces practical operational ideas participants can apply in their firms.

Trust

Small groups. No selling. No pitching. Long-term professional relationships.

The Innovation Circle Structure

Digital Conversations

Stay ahead of emerging trends with exclusive quarterly discussions exploring the biggest strategic challenges facing modern accounting firms.

Roundtables

Small-group discussions (8 – 10 firm leaders) designed to surface ideas you won't hear on conference stages.

Supper Clubs

Small private dinners with a maximum of 14 attendees and semi-facilitated conversation.

This annual flagship event brings together a select group of partners and industry leaders.

Stay ahead of emerging trends with exclusive quarterly discussions exploring the biggest strategic challenges facing modern accounting firms.

What you’ll take away

Gain fresh perspectives from leaders facing similar challenges, practical ideas you can apply within your own firm, and trusted relationships with peers navigating the future of the profession. Whether you're exploring AI, scaling advisory services, addressing talent shortages or rethinking your operating model, you'll leave with greater confidence in the decisions shaping your firm's future.

Join the Conversation

Participation in the Innovation Circle is by invitation.If you are a firm interested in contributing to the conversation around the future of the profession, we would welcome hearing from you.

FAQs

Who can attend?

The Innovation Circle is for leaders of accounting firms who are shaping their firm’s future. That includes partners, directors and other senior decision-makers. Places are by invitation, so each conversation brings together people facing similar challenges at a similar level.

How do invitations work?

Participation is by invitation only. If you’,d like to take part use the “Request an invitation” link on this page, tell us why you’d like to attend and our team will be in touch.

Can I nominate someone?

Yes. If you know a firm leader who would both add value to the conversation and gain insight from the sessions, please get in touch with their details and we’ll consider them for a future invitation.

How often do events happen?

Digital Conversations run every quarter, and our flagship event, gbX, takes place once a year in London.
Roundtables and Supper Clubs are held throughout the year.

Is this for partners or directors?

Both. The Circle is for senior leaders who influence the direction of their firm, whatever their title.

What topics are covered?

Conversations focus on the issues firm leaders are dealing with now, including:
• Technology and AI
• Talent shortages
• Moving from compliance to advisory work
• New service models and scaling advisory services
• Rethinking how the firm operates

What makes it different from conferences?

This is not another conference. There are no keynote presentations and no selling or pitching. Instead, small groups of peers have honest, high-trust conversations under Chatham House Rules, so you can speak openly about real challenges and leave with ideas you can use.

How large are discussions?

Groups are deliberately small. Roundtables bring together 8 to 10 firm leaders, and supper clubs have a maximum of 14 guests.

Can I attend virtually?

Yes, through our quarterly Digital Conversations, which run online.
Roundtables, supper clubs and the annual flagship event are held in person only.

DESIGNING THE FUTURE ACCOUNTING FIRM