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Workshops

CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting. 

Webinar: Beyond the Balance Sheet: Building Resilience for Your Practice and Your Clients (Sponsored by Plooto)

November 19, 2025

3:00 PM - 4:00 PM EST

Info

Bookkeeping today means managing more complexity than ever. Firms are managing more clients, tighter deadlines, and rising expectations — all while juggling fatigue and burnout. But here’s the truth: Tough times can create tougher, more resilient firms.
In this webinar, we’ll explore how to build a firm that adapts, grows, and thrives through uncertainty. You’ll discover how intentional leadership and a strong culture of support can help you and your firm turn shifting client expectations and operational challenges into opportunities for growth, collaboration, and long-term success.

Learning objectives:
By the end of this session, you will be able to:

  • Build a resilient firm culture that adapts to change and turns challenges into opportunities for growth.
  • Manage conflict in a way that strengthens trust, collaboration, and productivity.
  • Use practical strategies to strengthen resilience and positively impact your bottom line.


Speaker: Logan Mallory, Vice President of Revenue, Plooto

Logan Mallory is the Vice President of Revenue at Plooto, a company that helps over 1,000 Canadian accountants and bookkeepers reduce risk and save time by streamlining payments for their clients. Logan is also a keynote speaker who inspires audiences on leadership and resilience during challenging times. He has a wife, four kids, and a poodle.

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