Winning Ways 2025

Date November 13 – 14, 2025
Type In-Person
Location Loews Chicago O'Hare Hotel, Chicago IL

Independence isn’t guaranteed—it’s a choice. In a profession undergoing rapid and unprecedented transformation, independence is no longer just a structure—it’s a strategy. This year’s event will focus on building a great firm regardless of the ownership structure. The 2025 theme is Staying Independent:
Rethinking the Status Quo. Register below.

Anders Partner in Tax, Rob Berger, CPA/CGMA will be participating in a panel discussion on Friday, November 14th.

SESSION | Rewriting the Rules, Firm Innovation for the Next Chapter

Friday, November 14 | 11:00 – 11:50 AM

Staying independent and competitive doesn’t happen by accident—it requires intentional innovation across every part of the firm. This panel highlights forward-thinking firms that are reinventing how they operate to drive growth, support succession, and future-proof their models. From standout firms like Brandon Hall and The Real Estate CPA to those reengineering compensation, governance, and revenue structures, we’ll explore how leaders are aligning their strategies with the evolving realities of technology, client expectations, and talent dynamics. Whether you’re looking for bold ideas or practical next steps, this session delivers a front-row seat to what real innovation looks like in the profession today.

Robert Berger, CPA/CGMA | Partner, Tax

Panel also features Brandon Hall | CEO, Managing Partner, Hall CPA
and Matthew Becker | National Managing Partner of Tax/CEO-elect, BDO USA

Register
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