The Profitable Firm Blueprint – People
& Systems That Scale

• The Hidden Costs of Holding On: where bottlenecks form, what opportunities get pushed aside, and how it fuels burnout across your firm
• The Complete Time-Back Toolkit: a phased, practical delegation roadmap with checklists, frameworks, and visual guides
• The Performance Transfer Method: how to give your team clarity, ownership, and support so they can step in and perform at a higher level
• The Long-Term Delegation Shift: used by 1,260+ firms globally to finally scale without relying on sheer effort

• Group Live

• Credits: 1.0 CPE
• Field of Study: Business Management & Organization

• None

• Basic

• None

This 90-minute workshop helps growing professional services firms overcome bottlenecks, burnout, and stalled growth by implementing a practical, phased delegation strategy. Through actionable frameworks, checklists, and real-world examples, attendees will walk away with a draft time-back roadmap, a performance transfer plan for their team, and a clear vision for scaling without relying on sheer effort, plus light insights into how TOA Global supports firms in building high-performing, scalable teams.

• Attendees must register online.
• Participants must attend the entire program and engage in all required activities (e.g., respond to all 5 polls during the session).

This program is offered at no cost to attendees. As such, there are no fees and no refunds applicable. For questions or concerns, please contact our team at 1-888-585-1740.

Complaints must be submitted in writing and will be handled in accordance with AB2 Institute’s internal policy. Contact the same number above for assistance.

AB2 Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted through www.nasbaregistry.org.