Live Virtual Workshop Schedule 

August 4, 2026 | 4:00 PM - 5:30 PM CST

Join this live workshop to design the team your firm will need to scale over the next 1, 3, and 5 years.

The wrong hire is expensive. The right hire is difficult to find. And every delayed hiring decision puts more pressure on your team, your clients, and your growth.

The good news? There's a clear path forward.

During this workshop, Nick Sinclair will guide you through the same strategic planning principles that helped him build multiple high-growth businesses, including one that scaled from $0 to $130M.

This is a LIVE Workshop, not a fluffy webinar. Take action and walk away with:

• The 1, 3, and 5-Year Growth Map – A clear 1, 3, and 5-year organizational chart for your firm that supports strategic growth.
• The Talent Mix Matrix – A defined talent mix strategy outlining which roles should be onshore, offshore (global), and on-demand.
• The High-Growth Hiring Timeline – A roadmap for future hiring, including which roles to fill next and when.
• The People Strategy Blueprint – A people strategy aligned with your business goals, removing the guesswork from team planning.
• The Change Adoption Plan – An internal rollout plan to gain team buy-in and drive clarity across the firm.

You’ll also get one (1) CPE credit from The Ab² Institute of Accounting for attending live and meeting the requirements.

Investment: $150 $99

Design Your Strategy Once. Grow for Years.

NASBA CPE Credit Terms and Conditions

Talent Strategy Workshop (The Scalable Hiring Playbook) August 4, 2026

1. Learning Objectives

• Develop a clear 1-, 3-, and 5-year organizational chart that aligns with their firm’s growth strategy.

• Define an effective talent mix, identifying which roles should be onshore, offshore (global), or on-demand.

• Create a hiring roadmap that outlines which roles to fill next and when.

• Build a people strategy that supports business goals and eliminates the guesswork in team planning.

2. Instructional Delivery Method

• Group Live

3. Recommended CPE Credit and Field of Study

• Credits: 1.0 CPE

• Field of Study: Business Management & Organization

4. Prerequisites

• None

5. Program Level

• Basic

6. Advanced Preparation

• None

7. Program Description

• This 90-minute workshop helps growing accounting firms tackle capacity issues, burnout, and scalability by creating a clear, actionable people strategy. Through practical frameworks and real-world examples, attendees will walk away with a draft talent plan and org chart- plus light insights into how TOA Global supports firms on this journey.

8. Course Registration and Attendance Requirements

• Attendees must register online.

• In order to be awarded full credit, participants must attend the entire program and engage in the required activities (e.g., respond to all 3 polls during the session).

9. Refund Policy / Cancellation

• Policy 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.

10. Complaint Resolution Policy

• 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.

11. Official NASBA Sponsor Statement

• 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 to the National Registry of CPE sponsors through its website: www.nasbaregistry.org.