Topic

Peer to Peer Conversations: Marketing, Managing, and Scaling Your Firm

Time

Wednesday, October 15, 2025, 1:00 PM - 2:00 PM 

Eastern Time (US & Canada)

Description

Attracting new clients is just the beginning. True, sustainable growth happens when you build a firm with the operational engine to support it. How do you move from being a busy practitioner to a successful business owner who can scale effectively? Where do you focus your energy to create systems for marketing, client management, and team growth that don't lead to burnout? 

This candid, peer-to-peer conversation is designed to demystify the entire growth journey. Join two award-winning firm owners who will share practical, actionable strategies that go beyond marketing theory. They'll dive into the critical systems needed to manage a thriving practice, from defining your service offerings and onboarding new clients to managing your team and building a firm that enables growth. 

By participating in this webinar, you acknowledge and agree to being recorded. This recording will not be used for marketing or promotional activities. Your attendance serves as your consent to these terms.

This session is not eligible for CPD credits.

 

Intended Audience

Bookkeepers or accountants who are ready to take their firms to the next level

Speakers

      

Stephanie Folahan
Full Name
Stephanie Folahan
Job Title
President
Company
Premier Accounting & Tax Inc
Bio

Stephanie is an award-winning accountant who built her firm from the ground up by focusing on strong client relationships, being willing to take risks, and learning from every mistake along the way. She believes in moving forward even when things aren't perfect, trusting that clarity comes with action. Her journey hasn't been linear, but it's been rooted in resilience, bold decisions, and a commitment to doing better every single time. Stephanie's not afraid to pivot, course correct, or challenge the norm - and that fearless approach has helped her grow a thriving, values-driven accounting firm. 

Mike Libbey
Full Name
Mike Libbey
Job Title
Partner & COO, YBL
Bio

Partner & COO, YBL

As Partner & COO of YBL, Mike Libbey brings firsthand experience in succession planning and business transformation. After helping lead the firm’s growth for over a decade, he took over from his father in 2023—successfully navigating a family transition while modernizing operations and scaling value.

Recognized as a Top 50 International ProAdvisor, Entrepreneur of the Year, and Best Accountant in multiple Ontario cities, Mike pairs deep industry knowledge with real-world leadership. His journey offers practical insight for owners looking to maximize business value, create a smooth succession plan, and build a company that thrives beyond them.

Moderator

Sarah Corley
Full Name
Sarah Corley
Job Title
CW Marketing Program Manager
Company
Intuit Canada
Bio

Sarah Corley is a passionate community builder dedicated to fostering connections, sharing knowledge, and fuelling the success of Canadian accounting professionals.

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