Summit Session Recordings give you on-demand access to the strategies, ideas, and conversations that defined the 2026 conference.
Explore expert-led sessions covering AI, business development, marketing, data and analytics, leadership, firm growth, and more. Whether you're looking to sharpen your skills, stay ahead of emerging trends, or bring new ideas back to your firm, you'll find practical takeaways you can put into action right away.
With access to dozens of recorded sessions, you can learn at your own pace and revisit the content whenever you need it.
View the full list of recorded sessions below.
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |
| [Level Workshop - Business Development] Targeting & Landing Your Dream Clients |
| [Level Workshop - Business Development] Targeting & Landing Your Dream Clients Recording | ||
| About John Atkinson |
| [Level Workshop - Intermediate] Thrive then Soar: Build Your Career at a Firm You Love |
| [Level Workshop - Intermediate] Thrive then Soar: Build Your Career at a Firm You Love Recording | ||
| About Jennifer Hertzig | ||
| About Sean Smith | ||
| About Julie Tucek |
| [Level Workshop - Next Gen] The Business of Accounting: How Firms Operate, Grow, and Thrive |
| [Level Workshop - Next Gen] The Business of Accounting: How Firms Operate, Grow, and Thrive Recording | ||
| About Alex Drost | ||
| About Laura Metz |
| [Level Workshop - Senior/C-Suite] Elevating Marketing’s Impact from Cost Center to Growth Engine |
| [Level Workshop - Senior/C-Suite] Elevating Marketing’s Impact from Cost Center to Growth Engine Recording | ||
| About Allison Schlegelmilch |
| [Micro Learning Case Study] How to Build a Podcast That Turns Your Firm into a Content Machine |
| [Micro Learning Case Study] How to Build a Podcast That Turns Your Firm into a Content Machine Recording | ||
| About David Leary |
| [Micro Learning Case Study] Lessons From the Trenches: Blue & Co’s path to HubSpot |
| [Micro Learning Case Study] Lessons From the Trenches: Blue & Co’s path to HubSpot Recording | ||
| About Sam Crist | ||
| About Lissa Robinson |
| [Micro Learning Case Study] One Survey, Year‑Round Engagement: Practical Lessons from Meridian West and HLB |
| [Micro Learning Case Study] One Survey, Year‑Round Engagement: Practical Lessons from Meridian West and HLB Recording | ||
| About Alastair Beddow | ||
| About Lesley Hornung |
| [Micro Learning Case Study] Strategically Creating Content that Connects |
| [Micro Learning Case Study] Strategically Creating Content that Connects Recording | ||
| About Cassy Clayman | ||
| About Jamie Miller |
| [Micro Learning Case Study] The Evolving Importance of Relationships that Drive Growth |
| [Micro Learning Case Study] The Evolving Importance of Relationships that Drive Growth Recording | ||
| About Adam Klein | ||
| About Alice Lerman | ||
| About Lesley Cawley | ||
| About Felicia Mullison |
| [Micro Learning Case Study] You Already Have a Digital Asset Management Tool: Unlocking SharePoint's Hidden Power |
| [Micro Learning Case Study] You Already Have a Digital Asset Management Tool: Unlocking SharePoint's Hidden Power Recording | ||
| About James Hirchak |
| [Workshop] Account Planning: Breaking Silos and Building Strategy |
| [Workshop] Account Planning: Breaking Silos and Building Strategy Recording | ||
| About Kristen Petrel | ||
| About Tiffany Orth | ||
| About Lauren Price |
| [Workshop] Beyond Bandwidth: Creative Tools and Tactics for Solo Marketers and Small Teams |
| [Workshop] Beyond Bandwidth: Creative Tools and Tactics for Solo Marketers and Small Teams Recording | ||
| About Joanne Thorud | ||
| About Jaclyn Braga |
| [Workshop] Unlock Your HubSpot Potential |
| [Workshop] Unlock Your HubSpot Potential Recording | ||
| About Anna Clyburn |
| A Sorren Case Study in Navigating Rapid Change |
| A Sorren Case Study in Navigating Rapid Change Recording | ||
| About Tara Davis | ||
| About Julia Sugden |
| Agentic AI in Practice: Lessons Learned from James Moore Growth Experiment |
| Agentic AI in Practice: Lessons Learned from James Moore Growth Experiment Recording | ||
| About Stacy Dreher |
| AI Execution: Do More with Agentic AI |
| AI Execution: Do More with Agentic AI Recording | ||
| About Apoorv Dwivedi |
| AI Execution: Positioning Your Firm for AI-Driven Discovery |
| AI Execution: Positioning Your Firm for AI-Driven Discovery Recording | ||
| About Brian Swanson |
| AI for BD: Building Your Sales Wingman in Copilot |
| AI for BD: Building Your Sales Wingman in Copilot Recording | ||
| About Sam Coursey |
| AI Strategy: Content Strategy in the AI Era |
| AI Strategy: Content Strategy in the AI Era Recording | ||
| About Nathan Kamradt |
| Brand & Content Strategy: Are your Communications and PR Department Embracing the Future or Stuck in the Past? |
| Brand & Content Strategy: Are your Communications and PR Department Embracing the Future or Stuck in the Past? Recording | ||
| About Jennifer Richardson |
| Create Proposals that Spark Conversations, Connect with Clients, and Close (Bigger) Deals |
| Create Proposals that Spark Conversations, Connect with Clients, and Close (Bigger) Deals Recording | ||
| About Jennifer Faulkner |
| Data-Driven Made Easy: How to Build KPI Dashboards So Good They Eliminate Meetings |
| Data-Driven Made Easy: How to Build KPI Dashboards So Good They Eliminate Meetings Recording | ||
| About Jack Tompkins |
| Doing More with Less: Inside the Playbook of a 100+ Piece Content Case Study |
| Doing More with Less: Inside the Playbook of a 100+ Piece Content Case Study Recording | ||
| About Bethany Silvis |
| Driving Sponsorship ROI and Firmwide Buy-In |
| Driving Sponsorship ROI and Firmwide Buy-In Recording | ||
| About Bob Silvy |
| Empowering Future Firm Leaders Through Marketing & Business Development Training |
| Empowering Future Firm Leaders Through Marketing & Business Development Training Recording | ||
| About Amy Delaney |
| How Video-Driven Strategy Becomes Your Firm's Content Engine |
| How Video-Driven Strategy Becomes Your Firm's Content Engine Recording | ||
| About Cassy Clayman | ||
| About Sam Pagel |
| Leading Through Disruption: What Marketing Doesn't See (But Your COO Does) |
| Leading Through Disruption: What Marketing Doesn't See (But Your COO Does) Recording | ||
| About Travis Bradshaw | ||
| About Courtney Kiss |
| Managing Scope: The Art of Saying "No" |
| Managing Scope: The Art of Saying "No" Recording | ||
| About Jennifer Wilson |
| Marketing and Sales Compensation and Benefits Trends |
| Marketing and Sales Compensation and Benefits Trends Recording | ||
| About Christine Nelson | ||
| About Dawn Wagenaar |
| Pick Your Player: A Marketer’s Game-Based Guide to Content Format Mastery |
| Pick Your Player: A Marketer’s Game-Based Guide to Content Format Mastery Recording | ||
| About Charleigh Steelman |
| Redefining Marketing’s Seat at the Table: From Execution to Influence |
| Redefining Marketing’s Seat at the Table: From Execution to Influence Recording | ||
| About Jeremy Shen |
| The Art and Science of a Great Sales Conversation |
| The Art and Science of a Great Sales Conversation Recording | ||
| About Matthew Blank |
| The Big Pitch |
| The Big Pitch Recording | ||
| About Jennifer Wilson | ||
| About Jeff Antaya | ||
| About Tyler Roche | ||
| About Kaitlynn Dailey | ||
| About Marissa Anderson | ||
| About Margo Andersen | ||
| About Kristen Lewis | ||
| About Raissa Evans | ||
| About Staci Fors |
| The Expert Engagement Playbook: How to Guide Your Firm’s SMEs to Exceptional Visibility |
| The Expert Engagement Playbook: How to Guide Your Firm’s SMEs to Exceptional Visibility Recording | ||
| About Austin McNair |
| The Sales Doctrine: Building a Point of View That Aligns, Inspires, and Actually Works |
| The Sales Doctrine: Building a Point of View That Aligns, Inspires, and Actually Works Recording | ||
| About Angel Morgan |
| Turning Client Survey Data into Actionable Results |
| Turning Client Survey Data into Actionable Results Recording | ||
| About Ryen Salo | ||
| About Julia Germeyer |
| Unleash Your Firm's Growth Potential: Crafting a Winning Business Development Plan |
| Unleash Your Firm's Growth Potential: Crafting a Winning Business Development Plan Recording | ||
| About Neil Barrow |