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Firm Management

Webinar: Lies Accountants Tell Themselves

This webinar will look at common and not so common lies accountants tell themselves. You'll hear from industry experts with tips and techniques for improving your business and telling yourself the truth.

This webinar was held on Tuesday, August 8, 2023
Sponsor: Canopy
Duration: 1 Hour

This webinar will look at common and not so common lies accountants tell themselves. Whether it’s around work hours or running their business, what looks like an obvious truth – working more hours makes you more money – may be nothing but. You’ll hear from industry experts Ryan Lazanis, the founder of Future Firm, Dawn Brolin, The Designated Motivator, and Randy Crabtree, president of Tri-Merit. Each will bring tips and techniques for improving your business and telling yourself the truth.

Program level: Basic (no prerequisites required).
Field of Study: 
Business Management and Organization

Presented by

Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates over 9,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.

Randy Crabtree CPA, co-founder and partner of Tri-Merit Specialty Tax Professionals is a widely followed author, lecturer, and podcast host for the accounting profession.

Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). The Unique CPA also hosts monthly webinars and an annual conference for the accounting profession.

You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser, CPA Trendlines, Intuit Accountants and he is a regular presenter at conferences and training events hosted by national accounting associations, state CPA societies and other industry associations.

In 2021 Randy was listed as someone to watch on Accounting Today’s 100 most influential people in accounting list.

Randy serves on the Intuit Tax Council and is on the board of The Accounting Cornerstone Foundation. Prior to starting Tri-Merit, Randy was managing partner of a CPA firm in the greater Chicago area. He has more than 35 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.

Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

Dawn is also the President of the Accounting Cornerstone Foundation Inc where she and other industry leaders provide scholarships to accounting professionals to attend in person learning. Her passion to support others drove her to work with other leaders to create this amazing non-profit organization.

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor (, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, Isaac was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Canopy unlocks the firm you always wanted. AND WE DO THIS BY…Unclunking accounting firms with an end-to-end solution that makes your tech stack less…stack-y. Putting our customers first with world-class user experience, support, education, and innovation rooted in customer feedback. Working (and working well) anywhere for any size or type of firm—wherever you are now and wherever you’re going. Multiplying your efforts so your practice requires less proverbial midnight oil. Delighting your clients with a modern, easy-to-use portal that helps you get the info you need when you need it.

CPA Practice Advisor 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: For more information regarding administrative policies please contact Isaac O’Bannon at