CPA Leadership Keynote Speaker

Retain Top Talent. Reduce Burnout. Build a Culture CPAs and Auditors Want to Stay In.

Betsy Allen-Manning is a nationally recognized CPA leadership keynote speaker and workplace culture strategist. She helps accounting firms, tax departments, and audit teams build a Destination Workplace™, where people don't just work—they stay, grow, and lead.

Challenges CPA & Tax Leaders Are Facing Today.

The accounting profession is at a tipping point. You’re not just filing returns; you’re fighting burnout, turnover, and culture breakdown.

Betsy Allen-Manning is a nationally recognized CPA leadership keynote speaker and culture consultant for accounting and tax firms. Backed by data from the National Workplace Trends Study, she equips leaders with practical tools to reduce burnout, improve engagement, and build cultures that retain top talent. Betsy has spoken for top CPA associations and firms across the country, including: Intuit, The Institute for Internal Auditors, and Tax Assessors & Collectors Association.

Burnout is Breaking the Back Office

Long hours, tight deadlines, and seasonal surges are driving stress through the roof. If firms don’t address well-being and workload, your best staff won’t stick around.

Mass Exodus of Accountants

42% of employees are actively job hunting. Accountants want more than pay; they want growth, balance, and purpose. When those are missing, turnover becomes your most expensive line item.

Silence, Stress & Disconnected Teams

Communication gaps across audit, tax, admin, and partners create toxic silos. When people stop talking, productivity and trust break down.

Leaders Without People Skills

Technical expertise does not = leadership ability. Many partners and managers lack coaching, delegation, and communication training, so teams disengage or burn out.

Culture Changes by Department

In multi-office or hybrid firms, each location or team operates differently. Without leadership alignment and shared values, your culture becomes inconsistent, and retention suffers.

No Clear Path to Growth

If your high-potential employees don’t see a development plan, they’ll find one elsewhere. Lack of clarity = loss of loyalty. Growth plans are of high value today.

Even in precision-driven industries like accounting and tax, culture can quietly collapse behind the numbers.

If trust is the currency of leadership, too many firms are operating at an emotional deficit.

BOOK BETSY FOR YOUR CPA EVENT

How Betsy Helps You Fix Leadership, Align Culture & Retain Talent

Whether your challenge is to improve leadership accountability, increase retention, reduce burnout, or build cultural consistency, Betsy brings frameworks that build loyalty, increase engagement, and unify your people.

CULTURE:  Align Your Firm's Values With the Day-to-Day Experience

Problem: Many firms claim to have a “collaborative culture,” but in practice, it's competitive, disconnected, and partner-dominated. That gap drives turnover.


Solution: Betsy helps firms realign culture across partners, departments, and staff so that your values actually show up in how people are led, managed, and appreciated.


Deliverables:
Culture keynote for CPA firms – Align values with behavior across leadership and staff. Book Betsy as your keynote speaker for auditors and finance teams.

Culture audits for public/private firms – Spot and solve culture disconnects by team or location.
Executive Strategy Sessions / Culture consultant for CPA firms- Ensure values aren’t just posters, they’re practices, turn toxic cultures into Destination Workplaces, and get accounting firm retention strategies. Boost employee engagement for CPA firms.

  • VIEW THE KEYNOTE: Becoming a Destination Workplace™

    Ideal for: Managing Partners, HR Directors, Firm Administrators, and L&D Leaders


    •Discover what today’s accountants and support staff truly value in leadership, culture, and career development


    •Learn how to reduce costly turnover by improving the employee experience in 5 key areas of the Destination Workplace™ Framework


    •Use NWTS data to benchmark and improve your firm’s retention strategy and employer brand


     Becoming a Destination Workplace™ - How to Attract Top Talent, Drive Accountability, and Build a Culture People Never Want to Leave


    The war for talent isn’t coming, it’s here. And most companies are losing.


    In this data-backed program, leadership and culture strategist Betsy Allen-Manning walks executive teams through the Destination Workplace™ Framework—a proven roadmap to assess, align, and improve your employee experience so you can finally build a culture that attracts, engages, and retains top performers.


    You’ll learn why 70% of leaders believe they have a great culture, but only 28% of employees agree, and how to close that gap by building an employee experience that actually matches your leadership narrative. This program isn’t about theory. It’s about measurable transformation, designed for organizations ready to lead the culture change, instead of complaining about it.


    You'll walk away with Betsy's 6-part roadmap for building a Destination Workplace™.


    The Destination Workplace™ Roadmap:


    Assess the Gap: Diagnose your culture gaps before they cost you talent.


    Align the Message: Link your mission, vision, and values to your desired behaviors.


    •Elevate the Experience: Understand the 5 employee experiences that shape retention & loyalty.


    Execute With Accountability: Create accountability for culture, not just HR ownership.


    Measure Through Feedback: Create a feedback loop to ensure leaders stay aligned.


    Join the Movement: Retention is your new reputation. Let's make it official!


    Backed by research and real-world results, Betsy combines data, storytelling, and leadership experience to help you stop guessing and start creating a workplace that works.



    *CPA keynote speaker - Book Betsy Allen-Manning for leadership training for tax professionals / CPA leadership keynote speaker 

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LEADERSHIP: Build Managers People Trust, Not Just Comply With

Problem: Many accounting firms promote great technicians into leadership—but don’t train them to lead people. That creates trust gaps and drives disengagement.


Solution: Betsy trains CPAs and audit managers in the 6 core leadership skills needed to retain top talent, manage performance, and coach future-ready contributors.


Deliverables:
Leadership training for CPA managers – Develop the 6 power skills your leaders need (coaching, communication, delegation, time management, attracting talent, and behavior accountability).

CPA Leadership Keynote Speaker: Help leaders retain talent by supporting, not just supervising

Emerging leader development for senior associates – Build your pipeline of promotable talent

Leadership & Culture Alignment Retreats - Get all leaders on the same page around performance, culture, and growth through CPA leadership coaching.

  • VIEW THE KEYNOTE: The Destination Workplace Leader

    Ideal For: Managing Partners, Department Heads, and Emerging Leaders in Accounting & Tax Firms


    •Build trust, respect, and stronger communication across audit, tax, and admin teams


    •Learn 6 essential leadership skills for managing under pressure in today’s accounting environment


    •Create alignment between your firm’s values, leadership behaviors, and team performance


    •Leadership training tailored for CPA firms, tax departments, and internal finance teams


    The Destination Workplace™ Leader -How to Build Trust, Model Culture, and Multiply Your Impact at Every Level 


    Paycheck leaders will only ever produce paycheck employees.


    The type of leader you are determines whether you will inspire ownership… or apathy. Whether you’re leading a team of 2 or a company of 2,000, one truth remains: the culture around you starts with the character within you. In this inspiring and highly interactive keynote, Betsy Allen-Manning equips current and emerging leaders with the mindset, behaviors, and leadership presence required to create a Destination Workplace™—where trust runs deep, growth is constant, and values actually mean something.


    Built around her 4-part Destination Workplace™ Leadership Framework, this keynote gives your leaders practical tools to elevate how they lead, how they show up, and how they multiply impact across your organization.


    The Destination Workplace™ Leadership Model:

    1. Build Character:  A leader's character is contagious. Learn how to model trust, respect & ownership.


    2. Develop Skills:  Discover the 6 Power Skills every modern leader needs for today's workforce.


    3. Model Culture:  Discover how to operationalize core values into consistent, modeled behavior.


    4. Multiply Your Impact: Learn how to build a pipeline of leaders, so the mission doesn't stop with you.


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WELL-BEING: Reduce Burnout Without Sacrificing Results

Problem: Burnout spikes every tax season, and your best people question whether it's worth staying.


Solution: Betsy delivers high-energy, hands-on workshops that help teams manage stress, own their time, and build resilience during high-pressure seasons.

💡 74% of employees say today’s workplace is more stressful than a decade ago.
💡 49% of Gen Z report burnout as a top reason for leaving.

Deliverables:
✔Reset & Recharge
Wellness Keynote - for CPA and accounting teams, and firm-wide staff days. Betsy is a burnout prevention speaker for accounting teams.

Reset & Recharge Wellness workshop & workplace wellness strategies- Help teams rebuild energy without losing production.

Well-being programs for remote or hybrid firms - Combat stress in the office and at home.
✔  
Wellness & Team-Building Retreats - Custom well-being activities with interactive brain games, wellness discussions and live implementation exercises.

  • VIEW THE WELLNESS KEYNOTE: Reset & Recharge

    Perfect for:  Accounting Firm Retreats, Department Meetings & Staff Development Days


    •Reduce burnout and increase resilience across tax, audit, and admin teams


    •Build stronger collaboration, communication, and cross-departmental trust


    •Interactive format with team-building, brainteasers, and workplace wellness strategies tailored for high-pressure accounting environments


    Reset & Recharge- The High-Energy Experience That Eliminates Stress, Negativity & Burnout Fast


    Fueled by energy. Interactive experience. Applicable results.


    This isn’t your typical sit-and-listen keynote. In this high-energy, unforgettable experience, Betsy Allen-Manning brings the fun and the facts to help you transform your mindset, recharge your motivation, and build resilience for whatever work (or life) throws your way. Designed for high-stress teams, burnt-out leaders, exhausted parents, or conferences that need an energizing boost. Backed by science, performance habits, and a whole lot of fun, this isn't just motivation...it's activation.


    The 'Reset & Recharge' Framework:

    Reduce stress and Negativity: Identify triggers that drain you, and get quick reset tools to recover.


    Build Better Habits: Upgrade your daily decisions to support energy, consistency, and boundaries.


    Eliminate Burnout: Own your agenda before it owns you. Discover time mastery tools that reduce overwhelm.


    Become Resilient: Learn how to show up strong, even during seasons of setbacks.


    Through games, brainteasers, dancing (yes—dancing!), and audience engagement, Betsy turns personal development into a full-on experience.


    ✔️ Laughter? Guaranteed.

    ✔️ Takeaways? Actionable.

    ✔️ Energy in the room? Through the roof.


    If your people need a reset, this is the keynote that delivers it, in the most fun, refreshing way possible.



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TEAM & BELONGING: Improve Communication Across Departments & Generations

Problem: Audit, tax, advisory, admin: they all operate in silos. That breeds miscommunication, blame, and team friction.


Solution: Betsy helps teams collaborate across work styles, reduce conflict, and foster psychological safety—even in deadline-driven environments.


Deliverables:

DISC team workshops for accounting teams – Improve communication across generations & work styles

Inter-department team-building sessions – Build collaboration and cohesion between tax, audit, and admin.
✔Conflict/resolution strategies - Address tension and misunderstandings before they erode trust. / Perfect for accounting team communication training.

Keynote speaker for auditors and finance teams - Energize your workforce and reconnect disconnected teams through shared values and goals.

  • VIEW THE WORKPLACE COMMUNICATION KEYNOTE: People Savvy

    Ideal for:  Accounting Firm Partners, Tax & Audit Teams, and Leadership


    People Savvy- Master Communication. Build Connection. Handle Anyone with Confidence.


    Did you know that 85% of your success in life and business has nothing to do with your technical skills and everything to do with how well you work with people?


    The problem? People are complicated. Different personalities. Conflicting communication styles. Awkward conversations. Missed signals. Misunderstandings. Sound familiar?


    In this highly interactive (and hilariously accurate) keynote, human behavior expert Betsy Allen-Manning teaches your audience how to become People Savvy™—the kind of person who can build instant rapport, defuse drama, and handle difficult people with confidence.


    In this presentation, Betsy reveals a powerful, research-backed framework that helps people read others quickly, communicate more clearly, and connect across every kind of personality. This experience will get you up out of your seat, laughing, learning, and walking away with the single most important skill for success in life and leadership: how to understand people. 


    You’ll Discover How To:

    Identify Personalities Quickly: Discover key signals so you can spot personality styles fast.


    Avoid Common Mistakes:  Prevent communication breakdowns before they happen.


    Lead and Influence people who aren't like you.


    Handle Difficult People without losing your cool.


    Build Strong Connections at work, home, and anywhere in between.


    Whether you're leading a team, raising a family, managing clients, or navigating conflict, this experience will change the way you show up in every conversation.



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GROWTH & PERFORMANCE: Build Career Paths People Actually Want to Stay For

Problem: Today’s accountants don’t want to “wait their turn” for 15 years. Without growth, they leave.


Solution: Betsy helps firms build transparent career paths, mentor programs, and coaching systems that help people see a future at your firm.


Deliverables:
High-Performance motivational keynote Speeches. Keynote speaker for accounting firms and CPA conferences.

Emerging leader programs for high-potential staff. Equip leaders to support employee development, not just performance reviews.
Upskilling & Performance Development Workshops - Boost retention, culture, performance, and sense of team through meaningful professional growth.

✔Mentor and career path programs for accounting staff.

  • VIEW THE KEYNOTE: DNA Of High-Achieving Teams

    Ideal for: All Staff, Teams, Motivational Events


    DNA of High Achievers- Develop the Mindset, Strategy, & Execution to Achieve Next-Level Success  


    Most people chase success...high-achievers engineer it.


    In this unforgettable and high-impact experience, Betsy Allen-Manning shares the breakthrough habits and performance strategies she’s learned from interviewing elite performers—from champion UFC fighters to 8-figure entrepreneurs to leaders breaking glass ceilings.


    You'll discover the COMMIT Method™—six strategic behaviors that separate those who get by… from those who stand out, level up, and go ALL IN. Whether you're chasing a promotion, your next high-level milestone, or your most courageous version of you, this keynote delivers the clarity, strategy, and execution plan to help you close the gap between where you are and who you're called to be. This program isn’t just about motivation—it’s about activation.


    The COMMIT Method™

    Clarify Goals: Define your purpose, priorities & plan.


    Obtain New Skills: The skills that got you to your current level won't get you to your next.


    Master Your Time: Own your agenda like your legacy depends on it.


    Make Success Habits: Your habits either contribute to or contaminate your life.


    Build a Strong Inner Circle: Your inner circle is either growing you or slowing you.


    Develop Tenacity: Life will always throw curveballs; you just need to learn how to hit them.



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What CPA Firms & Conferences Are Saying

“Betsy spoke to die-hard accountants and finance people, and her speech was incredible. She was spot on with the messaging they needed to hear, and inspired us to go beyond the numbers and be a true leader."

Krista - Casey Peterson

"People left differently than when they came in. They were motivated and up out of their seats, and they loved every minute of Betsy's presentation."

Kathleen - CICPAC

ABOUT BETSY


Founder & CEO of Award-Winning Leadership & Culture Firm, Destination Workplace™.

Featured on  FOX, ABC, NBC, CBS & TEDx, Betsy Allen-Manning is a nationally recognized CPA leadership keynote speaker, workplace strategist, and founder of Destination Workplace™. With a background in behavioral science and over 15,000 leaders and teams trained, Betsy delivers retention-focused leadership strategies that reduce turnover, build trust, and create consistency across departments, offices, and partner groups. She’s worked with respected service-based organizations—including The Institute for Internal Auditors, Intuit, and the Tax Assessors & Collectors Association—to help partners, HR leaders, and administrators develop managers, retain staff, and transform workplace culture into a strategic advantage.


Her signature Destination Workplace™ Framework was built from data gathered in her National Workplace Trends Study, and it's designed to solve the biggest retention and culture problems firms face today:


 ✅ High turnover post-busy season
✅ Inconsistent leadership across departments and offices
✅ Low engagement in hybrid or remote teams
✅ Culture breakdown during growth, acquisition, or leadership transition


Betsy’s programs blend practical tools, research-backed frameworks, and high-energy delivery that leave your team both inspired and equipped to build a workplace where people want to stay.


•Leadership strategies tailored for deadline-driven, high-stakes firms

•Firm-specific solutions to improve retention and staff loyalty

•Communication tools to reduce silos across tax, audit, and admin

•Practical ways to build trust, accountability, and team alignment

•Burnout prevention strategies for high-pressure accounting cycles


For CPA firms, internal audit teams, or accounting departments ready to strengthen leadership, reduce burnout, and build a culture of trust and retention, Betsy Allen-Manning is the partner to elevate your workforce—starting at the top.

BOOK A CALL WITH BETSY

BETSY IS ONE OF THE MOST RE-BOOKED CPA SPEAKERS IN DALLAS!

Watch Her High Energy & Interactive Keynotes To See Why!

"When we got the evals from our audience members we immediately booked Betsy to come back the next year!" -Jackie H.

Stop putting Band-Aids on a Broken Culture. Let's Diagnose, and Fix the Root Cause.

You can’t deliver audit accuracy, tax compliance, or strategic client service with a team that’s burned out, disengaged, and disconnected from leadership.

According to the National Workplace Trends Study:


• 49% of Gen Z professionals report high burnout.

• 42% of employees are already job hunting.

• 57% say distrust in leadership is why they quit.


When CPAs are overwhelmed, teams operate in silos, and managers lack leadership skills, turnover becomes inevitable—and culture decline follows close behind.


Using the Destination Workplace™ Framework, Betsy Allen-Manning helps accounting and tax firms:


 ✅ Improve staff retention post busy season
✅ Align partner groups and team leads
✅ Rebuild trust, morale, and team engagement
✅ Create a culture where people apply, engage, contribute, promote—and stay

Click on the PDF to Download the Study!

If you're serious about reducing turnover, improving leadership, and creating a firm where your best people want to stay, this is your call to action.


Betsy Allen-Manning helps CPA firms and internal accounting teams reduce burnout, develop trustworthy leaders, and create people-first cultures that become your competitive edge. Now it's your turn.


Let’s fix what’s broken. Let’s train your leaders. Let’s build your Destination Workplace™ together!


✅ Keynotes • ✅ Training • ✅ Team Retreats • ✅ Certification


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