CPA Leadership Keynote Speaker
Improve Performance. 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 a breakdown in purpose.
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.
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:
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Culture keynote for CPA firms – Align values with behavior across leadership and staff. Book Betsy as your keynote speaker for auditors and finance teams.
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Culture audits for public/private firms – Spot and solve culture disconnects by team or location.
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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.
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
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Emerging leader development for senior associates – Build your pipeline of promotable talent
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Leadership & Culture Alignment Retreats - Get all leaders on the same page around performance, culture, and growth through CPA leadership coaching.
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.
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
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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.
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:
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High-Performance motivational keynote Speeches. Keynote speaker for accounting firms and CPA conferences.
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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.
THE 'DNA FOR SUCCESS' KEYNOTE SERIES!
DNA OF HIGH-ACHIEVERS
Think, Behave, and Execute Like the Top 1%.
Best Fit For:
•Motivational & Women's Events
•Building Confidence
•Breaking Barriers
•Accelerating Your Career
DNA OF RESILIENT LEADERS & TEAMS
Reset Your Mind, Restore Your Energy, and Rekindle Your Purpose.
Best Fit For:
•High-Energy Opening or Closing Keynote
•Reducing Stress & Burnout
•Developing Work-Life Balance
•Becoming More Resilient
DNA OF HIGHLY EFFECTIVE COMMUNICATORS
Decode Behavior, Defuse Tension, and Drive Better Results With People
Best Fit For:
•High-interaction & Audience Participation
•Improving Communication
•Driving Team Collaboration
•Dealing With Difficult People
"Betsy was the highest-rated speaker at our entire conference! We will definitely bring her back next year."
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
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.
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