Speakers for Accounting & bookkeeping Audiences
Lynn Brannan and Leslie Liondas, CPA don't adapt generic leadership content for accounting audiences. they work inside the accounting world every day.
Every session is built from real experience with real firm owners, bookkeepers, and CPAs.
CPA & accounting associations
Accounting professionals reached
& in-person available

Operations & Leadership Speaker

Communication & Leadership Speaker
MEET THE SPEAKERS

Operations & Leadership Speaker
As a CPA herself, Leslie brings firsthand understanding of the pressures, culture, and challenges her audiences face every day. She started her career in retail management running departments and serving as assistant store manager for Albertsons and Hobby Lobby, before moving into a CPA firm environment and eventually building NexPath Coaching.
Today she actively works with CPA firm owners, bookkeepers, and accounting professionals across the country coaching them on pricing, systems, operations, and leadership. Her sessions are built from real implementation with hundreds of accounting professionals, not adapted from another industry. She is a Certified John Maxwell Speaker, Trainer and Coach with 35+ years of team leadership experience.
CPA · Maxwell Leadership Certified Speaker, Trainer & Coach · 35+ Years Team Leadership · Accounting Industry Insider

Communication & Leadership Speaker
Lynn spent 12 years inside a CPA firm including being instrumental in a major organizational transition giving her deep insight into the culture, communication challenges, and leadership dynamics of the accounting world. But her communication expertise goes further than that.
Her career spans some of the most high-pressure communication environments imaginable including, pipeline controller, code enforcement officer, apartment and building inspector, and supervisor of 200+ people during the US Census. She's shut down businesses. She's delivered unwelcome news to people who really didn't want to hear it. Every framework she teaches was forged where getting it wrong had real consequences. She is a Certified DISC Consultant, Certified Working Genius Facilitator, and Maxwell Leadership Certified.
Certified Maxwell DISC Consultant · Certified Working Genius Facilitator · Maxwell Leadership Certified · 12 Years CPA Firm Experience · High-Pressure Communication Expert
What makes us different
CPAs and accounting professionals have heard it all before. Our sessions skip the motivational fluff and deliver frameworks, tools, and insights that hold up under scrutiny.
Our sessions are designed to meet CPE requirements 50 minutes or more of qualified learning content. Your organization handles the certification and we deliver the substance your members need.
Every example, story, and framework comes from inside the accounting profession not adapted from another industry. Your members will recognize themselves immediately.
Experienced with both formats for state society conferences, association webinars, chapter meetings, and CPE events regionally and nationally.
Speaking formats
Annual & state conferences
High-impact sessions for state society conferences, annual meetings, and association events. Leaves your members with practical takeaways they can implement immediately back at their firm or organization.
Chapter & member events
Fast-paced, practical sessions perfect for chapter meetings, member development days, and leadership events. Engaging enough to hold a room full of CPAs without ever feeling dry.
Firm & organization training
Facilitated deep-dive sessions for accounting firms, finance teams, and organizations ready to strengthen communication, systems, and leadership in real time.
Association webinars & CPE events
Fully virtual sessions with the same energy and engagement as in person. Experienced with association webinar platforms and virtual CPE delivery nationwide.
Speaking topics
From Overwhelmed to In Control
Why High-Performing CPAs Stay Stuck — and the Systems That Break the Cycle
Leslie Liondas, CPA
Capable, driven CPAs carrying too much in their heads, becoming the default problem-solver, and feeling stretched thin despite their experience. This session uncovers the invisible habits and decision patterns that keep professionals in reactive mode — and delivers practical systems to break the cycle.
Attendees will leave able to
Understand why overwhelm is about habits and structure — not just workload
Recognize how being the go-to person limits capacity and impact
Build practical systems that reduce mental load and free up space for higher-level work
Delivered for: Massachusetts Society of CPAs · Houston Society of CPAs · Digital Bookkeeper Association · Available as: Keynote · Workshop · Virtual Webinar · Lunch & Learn
Pricing with Confidence
How Accounting Professionals Charge What They're Worth
Leslie Liondas, CPA
Many accounting professionals undercharge not because their work isn't valuable — but because they haven't learned how to articulate that value. As a CPA herself, Leslie understands this challenge from the inside. This session gives bookkeepers and CPAs the language and confidence to price their services based on value, not fear or comparison.
Attendees will leave able to
Communicate their value clearly and confidently to clients
Move from task-based pricing to value-based pricing conversations
Reduce pricing resistance and increase client buy-in
Delivered for: Digital Bookkeeper Association · Available as: Keynote · Workshop · Virtual Webinar · Lunch & Learn
Speak Their Language: The Maxwell DISC Method
The Secret to Effective Communication for Accounting Professionals
Lynn Brannan
You've mastered the numbers — now it's time to master the people side of the profession. In this interactive session, participants discover how to use the Maxwell DISC Model to better understand themselves and others, improve communication, and strengthen relationships at work and beyond. Especially effective for young professionals and new managers. Delivered by a Certified DISC Consultant.
Attendees will leave able to
Identify their primary DISC communication style and how it shapes their interactions
Adapt communication for more effective teamwork, collaboration, and client relationships
Navigate conflict and differing work styles in both public accounting and industry settings
Delivered for: Houston Society of CPAs · Available as: Keynote · Workshop · Virtual Webinar · Lunch & Learn
Friction-Free Communication for Accounting Firms
How Accounting Leaders Create Clarity, Trust, and Momentum
Lynn Brannan
Communication breakdowns inside accounting firms cost time, clients, and talent. Drawing from 12 years inside a CPA firm and a career built in high-stakes communication environments, Lynn helps accounting leaders understand why communication keeps breaking down — and gives them a simple, actionable framework to replace assumption with understanding across their firm, with clients, and with stakeholders.
Attendees will leave able to
Reduce miscommunication and improve clarity across the firm
Strengthen relationships with team members and clients
Lead with clarity instead of assumption — even under pressure
Available as: Keynote · Workshop · Virtual Webinar · Lunch & Learn
Many of our leadership and communication sessions have been successfully delivered to accounting and finance audiences — including CPA societies, bookkeeper associations, and accounting firm teams. Topics on teamwork, leadership development, and business operations can all be tailored specifically to the accounting profession. Reach out and let's talk about what would serve your members best.
Additional topics are available for accounting and finance audiences including sessions on capacity management, ClickUp implementation, and operational excellence. Every session can also be customized to your members' specific challenges and goals.
Trusted by
Gulf Coast SBDC
NATP
Digital Bookeeper Association
Texas Society of CPAs
City of Brenham HR Roundtable
Washington County Chamber of Commerce
Houston Society of CPAs
Massachusetts Society of CPAs
What event organizers say
★★★★★
"Lynn was an incredible speaker for our audience. What stood out most was how she broke down communication in a way that really clicked. The feedback afterward was overwhelmingly positive."
Jaime Rodriguez
CEO & Owner, Bookkeepers.com
★★★★★
"I HIGHLY recommend working with Leslie and her team. Every time she brings value and clarity to bookkeepers and accountants about their workflows and systems. Multiple clients have worked with her and the results have been amazing."
Cameron Montgomery
CEO & Owner
★★★★★
"Leslie delivered an incredibly impactful session for our members. She connects the dots in a way that helps firm owners see their situation differently and move forward with confidence. We'd absolutely welcome her back."
Jaime Rodriguez
CEO & Owner, Bookkeepers.com
Book Lynn or Leslie for your event
Whether you're planning a conference, association event, Lunch & Learn, or virtual webinar fill out the form and we'll be in touch within 1–2 business days.
Deeply specific to accounting and finance audiences
Virtual and in-person formats available
CPE credit sessions criteria met upon request
Sessions customized to your members' challenges
Speaking fees provided upon inquiry
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