Each year, accounting professionals from across the country gather at Scaling New Heights, a premier conference tailored for the client accounting services (CAS) industry. While its sessions are renowned for delivering insights on technology, compliance, and advisory practices, much of the conference’s enduring value lies in what happens beyond the breakout rooms. This year’s event is happening June 22 - 25, 2025, in Orlando, Florida.

A showcase like no other

With over 140 vendors, Scaling New Heights hosts the largest technology showcase in the accounting profession. The exhibit hall provides an unparalleled opportunity to connect directly with solution providers and product innovators. Attendees can explore a wide array of tools designed to streamline operations, improve service delivery, and enhance client experiences.

These vendors represent not just software and systems, but holistic solutions for accounting professionals. From workflow automation to analytics dashboards and cybersecurity tools, the technology on display is curated to meet the evolving needs of firms of all sizes.

For those who choose the "Scaling New Heights Plus" registration package, the experience is elevated further. Benefits include a guided walking tour of the exhibit hall, access to an exclusive VIP lounge, and recordings of 80% of the breakout and main stage sessions—ensuring that even the busiest professionals don't miss a beat.

Peer meetups: A forum for shared growth

Scaling New Heights fosters deep peer engagement through topic-specific meetups—collaborative discussions organized around focused topics such as tax, CAS, FP&A, outsourced CFO services, and more. These open-format discussions allow professionals to exchange ideas, tackle challenges, and discover new strategies with peers who understand the unique dynamics of their niche.

Grouped by both industry (e.g., legal, hospitality) and practice focus (e.g., automation, practice management, educational development), these peer meetups are more than networking—they are incubators of innovation. The discussions are facilitated to encourage open dialogue, idea-sharing, and candid problem-solving, often sparking collaborations that extend far beyond the conference walls.

Participants often leave with practical tips and long-term connections that carry beyond the event. For solo practitioners or smaller firm owners, these discussions can provide insights and camaraderie that are difficult to find elsewhere.

Recharging with purpose

In a field defined by constant deadlines and change, Scaling New Heights offers a rare chance to pause and reflect. Stepping away from the demands of daily operations allows attendees to reset mentally and emotionally. Many professionals report returning with renewed energy, sharpened focus, and a clearer sense of purpose.

This reset isn’t accidental. The conference environment is intentionally curated to inspire—from keynotes and discussions to its collaborative spaces and welcoming atmosphere. The daily grind of client demands can often cloud strategic thinking, and Scaling New Heights offers the perfect environment to regain clarity and creative momentum.

Attendees often find that time spent away from their desks results in more impactful decisions and stronger leadership at home. In addition, informal conversations in hallways, lounges, and social events frequently provide unexpected insights or validation that attendees didn't know they needed.

A culture rooted in community

What truly sets Scaling New Heights apart is its community-centered culture. The event emphasizes collaboration over competition, encouraging attendees to support one another’s growth. This spirit of mutual uplift is evident not only in peer discussions and sessions but also during nightly social events hosted by sponsors.

These gatherings create relaxed settings for building relationships, reinforcing the sense of community that defines Scaling New Heights. Whether reconnecting with long-time colleagues or forming new alliances, these moments of connection are invaluable.

One highlight of this year’s conference is the Build-A-Bike® Charity Event, open to all attendees. This engaging activity allows participants to form teams of 4–6 and assemble bicycles for children in the Orlando community. Through instructor-led, team-building exercises, attendees will not only contribute to a meaningful cause but also foster deeper collaboration and connection with fellow professionals. It's a powerful way to kick off the conference experience with purpose and heart.

The supportive culture transforms a traditional conference into a welcoming environment where all professionals—from solo practitioners to firm leaders—feel seen and valued. It’s not just about professional development; it’s about belonging to a movement that champions excellence, service, and shared growth.

Comprehensive educational tracks

Scaling New Heights’ educational offerings reflect a broad and strategic vision of firm growth. Tracks include Ideal Brand/Practice, Ideal Client, Ideal Engagement, Ideal Process, Ideal Services, Ideal Team, Ideal Technology, and Succession and Exit. Each track helps attendees align their practices with future-ready frameworks that enhance sustainability and scalability.

The curriculum is designed to be actionable. Whether you're refining your pricing model, reimagining your onboarding process, or planning for succession, there is structured, peer-validated guidance available. This multi-track system ensures that each attendee can craft a personalized learning journey based on their unique firm goals.

A world-class venue

This year's conference will be held at the Orlando World Center Marriott, one of the largest and most luxurious resort and convention centers in the Southeast. With modern accommodations, top-tier amenities, and proximity to Orlando’s renowned attractions, the venue enhances the conference experience with comfort and convenience.

Attendees can take advantage of spacious meeting areas, scenic surroundings, and an array of on-site dining and leisure options, making it easy to balance professional development with personal rejuvenation. From early-morning walks to evening gatherings, the venue’s expansive grounds and elegant spaces create the perfect environment for reflection, connection, and focus.

More than a conference

While Scaling New Heights delivers top-tier education, its most lasting impact often comes from the connections, conversations, and clarity it fosters between the sessions. The relationships built, strategies shared, and moments of inspiration experienced all contribute to a transformative event.

For accounting professionals seeking more than just continuing education—those who want to expand their network, deepen their insight, and grow their practices—Scaling New Heights is more than a conference. It’s a catalyst.