Tony Proctor, EA
Where Numbers Meet Inspiration
Charlotte, North Carolina, United States
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Tony Proctor is an Enrolled Agent and a firm owner with nearly two decades of experience, as well as a former IT manager with over 20 years, including a decade in parallel with his firm. He brings a practical, training-first lens to culture, leadership, and operations. Tony teaches tax law and small-business finance, delivering energetic, plain-language sessions with real-world takeaways. An alum of the Intuit Partner Council, he’s recognized for credibility, integrity, and professionalism. Off the clock, he’s spending time with his family, bowling a few strikes, or riding his sportbike.
Area of Expertise
Topics
The Human Side of Digital Transformation: Ensuring Employee Buy-In
Technology adoption is not just about implementation—it’s about people. This breakout session goes beyond the technical aspects of digital transformation to address the human side of change management. Attendees will discover how to engage their teams, tackle resistance, and create a supportive firm culture that embraces new technology. Through interactive exercises, real-world case studies, and role-playing scenarios, participants will develop actionable strategies to build employee trust, align digital initiatives with firm values, and empower team members to become champions of change. Attendees will leave equipped with a comprehensive communication framework, change management checklist, and tools to gain employee buy-in and ensure successful technology adoption.
Innovate Together: Unleashing Growth through Accounting Firm Collaboration
In this dynamic and insightful session, we will embark on a journey into the world of collaborative opportunities within the accounting industry. Join Tony Proctor, EA, and a couple of influential firm owners as we explore the power of collaboration. Discover strategies for forming strategic alliances that optimize resources, enhance efficiency, and open new avenues for growth. Dive into the art of building strong connections, learn how innovation thrives through collaboration, and navigate common challenges.
This interactive session equips attendees with actionable insights and practical strategies, whether they are exploring collaboration opportunities for the first time or seeking to enhance existing partnerships. Join us to boldly navigate collaboration's potential and chart a course toward growth, diversity, and innovation in the accounting profession.
Scaling New Heights®️ 2025 Sessionize Event
Scaling New Heights®️ 2024 Sessionize Event
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