Busy season debrief: Turning tax season lessons into sustainable success
CPE credit: 1 hour for CPAs
Tax season may be over, but its lessons are still fresh. In this session, Dawn Brolin, CEO of Powerful Accounting, Inc., guides accounting professionals through a structured review of the most recent tax season to identify what worked, what didn’t, and what must change before the next busy season.
Participants will learn how to evaluate workload patterns, client interactions, team capacity, and technology effectiveness through a post season lens. This session will help firms move from reactive survival mode to intentional planning. Attendees will gain practical frameworks to capture lessons learned, reset boundaries, mitigate burnout risk, and refine systems that support greater efficiency, profitability, and well being throughout the year.
Learning objectives:
- Assess tax season performance to identify patterns related to workload distribution, time management, and client demands.
- Analyze sources of stress, bottlenecks, and burnout experienced during busy season and determine their root causes.
- Evaluate the effectiveness of workflows, delegation strategies, and technology used during tax season.
- Apply a process to document lessons learned and prioritize improvements for the upcoming year.
- Develop an action plan to refine processes, reset client expectations, and strengthen team sustainability before the next tax season.
Level: Basic
Instructional method: Group internet-based
NASBA field of study: Business management & organization
Program prerequisites: None
Advance preparation: None
Note: CPE is only available for attending the live event, on-demand viewing is not eligible.
Speakers:
Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Heather Sperduto began her career at ADP, the global human resources and payroll company, as a district sales manager. With a career spanning two decades, Heather steadily progressed through the organization, moving from corporate sales trainer to corporate accountant services leading to her present position as vice president of Sales Operations for the ADP Accountant Channel. Heather has supported the nationwide design and execution of the ADP Accountant Program. Heather is also a Director on the Foundation of AFWA.
This website is powered by ON24 to organize webinars (including communications, registrations, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration, attendance, analytics, questions and survey responses with their clients.; ADP uses this information, in accordance with its Privacy Policy.
This ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings, you consent to ON24’s use of cookies in accordance with their Cookie Policy.
NASBA Approved. Sponsor # 103021.
Wolters Kluwer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
New York note: Wolters Kluwer is a registered Continuing Education sponsor with the New York State Board for Public Accountancy, State Education Department. (Sponsor #000085) | Texas note: We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. (Sponsor #000001). Please check with your State Board which has final authority on the approval of courses for CPE credit. The content presented during this webcast is for informational purposes only and should not be construed as legal or tax advice. ADP encourages you to consult with appropriate legal or tax professionals for circumstances related to your business.
ADP, the ADP logo and Always Designing for People are trademarks of ADP, Inc. All other marks belong to their respective owners. Copyright © 2026, Inc. ALL RIGHTS RESERVED.