Roundtable: Practice Excellence and Exchange Roundtables - PEERS

Live virtual idea exchange with guided discussion, breakout groups, and group sharing.

Topic of discussion: Burnout and Boundaries

Between client demands, seasonal pressure, and the constant pull of technology, burnout has become a quiet epidemic in the tax and accounting profession. This interactive roundtable invites practitioners to reflect on their own experiences, share boundary-setting strategies, and explore ways to recharge and reconnect with purpose. 

Participants will discuss how to recognize burnout in themselves and their teams, set healthy limits with clients and staff, and rediscover the parts of the profession that bring joy. Whether you’re leading a firm or navigating solo practice, this session offers practical insights and peer support for building a more sustainable career. 

🧩 Key Topics Include:

• Recognizing burnout: symptoms, warning signs, and team dynamics
• Boundaries with clients: availability, scope, and turnaround expectations
• Boundaries with staff: overtime, modeling healthy behavior, and team support
• Recharge strategies: time blocking, micro-breaks, and creative outlets
• Rediscovering joy: mentorship, purpose, and professional renewal