Save the date for the 2022 Advisory Services (formerly known as Consulting Practice) Leaders Roundtable. Stay tuned for registration and agenda information. This year, PrimeGlobal advisory leaders and experts from across North America will gather at the conclusion of the Partner Leadership Conference to share updates, discuss best practices and address top issues. Not only is it an excellent source of information and ideas, the meeting is also an important introduction to fellow PrimeGlobal members, resources and referral opportunities. This event is packed full of small-group interaction and learning. Contact Heidi Brundage if you have suggestions for topic areas.

Registration information will be posted here as it becomes available.

In the meantime, please see past agendas below to better understand what to expect at this event.

If you are a PrimeGlobal member, you must be logged in to read more about this event and to register. If you have any questions, please contact Heidi Brundage or call +1 678-417-7730, ext. 306. If you are a visitor, please click here to find out more about our global events and contact Stacey Sanchez for more information.

Read more

Read less

Event at a Glance

Wed, June 22, 2022
5:00 PM - 9:00 PM UTC

4 CPE Credits

CPE Information:

There will be a registration fee to attend this Group Live (GL) event, which is recommended for 4 credits in the Business Management & Organization Field of Study. The program knowledge level is Intermediate. Prerequisites are accounting firm personnel with a minimum of 2-4 years’ of advisory or consulting service line leadership experience. No advance preparation is required.

Learning Objectives:

  • Share and listen to current challenges and case studies
  • Examine best practices and recommended solutions
  • Discuss and compare new opportunities

To register for this event, click the registration button at the top of this web page. In order to be awarded full credit hours for each session, attendees must be present and register arrival and departure times with PrimeGlobal attendance monitors.

For more information regarding complaint and/or cancellation policies, contact the PrimeGlobal staff person displayed on this web page.

CPE certificates will be sent via email after the event has occurred.

PrimeGlobal 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Heidi Brundage

Practice Community Lead & Senior Program Manager - North America


Heidi Brundage

Practice Community Lead & Senior Program Manager - North America


Phone: +1 678 417 7730, ext. 306

Heidi manages Special Interest Groups, NA roundtables and key conferences. She is in charge of sharing best practices globally to enhance Special Interest Groups impact for all global members and to identify international opportunities for sharing best practice. Heidi is a CPA and has served the profession for 20 years. Prior to joining PrimeGlobal, Heidi worked with small and medium-sized firms at the AICPA for 7 years and started her career with 2 global accounting firms as an auditor and Human Resources professional.

Contact Heidi Brundage for more information on this event. 

PrimeGlobal organizes a number of industry leading conferences every year. 

Find out more about our other events in the North American region HERE>

Find out more about PrimeGlobal events HERE>