Institute of Public Accountants, Case Study

From Small Firm Focus to Strategic Foresight

The Institute of Public Accountants invited Morris to deliver national conference keynotes that spoke directly to the realities of their members small firms, regional practitioners, and business advisors navigating a world of regulatory change, client disruption, and digital transformation. These weren’t theory-heavy sessions. They were practical provocations, grounded in what members could act on right now.

Morris reframed the pressures facing public accountants as signals, not threats. He addressed the rise of platform-based services, shifting trust dynamics, generational client behaviour, and the automation of routine advice. Most importantly, he focused on how members could stay indispensable not by competing with software, but by doubling down on wisdom, relationships, and local insight.

Shift: From reactive compliance to high-trust, high-relevance business partnership.

The result? A trusted voice for IPA members at the intersection of change and clarity, giving small firms the foresight to stay vital in a world moving faster than their traditional models ever anticipated.