Where insight meets connection
A Dallas community built for founders and family-owned businesses
Monthly Workshop Series
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Why we started this
There are more than 33 million small businesses in the United States.
Behind every one is a founder with a vision, working to build something that lasts.
Yet building a business can be one of the loneliest journeys.
It takes access to the right knowledge from trusted advisors and a network of people who understand the journey.
That's why we created the Romo CPA Workshops.
A place where business owners come together to exchange ideas, build meaningful relationships, and leave with practical insights that help move their businesses forward.
Learn
Connect
Grow
What makes these workshops different
Every event is built around three things
Practical insights from trusted professionals.
Each month, you’ll hear from professionals sharing strategies you can put into practice in your business.
Conversations with founders who get it.
Meet ambitious business owners, exchange ideas, and build relationships that extend beyond the evening.
Leave with momentum.
Walk away with fresh perspectives, new connections, and the confidence to take your next step.
Who it's for
- You’re building a business, not just running one
- You value relationships over transactions
- You enjoy learning from experts and fellow entrepreneurs
- You’re committed to growing your business intentionally
- You want to surround yourself with ambitious business owners
Why Attend?
✓ Practical business insights you can apply immediately
✓ Thoughtful conversations with ambitious founders
✓ Expert speakers across finance, legal, marketing, and leadership
✓ A welcoming environment for business owners at every stage
✓ Fresh topics every month
Thank you to our Sponsors!
What to expect
Register now
5:30 PM
5:35 PM
6:00 PM
6:10 PM
7:10 PM
Check-In
Light bites and refreshments
Welcome & sponsor intros
Featured presentation(s)
Closing, Q&A, and mingle
FAQs
Our workshops are designed for business owners, founders, entrepreneurs, and professionals who want practical business insights while connecting with other ambitious founders in the Dallas-Fort Worth community. Whether you’re just getting started or growing an established company, you’ll leave with ideas you can apply immediately.
No, our workshops are open to the public! Many attendees come to learn from industry experts, meet other local business owners, and discover practical strategies to help grow their business.
Each month features a different topic relevant to business owners. Past and upcoming workshops include S Corporation Masterclass, QuickBooks Essentials, Reading your Financial Statements, legal considerations, retirement and financial readiness, marketing, leadership, insurance, and other topics that help founderes build strong businesses.
Yes, our workshops are complimentary thanks to our guest speakers and sponsors. Registration is required for accurate food and drink count. Seating is limited.
Our workshops are hosted throughout the Dallas-Fort Worth area. The location for each event is listed on the registration page.
Absolutely! Every workshop is designed to encourage meaningful conversations before and after the presentation. We believe some of the best ideas come from talking with people who understand the journey of building a business.
Yes, you’re more than welcome to bring a business partner, colleague, or fellow founder. Just make sure each attendee registers so we can plan seating.
We host workshops throughout the year, typically on a monthly basis, with each session featuring a new and highly requested topic.
You don't have to build your business alone.
Join a room full of founders who believe growth happens through better ideas, meaningful conversations, and the willingness to keep learning.
Join Us
