The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
Full show notes here

The Disruptors
With Liz Farr

Before they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS CPA Group, had both been helping accountants with challenges on an informal basis. “It felt kind of like disorganized, and we just needed one place,” Driscoll explains.

IN THIS EPISODE: The Collaboration Room | Brenda Cannon | Mike Sylvester | SchedulEase | Take Your Life Back Tax Pro Community | Tax Retreat |

After Brenda Cannon, co-founder of Cannon & Associates and founder of SchedulEase and the Take Your Life Back Tax Pro Community, connected them, they spent months testing ideas, questioning assumptions, and allowing the concept to grow organically before launching in the fall of 2024. “It doesn’t have to be perfect, and we’ll let it evolve and see what it becomes,” Driscoll says.

Driscoll and Sylvester “are completely different people from completely different planets,” Driscoll notes. She’s a Millennial. He’s a Boomer. She lives in Charlottesville, VA. He’s in Fort Wayne, IN. “Even to the extent of: I’m on Team Waffles, and he’s on Team Pancakes. We can’t even agree on breakfast.”

While she initially wondered whether the generational and other differences would be a problem, Driscoll has learned “that partnering with someone who is very different from you can be incredible, because the character flaws that I have, he doesn’t have.”

Their generational diversity also serves the larger purpose of modeling collaboration across age groups. “It’s so important for the younger generation and the older generation to be in a room together talking about accounting,” Driscoll explains.

The Disruptors _Ep 133

Rebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors