Unternehmer Forum Schweiz

What Unternehmer Forum Schweiz does

Unternehmer Forum Schweiz AG is a privately held Swiss corporation headquartered in Cham, Canton Zug, that has operated as a continuing education and professional networking provider since 1998, serving fiduciary (Treuhand), tax, and audit (Wirtschaftsprüfung) practitioners across Switzerland. The company's core offerings are scheduled seminars and conferences — most notably the annual two-day Davos Kongress Treuhand (CHF 1,880 standard / CHF 1,680 member) at AlpenGold Hotel Davos, the one-day Tagung Treuhand und Rechnungswesen (CHF 880 / CHF 780 member) at Lake Side Zürich, and topical half-day seminars such as the GwG-Teilrevision addressing Swiss anti-money laundering law revisions. Several events carry continuing education recognition from TREUHAND|SUISSE and EXPERTsuise, converting attendance into verifiable CPE hours required by Swiss professional bodies.

The business model combines three revenue streams: one-time event registration fees, an annual subscription membership called the Preferred Leaders Club (granting unrestricted access to practice-ready templates, checklists, expert materials, and partner discounts), and ancillary bundled services such as hotel and dinner reservations at event venues. Membership pricing is not publicly disclosed. The Preferred Leaders Club also functions as a content library and virtual networking platform, supplemented by regularly published expert articles (Fachbeiträge) on legislative changes, independence rules, MWST, and industry practice. Distribution is event-driven and primarily direct via the company website, with co-marketing through a 16+ partner ecosystem of Swiss Treuhand software vendors (Abacus, bexio, BMD, Dr. Tax, TaxWare, revio, reviPS, Hoop, Intus Data, Luota, Nextesy, Accounto, ARVEX, Aumico, Dorean, firm-it).

The organization is micro-scaled (1-10 employees), Switzerland-only in geographic scope, founder/owner-led (Roger Lüssi as legal representative; Andrea Mathis as Chairman of the Board), and operationally active with a published 2026 event calendar. There are no funding rounds, M&A activity, subsidiaries, AI/ML capabilities, mobile applications, or disclosed financials in the source material.

Name

Unternehmer Forum Schweiz

Legal name

Unternehmer Forum Schweiz AG

Website

https://unternehmerforum.ch

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Unternehmer Forum Schweiz AG is a privately held Swiss continuing education and networking provider founded in 1998, serving fiduciary, tax, and audit professionals across Switzerland through scheduled seminars, the annual Davos Kongress Treuhand, and the subscription-based Preferred Leaders Club.

Ownership category

akta.pro rank

Product category

Professional Continuing Education

NAICS

Convention and Trade Show Organizers (56192), Business Associations (81391)

SIC

Services-Membership Organizations (8600), Services-Educational Services (8200)

akta.pro primary industry

Academic & Education Conference Organizers (THAHACAE)

akta.pro secondary industry

Education, Research & Academic Congresses (THAHAJAD)

Keywords

• Professional continuing education
• Fiduciary training
• Tax advisory education
• Audit training
• Professional seminars

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Others

Revenue model

1. Event Registration Fees: Revenue is generated through paid attendance at seminars, conferences, and professional development events. Pricing varies by event type (full-day conferences vs. single-day seminars) and membership status, with member discounts offered.
2. Membership (Preferred Leaders Club): Annual membership program providing unrestricted access to high-quality materials, templates, checklists, specialist information, and partner offers in the fiduciary, tax, and auditing domains.
3. Supplementary Services (Hotel, Dining): Additional revenue through bundled offerings such as hotel accommodation bookings and dinner reservations at event venues.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Unternehmer Forum Schweiz AG organizes paid professional continuing education events (seminars, conferences, and an annual congress) for fiduciary, tax, and auditing professionals in Switzerland, complemented by the Preferred Leaders Club annual membership that grants unlimited access to high-quality templates, checklists, and specialist content. Events such as the Davos Kongress Treuhand (2-day congress), Tagung Treuhand und Rechnungswesen (1-day conference), and GwG-compliance seminars are formally recognized by TREUHAND|SUISSE and EXPERTsuise for continuing education hours.

Product overview

Unternehmer Forum Schweiz AG offers a unified continuing education platform focused on Treuhand (fiduciary/trust), Steuern (tax), and Wirtschaftsprüfung (auditing) professional development. The core offering consists of Veranstaltungen (events and seminars) including the annual Davos Kongress Treuhand, specialized conferences like Tagung Treuhand und Rechnungswesen, and GwG seminars. The Preferred Leaders Club membership provides unlimited access to expert materials, templates, and checklists for immediate use in professional practice. Expert articles (Fachbeiträge) covering current regulatory and practice topics complement the educational offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Veranstaltungen (Events and Seminars) Paid professional continuing education events covering fiduciary services (Treuhand), tax (Steuern), and auditing (Wirtschaftsprüfung), formally recognized by TREUHAND|SUISSE and EXPERTsuise. Includes the annual Davos Kongress Treuhand, the Tagung Treuhand und Rechnungswesen, and specialized GwG-compliance seminars targeted at Swiss fiduciary professionals.
• Preferred Leaders Club (Membership) Annual membership program providing unlimited access to high-quality event materials, templates, checklists, specialist information, partner offers, and networking platforms for professionals in fiduciary, tax, and auditing fields. Members also receive discounted pricing on paid events.

Quantifiable outcome

• TREUHAND|SUISSE and EXPERTsuise continuing education recognition for events (e.g., Davos Kongress: 2 days; Tagung Treuhand: 1 day / 8 hours; GwG seminar: recognized hours)

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered minor.

• Abacus Research AGminorGTM or Marketing PartnerListed as an event partner and event sponsor on the Unternehmer Forum Schweiz homepage and event pages. Abacus provides Treuhand/fiduciary management software and co-promotes events to its customer base.
• Accounto AGminorGTM or Marketing PartnerListed as an event partner on the homepage and event pages. Accounto is a Swiss accounting and fiduciary software provider.
• ARVEX GruppeminorGTM or Marketing PartnerListed as an event partner. ARVEX provides fiduciary-related software and services.
• Aumico GmbHminorGTM or Marketing PartnerListed as an event partner on the homepage and event pages.
• bexio AGminorGTM or Marketing PartnerListed as an event partner. bexio is a Swiss business software provider for SMEs and fiduciaries.
• BMD Schweiz (Business Management Data)minorGTM or Marketing PartnerListed as an event partner on the homepage and event pages. BMD provides fiduciary and accounting software.
• Dr. Tax (Ringler Informatik AG)minorGTM or Marketing PartnerListed as an event partner. Dr. Tax is a leading Swiss tax software provider.
• Hoop Corporate Services SAminorGTM or Marketing PartnerListed as an event partner on the homepage and event pages.
• Intus Data AGminorGTM or Marketing PartnerListed as an event partner. Intus Data provides Treuhand/fiduciary management software.
• Luota AGminorGTM or Marketing PartnerListed as an event partner on the homepage.
• Nextesy AGminorGTM or Marketing PartnerListed as an event partner. Nextesy provides accounting and fiduciary solutions.
• revio agminorGTM or Marketing PartnerListed as an event partner. revio provides audit software for ordinary and restricted audits and pension fund audits.
• reviPS (Truesoft AG)minorGTM or Marketing PartnerListed as an event partner. reviPS provides audit software solutions.
• TaxWare AGminorGTM or Marketing PartnerListed as an event partner. TaxWare provides tax software solutions in Switzerland.
• DoreanminorGTM or Marketing PartnerListed as an event partner on the homepage.
• firm-itminorGTM or Marketing PartnerListed as an event partner on the homepage.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• WEKA Business Media AG: Swiss-based professional information and media provider serving HR, finance, tax, and compliance audiences. Highly comparable as a domestic professional-content and event publisher targeting the same Swiss knowledge-worker base as UFS.
• TREUHAND|SUISSE: Swiss professional association for fiduciary practitioners that runs its own member training, events, and continuing-education programs. Direct overlap with UFS in audience, content (Treuhand), and continuing-education accreditation.
• EXPERTsuisse: Swiss umbrella organization for audit, tax, and fiduciary experts that issues continuing-education credentials and hosts professional events. Competitor and accreditation partner simultaneously — a direct peer in the same training ecosystem.
• NWB Verlag: German tax and accounting professional publisher offering journals, online services, and continuing-education events for Steuerberater. Closely comparable in the niche of tax/accounting professional continuing education and content subscriptions.
• IWW Institut für Wirtschaftsberatung: German continuing-education provider for tax, accounting, and legal professionals with seminars, online learning, and reference works. Direct functional peer in professional CPE/CPD for tax and accounting practitioners.
• Confare GmbH: Austria/Switzerland-based professional conference and CIO community organizer running premium business events. Comparable as a regional conference-first professional event business, though UFS operates in a more specialized vertical.
• WEKA Akademie: Continuing-education arm of WEKA offering seminars and certifications to Swiss professionals in HR, finance, and compliance. Closely comparable training model and overlapping domestic target audience.

Broad incumbents

• DATEV eG: Large German cooperative providing tax, accounting, and audit software plus an extensive training and certification program. Broad incumbent with overlapping audience (tax/accounting/audit professionals) and a comparable software-plus-education model, though at much larger scale and DACH-wide.
• Haufe Group: German professional media and corporate training company with deep offerings in tax, accounting, HR, and compliance. Comparable as a broad incumbent in professional continuing education and content publishing, though focused on the German market.
• Springer Fachmedien Wiesbaden (Springer Nature professional portfolio): Publisher of professional and academic content in tax, law, and business with conferences and training offerings in DACH. Broad incumbent adjacent to UFS in serving regulated professional audiences.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/sharer.php?u=https://unternehmerforum.ch/veranstaltungen/detail/davos-kongress-treuhand/26-1200
• LinkedInlinkedin.com/company/unternehmer-forum-schweiz-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Unternehmer Forum Schweiz