Sessions for 2025 - Day One
Session 1:
9:00 am ET
Inside the AI-Enabled Firm: How Applied AI Accelerates Productivity and Growth
Field of study: Information Technology
Sponsor: Wolters Kluwer
Panelists: Cathy Rowe, TJ Lewis, Aaron Berson
Session 2:
10:00 am ET
Taming the Chaos: Smarter Ways to Manage Client Documents
Field of study: Business Management and Organization
Sponsor: SafeSend
Panelists: Andrew Hatfield, Garrett Wagner, Felecia Dixson
Session 3:
11:00 am ET
From Generalists to SALT-Savvy: How Small Firms Can Build Sales Tax Expertise that Wins Clients
Field of study: Taxes – State & Local Taxes
Sponsor: Avalara
Panelists: Vicky Basile, Mike Dillon, Diane Yetter
Session 4:
12:00 pm ET
It’s Time to Grow: Techniques for Successfully Scaling Your Accounting Firm
Field of study: Business Management and Organization
Sponsor: Karbon
Panelists: Ian Vacin, Jason Blumer, Aaron Berson
Session PSA:
1:00 pm ET
(15 minutes)
Support Your State CPA Society!
Speaker: Jodi Ann Ray
Session 5:
2:00 pm ET
Best Practices for Communicating with Your Clients
Field of study: Communications and Marketing
Sponsor: Canopy
Speakers: Patrick Nelson, Nancy McClelland, Al-Nesha Jones
Session 6:
3:00 pm ET
Also Qualifies for IRS CE Credit!
The One Big Beautiful Bill Act – Individual Tax Reforms
Field of study: Taxes
Sponsor: Value Insights
Panelists: Todd Gray, Nadia Rodriguez, Sean Duncan
Session 7:
4:00 pm ET
Staffing: Outsourcing, Offshoring, Remote, Temp, Hybrid
Field of study: Business Management and Organization
Panelists: Randy Crabtree, Michelle Voyer, Kenji Kuramoto
Sessions for 2025 - Day Two
Session 8:
9:00 am ET
Also Qualifies for IRS CE Credit!
Data Security: Is Hacking Real?
Field of study: Information Technology
Sponsor: Rightworks
Panelists: Roman Kepczyk, David Cieslak, Eric McMillan
Session 9:
10:00 am ET
Also Qualifies for IRS CE Credit!
AI and the Next Frontier of Tax Research: From Compliance to Competitive Advantage
Field of study: Taxes
Sponsor: CPA.COM
Panelists: Todd Cooper, Brian Davis, Ellen Choi
Session 10:
11:00 am ET
AI in Action: What it Can and Can’t Do for Your Firm
Field of study: Information Technology
Sponsor: Digits
Panelists: Rob Hamilton, Byron Patrick, Kacee Johnson
Session 11:
12:00 pm ET
From Ethics to Execution: Building AI-Ready Firms in the Age of Intelligent Assurance
Field of study: Ethics
Sponsor: Fieldguide
Panelists: Jin Chang, Kane Polakoff, Becky Livingston
Session 12:
2:00 pm ET
Also Qualifies for IRS CE Credit!
The One Big Beautiful Bill Act – Corporate Tax Reforms
Field of study: Taxes
Sponsor: ADP
Panelists: Michael Smith, Vaughan Long, Lynn Mucenski-Keck
Session 13:
3:00 pm ET
Bringing Entry Level Staff Up to Speed on CAS
Field of study: Business Management and Organization
Sponsor: Xero
Panelists: Justin Kurn, Christine Triantos, Kenji Kuromoto
Session 14:
4:00 pm ET
Also Qualifies for IRS CE Credit!
Stand Up for Your Clients: Tax Resolution and Communicating with the IRS
Field of study: Taxes
Panelists: Vaughan Long, Terry Lemons, Jim Buttonow
Thanks to Our 2025 Sponsors
