Sessions for 2026 - Day One
Our sessions for 2026 are still under construction, but you'll find them here soon. We appreciate all of your praise and feedback from 2025, which was our highest rated and best attended Ensuring Success to date - so you've set the bar very high!
Sessions from 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 from 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
