Keynote: AI to Amplify the Human

Sponsored by Karbon

Twyla Verhelst of Karbon shows how leading firms hand routine work to AI so their people can spend more time on advisory. You'll also get a simple formula for deciding where AI belongs and where human expertise makes the difference.

The Practice Audit: Finding the Right Balance Between People and AI

Sponsored by Expensify

Pick one everyday workflow and sort each step into automatable, system-guided or human-essential. You'll finish with one workflow fully audited and a plan for what to automate first.

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How to Use AI to Go from Doer to Advisor

Sponsored by Kick

See how to build an AI agent that preps your client meetings, pulling key numbers and flagging changes before you walk in. You'll leave with ready-to-use prompts and a path for moving your team from doer to advisor.

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Workshop: How to Build a Profitable Advisory Model Around Your Ideal Clients

Sponsored by Spotlight Reporting

Get clear on why your firm offers advisory and who your ideal clients are. You'll build your ideal client profile and get an exclusive look at data from 1,200 accounting firms.

Panel: The Ledger Is Changing. Are You?

Sponsored by Count

Three practitioners and the CEO who built Count's ledger dig into how far to trust AI with client books. Hear when migrating platforms is worth it and how to train a team when the ledger no longer teaches the basics.

Cashflow Is the Advisory Product

Sponsored by Relay

You're already answering cash flow questions on client calls. This session shows you how to turn them into a paid advisory service and price it as its own tier.

Moving Change Forward in Your Firm

Sponsored by OnPay

Getting your team and clients to change with you is the hard part. Learn what drives people toward change and how real firms brought clients along without losing them.

Panel: The Global Team Playbook: Culture, Capacity, and Advisory-Ready Growth

Sponsored by TeamUp

Firm leaders who've built teams across time zones share their hiring models and what it takes to lead from a distance. They also unpack why offshoring fails and how to get it right.

Implementing a Foolproof Hiring Framework for Your Firm

Sponsored by Cloud Accountant Staffing

A simple three-step system for finding the right hire, down the hall or eight time zones away. You'll walk away with your own skills assessment, ready for your next candidate.

Workshop: Scale with Purpose: Unlock the Advisory Capacity You Already Have

Sponsored by Karbon

Measure your team's true capacity at every level so your senior people can move into advisory work. You'll work through a real firm's numbers and leave with a template to run on your own team.

Panel: From Filing to Advising: Tax's Next Chapter

Sponsored by TaxFigure

Tax practitioners share how they're using time saved by AI to build year-round advisory, and how to price faster work without undervaluing it. Plus, how to handle clients who arrive with advice from TikTok.

Workshop: Find Your Story: How Trusted Advisors Stand Out in an AI World

Sponsored by 3Motion Creative

Draw on the experiences that shaped your approach to advising and turn them into a story clients remember. You'll leave with a clear, confident way to explain what sets you and your firm apart.