Jim Bourke

Jim Bourke

Managing Director - Advisory Services

Withum

Jim is a Partner, Member of the Board of Directors and Operations Committee at WithumSmith+Brown, in his current role he is Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.

Jim is also Global Advisory and Technology Leader for HLB International with his corporate office in London, UK. In this role Jim is responsible for helping and guiding over 300 HLB member firms around the globe in the areas of technology and expansion of advisory services.

In Jim’s role as Managing Director of Advisory Services, Jim heads-up the Firm’s Systems and Process Assurance Services - SOC, Cloud and ERP Solutions, Business Advisory, Outsourced Accounting, ESG, Cyber Risk and Incident Response, Data Analytics, SEC Readiness and Reporting, Information-Security, Transaction Advisory and Investment Banking Services.

He is Past President for the New Jersey Society of Certified Public Accountants and past Board and Council Member for the Association of International Certified Professional Accountants (AICPA).

Jim has recently been names by Forbes Magazine as one of the Top 200 CPAs in America, has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting profession and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.

Featured Sessions

Wednesday, May 20, 2026
9:00 am


Small and midsize CPA firms are under increasing pressure—from talent constraints and shrinking compliance margins to growing client demand for higher-value, strategic guidance. The firms that are scaling effectively are doing so by intentionally connecting three disciplines: AI-enabled operations, expanded and specialized CAS and advisory services, and a disciplined, client-centric service model.

In this keynote, Jim Bourke outlines how firm leaders can move from experimentation to execution. He will share how to identify and deploy safe, high-impact AI pilots that improve quality and throughput; how to strengthen and extend existing CAS practices by delivering new and expanded advisory services; and how to elevate client service in ways that deepen relationships and protect revenue.

Attendees will gain insight into how high-performing firms are using AI in day-to-day practice, why CAS continues to outpace overall firm growth when supported by clear strategy, niches, and dedicated teams, and how firms are successfully cross-selling advisory services and integrating multiple offerings to drive sustainable growth and stronger client outcomes.