Brian is the General Manager of Tax Workflow for the Thomson Reuters Tax, Audit & Accounting Professionals business.  He has been with Thomson Reuters for nearly 20 years, holding various leadership roles across Tax & Accounting businesses since 2010.  Brian is based in Dallas and is a graduate of the U.S. Air Force Academy with an MBA from MIT Sloan.

McGowan Program Administrators (MPA) is America’s leading writer of specialized insurance programs, available exclusively through MPA on “A” Rated, Admitted Paper in all 50 states. For more than six decades, we’ve been dedicated to program business, delivering products that help brokers stand out through competitive pricing and coverage.
Since 1998, McGowan Professional has been one of the nation’s largest writers of Accountants E&O, advising firms and tailoring policies to the unique needs of the accounting industry. Through our Private Equity Solutions, we’ve supported hundreds of PE/CPA transactions, partnering with top private equity groups worldwide to provide professional liability coverage designed for today’s complex M&A landscape.

Thomson Reuters empowers tax, accounting, and audit professionals with trusted content, workflow automation, and advanced AI. Our software helps firms stay confident in a changing world and deliver maximum client value. With industry-leading brands like UltraTax CS, GoSystem Tax RS, SurePrep, Cloud Audit Suite, CoCounsel, Practice Forward, and SafeSend, Thomson Reuters provides the intelligence, technology, and expertise needed to succeed.

Infinity Globus helps U.S. accounting firms scale with trusted remote staffing solutions. Our experienced offshore professionals support accounting, tax, and audit work while integrating seamlessly with your team. Firms gain reliable talent, greater capacity during peak seasons, and operational transparency to deliver consistent client service.

Basis is an AI platform for accounting firms, providing accountants with a team of AI agents that understand accounting, learn specific client needs, work independently, and take real actions. Accounting teams integrate Basis as part of their team, delegating core workflows and automating time-consuming, manual work. Learn more at www.getbasis.ai

For over 15 years, Makosi has been redefining what’s possible in the accounting and audit industry with cutting-edge, tech-powered workforce solutions. As the trusted partner to forward-thinking firms, they empower organizations to shatter limitations and embrace growth with their proprietary tech platform. Makosi isn’t just leading the way—it’s setting the standard. They bring together the largest global network of rigorously vetted Chartered Accountants, seamlessly integrating expertise with innovation. Their tech-enabled solutions ensure firms can scale with precision, reduce costs, and deliver unmatched quality, season after season. From short-term projects to long-term engagements, virtual or on-site, Makosi is the agile partner firms need to eliminate resourcing headaches, boost efficiency, and focus on creating value for their clients. Ready to lead the future? Reimagine your potential with Makosi.

At TruNorth Dynamics, we help businesses solve real problems using Dynamics 365 and the Power Platform. Custom build, fixed-fee setup, or ready-made – we’ll chart the right course. We learn how your team works, cut what’s slowing you down, and stick around for support, training, and the occasional dad joke.

Cosmin Nicolaescu is the CEO and Co-Founder of Accrual, an AI-powered accounting platform. Accrual automates complex workflows, centralizes client data, and helps firms scale high-quality tax and assurance work without adding operational burden. Previously, Cosmin was CTO at Brex, where he helped scale the company from 40 to over 1,000 employees and hundreds of millions in annual revenue. Prior to his leadership at Brex, Cosmin was an early engineer and manager at Stripe, building global payments infrastructure and launching Stripe Terminal. He began his career at Microsoft, working on early versions of Azure and Office 365.

As traditional CPA firms seek new revenue streams, expanded service offerings, and deeper ways to support their clients, CAS has emerged as a leading path for growth. This session will explore the key elements of building and scaling a niche CAS practice.