IRIS Software helps accounting firms run stronger, more connected practices by bringing together the systems that power operations, people, clients, and growth. From practice management and document management to payroll, IRIS supports firms navigating rising complexity, talent pressure, evolving client expectations, and the shift toward a more modern digital practice.

CPA Deal Desk is a specialized marketplace designed to bring structure, clarity, and confidentiality to accounting and advisory firm transitions. The platform connects firm owners, buyers, and investors while providing the tools and guidance needed to support acquisitions, sales, and long-term growth planning. From early-stage firm development to executed transactions, CPA Deal Desk helps firms move forward with greater alignment, control, and confidence.

KMK Ventures supports 300+ mid to large U.S. accounting and CPA firms with offshore tax, bookkeeping, payroll, and accounting support. Backed by 1200+ professionals, including 350+ CPAs, EAs, and CAs, we help firms manage workload, improve turnaround times, and extend team capacity through flexible seasonal and long-term support models. Reach us at info@kmkventures.com or 941-877-2835 — we’re here to assist!

Courtney Spanjers Dewey is a partnership leader with nearly thirty years of experience in business to business sales and partnerships.  She has been a leader in the Human Capital Management Industry for over a decade and has a passion for supporting Accountants as they grow, scale and build their dreams. In spite of accolades in sales, leadership, and volunteerism, she doesn’t take herself too seriously and adds fun to whatever she does.

Joe Blossom is the Senior Director of Product at Justworks, where he leads the International product suite, including the Employer of Record (EOR) and Contractor services. Joe’s team builds the tools that help small businesses scale globally without the burden of local entities—an expansion he accelerated by leading the integration of Justworks’ second acquisition, Via, into Justworks’ core platform. Throughout his tenure, Joe has been a driving force in product strategy, also overseeing the integration of Time Tracking (formerly Boomr) to better serve the needs of businesses with hourly employees.

Prior to leading product at Justworks, Joe served as the Senior Product Manager of Payments at Etsy. There, he enabled buyers to pay, and sellers to get paid, in the way that was easiest for them, regardless of a payment’s geographical origin or destination.

Joe holds a Bachelor’s of Science Degree in both Economics and Computer Science from Michigan State University. He lives in Maplewood, NJ, with his wife, daughter, son, and dog.

Magnetic is an agentic AI tax preparer that completes entire 1040 returns end-to-end. Firms foward all of the messy documents received from taxpayers, Magnetic reasons across complex inputs, prepares the whole return directly in existing tax software, and backs every output with human review, 100% completeness, and a material-accuracy guarantee.

alliant has serves businesses as their growth partner, helping leaders navigate the people, process, and technology challenges that define modern business. We provide strategy, expertise, and applied intelligence to solve complex enterprise problems. Our work drives enduring growth and innovation, strengthening the economy and expanding possibilities for businesses across America.

Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States, we are growing a people-focused public accounting firm with a strong culture, talented professionals and great clients.

Pete Wesch joined Smith Marion & Co. in 2006 and currently serves as a Shareholder and Tax Principal, as well as the firm’s Innovator on the leadership committee. An Enrolled Agent since 1994, he brings more than 30 years of experience in tax preparation, accounting, and consulting. Over his tenure with the firm, he has worked as both an auditor and a tax preparer, while also playing a key role in shaping the firm’s technology strategy.

Pete has consistently led innovation within the firm, helping to identify, adopt, and integrate new solutions that enhance efficiency, improve client service, and keep the firm at the forefront of industry advancements. His leadership of the firm’s tech committee and his long-standing involvement with CalCPA Technology Committee reflect his commitment to forward-thinking practices and continuous improvement.

His professional focus includes fiduciary, corporate, and complex partnership returns, along with management and business consulting. He works with a diverse range of clients, including non-profits, housing authorities, and for-profit businesses. Known for building strong, trusted relationships, Pete is passionate about educating clients and peers, sharing his depth of knowledge in a way that is both practical and approachable.