This interactive roundtable brings accounting leaders together for a candid, peer-to-peer discussion on building a successful CAS practice, and taking it to the next level. Guided by a facilitator, participants will share what’s working—and what isn’t—across service design, pricing and packaging, technology enablement, staffing models, and client delivery. Attendees will exchange practical insights and real-world experiences on how to launch, grow, and scale a CAS practice that drives profitability, strengthens client relationships, and supports long-term firm growth.

This interactive roundtable brings CPAs and accounting leaders together for a candid, peer-to-peer discussion on today’s most pressing staffing and operations challenges. Guided by a facilitator, participants will share what’s working—and what isn’t—across hiring strategies, workforce models, capacity planning, and operational efficiency. Attendees will actively exchange ideas and perspectives on how to better support their firms, their teams, and their clients.

In this panel discussion, CPA firm leaders and experts examine how to build and sustain a tech-forward firm through disciplined technology selection, integration, and adoption across the organization. Panelists will share practical, real-world examples of how firms are modernizing core systems, improving operational workflows, and driving staff adoption to support efficiency, scalability, and advisory growth. Attendees will gain applied insights they can use to evaluate their own technology environment and make informed decisions that support long-term firm performance.

Tax and accounting professionals have more solutions available to them now than ever before. So why are so many firms still bogged down by cumbersome tools? The answer: Because not enough of those tools work together in a way that provides real, seamless automation. In this session, we’ll uncover how Thomson Reuters helped Friedman & Huey Associates streamline operations and unlock real automation. We will detail exactly what firms should look for in tax workflow solutions—red flags, green flags, and more—helping attendees to better identify tools that fit their firms’ needs.

• Sometimes, Less Is More: It may seem counterintuitive, but more tools don’t necessarily mean more efficiency. In fact, many tax and accounting firms are inefficient because of the larger number of software within their workflow.
• The Secret Sauce: Flashy, new offerings can be awfully enticing; after all, they do come with all those bells and whistles. But remember to keep the main thing the main thing, and that’s seamless integration. If a solution doesn’t work with what you’re using, it doesn’t matter how innovative it is.
• You Simply Can’t Skip Your Homework: Firms must strategically evaluate all tools—both those they’re considering and ones they’re already using. Grade solutions against your firm’s contemporary and expanding needs, not just against performance during the most recent tax season. Expanding your lookahead distance is critical to strategic planning.

Join us for an exclusive pre-conference meet-n-greet where you’ll have the opportunity to network with fellow attendees, distinguished speakers, esteemed editors, and members of the advisory committee. This intimate gathering by the Bay sets the stage for meaningful connections and collaborations, offering a chance to engage in insightful discussions, exchange ideas, and forge valuable relationships within your field.

Firm leaders from Accounting Today’s 2026 Fastest-Growing Firms go beyond revenue metrics to share how they built growth that lasts. This keynote panel explores how firm leaders evolved their strategies, differentiated their practices, navigated staffing and operational challenges, and adapted as they scaled—while maintaining strong cultures, client relationships, and long-term sustainability.