Karbon is the #1-ranked practice management platform for accounting firms. Improve visibility, efficiency, and connectivity across your entire firm by bringing your clients, systems, and data together in one place.

Truewind is a technology company based in San Francisco developing a digital staff accountant that never sleeps and never takes PTO. Completely predictable capacity planning. Powered by AI, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare.

We’re a team of tax specialists and technologists behind one solution for your accounting practice. We’re redefining how accounting practitioners manage tax and compliance by embedding AI agents directly into the tools, systems, and workflows where compliance occurs. We live and breathe sales tax and license compliance, helping accounting service providers confidently, efficiently, and profitably provide compliance services to their clients.

Zoho is a comprehensive suite of over 50 business applications designed to optimize operations across various domains, including sales, marketing, finance, and recruitment. Zoho is a global cloud software company known for its intelligent solutions and a strong commitment to technological innovation and customer success. Zoho provides robust, software solutions emphasizing affordability and usability, powered by continuous in-house R&D and a dedication to long-term sustainability

Passionate about improving the well-being of clients, their families and their communities, Choreo is an independent firm focused on redefining an investment advisor’s place in the wealth advisory industry. Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023). For more information, visit choreoadvisors.com.

CPACharge, an AffiniPay solution, is an online payment solution developed specifically for accounting firms, giving professionals a secure way to accept credit, debit and eCheck payments. CPACharge is the only payment solution offered as an AICPA Member Discount Partner and more than 40 state CPA societies recommend it.

Danielle Lee, managing editor of Accounting Today, previously served as technology editor of Accounting Today and editor-in-chief of AccountingTechnology.com. Prior to that, she held the role of senior editor. Before joining Arizent, she covered the emerging corporate responsibility movement for CRO (Corporate Responsibility Officer, now CR) magazine as executive editor and worked for a range of entertainment and lifestyle publications in Los Angeles, including industry trade magazine TelevisionWeek. She holds a bachelor’s degree in print journalism and a minor in cinema/television from the University of Southern California.

Alex is the co-founder and CEO at Truewind, a venture-backed technology startup building AI-powered Accounting. Trusted by 100+ fast growing businesses and accounting firms, including EisnerAmper and Frank Rimerman, Truewind raised $17 million from Thomson Reuters Ventures, Rho Capital, and Y Combinator.

Previously, Alex was a venture capital investor at Alliance Ventures and Schematic Ventures, where he invested in early stage startups and provided finance support to the portfolio companies. An engineer by trade, Alex was an engineer at Boeing where he helped design the 777X aircraft.

Alex received his MBA from Columbia University and BS in aerospace engineering from USC. He is an avid skier, loves basketball, reading, and the outdoors.

Denise LeDuc Froemming, President & CEO of CalCPA, leads a dynamic team serving over 40,000 members—California’s top CPAs, trusted advisors, students, and educators.

Her leadership centers on creating authentic, inclusive cultures that celebrate differences, foster honesty, and inspire excellence.

Before joining CalCPA, Denise was CEO of the International Institute of Real Estate Management (IREM) and held leadership roles in international healthcare organizations. She’s a Certified Association Executive (CAE), Certified Public Accountant, and holds an M.B.A. with an accounting focus.

Denise is deeply committed to mentoring young professionals and supporting their growth in the accounting and finance fields, helping to cultivate the next generation of dynamic leaders. Her favorite quote is – “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Maya Angelou