Georgia Smith is a Lead Product Manager in Research & Advisory at Wolters Kluwer, where she has spent 17 years shaping tax and advisory solutions that help firms make better, faster decisions. She brings 30 years of experience as a practicing tax professional, blending real‑world firm insight with product strategy focused on scalable advisory services and the responsible use of AI. Georgia holds a Bachelor of Science in Accounting and grounds her work in the voice of the customer, with a focus on trusted, explainable AI and embedded guidance that helps firms uncover opportunities, manage risk, and deliver consistent, high‑value advisory services.

The accounting profession’s talent constraints are no longer just an operational challenge—they are a structural barrier to growth, succession planning, and long-term firm value. This interactive workshop is designed around an advisory framework that identifies what you should automate with AI, what you should offload to a managed service provider, and where you have opportunity to redeploy your high performers to more valuable work.

Our strategic framework workshop maps out how work gets done in your organization based on strategic importance versus complexity. This visibly and tangibly will make it clear how to restructure functions, departments, or even your entire organization to optimize growth and firm value.

Attendees will leave with a clearer understanding of how workforce strategy influences valuation, along with actionable insights they can adapt within their own firms.

Doug Dellinger is Vice President of M&A and Corporate Development at Prosperity Partners. He is responsible for accelerating growth by partnering with leading tax, accounting, and advisory firms nationwide.

He brings more than a decade of transaction experience, including investor roles at two private equity firms and M&A leadership positions at private equity-backed platforms in the healthcare and financial services industries.

Based in Prosperity’s Chicago office, Doug works closely with firm leaders across the country to build partnerships that enhance client service and create new opportunities for growth and team development. He graduated from Duke University and began his career in the consulting group of a Big Four firm.

Becker is a leading provider of CPA, CMA, EA, CIA, and Challenge Exam Review prep, plus continuing professional education. With expert instructors, high-quality content, innovative technology, and flexible learning options, Becker helps accounting, tax, and finance professionals achieve more at every career stage.
Accountants around the world count on Becker for the industry-leading tools and support they need to excel. And it all comes down to one thing: results. Results rooted in a tireless commitment to the success of our students. Crafting personalized learning experiences. Unleashing cutting-edge technologies. Relentlessly advocating for the industry as a whole. And simply doing whatever it takes. For all these reasons and more, more than 1 million CPA candidates have chosen Becker.

Allen Stahl is the Strategic Director of Technology at Thomson Reuters, where he has worked for 15 years in various roles. He specializes in partnering with large accounting firms to create custom technology solutions using APIs and automation tools.

With over a decade of experience working with top accounting firms, Allen bridges the gap between customer needs and product development. He has initiated several successful programs, including the Strategic Executive Exchange and the AI Coalition, which have significantly improved customer engagement and industry collaboration.

Allen’s contributions to the tax and accounting field led to his recognition as a “20 Under 40” Influencer by CPA Practice Advisor from 2023-2026.  In his current role, he continues to focus on large and strategic markets while incorporating more AI into automation strategies and exploring ways to leverage AI alongside Thomson Reuters’ Tax and accounting customers holistically.

Jim has been with TSS as a full service CPA for over two decades and serves as the firm’s Chief Executive Officer. He is responsible for providing accounting, tax, and consulting services to closely held companies, and not-for-profit organizations. He works extensively with automobile dealerships and related industry clients, manufacturing companies, independent school and other not-for-profit organizations, and more. He provides consulting on more complex issues including business succession strategies, buy/sell transactions, and estate planning. Jim is also responsible for the firm’s recruiting efforts. A graduate of the University of Vermont, Jim is the current treasurer of Zack’s Place – An Enrichment Center, a member of the advisory board for the Vermont Chapter of the Alzheimer’s Association, and former board Chair of Special Olympics Verm

Cora Vollmar is Senior Vice President of Growth at QX Accounting Services and U.S. Team Leader supporting the Earned engagement. She brings over 15 years of experience in finance, accounting, and professional services, including leadership roles at a leading global staffing firm. ​​

Cora leads U.S. go‑to‑market strategy, strategic partnerships, client satisfaction and client growth initiatives across accounting, tax, audit, and advisory services.​

She specializes in helping high‑growth firms scale profitably through governed offshore delivery models, technology‑enabled operations, and talent transformation aligned to long‑term growth objectives.

QX Accounting Services partners with leading CPA firms to drive growth through strategic outsourcing, offshoring, and automation. With 20+ years of experience, we deliver scalable tax, audit, and finance solutions, powered by technology and expert talent. Our focus: enhancing efficiency, accuracy, and enterprise value for CPA firms.
Website address: https://qxaccounting.com/

Duc is a member of DTA’s business services team that supports our business clients and owners with tax and accounting services. He has experience with complex business tax returns and individual tax returns. Duc is a recent graduate from University of Washington and is currently pursuing his EA credential.

In this moderated conversation, three leaders from Prosperity Partners will share how their firm built a powerful growth engine by focusing on a clearly defined client archetype: entrepreneurs approaching liquidity events who require high-level, strategic tax guidance. They’ll walk through how that early decision to specialize shaped their service model, go-to-market strategy, and long-term trajectory — ultimately fueling more than 20 years of strong organic growth and helping position the firm as a Top 100 player.