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.

Timothy Allen CPA & MST, principal of AWG Wine Advisors, has more than thirty years of winery finance experience, including five years with a Big 4 CPA firm, fourteen years working in operations and finance at wineries, and fifteen years leading AWG Wine Advisors, formerly Allen Wine Group. Timothy began his career at Deloitte in San Francisco in both audit and tax serving wine clients. From there he went on to become controller, CFO and president at wineries including Kendall-Jackson, Sonoma-Cutrer, Robert Mondavi, Rosenblum Cellars, and Kuleto Estate. In 2010 Timothy founded AWG Wine Advisors, a wine industry CPA firm.

Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships. With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection – all in one place. Ignition also connects with leading apps to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin, and more time winning and retaining clients.
To learn more about the Ignition platform, visit https://www.ignitionapp.com

Alana Smart, CPA, is a Senior Associate in Assurance Services with six years of experience in public accounting, primarily serving nonprofit organizations. She began her career in tax before transitioning to audit, giving her a well-rounded perspective on the profession and the clients she serves. In her role, she partners closely with engagement leaders on planning, testing, and client communication, while also mentoring and training staff and helping drive engagements forward efficiently.

Based in San Diego and working with Aprio’s West Coast practice, Alana is passionate about education, professional growth, and building meaningful relationships. She believes the future of accounting depends not only on technical excellence, but on firms creating environments where young professionals feel supported, challenged, and genuinely connected to their teams and clients.

Known for her strong organizational skills, analytical mindset, and natural ability to connect with people, Alana thrives at the intersection of structure and strategy. Her CliftonStrengths are Individualization, Woo, Analytical, Strategic, and Futuristic, which reflect her blend of curiosity, forward thinking, and people-centered leadership.

A graduate of California Polytechnic State University with a B.S. in Business Administration (Accounting), Alana has been recognized as Aprio’s Employee of the Month and remains deeply committed to continuous learning. Outside of work, she loves traveling, exploring different cultures, and meeting new people – a curiosity that mirrors how she approaches both her clients and the evolving accounting profession.