You do more than accounting. We do more than payroll. ADP® offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help increase firm revenue, along with anytime access to authorized client data and complimentary practice tools with award-winning Accountant ConnectSM. Learn more at adp.com/accountant.

Cloud Accountant Staffing helps accounting firms hire proven offshore talent quickly. Our hiring portal and fast-moving process matches firms with vetted, full-time accountants in days, not months. We remove hiring friction so firms can scale with confidence, speed, and flexibility – without burnout, turnover, or traditional recruiting delays.

Live Oak will support you with customized financial products focused on your success. Our experts embrace a creative approach to solving problems and surpassing goals. We understand the nuances of your business model and will help you avoid costly mistakes. Let’s craft a loan solution that will help you thrive.

PracticeERP is a comprehensive CPA firm management software that streamlines daily operations, so you can focus on what matters most. Built on NetSuite, it combines CRM, client management, time and expense tracking, billing, and more in one platform. With advanced AI capabilities like automated reporting and intelligent forecasting, PracticeERP helps your team work smarter, not harder, by eliminating busy work and boosting efficiency.

Fieldguide is the leader in purpose-built, professional-grade agentic AI for audit and advisory. Built by and for practitioners, Fieldguide’s end-to-end platform powers the entire engagement lifecycle with AI agents that automate time-intensive workflows to empower practitioners to focus on judgment and client service. Top firms, including the Big 4, trust Fieldguide to scale their capacity, elevate client trust, and accelerate transformation.

Most accounting firms try to grow by adding more—more services, more technology, more people. Over time, growth feels less like momentum and more like complexity: inconsistent client experiences, burned-out leaders, and teams unclear on priorities. The firms that scale successfully take a different path.

They build a firm playbook.

In this session, based on the principles from The Simple Firm, Darren Root explores why a clearly defined firm playbook is the single biggest catalyst for sustainable growth, team alignment, and a consistent client experience.

This session is designed for firm leaders who want to grow intentionally without burning out themselves, their teams, or their clients. You’ll leave with a practical framework for beginning, or refining, your firm’s playbook and a new perspective on what it really takes to build a scalable, modern accounting firm.

Liz Scott is a visionary leader in accounting technology, an award-winning trainer, and a prolific writer. As founder of Liz Scott Training & Consulting, she creates engaging courses, articles, and resources that help firms harness technology, automation, and AI. Recognized as a Top Trainer by Insightful Accountant, Liz is also co-host of the “The Appy Hour” webinar series and author of practical guides that make innovation simple and actionable. Through her speaking, writing, and training, Liz empowers accountants to embrace change with confidence and drive lasting growth.

Dominic Piscopo, CPA, the founder of Big 4 Transparency and host of the Big 4 Transparency Podcast, is on a mission to bring salary transparency to the accounting profession. He created Big 4 Transparency just over 4 years ago, which has since amassed a crowd-sourced database of over 21,000 records and has become the place over 300,000 accounting professionals go for compensation data. Over the last few years, he’s been working directly with firms ranging from 10 person firms all the way to the Big 4, providing them with the most granular, timely and easy to use benchmarking solution on the accounting market.

The dataset that Big 4 Transparency has amassed can drive insights on what is happening in the accounting industry, and has been used in many analyses in the industry on a wide variety of topics from employee satisfaction trends to hours being worked by accounting professionals.

Megan Leesley is a seasoned CPA with a robust background in public accounting, currently serving as the Director of Tax at Dark Horse CPAs. With over a decade of experience in management and product management prior to beginning her career as a CPA over 10 years ago, Megan brings a unique blend of strategic insight and practical expertise to her role, offering a fresh perspective in the industry.

Megan is also an active member of various focus groups and councils, where she collaborates with other tax professionals and firm owners to shape the future of public accounting. She is a sought-after speaker at industry conferences, having presented on planning strategies for tax law changes, making the transition from compliance to advisory services, and various other topics designed to help practitioners see their value, embrace learning and growth, reduce burnout, and elevate their relationships with both clients and peers. She is committed to helping other professionals navigate the complexities of the industry and achieve their career goals.

Ronald J. Baker began his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Over time, he shifted his focus from accounting to rethinking how professional firms create and capture value. Today, he is the co-founder of THRESHOLD and co-host of The Soul of Enterprise: Business in the Transformation Economy, where he and Ed Kless explore the evolving landscape of business, economics, and professional knowledge firms.

Ron has written eight best-selling books, including The Firm of the Future, Pricing on Purpose, Measure What Matters to Customers, Mind Over Matter, Implementing Value Pricing, The Soul of Enterprise, and his latest, Time’s Up!: The Subscription Business Model for Professional Firms, co-authored with Paul Dunn. His work has challenged conventional wisdom and influenced how firms around the world think about value and pricing.

A sought-after speaker, he has presented to over 450,000 professionals worldwide, advocating for a shift away from cost-plus pricing to more effective, value-based models. His contributions to the profession have earned him a spot on Accounting Today’s Top 100 and Top 10 Most Influential People list multiple times, and induction into the CPA Practice Advisor Hall of Fame in 2018. He also serves as a faculty member of the Professional Pricing Society, helping organizations rethink their pricing strategies.

Ron resides in Petaluma, California, where, when he’s not writing, speaking, or podcasting, he enjoys a fine Sonoma County wine while contemplating the next economic era—The Transformation Economy—which he believes will redefine how businesses create and deliver value, a vision that inspired the founding of THRESHOLD.