Lisa Myers, CPA, CFE, MAFF, CGMA, is Managing Partner of Boyer & Ritter, a regional CPA and advisory firm headquartered in Camp Hill, Pennsylvania. She provides strategic direction for the firm and works closely with leaders across service lines to support sustainable growth, strengthen operations and position the firm for the future.

Lisa joined Boyer & Ritter in 1989 and has served in a range of leadership roles throughout her tenure. In 1997, she became the firm’s first female principal, a milestone that reflected both her technical leadership and her growing influence within the organization. She later served as Chief Operating Officer, where she helped advance operational efficiency, performance measurement and strategic investment before becoming Managing Partner in 2024.

As Managing Partner, Lisa leads the firm’s ongoing modernization efforts, including focused investments in technology, process improvement, operational discipline and talent development. Her leadership is rooted in a long-term view of how firms must adapt as client expectations, workforce needs and technology continue to evolve.

Earlier in her career, Lisa led Boyer & Ritter’s Public Sector Services practice for more than 15 years and developed significant experience in forensic accounting and investigations. That background continues to inform her practical approach to risk, governance, accountability and firm stewardship.

Lisa was named a 2025 AICPA & CIMA Global Women to Watch, Experienced Leaders nominee, recognizing her leadership, mentorship and contributions to the profession. She also has earned national recognition from Forbes for her work in public accounting and firm leadership.

Lisa’s leadership reflects a practical, data-informed approach to growth, with an emphasis on aligning strategy, operations, technology and talent around long-term firm performance.

Craig is Head of Product Strategy at Digits, where he’s helping to reimagine accounting in the age of AI. A seasoned industry leader, Craig was co-founder and founding CTO for online accounting and small business software, Xero. Started in New Zealand in 2006, Xero has become one of the world’s leading software-as-a-service companies. Craig is bringing that experience to building the next generation of accounting software in Digits.

At Xero, Craig played a key role in building the founding product team, shaping the company’s technology vision, and developing its core accounting platform. He later led the development of Xero’s next-generation financial services products, overseeing strategy and execution for solutions focused on accounts receivable and payable workflows.

Following his time at Xero, Craig served as Chief Product Officer at Versapay, where he helped mid-market businesses modernize their invoice-to-cash processes through AI-driven automation, B2B payments, and cash application.

Originally from New Zealand, Craig has lived in the U.S. since 2011 and currently resides in the greater Washington, D.C. area with his wife and two young sons.

Alan Pruitt, CPA is the Founder of The Therapist CPA who helps private practice owners increase profitability, reduce taxes, and gain clarity over their numbers without overwhelm.

With over 17 years of experience, Alan has advised hundreds of therapy practices, from solo clinicians to multi-provider group practices, helping them uncover hidden profit, fix cash flow issues, and implement financial systems that support sustainable growth.

His work is rooted in real-world experience. Alan has spent over a decade supporting his wife, an LPC-S and group practice owner, build the financial systems and strategies inside her practice that became the foundation for his firm’s approach today.

Alan is known for translating complex financial concepts into clear, practical guidance. Whether it’s understanding profit per clinician, optimizing entity structures, or building a proactive tax strategy, his focus is simple: help practice owners make confident financial decisions and keep more of what they earn.

Through his proven strategies Alan’s mission is simple: help therapists build practices that are not only impactful but financially strong, scalable, and aligned with the life they want to live.

Most group practice owners are profitable but don’t necessarily feel like it so he lives by the motto, the sooner you build a financially strong, sustainable practice, the longer you get to enjoy it, so I’m here to help you every step of the way.

As firms face increasing pressure to grow without adding proportional headcount, accounting professionals are rethinking how technology, automation, and AI can create capacity, expand advisory services, and strengthen client relationships.

 

In this session, ADP’s Heather Sperduto will be joined by Dawn Brolin, CPA, CFE, CEO of Powerful Accounting, Inc., to share how firms are using AI-enabled workflows, automation, and data-driven insights to move beyond compliance work and create more strategic client engagements. Through real-world examples, attendees will learn how technology can help firms increase efficiency, address workforce challenges, improve service delivery, and position themselves for sustainable growth.

Pruitt Prep needed to create capacity for growth without sacrificing client service or margins. In this case study, Pruitt Prep and Digits will share how the firm standardized workflows and used firm-specific AI to automate statement collection, categorization, and reconciliation. Hear how they managed implementation, migrated clients, and processed two years of activity across 24 accounts in just a few hours—while reducing client follow-up.

As firms expand their Client Accounting and Advisory Services (CAAS) offerings, protecting client data becomes just as critical as delivering strategic advice. In this case study, Sassetti LLC shares how it built and scaled its CAAS practice while embedding security into every stage of the client experience. Supported by Rightworks, the firm implemented practical safeguards that strengthened operations without creating friction for staff or clients.

 

Attendees will learn how Sassetti LLC integrated security into everyday workflows through technologies such as multifactor authentication and device management, enabling the team to focus on client relationships instead of reactive risk management. The session will also demonstrate how firms don’t have to choose between growth and cybersecurity—and how a 50-person firm can deliver enterprise-grade protection that inspires client confidence while supporting long-term advisory growth.

As Managing Partner, Jessica provides strategic direction to the firm, oversees daily operations and employee development, and works with clients across various service lines. Her goal is to purposefully guide operations and employees to fulfill the firm’s objective of “Achieving exceptional results by engaging and empowering our people, our clients and our community.” She began her career at Sassetti in 2004 after graduating from college and worked her way up to partner. Today, she is the managing partner of the firm. She has worked in all areas of the firm but is currently focused on closely held businesses and not-for-profit organizations, providing compliance and advisory services on a range of issues that impact them. She also works closely with the Client Accounting and Advisory Services group, which provides accounting, CFO and technology solutions to a broad range of clients.

Mason leads Rightworks’ product strategy and execution to accelerate innovation and strengthen the company’s position as the leading intelligent cloud solutions provider for accounting professionals. He builds and scales high-performing product organizations that deliver customer-centric solutions, drive platform adoption and expansion, and advance the company’s long-term growth strategy in close partnership with engineering, customer success, sales, and marketing.

Prior to Rightworks, Mason served as General Manager, Small Business at CrashPlan, where he led the product vision and executed a multi-year strategy to simplify pricing, optimize product packaging, and position the company more competitively in the market. At Code42, he transformed a legacy software business into a SaaS operating model, while driving record ARR growth through new product expansion and cloud adoption. Mason has also held senior product leadership roles at Imation and Seagate Technology.

An exclusive dive into Accounting Today’s Blueprint for Growth research—an in-depth survey of firm leaders, including many of the profession’s Fastest-Growing Firms. This keynote will unpack the strategies, operating models, and decision frameworks that consistently separate high-performing firms from the rest of the market.

Drawing on proprietary data across service mix, client strategy, technology adoption, talent management, and firm operations, this session will highlight the key patterns driving sustained growth—and where firms are falling behind. Attendees will gain a clear, data-backed view of what it takes to scale efficiently in today’s evolving landscape.

More than just insights, this session will provide a practical roadmap for firm leaders looking to refine their growth strategy, prioritize investments, and align their organization around what actually drives performance.