Summit is a leading provider of secure cloud hosting, cybersecurity, and compliance solutions designed for accounting and business applications. For decades, organizations have trusted Summit to host applications like Sage and QuickBooks Desktop while delivering enterprise-grade security, expert 24/7 support, and reliable performance. Learn more at SummitHQ.com.

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.

Empire® SUITE is an integrated platform for accounting and professional services firms. Empire RESOURCE and AUTOMATED TAX SCHEDULING optimize staffing using availability, cost, and skills. CAS automates complex recurring work and deadlines. Best Match aligns engagements with the right staff, while Empire CONNECT strengthens client and professional engagement.

Finsmart Accounting is a leading offshore accounting and bookkeeping partner for US CPA firms, providing reliable, scalable, and technology-driven solutions from India. With 200+ professionals, Finsmart delivers bookkeeping, tax preparation, payroll, accounting, and dedicated staffing through its flexible Accounting Seat Model, helping CPA firms improve efficiency, capacity, and profitability.

Meridian by Pilot is the AI operating system for accounting firms, built to help every accountant on a team manage a $1M portfolio of clients. It combines an autonomous month-end close with an AI accountant engineered to handle complex bookkeeping and client support tasks including categorization, reconciliation, exception handling, financial statements and more.

Digits is the world’s first AI-native general ledger, with built-in intelligence delivering month-end close automation for accounting firms and finance teams. From 24/7 AI bookkeeping to agentic reconciliation, accrual schedules, quality review, analysis, and report generation, Digits saves accountants and business owners countless hours of tedium and frustration every month.

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.