Director of Education & Media
Woodard
Heather Satterley is Director of Education and Media at Woodard, a company committed to empowering accounting professionals. Her career path, strongly rooted in public accounting, has been steered by a deep-seated passion for technology and a calling to help others. A critical part of her work involves designing and automating business processes using advanced technologies, supporting businesses in their journey towards streamlined operations and improved efficiency.
Heather believes in the collective power of community and the transformative outcomes achieved through united efforts. This belief is woven into the fabric of her leadership style and informs her work at every level.
Alongside her role at Woodard, Heather co-hosts The Appy Hour with Liz and Heather, a webinar series designed to clarify the often complex world of technology and apps within the accounting profession. This platform allows Heather to extend her influence, disseminating valuable knowledge and insights that enhance the professional skills of those in her field.
Her contribution to the accounting community extends to the co-creation and production of Appy Hour Camp, a retreat designed to foster relationships and encourage collaboration between accounting professional educators and software developers.
In our closing session, four well-known industry experts tackle the most pressing issues facing today’s firms—from keeping pace with technology and refining the right service mix, to optimizing client portfolios, attracting and retaining talent, and making the transition to advisory services. The discussion will also explore critical growth decisions, including how firms should think about capitalization and whether private equity is the right path forward.
This interactive session encourages direct engagement through live Q&A, with candid, unscripted perspectives from the panel. Come prepared with tough questions and expect thoughtful, real-world answers to close out the conference.
Design an AI-first accounting firm using a clear, month-by-month roadmap. This session walks through how to prioritize high-impact use cases, evaluate tools responsibly, establish practical guardrails, and deploy durable automations that actually stick. We’ll also cover leadership conversation starters, core policy considerations, prompt fundamentals, training options, and a curated resource wall of trusted guides and tech stack ideas.
You’ll leave with a practical 12-month implementation plan, defined success metrics, and several quick wins you can activate immediately in Month One.