Richard Kopelman

CEO

Aprio

Richard Kopelman is the CEO of Aprio, a nationally recognized business advisory, tax and accounting firm. A driven and inspirational leader, Richard has contributed to the firm’s acceleration in the profession supporting the careers of 2,100 professionals who serve clients in all 50 states and more than 50 countries, speaking over 60 languages. During his tenure, Aprio has experienced significant growth, including 26 strategic mergers and acquisitions, and expanded its footprint to 26 U.S. offices and two international locations, driven by the firm’s people-first and client-focused culture. Since Richard assumed the CEO role in 2013, Aprio has consistently ranked as one of the fastest-growing accounting firms in the nation, driven by a strong commitment to innovation and a forward-thinking approach. He has fostered a culture that prioritizes both professional development and enhanced client service, earning Aprio a reputation as a destination for top talent in the industry. Richard's dedication to building a diverse and inclusive environment has been a cornerstone in shaping Aprio's success and contributed significantly to the profession.

Featured Sessions

Wednesday, May 21, 2025

11:30 am

Moving to Advisory

Advisory as a Disruptor: Navigating What’s Ahead for Modern Accounting Firms

Advisory services have become a critical differentiator for firms to stay relevant and competitive. Adopting an advisory-first model is reshaping client experiences, enhancing the value of client relationships, and driving growth. Richard will share Aprio’s journey – the operational shifts needed, lessons learned, and transformative impacts, plus actionable insights to leveraging technology, cybersecurity, and PE expertise to meet modern client demands and position firms for long-term success.

What you’ll learn:

Roadmap for Transition: Learn about the practical steps for evolving from a traditional accounting focus to an advisory-first model that increases client value and supports long-term growth.
Client-Centric Services: How to create and communicate a client-centered advisory approach that highlights technology, cybersecurity, and other emerging areas to meet modern client demands.
Advisory as a Talent Magnet: Insight into how an advisory focus can support firm recruiting and retention efforts by attracting top talent looking for innovation and growth opportunities.