This panel session will explore practical, real-world applications of AI currently being used across accounting firms. Panelists will discuss how AI is being applied to streamline workflows, automate routine tasks, enhance data analysis, and support client service and advisory work. The session will focus on actionable use cases, implementation considerations, and adoption challenges, providing participants with clear guidance on where AI can be used today and how to integrate it responsibly into firm operations.

Finding—and keeping—the right talent has become one of the biggest growth constraints for accounting firms. In this panel, firm leaders and HR executives share what’s actually working to attract top candidates, engage high performers, and retain talent in an increasingly competitive and evolving market. From modern recruiting strategies and career pathing to culture, flexibility, and workforce models, this session offers practical insights CPAs can apply to build resilient, people-first firms that scale.

As client expectations evolve, many CPA firms are expanding beyond compliance into advisory services. This session explores how firms can build and grow an advisory practice—from identifying the right services and clients to aligning talent, pricing, and processes. Learn practical steps to develop advisory offerings that drive deeper client relationships and sustainable firm growth.

Sustainable growth doesn’t happen by accident. This panel discussion will focus on how firms are intentionally aligning pricing models, client strategy, and operational execution to support profitable and scalable growth. Drawing on real firm examples, the discussion will explore how leaders evaluate service mix, standardize and streamline operations, and make disciplined decisions around talent and capacity. Participants will leave with a host of best practices they can use to assess their current growth approach and identify actionable next steps.

In this panel discussion, CPA firm leaders and experts examine how to build and sustain a tech-forward firm through disciplined technology selection, integration, and adoption across the organization. Panelists will share practical, real-world examples of how firms are modernizing core systems, improving operational workflows, and driving staff adoption to support efficiency, scalability, and advisory growth. Attendees will gain applied insights they can use to evaluate their own technology environment and make informed decisions that support long-term firm performance.