Capacity constraints remain one of the biggest barriers to growth. This closing session will explore how firms are developing integrated workforce strategies that balance hiring, outsourcing, and automation. Learn how leading firms are leveraging AI, offshore talent, and smarter staffing models to increase capacity, improve efficiency, and support long-term scalability.
High-performing firms don’t grow by accident—they follow a deliberate, repeatable strategy. In this panel, firm leaders will break down how they define, operationalize, and execute on growth initiatives that scale. From setting a clear strategic direction to aligning leadership, resources, and accountability, learn how top firms are turning growth plans into measurable outcomes.
Technology is no longer just an enabler—it’s a core driver of growth. This panel will explore how firms are designing tech strategies that align with their long-term vision, support operational scale, and remain adaptable as needs evolve. From tech stack integration to ongoing optimization, hear how leading firms ensure their technology investments keep pace with growth.
Who better to tell firm leaders why it’s so hard to recruit and retain young people in accounting than the young professionals themselves? In this candid panel, early-career accountants share what they love—and hate—about the profession, what drew them to the accounting profession, and the best ways to catch and keep their interest.
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.