Growth places new demands on internal operations—and many firms struggle to keep up. In this interactive roundtable, attendees will exchange insights on building the management, marketing, HR, technological and other operational infrastructure needed to scale effectively. Discuss when to build vs. buy, how to create accountability across leadership, and what it takes to support sustained, strategic growth.

This interactive roundtable brings CPAs and accounting leaders together for a candid, peer-to-peer discussion on today’s most pressing technology and AI challenges. Guided by a facilitator, participants will share what’s working—and what isn’t—across tech stacks, AI tools, automation, data management, and adoption strategies. Attendees will actively exchange ideas and perspectives on how to leverage technology and AI to better support their firms, their teams, and their clients.

This interactive roundtable brings accounting leaders together for a candid, peer-to-peer discussion on building a successful CAS practice, and taking it to the next level. Guided by a facilitator, participants will share what’s working—and what isn’t—across service design, pricing and packaging, technology enablement, staffing models, and client delivery. Attendees will exchange practical insights and real-world experiences on how to launch, grow, and scale a CAS practice that drives profitability, strengthens client relationships, and supports long-term firm growth.

This interactive roundtable brings CPAs and accounting leaders together for a candid, peer-to-peer discussion on today’s most pressing staffing and operations challenges. Guided by a facilitator, participants will share what’s working—and what isn’t—across hiring strategies, workforce models, capacity planning, and operational efficiency. Attendees will actively exchange ideas and perspectives on how to better support their firms, their teams, and their clients.