Join us for an update on the BRN program and discussion of best practices, shared by Alliance team and member leadership. We will also facilitate a 90-minute speed networking session. The Summit is designed for members of our BRN program, but all CPA firm members and BDO professionals in attendance are welcome to join.

This is an opportunity for all attendees to get together, immediately following our General Session. Our ever-popular Tradeshow event is legendary, offering access to over 100 member exhibitors and industry-leading vendors! Experience the energy of this conference and what the BDO Alliance USA has to offer by mingling with fellow members, sponsors, exhibitors, and BDO professionals.

Drink and food stations will be available throughout the room.

Roll out your mat (or hotel towel) and join us for a yoga class with Amy Vetter, CPA and RYT500, to stretch and energize your body and mind. The class will incorporate movement through yoga poses and breath work that is accessible to all levels. There is no better way to begin your day than taking time for yourself to get present, while cultivating the focus and energy you need before attending conference sessions and networking with your peers!

Completion of online waiver required at registration.

We will kick off the second day of our conference with a second General Session. We will also reveal the winners of our annual BDO Alliance awards!

Guest Speaker
Allan Koltin – Koltin Consulting Group
Being The Best Leader You Can Be – Things I Wish I Knew About Being a Great Leader Before I Was One

We will explore what makes great leaders and, more importantly, offer advice on how to continuously improve as a visionary leader. Allan will discuss professional and personal success characteristics of great CPA and advisory firm leaders and share real-life examples of leaders in action. He will also address firm structure and the decision-making that needs to be in place for leaders to thrive.

This session will offer a lively discussion of the current challenges and opportunities the construction industry faces in today’s economy, as well as technical updates you need to know. If your firm serves clients in the construction industry, this is a session you won’t want to miss.

This session will provide a discussion of a tech company’s life cycle, walking through the various stages of growth and highlighting how a firm’s services can be of benefit at key points in their journey. Attendees will learn what to look for, how and when to address hurdles, and how to identify key mistakes companies often overlook, hindering their ability to obtain funding or go public. It will also delve into the benefits of sell-side due diligence and how it can enhance a company's credibility and valuation. Gain valuable insights and strategies to navigate the challenges and maximize opportunities in the tech industry.

This session provides busy CPAs with an overview of recent changes in ethical standards and a review of common regulatory violations. Inclusion of the latest issuances and coverage of ethical violations ensure that the most important issues affecting practitioners will be discussed. Participants will have an opportunity to test their recall of common ethical requirements.

Lace up your shoes and join Tamera Loerzel and Samantha Mansfield of ConvergenceCoaching, LLC for a morning walk or run! Meet them in the hotel lobby at 5:55 am for a 6:00 am start time. The walk/run will be approximately 45-50 minutes or about 4 miles if you’re a runner; it will be an “out and back,” so you decide your own distance and pace. All are welcome for this fun opportunity to exercise and connect with other conference attendees. Be sure to bring your water and dress for the weather!

Completion of online waiver required at registration.

This session will explore the expanded offerings of BDO USA’s Automotive Dealership industry group, as well as current events and trends. It will offer an industry outlook for 2024 and beyond, additional industry hot topics, and how we can provide value to our clients and prospects.