SOLD OUT
Pre-Conference: Sunday, May 4
11:00 am – 5:00 pm (PT)
Other
Emerging Leaders Roundtables
Private meeting, by invite only.
12:30 pm – 4:30 pm (PT)
Advisory
Thomson Reuters’ Advisory Bootcamp SOLD OUT!
Hosted by Thomson Reuters
This intensive, 4-hour session is designed to equip tax and accounting professionals with the knowledge, strategic guidance, and mindset needed to transform their practices into high-value advisory firms. It is designed for firm owners and partners looking to structure, grow and/or scale their advisory practice area. Through this comprehensive program, using examples from Thomson Reuters’ Practice Forward model, you will be introduced to the advisory methodology you can leverage immediately to redefine your business model. During the bootcamp, you'll learn from a panel of successful Alliance member advisory firm leaders, gaining inspiration and practical insights. You'll also discover how to differentiate between value-added advisory services and compliance work. From shifting your mindset, to implementing structured advisory services and standardized value pricing strategies, you will leave with a clear roadmap for enhancing your services, increasing your profitability, and delivering unparalleled value to your clients.

Bootcamp attendees are invited to a cocktail reception immediately following. Thanks to Thomson Reuters for sponsoring this reception!
1:30 pm – 4:30 pm (PT)
Other
Business Resource Network (BRN) Summit
Join the BRN Summit for an engaging experience designed to enhance community involvement in the Alliance. It will feature a dynamic panel discussion with BRN and CPA firms on best practices for community engagement, followed by speed networking sessions and roundtable discussions. The Summit is designed for BRNs and the BRN Champions within our CPA firms, but all CPA firm leaders and BDO professionals are welcome to attend. Connect with industry leaders, share insights, and discover innovative strategies to elevate your business relationships. Don't miss this opportunity to expand your network and gain valuable knowledge about the BRN program.

Summit attendees are invited to a cocktail reception immediately following. Thanks to Thomson Reuters for sponsoring this reception!
1:30 pm – 4:30 pm (PT)
Other
Firm Operations Roundtable
Private meeting, by invite only.
4:30 pm – 6:00 pm (PT)
Other
Women’s Leadership & Networking Event SOLD OUT!
Join fellow leaders for an exclusive networking and development event at EVOLVE. Building off the success of last year’s inaugural event, we are opening this year’s session to a larger audience. The goal is to support women in the profession, encouraging them to grow in their careers and learn from one another. Beginning with a half-hour of networking with other attendees over cocktails, we will then welcome Amy Vetter, CPA, CITP, CGMA and the CEO of The B3 Method Institute, to lead us in an interactive and thought-provoking group discussion. Space is limited to 150 participants, so please only register if you are confident you can attend. Come ready to share your experiences and meet new friends!

For those who want to continue the momentum, we will be organizing “No Host” dinners following the event. We may ask a volunteer from each dinner group to lead the discussion, camaraderie, and community that evening.
4:30 pm – 6:00 pm (PT)
OTHER
Networking Reception | Sunday Session Attendees
Attendees from any of our Sunday pre-conference sessions are welcome to join this networking reception, sponsored by Thomson Reuters.
Pre-Conference Group Meetings & Roundtables: Monday, May 5
9:00 am - 12:00 pm (PT)
Accounting & Auditing
Assurance Practice Forum
This gathering of A&A professionals from Alliance firms, including BDO Assurance principals, will allow for ample discussion of challenges, best practices and innovative ideas in leading efficient audit practices. Your fellow Alliance firms will drive the content and topics to be discussed and will help facilitate the meeting.
9:00 am - 12:00 pm (PT)
Tax
Tax Practice Leaders Forum
BDO Tax Leaders will provide an update on Tax operational matters including outsourcing, AI tax strategy and tax compliance processing. The balance of the session will be roundtable discussions with peer Alliance firms sharing information on these and similar topics.
9:00 am - 12:00 pm (PT)
CAS | Marketing
Go-To-Market Strategies for Your CAS Practice: Marketing and Positioning for Success
Join us for an interactive and insightful pre-conference session designed specifically to help your CAS practice grow. We will feature thought leaders who will delve into the critical aspects of internal and external marketing, client selection, and pricing and packaging strategies. The goal is for you to walk away with effective marketing techniques to enhance your visibility, basic criteria for qualifying clients that align with your practice, and insights into innovative pricing models that reflect the value of your services. True to our roundtable roots, participants will get the opportunity to share with their peers, allowing for the exchange of ideas and experiences. Whether you are looking to refine your current strategies or explore new approaches, this session will equip you with the knowledge and tools to drive success.

Ideal for partners, practice leaders and marketing professionals who are involved in the development and management of CAS practices.
9:00 am - 12:00 pm (PT)
People & Culture
Human Resources & Operations Roundtable
This gathering of Human Resources and Operations professionals in the CPA industry will offer an engaging and interactive session that explores the most pressing and relevant topics affecting our field today. In this collaborative setting, you'll have the opportunity to discuss current challenges, emerging trends and best practices for common issues faced by HR and operations professionals, like talent acquisition, employee retention and process optimization – all while building connections with Alliance peers, who understand the priorities and demands faced by fellow attendees in these roles. Whether you're looking to enhance your strategic approach, improve efficiency, or simply gain new perspectives, join this session to learn what knowledge and tools you need to succeed.
Plenary Events: Monday, May 5
10:00 AM (PT)
Other
BDO Counts Volunteer Event
Join us for a drop-in volunteer opportunity on Monday morning, where conference attendees can pack a small box, assembly-line style, to benefit the unhoused. This #MakeaDifferenceMonday activity is done in conjunction with BDO Counts, an employee-driven social impact program that gives back to various causes and community efforts. We’ll start at 10:00 am and be there until all kits are assembled!
2:00 pm – 4:30 pm (PT)
Other
Opening General Session
Join us for our opening session this year, featuring two enlightening and inspirational keynote speakers! In addition, Alliance Executive Director Michael Horwitz, BDO USA CEO Wayne Berson, and BDO Global CEO Pat Kramer will provide us with their commentary on updates about the Alliance Program and BDO in the U.S. and worldwide. Mark Koziel, President and CEO of the American Institute of CPAs, will also speak on trends in the accounting profession, including current legislation and their effect on the profession overall.

Keynote Speaker
Radhika Dirks – Human Implications of Generative AI
As generative Artificial Intelligence continues to develop at a breakneck pace, one question dominates the current conversation: what does this mean for us? Dr. Radhika Dirks, one of Forbes’ 30 Women in AI to Watch, gives us the answers we need to prepare for an AI future. She reveals the underlying currents of generative AI, providing a panoramic view of its applications and future potential. She shares the “three waves of generative AI” that are reshaping creativity, businesses, and our lives. “The reality is the entire technology stack of the world has changed. We need to transform with it,” Radhika says. She helps navigate the maze of AI's capabilities and pitfalls, addressing how to use AI responsibly and effectively in a rapidly changing world.
 
Keynote Speaker
Michael Brody-Waite – Addictive Leadership
Driven by his mission to transform lives and organizations, Michael Brody-Waite founded Addictive Leadership to share the principles that saved his life. A recovering addict turned acclaimed speaker, Inc. 500 entrepreneur, award-winning CEO and author, his transformative journey is at the heart of his TEDx Nashville talk, "Great Leaders Do What Drug Addicts Do," the most-viewed talk in TEDx Nashville's history with over 3 million views. He has empowered over 25,000 leaders—from global companies like Google and Dell to government agencies, nonprofits, startups, and small businesses—to achieve balance, reclaim energy, and unlock their full potential. Join Michael and take the first step toward transformative leadership, which creates a culture of growth, succession, and sustainability.
4:30 pm – 7:30 pm (PT)
Other
Networking and Tradeshow
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.
Day 2: Tuesday, May 6
6:00 am – 7:00 am (PT)
Other
Daybreak Zumba
Take the “work” out of workout by mixing low-intensity and high-intensity moves for an interval-style, calorie-burning dance fitness party, led by Nicole DeRosa, Director of Tax at SKC & Co. CPAs and Brand Ambassador at UWorld Accounting. Zumba uses international music and steps; no partner or previous dance experience is needed. Zumba is perfect for everybody and every body, so ditch the workout, join the party, and start your morning off on the right foot! Water, towels, and sneakers are strongly recommended.

Completion of the online waiver is required at registration.

8:00 am – 9:00 am (PT)
Other
General Session
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!
 
Keynote Speaker
Allan Koltin – Koltin Consulting Group
The “Secret Sauce” of America’s Most Successful Partners and Firms
 
 In his presentation, Allan Koltin will share four decades of consulting experience on what he deems to be the “Best of the Best” when it comes to common success characteristics of high performing partners and firms.
9:20 am – 10:20 am (PT)
Accounting & Auditing
Annual Yellow Book Update
BDO USA, P.C.
BDO’s technical leaders will cover recent updates made by the Government Accountability Office to Generally Accepted Government Auditing Standards (GAGAS), as well as best practices to ensuring compliance with GAGAS requirements.
9:20 am – 10:20 am (PT)
Accounting & Auditing
Revenue: Standalone Selling Price and Other Practice Issues
BDO USA, P.C.
This training provides a description of the guidance in ASC 606 regarding standalone selling price (SSP) and related key practice issues.
9:20 am – 10:20 am (PT)
Tax
High Net Worth Tax Strategies: Income, E&G and Trusts
BDO USA, P.C.
This session will focus on tax strategies for high-net-worth individuals including the impact of the 2024 election and sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025.
9:20 am – 10:20 am (PT)
Tax
State Tax Update: Income and Sales & Use
BDO USA, P.C.
This session will provide an update on changes and guidance from select states on both income tax and sales and use tax.
9:20 am – 10:20 am (PT)
CAS
A Tale of Two Firms: Navigating the Journey to FP&A Advisory Excellence
Dawn Brolin, and Chris Gallo, Creative Planning (CPA Firm)
This session offers a compelling look at two different journeys – one smaller firm recalibrating its services for greater impact, and one larger firm reshaping its approach at scale. With these case studies, you’ll gain valuable insights into the strategic steps needed to launch and grow an FP&A advisory practice through a proven framework. Discover how to optimize staffing, packaging, and pricing while homing in on your ideal client profile. Whether you’re just starting out or managing a larger operation, this session will equip you with practical tools to position your FP&A services for market success.
9:20 am – 10:20 am (PT)
CAS
Top Issues in CAS
Facilitated by Kathy Sautters, BDO Alliance USA with Alliance Panel – Sam Cates, JRBT; Travis Ouimet, Ennis Pellum & Associates; Floriana Allen, Wiss & Company; and Yarik Kim, MGO CPAs (CPA Members)
Client Advisory Services practices are in a constant state of evolution. There is an ongoing cycle of “explore, test, grow” and as the opportunities and successes expand, there are new horizons to explore. Join our panel of experienced practitioners as we discuss where the profession is today, and the hot issues and opportunities CAS practice leaders are buzzing about.
9:20 am – 10:20 am (PT)
Advisory
Transaction Advisory: Current Landscape and Latest Trends
Alliance Panel – Sean Beard, Creative Planning; Chris Tomas, Creative Planning; and Erik Olson, BerryDunn (CPA Members)
Join us for an engaging session where specialists from both sides of the M&A world—healthy and distressed—come together to provide a comprehensive overview of the current landscape. Transaction Advisory leaders will offer valuable insights into the dynamics of mergers and acquisitions, whether dealing with thriving companies or those in turnaround situations. We'll also dive into the latest trends in the Private Equity (PE) environment, exploring how these forces shape M&A activity. It will conclude with an open Q&A, giving attendees the opportunity to ask the tough questions and gain practical knowledge to apply in your own practice.
9:20 am – 10:20 am (PT)
MAP
What Does Your Client Experience Say About You?
Jenni Thulin, Thomson Reuters (BRN Firm)
In this session, we will delve into the art of crafting an exceptional client experience, exploring the key strategies and touchpoints that can transform standard service into a remarkable journey for your clients. It will share insights into the importance of the client experience and discuss how to build a client-centered roadmap within your organization.
9:20 am – 10:20 am (PT)
MAP
M&A Marketplace Update
Panel Discussion – facilitated by Allan Koltin, Koltin Consulting
The M&A marketplace is hotter than ever. In this session, Allan Koltin will provide an update on the current merger landscape, and you'll hear from several Alliance firms active in this area (both buyers and sellers).
9:20 am – 10:20 am (PT)
MAP
Remaining Independent in a Changing CPA Environment
Phil Whitman, Whitman Transition Advisors (BRN Firm)
Now that we have seen that private equity and investments by other strategic buyers have been made at firms of all sizes, how do you ensure that your firm is going to compete effectively with these new players? Learn how the new players view the world, the differences in their model vs. the traditional CPA firm model, and the actions you need to take to compete.
9:20 am – 10:20 am (PT)
People & Culture
The Human Side of Leading a Firm Through Transformation
Amy Vetter, The B3 Method Institute (BRN Firm) and Gary Thomson, Thomson Consulting (BRN Member)
Are you a leader responsible for guiding your firm through major changes like M&A, venture capital or staying independent by utilizing AI and automation or offshoring work to create a better workplace? This session will explore how to navigate the human complexities of firm transformation by embracing leadership skills such as authenticity, clarity, transparency, and resilience. Our presenters, both experienced CPA firm partners and current consultants, will share their insights on balancing professionalism with genuine leadership. Join to gain practical advice for a smoother and more effective transformation journey for you and your firm.
9:20 am – 10:20 am (PT)
People & Culture
The Outsourcing Paradox: Why More Isn’t Always Better
Greg Maslov and Maryke Zulch, SAPRO
In the race for efficiency, many organizations turn to workforce outsourcing as a solution, often believing that more outsourced resources equal better results. But is that always the case? Join this eye-opening session where we unravel the paradox of workforce outsourcing. Discover why increasing your outsourced workforce can sometimes lead to unexpected challenges, from diminished quality control and communication breakdowns to the complexities of managing larger external teams. We'll share real-world examples, key insights, and practical strategies to help you navigate this paradox and optimize your outsourcing strategy for true, sustainable success. Don’t miss out on the chance to rethink your approach and ensure that your outsourcing decisions genuinely add value.
9:20 am – 10:20 am (PT)
Marketing
BD in a Box: Empowering Growth at CPA Firms
Deb Andrews, Marketri (BRN Firm)
CPA firms face a significant challenge when it comes to organic growth. The industry-wide talent shortage is well documented, and those who do enter the profession often place business development (BD) low on their priority list. Yet firms need sustainable growth through client expansions, cross-referrals, and new business acquisition. While dedicated BD professionals can drive these initiatives, achieving double-digit growth requires firm-wide participation. This session delivers a step-by-step guide that makes business development accessible and efficient for your mid-level and senior managers—without compromising billable hours. It transforms business development from a daunting challenge into a structured, manageable process that integrates seamlessly with your firm's existing workflows.
9:20 am – 10:20 am (PT)
Digital
Think Like a Hacker: How to Protect You, Your Firm and Your Family
Roman Kepczyk, Rightworks (BRN Firm)
This is a security update that discusses the latest threats targeting firms and how AI is changing the game. Breach headlines highlight the myriad ways that hackers are compromising organizations and the reality that they will target any weakness, ALL the time! Attendees will be provided with a comprehensive listing of how to protect their firms, themselves, and their families from these threats as well as the solutions your firm should have in place right now.
10:40 am – 11:40 am (PT)
Accounting & Auditing
Annual GASB Update
BDO USA, P.C.
BDO’s governmental technical leaders will lead a discussion on the latest changes issued by the Governmental Accounting Standards Board (GASB) and the status of current projects being deliberated, including several recently issued GASB Statements.
10:40 am – 11:40 am (PT)
Accounting & Auditing
Practice Issues in Accounting for Complex Debt and Equity Instruments
BDO USA, P.C.
The purpose of this course is to discuss complex areas of debt and equity transactions that may require significant judgment. Through this course, we will discuss the freestanding instrument analysis, predominance considerations under ASC 480, substantial premiums for convertible debt, embedded derivative analysis for both debt and equity transactions including the bifurcation criteria, and issues that affect preferred stock, such as the host contract analysis, contrast the assessment of redemption and conversion features and the temporary equity guidance.
10:40 am – 11:40 am (PT)
Tax
Private Client Services Tax Update
BDO USA, P.C.
This session will focus on issues and challenges for BDO Alliance firm clients on estate and gift tax issues, select trusts used for income tax planning, and overall income tax planning, including the impact of the 2024 election on legislation and sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025.
10:40 am – 11:40 am (PT)
Tax
Partnership Tax: Case Law and Regulatory Update
BDO USA, P.C.
As the IRS continues to focus on partnership tax matters (including reporting and structuring), it is important to stay up to speed on legislative, regulatory and judicial changes. The presenters will focus on these items as well as practical examples of what they are seeing in practice.
10:40 am – 11:40 am (PT)
CAS
Moving from Write-Up to Advisory Services: Live “Breaking Beliefs” Podcast
Amy Vetter, The B3 Method Institute (BRN Firm)
Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. When you have an advisory mindset, you understand both the operational and financial aspects of your clients’ business and can create strategic plans with them to achieve their goals. Join us for this LIVESTREAM interview with Breaking Beliefs host Amy and her guests who are expert advisors that have been where you are and have achieved thinking differently, going through the transformation process. Learn from their journey and participate by bringing your questions for this LIVE show!
10:40 am – 11:40 am (PT)
Advisory
Emerging Fraud Trends and Challenges to Internal Control
BDO USA, P.C.
Fraud continues to be a significant concern across industries, evolving in complexity as new technologies and business models emerge. This session will provide a broad overview of current fraud trends, highlighting common tactics and schemes that organizations face today. We will also examine the ongoing challenges to maintaining effective internal controls and explore strategies for safeguarding against these persistent risks. Attendees will leave with a deeper understanding of the fraud landscape and practical approaches to strengthening their organizations’ defenses.
10:40 am – 11:40 am (PT)
MAP
Pulse of Our Managing Partners – Larger Firms
Panel Discussion – facilitated by Michael Horwitz, BDO Alliance USA
Whether you are a managing partner, partner or aspiring partner, you'll benefit from hearing the perspectives of a panel of managing partners representing your peer CPA Alliance firms. We will discuss the results of an April 2025 survey related to MAP topics and hear from our panelists. This year's Pulse session will continue to be interactive, and we will look for audience participation related to a variety of topics, including growth, capacity, succession planning, M&A and partner compensation.
10:40 am – 11:40 am (PT)
MAP
Transactional CPA Firm vs. Relationship CPA Firm
Gary Shamis, Winding River Consulting (BRN Member)
This session, based on a recent article written in Accounting Today by the presenter, will look at the evolution from the Relationship/Trusted Advisor to Transactional CPA firm. It will look at the value proposition and discuss the medical concierge model and premium pricing that Relationship/Trusted Advisor firms should be charging.
10:40 am – 11:40 am (PT)
People & Culture
Maximizing Team Performance through Inclusive Practices
Sandra Wiley, Boomer Consulting (BRN Firm)
In today’s competitive landscape, accounting professionals are challenged to not only deliver technically accurate and insightful financial guidance but also to enhance team dynamics and performance. This session will explore how embracing inclusive practices can drive team effectiveness, foster innovation, and improve overall business outcomes. It will examine the role of Diversity, Equity, Inclusion, and Belonging (DEI&B) in creating environments where all team members feel valued and empowered to contribute their best work. Attendees will learn actionable strategies for building inclusive teams, including recognizing and overcoming unconscious biases, fostering open communication, and leveraging diverse perspectives to solve complex problems.
10:40 am – 11:40 am (PT)
People & Culture
Mastering Time and Priority Management for CPAs: Strategies for Keeping Balance
Amanda Garner, The Growth Partnership (BRN Member)
As a CPA, balancing client demands with the operational needs of your firm and your personal life can feel like a juggling act. With deadlines looming, compliance requirements to meet, and clients expecting timely advice, finding the time to focus on business development, strategic growth, and personal well-being can seem impossible. This session is designed to help CPAs master the art of time and priority management, providing practical strategies for efficiently managing your workload while staying on track with your business goals.
10:40 am – 11:40 am (PT)
Marketing
Five Levers to Drive Growth
Samantha Mansfield, ConvergenceCoaching (BRN Member)
Up until now, we’ve enjoyed a seemingly endless supply of client opportunities, so most firms haven’t had to focus on growth. Now firm leaders are looking to drive strategic growth to mitigate economic uncertainty, replace services and solutions that are no longer relevant, and create opportunities for talent. This session will help you to identify the five levers needed to drive your growth plan: define an approach to create a unified vision and strategy for your individual practice or your firm; identify the elements to promote a true marketing and business development culture; recall methods to position and price your services to maximize value, mitigate risk and increase cash flow; list required talent strategies to ensure capacity to deliver new client engagements when they close; and recite new measures that matter to drive more output and results. Leave with clear actions to achieve your firm’s growth goals.
10:40 am – 11:40 am (PT)
Digital
Fundamentals of Workflow Automation for Accountants
Heather Satterley, Woodard (BRN Firm)
As a leader in your firm, creating streamlined workflows is essential for boosting efficiency and allowing your team to focus on high-value tasks. This session will walk you through a high-level, three-step approach to workflow automation: discovery, design, and implementation. You’ll learn how to analyze your current processes to identify where automation can have the most impact, design effective workflows that complement your existing tech stack, and implement these solutions in a way that ensures smooth adoption and long-term success. You'll also be introduced to the power of no-code automation platforms like Zapier, Make, Power Automate and more, to further automate your workflows.
10:40 am – 11:40 am (PT)
Digital
Innovating New Ideas with AI to Quickly Meet Client Advisory Needs
Heather Sunderlin, Thomson Reuters (BRN Firm)
In this session, we will explore the integration of cutting-edge tools like ChatGPT and Checkpoint Edge Advisory Maps into the creation of client-facing deliverables. This session aims to empower participants with innovative approaches and practical methods to address advisory topics efficiently, ensuring they can meet client demands with agility and precision.
10:40 am – 11:40 am (PT)
Other
Top Issues Facing the Construction Industry
Facilitated by BDO USA P.C. with Alliance Panel – Michael Kapics, HBK; MaryEllen Prance, Williams Overman Pierce; Tyler Bigler, Sprowls CPA; Scott Black, Barrett & Co (CPA Members)
In this session, construction industry focused firm leaders share their perspectives on the top tax, audit and consulting issues facing the construction industry today. The panelists represent a diverse cross-section of firms that serve a variety of construction client types and sizes.
1:00 pm – 2:00 pm (PT)
Accounting & Auditing
Employee Benefit Plan Update
BDO USA, P.C.
This session will discuss developments in Employee Benefit Plans, including recent DOL activity, quality control findings, and recent standards setting activity.
1:00 pm – 2:00 pm (PT)
Accounting & Auditing
Hot & Emerging Topics to Engage in with Your Client Board Members
BDO USA, P.C.
As part of the critical structure of corporate governance, the board of directors (and those charged with governance) must continually monitor the dynamic risk and opportunity landscape that impact the organizations they serve. Learn what topics may be top of mind to directors and how to better engage with them on these issues, provide added value and deepen relationships with these key stakeholders. This course will leverage findings and ongoing-board engagement from BDO’s Center for Corporate Governance. Topics to be included: enterprise risk management, emerging technology, cyber risks, evolving regulatory impact on financial and governance disclosures, human capital management, and many more.
1:00 pm – 2:00 pm (PT)
Tax
International Tax: U.S. and Foreign Countries Update
BDO USA, P.C.
This session will provide an update on tax planning and challenges that the BDO International Tax teams work on with Alliance firms’ clients that are U.S. companies with foreign ownership or operations, with specific country updates most common to Alliance firm clients.
1:00 pm – 2:00 pm (PT)
Tax
Tax Credits Exploration: Federal and State Level
BDO USA, P.C.
As more business incentives and credits become available, it is important to know what is out there and how best to utilize and whether to use them.
1:00 pm – 2:00 pm (PT)
CAS | People & Culture
Training for Success in CAS
Alicia Katz Pollock, Royalwise (BRN Firm)
Providing CAS services includes hands-on involvement with your clients’ books. Since bookkeeping software education is not included in formal schooling, your staff and clients typically acquire these skills through on-the-job experience - meaning trial and error. In this session, our highest-rated speaker at last year’s CAS Summit will share benefits and strategies for incorporating successful training into your firm. Learning HOW to teach is as important as knowing WHAT to teach. By integrating training methods throughout your firm, you can reduce inefficiencies and enhance accuracy, simultaneously retaining talent and improving productivity.
1:00 pm – 2:00 pm (PT)
CAS | Advisory
Advisory Through Industry: A Panel Discussion on Adding Value
Facilitated by Natalie Kotlyar, BDO USA, P.C. with Alliance Panel – Glenn Dunlap, Peerview Data, Inc. (BRN Firm); Glen Weyenberg, SVA Certified Public Accountants (CPA Member); and Alice Lerman, Roth & Co. LLP (CPA Member)
Everyone wants to be an advisor, to go beyond the value of a compliance product and become indispensable to the client. There are several schools of thought on how to go about achieving that, but few have proven to be as impactful as industry specialization. Join BDO's National Managing Principal of Industry & Premier Programs as she shares how BDO is maximizing its industry lines and introduces us to an innovative panel of BDO Alliance members using industry knowledge to beat out the competition and drive results. From benchmarking to product delivery to organizational structure, this session will expand your idea of how you interact with your clients and position you to become more than just an accountant.
1:00 pm – 2:00 pm (PT)
Advisory
Amping Up with Advisory
Mark Burnette, LBMC (CPA Member)
More and more firms are turning to consulting and advisory services to contribute to their growth and to help them further solidify their position with clients as a trusted advisor. In this session, Mark will share key considerations for Advisory Services practices, insights from LBMC's experience in building Advisory Services, and perspectives on leveraging Advisory Services as a growth engine for your firm.
1:00 pm – 2:00 pm (PT)
MAP
Pulse of Our Managing Partners – Mid-Sized and Emerging Firms
Panel Discussion – facilitated by Michael Horwitz, BDO Alliance USA
Whether you are a managing partner, partner or aspiring partner, you'll benefit from hearing the perspectives of a panel of managing partners representing your peer CPA Alliance firms. We will discuss the results of an April 2025 survey related to MAP topics and hear from our panelists. This year's Pulse session will continue to be interactive, and we will look for audience participation related to a variety of topics, including growth, capacity, succession planning, M&A and partner compensation.
1:00 pm – 2:00 pm (PT)
MAP
The Evolution of M&A as a Survival Tool
Bob Lewis and Doug Lewis, The Visionary Group (BRN Member)
With increased consolidation and competition from outside partners, M&A has become a strategy for survival. Size matters due to the investments required in people and technology. Firms are merging to gain access to the resources another firm has already made, or they are acquiring practices to have the size to make the investments needed to remain independent. The days of watching from the sidelines and waiting to see what happens are gone. This session will address how every firm needs to be active in one way or another in the M&A space to survive the constant change.
1:00 pm – 2:00 pm (PT)
People & Culture
How to Manage the Evolution of Your Team
Jon Hubbard, Boomer Consulting (BRN Firm)
Continuously evaluating your team over the course of their careers is crucial to their development and engagement. In this session, you will learn when and how to have the right conversations ensuring your team continues to develop and grow in alignment with the firm’s vision for the future.
1:00 pm – 2:00 pm (PT)
People & Culture
Embracing Neurodiversity: How to Build Inclusive Accounting Firms from the Inside Out
Ian Vacin, Karbon (BRN Firm) and Meghan Blair
This session will discuss how embracing neurodiversity can transform accounting firms from the inside out. In this fireside chat, Meghan will share her personal journey with ADHD and experiences as a leader in a neurotypical world. Learn how to build inclusive systems, foster openness, and harness the strengths of neurodiverse individuals to enhance your firm's culture and client experiences.
1:00 pm – 2:00 pm (PT)
Marketing
5 Key Marketing Strategies for Under $5K
Amanda Garner, The Growth Partnership (BRN Member)
Marketing your CPA firm doesn’t have to break the bank. With the right strategies, you can effectively attract new clients, boost your brand visibility, and grow your practice—all while staying within a budget of $5,000 or less. This session will present five practical, cost-effective marketing strategies specifically tailored for CPA firms, enabling you to make a big impact without a big spend. We’ll explore innovative approaches that blend digital marketing with traditional techniques, helping you reach your target audience and stand out in a crowded market.
1:00 pm – 2:00 pm (PT)
Other
Revolutionizing Ethics: Elevating Your Decision-Making Power
Jeremy Wortman, HRD Initiatives (BRN Firm)
Tired of the same old ethics training? This session breaks the mold, focusing on the most critical element in the ethical decision-making process—YOU! While traditional ethics programs often focus on codes of conduct and what to avoid, we dive deeper into how you can become a more ethically grounded professional. In this highly engaging, evidence-based session, we’ll explore how your brain responds to ethical dilemmas and how your moral maturity evolves over time. You’ll gain a mental map to guide you through tough decisions and sharpen your ethical instincts.
1:00 pm – 2:00 pm (PT)
Digital
Integrate & Innovate: Uniting data, automation, and AI for a future-ready firm
Shahbaz Khan, Wolters Kluwer (BRN Firm)
Discover why having an integrated tech stack matters – and how this cohesion is letting firms reimagine the way they work. We will explore real-world use cases, from integrating firms' tax research and tax software to gain client-specific insights without leaving the return, to driving real-time analytics and filterable, drillable dashboards with client data the firm is already collecting. We will demonstrate how disparate systems can transform into a unified tech stack. Attendees will gain insights into best practices for implementing firm-wide integration and automation, setting the stage for enhanced decision-making and improved client service. Learn how to harness data as a strategic asset to drive efficiency and future-proof your firm.
2:20 pm – 3:20 pm (PT)
Accounting & Auditing
Annual Single Audit Update
BDO USA, P.C.
BDO’s technical leaders will discuss upcoming changes to the Uniform Guidance promulgated by the U.S. Office of Management and Budget and the upcoming compliance supplement. Also, they will discuss lessons learned and practice issues related to Single Audits engagements, including any current developments and trends.
2:20 pm – 3:20 pm (PT)
Accounting & Auditing
Practice Issues in Accounting for Business Combination
BDO USA, P.C.
This course will provide learners with an understanding of the accounting for a business combination, including determining whether a transaction is a business combination, identifying the acquirer, determining the acquisition date, recognizing acquired assets and assumed liabilities, determining the consideration transferred, recognizing goodwill or a bargain purchase gain.
2:20 pm – 3:20 pm (PT)
Tax
S Corporation Update
BDO USA, P.C.
This session will give an update on legislative, regulatory and case law in S corporations and on common issues and challenges in S corporations.
2:20 pm – 3:20 pm (PT)
Tax
International Tax: U.S. Compliance Issues and Challenges and Opportunities to Add Value
BDO USA, P.C.
This session will provide insight and challenges on select Federal tax reporting forms that are required when a U.S. business or individual conducts business outside the U.S., including Forms 5471, 8858 and 5472, among others.
2:20 pm – 3:20 pm (PT)
CAS | Advisory
AI = Advisory Intelligence
Matt Harpe, Basis (BRN Firm)
AI is a powerful enabler of efficiency and standardization, especially for CAS and advisory practices. It can also be your new thought partner. This session will focus on a set of practical ideas and lessons from the field on how AI can be a part of your strategy for an advisory-focused practice. Discover how AI is already being used to draw insights, generate ideas, and serve as a thought partner for accountants of all tenures – and where all of this might be going.
2:20 pm – 3:20 pm (PT)
CAS
Launching Your CAAS Practice: Where to Start
Rohan Prajapati, Rova Partners (BRN Member)
This session will walk you through the presenter’s journey as a case study, showing how his firm built a Client Accounting and Advisory Services (CAAS) practice from the ground up. Starting with zero people can feel overwhelming, but he’ll break down the exact steps – from identifying ideal clients to setting up the right tech stack – to cover the pitfalls and opportunities. Learn how he attracted the crucial early clients, and how he leveraged cross-selling opportunities with affiliated tax business to gain momentum. This session will provide you with a clear, actionable roadmap based on real-world experience to help you navigate the complexities of launching and growing your own CAAS practice effectively.
2:20 pm – 3:20 pm (PT)
Advisory | CAS | Marketing
Packaging, Pricing & Selling Client Accounting & Advisory Services with Compliance Work
Jon Hubbard, Boomer Consulting (BRN Firm)
The future growth of your firm will include the strategic growth of accounting & advisory services. The challenge is, it can be difficult to know exactly how to package, price and sell these services with compliance work. This session is designed to demystify these challenges by showing you exactly the strategies and tactics to implement.
2:20 pm – 3:20 pm (PT)
MAP
ESOP Update: BDO USA and Alliance Firms' Experience
BDO USA, P.C.
In the fall of 2023, BDO USA established an Employee Stock Ownership Plan (ESOP) to provide its 10,000 employees a direct stake in the firm. “The younger generation wants a piece of what they are helping to build,” said Wayne Berson, CEO of BDO USA. This session will provide background on the “why” and “how” of BDO’s ESOP formation, as well as an update on our experience in recruiting and retaining team members post-ESOP. You will also hear from managing partners of Alliance firms who are ESOP-owned and learn about the broader ESOP marketplace for professional services firms.
2:20 pm – 3:20 pm (PT)
MAP
Private Equity: The current perspective of CPA firms that have received private equity investments
Panel Discussion – facilitated by Gary Shamis, Winding River Consulting (BRN Member)
This session will provide updated insights on the impact of private equity firms investing in CPA firms. Hear directly from several Alliance members that have received PE funding, as well as from consultants who are involved in helping PE firms find candidates for investment.
2:20 pm – 3:20 pm (PT)
People & Culture
Captivating Culture: Compelling Attributes of Winning Firms
Tamera Loerzel, ConvergenceCoaching
What is firm culture anyway? Your culture is the way it feels to work at or with your firm. Culture is multi-faceted and complex and includes both positive elements and the not-so-great aspects, too. Leave this session prepared to assess your firm’s culture and identify specific actions to make your firm an even more inspiring, engaging and yes – captivating – employer and client service organization.
2:20 pm – 3:20 pm (PT)
Marketing
Rising Rainmakers: Unleashing the Future of Firm Growth
Sarah Dobek, Inovautus Consulting (BRN Member)
In today's evolving market, the ability to cultivate the next generation of rainmakers is crucial for sustaining growth and client loyalty within accounting firms. This session will delve into the strategies for identifying emerging talent, providing them with the necessary tools and mentorship, and fostering a culture that encourages proactive client engagement. Attendees will leave with actionable insights to develop future rainmakers who can lead their firms to continued success.
2:20 pm – 3:20 pm (PT)
Marketing
Unlocking the Future: The Power of AI in Marketing and Business Development for CPAs
Nicole Mead and Jake Wagner, Creative Planning (CPA Member)
Artificial intelligence is revolutionizing the business landscape, and nowhere is its impact more profound than in the realm of client relationships. From a business development standpoint, understanding and leveraging AI can be the key to building stronger, more effective connections with clients. In this session, we'll dive into how AI is transforming marketing and business development strategies, enabling CPAs to refine client outreach, personalize engagement, and identify new opportunities for growth. We’ll explore how AI empowers firms to gain deeper insights into client behaviors and preferences, helping foster long-term relationships that go beyond transactional exchanges.
2:20 pm – 3:20 pm (PT)
Digital
Demystifying AI: Integrating Artificial Intelligence into Your Company's Vision
Chris Day, HHM CPAs (CPA Member)
Unlock the potential of artificial intelligence by demystifying its concepts and learning how to align AI strategies with your company's vision. This session will explore the core principles of AI strategy and provide practical guidance on initiating your digital transformation journey. Discover how to weave AI into your firm's culture, processes, and workflows to drive innovation, enhance efficiency, and stay competitive in today's rapidly evolving business landscape.
2:20 pm – 3:20 pm (PT)
Other
Thriving In Retirement: Embracing Change, Security and Purpose
Sandra Wiley, Boomer Consulting (BRN Firm)
Retirement isn't something to shy away from – it can be one of the most exciting and fulfilling phases of your life. But it doesn't happen by chance; thoughtful planning is key. In this session, we'll delve into the many dimensions of retirement that go well beyond financial considerations. Together, we'll map out a comprehensive strategic plan for your “encore chapter,” covering everything from healthcare and wellness to purpose, social connections, time management, and legacy planning. You'll leave with an inspiring roadmap that energizes and prepares you for what's next for you.
3:40 pm – 4:40 pm (PT)
Accounting & Auditing
Accounting for Transfers and Servicing of Financial Assets
BDO USA, P.C.
This course covers the accounting in accordance with ASC 860 for certain transfers of financial assets and key considerations in determining whether a transfer constitutes a sale.
3:40 pm – 4:40 pm (PT)
Accounting & Auditing
ASC 740 Update
BDO USA, P.C.
This session will focus on recent updates, as well as some of the more recent challenging aspects of ASC 740. It will provide further discussions on implementation of Tax Control Framework, from small to large companies, that can help mitigate tax risk. Topics to be covered include accounting for the impact of enacted tax law changes, tax accounting implications of recent FASB Accounting Standard Updates, and understanding operational tax risk and its implications for all companies, among many others.
3:40 pm – 4:40 pm (PT)
Tax
Common Tax Challenges in Pass Through Businesses
Sue Smith, Surgent (BRN Firm)
This session will highlight both tax compliance and tax consulting challenges and opportunities for pass-through businesses, including partnerships and S corporations.
3:40 pm – 4:40 pm (PT)
Tax
Corporate Tax: General Corporate Tax Update
BDO USA, P.C.
This session will provide an update on case law, regulatory and other IRS guidance and the impact of the 2024 election.
3:40 pm – 4:40 pm (PT)
CAS
FP&A: The Story of the Numbers – What does it mean to us, our teams, and our clients?
Ernie Villany, Accountability Services, LLC (CPA Member) and Heather Sunderlin, Thomson Reuters (BRN Firm)
What are we, as advisors, trying to accomplish by making this shift towards FP&A-driven advisory services? Hear how Ernie Villany, named to Forbes Magazine's 2024 Inaugural List of the Top 200 CPAs in America, was evangelized by Simon Sinek's "Start With Why" just as his practice was being decimated by the impacts of COVID-19 and the Great Resignation. Prepare to be moved by the story of how he moved his family from New Jersey to Colorado to build a boutique CPA firm from scratch, and then how he reimagined the whole thing all over again in response to AI, automation and outsourcing. Ernie will share how he forged his dogged belief in serving clients through a prescriptive mindset with an FP&A-driven approach to help business owners scale and grow (or scale and exit) their businesses.
3:40 pm – 4:40 pm (PT)
CAS
Answering the Call of Advisory through Productized VCFO Services
Matt West and Rob Mlenek, Creative Planning (CPA Member)
Join practitioners from CPA member Creative Planning as they delve into the transformative potential of Virtual CFO (VCFO) services in modern CPA firms. This session will equip you with the knowledge to enhance your CAS practice by exploring the core offerings of VCFOs, the technology that supports them, and strategies for client focus across various niches, industries, and sizes. Learn how to structure your fee schedule, scope projects for success and develop a robust sales strategy – as well as how to build your underlying service foundation. Don't miss this opportunity to drive your practice forward with actionable insights from seasoned professionals!
3:40 pm – 4:40 pm (PT)
Advisory
Capital Markets Update
BDO Capital Advisors
This session will provide an update on mergers and acquisitions and capital raising trends and activity. It will discuss how to help clients who are positioning their company for a sale, avoid seller pitfalls and maximize the value of their business through a structured sales process.
3:40 pm – 4:40 pm (PT)
MAP
Three Managing Partners Share Wildly Different Success Stories
Panel Discussion – facilitated by Bob Lewis and Doug Lewis, The Visionary Group (BRN Member)
This session will showcase three Alliance member managing partners in firms of diverse sizes. They will detail how they built thriving practices, what they are thinking next, and what obstacles they see coming. Each panelist will share how to navigate through different market conditions. You will walk away with growth ideas and implementation tactics that have fueled their firms, so you can create or alter your plans as you evolve your firm.
3:40 pm – 4:40 pm (PT)
MAP
Private Equity: The current perspective of private equity firms
Panel Discussion – facilitated by David Toth, Winding River Consulting (BRN Member)
This session will offer perspectives from several private equity firms active in the accounting profession. A facilitated panel discussion will provide you a current update on PE's strategy and implementation status in growing their presence in the CPA marketplace.
3:40 pm – 4:40 pm (PT)
People & Culture
Building a Talent Management Strategy that Retains Talent and Fuels Long-term Financial Success
Jeremy Wortman, HRD Initiatives (BRN Firm)
In today’s accounting firms, operational strategies are often planned and executed; yet when it comes to human capital strategy, nearly 80% of firms admit they lack a comprehensive plan. This session explores the critical gap between operational success and talent management, providing a roadmap for firms to elevate their approach to managing their greatest asset—people. Participants will uncover how to craft a talent management strategy that drives both employee engagement and financial performance without over-complicating the process. You’ll learn how strategic talent acquisition, development, engagement and retention not only shape a dynamic workplace culture but also have direct, measurable impacts on your bottom line. Backed by empirical research, if your organization is serious about becoming a place where top talent thrives and profitability soars, this session will offer the tools and insights you need to make that transformation.
3:40 pm – 4:40 pm (PT)
Marketing
Digital Makeover Magic: Revitalize Your Firm's Marketing Strategy
Betsy Gray, The Social Bullpen (BRN Member)
Explore how firms can leverage digital transformation to overhaul outdated marketing practices. In this session, attendees will learn strategies for refreshing your firm’s brand, modernizing your website, and optimizing your social media presence. Discover how these changes can improve client engagement, attract top talent, and drive firm growth.
3:40 pm – 4:40 pm (PT)
Digital
The Right Technology to Empower Firm Culture
Tim Petrey and Megan Roberts, HD Davis CPAs LLC (CPA Member) and Mary Delaney, Karbon (BRN Firm)
In today’s fast-paced accounting environment, the right technology can be the key to fostering a positive and productive firm culture. This session explores how technology has streamlined operations, improved communication, and created a collaborative environment that drives both efficiency and employee satisfaction. Through personal case studies and practical examples, this session will demonstrate how technology can be a catalyst for a firm culture that thrives on efficiency, collaboration, and growth. Attendees will learn how practice management software took task management, workflow automation, client communication, and performance tracking to a whole new level—aligning team efforts, reducing employee and client stress, and ensuring transparency.
3:40 pm – 4:40 pm (PT)
Digital
Digital Transformation Fundamentals for the Accounting Profession
Jennifer Warawa, QuickFee, Inc. (BRN Member)
Digital transformation is no longer a buzzword—it’s a critical imperative for accounting firms that want to thrive in today’s fast-paced environment. With the rise of AI, digital currency, and other groundbreaking technologies, firms must have a clear roadmap for their digital journey. In this session, we will debunk common myths around digital transformation and walk you through the steps to create or refresh your strategy. From understanding emerging technologies to building an execution plan, you’ll leave with a clear path to future-proofing your firm and staying ahead in a constantly evolving market.
3:40 pm – 4:40 pm (PT)
Other
Understanding Restaurant Industry KPIs: Top Ways to Help Clients Improve Them
Tim Reynolds, DHW CPAs (CPA Member)
This session will cover the most common Key Performance Indicators (KPIs) in the restaurant industry. It will not only cover how to calculate these KPIs but take a step further and discuss ways to impact and improve them for your restaurant clients. It will offer actionable insights and practical tools, covering topics such as financial risk management, cost control, and maximizing profitability to help your clients navigate the complexities of the restaurant industry.
Day 3: Wednesday, May 7
5:55 am – 6:45 am (PT)
Other
Sunrise Walk/Run
Lace up your shoes and join Tamera Loerzel and Samantha Mansfield of ConvergenceCoaching, LLC for a morning walk or run! Meet them in the small lobby entrance next to the Starbucks inside the Cosmopolitan 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, which will likely be hot!

Completion of online waiver required at registration.
8:00 am – 9:00 am (PT)
Accounting & Auditing
Independence Update and Practice Issues
BDO USA, P.C.
This session will discuss developments and reminders in the areas of ethics and independence.
8:00 am – 9:00 am (PT)
Accounting & Auditing
Practice Issues in Assurance Quality Management
BDO USA, P.C.
This session will focus on the AICPA quality management standards, including practice issues in risk assessment, quality control documentation and testing, and deficiency assessment and remediation.
8:00 am – 9:00 am (PT)
Tax
Tax Consultative Strategy, including using AI In Tax
BDO USA, P.C.
Given the constant development of AI tools, this session will explore the use of AI in being more tax consultative with clients including developing a strategy on AI Tax and current tools that are available.
8:00 am – 9:00 am (PT)
Tax
Tax Legislation and Controversy Update
BDO USA, P.C.
Based on the results of the 2024 election, this session will give an update on any pending legislation and an outlook on future Tax legislation. It will also provide an update on tax controversy matters that impact both individuals and businesses.
8:00 am – 9:00 am (PT)
Tax
Compensation and Benefits Update, including Retirement Plans, Executive Compensation and ESOPs
BDO USA, P.C.
This session will give an update on regulatory and case law guidance on Qualified Retirement plans, including Secure Act 2.0, trends in executive compensation structures and ESOP structuring and strategies.
8:00 am – 9:00 am (PT)
CAS
Unlocking Growth: Cutting-Edge Tech Strategies to Elevate Your CAS Practice
Deborah Defer, Woodard (BRN Firm)
Explore the latest innovations and tools that can transform your CAS practice. This session will dive into the most advanced technologies designed to streamline operations, enhance client relationships, and drive substantial growth. Whether you're looking to stay ahead of the competition or simply optimize your current processes, it will equip you with actionable insights and strategies to take your practice to the next level. Don't miss out on the opportunity to unlock new avenues for success.
8:00 am – 9:00 am (PT)
Advisory
Structuring Your Practice for Advisory Services
Panel Discussion – facilitated by Rob Merl, BDO Alliance USA
Join us for an insightful session focused on how to build the infrastructure for an advisory practice with different sales cycles, staffing needs, and resource requirements than a traditional CPA practice requires. Industry leaders will share strategies and best practices for transforming your advisory practice from “add-on services” into a dynamic advisory powerhouse.
8:00 am – 9:00 am (PT)
MAP
The Practice Leader's Critical Role in Building Sustainable Growth
Sarah Dobek, Inovautus Consulting (BRN Member)
As accounting firms seek sustainable growth, the transition from operating as a solo department or a collection of disjointed efforts to a cohesive, collaborative team is essential. This session will focus on how practice leaders can transform their practice areas into unified teams that drive strategic growth together. Attendees will learn how to foster collaboration, align team efforts with the firm’s growth objectives, and implement structures that support a collective approach to market engagement. This session is designed for leaders aiming to build strong, growth-focused teams that work together seamlessly to achieve firm-wide success.
8:00 am – 9:00 am (PT)
MAP
Mastering Change Leadership: Integrating Project, Process and Operational Management for Successful Change
Arianna Campbell, Boomer Consulting (BRN Firm)
Successful change initiatives require more than just implementing new processes—they need the coordination of project, process, and operational management. This session will explore the Change Management Triangle framework, focusing on how these three areas work together to drive change adoption and success. We’ll dive into the unique roles each management discipline plays: project management delivers new initiatives; process management ensures continuous improvement; and operational management supports day-to-day execution. Attendees will also learn how effective change management underpins each of these areas by improving adoption and supporting individuals through transitions.
8:00 am – 9:00 am (PT)
People & Culture
Navigating Employee Onboarding: Crafting Success Stories from Day One
Andrea Peterson, Spiirall (BRN Member)
The first days on the job set the foundation for long-term success. This dynamic course is designed to provide insights to utilize at your firm to launch new team members’ careers on a trajectory of excellence. Engage in hands-on activities and connect with fellow leaders to form a collaborative network to share ideas and best practices. Join in on transforming the onboarding experience into a cornerstone of success.
8:00 am – 9:00 am (PT)
Digital
Overcome Resistance: Change management strategies to drive tech adoption
Tanner Fritz, Aiwyn (BRN Firm)
This session will provide practical strategies for firm leaders to guide their teams through the adoption of new technologies. We will share first-hand experiences around how to foster a culture of innovation and understand practical methods for leading your team through the adoption of innovative technologies, specifically how to overcome resistance and foster a culture of innovation. Also, we will discuss how to ensure leadership buy-in to communicate the value of tech to your team and gain insights on how to preserve and build trust within your firm while implementing significant technological changes. Get strategies to train your team, close skill gaps, and ensure a smooth transition.
8:00 am – 9:00 am (PT)
People & Culture
Mental Health: Even Leaders Get the Blues
Amanda Garner, The Growth Partnership
If you’re a human being, you have mental health. Even though we know mental health is a universal component of being human, why do many leaders feel the need to conceal their own level of well-being or lack thereof? Unsurprisingly, the most common challenges leaders face in this area are Imposter Syndrome, isolation, anxiety, depression, stress and burnout. Want to learn ways you can make your mental health a priority, talk about it with confidence, and get buy-in to build an organizational culture that supports mental health? This session will address the current state of leaders’ mental health and what you can do to use this component of humanity to be a positive differentiator in your organization.
8:00 am – 9:00 am (PT)
Other
Recalibrating The Nonprofit Business Model: Planning for Financial Resilience in a Shifting and Uncertain World
BDO USA, P.C.
As nonprofits have faced a continued wave of disruption and change, achieving and maintaining financial resilience has been a key goal. Many organizations that shifted their operations to meet increased demand and take advantage of federal relief funds are now facing longer-term decisions about how to move forward and recalibrate their business models. In this session, we will explore ways in which organizational leaders—both board and staff—can work to achieve financial resilience at this time of reimagined service delivery, operations, and resource generation.
9:20 am – 10:20 am (PT)
Accounting & Auditing
SSARS Update
Matt Mitzen, Bronswick Benjamin (CPA Member)
This session will discuss developments in preparation, compilation, and review services, including practice issues and peer review trends.
9:20 am – 10:20 am (PT)
Accounting & Auditing
IFRS Accounting Standards
BDO USA, P.C.
The session will cover high level common areas of differences between IFRS & USGAAP, case studies, new upcoming standards (IFRS 18 & IFRS 19).
9:20 am – 10:20 am (PT)
Tax
Partnership Tax: Compliance Challenges
BDO USA, P.C.
This presenters in this session will provide insight and guidance on select Partnership compliance issues and challenges including an overview of new reporting requirements, such as Form 7217. The content is developed based on work that BDO’s National Tax Office has done with Alliance members.
9:20 am – 10:20 am (PT)
Tax
Accounting Methods: Update and Strategic Planning
BDO USA, P.C.
This session will be an update on case law, regulations and other IRS pronouncements and the impact of the November 2024 election on accounting methods.
9:20 am – 10:20 am (PT)
CAS
CAS Forward: Navigating Tomorrow’s Accounting Trends
Alan Duncan, BMSS, LLC (CPA Member)
The accounting landscape is evolving rapidly, and CAS is at the forefront of this transformation. Join an active practice leader as he explores the emerging trends and technologies shaping the future of CAS. From the rise of AI and automation to the increasing demand for real-time financial insights, discover how forward-thinking firms are leveraging these advancements to stay ahead of the curve. We'll discuss how to adapt your CAS practice to meet changing client expectations, capitalize on new opportunities, and drive growth in a competitive market. Whether you're looking to expand your service offerings or future-proof your firm, this session will equip you with the insights and strategies needed to navigate the next wave of innovation.
9:20 am – 10:20 am (PT)
Advisory
Unlocking Supply Chain Data
BDO USA, P.C. and Dean Jones and Jim Haller, AFS Logistics
Join this interactive session where we’ll explore important indicators of supply chain cost savings opportunities that appear in tax filings and other accounting records, as well as limitations many companies face when trying to unlock these savings today, and high ROI solutions to bring to clients to help them reduce risk and save money.
9:20 am – 10:20 am (PT)
MAP
Earn Money Unrelated to Time: Building Resiliency and Revenue Beyond Billable Hours
Tim Moy, MBE CPAs (CPA Member)
In the evolving landscape of accounting, the traditional billable hour model is being challenged by innovative approaches that focus on resilience and revenue diversification. In this session, Tim Moy, Managing Partner with extensive experience in transforming accounting practices, will discuss how to build firm resilience, infuse advisory and consulting, and earn money unrelated to time. He will provide actionable insights and practical steps for accounting professionals looking to innovate their practice, increase profitability, and deliver greater value to their clients.
9:20 am – 10:20 am (PT)
MAP
From Consensus to Action: Innovative Governance Strategies for Future-Focused CPA Firms
Gary Thomson, Thomson Consulting (BRN Member)
The pace of change in our profession requires a more connected view of how governance impacts our ability to be future-ready. From the need for agility, acting in speed, reducing the time spent in operational meetings, to staying competitive in a disrupted profession, it's time for firms to overcome governance change hesitancy. In this session, we'll explore why the pace of governance changes; typical governance structures; inflection points that often create a need to modify our structure; case studies; and best practices for transition. You'll be better equipped to balance your firm's culture and legacy with the much-needed changes that will propel you to the future.
9:20 am – 10:20 am (PT)
People & Culture
Navigating the Pipeline Crisis: Diagnosing Causes and Crafting Solutions for the Future of Accounting
Panel Discussion – facilitated by Joshua Jacoby, CPA Credits (BRN Firm)
This comprehensive session will address the pressing Pipeline Crisis in the accounting profession. It will delve into the multifaceted causes behind the decline in new CPAs, examining factors such as starting salaries, CPA education requirements, and more. Following this diagnostic approach, we will shift to potential solutions—both hypothetical strategies and concrete actions currently being implemented or planned. Attendees will gain insights into innovative approaches and collaborative efforts designed to rejuvenate the CPA talent pipeline and ensure a robust future for the profession.
9:20 am – 10:20 am (PT)
Marketing
Transforming Your Website: How to Stand Out and Drive Business
Amy Delaney, Kernutt Stokes (CPA Member)
In 2023, Kernutt Stokes launched a completely redesigned website with a goal of not only creating a better and more dynamic looking site, but also driving qualified leads to their new contact form. In the first year, website traffic increased more than 50% and conversions increased by more than 350% with at least 15% of new, organic business a direct result of the website. This session, best suited for small to mid-sized firms, will walk you through the project from start to finish – including what and who were involved in planning, creating, and developing the site; how staff were engaged in the launch of the new site; how Google Ads and LinkedIn ads were restructured; and how the site continues to provide impactful and successful leads for the firm.
9:20 am – 10:20 am (PT)
Digital
Unlocking the Power of AI and Automation in Audits: A Practical Approach
TC Whittaker, Audit Sight, Inc. (BRN Firm)
As the accounting and audit landscape rapidly evolves, AI and automation are transforming how firms operate – driving efficiency, accuracy, and strategic value. This session dives into the practical applications of AI in audits, focusing on real-world use cases that are shaping the future of the profession. Learn how AI in combination with audit methodologies can improve data analysis and enhance risk detection. We'll also cover automation best practices and essential tools that can help firms not only boost productivity but also deliver more value to their clients. Whether you're just beginning to explore AI or are ready to integrate advanced technologies into your practice, this session will provide actionable insights and tools to stay ahead in a competitive market.
9:20 am – 10:20 am (PT)
People & Culture | MAP
Embracing Global Talent: A Winning Strategy for Sustainable Growth & Transformation
BDO EDGE
Join us for an opportunity to learn how to create a diverse workforce, offer smarter solutions, and deliver ultimate client experience to secure a competitive EDGE and drive profitability.