Programs - Other
This is a private meeting, by invite only for members of our 2026 Roundtable. Details and registration are available through the group facilitator, Kathy Sautters. If you are attending, please be sure to make your travel reservations to arrive in time for Sunday’s session
Join us for an interactive BRN Summit focused on “Building Relationships, Navigating the Alliance & Best Practices for Success.” This year’s event will feature Dr. Ryan O’Sullivan, author of Building B2B Relationships: How to Identify, Map and Develop Key Relationships to Win More Business as our keynote speaker. Dr. O’Sullivan will share actionable strategies for identifying and nurturing the relationships that drive growth. As moderated by Judd Ballard, Director of Practice Growth at GBQ and Adam Klein, Head of Industry, Accounting and Advisory at Introhive, other highlights of the Summit will include roundtable discussions on engagement challenges and success stories, an Alliance Knowledge Challenge (a fun quiz with prizes!), and speed networking (rapid-fire conversations to expand your network).
Ideal for BRNs and BRN Champions within CPA firms, CPA firm leaders, and BDO professionals. Stay for the cocktail reception immediately following!
This is a private meeting, by invite only for roundtable members and other CPA firm COOs, CFOs, Firm Administrators and Managing Partners. Details and registration are available through the group facilitator, Kathy Sautters. If you are attending, please be sure to make your travel reservations to arrive in time for Sunday’s session.
Private meeting, by invite only for members of this Roundtable.
Ready to boost your leadership game? Join us for an engaging evening with Amy Vetter from The B3 Method Institute, who’s focused on helping executive women step up their executive presence and speak with real authority.
What’s in store:
- Hands-on Training: Amy will share practical tips and tools to help you show up confidently, communicate clearly, and make a strong impact in any room.
- Roundtable Exercise: Delve into the concepts in small group exercises, putting Amy’s advice into action.
- Networking & Cocktail Reception: Wind down and connect over drinks at our special cocktail reception. It’s a great chance to build new relationships and catch up with friends.
- Optional “No-Host Dinners” where you are aligned with other attendees to continue the conversations and further build relationships.
This session is perfect for partners, directors and other C-Suite members who want to refine their leadership style, amplify their voices and build lasting connections by offering practical tools and inspiration to help you thrive. It’s limited to 200 people and will reach capacity fast, so register soon!
| Join us for our opening session this year, featuring two enlightening keynote speakers! In addition, we will have two dynamic “fireside chats.” The first will feature a BDO leadership panel, facilitated by Alliance Executive Director Michael Horwitz and featuring current BDO USA CEO Wayne Berson, CEO-elect Matt Becker and BDO Global CEO Pat Kramer. A second will offer commentary about the state of the industry as facilitated by Allan Koltin of Koltin Consulting Group and featuring a representative from the AICPA with several managing partners from Alliance firms.
We will also reveal the winners of our annual BDO Alliance awards! |
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| Keynote Speaker Christopher Kauffman – The Last Busy Season? The AI Opportunity in Accounting |
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The AI era promises transformation, but demonstrable ROI has often proven elusive. As a Partner at the $40B AUM investment firm General Catalyst, Chris Kauffman offers a unique, insider's view. Having invested in leading foundation model platforms and key applied AI platforms like Accrual, Puzzle, and TrueTax, he has supported AI deployments with entities of all sizes. Leveraging his experience as both an investor and former operator, Chris cuts through the noise to separate myth from reality. He will detail what is truly around the corner and highlight immediate, deployable opportunities that have allowed practitioners to trade more spreadsheets for more strategy. |
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Keynote Speaker Erica Dhawan – Get Big Things Done: The Power of Connectional Intelligence |
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Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation, frequently appearing in the Harvard Business Review, Fast Company, and The Wall Street Journal. Named one of the top 50 management thinkers in the world by Thinkers50, she is the author of two bestselling books, Get Big Things Done: The Power of Connectional Intelligence and Digital Body Language: How to Build Trust and Connection, No Matter the Distance. As we continue to experience an increasingly digital world where work practices are changing at a blistering pace, Erica shares innovative strategies to unlock the collective power of teams, build a culture of trust across any distance, and create authentic engagement to ensure competitiveness. |
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.
Swing by our Exhibit Hall on the 4th Floor to mingle with our sponsors and exhibitors at any time Tuesday morning, but especially during the extended morning break @ 9:15 am (grab a coffee there!) and meals. Located adjacent to breakfast and lunch.
Join construction industry focused firm leaders as they 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.
Tired of the same old ethics training? This session breaks the mold by 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. Attendees will gain a mental map to guide you through tough decisions and sharpen your ethical instincts.
While many firms utilize the Alliance as a resource when they are conflicted out of work, there is so much more that this wide array of firms and practices can offer regarding broad industry expertise. In this session, attendees will explore niche services in the healthcare space (i.e., healthcare regulatory compliance, credentialing and enrollment, revenue cycle optimization, behavioral health system redesign, health information exchange enhancement, and cutting-edge payor strategy) that can assist you in helping your clients drive sustainable improvements in clinical, financial and operational performance.
You’ve identified your key performance indicators for your restaurant clients—now it’s time to unlock their full potential. This session explores actionable strategies for incorporating statistical metrics into your accounting system, enhancing reporting packages and board reports, and driving ROI through advanced financial planning and analysis (FP&A). Discover shortcuts for blending disparate data sources, gain practical tips for data awareness, including identifying and cleansing dirty data, and identify processes and/or systems to enhance reporting and analysis.
Lace up your shoes and join Jen Wilson and Tamera Loerzel of ConvergenceCoaching, LLC for a morning walk or run! Meet them near the main lobby entrance of the Fontainebleau at 5:55 am for a 6:00 am start time. The walk/run will be approximately 45-50 minutes or approximately 4 miles if you’re a runner (they are mapping a new route since it’s a new hotel and will do our best to make it easy for you to decide your own distance and pace). All are welcome for this fun opportunity to exercise in the fresh air 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.
