Pre-Conference: Sunday, May 4
11:00 am – 5:00 pm (PT)
Other
Emerging Leaders Roundtables
Private meeting, by invite only.
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.
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.

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)
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.
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)
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)
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.