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.

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.

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.

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.

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.

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.

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.

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.

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.