Day 2: Tuesday, May 7
9:20 am – 10:00 am (PT)
Digital/AI
The Unexpected Implications of AI
Marc Staut, Boomer Consulting (BRN Firm)
We are awash in new “Artificial Intelligence” tools that purport to make every aspect of our lives and jobs better, but not everything is as it seems in the world of Intelligent Bots. In this session, we will explore the differences between artificial intelligence and machine learning, and why it matters to you. We will address and define strategies to mitigate the many types of bias inherent in our data sets, and we will map out the current landscape of bots and the ways you can best leverage emerging AI platforms within your firm.
9:20 am – 10:20 am (PT)
Digital/AI
Generative AI - A Game Changer
BDO Digital
Step into the groundbreaking world of artificial intelligence and discover its transformative impact. In this session, we will unravel the concept of AI, explore its relevance to your firm and clients, and showcase live demonstrations of its remarkable capabilities. Gain invaluable insights on how to deploy AI in practice, leveraging its power to enhance decision-making, streamline processes, and create new opportunities for growth. Don’t miss this chance to learn about the game-changing potential of AI and how it’s shaping the future.
10:40 am – 11:40 am (PT)
Digital/AI
AI & Automation - From Problems to Possibilities
BDO USA, P.C., BDO Digital and OneSource Consulting (BRN Member)
This session will offer an insightful discussion with digital transformation professionals from OneSource Consulting and BDO Digital. It will highlight how to identify and evaluate challenges in your organization that may be addressed using AI and automation, as well as insights on the problems explored during the recent BDO Alliance USA Innovation Challenge. There will be opportunities to ask questions on advanced technologies, like AI and RPA, too. Learn how to transform your firm’s challenges into innovative solutions using emerging technologies.
10:40 am – 11:40 am (PT)
Digital/AI
The “WHY” Behind Accounting Firm Automation
Alliance Panel – facilitated by Chris Bradle, Aiwyn (BRN Firm)
In the fast-paced world of accounting, automation has become more than just a buzzword; it's the key to unlocking your firm's growth potential. Join us for an illuminating panel discussion on why automation is essential for propelling firm growth. We'll explore the prescriptive steps you can take to become a tech-forward firm, while sharing experiences, success stories, and actionable insights and ideating together on a software ecosystem that supports capacity, client experience and firm operations/cash flow.
1:00 pm – 2:00 pm (PT)
Digital/AI
Mindful Technology - Embracing Technology, Innovation and Mindfulness to Create Lasting Human Connections
Amy Vetter, The B3 Method Institute (BRN Firm)
Technology - such as cloud software, artificial intelligence and machine learning - is not the end of real human connection; it is just the beginning. In fact, the future of people collaborating and communicating in the workplace, whether it’s between your team members or serving your customers, will increasingly depend on how you take advantage of the latest technology to create an experience that is uniquely yours as a business. In this session, we will discuss how technology has the potential to empower your employees to tap back into their purpose, become more mindful leaders and empathetic communicators, and create greater work-life harmony for improved productivity, innovation and overall happiness in their work and life.
2:20 pm – 3:20 pm (PT)
Digital/AI
Optimizing Your Firm’s Technology Stack
Roman Kepczyk, Rightworks (BRN Firm)
Accounting firm technology has gone through a number of evolutions from introducing PCs and building networks to the return to the cloud and optimization of remote work during the pandemic. And now firms are adopting the next generation of digital automation, including generative AI tools such as ChatGPT. Underlying this is the firm’s information technology infrastructure and production applications referred to as the Tech Stack. This session will discuss key requirements for your firm’s future technology strategy, as well as specific recommendations on hardware, infrastructure and the evolving mix of tax, audit and accounting applications utilized to optimize client service.
3:40 pm – 4:40 pm (PT)
Digital/AI
Navigating the Tech Terrain - Uncovering Real Value in an Era of Shiny Objects
Rafael Casas, QuickFee, Inc. (BRN Member)
In a world of constant technology shifts and “shiny objects” being thrown our way, we explore the real value of technology and its implementation. In this session, we will review the landscape of AI, ML, RPA, BPA, BPM and the methodologies and framework to plan, implement and maintain these technologies. Attendees will learn the importance of intrapreneurship in your business to elevate and accelerate the adoption, implementation and maintenance of new technologies.
Day 3: Wednesday, May 8
8:00 am – 9:00 am (PT)
Digital/AI
Unveiling the Future of Innovation - A Journey through BDO Digital Labs
BDO Digital
Embark on an exciting journey into the world of BDO Digital Labs, where cutting-edge advancements and innovative products are shaping the future of professional services. In this session, discover how BDO Digital Labs harnesses the power of artificial intelligence, machine learning, data analytics and automation to revolutionize industries and enhance client experiences. Unveil a diverse range of groundbreaking products, encounter inspiring success stories, and explore thrilling prospects for BDO Digital Labs. Immerse yourself in the fascinating world of innovation and uncover BDO Digital Labs’ transformative impact on the professional services landscape.
9:20 am – 10:20 am (PT)
Digital/AI
Getting the Most Out of Your Microsoft Investment by Enabling Various Technologies
Andrew Cohen and Theresa Linson, Netsurit, Inc. (BRN Member)
Unlocking the full potential of your Microsoft investment can transform your workflow, productivity and profitability. Yet, many organizations fail to tap into more than 15% of the M365 stack’s capabilities, missing out on tools and automations that could greatly enhance efficiency. In this session, we will share actionable strategies to maximize your use of Microsoft's suite as well as transformative stories from working with hundreds of companies globally.