Co-hosted by CalCPA and Tri-Merit’s Bridging the Gap (BTG), this afternoon event brings together small, mid, and large accounting firms with leading technology voices to share fundamental strategies for building community, deepening connections, and collaborating smarter across the profession. Attendees can expect open, candid discussions and practical takeaways that they can implement immediately, along with an off-site happy hour designed to foster meaningful new relationships.

Program Highlights

• Welcome: CalCPA
• Keynote: Randy Crabtree with Elliot Bastien Morin — Building Community in Accounting
• Firm Panel: Moderator — Rafael Casas • Panelists  — Zane Stevens (Protea Financial), Matt Wheeler, CPA (Wheeler Accountants, LLP), Nikole Mackenzie (Momentum Accounting)
• Tech/AI Panel: Moderator — Geni Whitehouse • Panelists — Mike Triantos (Rippling), Echo Zhong (Zhong & Sanchez)
• Outsourced Services Collaboration (Discussion) Tri-Merit — how firms collaborate on specialty tax to boost client impact and capacity
• Offsite Happy Hour: Curated intros and peer connections at The Treasury.