What are the world-changing trends that will actually shape the future? From biophilic skyscrapers to generative AI to haptic interfaces, this keynote will offer a clear-eyed overview of not only the technology changing our world, but also explore the deeply human questions all this advancement will raise. This is not a boring academic talk or “futurist theater.” Instead, it's a highly actionable (and deeply non-obvious!) glimpse into how you can anticipate and lead the future.

Field of Study: Personal Development

CPE: 1.0 (Non-Technical)

In today’s evolving accounting landscape, client expectations have shifted dramatically, driven by advancements in technology and the demand for seamless, personalized services. "The New Standard: Meeting Taxpayer Expectations in 2025" delves into the groundbreaking insights from a survey of 1,000 taxpayers, revealing what clients truly want from their accounting and tax professionals. Discover how technology, communication, and trust-building are transforming the industry and learn actionable strategies to adapt and thrive in this new era. This session will equip you with a clear understanding of the trends shaping client satisfaction and practical steps to enhance your firm’s competitiveness in 2025 and beyond. Whether you’re a seasoned expert or new to the field, this discussion will empower you to elevate the client experience and future-proof your practice.

Field of Study: Business Management & Organization

CPE: 1.0 (Non-Technical)

A common misconception in finance is that accounting work is tactical in nature and focused on past performance. Ramp’s Senior Controller Edwine Alphonse has built multiple high-performing accounting functions that debunk this stereotype. In this session, they will share how accounting leaders can educate, hire, and leverage technology to help their teams drive more impact. 

Field of Study: Business Management & Organization

CPE: 1.0 (Non-Technical)

As accounting firms evolve, technology is no longer just a tool - it’s an extension of expertise. AI is reshaping how firms price their services by bringing in data-driven analysis, efficiency, and consistency. In this live session, Omry Man will explore how AI can support firms in pricing their work, helping them analyze trends, adapt to market shifts, and ensure alignment between value and fees.

Attendees will discover how AI can automate pricing insights, reduce manual guesswork, and provide structured recommendations for services like monthly accounting, tax returns, cleanup work, and advisory engagements. This session will move beyond AI as a concept and demonstrate its practical application in firm operations.

Field of Study: Information Technology

CPE: 1.0 (Technical)

Field of Study: TBD

CPE: TBD

Field of Study: TBD

CPE: TBD

Offshoring is not working for small and midsize firms. While large CPA firms rave about their offshore teams, smaller firms often complain about subpar results and experience. Why is that? This is because larger firms hire employees and smaller firms hire outsourcing agencies. This session educates smaller firms on why they too should hire employees with direct ownership instead and how they can do it within the budget of a small firm.

Field of Study: Management Services

CPE: 1.0 (Technical)

Nancy Yuen shares the lessons she’s learned on becoming a successful Audit and Accounting Executive while navigating the communication and emotional challenges that come with being medically diagnosed as autistic (high functioning) and having OCD. Naturally an extreme introvert, Nancy opens up about her personal journey — from struggling to professionally communicate audit results and connect with peers and managers, to learning how to embrace her authenticity and reframe her neurodivergent traits as strengths, such as her attention to detail and abstract thinking. Now the Global Director of SOX and Audit Compliance at a prominent FinTech company, Nancy credits her growth to directly addressing her mental health challenges, seeking professional support, and learning how to harness her abilities while building her “social muscles".

Field of Study: Personal Development

CPE: 1.0 (Non-Technical)

Money is missing at Montague Fellowship Church. Everyone in leadership is a suspect. Uncover the perpetrator and schemes behind fraud in this immersive learning experience. First, take on the role of an investigator to find the perpetrator using the Ethics Dash. Then work on the accounting team to uncover schemes behind the deceit. A whodunnit financial mystery that will advance basic skills and provide fraud awareness tools.

Presented by Red Flag Mania

Field of Study: Fraud

CPE: 1.5 (Technical)

Field of Study: TBD

CPE: TBD

Field of Study: TBD

CPE: TBD