AI Unchained

Breakfast

Join us for an enriching breakfast session where innovation meets conversation. Engage with thought leaders, technology solution experts, and fellow learners in an inspiring environment designed to foster collaboration and idea exchange.

Transforming the Future - Day 2 Roundtable Discussions (0.5 CPE)

Join the accounting profession’s thought leaders, innovators, and experts as they explore the effects of AI, automation, and emerging technologies on the accounting landscape, as well as strategies for retaining top talent, optimizing capacity, and fostering sustainable growth in an ever-evolving market during this exclusive roundtable discussion.

Mastering Complexity: Strategies for Success in a CAS Practice (1 CPE)

Client Accounting Services (CAS) can be tricky, whether your firm is new to the practice or tweaking its experienced department. In this intensive session, we will explore the most challenging aspects of running a CAS practice and discover actionable solutions to overcome them, including:

• The intricacies of client interaction

• Leveraging technology

• Maintaining profitability in a rapidly evolving landscape

Through practical insights and real-world examples, we'll delve into how to cultivate strong client relationships, harness the power of technology, and establish a profitable, repeatable business model.

Presenters:
Nina Chmura, Withum | Arna Erazo, GHJ | Scott Soucy, Kaufman Rossin

Developing a Business Transformation Strategy to Leverage Technology (1 CPE)

Discover the secrets to seamlessly integrating technology with business strategy to transform your organization and outpace the competition!

Join Patrick Morrell from Aiwyn and Shannon Vincent from Renew Group for an exhilarating session on crafting a business transformation strategy that acts as a springboard for technology implementation, particularly within client advisory services. Dive into the dynamic convergence of strategy and technology, and explore how cutting-edge innovations and automation are revolutionizing traditional business models and propelling organizational change. Through engaging discussions and real-world use cases, you'll uncover strategic imperatives that harness technology to spur business transformation and elevate client advisory services.

Presenters:
Patrick Morrell, Aiwyn | Shannon Vincent, ReNew Group

Mastering Financial Insights: Elevating Your Firm's Advisory and Internal Training

In today's dynamic accounting landscape, financial insight is paramount for the success of any firm. This comprehensive session is designed to equip internal teams with the necessary skills and knowledge to navigate financial scenarios, make informed decisions, and drive organizational growth through offering client advisory services (CAS). Participants will gain invaluable insights to elevate their firm's performance and stay ahead in a competitive market. With a blend of practical case studies and interactive discussions, this session will offer a holistic approach to enhancing financial acumen across all levels of the organization.

Participants will gain invaluable insights to elevate their firm's performance and stay ahead in a competitive market. With a blend of practical case studies, and interactive discussions, this session will offer a holistic approach to enhancing financial acumen across all levels of the organization.

Presenters:
Brian Emposimato, Botkeeper | Nishanth Vimalesh, Botkeeper | Christine Triantos, Infinite Advisors

Walking a Tightrope Between Evolving Technologies and Traditional Accounting Practices (1 CPE)

The accounting profession, known for its meticulous nature in creating balanced transactions, finds itself in an intriguing position — its own balancing act.  Accounting firms must decide whether to use solutions that deliver timely insight and accuracy, or stick with the familiarity of more traditional tools.

Alliance powerhouses Angie Grissom, of Rainmaker Alliance; Mike Maksymiw, of Aprio Firm Alliance; and Geni Whitehouse, of Information Technology Alliance (ITA) will discuss weighing tradeoffs between attention to clients and adopting automation technology.

Presenters:
Angie Grissom, The Rainmaker Companies | Mike Maksymiw,  Aprio Firm Alliance | Geni Whitehouse, ITA

A Peek Into Botkeeper's Machine Learning

Delve into the heart of Botkeeper's cutting-edge machine learning technology with this technical deep dive session. Explore the intricacies of AutoBank Reconciliation and Insights, two features powered by advanced machine learning algorithms.

From preprocessing to model training and deployment, attendees will gain an understanding of how Botkeeper leverages machine learning to revolutionize bank reconciliation processes and uncover actionable insights from financial data.

Presenters:
Jennifer Blackwell, Engineering Manager | Nisthanth Vimalesh, Botkeeper | Brian Emposimato, Botkeeper

Dismantling the Pyramid Scheme (1 CPE)

Technological advancements, changing client expectations, and market dynamics are reshaping the accounting profession, resulting in an environment rife with change and challenge. In these times of upheaval,Chase Birky, CPA at Dark Horse CPAs; Kenji Kuramoto, Acuity; and Tim Petrey, CPA, CGMA at HD Growth Partners have each built a firm model that is not like the other.

Disrupting the traditional accounting firm partnership business model, Chase, Kenji and Tim will describe how they developed and are growing their respective firms. A surprise twist comes from Tim Petrey with his private equity-backed approach that is differentiated from the Top 100 M&A frenzy that people associate with PE.

Learn and understand the reasons behind the need for firm disruption through case studies, discussions, and practical examples, as you gain insights into innovative approaches for restructuring accounting firms.

Presenters:
Chase Birky, Darkhorse CPAs | Kenji Kuramoto, Acquity | Tim Petrey, HD Growth Partners / Ascend

Maximizing Efficiency with Botkeeper Infinite: A Tech-Driven Approach to Streamlining Bookkeeping for Accounting Firms

Join us for an insightful session dedicated to exploring the capabilities of Botkeeper Infinite, a cutting-edge tech-only solution designed to revolutionize bookkeeping processes for accounting firms. Discover best practices, tips, and tricks to leverage the full potential of Botkeeper Infinite, automate tedious tasks, and enhance productivity. From optimizing workflows to addressing common FAQs, this session is tailored to empower accounting professionals with the tools and knowledge needed to elevate their bookkeeping operations and deliver exceptional client service.

Presenters:
Angelina DeLago, Botkeeper | Brian Emposimato, Botkeeper

TECH SOLUTIONS SHOWCASE: LUNCH & LEARN

Discover the latest innovations, products, and services transforming the industry landscape as leading tech solution exhibitors showcase their cutting-edge solutions during a dynamic (and delicious!) lunch session.

Whether you're seeking to streamline processes, enhance client services, or stay ahead of the curve with the latest advancements, this lunch session offers a prime opportunity to get a sneak peek from top technology providers.

Fuel up on great food while feeding your curiosity and expanding your network in a vibrant and interactive setting. Don't miss this chance to discover the future of technology and unlock new possibilities for success in your business.

Innovative Solutions for Accountants: Revenue Growth and Practice Optimization through CAS (1 CPE)

Unlock the full potential of your accounting firm by exploring innovative ways to grow and transform your practice. This comprehensive session delves into the strategic integration of people, process, and technology to optimize your practice.

Learn how to leverage client advisory and tax services to not only enhance your current offerings but also generate new revenue streams and achieve improved profit margins.

Presenters:
Chris Gallo, Creative Planning | Deneen Dias, Trullion | Marianne Fisher,  Avalara

Coming Soon! (1 CPE)

Wondering about the tech solutions you heard from during the lunch introductions, take some time to visit with them before our keynote

Coming Soon! (1 CPE)

The Evolution of the Botkeeper Journey

Join us for an exclusive session with CEO Enrico Palmerino as he takes us on a journey through the evolution of Botkeeper. Discover how Botkeeper Infinite is revolutionizing accounting firms with tech-only and financial insights with the power of Google technology, driving efficiency, accuracy, and growth for businesses worldwide. Explore the milestones, challenges, and triumphs that have shaped Botkeeper's trajectory and learn about the exciting possibilities that lie ahead.

From pioneering automation solutions to harnessing the latest advancements in artificial intelligence and machine learning, this session offers valuable insights into the future of accounting and technology. Gain a deeper understanding of how Botkeeper is redefining the way firms manage their businesses, empowering them to thrive in an ever-changing landscape.

Don't miss this opportunity to hear directly from Enrico Palmerino and gain insider perspectives on the Botkeeper journey, the transformative potential of Botkeeper Infinite, and the bright future ahead for the accounting profession and technology.

Presenter:
Enrico Palmerino, Botkeeper

"Sunset Soiree"

Indulge in an unforgettable evening of elegance and charm as we gather on the picturesque lawn in the Sonoma Valley Garden for a captivating sunset soiree. Sip on artisanal cocktails and savor a sumptuous dinner featuring the finest flavors and wine of the region, and immerse yourself in the enchanting ambiance of wine country under the stars.

As the sun sets, delight in live entertainment that sets the perfect mood for celebration and camaraderie. Network with industry peers, forge new connections, and simply enjoy a moment of relaxation amidst the beauty of wine country. This event promises an unforgettable experience!

Join us for an evening of sophistication, culinary delights, and entertainment as we toast to your successes, enjoy the magic of Sonoma Wine Country and create memories to last a lifetime.