Sign Up Now Meet with our team
Sign Up Now Meet with our team

Top Firm Meetings 2023

 

Botkeeper invites you to attend a "Top Firm" Meeting for our partner firms! This will be an action-packed day of learning and networking with your peers (in person!) who are also partnering with Botkeeper to grow and scale their outsourced accounting practice. We will have limited space and are requesting firms limit attendees to 1-2 per firm (for now!)

REGISTER TODAY!

 

Oct. 19-20, 2023: San Francisco, CA

Register now
sanfrancisco-ca
 

AGENDA

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  • Breakfast

  • Welcome & Introductions - Why We are Here

  • Evolution of CAAS (1 CPE)

- Common challenges

- Getting a seat at leadership table/firm buy in

- Determining a dedicated CAS Leader

- Focus on internal education

  • Botkeeper - current & future state roadmap

  • Lunch/Networking

  • Botkeeper Best Practices

  • Roundtable Discussion

  • Featured Firm

  • Q&A/wrap up

7:00-8:00 am ET
Registration Opens

Missed yesterday? That's okay, get checked in today!

 
7:30 - 8:30 am ET
Breakfast

Most important meal of the day. After the midnight snack.

 
8:00-8:25 am ET
Welcome
with Enrico Palmerino, CEO Botkeeper
Enrico sets the mood as he kicks off AI Unchained 2023!
8:30-9:20 am ET
What’s New with BOS
With John Barnes/Shriram Bharath
Focus on recently released new features and those coming soon. Take part in a future roadmap discussion/brainstorming session.
9:30-10:20 am ET
Jump onboard with Botkeeper!
Learn about improvements we've made to make the onboarding experience easier for you; scoping tool; concierge tool; launch kit and more!
10:30-11:20 am ET
How to achieve deployment success with botkeeper

Hear about best practices and tips for getting your firm ready to benefit from the Botkeeper platform.
11:30-12:20 pm ET
Using ML & AI Models to Automate
with Shriram Bharath

Shriram discusses how driving pure automation through machine Learning and Artificial Intelligence removes the focus on humans. Learn about Botkeeper technologies and where we see them going.
12:20-1:20 pm ET
Lunch and Learn
TBD

INFO TO COME
1:30-2:20 pm ET
Building a Personal Well Being Strategy
with Lauren Baptiste

Over 81% of individuals have experienced the symptoms of stress and feel overwhelmed. It's never too late to address your well-being. Join us in this session to better understand your stress and create a plan to support yourself. 
2:30 - 3:20 pm ET
Economic Outlook
Speaker TBD
Session description TBD
3:30-4:20 pm ET
Going Darwin: How Self-Evolution is the Key to Future Success
with Bill Sheridan, MACPA

Machines can now do the foundational things upon which our profession was built, and they can do them faster and more accurately than we can. Bill explains how we stay relevant in a world like this.
4:30-5:20 pm ET
The Age of Innovation
with Hap Klopp

Pundits suggest that by 2030 three-quarters of the companies that existed in the year 2000 will be eliminated by digitization, democratization and globalization. Hap explains the evolution of the Digital Revolution, the influence of Silicon Valley, and identify the mega-trends that will create the huge opportunities of the future.
5:30-5:50 pm ET
Thank you for joining us!
with Enrico Palmerino, CEO of Botkeeper
Enrico returns to recap the day and thank you for your participation.
6:00-9:00 pm ET
1950's Night Club Dinner & Show
with John Garret

Time for some fun! This 50's-style nightclub setting will take you back with dinner and drinks, music, and a great comedy show!

  • 6:00 Cocktails start at 6
  • Dinner starts at 7
  • And legendary comedian John Garret joins us at 8!