Allan Koltin's keynote will explore the "secret sauce" of the country's fastest growing and most profitable CPA firms.

During this forward-looking presentation, Joe Woodard, Client Accounting and Advisory (CAAS) coach and expert, will prepare your practice to navigate the rapidly changing world of CAAS.

Opening Remarks by Dan Hood, Editor-in-Chief at Accounting Today

This session will identify some of the most important trends and developments that accountants should harness to ensure success in the future, from ESG and remote work, to private equity and artificial intelligence.

Meet the experts shaping the industry, the Arizent Editorial Team, the Advisory Committee, and esteemed conference faculty during this event on the Center Stage of the Floor.

Learn from Zoho's number one partner in the Americas, Zenatta, on how to elevate your business consulting to the next level with a Zoho partnership. 

This panel will look at every aspect of the question, from how to identify the right services to offer and how to package them, to thinking through questions like pricing, staffing, marketing, and more.

It's sort of everything you need to know about succession planning, M and A PE and more.

Building on more than a decade's worth of data from our Best Firms to Work For, this session will explore the top strategies for attracting and retaining staff, covering tried-and-tested methods to develop employees that are engaged for the long-term.

This session will provide ideas on how to manage your firm's many transitions, as well as metrics that build value and create a firm of the future.

Let's examine the role of technology in driving innovation in the accounting profession. We will discuss the benefits of encouraging employees to think outside the box and take risks, and how to create a safe space for trying out new ideas.

For some firms, a wealth management division is a small part of the overall firm. It doesn't have to be that way. For firms of all sizes, wealth management has become a leading source of revenue, new clients and an attraction for top notch talent.

"In this presentation, I share my experience of building and working with teams in India and Mexico and all the mistakes I made along the way! Decide if you are ready for outsourcing and How to find the team that works best with your firm."

Get ahead of the curve and become a champion for AI adoption in your accounting firm. "Building Your AI Roadmap" will provide attendees with an understanding of what artificial intelligence is, and an overview of the rapidly changing AI landscape.

From CAS and cannabis to ESG and NFTs, this panel will sift through the new and emerging service lines that offer the greatest opportunities for accountants, and what it takes to get involved in them.

This session will explore their many options, from outsourcing and offshoring, to automation, rightsizing your client list, and reconfiguring your job descriptions to give more work to non-accountants.

Efficiency is the first benefit of automation – but only the first. This panel will share best practices and new ideas on what and how to automate successfully.

Gain the knowledge needed to identify clients that could benefit from various tax credits and incentives. In addition, we will discuss cost segregation, and help you navigate through all the misinformation about the Employee Retention Credit.

In this interactive session, we will explore the principles of change management and how they can be applied to the accounting profession.

This session is dedicated to the possibility that innovation goes beyond just technological developments. Technology is important, but it is only a small part of innovation.

Presenters will discuss how to shift your accounting practice away from compliance work and focus on advisory services.

In this session, attendees will learn the critical 7-step process to ensure a lasting merger as well as how to navigate and overcome potential roadblocks that invariably will surface during the negotiation process.

This panel will examine how pioneering firms are choosing the right technology, integrating it into their practices, and making sure staff and clients are using it correctly so they can get the most out of it. 

This panel will discuss how compliance work can form the foundation of the value you deliver in your advisory services, and how to leverage data-driven and other insights from tax returns, bookkeeping and more to move your clients forward.

This session will cover how to make sure you're getting the most from your remote workers, while also making sure they feel fully engaged with your firm and its culture.

Assembling the technology is a critical part of building a client advisory services practices, and pioneering firms are rapidly putting together a set of best practices for everything from selecting the right GL packages and the apps to go with them, to automating your processes, and getting your staff and clients onboard.

Join this session to discover the proven system to seamlessly transition clients to your new rates - including legacy clients? The keys to earning more without working more are counter-intuitive.

Environmental, Social, and Governance (ESG) isn't new, but it's increasingly important in the marketplace. Regulations, which already exist internationally and are impending in the US, could have a significant impact on the accounting profession.

I will talk about our success stories and tips and tricks on building a successful practice in this area including pricing and packaging of services around recurring revenue, cross-selling within the firm, and focusing on industry-specific solutions.

In order to grow your business the way you want to, you should maximize the number of ideal clients you have. But, we currently have legacy clients and historical norms to overcome.

Phil Whitman, will share how you can take your firm on a multi-pronged accelerated growth journey. Participants will leave with a roadmap to targeted growth.

This panel will look at how firms can develop a culture of innovation that allows them to make the most of advances in technology. 

This panel discussion will cover a wide range of important factors, from pricing and service bundling, to finding the right clients, staffing the practice, and much more.

A look ahead at how everything from private equity to virtual work, ad hoc partnership and firm networks, gig work and much more will offer a host of new ways to organize accounting work.

This panel will look at where they'll go, and what other new technologies are coming along, and how they'll change the way your firm operates.

Learn how Squire & Company, a 50-year-old firm based in Salt Lake City, has evolved from a hands-on, high-touch firm managing many processes manually to a more efficient technology-driven practice.