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The world is moving from services to subscriptions, access and transformations over deliverables. Advantages: Predictable revenue; creating annuities with a lifetime value exceeding cost to acquire; predict and plan capacity. For clients, provide peace of mind, convenience, recurring value, and a frictionless experience.

PE is adding gas to the already hot accounting firm M&A landscape. This is your opportunity to understand PE's plan, whether it is a fit for your firm, what you would need to do to be PE or M&A ready, and how PE is impacting traditional deals. Gain insight into an activity that is not stopping and is transforming the accounting world.

Learn how The Accounting Lab became a forward-thinking accounting firm that harnessed the power of fully integrated software to revolutionize its financial and advisory services and spearheaded its digital transformation.

Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and CoPilot. If that describes your situation, relax because help is here! Participate in Getting Started With Artificial Intelligence to learn to use today's AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity.

Between inflation and reduced contributions, charities and not-for-profits are being squeezed and need extra help and time to file their Form 990 with the IRS.

As firms transition to delivering more advisory and consultative services, the focus on client experience is more important than ever. As firms struggle to recruit and retain enough quality staff, the focus on employee experience is more important than ever.

Who better to tell firm leaders why it's so hard to recruit and retain young people in accounting than those young people themselves? In this panel, students and entry-level accountants will share what they love -- and hate -- about the profession, what they're looking for in their careers, and the best ways to catch and keep their interest.

Recent changes in legislation have entirely changed what Clean Energy Credits can do for many individuals and business owners. Learn from multiple practicing CPAs and a Harvard law tax attorney how these changes can help you grow your firm.

"The accountant shortage threatens capitalism's future," – reported The Washington Post. So, it's now time to look at an out-of-the-box solution presented by Miles TalentHub - the international CPA talent pool pursuing MS Accounting (STEM) degrees at top US universities, followed by a 3-year work opportunity in the US.

In this keynote session, four well-known experts share their insights on the major issues facing firms, from keeping up with technology and finding the right service mix, to optimizing their client base, finding the talent they need, making the move to advisory services, and much more.