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Based on their forthcoming research, Jessica and Rachel challenge the norms of what a CPA firm looks like today and in the future. The session covers firm structures, the lack of business acumen among staff, shifting roles and responsibilities and the marriage of marketing and HR professionals.

As CPA firm deliverables become increasingly automated and compliance services more commoditized, this 50-minute training spotlights the role data science will play in your practice in the immediate and near future. We will learn how to think about data in the language of business (not the languages of accounting and not technology) and to ask the "What if?" questions that will transform your relationships with clients.

The traditional pace of career advancement at accounting and advisory firms is proving unsustainable. Post-pandemic expectations are coinciding with generational approaches to work-life balance and resetting how—and how much—professionals take on at each career stage. Where "yes" was the default response to new development opportunities and career responsibilities, the new default response, while not "no," is "for how long?" or "I need this in return." Audience input will be encouraged and specific examples shared.

For 125 years, charge hours have been the go-to metric for measuring performance at an accounting firm. However, a focus on input hours to measure value created for clients disincentivizes creativity, innovation, and efficiency. In short, superstars are punished for their efficiency with more work.

As an accounting professional, you understand the importance of balancing efficiency and precision. That's precisely where the power of no-code automation comes into play. This session, led by Heather Satterley, is tailored specifically for you. Envision streamlining your daily tasks, improving accuracy, and tailoring solutions to fit your unique accounting needs, all within the bounds of industry standards. No-code automation holds this promise, and Heather is here to guide you in harnessing its full potential.

Achieving an optimum level of growth in your firm requires more than vision. It requires a strong, synergistic team aligned with processes and practices that will keep your firm on track to meet short-and long-term goals.

The shift of public accounting firms, traditionally focused on providing auditing and tax services, into expansive multidisciplinary firms has long raised concerns among investors and regulators.

Accounting firms have been using benchmarking for decades, but are they using the results to understand the drivers that impact each metric? This session will show participants why the RPH is so critical and how it is fueled by the performance of secondary metrics that build a firm's value, culture, sustainability, and marketability.

Immerse yourself in an engaging series of technology-focused presentations, unveiling an array of innovative products and services specifically tailored to enhance your workflows.

The White House has vetoed a bill that would have repealed a measure requiring custodians of crypto assets to count them as liabilities on their balance sheets.