Agenda

8:00 AM – 8:50 AM
AI in Accounting: Separating Myth from Reality, Theory from Practice
AI is making waves in the accounting world- but how much is hype, and how much is actually reshaping the profession? Uncover what AI really means for your organization and team, bust common myths, and explore practical, real-world use cases. Whether you’re just getting curious or already diving in, you’ll leave with the clarity, tools, and strategies needed to move forward with confidence.
Todd Cooper – Director, Channels, CPA.com
Credits: 1.0 OT

9:00 AM – 9:50 AM
Beyond Bill Pay: The Power of Payment Choice for Your Clients
Today’s payment landscape offers far more than checks and ACH and your clients are looking to you for guidance. Unpack how modern financial operations tools empower firms to help clients choose the right payment methods based on cash flow, vendor needs, and timing. Discover how to elevate your client advisory services by turning payment strategy into a powerful value-add.
Richard Corn – Director of Product Management, Accountant Channel, Bill.com
Ashley Doyen – Senior Manager, CAS Professional Services, CPA.com
Alex Hartzell – Senior Account Executive, Bill.com
Credits: 1.0 OT

10:00 AM – 10:50 AM
The AI Edge: Leveraging Tax Research in Strategic Advisory Services
Generative AI is transforming the tax profession, offering firms new ways to conduct research and deliver high-value guidance. Explore AI tools and the many ways they are powering tax research, enhancing workflows and empowering professionals to provide strategic advisory services.
Tara Cybulski – Director of Partnerships, BlueJTax
Brian N. Davis, CPA – CEO, One Stop CPA
Vishal Thakkar – Sr. Director of Alliance Management, CPA.com
Credits: 1.0 OT

11:00 AM – 11:50 AM
Strategic Automation & AI: Maximizing Efficiency for Accounting Professionals
As accounting technology evolves, understanding the distinct but complementary roles of automation and AI is key to driving firm efficiency. Find out how automation streamlines routine tasks while AI enables smarter decision-making and customized workflows that will allow you to deliver more value.
Katie Hannah – Senior Solutions Consultant, Caseware
Credits: 1.0 OT

12:00 PM – 12:50 PM
Elevating CAS: Crafting a Winning HR Advisory Strategy
Join us as we dive into crafting a dynamic HR advisory firm strategy. From identifying service offerings to staffing and pricing strategies, attendees will gain actionable insights to elevate their firms in the realm of client advisory. Unlock new avenues for growth and success in CAS through an effective HR advisory firm strategy.
Amanda Gee – HR Center of Excellence Talent Enablement Partner, Paychex
Credits: 1.0 OT

12:50 PM
Program Adjournment

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