Agenda

8:00 AM – 8:50 AM
Managing the Risk of Electronic Waste
Examine the data security, regulatory, and liability risks associated with electronic waste and outdated technology assets. We discuss how improper disposal practices can expose sensitive information and increase organizational risk, with a focus on oversight considerations for CPAs and finance professionals. Outline practical steps to identify risk exposure, evaluate disposal practices, and strengthen controls to align with compliance and governance expectations.
Justin Lunning – General Manager, eCycle Opportunities & Director of Technology, Gesher Human Services

9:00 AM – 9:50 AM
Agentic AI in Tax Preparation
Examine how agentic artificial intelligence is helping firms address talent shortages by streamlining document extraction, workpaper preparation, tie-outs, exception review, and tax research. Evaluate key security, privacy, and compliance considerations – including Internal Revenue Code (IRC) Section 7216- and a practical framework for assessing AI vendors.
Michael Cuffle –Forward Deployed Solutions Lead, Byron
Ben Riseberg –Founding Member, Byron

10:00 AM – 10:50 AM
The Future of Tax Workflow: Scaling AI Strategies for Success
Progress in AI is opening doors for accounting firms to operate more efficiently, deliver greater value to clients, and discover new opportunities. In a field where accuracy, accountability, and trust are non-negotiable, understanding the difference between fiduciary-grade AI and general-purpose AI is essential. Drawing on real-world data, industry benchmarks, and a concrete adoption framework, attendees will walk away prepared to evaluate their firm’s AI maturity and chart a purposeful course toward a sustainable AI strategy.
John Hiller –Vice President Product Management, Thomson Reuters

11:00 AM – 11:50 AM
Volume to Value: Precision Hiring in the AI Era
Examine how accounting firms are moving from high-volume recruiting to competency-based hiring as artificial intelligence adoption accelerates. Explore how AI-enabled recruiting tools can improve candidate screening, assessment, and retention forecasting while addressing the competencies that drive long-term success, like critical thinking and professional communication. Leave with strategies to implement a precision hiring approach, establish ethical guardrails for AI use, and evaluate hiring success through performance and retention metrics.
Dr. Lee Rogers – Director of Strategic Research and Insights, CPA Crossings

12:00 PM – 12:50 PM
Growing CAS Without Growing Chaos: Assessing Your Practice for Sustainable Success
Evaluate your client base, billing, staffing, scope and technology to identify low-margin engagements, capacity constraints, staffing misalignment and unpriced work. Examine opportunities to improve profitability and scalability through client segmentation, delegation, standardization, automation and revised pricing models, including fixed-fee conversions and advisory services. Apply your findings to engagement updates and selective offboarding while positioning your client accounting services (CAS) practice for sustainable growth.
Christine Triantos – CoFounder, Infinite Ties
Deneen Dias – CoFounder & CRO, Infinite Ties

12:50 PM
Program Adjourns

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