Agenda

8:00 AM – 8:50 AM
Protecting Your Practice: The New Realities of CPA Mobility and Licensure Compliance
Recent updates to CPA licensure and mobility laws are reshaping practice privileges nationwide, and expanding compliance risks for firms. Examine the latest state accountancy law changes, enforcement trends, and common pitfalls that expose firms to penalties. Explore practical strategies for maintaining compliance across jurisdictions, safeguarding practice rights, and building stronger firm governance processes to adapt to an evolving regulatory environment.
Julia Woislaw – Vice President – Strategic Partnerships & Regulatory Affairs, CPA QualityPro
Credits: 1.0 OT

9:00 AM – 9:50 AM
HR 1 Tax Deduction Opportunities
HR 1 brings major updates to accelerated depreciation, Section 179D deductions, and R&D tax credits. Explore new opportunities and limitations, strategies for applying them through Form 3115, and key tax implications for active versus passive investors.  
Daniel La Roche – National Account Executive, Cost Segregation Services, Inc.
Robert Taylor, MBA – Vice President of Operations, Cost Segregation Services, Inc.
Credits: 1.0 OT

10:00 AM – 10:50 AM
AI and the CPA: Thriving in the Era of Intelligent Work
Artificial Intelligence (AI) is ushering in Industry 5.0 a new era of human – AI collaboration transforming how CPAs deliver value. Learn how tools like ChatGPT and Copilot are reshaping tax, audit, and advisory services to enhance efficiency, accuracy, and client communication. Discover how to prepare your firm for the next wave of intelligent, goal-driven technologies.
Derek Distin – VP Community Leader, Rightworks
Credits: 1.0 OT

11:00 AM – 11:50AM
A CPA’s Guide to Avoiding Trouble
CPAs face increasing scrutiny from clients and regulators. Learn key risk management strategies, jury perspectives on CPA responsibilities, common cybersecurity threats, and real-world claim insights to help you prevent costly mistakes.
Duncan Will, CPA/ABV, CFF, CFE – Loss Prevention Director and Accounting & Auditing Specialist, CAMICO
Credits: 1.0 OT

12:00 PM – 12:50 PM 
AI in Accounting & Taxes: Automating 1040 Preparation
Artificial intelligence is transforming tax preparation by automating up to 90% of the work. We demonstrate how AI streamlines document collection, data extraction, and error checks, allowing CPAs to reduce costs and shift their focus from data entry to client strategy.
Jaideep Singh – CEO & Co-Founder, FlyFin AI
Credits: 1.0 OT

12:50 PM
Program Adjourns

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