9 - 10:15 a.m. | 2026 Technology Update: Emerging Trends That Matter
Hear a macro level review of the rapidly evolving technology landscape. Delve into the pivotal technology trends reshaping accounting and tax services. Review an array of technologies including cloud computing, big data and data analytics, AI, blockchain technology, digital assets, financial/ERP software, and audit/tax software.
Speaker:
John Higgins, CPA, CITP
10:20 - 11:20 a.m. | From Numbers to Narratives: Mastering Data Analysis for CPAs
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers; they must also serve as insightful interpreters of data. In an era where data is king, become a savvy data analyst with a competitive edge in your field who can make complex data analysis approachable and engaging. Learn the process flow that will take you from collecting data to making insightful decisions and enhance your identity as a forward-thinking accounting professional.
Speaker:
Bryan Smith
11:25 a.m. - 12:40 p.m. | ChatGPT/Google Gemini/Microsoft 365 Copilot Shootout
The generative AI options are vast, however, there are a few clear foundational leaders in the space. Take part in an interactive comparison of three of the leading solutions: ChatGPT, Google Gemini, and Microsoft 365 Copilot, and how they can help you transform your decision-making process. Whether you've already established a solution or you're still exploring, this session will help you to better understand the full range of generative AI capabilities.
Speaker:
John Higgins, CPA, CITP
12:40 - 1 p.m. | Lunch Break
1 - 2:15 p.m. | AI-Powered Excel: Transforming Workflows With Copilot and ChatGPT
Hear a comprehensive overview of how Microsoft Copilot and ChatGPT can transform traditional Excel workflows into dynamic, AI-driven processes, enabling you to accomplish tasks faster, more accurately, and with less manual effort. Whether you're a seasoned Excel user or just beginning your journey, get guidance on the practical applications and best practices to make the most of Copilot's and ChatGPT's capabilities. Through hands-on demonstrations see how each of these tools can save time, improve decision-making, and elevate your analytical skills to new heights.
Speaker:
Bryan Smith
2:20 - 3:25 p.m. | Microsoft 365: Supercharging CPA Productivity
Discover how to unlock the full potential of Microsoft 365. Dive deep into hidden gems that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively. Whether you're looking to enhance collaboration or optimize task management, equip yourself with the knowledge to transform your workflows.
Speaker:
John Higgins, CPA, CITP
3:30 - 4:20 p.m. | AI-Enabled Marketing Strategy for Firms
Explore how you can use AI in practical, high-impact ways to scale and strengthen your firm's marketing strategy. Learn how AI technologies can support content creation, client targeting, campaign optimization, and analytics—while maintaining brand integrity and compliance. Through demonstrations, frameworks, and real-world examples, walk away with a clear roadmap for integrating AI into existing marketing workflows to improve efficiency, consistency, and measurable results.
Speaker:
Gaynor Meilke, MS, CBC, CTC