Skip to main content

Thursday, September 18, 2025

8:00 AM
(50m)
ENGPS25SS. Next-Gen Solutions, Now: Startup Spotlight & the AI Shaping the Profession’s Future
Michael Cerami

Vice President, Marketing & Business Development

CPA.com

Alex Lee

CEO

Truewind

Leroy Kerry

CEO

Filed.com

Caitlin Lu

Head of Partnerships

Tabs

Georgia Turner

Director of Firm Engagement

Remitian

9:00 AM
(50m)
EST2503P. Estate Tax Bill Update
Robert Keebler

Partner

Keebler and Associates, LLP

10:00 AM
(50m)
NAA2503P. Risk Assessment for QM: Ensuring Compliance and Enhancing Quality
Michael Brand

Member

BMSS, LLC

Greg Jenkins

Ingwersen Professor of Accounting

Auburn University

11:00 AM
(50m)
FIN2503P. Strategic Cash Management
Wendy Fraulo

Managing Director

Abingdon Square Advisors

(50m)
TPR2503P. SOC1 Update
David Palmer

Managing Director

KPMG

12:00 PM
1:00 PM
(50m)
EDG2503P. Conversations to Elevate Your Team to Higher Performance
Sandra Wiley

President

Boomer Consulting, Inc.

(50m)
PFP2502W. How to Secure, Price, and Structure the PFP Engagement
Susan Tillery

President & CEO

Paraklete Financial, Inc.and Financial Planning Advocate, LLC

Thomas Tillery

Vice President / Chief Compliance Officer

Paraklete® Financial, Inc.