Join us for a fun day of entertainment with bowling, billiards, shuffleboard, delicious eats, and more! Discover Lucky Strike Denver, the premier entertainment destination for friendly-fun and boutique bowling in Denver, CO. You will enjoy two hours of play with fellow DCPA attendees.

Be sure to sign-up before the cut-off on Wednesday, December 4!

Join fellow DCPA attendees for a matinee performance of this classic production in the gorgeous Ellie Caulkins Opera House! Our group will meet at the Hyatt Regency at the Colorado Convention Center and walk the 3 blocks together to the Opera House. *12:30pm – Depart hotel for Opera House

Be sure to sign-up before the cut-off on Wednesday, December 4!

Check in, grab your badge, and say hello to the DCPA community!

Kick off your Digital CPA experience with an exciting Sunday night welcome reception at Former Saint Craft Kitchen & Taps in the Hyatt Regency! From 5-7pm, early arrivers can enjoy a laid-back evening of networking while catching the Sunday Night Football game. Whether you’re here to connect with peers or just unwind, it’s the perfect way to start the week.

Grab some breakfast to kick off your day right, say hello to fellow professionals, and make some new friends!

If you didn’t check in as an early arrival, now’s the time! Come check in and grab your badge.

NOTE: This workshop is not included in the main conference. Additional $249 fee required during registration. Contact us here [https://www.cpa.com/contact?fo...] with any questions. 

Team members and leadership often have different perspectives regarding remote and hybrid work. In this session, we’ll review findings from the talent and leadership sections of the 2024 Anytime Anywhere Work Survey™ and evaluate similarities and differences in viewpoints. We will also discuss the real questions leaders and team members ask around how to engage in business and professional development in a remote and hybrid environment. 

A couple common questions include:

* How do we impart knowledge if they aren’t there to absorb conversations organically?

* How do we keep team members connecting and building relationships?

* Interns can’t be remote, right?

Learning Objectives:

• Recognize where the perspectives and self-interests of leaders and talent align and diverge when it comes to remote and hybrid work environments, and the impact this has on the firm
• Identify the questions that are likely going unanswered within your firm and explore possible solutions
• Apply the answers to these real questions to drive real business model transformation

NOTE: This workshop is not included in the main conference. Additional $249 fee required during registration. Contact us here [https://www.cpa.com/contact?fo...] with any questions. 

Step into the future of AI for accounting & finance with our Mini-Generative AI Symposium, a preconference workshop designed to immerse you in the latest advancements and practical applications of generative AI. This hands-on session will provide attendees with the knowledge and skills needed to harness the power of AI technology in their practices. 

During this workshop, participants will:

* Discover the latest trends and developments in generative AI, including its potential to transform the accounting industry.   

* Explore real-world use cases that demonstrate how generative AI is being applied to solve complex problems, automate routine tasks, and enhance decision-making processes.

* Learn the art of crafting effective AI prompts to maximize the output quality and relevance of AI-generated content.

* Gain insights into developing and implementing a tailored AI strategy for your firm, including considerations for data privacy, ethical use, and integration with existing systems. 

Our expert speakers will guide you through interactive sessions, providing practical tips and strategies to help you get started with generative AI. Whether you're new to AI or looking to deepen your understanding, this symposium offers a unique opportunity to stay ahead of the curve and leverage emerging technologies to drive innovation and efficiency in your practice. Join us to unlock the potential of generative AI and position your firm at the forefront of technological advancement in the accounting profession.

Learning Objectives:

• Discover the latest trends and developments in generative AI, including its potential to transform the accounting industry.
• Explore real-world use cases that demonstrate how generative AI is being applied to solve complex problems, automate routine tasks, and enhance decision-making processes.
• Learn the art of crafting effective AI prompts to maximize the output quality and relevance of AI-generated content.
• Gain insights into developing and implementing a tailored AI strategy for your firm, including considerations for data privacy, ethical use, and integration with existing systems.

NOTE: This workshop is not included in the main conference. Additional $249 fee required during registration. Contact us here [https://www.cpa.com/contact?fo...] with any questions. 

In an increasingly interconnected world, building an offshore team can be a game-changer for firms looking to create additional capacity and drive growth. 

This preconference workshop provides a comprehensive, step-by-step guide on how to build and manage an offshore team effectively. From initial planning to ongoing management, this session covers everything you need to know to succeed in offshore collaboration. 

Participants will gain insights into:

* Strategy, messaging and US firm readiness

* Identifying the right offshore locations and understanding the legal and regulatory landscape.

* Recruiting and hiring top talent that aligns with your firm’s goals and culture.

* Establishing robust communication channels and protocols to ensure clarity and efficiency.

* Creating a cohesive and inclusive team culture that bridges diverse work styles and cultural differences.

* Utilizing the latest digital tools to enhance remote teamwork and streamline project management.

* Overcoming challenges related to different time zones, languages, and work ethics.     

* Setting up performance metrics and feedback systems to monitor and enhance team productivity. 

Additionally, for firms that prefer not to build an offshore team from scratch, the workshop will explore the option of partnering with service companies. Learn how to evaluate and select the right service providers, understand the terms of engagement, and manage these partnerships to ensure they meet your capacity-building needs. 

Whether you are considering building your own offshore team or partnering with a service company, this workshop provides the essential blueprint to unlock the full potential of offshore collaboration. Join us to transform your approach to international teamwork and drive your organization towards greater success.

Learning Objectives:

• Explore why companies are engaging offshore teams
• Discuss tips for hiring the right offshoring team
• Share practical tips for training and managing an offshore team
• Strategy associated with offshoring

NOTE: This workshop is not included in the main conference. Additional $249 fee required during registration. Contact us here [https://www.cpa.com/contact?fo...] with any questions. 

In today's competitive landscape, the strategic positioning of your CPA firm is crucial before setting any pricing structure. This workshop is designed to provide firm leaders and decision-makers with the tools and insights needed to effectively position their services in the digital age. 

Participants will delve into essential pre-pricing strategies that will not only enhance their firm’s market perception but also optimize their service offerings for better profitability. 

This interactive session will cover key topics including:

* Market Analysis: Understanding the competitive landscape and identifying your firm’s unique value proposition.

* Service Differentiation: Techniques to distinguish your services from competitors and increase perceived value.     

* Client Segmentation: Identifying your ideal client profiles and tailoring your marketing to meet their specific needs.     

* Brand Positioning: Developing a strong brand that resonates with your target market and supports premium pricing strategies. 

Through real-world examples, collaborative discussions, and practical exercises, attendees will gain a comprehensive understanding of the foundational strategies that underpin successful pricing models. Prepare to transform your firm’s approach with strategic insights that precede pricing decisions, ensuring you not only attract the right clients but also enhance your firm’s profitability and growth. 

Who Should Attend: This workshop is ideal for CPA firm owners, partners, and managers who are involved in strategy development and pricing decisions. Whether you’re looking to refine your existing approach or build a new strategy from the ground up, this session will provide valuable insights that can be immediately applied to your business.

Learning Objectives:

• Clear understanding of how strategic positioning influences pricing.
• Enhanced ability to articulate and leverage your firm’s unique strengths.
• Strategies for targeting and attracting the ideal client base.
• Practical tools for building a resilient and profitable pricing strategy.

How we attract and retain talent is facing era-defining changes driven by a reshaped workplace, a dramatic shift in the employee-employer power dynamic, and digital transformation. As a result, firms are forced to adapt and innovate at lightning speed to help their organizations remain competitive. During this Lunch and Learn we will dive into 6 ways to enhance your hiring and onboarding strategies.

Learning Objectives:

• Learn how to attract the right talent
• Discuss techniques to build a strong onboarding plan
• Explore ways to create an environment where new hires can thrive from day one

More small businesses (SMBs) are seeking their accountant's expertise in navigating funding opportunities. As their most trusted advisor, you are ideally positioned to assist. Join us for lunch as we explore how to provide financing advisory services to your SMB clients, enabling them to efficiently secure SBA 7(a) loans, term loans, working capital, and beyond. This not only boosts your firm’s revenue but also creates a lasting positive impact on your clients’ futures.

Learning Objectives:

• Analyze current economic and business trends affecting your clients
• Understand the role of Financing Advisory Services (FAS) and its influence on client relationships and revenue growth
• Develop a strategy and framework to integrate FAS into your firm’s offerings

Eide Bailly's Outsourced Services offer FP&A Advisory to empower clients with business insights to drive impact and reach their fullest potential.

Hear from Jenni Huotari how they achieved this transformation by aligning the building blocks of strategy, people, process, and technology in a Top 25 firm resulting in firm efficiencies and impressive client outcomes that prepare them for the long haul.

Learning Objectives:

• Assess your firm’s maturity state around strategy, people, process, and technology for delivering FP&A and Business Insights Advisory
• Contrast the impact of strategic changes in a large, multi-team firm before and after implementing FP&A advisory
• Formulate a tailored framework to elevate Business Insights Advisory services in your own firm

In today’s technology-driven world, it’s easy to fall into the trap of “shiny object syndrome” with the ever-evolving landscape of software and automation capabilities. But real transformation requires a focused approach. This session will equip you with the strategies to build a high-impact automation roadmap tailored to your firm and your processes. You’ll learn how to avoid overwhelming tech stacks, create a sustainable culture of automation, and prioritize tools that truly align with your firm’s complex needs—empowering your team to work smarter, not harder. By the end of this session, you’ll have a blueprint for driving efficiency, fostering innovation, and setting a solid foundation for ongoing automation success in your firm.

Learning Objectives:

• Learn to assess your firm’s processes to pinpoint the areas where automation can deliver the greatest impact, helping you avoid unnecessary tools.
• Gain practical strategies to design an automation roadmap tailored to your firm’s complex needs, emphasizing sustainable growth and gradual adoption over quick-fix solutions.
• Understand how to create a firm-wide culture that embraces automation, balancing human expertise with technology to drive continuous improvement.

Get the latest trends and developments on the state of AI x Accounting. In this Lunch & Learn, we will discuss what AI can do and, equally important, what it cannot do. After covering the basics, we will dive into a two-way conversation on the ways AI can be leveraged to improve your accounting operations and client delivery service. We will break down various vendors - those that use AI to disrupt accountants vs those that us AI to empower accountants. Truewind is a new AI-native accounting solution, founded on the heels of ChatGPT, designed uniquely for accountants to better their lives and workflows. 

Learning Objectives:

• Determine the difference between technology solutions that disrupt vs empower accountants
• Identify tangible applications of AI to better accounting operations and client delivery service

In a rapidly changing business landscape, the pathway to the future of the profession is being paved by those who are looking ahead—evolving and innovating across practice areas to deliver higher value advisory services to clients. In this keynote session, Erik Asgeirsson, CPA.com president and CEO, will lead a discussion with AICPA president and CEO Barry Melancon and other practice and technology visionaries on the state of the profession and how firms are embracing transformative technologies, business strategies and services to capitalize on new possibilities so they can continue to thrive now and into the future.

Learning Objectives:

• Identify key trends driving the shift toward deeper-level advisory services and transformation of practice areas such as client advisory services (CAS) and audit.
• Recognize the strategic imperatives of adopting new technologies such as GenAI and embracing new business models to enable firmwide evolution.

Now’s your chance to take a breather—sit back, relax, or explore the hotel. While you're at it, don’t forget to check out the exhibitors in the resource center and strike up a conversation with fellow attendees.

Ever heard the statement, “They are absolutely amazing at their job, but very difficult to work with!” Or, “They are a technical genius in all they do, but everyone is scared to talk to them and they don’t transfer knowledge.” These statements are a plague to any organization and especially a modern accounting firm. For too many years, organizations have enabled a high amount of workplace drama in exchange for someone that is a high performer. Today’s organizations are calling for more teamwork in serving our clients. More willingness to be flexible and support each other. High drama can no longer be tolerated in exchange for high performance at work, it becomes too costly in the long run. So how do you start the conversation around drama in the workplace and especially the cost it has when a high-performer is creating it? This is where the New Employee Value Equation comes in that is outlined in this program. In this session, you will learn a ground-breaking new formula that outlines the true value that someone brings to the workplace and how to measure it accurately. This new metric goes beyond performance to include someone’s future potential in their career as well as their emotional expensiveness or drama quotient. Just as the clients we serve, there are revenues and expenses the value a worker adds to their firm is the same – what you add as far as your performance and potential and what you take away when it comes to your level of drama. This session will provide you a practical way to start that conversation and ensure that your top performers are also low drama at work.

Learning Objectives:

• Learn the New Employee Value Equation metric and how it accurately measures someone’s current performance, future potential and drama level
• A self-assessment tool to calculate the new value of each employee in your firm
• Gain fluency in tangible tools and ideas to reduce drama in each member of your team

This roundtable experience takes Alex's keynote to the next level by allowing participants to complete their own Employee Value Equation self-assessment. This ground-breaking leadership research and tool allows leaders to start conversations about the importance of high-performers contributing to teams in a way that is also low-drama. Alex shares advance coaching techniques as to how to use the tool to coach a high-performer that may be unknowingly high in drama or the dreaded technical genius that resists change and withholds information or knowledge that would support the growth of your firm as a whole. Participants will learn proven use-cases and coaching skills to build more accountability within their teams through the tool and how to start conversations for growth and development across their firm.

IN THIS ROUNDTABLE DISCUSSION, PARTICIPANTS WILL: - Complete the Employee Value Equation Self-Assessment and learn the true cost of emotional expensiveness and drama to a firm's culture and bottom line - Learn advance coaching techniques for how to use the self-assessment as a leadership coaching tool to improve performance and increase readiness for change - Create an action plan to boost their value they add in their career as well as the contributions of their teams

Learning Objectives:

• Complete the Employee Value Equation Self-Assessment and learn the true cost of emotional expensiveness and drama to a firm's culture and bottom line
• Learn advance coaching techniques for how to use the self-assessment as a leadership coaching tool to improve performance and increase readiness for change
• Create an action plan to boost their value they add in their career as well as the contributions of their teams

Join us Monday evening for a connected experience in the Resource Center at Digital CPA! Enjoy delicious food and drinks while exploring the latest innovative tech solutions on display. Don’t miss the chance to grab some headphones and immerse yourself in demos at our state-of-the-art tech theater. This is also a great opportunity to network with peers and dive into the hot topics shaping this year’s event. It’s the perfect blend of cutting-edge technology and valuable connections!

Lace up your shoes and join Jennifer Wilson and Samantha Mansfield of ConvergenceCoaching®, LLC for a morning walk or run at DCPA24! Meet us in the Hyatt Regency lobby December 10th at 5:55am for a 6:00am start time. The walk/run will be ~4 miles or approximately 45-50 minutes – it will be an “out and back” so you decide your own distance and pace (be prepared for a slower pace due to altitude). All are welcome for this fun opportunity to exercise and connect with other DCPA Community Members. Walkers/Runners should prepare to walk/run at a slower pace due to altitude. Be sure to bring your water and dress for the weather, which could require gloves or a hat at the start. See you at 5:55am on the 10th!

Fuel up with some delicious breakfast and fresh connections.

Make sure to check in if you haven't yet, get settled, and gear up for an exciting, innovation-packed day ahead.

AI is not just a technological innovation—it’s fundamentally reshaping how work gets done. This keynote covers the rapid evolution of generative AI, its current capabilities, and the profound shift it is driving toward AI-first business strategies. Attendees will gain insights into the foundational elements of adapting to this new era, including how AI impacts people, processes, and products, plus some practical considerations for staying ahead in a rapidly changing landscape. The session will be followed by a live Q&A, so bring your questions and join the conversation.

Learning Objectives:

• Understand the transformative impact of AI: explore how generative AI is driving changes not just in technology but in the very nature of work across industries
• Define the core components of an AI-First Business: learn key elements required to successfully transition to an AI-first strategy, with a focus on people, processes, and products
• Navigate the market shift toward AI-First innovation: gain actionable insights into how organizations are leveraging AI to reimagine their operations and maintain a competitive edge
• Live Q&A: clarify concepts, address concerns, and discuss real-world applications of AI in diverse business contexts

In a time when many traditional services have become commodity offerings, becoming our clients Business Insights/Trusted Advisor is not only a way to provide higher-valued services and create greater client stickiness, but it also repackages a commodity service to one that you uniquely offer. Businesses everywhere are asking new questions; instead of "how profitable are we," questions focus more on "what can we do to continue to be profitable into the future." This session centers on augmenting and/or refining the skills required to effectively deliver these future focused facilitative/advisory services. Here are some of the topics we will cover:

Learning Objectives:

• Learning how to move back and forth between being an Expert to an Advisor,
• How to ask the questions that motivate the client to share what keeps them awake at night, or what inspires them to dream at night,
• Understanding how to act in the role of your client’s general contractor, and
• Believing that the scarcity skill set in this offering is not in the ability to solve problems, but rather, being able to identifying and prioritizing them.

Elevate your practice with a proactive approach to tax advisory services, extending beyond traditional tax compliance and planning. Discover how the spectrum of services, from pure tax advisory to integrated financial planning, can be tailored to the unique needs of both business and individual clients. Understand the blurred lines between business and personal tax planning for business owners and master strategies to communicate the value of these services. Leverage your position as a trusted advisor as you assemble a team of professionals to enhance client relationships, grow lifetime client value, and unlock new revenue opportunities. Join us to transform your tax services and drive your firm's success.

Learning Objectives:

• Discover the unrewarded value you already provide your clients
• Identify the range of services that tax advisory can include and how it relates to integrated financial planning
• Learn how to communicate the benefit of tax advisory services to your clients
• Understand how the lifetime value of a client can help your grow your firm

Emerging technologies and the pervasiveness of AI have enabled a higher quality, more efficient audit and changed the landscape of audit transformation. Join industry experts to discuss existing and emerging technologies and how they’re shaping the future of the financial audit.

Learning Objectives:

• Identify new and existing technologies in the financial audit
• Recognize how emerging technologies support audit transformation
• Identify technology options that may benefit your firm

As firms pivot to a remote and cross-office environment, their learning methodologies must adapt as well. Learning in a hybrid environment requires more planned, purposeful interactions. The good news is that deliberate investments in learning will accelerate growth and development, surpassing results from the traditional in-person paradigm. Leave this session ready to embrace a hybrid learning environment and see your team members blossom!

Learning Objectives:

• Master the dynamics of hybrid ecosystems
• Develop strategies for adapting learning methodologies
• Foster a culture of continuous learning

Join us for an insightful session with client advisory services (CAS) practice leaders as they share the practice transformation journey they currently are on. We will delve into the common obstacles firms face when defining and implementing CAS within their business models. In this comprehensive session, we will explore the intricacies of CAS, demystify its challenges, and arm you with effective strategies to overcome these hurdles. 

Whether you are contemplating the introduction of CAS to your portfolio or looking to refine your existing services, this session is designed to equip you with the knowledge and tools to navigate the landscape of CAS confidently. 

Key Takeaways:

* Identification of common barriers to CAS implementation, from lack of understanding and client resistance to technology integration issues.

* Practical strategies to address and overcome these barriers, paving the way for successful CAS adoption in your firm.

* Insights on how to communicate the value of CAS to clients, facilitating smoother transitions and buy-in.

* Tools and technologies that can streamline the CAS offering for efficiency and scalability.

Learning Objectives:

• Recognize common barriers to implementing CAS as a service line within your firm, from articulating the opportunity and internal resistance to selling to clients and technology integration.
• Formulate practical strategies to address barriers and create a CAS adoption roadmap.
• Gain an understanding of the tools and technologies that support the typical CAS service line’s efficiency and lead to scalable growth.

As the profession continues to contend with a talent shortage, offshoring is increasingly employed as a way to bridge the gap. In this session, we’ll discuss the various offshoring model options and questions around hiring, training, security considerations, and standardization of procedures.

Learning Objectives:

• Recognize the strategic imperatives of adopting different staffing models
• Identify the benefits of offshoring including cost efficiencies and specialized skills that offshore team members can bring
• Recall best practices for ensuring confidentiality and data security when working with offshore teams

Explore strategies and best practices for fostering growth within your CPA firm. Discover how cross-selling between different practices can unlock new revenue streams while deepening client relationships. Learn to identify true client value and untapped opportunities through a data-driven, holistic understanding of your clients' needs. We'll also delve into the crucial role of internal communications, demonstrating how transparent and cohesive messaging can lead to seamless collaboration and a unified approach to business development. Whether you're a partner, manager, or staff, this session will provide actionable insights and strategies to enhance your firm's internal growth potential.

Learning Objectives:

• Strategy to uncover additional value in your clients
• Tools to hold meaningful conversations with your clients
• Increased collaboration between your various practitioners and service lines

Join us for a focused session designed for client advisory services (CAS) leaders, 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. Don't miss this opportunity to unlock new avenues for growth and success in CAS through an effective HR advisory firm strategy.

Learning Objectives:

• Review effective HR advisory offerings and strategies
• Gain actionable HR insights to enhance your CAS practice

This session will delve into the strategic aspects of launching an FP&A advisory practice. Gain valuable insights and practical guidance on staffing, packaging and pricing, and the key factors in identifying your ideal customer profile. This session will equip you with the knowledge to effectively position your FP&A services in the market.

Learning Objectives:

• Assess your firm's maturity state around people, process, and technology for Business Insights Advisory
• Formulate a business plan that sets realistic short, mid, and long-term goals for Business Insights Advisory
• Evaluate your go-to-market strategy by defining your ideal customer profile (ICP) and developing a FP&A price and packaging structure that maximizes your Business Insights Advisory profitability
• Contrast your Financial Insights and Business Insights Advisory services to develop a holistic plan and set of services that optimizes your customer journey

Take a break and make the most of it—now’s the perfect time to visit exhibitors, explore new solutions, and network with peers.

Explore the impact of AI on CAS and how it's setting the stage for a new era in accounting and advisory. This session will focus on AI and CAS, highlighting practical use cases and discussing the nuances of change management related to implementing AI technology. From process to staffing to client experience, there are numerous considerations tied to developing an AI-augmented CAS practice. Learn, not only how CAS practices are leveraging AI to create efficiencies and add value today, but also how CAS practices could be operating in a future AI-augmented world.

Learning Objectives:

• Identify key areas within CAS where AI is currently being applied to create efficiencies and add value, and understand how these applications align with industry standards and best practices.
• Evaluate strategies for effective change management, including staff training, process adjustments, and client communication, to ensure a smooth transition to AI-augmented services.
• Assess the evolving skillsets required in a CAS practice as AI is integrated, and understand the implications for hiring, training, and role restructuring.

New technology is not a threat to your tax practice, but an opportunity to enhance your efficiency, accuracy, and value. In this session, you will learn how to embrace AI as a powerful tool that can complement your human expertise and help you solve complex tax problems. You will also discover how to evaluate the quality and reliability of different AI solutions and how to integrate them into your existing workflows and systems. Whether you want to automate repetitive tasks, improve data analysis, or generate new insights, this session will show you how to take a deep breath and make the most of new technology for your tax practice.

Learning Objectives:

• Recognize AI's impact on tax compliance and advisory
• Identify how your firm can use AI to add more value to clients

Generating revenue is nonnegotiable for ensuring financial stability, pursuing merger and acquisition opportunities, and building resilience against the ever-increasing pace of change. It’s also a requirement to achieve individual advancement and firm growth. Fortunately, many growth opportunities in the accounting profession are based on referral business. However, as more and more clients seek greater value proposition and different types of services, problem solving, and sales acumen are needed now more than ever. Yet, the idea of selling can evoke discomfort and anxiety - often conjuring images of pushy tactics and relentless pitches. On the contrary, selling is not about client manipulation, but rather about solving problems and meeting needs. What if we reframe sales as an act of problem-solving? 

Join this insightful session to reinforce your client engagement approach and/or learn how to enhance your growth strategies to:

* Change the perception of sales from a pushy, uncomfortable task to a valuable service that meets both client needs and internal revenue goals.

* Learn techniques to identify and understand the pain points of clients.

* Equip attendees with strategies to increase stickiness with clients, handle common objections and concerns while serving as a trusted advisor.

Learning Objectives:

• Recognize how to change the perception of sales from a pushy, uncomfortable task to a valuable service that meets both client needs and internal revenue goals.
• Learn techniques to identify and understand the pain points of clients.
• Equip attendees with strategies to increase stickiness with clients, handle common objections and concerns while serving as a trusted advisor.

In this course, we will explore real-world scenarios related to assessing potential conflicts of interest and high-risk clients. Attendees will learn about key red flags to look out for when evaluating such situations and how to create internal controls to proactively respond to such professional liability and ethical concerns.

Learning Objectives:

• Analyze Conflict Situations: Participants will learn how to identify and manage conflicts of interest in various professional service contexts.
• Evaluate Risk Factors: Participants will assess risk factors associated with high-risk clients and how to develop strategies to effectively mitigate their liability exposure.
• Develop Risk Adverse & Ethical Decision-Making Skills: Participants will enhance their ability to set quality control standards in order to make informed decisions when faced with conflicts of interest or high-risk situations.

Growing demand for CAS and talent pipeline challenges are leading to further innovation in how practice leaders are organizing their teams and developing their skills. Career pathways are not as linear in nature and the prioritization of skill development is evolving. In this session, we will discuss how to analyze the skills needed to fulfill the services you want to provide, and how to foster a learning environment that enables talent to be prepared.

Learning Objectives:

• Recognize the roles and responsibilities CAS talent are replacing in their clients’ accounting and finance teams, and what knowledge and skillsets need to be developed
• Identify when technical and non-technical skills are needed to redesign the organization structure to create capacity for those with specialized accounting knowledge and incorporate talent with exceptional soft skills (organization, client service, etc.)
• List learning and development options for technical accounting knowledge used by accounting professionals that work in business and industry
• Recall experiential methods of learning and development to effectively develop the soft and technical skills of your most valued asset, talent

Enjoy good food and great company as you discuss insights, highlights, and takeaways from the event.

Join these CAS leaders from a variety of firms and practices as they share the specific metrics that have been most impactful and useful to their practice and firms…and those that haven’t. Afterwards you will then be broken into small discussion groups to share your own metrics and discuss your metric related strategies and challenges with your peers.

Learning Objectives:

• Identify Key Metrics: Participants will be able to identify specific metrics that have been most impactful and useful in driving success within CAS practices.
• Evaluate Metric Effectiveness: Participants will evaluate the effectiveness of various metrics shared by CAS leaders, understanding which metrics have proven less effective and why.
• Develop Metric Strategies: Participants will collaborate in small groups to develop strategies for implementing and refining metrics within their own practices, drawing on peer insights and shared experiences.
• Address Metric Challenges: Participants will discuss common challenges related to metric implementation and management, and propose solutions to overcome these challenges in their CAS practices.

The 2024 CAS Benchmark Survey shows impressive continued practice growth, but it is clear that there continues to be much opportunity for firms along the spectrum of client advisory services. This session will use the results of the survey to describe seven insights about CAS, and offer firm's specific actions to use the survey data to move their practices long the CAS journey.

Learning Objectives:

• Understand the limits of survey methodology and uses of benchmark survey data
• Compare your firm’s CAS data to the 2024 CAS Benchmark Survey data to celebrate successes and find opportunities for growth and change
• Compare your firm’s CAS data to the 2024 CAS Benchmark Survey data to celebrate successes and find opportunities for growth and change

Advances in technology have created capacity for a more efficient, effective, and higher quality financial statement audit at a time when increasing expectations from clients and staff have pushed firms to evolve and modernize their audit practice. Join our session for a deep dive on the latest in audit technology, including a live look into the Dynamic Audit Solution.

Learning Objectives:

• Identify new technologies that are available for financial statement audits
• Recognize how advances in technology have created opportunities for firms to modernize their audit practice

This session explores the idea that innovation encompasses more than just technological advancements. While technology plays a significant role, true innovation involves examining our marketing (including pricing), positioning, culture, and the language we use. This session is designed for those ready to embrace deep, transformative thinking and elevate their approach to innovation. If you are prepared to challenge conventional thinking and drive meaningful change beyond simply adopting the latest technology, this session is for you.

Learning Objectives:

• Determine where you are on the Progression of Economic Value
• Recognize that design and customer experience are crucial components of innovation
• Identify the language to use to change your conversations and culture

In our rapidly evolving digital world, cybersecurity faces unprecedented challenges. This session explores the most significant cyber threats of the past year, such as advanced ransomware attacks, AI-driven intrusions, and the exploitation of emerging technologies. 

Key topics include: 

• The surge in ransomware and latest techniques. 

• The dual role of AI in cyberattacks and defense. 

• Emerging security challenges. 

• The effects of state-sponsored cyber warfare and espionage. 

Attendees will gain insights into future cyber threat trends, learn strategies to mitigate risks, and enhance their cybersecurity posture. Join us to stay ahead in the ever-changing cybersecurity landscape and prepare your firm for tomorrow's threats.

Learning Objectives:

• Gain insights into future cyber threat trends
• Learn strategies to mitigate risks
• Enhance cybersecurity posture

Take a refreshing afternoon break to recharge before your next session.

Packaging and marketing your firm’s CAS offerings are crucial elements for your growth strategy, as they can influence your firm image, client perception, and practice area performance. Questions to ask yourself - have you defined your CAS practice value proposition? How do you market your services to attract and retain your ideal clients? Learn how to create and communicate your value to internal stakeholders and clients to achieve your firm's growth goals and the essentials of growth hacking.

Learning Objectives:

• Describe the importance of packaging and marketing CAS offerings as key elements of a growth strategy.
• Identify the key components of a compelling CAS value proposition
• Analyze effective marketing strategies to attract and retain ideal clients for CAS services.
• Create a plan to communicate the value of CAS offerings to internal stakeholders, clients and prospects.

Building the right tech stack for your Client Advisory Services (CAS) practice can make a huge difference in how smoothly your firm operates and how effectively you serve clients. In this session, we’ll break down a variety of key tools you need to run a more efficient and collaborative CAS practice. You'll leave with practical tips on choosing and integrating tools that fit your firm’s unique needs and help you deliver timely, valuable insights to your clients.

Learning Objectives:

• Discover the essential tools every firm needs in their CAS tech stack and learn how to pick the best ones for your practice.
• Get actionable strategies for connecting and automating your tech tools to save time and improve the client experience.

Whether marketing and pricing services comes natural to you or not – we know that this is a mix of art and science. In this session we will dig into practical methods of creating the right tax advisory services – ones that fit your clients’ needs and your firms skill set. The right services for your clients will lead to a more natural engagement process, where your confidence to deliver will remain high.

Learning Objectives:

• Describe methods of identifying needs in their client base
• Classify tax advisory opportunities into appropriate buckets for pricing
• Structure advisory services for efficient execution

Join us for an engaging and insightful presentation on "Aligning Tech Strategy with Business Strategy," where you'll discover the secrets to driving unparalleled organizational success through strategic alignment. In today’s fast-paced digital landscape, it is imperative that technology and business strategies work hand in hand to achieve operational excellence and sustainable growth. 

This session will delve into the critical importance of this alignment, highlighting how it can bolster your competitive edge, enhance operational efficiency, and fuel business innovation. Don't miss the opportunity to gain actionable insights and practical knowledge from real-world case studies that showcase the profound impact of technology and business strategy alignment. 

Through this session, you will learn the key steps and best practices needed to bridge the gap between your tech initiatives and business objectives. Engage with industry experts and thought leaders and walk away with a clear roadmap to harness the full potential of your technology investments.

Learning Objectives:

• Participants will be able to articulate why it is critical for organizations to align their technology strategy with their overall business strategy
• Participants will be able to identify and describe the key steps and best practices involved in effectively aligning technology initiatives with business objectives
• Participants will be able to evaluate and discuss real-world case studies where successful alignment of technology strategy with business strategy led to measurable improvements in business outcomes

In an era of constant transformation, the ability to effectively manage and measure change is critical for organizational success. This session provides participants with the knowledge and tools needed to assess the effectiveness of their change management initiatives through both Key Performance Indicators (KPIs) and Key Behavior Indicators (KBIs). Attendees will explore how performance management strategies can drive successful change and learn how to leverage technology and dashboards to enhance transparency and decision-making. The session will also cover strategies for continuous improvement, enabling organizations to adapt and refine their approaches as needed.

Learning Objectives:

• Identify Key Performance Indicators (KPIs) and Key Behavior Indicators (KBIs) essential for evaluating the success of change management initiatives.
• Utilize performance management strategies to assess and drive the effectiveness of change initiatives in alignment with organizational goals.
• Implement technology solutions, including dashboards, to increase transparency and provide real-time insights into change management progress.
• Develop strategies for continuous monitoring and improvement of change management efforts, leveraging performance data to ensure long-term success.

After a day of hearing about technologies, innovations, and leadership strategies, join us in the Centennial Ballroom and participate in peer driven and directed discussion groups. Select a topic of interest (topics TBA) and explore the application and impact in your organization in the coming months and years. The Digital CPA community is about anticipating future trends, planning accordingly and collaborating with one another.

Learning Objectives:

• Identify techniques and strategies on topics of your choosing
• Identify opportunities and threats impacting the accounting profession
• Address specific challenges you and your firm are currently facing

Join us for an unforgettable evening at the stunning Ellie Caulkins Opera House! Indulge in a selection of delicious food, sip on handcrafted cocktails, and enjoy the enchanting atmosphere as a live band sets the tone for a lively reception. Adding to the magic, Nutcracker performers will bring a festive and whimsical touch to the night. This is the perfect opportunity to mingle, unwind, and experience a touch of holiday charm in one of Denver’s most iconic venues.

It’s our last breakfast together! Enjoy some great food and take a moment to catch up with all your new connections. It’s the perfect time to exchange info and solidify those valuable relationships before we wrap up the event.

It’s the final day of the conference! If you haven’t checked in yet, please do so and prepare yourself for the last day of innovative insights and groundbreaking sessions.

Live from Digital CPA, the award-winning AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession.

Learning Objectives:

• Recognize the most pressing issues and latest news facing the profession
• Recall the fundamentals of various programs/tax provisions and recent AICPA recommendations
• Identify the most recent key issues and technical analysis

During this session we will explore the benefits and trade offs of focusing your practice, including your marketing and messaging, around more narrow and specific industry niches and client types.  

The speakers will provide an overview of the niches they are currently serving, some of the benefits and challenges that they have encountered and a few steps to take to adopt a niche strategy for your firm.

Learning Objectives:

• Recognize the challenges for potential clients and staff of providing too broad or a general service offering
• Indicate key benefits of selecting specific niches that work for your organization
• Identify potential steps to take in narrowing your business practice focus
• Identify the potential risks or concerns organizations face when narrowing to fewer niches

SALT compliance is a multifaceted and dynamic issue, and often clients fail to grasp the complexity of the situation. This can lead to unexpected financial outcomes resulting from audits. In this session, we will explore how CAS practices of all sizes can help clients overcome SALT challenges and optimize technology and processes as part of the solution. We will focus on creating value and sharing practical applications for a more strategic and proactive approach with clients. You will leave this session with a better understanding of the relationship between CAS and SALT and basic best practices for moving forward.

Learning Objectives:

• Determine the complex nature of State and Local Taxes (SALT) and the necessity of offering high-quality SALT advisory services to clients
• Identify strategies for CAS practices to assist clients in navigating SALT challenges, utilizing technology and optimized processes to mitigate compliance risks and improve audit outcomes.
• Apply best practices for a proactive and strategic approach to SALT compliance within CAS practices, focusing on creating client value through practical solutions and enhanced compliance management.

Are you ready to embark on the audit transformation journey? Or, perhaps you are just ready for the transformation to be complete! The process between current state to future state doesn't have to be scary. In this session we will go over key change management techniques and methods to help: position you for the initiation of the transformation, leverage current activity, pivot as the transformation progresses, and communicate with clarity as milestones are reached.

Learning Objectives:

• Understand the role of a communication plan through a transformation project
• How to identify inertia opportunities to move a transformation project forward
• Create the structure so the transformation leader is not the bottle neck in the transformation process

Hear from expert practitioner and CEO of One Stop CPA, Brian Davis, along with Chris Cromer, Director of Operations at CPA.com, and Mario Ogu, Lead Marketing Manager at CPA.com, as they discuss the technologies available to position yourself as a progressive firm for client and talent retention. They'll discuss how to position yourself as a tech-forward firm and tools you can use to create efficiencies, market yourself more effectively, and create a better experience for staff and clients.

Learning Objectives:

• Identify key technologies that can be leveraged to position a CPA firm as a progressive and tech-forward organization.
• Recognize tools and methods for effectively marketing a CPA firm by integrating modern technology solutions.
• Analyze strategies for utilizing technology to improve client and staff experiences within a firm.

Advisory services that CPA firms deliver in today's environment need to empower clients through business and digital transformations with actionable insights driven by technology. An effective partnership between advisor and client will foster continuous dialogue and strategic decision-making that enhances value to the client and profitability for the CPA firm. Through a panel discussion with a leading Top 50 firm advisory leader and a mid-market CFO, this session will explore the vital relationship between a strategic business advisor and their client, founded on mutual trust and a deep understanding of business objectives. Gain firsthand perspectives on cultivating successful advisory relationships that drive exceptional outcomes and discover strategies that can amplify your firm's advisory impact.

Learning Objectives:

• Identify key components of effective advisory relationships
• Apply insights from experienced leaders to enhance your own client relationships
• Analyze and implement a managed service delivery model for technology-driven business insights
• Develop strategies to deliver holistic advisory to guide clients through digital transformation

Take a moment to relax during our final break of the conference. This is your chance to unwind, grab a quick snack, and tackle any bucket list items before you leave the conference!

In this session we'll explore the practical sides of utilizing the various A.I. tools on the marketplace to accomplish scalability within your firm. We'll provide examples of writing prompts, data reorganization, customizing communications at scale in both text and video, built-in tools of various software applications and more. The goal is to explore new features that you may want to implement in your practice or better use the ones you already have to solve capacity limitations.

Learning Objectives:

• Identify the key AI tools available in the marketplace that can enhance scalability within a firm.
• Demonstrate the application of AI tools by developing effective prompts for automation.
• Evaluate the potential of new AI features and existing tools for implementation.

The art of building and scaling a CAS 2.0 practice. Learn from two CAS leaders that have failed forward and now have successful continuously evolving CAS 2.0 practices. Join this interactive session with Jody and Kane as they involve the audience in their discussion about what they have learned and the obstacles they have overcome in their journey as CAS leaders.

Learning Objectives:

• Identify key strategies for building a successful Client Accounting Services (CAS) practice by analyzing real-world examples from industry leaders who have navigated the challenges of establishing and growing their practices.
• Evaluate common obstacles and setbacks in scaling a CAS practice and learn practical approaches to overcome them based on the experiences of two CAS leaders.
• Apply best practices for continuous improvement and adaptation within a CAS practice by engaging in interactive discussions and learning from the evolving journeys of seasoned CAS professionals.

As technology advances occur more rapidly and staffing challenges are pervasive, many businesses, and specifically many SMBs (small and medium-sized businesses) are looking for outsourced support for their financial operations. We know CAS practices have always played a vital role in ensuring success for their clients' financial operations, but even more so today as opportunities and risk abound in a new era in technology. 

This session will focus on how CAS practices can identify areas for improvement in their SMB clients' financial operations and evaluate appropriate and sustainable solutions. We'll look at practical ways for firms to position themselves and their services around the pain points that SMB businesses are experiencing today.

Learning Objectives:

• Identify Key Financial Pain Points in SMB Operations: Understand common financial challenges faced by SMBs, such as cash flow management, expense tracking, and compliance issues, and learn to perform comprehensive financial assessments to pinpoint areas requiring improvement.
• Leverage Technology to Enhance Financial Efficiency: Explore advanced technological solutions and tools that can streamline financial operations for SMB clients, and evaluate the integration of automation and AI-driven technologies to reduce manual processes and increase accuracy.
• Develop Sustainable Financial Solutions: Assess and implement sustainable financial strategies tailored to the unique needs of SMB clients, while understanding the importance of scalability and adaptability in financial solutions to support long-term business growth.

In today’s competitive landscape, technical proficiency alone won’t set your firm apart. Clients expect more than just competent work—they expect a seamless, engaging journey that prioritizes their needs at every touchpoint. This session explores how to cultivate a mindset that keeps the client experience at the forefront, transforming satisfied customers into loyal advocates. By focusing on every stage of the client journey, you’ll learn how to deliver a world-class experience that not only enhances client satisfaction but also reduces attrition and drives sustainable growth.

Learning Objectives:

• Analyze the key stages of the client journey and identify opportunities to enhance the client experience at each stage.
• Develop strategies to proactively address client needs and expectations, leading to increased client loyalty and retention.
• Discover client experience best practices that differentiate your firm from competitors and foster long-term client relationships.

Join us in 'Revolutionizing CPA Billing' to explore the firsthand transformational journey of two firms that successfully shifted from traditional hourly billing to a subscription-based model in 2024. This session provides a unique opportunity to learn from their real-world experiences, challenges, and achievements. Discover the practicalities of transitioning, from drafting engaging letters and setting up efficient recurring billing to managing conversion rates and effectively communicating this substantial shift to existing clients.

Learning Objectives:

• Gain insights into the internal adjustments required during this change, including strategies for accounting for subscription revenues and developing new Key Performance Indicators (KPIs) for staff.
• This presentation offers invaluable perspectives for CPAs who are considering or curious about modernizing their billing practices to enhance client relationships and drive firm efficiency through a proven, innovative approach.

If you’ve ever found yourself facing resistance to your ideas – you’re not alone. Even when we have a great idea that will affect enormous change, we don’t always get the reaction – or action – we’re hoping for.

That’s because we spend the majority of our energy making our ideas and changes more compelling, more interesting, more attractive — pouring on the fuel — that we rarely discover the frictions that are working against us, and all humans have them

In this interactive session, join 2x TEDx and Global Keynote Speaker, Author, and Workplace Performance Expert, Henna Pryor, to uncover and explore the 4 specific reasons why people resist change, and more importantly, concrete strategies to overcome them so we can move our ideas, initiatives, team members, prospects, and mission forward.

Learning Objectives:

• Shift away from problem-solving to a more valuable strategy
• Understand how being the “expert” is hurting your influence instead of helping
• Position your idea from several new angles that increase trust and get the green light you need for people to say yes