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Wednesday, August 5, 2026

10:00 AM – 11:00 AM EDT

SSEL2601. Welcome and Keynote Session

Lindsay Stevenson

- Chief Strategy Officer | BPM LLP

11:10 AM – 12:25 PM EDT

SSEL2602. Designing a Career with Influence, Focus and Momentum

Paul Perry

- Member | Risk Advisory & Assurance Services | Warren Averett LLC

1:10 PM – 2:00 PM EDT

SSEL2603. Communicating Effectively: Elevate Your Communication, Elevate Your Impact

Amanda Simmonds

- Director of Talent Advisor Services | LCvista (Spiirall)

2:10 PM – 3:00 PM EDT

SSEL2604. Change in Management? Don't Panic!

Samantha Bussard

3:25 PM – 4:50 PM EDT

SSEL2605. From Mental Health Awareness to Culture of Care Action: Cultivating a Stigma-free Workplace & Closing Remarks

Meichle Latham

Thursday, August 6, 2026

10:00 AM – 11:25 AM EDT

SSEL2606. Welcome & The Art of the Intentional No

Susan Stutzel

- Co-Owner | PartnersCoach, Inc.

11:35 AM – 12:25 PM EDT

SSEL2607. The Art of Mentorship: Asking Boldly, Leading Generously

Amy Swartzfager

- Principal | Tax Advisor | Cerity Partners

1:10 PM – 2:15 PM EDT

SSEL2608. From Technical Expert to Strategic Leader: Building Future-Ready Skills in the Age of AI and Automation

Sean Stein Smith

- Associate Professor | City University of New York - Lehman College

This session examines how professionals can evolve from technical specialists into strategic leaders as AI and automation reshape the workplace. It focuses on developing skills that complement, rather than compete with, intelligent systems, including critical thinking, communication, and decision-making under uncertainty. Participants will explore how to translate technical expertise into organizational value, lead cross-functional initiatives, and guide ethical AI adoption. The session also highlights practical approaches to continuous learning and adaptability. Attendees will leave with a clearer framework for positioning themselves as forward-looking leaders capable of navigating technological disruption while driving innovation and long-term impact within their organizations.


Learning Objectives:

  • Evaluate how AI and automation are reshaping professional roles and identify the skills required to transition from technical execution to strategic leadership
  • Apply frameworks for translating technical expertise into business value, including decision-making, communication, and cross-functional collaboration
  • Develop a practical plan to build future-ready capabilities, including continuous learning, ethical AI oversight, and leadership in technology-driven environments

2:25 PM – 3:15 PM EDT

SSEL2609. The Competitive Edge You Didn't Learn

Casie Lucas-Szumigala

3:40 PM – 4:40 PM EDT

SSEL2610. Strengthening the CPA Pipeline: How Emerging Leaders Can Influence the Future of the Profession & Closing Remarks

Alexandria Romero

- Director-CPA Pipeline | AICPA

The CPA profession is facing a critical pipeline challenge, but emerging leaders have more influence over the future of the profession than they may realize. This session explores the current state of the CPA talent pipeline and highlights practical ways early-career professionals can help strengthen recruitment, retention, and professional engagement within their organizations and communities. Drawing on the profession’s Talent and Workforce Development initiatives, participants will gain actionable strategies to build professional influence, support future CPAs, and contribute to a stronger and more sustainable profession.