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Session 1: Inside the AI-Enabled Firm: How Applied AI Accelerates Productivity and Growth

Session 2: Taming the Chaos: Smarter Ways to Manage Client Documents

Session 3: From Generalists to SALT-Savvy: How Small Firms Can Build Sales Tax Expertise that Wins Clients

Session 4: It’s Time to Grow: Techniques for Successfully Scaling Your Accounting Firm

Session 5: Best Practices for Communicating with Your Clients

Session 6: The One Big Beautiful Bill Act – Individual Tax Reforms

Session 7: Staffing: Outsourcing, Offshoring, Remote, Temp, Hybrid

Session 8: Data Security: Is Hacking Real?

Session 9: AI and the Next Frontier of Tax Research: From Compliance to Competitive Advantage

Session 10: AI in Action: What it Can and Can’t Do for Your Firm

Session 11: From Ethics to Execution: Building AI-Ready Firms in the Age of Intelligent Assurance

Session 12: The One Big Beautiful Bill Act – Corporate Tax Reforms

Session 13: Bringing Entry Level Staff Up to Speed on CAS

Session 14: Stand Up for Your Clients: Tax Resolution and Communicating with the IRS

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