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Agenda
Roundtable Discussions
Join the conversation and engage directly with industry leaders.
2:00-3:00 PM
Lunch & Exhibit
Take time to network and explore exhibtors.
01:15-2:15 PM
Exhibit hall will be open from lunch and on
Counter-Intuitive Thinking: The Ultimate Accountant's Irreducible Skill
Exploring the skills that remain essential..
12:30 PM
Hector Garcia
Intuit: IES Features and capability spotlight
A closer look at IES features and capabilities.
11:50 AM
Daniel Malinov
Intuit's Vision on the AI Shift
Understanding Intuit's direction in the AI era.
11:05 AM
Sherif Gayed
The AI Shift: How Accounting Professionals Should Navigate the AI Transition
How to approach and adapt to the AI transition.
10:15 AM
Joe Woodard
Welcome and Event framing
Setting the tone for the day and what's ahead.
10:00 AM
MC: Jacob Oberlander
There will be a Minyan Shachris at 8:30 am
9:00-10:00 AM
Light Breakfast & Networking
Connect with peers and start the day with meaningful conversations.
03:00-04:30 PM
DEEP-DIVE SESSIONS
Ben Stein - Practical Task Management/how to organize your firm Focused strategies for organizing your firm effectively.
4:00 PM
Nachman Leiser
What AI Actually is and Where its Real Lives for Bookkeepers
Insights based on real-world experience.
4:00 PM
Sal N Friedman
Lessons from decades of experience applied to today's challenges.
What it Takes for Your Firm to Win - A conversation with Meny Hoffman and Saul N. Friedman on 50+ years of experience on adapting to technology, meeting rising expectations, and staying competitive without losing the personal touch.
3:00 PM
Hector Garcia - AI is practice today: some examples of Chatgpt/Claude usage in day to day workflows.
Understanding Your role as the industry evolves.
3:00 PM
05:00-06:00 PM
Live Q&A; with Industry Experts
Ask questions, gain insights, and close out the day with practical takeaways.
An open forum to get answers and actionable insights.
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