“Capacity isn't about doing more—it’s about doing the right things, the right way, with the right people.” Are you stuck in the cycle of burnout, bottlenecks, and barely-there profits? It’s time for a capacity revolution inside your firm. Join us for a fast-paced, eye-opening session where we’ll expose the shocking truth about what’s really holding […]
The 'Appy Hour is a super fun monthly webinar series dedicated to accounting technology! Each month, we'll explore an educational topic involving apps to support firms and their clients. Topics include best practices when using and implementing apps, apps that rock certain industries and workflows, and apps that can save you time and money through […]
Your destination for advanced practice management insights What are the hot new niches and service offerings accounting firms should explore? How can technology improve the speed and efficiency of your practice? What role is AI currently playing and where will it go from here? These are just a few of the critical questions experts will […]
The 'Appy Hour is a super fun monthly webinar series dedicated to accounting technology! Each month, we'll explore an educational topic involving apps to support firms and their clients. Topics include best practices when using and implementing apps, apps that rock certain industries and workflows, and apps that can save you time and money through […]
The 2025 conference will equip you to create an intentional, proactive response to both the significant disruptions and the significant opportunities intersecting our profession. Attend SNH 2025 to get the tools, education and inspiration you need to take strong and decisive actions in your practice and to respond proactively to artificial intelligence, automation technologies, mobile-first […]
AI in Accounting - Separating Fact from Fiction June 24, 2025 8:00 AM-8:50 AM ET Artificial intelligence is more than just a buzzword in the accounting profession, it is defining how accounting professionals will work now and in the future. This session will help you separate fact from fiction when it comes to how AI […]
The Surprising New Face of Cybersecurity: Accountants Mainstage Session | Scaling New Heights 2025 When my clients face a cyberattack, I’m the one they call. And I know I’m not alone. In this mainstage session, I’m teaming up with Sam Schuemacher to shine a light on what’s really happening behind the scenes—ransomware, oversharing, AI-powered threats—and […]
June 25, 2025 2:10 PM-3:50 PM ET Accounting’s AI Revolution Is Here—Are You Ready? See It Live, Hear from the Experts AI is making big promises to disrupt accounting. Join this session to see it in action. AI is moving faster than any technology shift in history, and accountants are experiencing its effects on a […]
Ever feel like your tech stack is stacking up... and so is your frustration? I’m teaming up with my friend Sharrin Fuller for a real (and fun!) conversation about choosing the right tools for your firm—without the overwhelm. We’re digging into what’s working, what’s not, and how to make smarter, simpler tech decisions that […]
I’m speaking at the 2026 Spring IBO Conference on Financial Automation for Billboard Companies. This topic directly impacts profitability in the billboard industry. Billboards are high-margin assets. But margins drop quickly when teams miss financial signals. In this session, I’ll show how better bookkeeping, automation, and financial visibility help operators spot trends early and protect […]
I’m attending the Accounting Today Firm Growth Forum to connect with forward-thinking accounting leaders. This event focuses on AI, technology, workflow design, and advisory growth—real strategies firms can apply right away. I’m excited to share ideas, learn from others, and be part of conversations shaping the future of accounting.
I’m speaking at Scaling New Heights 2026 on The AI App Consulting Framework. This session focuses on helping accountants turn AI into real results for their clients. Right now, clients are asking about AI tools. Most don’t have a clear strategy. Too many apps, unclear ROI, and disconnected systems create confusion instead of value. In […]