2024 AI Unchained (original) (raw)
Oct, 8th-10th 2024 in Santa Rosa, CA
Accounting Intelligence. No boundaries. No limits.
Register now! The event starts in...
Day 1
Warm Welcome Reception & Specialized Workshops
Day 2
Diverse Sessions Galore & Interactive Roundtables
Day 3
Insightful Conclusions & Exclusive On-site Activities
"No fluff, just real, authentic insights that had the room buzzing. We had a whopping 1400+ attendees between online/in-person attendees! The appetite for tangible change and growth in our community is palpable!"
W. Michael Hsu
CEO, DEEPSKY & MEASURE X HACK
★★★★★
"Huge thanks to Botkeeper for gathering top industry thought leaders. If you're in accounting, this is a must-attend for real-life AI #impact insights. Don't miss out!"
David Wolfskehl
FOUNDER & CEO, C-SUITE IMPACT
★★★★★
"Kicked off the first day of the AI Unchained conference... the discussions were enlightening, showcasing best practices and cutting-edge technology driving change in our industry. Kudos to the organizers and speakers for an inspiring event!"
Lisa Griffith
Head of Partnerships + Strategy - Accounting, Laurel
★★★★★
Our Powerhouse Sponsors
Bringing more flavor to Accounting than a double-shot espresso.
Diamond
Premium
Virtual
Celebrity Headliner: Kal Penn
Kal Penn
Actor, Writer, Producer, and former Associate Director of The White House Office of Public Engagement
THE LINEUP
Meet the Minds Behind Our Awesome Event
Lauren Baptiste
Burnout Coach, International Speaker + Wellbeing Consultant
David Bergstein
CIO AT BERGSTEIN CPA, AUTHOR, BLOGGER, SPEAKER, EDUCATOR
Chase Birky, CPA
CHIEF EXECUTIVE OFFICER & CO-FOUNDER, DARK HORSE CERTIFIED PUBLIC ACCOUNTANTS
Jenny Blackwell
Software Engineering Manager, Botkeeper
Nick Boscia, CPA
PARTNER, BOSCIA & BOSCIA P.C.
Rafael Casas
DIRECTOR OF STRATEGIC ALLIANCES & PARTNERSHIPS, QUICKFEE
Travis Cherry
Chief Technology Officer, Botkeeper
Nina Chmura
PARTNER, CPA, MARKET LEADER, OUTSOURCED ACCOUNTING SYSTEMS AND SERVICES, WITHUM
Korey Cournoyer
CEO and Co-Founder of STRMS.io
Gale Crosley
CPA, CGMA, Crosley+Company
Angelina DeLago
Co-Founder, Chief Product Officer, Botkeeper
Deneen Dias
HEAD OF ACCOUNTING ALLIANCES, TRULLION
David Emmerman
Head of Enterprise, Xero
Brian Emposimato
DIRECTOR OF PRODUCT, BOTKEEPER
Arna Erazo
MANAGING DIRECTOR, GHJ
Seth Fineberg
Accounting Industry Consultant, Editor, Content Strategist, Speaker
Marianne Fisher
SENIOR ACCOUNTING OPERATIONS AND STRATEGY LEADER, AVALARA
Sharrin Fuller
CHIEF EXECUTIVE OFFICER, GLASS WALLET
Chris Gallo
Director of Outsourced Accounting and Payroll
Matthew Geary
Senior Director of Information Security & IT, Botkeeper
Angie Grissom, MBA
OWNER, THE RAINMAKER COMPANIES
Calvin Harris Jr., CPA
CHIEF EXECUTIVE OFFICER OF THE NEW YORK STATE SOCIETY OF CPAS
Will Hill
FOUNDER AND OWNER, WILL HILL CONSULTS, LLC
W. Michael Hsu
SPEAKER, FOUNDER & CHIEF EXECUTIVE OFFICER, DEEPSKY & MEASURE x HACK
Kenji Kuramoto
CHIEF EXECUTIVE OFFICER, ACUITY
Mike Maksymiw
EXECUTIVE DIRECTOR, APRIO FIRM ALLIANCE
Blake Meester
MANAGING SHAREHOLDER, MEESTER & COMPANY, INC.
Gaynor Meilke
MS, CBC, CTC, CTRC-E, Chief Opportunity Officer, Charisma Ink
Patrick Morrell
CHIEF REVENUE OFFICER, AIWYN
Enrico Palmerino
FOUNDER & CHIEF EXECUTIVE OFFICER, BOTKEEPER
Tim Petrey
MANAGING PARTNER, HD GROWTH PARTNERS
Scotty "OKR" Scarano
OK Rapper, Accountant, Custodian at Accounting High
Scott Soucy
PRINCIPAL, OUTSOURCED SERVICES, KAUFMAN ROSSIN
Rachael Smith
Director of Engineering, Botkeeper
Christine Triantos
Owner, Infinite Advisors (CAS Consulting)
Nishanth Vimalesh
SOFTWARE ENGINEER, BOTKEEPER
Shannon Vincent
CPA (INACTIVE), CO-FOUNDER, RENEW GROUP
Lee Walker
MS, SHRM-CP, People Operations Manager, Club Capital
Dustin Wheeler
CHIEF FINANCIAL OFFICER & DIRECTOR OF TAX STRATEGIES, ANDINA ADVISORS
Geni Whitehouse
CPA, CITP, CSPM, SPEAKER, FOUNDER OF THE IMPACTFUL ADVISOR
Event Schedule
No need to write this stuff down, you can just look here.
Tuesday, October 8
Remote Team Roadmap: Increase Revenue and Reducing Overhead (2 CPE)
Is your head in the clouds? It should be. Join Sharrin Fuller, CEO of Glass Wallet and Nick Boscia, CPA of Boscia & Boscia in this engaging, interactive workshop designed to help you learn the strategies and systems accounting practices your firm needs to run entirely in the cloud — increasing your revenue and reducing your overhead.
Sharrin will discuss and bring you the key drivers of success for a virtual accounting practice:
- Building, engaging, managing and retaining a remote team
- Using technology
- Evaluating your financial analysis, forecasting, and budgeting for your firm
- Outsourcing the right way
Nick will share the firm’s perspective, drawing on his extensive use case experience.
Presenters:
Sharrin Fuller, GlassWallet | Nick Boscia, Boscia & Boscia P.C.
In this workshop you will learn how to:
- Discover the essential technologies to support your virtual firm and team effectively
- Learn the start, scale, and sell system for successful business growth
- Explore techniques for attracting and retaining top talent for virtual outsourcing, along with tips for outsourcing "fee burner" positions to gain a competitive advantage.
- Understand exactly how to implement the lessons to optimize your firm’s revenue while reducing your overhead
Navigating the Tech Terrain: Uncovering Real Value in an Era of Shiny Objects (2 CPE)
With each emerging technology promising to be the “next big thing,” it can be hard to grasp its value and how best to implement it to capture that value. As technology continues to shift, the landscape seems more and more littered with “shiny objects” demanding attention and promising the world.
In this session, QuickFee’s head of strategic alliances and partnerships Rafael Casas will scan the landscape of AI, ML, RPA, BPA, BPM, and the methodologies and framework to plan, implement, and maintain these technologies.
Presenters: Rafael Casas, Quickfee | Korey Cournoyer, GrowthLab & STRMS.io
Learning objectives:
- Identify the true value of Shiny Objects in technology
- Recognize the landscape of technology and the future that it holds
- Implement strategies to foster, maintain and innovate culturally in your business
- Grasp the importance of Intrapreneurship in your business to elevate and accelerate the adoption, implementation and maintenance of new technologies
4:00-7:00 PM
Exhibitor Showcase & Networking
"Sip, Savor, and Connect: Exhibitor Wine Down & Networking Event"
Ahhh, wine country! Unwind and indulge in an evening of relaxation and networking at our Exhibitor Wine Down & Networking Event. Explore cutting-edge products, services, and innovations of the Exhibitor Showcase while enjoying a delightful wine tasting experience. Even if you’re not a fan of the vine, you can still engage in friendly competition with lawn games set against a picturesque backdrop, all while mingling with fellow accounting professionals and forging valuable connections.
Whether you're seeking to discover new business opportunities, connect with potential partners, or simply unwind after a day of learning and discovery, this event offers the perfect blend of entertainment and networking. Join us for an unforgettable evening of camaraderie, conversation, and celebration as we toast to success and build lasting relationships in a vibrant and relaxed atmosphere.
Wednesday, October 9
7:00-8:00 AM
Breakfast
Join us for an enriching breakfast session where innovation meets conversation. Engage with thought leaders, technology solution experts, and fellow learners in an inspiring environment designed to foster collaboration and idea exchange.
7:15-7:45 AM
Thought Leader Roundtables - Influencers and Sponsors
The Evolution of Accounting in the Era of Automation and AI (0.5 CPE)
The closest you can come to having a crystal ball: Join the accounting profession’s thought leaders, innovators, and experts as they explore the effects of AI, automation, and emerging technologies on the accounting landscape, as well as strategies for retaining top talent, optimizing capacity, and fostering sustainable growth in an ever-evolving market during this exclusive roundtable discussion.
Presenters:
Gale Crosley, Crosley+Company | Gaynor Meilke, Charisma Ink | Will Hill, Will Hill Consults | Seth Fineberg, Accountants Forward | Lauren Baptiste, Acheloa Wellness | Geni Whitehouse, ITA | Lee Walker, Club Capital
Learning objectives:
- Coming Soon!
Mastering Complexity: Strategies for Success in a CAS Practice (1 CPE)
Client Accounting Services (CAS) can be tricky, whether your firm is new to the practice or tweaking its experienced department. In this intensive session, we will explore the most challenging aspects of running a CAS practice and discover actionable solutions to overcome them, including:
- The intricacies of client interaction
- Leveraging technology
- Maintaining profitability in a rapidly evolving landscape
Through practical insights and real-world examples, we'll delve into how to cultivate strong client relationships, harness the power of technology, and establish a profitable, repeatable business model.
Presenters: Scott Soucy, Kaufman Rossin | Nina Chmura, Withum | Arna Erazo, GHJ
Learning objectives:
- Identify the top five challenges faced in CAS practice, including client interaction, leveraging technology, and ensuring profitability.
- Understand the importance of effective client communication and relationship management in driving success and satisfaction.
- Discuss how to develop a profitable, repeatable business model by optimizing processes, managing costs, and maximizing revenue opportunities.
- Gain insights into career advancement opportunities within the CAS field, and strategies for professional growth and development.
Using a blend of known frameworks and practical applications, this session will empower participants to overcome hurdles in a CAS practice, and pave the way for sustainable success. Whether you're a seasoned practitioner or aspiring to enter the field, this session will provide valuable insights and actionable strategies.
Developing a Business Transformation Strategy to Leverage Technology (1 CPE)
Discover the secrets to seamlessly integrating technology with business strategy to transform your organization and outpace the competition!
Join Patrick Morrell from Aiwyn and Shannon Vincent from Renew Group for an exhilarating session on crafting a business transformation strategy that acts as a springboard for technology implementation, particularly within client advisory services. Dive into the dynamic convergence of strategy and technology, and explore how cutting-edge innovations and automation are revolutionizing traditional business models and propelling organizational change. Through engaging discussions and real-world use cases, you'll uncover strategic imperatives that harness technology to spur business transformation and elevate client advisory services.
Presenters: Patrick Morrell, Aiwyn | Shannon Vincent, ReNew Group | Blake Meester, Meester Group
Learning objectives:
- Examine how the transformation of traditional business models helps to retain talent, and leads to increased efficiency, agility, and competitiveness.
- Identify key strategic imperatives for integrating technology into business strategy, including innovation, customer-centricity, and scalability.
- Discover how strategy development paired with technology can enhance client advisory services, including personalized insights, data-driven recommendations, and improved client engagement.
Through this session, you’ll gain actionable insights and strategies to drive strategic business transformation, harness the power of technology and deliver value-added client advisory services.
Elevating Your Firm's Advisory and Internal Training (1 CPE)
In today's dynamic accounting landscape, financial insight is paramount for the success of any firm. This comprehensive session is designed to equip internal teams with the necessary skills and knowledge to navigate financial scenarios, make informed decisions, and drive organizational growth through offering client advisory services (CAS).
Participants will gain invaluable insights to elevate their firm's performance and stay ahead in a competitive market. With a blend of practical case studies and interactive discussions, this session will offer a holistic approach to enhancing financial acumen across all levels of the organization.
Presenters: Brian Emposimato, Botkeeper | Nishanth Vimalesh, Botkeeper | Christine Triantos, Infinite Advisors
Learning objectives:
- Understand financial analysis techniques to assess the performance and viability of client projects and strategic initiatives.
- Cultivate client-centric advisory skills to provide tailored financial solutions.
- Foster collaboration and communication among internal teams to optimize resource allocation and achieve organizational objectives.
- Empower advisors with the tools and techniques to conduct analysis of financial reports.
Walking a Tightrope Between Evolving Technologies and Traditional Accounting Practices (1 CPE)
The accounting profession, known for its meticulous nature in creating balanced transactions, finds itself in an intriguing position — its own balancing act. Accounting firms must decide whether to use solutions that deliver timely insight and accuracy, or stick with the familiarity of more traditional tools.
Alliance powerhouses Angie Grissom, of Rainmaker Alliance; Mike Maksymiw, of Aprio Firm Alliance; and Geni Whitehouse, of Information Technology Alliance (ITA) will discuss weighing tradeoffs between attention to clients and adopting automation technology.
Presenters: Geni Whitehouse, ITA | Angie Grissom, The Rainmaker Companies | Mike Maksymiw, Aprio Firm Alliance
In this session you will learn:
- How automation can be used as a tool for equilibrium
- Advance efficiency and effectiveness by harmonizing rapid digital advancements with the human element of CPA work
- Balance tradition with innovation, precision and creativity
10:10-11:00 AM
Session 3A
A Peek Into Botkeeper's Machine Learning
Delve into the heart of Botkeeper's cutting-edge machine learning technology with this technical deep dive session. Explore the intricacies of AutoBank Reconciliation and Insights, two features powered by advanced machine learning algorithms.
From preprocessing to model training and deployment, attendees will gain an understanding of how Botkeeper leverages machine learning to revolutionize bank reconciliation processes and uncover actionable insights from financial data.
Presenters: Jennifer Blackwell, Botkeeper | Nisthanth Vimalesh, Botkeeper | Brian Emposimato, Botkeeper
Learning objectives:
- Gain a foundational understanding of machine learning concepts and techniques relevant to transaction categorization, bank reconciliation, and financial data analysis.
- Explore the architecture and workflow of Botkeeper's machine learning pipeline, from data ingestion and preprocessing to feature engineering and model training.
- Learn how Botkeeper's machine learning models are trained, validated, and optimized to achieve high accuracy and reliability in transaction categorization, bank reconciliation, and insights generation.
- Explore real-world use cases and examples demonstrating the practical applications of AutoBank Reconciliation and Insights in streamlining financial workflows and reporting.
- Discuss best practices for data governance, quality assurance, and model maintenance to ensure the continued effectiveness and reliability of Botkeeper's machine learning solutions.
- Engage in interactive discussions and Q&A sessions with Botkeeper's machine learning experts, gaining valuable insights and practical tips for leveraging machine learning to drive innovation and efficiency in accounting and bookkeeping processes.
11:15AM-12:05PM
Session 4
Dismantling the Pyramid Scheme (1 CPE)
Technological advancements, changing client expectations, and market dynamics are reshaping the accounting profession, resulting in an environment rife with change and challenge. In these times of upheaval, Chase Birky, CPA at Dark Horse CPAs; Kenji Kuramoto, Acuity; and Tim Petrey, CPA, CGMA at HD Growth Partners have each built a firm model that is not like the other.
Disrupting the traditional accounting firm partnership business model, Chase, Kenji and Tim will describe how they developed and are growing their respective firms. A surprise twist comes from Tim Petrey with his private equity-backed approach that is differentiated from the Top 100 M&A frenzy that people associate with PE.
Learn and understand the reasons behind the need for firm disruption through case studies, discussions, and practical examples, as you gain insights into innovative approaches for restructuring accounting firms.
Presenters: Kenji Kuramoto, Acquity | Chase Birky, Darkhorse CPAs | Tim Petrey, HD Growth Partners / Ascend | Scotty Scarano, Padgett Advisors
In this session you will learn:
- Explore the evolution of the traditional partnership business model.
- Examine disruptive strategies employed by innovative accounting firms to break away from the traditional partnership model. This includes adopting alternative ownership structures, embracing cloud-based technologies for collaboration and data analysis, and redefining client relationships through advisory services.
- Discuss practical skills required to thrive in the evolving accounting landscape. This includes honing communication and relationship-building skills to effectively engage with clients, mastering new technologies for data analysis and reporting, and cultivating a proactive mindset to anticipate and address client needs.
By the end of the session, you will be equipped with best practices to develop a roadmap for transforming your accounting firm. You will understand how to assess your firm's current capabilities, embrace disruption, innovate your business models, and deliver enhanced value to clients through proactive advisory services.
11:15AM-12:05PM
Session 4A
Maximizing Efficiency with Botkeeper Infinite: A Tech-Driven Approach to Streamlining Bookkeeping for Accounting Firms
Join us for an insightful session dedicated to exploring the capabilities of Botkeeper Infinite, a cutting-edge tech-only solution designed to revolutionize bookkeeping processes for accounting firms. Discover best practices, tips, and tricks to leverage the full potential of Botkeeper Infinite, automate tedious tasks, and enhance productivity. From optimizing workflows to addressing common FAQs, this session is tailored to empower accounting professionals with the tools and knowledge needed to elevate their bookkeeping operations and deliver exceptional client service.
Presenters: Angelina DeLago, Botkeeper | Brian Emposimato, Botkeeper | Rachael Smith, Botkeeper
Learning objectives:
- Understand the core features and functionalities of Botkeeper Infinite, and learn best practices for setting up and configuring it to align with your firm's unique requirements and workflows.
- Discover tips and tricks for maximizing efficiency and accuracy while using Botkeeper Infinite, including shortcuts, customization options, and integration with other software tools.
- Address frequently asked questions and common challenges encountered when implementing Botkeeper Infinite, with practical solutions and troubleshooting strategies.
- Understand the security measures and compliance standards upheld by Botkeeper Infinite to safeguard sensitive financial data and ensure regulatory compliance.
Tech Solutions Showcase: Lunch Session with Exhibitor Introductions & Demos
Discover the latest innovations, products, and services transforming the industry landscape as leading tech solution exhibitors showcase their cutting-edge solutions during a dynamic (and delicious!) lunch session.
Whether you're seeking to streamline processes, enhance client services, or stay ahead of the curve with the latest advancements, this lunch session offers a prime opportunity to get a sneak peek from top technology providers.
Fuel up on great food while feeding your curiosity and expanding your network in a vibrant and interactive setting. Don't miss this chance to discover the future of technology and unlock new possibilities for success in your business.
Get Ready to be Dazzled by Kal Penn!
The one and only Kal Penn — actor, writer, producer, and former Associate Director of the White House Office of Public Engagement — is coming to AI Unchained 2024!
Kal’s incredible journey to Hollywood (and then to D.C.) is nothing short of amazing. With a bestselling book and TWO stints in the real-life West Wing under his belt, he's conquered it all!
Don't miss out as Kal joins Botkeeper CEO and Founder Enrico Palmerino onstage for a high-energy Q&A session that's sure to entertain and inspire. This is one session you won’t want to miss!
Presenters: Kal Penn, Actor, Writer, Producer, and former Associate Director of The White House Office of Public Engagement | Enrico Palmerino, CEO and Founder, Botkeeper
Navigating the Future: The Role of AI in the Accounting Pipeline Challenge (1 CPE)
The accounting talent shortage marches on, adding new dimensions of complexity to a profession that prides itself on making the complex more straightforward. Could AI play a role in facing it head-on?
In this insightful session, you’ll explore the pressing issue of the accounting pipeline challenge — a multifaceted problem affecting the influx of new talent into the accounting profession. Beginning with an overview of the current state of the accounting pipeline, we’ll highlight trends in academic enrollment, demographic changes, and the integration of advanced technologies. As the session progresses, we will investigate the broader implications of these challenges, examining how they impact firms, the workforce, and the overall industry landscape.
The latter part of the session will pivot to strategic solutions, focusing particularly on the transformative potential of AI. This session aims to equip professionals with knowledge about best practices and AI tools that can address shortages, enhance skill sets, and ensure the profession remains robust and adaptive in an era of rapid technological change.
Presenter: Calvin Harris Jr., The New York State Society of CPAs
Learning objectives:
- Gain a comprehensive understanding of the current challenges in the accounting talent pipeline.
- Develop insight into the economic and operational impacts of these challenges.
- Learn strategies and review AI technologies that can engage young (and young at heart) accounting professionals, and revitalize accounting education and practice.
Join us to discover how AI is not just a tool for efficiency, but a strategic asset in building a resilient accounting future.
A Guide on How to Automate A Write-Up
This session is dedicated to demystifying the process of automating tax write-ups, a critical task in accounting. Participants will learn practical strategies and techniques for leveraging automation tools and technologies to streamline and enhance the efficiency of the write-up processes. From data extraction and reconciliation to financial analysis and reporting, this session will equip attendees with the knowledge and skills needed to automate repetitive tasks, minimize errors, and optimize productivity in tax write-up workflows.
Presenters: Angelina DeLago, Botkeeper | Brian Emposimato, Botkeeper | Jenny Blackwell, Botkeeper
Learning objectives:
- Understand the key components and objectives of the write-up process.
- Explore the benefits and challenges associated with automating write-ups, and learn how automation can improve accuracy, consistency, and efficiency.
- Understand the technical perspective of how this process is done.
Innovative Solutions for Accountants: Revenue Growth and Practice Optimization through CAS (1 CPE)
Unlock the full potential of your accounting firm by exploring innovative ways to grow and transform your practice. This comprehensive session delves into the strategic integration of people, process, and technology to optimize your practice. Learn how to leverage client advisory and tax services to not only enhance your current offerings but also generate new revenue streams and achieve improved profit margins.
Presenters Chris Gallo, Creative Planning | Marianne Fisher, Avalara | Deneen Dias, Trullion
Learning objectives:
- Understand the importance of technology growth and transformation in the accounting profession.
- Learn how to integrate people, process, and technology to enhance overall efficiency.
- Discover the potential of tax and client advisory services in expanding your service portfolio.
- Implement practical steps to grow and transform your accounting firm in a competitive market.
Join our presenters on this educational journey to understand how to revolutionize your accounting firm and propel it towards sustained growth and success.
The Evolution of the Botkeeper Journey
Join us for an exclusive session with CEO Enrico Palmerino as he takes us on a journey through the evolution of Botkeeper. Discover how Botkeeper Infinite is revolutionizing accounting firms with tech-only and financial insights with the power of Google technology, driving efficiency, accuracy, and growth for businesses worldwide. Explore the milestones, challenges, and triumphs that have shaped Botkeeper's trajectory and learn about the exciting possibilities that lie ahead.
From pioneering automation solutions to harnessing the latest advancements in artificial intelligence and machine learning, this session offers valuable insights into the future of accounting and technology. Gain a deeper understanding of how Botkeeper is redefining the way firms manage their businesses, empowering them to thrive in an ever-changing landscape.
Don't miss this opportunity to hear directly from Enrico Palmerino and gain insider perspectives on the Botkeeper journey, the transformative potential of Botkeeper Infinite, and the bright future ahead for the accounting profession and technology.
Presenter: Enrico Palmerino, Botkeeper
6:00-9:30 PM
Cocktails, Dinner, Entertainment
"Sunset Soiree"
Indulge in an unforgettable evening of elegance and charm as we gather on the picturesque lawn in the Sonoma Valley Garden for a captivating sunset soiree. Sip on artisanal cocktails and savor a sumptuous dinner featuring the finest flavors and wine of the region, and immerse yourself in the enchanting ambiance of wine country under the stars.
As the sun sets, delight in live entertainment that sets the perfect mood for celebration and camaraderie. Network with industry peers, forge new connections, and simply enjoy a moment of relaxation amidst the beauty of wine country. This event promises an unforgettable experience!
Join us for an evening of sophistication, culinary delights, and entertainment as we toast to your successes, enjoy the magic of Sonoma Wine Country and create memories to last a lifetime.
Thursday, October 10
7:00-8:00 AM
Breakfast - The best way to start the day!
7:15-7:45 AM
Thought Leader Roundtables - Influencers and Sponsors
Navigating the Future: Thought Leader Roundtables (0.5 CPE)
The closest you can come to having a crystal ball: Join the accounting profession’s thought leaders, innovators, and experts as they explore the effects of AI, automation, and emerging technologies on the accounting landscape, as well as strategies for retaining top talent, optimizing capacity, and fostering sustainable growth in an ever-evolving market during this exclusive roundtable discussion.
Presenters:
Lauren Baptiste, Acheloa Wellness | Gale Crosley, Crosley+Company | Gaynor Meilke, Charisma Ink | Seth Fineberg, Accountants Forward | Will Hill, Will Hill Consultants | Geni Whitehouse, ITA | Lee Walker, Club Capital
Learning objectives:
- Coming Soon!
Coming Soon! (1 CPE)
Demystifying AI: The AI Software Review (1 CPE)
AI software is moving mountains in nearly every profession, and accounting is front-and-center. In this fascinating session witH David Bergstein, CPA and Dustin Wheeler, we delve deep into the world of AI software, exploring its various applications, functionalities, and ethical considerations.
This session offers valuable insights and practical knowledge whether you're a newcomer curious about the capabilities of AI, or a seasoned professional seeking to expand your understanding. Through real-world examples, case studies, and interactive discussions, you will gain a comprehensive understanding of AI software and its influences on the accounting profession.
Presenters: Dustin Wheeler, Andina Adivisors | David Bergstein, Bergstein CPA
Learning objectives:
- Understanding AI Software: Gain a clear understanding of what AI software is, its underlying technologies, and how it differs from traditional software.
- Evaluating AI Performance: Learn methods for evaluating the performance of AI software, including accuracy, efficiency, and scalability.
- Grasping Ethical Considerations: Discuss ethical considerations related to AI software, such as bias, privacy concerns, and algorithmic transparency.
- Analyzing Case Studies and Best Practices: Analyze real-world case studies to understand successful implementations of AI software and best practices for integration.
- Anticipating Future Trends: Explore emerging trends in AI software development and how they may shape the future landscape of technology and business.
This session provides a holistic overview of AI software, empowering you to make informed decisions and leverage the full potential of AI in your field.
10:10-11:00 AM
Session 11
Time for a change: Navigating change to meet your goals (1 CPE)
Change is a natural part of life and work, but it often brings discomfort and resistance. Join us as we explore why change can be so challenging, from losing influence and structure to shifting connections and roles. In this session you will learn practical approaches to navigate change successfully and handle uncertainty with resilience
Presenter: David Emmerman, Xero
Learning objectives:
- Gain insights into why some individuals and teams resist change
- Understand the psychological impact of change
- Develop healthy strategies and practical methods for dealing with change and uncertainty
10:10-11:00 AM
Session 11A
Botkeeper Roundtable: Developing a Roadmap for Success
Join us for an engaging roundtable discussion where we'll review upcoming priorities and brainstorm new ideas to propel Botkeeper forward. This interactive session will include leadership, product managers, engineers, and customer success teams to collaborate, share insights, and hear participants' input to help shape the strategic direction of Botkeeper. From exploring innovative features and enhancements to addressing emerging challenges and opportunities, this roundtable will foster creativity and collaboration to ensure Botkeeper remains at the forefront of automated bookkeeping solutions.
Presenters:
Angelina DeLago, Botkeeper | Travis Cherry, Botkeeper | Brian Emposimato, Botkeeper | Jennifer Blackwell, Botkeeper | Rachael Smith, Botkeeper
Learning objectives:
- Gain a comprehensive understanding of Botkeeper's customer needs through insights shared by diverse stakeholders.
- Review upcoming product priorities, roadmap initiatives, and strategic goals to understand alignment with Botkeeper's vision and mission.
- Brainstorm new ideas, features, and enhancements to enhance Botkeeper's value proposition, differentiate the platform, and meet evolving customer requests.
- Explore opportunities for innovation and experimentation, leveraging emerging technologies, trends, and industry best practices.
- Discuss challenges and obstacles that may impact Botkeeper's growth and success, and collaborate on actionable solutions and mitigation strategies.
11:15 AM-12:05 PM
Session 12
Securing Your Firm in a Cyber-Threat Landscape (1 CPE)
As cyber threats become increasingly sophisticated, accounting firms are prime targets for data breaches and security incidents. This session will explore the current landscape of cyber threats and attack vectors affecting the accounting industry, highlighting the latest trends in data breaches. Participants will gain practical insights into strengthening their security posture, focusing on the responsible use of artificial intelligence and the importance of SOC 2 compliance. We will also provide guidance on evaluating the security of third-party software to protect client data effectively.
Join us to equip yourself with essential strategies to enhance your firm’s security and navigate the complexities of today’s cyber threat environment.
Presenters:
Travis Cherry, Botkeeper | Matthew Geary, Botkeeper
Learning objectives:
- Explore prevalent cyber threats and attack vectors specifically targeting accounting firms and the latest data breach trends.
- Learn practical steps to enhance security and the importance of an AI strategy and SOC 2 compliance.
- Gain insights on evaluating third-party software security to protect client data and strengthen your firm's security posture.
12:05-12:30 PM
Exhibitor Consortium
Press Your Luck
Ready to wins some prizes? You won't want to miss this!
12:35-1:30 PM
Lunch & Session 13
Elevate or Die 2 (1 CPE)
This session is designed for accounting professionals and firm owners who are ready to scale their practices by adopting a strategic advisory role. This session will dive into the structure of modern accounting firms, the role of outsourced CFO services, and actionable steps to transition from traditional accounting to a more advisory-focused model. Attendees will walk away with a blueprint to start offering basic CFO services (CFO 1.0) to their clients, enhancing their service offerings and boosting profitability.
Presenters: W. Michael Hsu, Deepsky & Measure X Hack | Enrico Palmerino, Botkeeper
Learning objectives:
- Learn how to optimize your firm’s structure by leveraging technology to increase productivity and efficiency. Discover the optimal staff ratio for modern accounting practices.
- Understand what outsourced CFO services entail, how they can position your firm as a strategic partner, and the value they bring to your clients.
- Gain actionable insights into the deliverables and packages you can offer as a CFO, including budget and forecast management, cash flow optimization, employee forecasting, and identify tax saving opportunities.
- Walk away with a light version of CFO 1.0 that you can immediately implement for your clients.
Coming Soon!
THIS YEAR WILL BE EVEN BETTER
Now in its second year, AI Unchained has already captured the imagination and curiosity of the accounting world’s most forward-thinking professionals.
Bringing together automation and artificial intelligence technology with networking and education in a high-energy event packed with surprises, AI Unchained goes to Santa Rosa, California in beautiful Sonoma County for 2024. If you missed it last year, this is your chance to experience the buzz for yourself! (Clever double entendres free of charge.)
Shaking Up the Ledger
AI Unchained continues its dedication to bringing attendees the most innovative voices in accounting tech. Earn CPE in sessions you’ll actually want to engage with. Hear the latest from nationally known and respected speakers. Get insights you can’t find anywhere else. AI Unchained brings it all to you while keeping it fun, exciting, and always ahead of the proverbial curve.
Get Your Tickets Now
And begin to channel your inner badassery
Virtual Unleashed
Virtual option for those who can't make it to beautiful Sonoma
Dive into live-streamed workshops and sessions from the comfort of your home on Oct 8-10. Engage with speakers through real-time discussions, earn up to 12 CPE credits* sponsored by CalCPA, and gain exclusive access to supplementary online content. Embrace the full convenience and connectivity of our virtual platform, designed to replicate the immersive experience of being onsite, with the added comfort of attending from anywhere.
Standard On Site
Join us in beautiful Sonoma and experience the ultimate event!
Join us in person at the Hyatt Regency in Sonoma Wine Country for a truly immersive event experience starting with a warm Welcome Reception. Over Oct 8-10, partake in enriching workshops, sessions, and morning roundtables. Savor complimentary refreshments, partake in outdoor activities like pickleball, and indulge in Sonoma's famed wine tastings. Seamless session access and up to 16 CPE credits** await!
| | Group Live and Group Internet based programs. CANCELLATION POLICYYou may cancel without penalty if written cancellation requests are received up to and including 14 days prior to the start of a Group Live (onsite) or Group Internet (virtual) based program. Due to financial obligations incurred by Botkeeper, a credit less 50% of the registration fee will be issued for written requests received up to and including 7 days prior to the start of the program if transfer to another program within six months is not possible. No refunds or credits will be issued on cancellation requests received less than 7 days prior to the start of the event. For more information regarding refund, complaint and program cancellation policies, please contact Botkeeper marketing at: marketing@botkeeper.com. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. Botkeeper is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.National Registry Sponsor Number: 146644 | |
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| CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service sponsor of continuing professional education.CalCPA National Registry ID Number: 104822 State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
| Virtual | In-Person | |
|---|---|---|
| one time | $ 599 per person | $ 799 per person |
| Section Title | ||
| Access & Amenities Select from two expert-led workshops on October 8th, tailored to deepen your knowledge and skills! | Enjoy the sessions from home without the hassle of travel | Full access to content and programming at the Hyatt Regency |
| Speaking Sessions Explore two distinct tracks on October 9th & 10th, featuring a diverse lineup of 31 engaging sessions. | Experience live sessions streamed straight from the venue | Direct participation in live sessions at the venue |
| CPE Credits Earn up to 16 CPE credits by participating, enhancing your professional credentials and knowledge | Earn up to 12 CPE credits | Earn up to 16 CPE credits |
| Welcome Reception Kick off the event with our Welcome Reception, a perfect opportunity to network and set the tone for an unforgettable experience. | ||
| Food & Beverage Enjoy complimentary food and beverages each day, adding an extra layer of comfort and convenience to your event experience. | ||
| Exclusive On-Site Benefits Access exclusive events and amenities designed for on-site attendees, including interactive activities like pickleball and more, for a truly engaging experience. | ||
| Interactive Workshops Select from two specialized workshops on October 8th, each crafted to provide in-depth insights and practical skills. | ||
| Roundtable Sessions Engage in four dynamic roundtable discussions each morning on October 9th and 10th, fostering collaboration and deep dives into key topics. | ||
EXPERIENCE
The best conference the profession has to offer in beautiful Santa Rosa, CA, Sonoma County.
David Bergstein attended in 2023. Here's why.
Beloved tech guru David Bergstein, CIO at Bergstein CPA, attended AI Unchained 2023. Hear why he went, and click below to see more of what you missed in 2023!
