Remote Team Roadmap: Increase Revenue and Reducing Overhead 

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.

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Mastering Complexity: Strategies for Success in a CAS Practice

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.

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Developing a Business Transformation Strategy to Leverage Technology

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.

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Elevating Your Firm's Advisory and Internal Training

On-demand content will not be awarded 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.

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Walking a Tightrope Between Evolving Technologies and Traditional Accounting Practices

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.

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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.

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Dismantling the Pyramid Scheme

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.

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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.

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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!

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Navigating the Future: The Role of AI in the Accounting Pipeline Challenge

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.

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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.

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Innovative Solutions for Accountants: Revenue Growth and Practice Optimization through CAS

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.

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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.

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5 Steps to End Burnout (That Don’t Include Slowing Down or Taking a Vacation)

Are you feeling overwhelmed and on the verge of a breakdown, but know you can’t slow down? Have you been telling yourself, “This too shall pass,” but it still hasn’t? In this workshop, we’ll explore five actionable strategies to end the cycle of burnout that have nothing to do with taking a vacation or slowing down. Once you know these five steps, you will be able to keep up with the demands of the profession, and enjoy nights and weekends to yourself.

Join Lauren Baptiste, Burnout Coach and Founder of Acheloa Wellness, to learn the secret to run farther and faster in your career without personal sacrifice. If you've been told to take a day off, take a yoga class or even take a deep breath for the 100th time, all to no avail, this session is for you.

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Demystifying AI: The AI Software Review

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.

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Time for a change: Navigating change to meet your goals

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

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Securing Your Firm in a Cyber-Threat Landscape

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.

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Elevate or Die 2

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.

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Winning With Fintech: How to Give (and Monetize) Tech Advice

Do you feel like clients are always resisting change when it comes to fintech – or that you're missing a revenue opportunity by not charging for technology advice? You’re not alone. Carol Haverty, VP of Partnerships at Plooto, will walk through an off-the-ledger look at how accountants and clients are actually using fintech, plus recommendations for how to dispel client concerns and monetize your advisory services.

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