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MEGA 2026 - Virtual Livestream

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20.0 Credits

Member Price $950.00

Non-Member Price $1,250.00

Overview

Do you need CPE before the June 30 reporting deadline? We’ve got you covered! Livestream MEGA 2026 and you benefit from the information shared during the FICPA’s largest continuing education event for accounting and finance professionals in Florida! 

Earn up to 20 CPE hours during main-stage sessions from the June 14-17 in-person event in Orlando. Get expert advice and hear from the brightest names in the business in not-to-be-missed conversations about the latest trends and topics including:  

  • State Tax  
  • Emerging Technology  
  • Forensic Accounting  
  • Leadership & Management Innovation  


Register today and get ready for two-and-a-half days of captivating CPE that only the FICPA can offer! 

The Virtual Livestream will only broadcast the main stage of the event, concurrent breakout sessions will not be available.


CPE Credit:

This group-live (non-self-study) program is designed to qualify for CPE credit under the CPE Guidelines established by the Florida Board of Accountancy under the FL DBPR.  


$tack the $avings!  

In addition to FICPA member registration discounts, enjoy a group discount when you register five or more from your organization!  Contact FICPA Member Services at MSC@ficpa.org; 850-224-2727, ext. 1; or via chat at ficpa.org for details. 
FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday.  


Social Media


Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPAMEGA.  


Cancellation Policy  

We love when you register early for MEGA Livestream but know that life sometimes requires schedule changes. If that happens, you have options. Please let our member services team know which option you select below. Email us at msc@ficpa.org, call 850-224-2727, ext. 1, or chat with us at ficpa.org before June 1st, 2026. 

  • Receive a full refund to your original payment method, transfer your balance to a future event, or place money on account.  
  • Receive a partial refund to your original payment method, transfer your balance to a future event, or place money on account, minus the event cancellation fee of $55.  

Please review the FICPA CPE Policies for additional information. 



Highlights

  • Keynote Session with Shelly Weir, FICPA President & CEO
  • Regulatory and Technical Updates
  • Practice Management & Leadership


Prerequisites

None


Designed For

CPAs, accountants, and other finance professionals


Objectives

  • Hear what's new in the Accounting Field
  • Discuss hot topics in AI and Technology
  • Learn how to protect yourself with Cybersecurity and Fraud Sessions


 

Notice

This is a Virtual Livestream of our In-Person Conference's Main Stage.


Monday, June 15th

General Session

- Voice>Echo: Leadership, Credibility, and the CFO's Expanding Role | AI is Changing the Risk Game: Opportunities, Compliance, and What's Ahead

Scott Hagizadegan, Founder and CEO, Shield IT Networks, Inc.

Scott Hagizadegan

Scott Hagizadegan is the CEO and Founder of Shield IT Networks, a leading provider of cybersecurity solutions for businesses of all sizes. With over 27 years of experience helping clients—from startups to Fortune 500 companies like Ernst & Young, Guitar Center, and Don Roberto Jewelers—Scott has built a strong reputation for delivering innovative solutions tailored to the needs of his clients. 

Under Scott’s leadership, Shield IT Networks has helped CPA firm leaders strengthen their cybersecurity posture through proactive measures, ensuring compliance and protection against evolving threats. Guided by his philosophy of “Profit with Purpose,” Scott reinvests business profits into philanthropic projects worldwide, supporting orphanages and children’s education through computer labs and leadership programs.

Timothy Naddy, CFO, The Savannah Bananas

Timothy Naddy

Wait…he’s a CPA?!? Oh, you better believe it…and then some ;-) An entrepreneur, college professor, financial professional and author (EDYM, available early 2026!), this guy’s looking to start another Renaissance! Simply, whether in the boardroom, classroom, or locker room, his passion is to help others make better decisions by translating tedious technical topics into tangible intelligence useful for personal and professional success. And if you thought THAT was a mouthful, check out his personal formula for success: (Big 4 + Private equity + Franchising + Internet startups + Fraud Examiner + CFO Consulting + 18.5“ Biceps) / (Humility + Faith + Family) = Accounting Badassery in motion.  I mean, it’s just math, right?!? Living his personal mantra of Integrate, Educate, Elevate…and Entertain, Dr. Tim Naddy abhors complacency and doesn’t believe in settling for less because a good day consists of helping folks understand their value (and yes, you’re worth it). An alchemist of precision, professionalism, and panache, his secret sauce is using storytelling to mix all the things he loves…entertaining, speaking, writing, sumif functions, and jazz hands…into the wonderful world of Accounting and Phinance. Shadow Ops is his domain, but he ain’t shy of the spotlight either, so if you’re down to collab, he’s ready to rock n roll! Connect with him on LinkedIn and tune in to him on his Business Biceps & BS podcast (LI: Business Biceps & BS | IG: @bizbisnbs ) #cpaevolved #respectthegrind

Opening Keynote: Voice>Echo: Leadership, Credibility, and the CFO's Expanding Role- Dr. Tim Naddy

We all know that familiar moment in finance when something just doesn’t quite add up, but when you bring it up it gets pushed aside… only to come back later as the “right answer.” This session Dr. Tim Naddy will walk attendees through how ideas actually move inside organizations, from early subtle signals to the eventual decision, and what that means for finance professionals. It’s not about being louder or getting credit; it’s about stepping into the conversation sooner, with clarity, confidence, and purpose.


AI is Changing the Risk Game: Opportunities, Compliance, and What's Ahead - Scott Hagizadegan

AI adoption is accelerating. Cyber insurers are tightening requirements and denying claims. The risk landscape for CPA firms has changed, and many leaders don’t yet realize how vulnerable their firms may be. In this fast-paced keynote, cybersecurity expert Scott Hagizadegan reveals the major shifts happening right now, and what CPA firm leaders must understand to safeguard their firms, clients, and operations.

In this fast-paced keynote, trusted cybersecurity expert Scott Hagizadegan breaks down what is changing right now and what CPA firm leaders must understand to protect their firms, clients and operations.

Credits: 1 - Behavioral

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- HR Analytics & Strategy: Maximize Your CAS Impact | 2026 Florida Legislative Session Update: What CPAs need to know

Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAs

Jason Harrell

Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute’s public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of experience to this role, previously serving as director of government relations for Florida Court Clerks and Comptrollers Association and budget and communications director for the Clerks of Court Operations Corporation, serving in key roles under two Speakers in the Florida House, and serving in the Executive Office of the Governor in the Office of Policy and Budget and Chief Inspector General’s Office.

Jessica Battaglia, HR Services Area Manager, Paychex

Jessica Battaglia

Jessica is an accomplished HR Services Area Manager with over 20 years of experience in the pharmaceutical, manufacturing, and consultative sectors. Her extensive background in human resources is complemented by her certifications as a SHRM-CP and PHR professional.
Jessica’s strengths lie in Training, Employee Relations, and Organizational Development. She is passionate about developing teams to reach their full potential, fostering both organizational growth and individual development.
Outside of her professional life, Jessica enjoys going to the beach, traveling, and indulging in the magical world of Harry Potter.
Jessica’s dedication to her field and commitment to continuous improvement underscore her professional excellence

HR Analytics & Strategy: Maximize Your CAS Impact - Jessica Battaglia

In today’s rapidly evolving business environment, accountants and CPAs have the opportunity to expand their role as trusted advisors by integrating HR analytics and strategic HR advisory services into their Client Advisory Services (CAS) offerings. As organizations face a transformed workplace, shifting employee/employer dynamics and ongoing human capital challenges, accounting professionals can leverage HR insights to help clients make more accurate financial forecasts, optimize talent management and minimize risk.

This session will provide actionable strategies for developing and scaling an HR advisory practice within an accounting firm. Explore effective service offerings, technology solutions and advisory models, and gain practical tools to elevate your advisory expertise, enhance client value and generate new revenue streams.


2026 Florida Legislative Session Update: What CPAs need to know - Jason Harrell

Tax season is over and the 2026 Florida Legislative Session is too. Join FICPA Chief External Affairs officer Jason Harrell for a boots on the ground review of the most impactful changes to the profession, the demise of failed bills, the impact of new developments on CPAs and what the future holds.

Jason and the FICPA's Tallahassee team have spent the last six months preparing, reviewing bills and meeting with legislators to advocate for the Florida CPA. Register today to learn what's in store for the year ahead.

Credits: 1 - Behavioral

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- Investigating a Fraud Case | The New Moat: Connected, Global, AI-Ready Finance

Philip Burns, Owner, Space Coast Forensics

Philip Burns

Justin is the Owner of Space Coast Forensics. He has been a Certified Public Accountant since 2014 and a Certified Fraud Examiner since 2016. His experience in the accounting industry is diverse, spanning a wide range of roles. Justin was the controller of a private company and has worked in public accounting. He served as the director of operations for one of the nation’s top privately owned forensic accounting practices before opening Space Coast Forensics. 

Investigating a Fraud Case - Justin Burns

Walk through a fraud investigation with a forensic accountant. Topics covered in this session will include:

  • How to create a plan for your investigation
  • Data gathering
  • Some common analyses used in investigations
  • Communicating your findings


The New Moat: Connected, Global, AI-Ready Finance 

Business growth and global ambitions demand deep, real-time insights and the agility to act on them. This has made technology—particularly AI—central to modern finance. However, disconnected finance tools and context-deficient data create complexity, slow decision-making, and leave significant value untapped.

Credits: 1 - Accounting and Auditing

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- Risk Management Mantras for Daily Practice | Profession Opportunities Update

Kevin Hayes, Risk Control Consultant, CNA Insurance

Kevin Hayes

Kevin Hayes is a Risk Control Consultant for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program. He previously served audit clients for six years with both national and regional public accounting firms. Hayes currently provides risk control consulting services for CPA firms in the AICPA program. He participates in the development and delivery of risk management training and education products including the live risk management seminar and self-study programs, as well as other tools to assist CPA firms in managing their professional liability risk. Kevin earned both his bachelor's and master's degrees from the University of Dayton. He is a member of the AICPA and the Illinois CPA Society

Mark Koziel, CEO, Association of International Certified Professional Accountants, President and CEO, AICPA, AICPA

Mark Koziel

Mark Koziel, CPA, CGMA, is the President and CEO of the American Institute of CPAs, and CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with 600,000 members, candidates, and registrants. Formed in 2017, the Association combines the strengths of The Chartered Institute of Management Accountants (CIMA) and the AICPA.

Koziel was named to this role by the Association’s Board of Directors in October 2024 and began his tenure on January 1, 2025. He brings a wealth of leadership experience, having served the profession for decades. Most recently, he was President and CEO of Allinial Global, an association of independent accounting and advisory firms with 268 member firms worldwide. He began that role in 2020 after 14 years with the Association (previously AICPA), where he served in a number of roles, including executive vice president, Firm Services.

Koziel began working in the profession at a large accounting firm, Lumsden McCormick, based in Buffalo, New York. Throughout his career he has been a consistent advocate for accountants, developing a strong global understanding of the accounting and finance profession.

He is known for his commitment to key values, such as strategic growth, teamwork, innovation, and excellence, and has been recognized with many notable awards. He regularly appears on Accounting Today’s Top 100 Most Influential People in Accounting and in 2017, Koziel received the Dr. Joseph R. Coppola ‘40 Outstanding Alumnus Award from Canisius University’s Accounting Department. Among his many accolades, Koziel was also named to CPA Practice Advisor’s Top Thought Leaders in Public Accounting and the International Accounting Bulletin and The Accountant’s list of the Global Accounting Power 50.

Originally from Buffalo, NY, Koziel graduated from Canisius University in 1991 with a BS, accounting degree. He now resides in North Carolina with his family.

 

Risk Management Mantras for Daily Practice - Kevin Hayes

The Accountants Risk Control team at CNA, the underwriter of the AICPA Professional Liability Insurance Program, speaks with thousands of CPAs every year and provides advice and guidance to help them navigate tricky and challenging client situations. While each situation is unique, certain catchphrases are shared with CPA firms more frequently than others. These common catchphrases have become risk management mantras.


Profession Opportunities Update - Mark Koziel

The CPA Profession is heating up, from private equity and artificial intelligence to expanding client advisory services and the global community. Join AICPA President and CEO Mark Koziel for a frank discussion about the challenges facing today's profession and the opportunities worth seeking.

Credits: 2 - Technical Business

This session is available to registrants only.

Tuesday, June 16th

General Session

- Keynote: State of the Profession | Stay Ahead of the Curve in Auditing & Accounting

Shelly Weir, President & CEO, Florida Institute of CPAs

Shelly Weir

Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a staff of 40 professionals responsible for carrying out the missions of the FICPA and FICPA Scholarship Foundation.  

 

Weir is actively engaged in legislative and advocacy efforts representing the CPA profession at the state and national level, serving as a Trustee for Florida TaxWatch As a member of the Board of Trustees for the Florida Chamber Foundation, she advocates for the business and tax interests of CPAs. As President & CEO, Weir represents all Florida CPAs with the state's Board of Accountancy and the Department of Business & Professional Regulation. As a member of the CPA Society of Association Executives, she collaborates with other association leaders to address regulatory and legislative agendas affecting CPAs across the nation.  

 

An association executive with nearly 20 years of experience, Shelly has the unique ability to foster excitement, commitment and vision in others to the benefit of the organization and its goals.   

 

Weir began her tenure as President & CEO of FICPA in April 2021. Prior to joining FICPA, she spent 10 years with the American Hotel & Lodging Association (AHLA), where she was most recently the Senior Vice President of Career Development. In this role, she designed and executed programs that delivered career advancement opportunities and competency attainment for professionals in the hotel industry.

 

Throughout her time at AHLA, Weir represented the hotel industry on multiple task forces with the U.S. Departments of Education and Labor under Presidents Obama and Trump. She was appointed Co-Chair of the Presidential Task Force on Expanding Apprenticeship in the United States from 2017-2018.  In 2020, her work was recognized by the White House with the Pledge to America's Worker Presidential Award for outstanding career development. 

 

Weir earned her Bachelor of Arts degree from Florida State University. She resides in Orlando with her husband and two sons and is an avid college sports fan.  

Erik De Vries, Director, Audit Quality Group, CohnReznick LLP

Erik De Vries

Erik De Vries is a Director in CohnReznick’s  Audit Quality Group and contributes to the development and implementation of the Firm’s audit methodology and quality initiatives.

Erik has extensive experience helping engagement teams interpret and apply professional standards and regulations to real world situations, including group audits, alternative investment portfolios, revenue recognition, leasing, agreed-upon procedures, and Single Audits. He also supports Firm training, including methodology implementation and proficiency, through curriculum development and teaching sessions.

Prior to joining CohnReznick in 2023, Erik spent more than a dozen years at a global network firm overseeing the execution of audits of public and private companies and not-for-profit organizations with total assets in excess of $4 billion and revenues of $6 billion under AICPA, ISA, Government Auditing and PCAOB standards. He also served a two-and-a-half-year rotation to that firm’s National Professional Standards Group in Audit Training and Knowledge Resources.

For his work on the Illinois CPA Society’s Audit & Assurance Services Committee, Erik has been honored with the Distinguished Service Award. Erik earned his Bachelor of Science in Accountancy from Calvin University and his Master of Business Administration from Indiana University. He is a licensed Certified Public Accountant in Illinois and Indiana.

Keynote: State of the Profession - Shelly Weir

Hear from President & CEO Shelly Weir about the FICPA’s advocacy efforts and legislative priorities following Florida’s 2026 Legislative Session. Learn about the key issues that will drive this year’s Session and their impact on the CPA profession. From pathways to deregulation, this is a comprehensive look at licensure in the Sunshine State


Stay Ahead of the Curve in Auditing & Accounting - Erik De Vries

The standards are always changing, are you ready? This timely, practical session delivers a concise update on the most important developments in auditing and accounting so you can prepare for upcoming audits and financial reporting. We’ll break down the latest guidance from the FASB, AICPA and PCAOB, translating complex updates into clear overview to help you identify issues promptly. Designed for professionals in public practice and industry, this session focuses on what’s new and considerations on how to prepare.

Credits: 1 - Accounting and Auditing

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- FASB Update

Jacob Rodman, FASB Practice Fellow, Financial Accounting Standards Board

Jacob Rodman

Jacob is a Practice Fellow with the Financial Accounting Standards Board (FASB), where he leads and collaborates on U.S. GAAP standard-setting activities. He is also an Audit Managing Director in KPMG LLP’s national office within the Department of Professional Practice. With more than 18 years of experience in public accounting, Jacob specializes in advising clients and consulting with engagement teams on complex technical accounting, reporting, and auditing matters and contributes to the development of accounting and auditing guidance. Earlier in his career, he served in KPMG’s U.S. Accounting and Reporting Group in Amsterdam. Jacob is a member of the American Institute of Certified Public Accountants and is a licensed CPA in Connecticut, Missouri, and Kansas. He holds undergraduate and graduate degrees in accounting from Kansas State University.

FASB Update - Jacob Rodman

This session provides an overview of recent and current standard-setting activities of the Financial Accounting Standards Board, including newly issued Accounting Standards Updates and active projects that may affect financial reporting under U.S. Generally Accepted Accounting Principles.

  • Recall key recent Accounting Standards Updates and active projects on the agenda of the Financial Accounting Standards Board.
  • Identify the objectives and key provisions of recent and proposed changes to U.S. Generally Accepted Accounting Principles (US GAAP).
  • Recognize potential financial reporting and implementation considerations arising from recent and upcoming US GAAP standard-setting activities.

 

Credits: 2 - Accounting and Auditing

This session is available to registrants only.

General Session

- AI Automation in Tax Preparation: What CPAs Can Adopt Right Now | Introduction to Fraud Detection with Excel: Tools and Techniques

Jaideep Singh, Co-founder & CEO, FlyFin AI Inc.

Jaideep Singh

Jaideep is the Co-founder & CEO with 20 years of experience in building Ai companies, and a proven track record of creating successful startups that have created over $3 Billion in value. He is passionate about combining AI/ML with CPAs to build a game-changing tax solution. He has a BS and MS in Computer Engineering from the University of Arizona, and an MBA from the Wharton School.

Christina Solomon, Director, Wipfli LLP

Christina Solomon

With over twenty-five years of experience working in public accounting firms, Christina focuses on providing litigation consulting and performing forensic accounting analysis. In these roles, she performs analyses, research and investigation, quantifies damages, writes reports, and provides expert witness testimony. In addition, she provides internal audit, financial modeling and data analysis services to her clients. Christina has a broad base of industry experience, including school districts and higher education.

Angela Abfall, Senior Consultant, Wipfli LLP

Angela Abfall

Angie Abfall is a Senior Consultant with more than 40 years of experience in the accounting profession. She is a member of Wipfli's Forensic and Litigation Services team, where she specializes in forensic investigations involving allegations of fraud, waste, and abuse, as well as litigation consulting engagements. Angie works closely with clients, attorneys, courts, and other stakeholders to analyze complex financial matters and provide clear, well-supported findings.

AI Automation in Tax Preparation: What CPAs Can Adopt Right Now - Jaideep Singh

This session explores how recent advances in AI are transforming tax preparation workflows for CPA firms. Participants will learn how modern AI technologies such as machine learning, reasoning models and workflow automation are improving document processing, data extraction and automatic tax return preparation.
The session will also discuss how automation can significantly reduce manual data entry, improve accuracy and increase productivity within tax practices. Attendees will gain insights into practical automation strategies that can be adopted during the current tax season to improve efficiency and scalability in their firms.


Introduction to Fraud Detection with Excel: Tools and Techniques - Christina Solomon & Angie Abfall

This interactive session introduces the use of Excel-based data analytics to identify fraud risk factors and indicators of potential misuse or misstatement. Participants will learn foundational data preparation techniques to cleanse and normalize data, address common data challenges, and apply key analytic tests such as gap detection, duplicate testing, outlier analysis, and trend analysis. The session emphasizes interpreting analytic results to identify unusual patterns, relationships, and transactions that may warrant further inquiry.

Credits: 1 - Accounting and Auditing

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- What Really Happens After a Cyber Breach: The Fin | Closing Keynote: Congressman Byron Donalds (FL-19) on Serving the People and Businesses of Florida

Byron Donalds, Congressman, State of Florida

Byron Donalds

A graduate of Florida State University with professional experience in finance, insurance and banking, Donalds was first elected in 2016 to the Florida Legislature, where he went on to serve as Chair of the House Insurance and Banking Subcommittee.  

He has been a member of the U.S. House since 2021, representing Florida's 19th congressional district, and currently sits on both the Oversight and Accountability and Financial Services committees. 

Jonathan Trimble, CEO, Bawn

Jonathan Trimble

Jonathan Trimble is a former FBI cyber executive and co-founder of Bawn, a cybersecurity firm that helps CPA firms and financial professionals strengthen compliance and reduce cyber risk. During his career with the FBI, Jonathan led cyber and intelligence modernization initiatives and worked on investigations involving threats to sensitive financial and operational systems. In that role, he saw firsthand how preventable cyber incidents could disrupt—or even force the closure of—small and mid-sized businesses when basic safeguards were not in place.
Today, Jonathan focuses on helping CPAs and their clients translate complex cybersecurity and regulatory requirements into practical, defensible actions. His approach emphasizes simple, repeatable frameworks that align with how CPAs already think about risk, controls, and documentation. He regularly speaks to professional associations on topics including the FTC Safeguards Rule, IRS data security requirements, and how CPAs can play a more active role in guiding clients on cyber risk.

What Really Happens After a Cyber Breach: The Financial Fallout Inside FBI Investigations - Jonathan Trimble

Cyber incidents are often approached as technical events; however, their most significant impacts are frequently financial, legal, and operational. Drawing on experience leading FBI cyber investigations, this session examines a real-world breach scenario from initial compromise through long-term resolution. Attendees will gain insight into how incidents unfold in practice and how associated costs and liabilities develop over time.


Closing Keynote: Congressman Byron Donalds (FL-19) on Serving the People and Businesses of Florida

Congressman Byron Donalds is confirmed for MEGA 2026. Congressman Donalds will serve as our closing keynote speaker on Tuesday, June 16. A graduate of Florida State University with professional experience in finance, insurance and banking, Donalds was first elected in 2016 to the Florida Legislature, where he went on to serve as Chair of the House Insurance and Banking Subcommittee. He has been a member of the U.S. House since 2021, representing Florida’s 19th congressional district, and currently sits on both the Oversight and Accountability and Financial Services committees. The FICPA is honored to host Congressman Donalds and excited to hear his remarks from our main stage on Tuesday afternoon at MEGA.

Credits: 2 - Technical Business

This session is available to registrants only.

Wednesday, June 17th

General Session

- Click Less Advise More | Stop Treating Learning Like a Checkbox: Build a Strategic Talent Engine for Your Firm

Deborah Defer, Director of CAS Consulting, Woodard

Deborah Defer

Deborah Defer is a visionary leader in Client Advisory Services (CAS) and serves as Director of CAS at Woodard. With more than two decades of experience in accounting, financial management, and strategic advisory, she is dedicated to helping small and mid-sized businesses gain financial clarity, strengthen operational efficiency, and build sustainable growth models. In recognition of her impact on the profession, Deborah was named one of Accounting Today's Top 100 -People to Watch in 2026.

At Woodard, Deborah designs and leads innovative CAS strategies that empower firms to modernize their practices, streamline workflows, and deliver high-value advisory services. She is passionate about leveraging technology and automation to transform data into real-time insights that drive better business decisions. Her expertise spans CAS pricing, spend management, and stepping into controllership roles for growing organizations.

An award-winning educator and mentor, Deborah is known for her dynamic workshops, webinars, and coaching engagements. She champions change management, technology adoption, and balanced firm cultures that prioritize innovation and client success. Her mission is to inspire firms to elevate CAS beyond compliance and create measurable, lasting value for the clients they serve.

Laurence Whittam, Managing Director, Global Strategy, Whitman Business Advisors LLC

Laurence Whittam

Laurence Whittam is the Practice Leader for Whitman Global Strategy, and serves as a leading advisor to the accounting industry on outsourcing strategy. With more than a decade of hands-on experience, Laurence has guided more than 500 CPA and accounting firms across the U.S., helping them design and manage high-performing offshore teams for tax, accounting and audit services.

Laurence is recognized as a Top 20 Under 40 Influencer by CPA Practice Advisor and is co-author of the AICPA Outsourcing Toolkit. As a national speaker and host of the Business Beyond Borders podcast, he provides business leaders with independent guidance on outsourcing models, compliance, integration and governance.

Jason McKeever, Practice Leader, Learning & Development, Whitman Business Advisors LLC

Jason McKeever

Jason McKeever is the Practice Leader for the Learning and Development team at Whitman Advisory, bringing more than 20 years of strategic leadership in the field, including 17 years as Chief Learning Officer at a Top 25 U.S. firm. He has driven continuous improvement and innovation by crafting and implementing learning strategies that align with organizational objectives, partnering across service lines and leadership teams to build scalable development programs covering technical, industry, sales and leadership skills. Jason is also recognized as a skilled facilitator and keynote presenter, engaging a wide range of audiences.

Click Less Advise More - Deborah Defer

CAS success isn’t about working harder — it’s about working smarter. In this engaging and interactive session, we’ll explore what it truly takes to “click less” and create the capacity to “advise more.”  Using live audience polling and real-time Q&A, we’ll uncover how technology, people, processes, and pricing either create operational drag — or unlock advisory capacity. Participants will benchmark their own practices against collective audience data, identify hidden inefficiencies, and gain clarity on where small shifts can produce meaningful improvements in margin, scalability, and client impact.  This session moves beyond theory to practical application. Attendees will leave with insights grounded in live data from the room and a clearer understanding of how to align their CAS structure to reduce manual effort and elevate advisory value.


Stop Treating Learning Like a Checkbox: Build a Strategic Talent Engine for Your Firm - Laurence Whittam

Accounting firms are facing a fundamental shift in how they attract, develop and retain talent. Technical training and CPE alone are no longer enough. Firms that want to remain competitive must be intentional about how they develop their people — aligning learning, career paths, leadership development and global team integration into a cohesive strategy.

In this interactive session, Jason McKeever, a learning advisor with 20+ years in the accounting industry and Laurence Whittam, an advisor to CPA firms on global talent and operational strategy, will explore how firms can transform learning from a compliance activity into a strategic advantage.

Participants will examine how leading firms are designing intentional learning tracks, developing future leaders, integrating global team members from locations like India and the Philippines and preparing for succession in an evolving profession. Through real examples, audience discussion, and interactive Q&A, attendees will leave with practical ideas to build a people strategy that strengthens their firm's long-term growth.

Credits: 2 - Behavioral

This session is available to registrants only.

General Session

- Monetizing AI for an Additional Six-Figure Revenue | Lets Commit Fraud! (and Stop it!)

David Yu, Founder, Wealth Advisor, DTY Wealth Planning Solutions

David Yu

David T. Yu is the Founder and Wealth Advisor of DTY Wealth Planning. In addition to his work in financial services, he is an active airline pilot and a former institutional pilot pension committee member for one of the largest U.S. based airlines. 
David has also served as an instructor of adult retirement planning at Broward Community College and advises individuals on how to maximize their Social Security benefits. He also counsels families on late-stage college financial planning and frequently presents on tax mitigation strategies at CPA conferences and symposiums.  
David has been featured on ABC, CBS, Fox, and NBC News, and recognized as one of America's Best Retirement Experts by Kiplinger's. David is the host of the podcast Jet Setting Wealth Advisory, where he shares financial insights tailored to aviation professionals and high-net-worth individuals & familes.

Andrew Renck, Root Point, Managing Director, Cybersecurity Instructor & Incident Response, ROOTPOINT

Andrew Renck

Andrew Renck is a 2003 graduate of the University of Miami with multiple degrees including Finance and Economics. While attending the University he created his computer consulting firm RootPoint. He has been providing secure systems integration long before “Cybersecurity” became a recognized term. Renck is an ethical hacker and has provided services for both offensive and defensive cybersecurity projects.

He holds multiple certifications and services both government entities and private-sector clients across a broad spectrum of industries. Renck has found and reported numerous vulnerabilities ranging from operating systems, firewall, email, content management systems, remote vehicle control, and healthcare equipment. He was the first instructor hired at HackerUSA and the University of Miami for the new cybersecurity program and wrote both portions of the curriculum as well as a cyber-defense textbook for securing Windows, Linux and network systems. Renck has served as an expert witness in both criminal courts and commercial litigation in the United States and Latin America.

Andrew is based in Miami, FL.

Michael Metcalf, Founder and Principal, Zapsoft.ai Sound Management Services LLC

Monetizing AI for an Additional Six-Figure Revenue - David Yu & Michael Matcalf

This  presentation will focus on how CPA practices can generate additional revenue stream by strategically integrating AI into their tax and advisory services. As AI continues to reshape the accounting landscape, firms that adapt early are positioning themselves to move beyond traditional compliance work and into higher-value advisory roles.

Attendees will gain insight into how top-performing CPAs are leveraging AI to uncover new opportunities, improve client tax outcomes and increase efficiency while actually decreasing their workload.


Lets Commit Fraud! (and Stop it!) - Andrew Renck

We saved the best for last! Return speaker and fraud expert Andrew Renck will bring you along for a journey through fraud. Andrew will break down how to stop hackers and fraudsters from attacking you and your clients. This session will cover:

  • How to identify attackers
  • How to stop attackers
  • What to do when attacked

 

Credits: 2 - Technical Business

This session is available to registrants only.

Non-Member Price $1,250.00

Member Price $950.00