2026 Digital Evolution Summit (DES)
12.0 Credits
Member Price $695.00
Non-Member Price $695.00
Overview
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Where technology meets transformation!
Digital Evolution Summit
November 16–17, 2026
Margaritaville Hollywood Beach Resort | Hollywood, Florida
Industry giants FICPA, Karbon and Aider are launching the Digital Evolution Summit on Nov. 16-17 to disrupt traditional accounting and propel you and your firm into a tech-first future.
The accounting profession is at a turning point. AI, automation, and evolving client expectations are transforming how work gets done — and how to adapt and thrive in a tech-driven environment.
Understand what an AI powered firm really looks like. This is not a look ahead . . . it’s what’s already happening.
This inaugural event is built to disrupt traditional accounting and propel you and your firm into a tech-first future.
How You Will Benefit
- Stay Ahead of AI Disruption - Understand how AI is actively reshaping accounting, advisory and client service models
- Practical, Real-World Applications - Walk away with tools, frameworks and strategies you can implement immediately
- Elevate Your Firm or Organization - Learn how to streamline operations, improve margins and enhance client experiences
- Network with Industry Leaders & Exhibitors - Engage with innovative solution providers and explore tools that can transform your workflow
- Connect with Like-Minded Professionals - Build meaningful relationships with peers who are navigating the same challenges.
- Exclusive Insights from Industry Leaders - Hear directly from pioneers in accounting technology who are building and using tech.
Register today for future-ready strategies; in-person learning, collaboration and innovation; and the knowledge to lead change within your organization.
Earn your Ethics CPE on Nov. 17
- Earning your ethics CPE has never been easier. Created with the DBPR and approved by the Board of Accountancy, “FICPA Ethics: Protecting the Integrity of the Florida CPAs,” is being offered in-person on Nov. 17. Earn up to 4 hours of CPE when you attend as part of DES or as a standalone option (call in to register for standalone ethics)
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.
FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday.
Social Media
Cancellation Policy
We love to see you commit to the Digital Evolution Summit early, but know sometimes life forces schedules to change. If that happens, you have options. Please let our member services team know which option you select below:
- Receive a full refund to your original payment method, transfer your balance to a future event, or place money on account by canceling before Oct 16, 2026. Call or email MSC at msc@ficpa.org or call 850-224-2727.
- 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 $150 by canceling on or after Oct 16, 2026. Call or email MSC at msc@ficpa.org or call 850-224-2727.
Please review the FICPA CPE Policies for additional information: CPE Policies
Highlights
- Firm Management
- Business Strategy
- Leadership
- Emerging Trends
Prerequisites
NoneDesigned For
CPAs, accountants, and other finance professionals
Objectives
- Elevate your Firm practice and growth
- Discuss hot topics in tech
- Look to the future of tech
Notice
You Belong Here!
Margaritaville Hollywood Beach Resort
$239++ (when reserved before Oct. 16)
*Discounted resort fee of $15
1111 N. Ocean Dr.
Hollywood, FL 33019
This vibrant Key West-inspired resort offers tropical vibes and luxurious comfort. Nestled between the Atlantic Ocean and Intracoastal Waterway, it is one of the top Hollywood Florida hotels. After learning and networking, unwind at one of the resort’s iconic bars (including the 5 o'Clock Somewhere Bar and Grill), stroll along the Hollywood Beach Boardwalk or hop on (and off) guided Ft. Lauderdale Water Taxis.
*Resort fee includes Wi-Fi, fitness center, beach chairs and umbrella, bike rental, in-room water and coffee and more. DES guests also enjoy discounted overnight parking.
A link to reserve your room will be included with your DES registration confirmation.
Reservations made after the cutoff date will be subject to availability and current room rate. Please note that the conference accommodation rate is subject to sell out prior to the advertised reservation cut off date.
Please note: Attendees are solely responsible for issues that may arise when rooms are booked using a third-party.
Monday, November 16th
General Session
- Waves & Wellness Oceanfront Walk
This session is available to registrants only.
General Session
- What an AI-Powered Firm Really Looks Like
Brendan Roberts, FounderBrendan Roberts
Brendan Roberts is the Founder of Aider, now part of Karbon, where he helps accountants automate period close
and grow high-value advisory services with AI. He brings more than 15 years of experience in fintech and
telecommunications across the UK, New Zealand and South Africa, and champions proactive, data-driven
Accounting.
Ian Vacin
Ian Vacin is Co-Founder and Chief Partnerships Officer at Karbon, with almost 30 years of leadership experience in
technology and accounting, including executive roles at Xero and Intuit. Conversations with thousands of
accountants over the past decade shape how he thinks about firm productivity and profitability. Ian holds an MBA
from Northwestern University's Kellogg School of Management.
Most firms know they should be doing something with AI. Far fewer know what a firm that has actually made the shift looks like in practice. This session opens with plain English definitions of the terms being thrown around right now (agentic AI, MCP, AI literacy, etc.) and what each one actually means for a firm. Then it builds a reference technology stack for a modern accounting firm, showing how the pieces connect and what becomes possible when they do. Not only the accounting work, but how firms win clients, tell their story and grow. It is grounded in new Karbon research into what firms are using today, what they are spending, and where they plan to invest next year.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Putting AI to Work in the Accounting Profession
Credits: 1 - To Be Determined
This session is available to registrants only.
General Session
- Protecting Your Firm: Emerging Cyber Threats and Best Practices
Credits: 1 - To Be Determined
This session is available to registrants only.
General Session
- Automating for Efficiency: Software Solutions That Save Time
Credits: 1 - To Be Determined
This session is available to registrants only.
General Session
- From Compliance to Advisory: AI's Impact on Accounting
Credits: 1 - To Be Determined
This session is available to registrants only.
General Session
- Beyond the Technology: Leading Digital Transformation in an Accounting Firm
Kevin McElgunn, Team Leader Digital Audit Solutions, WithumSmith+Brown, PCKevin McElgunn
Kevin McElgunn is an audit partner with over 12 years of public accounting experience. He helps clients achieve transparency and confidence in their financial reporting, developing innovative solutions for effective and efficient audits and providing in-depth and concise industry insight.
Kevin's expertise is in serving multinational private and publicly-held companies, primarily in the manufacturing, distribution, and technology sectors. Kevin's extensive knowledge encompasses public offerings, SEC filings, International Financial Reporting Standards (IFRS), ERISA, private placements, and mergers and acquisitions.
In his capacity as the team leader for cloud-based technology solutions, Kevin is at the forefront of innovation at Withum. He oversees the implementation of these solutions and is instrumental in developing cutting-edge, client-centric solutions. As a senior member of Withum's Accounting and Auditing Fellowship Program, Kevin plays a pivotal role in shaping the future of the Firm. He is entrusted with the responsibility of instructing and training new staff members, as well as conducting numerous in-house Continuing Professional Education (CPE) certified courses.
Credits: 1 - To Be Determined
This session is available to registrants only.
General Session
- AI Governance and Implementation: Best Practices for Success
Credits: 1 - To Be Determined
This session is available to registrants only.
General Session
- AI Lab: Build Your First AI-Powered Workflow
Credits: 1 - To Be Determined
This session is available to registrants only.
Tuesday, November 17th
General Session
- Waves & Wellness Oceanfront Walk
This session is available to registrants only.
General Session
- State of the Profession
Shelly Weir, President & CEO, Florida Institute of CPAsShelly 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.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- 2026 Legislative Update
Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAsJason 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.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Beyond the Hype: How Digital Assets Are Reshaping Accounting
Gary Forster, Managing Partner, ForsterBoughmanGary Forster
Gary's practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.
Gary spent the first decade of his career structuring and closing some of the largest corporate transactions in the region. The mergers and acquisitions Gary consummated range from the national consolidation of regional US construction and transportation interests to real estate investment trusts, hospitals and surgical centers. Gary is one of the few attorneys in Central Florida with experience in cross-border corporate transactions, including a variety of industries ranging from intellectual property concerns to international distribution and manufacturing interests.
Gary's corporate work, with some of the most prominent companies and entrepreneurs in Florida and abroad, led him to expand his practice fifteen years ago. Successful clients require substantial tax, estate and asset protection planning. Gary recognized that certain wealthy clients require a single partner contact, familiar with both business law and tax planning and structuring. Gary serves that purpose. Gary has designed and drafted hundreds of corporate documents and asset protection plans.
Gary is the author of two books. In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition. In 2016, Gary finished the first edition of The U.S. Estate and Gift Tax and the Non-Citizen, which explains how resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax.
Gary writes and lectures nationally to state bar and CPA groups on the topics of asset protection, international tax and corporate law. He has also instructed classes at the University of Florida (Levin College of Law) and Rollins College (Crummer Graduate School of Business). Gary's articles can be found in such publications as the Florida Bar Journal and the American Bar Association's Probate and Property Magazine. For a listing of Gary's recent speaking engagements, see below.
Gary's legislative amendments were adopted as Section 43A of the Nevis LLC Ordinance - Nevis Limited Liability Company (Amendment) Ordinance, 2015.
Digital assets are moving beyond speculation and into mainstream business, creating new responsibilities and opportunities for accounting professionals. From cryptocurrency and stablecoins to blockchain-enabled transactions and tokenized assets, accountants must be prepared to address the financial reporting, audit, tax, internal control, and risk implications these technologies create.
This session will cut through the hype and examine how digital assets are being used in practice, where the greatest risks and misconceptions remain, and how the accountant’s role is evolving alongside them. Attendees will gain a practical understanding of the developments shaping the profession, the questions they should be prepared to ask, and the knowledge and skills that can help them stay relevant in a rapidly changing financial landscape.
Credits: 1 - To Be Determined
This session is available to registrants only.
General Session
- CAS Panel: Using Technology to Deliver Greater Client Value
Credits: 1 - To Be Determined
This session is available to registrants only.
Optional Session
- Add-On: Ethics: Protecting the Integrity of Florida CPAs (0004980)
Paul Brown, Vice President, Professional and Technical Standards, Florida Institute of CPAsPaul Brown
Paul Brown joined the FICPA in November 1992 and is the Vice President of Professional and Technical Standards for the Florida Institute of CPAs (FICPA). One of Paul’s main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 300 reviews annually in Florida and oversees approximately 85 peer reviewers. Paul also assists members in the areas of professional ethics and professional standards. As part of his role with the FICPA Paul has instructed and authored continuing education programs for the AICPA and FICPA, for which he has received several outstanding discussion leader and author awards. Paul is serving on the AICPA’s Peer Review Standards Task Force, Technical Reviewers Advisory Task Force to the Peer Review Board, and former chair of the Audit Committee for the City of Tallahassee.
Prior to joining the FICPA, Paul was an audit manager with the regional firm of Williams, Cox, Weidner & Cox (now Carr, Riggs & Ingram) in Tallahassee, Florida. Paul holds a Bachelor of Science degree in accounting and finance from Florida State University and has been licensed as a CPA since 1988.
Add-On: This Florida Board of Accountancy-approved ethics course, developed by the Florida Institute of CPAs (FICPA), provides CPAs with a comprehensive understanding of their ethical and professional responsibilities. Designed for CPAs in various professional roles and industries, this course explores ethical principles, regulatory requirements and emerging issues affecting the profession.
Participants will gain insight into the Florida Statutes (Chapters 455 & 473) and Florida Administrative Code (FAC) (61H1), AICPA’s Code of Professional Conduct and general ethical behavior. The course includes discussions on professional integrity, independence, objectivity, conflicts of interest fraud detection and prevention, compliance requirements, and equipping CPAs with the knowledge needed to navigate ethical dilemmas while maintaining public trust.
This course meets the biennial ethics CPE requirement for Florida licensed CPA’s.
This course is an add-on event to the 2026 Digital Evolution Summit
Credits: 4 - Ethics
This session is available to registrants only.
- Registrant Price
- $149.00
Session Pricing:
Leader(s):
- Brendan Roberts, Founder
- Gary Forster, Managing Partner, ForsterBoughman
- Ian Vacin, Co Founder, Karbon
- Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAs
- Kevin McElgunn, Team Leader Digital Audit Solutions, WithumSmith+Brown, PC
- Paul Brown, Vice President, Professional and Technical Standards, Florida Institute of CPAs
- Shelly Weir, President & CEO, Florida Institute of CPAs
Leader Bios
Brendan Roberts, Founder
Brendan Roberts is the Founder of Aider, now part of Karbon, where he helps accountants automate period close
and grow high-value advisory services with AI. He brings more than 15 years of experience in fintech and
telecommunications across the UK, New Zealand and South Africa, and champions proactive, data-driven
Accounting.
Gary Forster, Managing Partner, ForsterBoughman
Gary's practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.
Gary spent the first decade of his career structuring and closing some of the largest corporate transactions in the region. The mergers and acquisitions Gary consummated range from the national consolidation of regional US construction and transportation interests to real estate investment trusts, hospitals and surgical centers. Gary is one of the few attorneys in Central Florida with experience in cross-border corporate transactions, including a variety of industries ranging from intellectual property concerns to international distribution and manufacturing interests.
Gary's corporate work, with some of the most prominent companies and entrepreneurs in Florida and abroad, led him to expand his practice fifteen years ago. Successful clients require substantial tax, estate and asset protection planning. Gary recognized that certain wealthy clients require a single partner contact, familiar with both business law and tax planning and structuring. Gary serves that purpose. Gary has designed and drafted hundreds of corporate documents and asset protection plans.
Gary is the author of two books. In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition. In 2016, Gary finished the first edition of The U.S. Estate and Gift Tax and the Non-Citizen, which explains how resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax.
Gary writes and lectures nationally to state bar and CPA groups on the topics of asset protection, international tax and corporate law. He has also instructed classes at the University of Florida (Levin College of Law) and Rollins College (Crummer Graduate School of Business). Gary's articles can be found in such publications as the Florida Bar Journal and the American Bar Association's Probate and Property Magazine. For a listing of Gary's recent speaking engagements, see below.
Gary's legislative amendments were adopted as Section 43A of the Nevis LLC Ordinance - Nevis Limited Liability Company (Amendment) Ordinance, 2015.
Ian Vacin, Co Founder, Karbon
Ian Vacin is Co-Founder and Chief Partnerships Officer at Karbon, with almost 30 years of leadership experience in
technology and accounting, including executive roles at Xero and Intuit. Conversations with thousands of
accountants over the past decade shape how he thinks about firm productivity and profitability. Ian holds an MBA
from Northwestern University's Kellogg School of Management.
Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAs
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.
Kevin McElgunn, Team Leader Digital Audit Solutions, WithumSmith+Brown, PC
Kevin McElgunn is an audit partner with over 12 years of public accounting experience. He helps clients achieve transparency and confidence in their financial reporting, developing innovative solutions for effective and efficient audits and providing in-depth and concise industry insight.
Kevin's expertise is in serving multinational private and publicly-held companies, primarily in the manufacturing, distribution, and technology sectors. Kevin's extensive knowledge encompasses public offerings, SEC filings, International Financial Reporting Standards (IFRS), ERISA, private placements, and mergers and acquisitions.
In his capacity as the team leader for cloud-based technology solutions, Kevin is at the forefront of innovation at Withum. He oversees the implementation of these solutions and is instrumental in developing cutting-edge, client-centric solutions. As a senior member of Withum's Accounting and Auditing Fellowship Program, Kevin plays a pivotal role in shaping the future of the Firm. He is entrusted with the responsibility of instructing and training new staff members, as well as conducting numerous in-house Continuing Professional Education (CPE) certified courses.
Paul Brown, Vice President, Professional and Technical Standards, Florida Institute of CPAs
Paul Brown joined the FICPA in November 1992 and is the Vice President of Professional and Technical Standards for the Florida Institute of CPAs (FICPA). One of Paul’s main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 300 reviews annually in Florida and oversees approximately 85 peer reviewers. Paul also assists members in the areas of professional ethics and professional standards. As part of his role with the FICPA Paul has instructed and authored continuing education programs for the AICPA and FICPA, for which he has received several outstanding discussion leader and author awards. Paul is serving on the AICPA’s Peer Review Standards Task Force, Technical Reviewers Advisory Task Force to the Peer Review Board, and former chair of the Audit Committee for the City of Tallahassee.
Prior to joining the FICPA, Paul was an audit manager with the regional firm of Williams, Cox, Weidner & Cox (now Carr, Riggs & Ingram) in Tallahassee, Florida. Paul holds a Bachelor of Science degree in accounting and finance from Florida State University and has been licensed as a CPA since 1988.
Shelly Weir, President & CEO, Florida Institute of CPAs
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.
Non-Member Price $695.00
Member Price $695.00