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2026 Digital Evolution Summit Livestream (DESWEB)

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12.0 Credits

Member Price $795.00

Non-Member Price $795.00

Overview

Where technology meets transformation!

Digital Evolution Summit Livestream
November 16–17, 2026 

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    
  • Exclusive Insights from Industry Leaders - Hear directly from pioneers in accounting technology who are building and using tech. 

Register today for future-ready strategies, virtual learning, and the knowledge to lead change within your organization. 


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 

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


Cancellation Policy

  
We love to see you commit to the Digital Evolution Summit Livestream 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 Nov 9, 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 $55 by canceling on or after Nov 9, 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

None


Designed For

CPAs, accountants, and other finance professionals


Objectives

  • Elevate your Firm practice and growth
  • Discuss hot topics in tech
  • Look to the future in our Emerging Trends series


Notice

This event is a Livesteam of our In-Person Conference

Monday, November 16th

General Session

- Opening Keynote: The AI State of the Union: Hype vs. Real Progress

Kacee Johnson, VP, Strategy & Innovation, CPA.com (AICPA Subsidiary)

Kacee Johnson

Kacee Johnson is a fintech executive and innovation strategist with a standout record in driving global SaaS growth and scaling startups to funding or exit.

Recognized among Accounting Today's Top 100 Most Influential People, CPA Practice Advisor's Top 25 Thought Leaders, sits on the Forbes Technology Council, and is named one of the Most Powerful Women in Accounting by the AICPA, Kacee brings a rare combination of operator experience and strategic vision.

As Principal at radical, she helps organizations navigate disruption through provocative presentations, strategic guidance, and events that catalyze change. She also serves as Executive Director of the AI Native Accounting Foundation, an independent non-profit initiative which she co-founded to equip firms and finance teams to adopt AI with confidence through education, research, and recognition.

Kacee serves as an independent board member and advisor, bringing deep expertise in go-to-market strategy, product positioning, and emerging tech adoption. She is NACD Directorship Certified™, demonstrating advanced proficiency in corporate governance, strategic oversight, and leadership for high-growth companies in the $10-300M ARR range.

She hosts the AI Native Accounting Podcast and is a sought-after keynote speaker and conference emcee.

 

Everyone is deploying AI, but far fewer organizations can demonstrate that it is producing measurable value.

In this fast-moving state-of-the-market briefing, FinTech and AI strategist Kacee Johnson separates genuine progress from impressive demos, inflated ROI claims, and announcements designed to capture attention. Drawing on current platforms, use cases, and real-world implementations, she shows where AI is performing meaningful work today, where human judgment remains essential, and where the market is still running ahead of reality.

Kacee also examines what leaders should watch next as AI reshapes workflows, capacity, talent, pricing, and client expectations. Attendees leave with sharper questions for evaluating vendor claims, clearer measures of meaningful adoption, and an honest understanding of what AI can (and cannot) deliver right now.

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- Panel: In the Trenches, How Firms are Actually Using AI Today

Credits: 1 - To Be Determined

This session is available to registrants only.

General Session

- What an AI-Powered Firm Really Looks Like

Credits: 1 - To Be Determined

This session is available to registrants only.

General Session

- Automating for Efficiency: Software Solutions That Save Time

Janel Sykora, Regional Sales Manager

Janel Sykora

Janel Sykora has spent the past 15 years working alongside CPA firms to help them build stronger, more efficient, and more profitable businesses. At Ignition, she is passionate about helping firms tighten their revenue engines through smarter pricing, proposal automation, and cash flow best practices.

Janel believes CPAs—who advise businesses every day on financial health and operational discipline—should have some of the best-run businesses themselves. She works with firms to turn financial and operational insight into practical systems that improve efficiency, strengthen cash flow, and create a more consistent client experience.

As an Ignition representative on the "Automating for Efficiency" panel, Janel will share how automation can streamline client engagement and billing workflows, reduce friction across the revenue cycle, and give firms more time to focus on delivering high-value advisory services.

Mark Martukovich, CPA, Executive Director, Harness Advisory Platform

Mark Martukovich

Mark Martukovich, CPA, is Executive Director at Harness Advisory Platform, where he works with firm owners nationally on the shift from compliance-based practices to advisory-led businesses. Before joining Harness, Mark spent more than a decade leading his own high-growth firm through that same transition — growing advisory revenue by more than 580% and tripling the rate of new business after repositioning around advisory services. He has spent years on the national accounting conference circuit, sharing what that transition actually requires in practice: the pricing changes, the client conversations, and the operational shifts firm managers have to execute, not just approve. Mark is a frequent presenter at industry conferences, including an upcoming session at Digital CPA 2026, and has been featured in industry research and trade publications on advisory-led firm transformation.

Accounting and finance professionals spend significant time on repetitive processes that can increasingly be automated.

Through real-world demonstrations from, participants will see automation applied to practice and workflow management, client engagement and billing, and tax preparation, and gain a framework for evaluating automation opportunities within their own organizations.

Credits: 1 - To Be Determined

This session is available to registrants only.

General Session

- The New Cyber Risk: Protecting Your Firm in an AI-Driven World

Credits: 1 - To Be Determined

This session is available to registrants only.

General Session

- Beyond the Technology: Leading Digital Transformation in an Accounting Firm

Credits: 1 - To Be Determined

This session is available to registrants only.

General Session

- AI Governance and Implementation: From Use Case to Controlled Workflow

Svetlana Toohey, Co Founder and Controller

Svetlana Toohey

Lana Toohey, CPA, MAcc
Controller SDII Global LLC | Co-founder of PythonMuse LLC

Lana Toohey, CPA, MAcc, is Controller at SDII Global LLC, a multi-entity forensic engineering and consulting firm serving clients across the United States and Canada. She leads financial reporting, consolidations, foreign currency translation, lease accounting, and operational finance initiatives for a complex and growing organization.

Lana began her career as an auditor at Deloitte, building a strong foundation in discipline, structure, and technical precision. She later spent nine years with Mettler Toledo, supporting capital investments, factory transformations, restructurings, business-unit consolidations, and a major SAP migration.

These experiences shaped her leadership approach: strong fundamentals, collaboration, and respect for compliance in an increasingly complex business environment.

In recent years, Lana has focused on a critical question: How can finance operate smarter? That focus led her into automation, AI copilots, and coding. She now applies AI-enabled development and productivity tools to design better processes, troubleshoot reporting, automate data tasks, and accelerate analysis.

This journey led to PythonMuse (www.pythonmuse.com), a learning platform helping accounting and finance professionals use Python, AI, and automation in a responsible, audit-ready way.

Lana's mission is to help shape the future of accounting by preparing finance professionals to work effectively alongside AI and an increasingly agentic workforce. Her message is simple: AI will not replace you—but professionals who know how to use it will redefine the role.

AI governance is more than choosing approved tools. It is about creating the policies, controls, and oversight needed to use AI safely and reliably.  Through a real-world audit example, this session examines the key elements of AI governance, including risk assessment, data classification, use case approval, control design, monitoring, and audit evidence. Participants will leave with a practical roadmap for adopting AI: govern first, train teams, pilot one workflow, and then expand with confidence.

Credits: 1 - Accounting and Auditing

This session is available to registrants only.

General Session

- Stump the Experts: An Open Floor on AI in Accounting

Credits: 1 - To Be Determined

This session is available to registrants only.

Tuesday, November 17th

General Session

- State of the Profession

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.  

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 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.

Hot off the heels of the 2026 midterm election, FICPA Chief External Affairs officer Jason Harrell will walk you through what the results mean for CPAs in Florida and around the country.

With a new governor and new legislative leaders in place, Jason will also look ahead to the state's 2027 Legislative Session, outlining the FICPA's priorities and examining the new state of play in Florida.

Join us on Hollywood Beach to hear the latest news and notes from the FICPA's Governmental Affairs Team.

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- Beyond the Hype: How Digital Assets Are Reshaping Accounting

Credits: 1 - To Be Determined

This session is available to registrants only.

General Session

- CAS Panel: Using Technology to Deliver Greater Client Value

Sarah Ference, CPA, Risk Control Director, Accountants Professional Liability Continental Casualty Company - CNA

Sarah Ference

Sarah is the Risk Control Director for the Accountants Program at CNA. She oversees risk control services provided to CPA firms. She previously practiced public accounting for 15 years with a Big Four firm.

While in public accounting, Sarah provided internal control and risk management consulting services and external audit services to clients in multiple industries. She partnered with clients to help supplement or outsource functions typically performed in-house and served in a senior management role for a publicly-traded financial institution client for a 10-month period. Sarah was a national instructor for her firm, educating audit and advisory staff on the firm's audit process and internal control assessment methodology.

At CNA, Sarah and her team provide risk control services to insured CPA firms. Services include consultations on ways to help mitigate professional liability risk, development and delivery of risk management training and education products, authoring monthly risk management articles for the Journal of Accountancy, and creating other tools to assist CPA firms in managing their professional liability risk.

Levi Gruver, CPS Group CPAs PA

Levi Gruver

Levi P. Gruver, CPA, MAcc, is Tax Director at CPAlliance, where he provides tax, business advisory, and financial planning guidance to individuals, families, and business owners. With experience in both public accounting and private industry, including service as a Controller and Chief Financial Officer, Levi brings a practical perspective to integrating tax strategy with broader financial and wealth planning objectives.
Levi earned a Bachelor of Science in Accounting from Brigham Young University-Idaho and a Master of Accounting degree from the University of Idaho. He serves on the Advisory Board for the Accounting Department at Florida Southern College and is actively involved in helping clients navigate retirement, estate, and business succession planning decisions.
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.

Technology is changing more than how accounting work gets done—it is changing what clients expect from their advisers. This panel will explore how firms can use connected data, automation, AI, and digital platforms to anticipate client needs, expand into higher-value advisory services, and deliver more timely guidance. Panelists will also address an essential counterweight to innovation: protecting client information, professional judgment, and trust as firms adopt new technologies and broaden their services.

Credits: 1 - To Be Determined

This session is available to registrants only.

Non-Member Price $795.00

Member Price $795.00