CPE Catalog & Events

Get ahead of the potential risks of using generative AI by establishing procedures around its use. Learn six key considerations for CPA firms when developing AI policies. Hear the risks and what you can do to help mitigate those risks. Speaker Bio(s) Nicole Graham, Risk Control Consultant, Aon  - Nicole Graham is a Risk Control Consultant at Aon. Prior to joining Aon, Nicole was a litigator representing insurance carriers and their insureds in cases involving claims arising from various insurance products.  For more than a decade she defended accountants and other professionals against professional liability claims. Taking what she learned from examples of when things went wrong, Nicole delivers matter-specific advice to Aon’s CPA firm clients and provides webinars, articles and other materials on risk mitigation.Tyler Crews, Risk Advisor, Aon - Tyler Crews is a Risk Advisor at Aon and leverages his communication, relationship-building and leadership skills to work closely with CPAs to identify tailored insurance solutions to help them protect their business. Tyler honed his sales and customer service experience as a senior internal wholesaler at Prudential Financial, where he provided tailored financial solutions, built strong client relationships and supported advisors in navigating complex insurance and investment products.

Discounts often feel like a necessary evil - when a deal feels stuck, a client hesitates, or cash flow pressure creeps in. In those moments, discounts stop being strategic and start feeling emotional, quietly eroding confidence, consistency and cash flow.This session flips that experience on its head.You’ll learn how high-performing firms design rational discounts as a system that protects value, accelerates client decisions and restores control to the firm owner. This isn’t a pricing hack - it’s a fundamental shift in how firm owners think about discounts, control and confidence. Speaker Bio Elad Shmilovich Elad Shmilovich leads marketing at Anchor, the billing and collection platform trusted by thousands of accounting firm owners. For more than 18 years, he has grown service-based businesses to over $750 million in accumulated sales. A former agency owner and advisor to more than 100 businesses, Elad blends real-world experience with insights from creativity, psychology, and neuroscience. His sessions help firm leaders overcome growth challenges, lead with clarity, and build businesses that support their lives, not consume them.