Accounting Concept Leaders Talk about Long run of the Occupation, Advisory Services and products, and Tax


Just about 30 of essentially the most influential specialists, practitioners and accounting generation visionaries convened in New York Town Feb. 20-22, 2023, for CPA Follow Marketing consultant‘s thirteenth annual Accounting Concept Chief Symposium.

CPA Follow Marketing consultant editor-in-chief Gail Perry, CPA, leads dialogue with attendees on the 2023 Accounting Concept Chief Symposium.

The once a year match, hosted via CPA Follow Marketing consultant (, fosters verbal exchange and enlargement at the analysis of applied sciences, practices and exterior influences which are shaping skilled services and products, in addition to company and shopper luck.

Roman Kepczyk, CPA, CITP, CGMA.

Individuals got here from around the U.S. in addition to Taiwan and Australia. They constitute a huge spectrum of the accounting occupation together with small tax-focused corporations, common practices, nationwide corporations, company accountants, accounting educators, accounting generation specialists , and technologists, and all are well known audio system at tradeshows and CPE occasions.

Jim Bourke, CPA, CGMA.

Observe the Twitter hashtag #CPATLS ( for the continued dialog in regards to the Concept Chief Symposium.

Jennifer Lee Wilson of ConvergenceCoaching

All the way through the symposium, those pros will meet with core construction and government personnel of key accounting generation suppliers to resolve and form the way forward for the occupation, together with each short- and long-term evolutions in generation, workflow strategies, and company control.

2023 Accounting Concept Chief Symposium Schedule

Schedule pieces are to begin with stored common, in order that dialogues, demanding situations, disagreements, and new avenues of concept will also be explored as they expand organically.

Then again, some spaces of common steerage, as they pertain to accounting and tax execs, had been supplied to spur concept:

Brian Tankersley, CPA.CITP, CGMA.
  • AI transformation
  • New developments in advisory services and products
  • DEI
  • ESG
  • Upper training
  • Staffing problems
  • Company construction
  • Knowledge safety/privateness
  • Era answers, best-suite vs. best-of-breed
Rick Telberg, founding father of CPA Trendlines.

To additional information attainable discussions on those huge subjects, the attendees had been inspired to center of attention the route at the following views:

  • What’s converting or what adjustments do attendees wait for within the above spaces;
  • What isn’t converting however wishes to switch;
  • What must occur in particular within the accounting occupation;
  • What is going to facilitate those adjustments, and what are we able to as participants of this staff do; and,
  • How can we see our 12 months forward unfolding with regards to visibility – talking/writing/educating engagements – and,
  • How are we able to form our output to advance those spaces of trade?
Technologist Randy Johnston of NMGI and K2 Enterprises.

Attendees integrated:

Jason Blumer CPA
Jim Boomer CPA.CITP
David Cieslak CPA.CITP, CGMA, GSEC
Joey Havens
Michael Hsu CPA, CGMA
Angie Grissom CPA.CITP
John Higgins CPA.CITP, CGMA
Kacee Johnson MBA
Randy Johnston
Roman Kepcyzk CPA.CITP, CGMA, LSS BB
Mark Koziel CPA, CGMA
Clayton Oates
Michelle Golden River CPF
Donny Shimamoto CPA.CITP, CGMA
Brian Tankersley CPA.CITP, CGMA
Rick Telberg
Sandra Wiley
Jennifer Wilson
  • CPA Follow Marketing consultant thank you the next generation corporations for serving to make the 2023 match a luck: Corvee, Avalara, Zoho and Withum.

Further visitors and audio system integrated:

  • Andrew Argue, CPA (Corvee)
  • Sarah Schariest (Corvee)
  • Sona Akmakjian, CPA (Avalara)
  • Brian Austin (Avalara)
  • Becky Livingston (Speaker, Penheel Advertising and marketing)
  • Nathan Rodgerson (Zoho)
  • Val Steed, CPA (Zoho)
  • Pat Walsh, CPA (Withum)

Photograph Gallery:


CPA Follow Marketing consultant has supplied accounting and tax pros with company control and generation steerage, opinions, knowledgeable observation, tutorial alternatives, and various print and virtual sources for greater than 30 years.

supply Through