Atlanta, GA

Date: october 7

Location: MODEx Studio, 3005 Peachtree Rd, Atlanta, GA 30305

Time: 8:30 AM - 6:00 PM

A one-day, high-impact industry event exploring the future of accounting in Atlanta on October 7!

From AI innovation to client advisory services, talent retention, and succession planning—this event is designed to empower modern firms. Connect with peers, attend targeted sessions, and engage with leading fintech partners through immersive content, networking, and a live podcast taping.

speakers

Jason Blumer

CEO of Blumer & Associates, CPAs

Ian Vacin

Chief Partnerships Officer & Co-founder at Karbon

Madeline Reeves

Founder + CEO of Fearless Foundry

Ryan Embree

Director of Partnerships at Ignition

Blake Oliver, CPA

Founder of Earmark

Valerie Heckman

Accountant Community Manager at OnPay

Matthew May

President of Acuity

Emcee

Keila Hill-Trawick, CPA

Founder + CEO of Little Fish Accounting

Hometown host

Enya Spicer

Owner of Enya Business

The setlist

Networking Breakfast

8:30 AM

Welcome & Opening Remarks

9:30 AM

Advisory: Today's Reality and Tomorrow's Outlook

9:45 AM

SPONSORED BY Karbon

Ian Vacin

Chief Partnerships Officer & Co-founder at Karbon

Building The Brand You Believe In

10:15 AM

SPONSORED BY Fearless foundry

Madeline Reeves

Founder + CEO of Fearless Foundry

Standardize Your Tech Stack: The Foundation for Scalable Advisory

10:45 AM

Founder of Earmark

SPONSORED BY relay

Blake Oliver, CPA

Cracking the Code: How to Build Advisory Services That Clients Actually Want

11:30 AM

SPONSORED BY FATHOM

Keila Hill-Trawick, CPA

Founder + CEO of Little Fish Accounting

12:00 pM

lunch

The Evolution of AI in Accounting

12:30 pM

Panel discussion

Profitable Advisory Services: Build, Price, and Deliver with Impact

1:30 pM

SPONSORED BY Ignition

Ryan Embree

Director of Partnerships at Ignition

Matthew May

President of Acuity

The Advisory Firm in the Age of AI: Human-centered, Tech-enabled

2:00 pM

SPONSORED BY Karbon

Jason Blumer

CEO of Blumer & Associates, CPAs

Your Client Experience Anthem

2:30 pM

SPONSORED BY ONpay

Valerie Heckman

Accountant Community Manager at OnPay

Vendor Networking

3:00 pM

Live Podcast Featuring Onpay

3:30 pM

SPONSORED BY earmark

Happy Hour + Pop-Up Bar Experience

4:00 pM

SPONSORED BY Bill

6:00 pM

show ends

sponsors

microsponsors

see you on tour!

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