tour Schedule
*speakers may vary based on the city
8:30 AM
Networking Breakfast
9:30 AM
Welcome & Opening Remarks
9:45 AM
Advisory: Today's Reality and Tomorrow's Outlook
SPONSORED BY Karbon
Building The Brand You Believe In
Answering Your Hardest Client Questions with Confidence
12:00 pM
12:30 pM
Mary Delaney
Chief Executive Officer at Karbon
SPONSORED BY FATHOM
1:30 pM
Keila Hill-Trawick
10:45 AM
The Art of Turning Numbers Into Insight
SPONSORED BY relay
SPONSORED BY Fearless foundry
Madeline Reeves
Founder + CEO of Fearless Foundry
11:30 AM
Founder + CEO of Little Fish Accounting
Wesley McDonald
lunch
Panel discussion
Accounting Community Partnerships at Relay
Nichole Porter
Jason Blumer, CPA
CEO of Blumer & Associates, CPAs
Head of Partnerships & Sales at Relay
Profitable Advisory Services: Build, Price, and Deliver with Impact
The Advisory Firm in the Age of AI: Human-centered, Tech-enabled
Vice President at Karbon
2:00 pM
SPONSORED BY Ignition
Ryan Embree
Director of Partnerships at Ignition
SPONSORED BY Karbon
twyla verhelst, CPA
2:30 pM
4:45 pM
Ian Vacin
Chief Partnerships Officer & Co-founder at Karbon
10:15 AM
Ian Vacin
Chief Partnerships Officer & Co-founder at Karbon
3:00 pM
3:30 pM
Your Client Experience Anthem
Vendor Networking
Live Podcast Featuring Industry Leaders
SPONSORED BY earmark
Happy Hour + Pop-Up Bar Experience
SPONSORED BY Bill.com
Accountant Community Manager at OnPay
Geni Whitehouse, CPA
Founder of The Impactful Advisor