Boston,Ma
Location: TBA
Date: October 9
Time: 8:30 AM - 6:00 PM
A one-day, high-impact industry event exploring the future of accounting in Boston on October 9!
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
Wesley McDonald
Accounting Community Partnerships at Relay
Nichole Porter
Head of Partnerships & Sales at Relay
Valerie Heckman
Accountant Community Manager at OnPay
Emcee
Kenji Kuramoto
CEO of Acuity Accounting
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
Jason Blumer, CPA
CEO of Blumer & Associates, CPAs
Building The Brand You Believe In
10:15 AM
SPONSORED BY Fearless foundry
Madeline Reeves
Founder + CEO of Fearless Foundry
The Art of Turning Numbers Into Insight
10:45 AM
Head of Partnerships & Sales at Relay
SPONSORED BY relay
Nichole Porter
Wesley McDonald
Accounting Community Partnerships at Relay
Answering Your Hardest Client Questions with Confidence
11:30 AM
SPONSORED BY FATHOM
lunch
12:00 pM
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
The Advisory Firm in the Age of AI: Human-centered, Tech-enabled
2:00 pM
SPONSORED BY Karbon
Ian Vacin
Chief Partnerships Officer & Co-founder at Karbon
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 Fathom
3:30 pM
SPONSORED BY earmark
Happy Hour + Pop-Up Bar Experience
4:45 pM
SPONSORED BY Bill
6:00 pM
show ends
