Boston,Ma
Location: Ned Devine's, 1 N Market St, Boston, MA 02109
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
twyla verhelst, CPA
VP, Industry Relations and Community 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
Daniel Gertrudes
CEO at GrowthLab
James Erving
Head of Sales at Fathom
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
twyla verhelst, CPA
VP, Industry Relations and Community 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
James Erving
Head of Sales at Fathom
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
Daniel Gertrudes
CEO at GrowthLab
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 Fathom
3:30 pM
SPONSORED BY earmark
Happy Hour + Pop-Up Bar Experience
4:00 pM
SPONSORED BY Bill
6:00 pM
show ends
