chicago, IL
Location: IO Theatre, 1501 N Kingsbury St, Chicago, IL 60642
Date: September 30
Time: 8:30 AM - 6:00 PM
A one-day, high-impact industry event exploring the future of accounting in Chicago on September 30!
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
twyla verhelst, CPA
VP, Industry Relations and Community at Karbon
Madeline Reeves
Founder + CEO of Fearless Foundry
Ryan Embree
Director of Partnerships at Ignition
Keila Hill-Trawick, CPA
Founder + CEO of Little Fish Accounting
Blake Oliver, CPA
Founder of Earmark
Valerie Heckman
Accountant Community Manager at OnPay
Martin Kamenski
CEO at REVEL CPA
Emcee
Keila Hill-Trawick, CPA
Founder + CEO of Little Fish Accounting
Hometown Host
Martin Kamenski, CPA
CEO of Revel CPA
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
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
Martin Kamenski
CEO at REVEL CPA
The Advisory Firm in the Age of AI: Human-centered, Tech-enabled
2:00 pM
SPONSORED BY Karbon
Kenji Kuramoto
CEO of Acuity Accounting
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 Karbon
3:30 pM
SPONSORED BY earmark
Happy Hour + Pop-Up Bar Experience
4:30 pM
SPONSORED BY Bill
5:30 pM
show ends
