Bring your firm and use our Group ticket discount (Min. 2 tickets)

Featured Voices

Emcee

Martin Kamenski

Founder & CEO
Revel CPA

Hometown Host

Liz Mason

Founder & CEO
High Rock Accounting

Ben Johnson

Head of Partnerships
Kick

Elliott Bastien Morin

Founder & Creative Director
3Motion Creative

Ian Vacin

Co-Founder & Chief Partnerships Officer
Karbon

Isaac Smith

Co-Founder
TeamUp

Josh Schneider

CEO
Multiply Advisors

Lynnette Oss Connell

Founder
ReInspired Leadership Consulting

Mariette Martinez

Owner & Founder
Mariette F. Martinez, EA

Nancy McClelland

Founder & Owner
The Dancing Accountant

Owen Pittman

Sales Representative
Cloud Accountant Staffing

Questian Telka

Founder & Owner
ReQoncile Financials

Richard Francis

Founder & CEO
Spotlight Reporting

Valerie Heckman

Accountant Community Director
OnPay

Wayne Richard

Partner
Bean Ninjas

Zach Greenwald

Head of Internal & Customer-Facing AI
Expensify
THIS YEAR’S FOCUS

OUR THREE CORE THEMES

All of our sessions and workshops will be shaped around what's front of mind across the industry right now.

AI IN ACTION

We're going beyond the basics this year. We're bringing together software partners who are building with agentic AI and the practitioners who are already using it to free up capacity and deliver better advisory. Expect less theory and more hands-on learning.

ADVISORY FOR TEAMS

 Firms started by freeing up compliance time to focus on advisory. Now we're looking at how to free up the owner and senior staff from being the only ones who can deliver it. We'll give you a practical roadmap to train up your team and scale.

BUILD THE FIRM YOU BELIEVE IN

We don't believe there's one right way to build a firm, and growth isn't the goal for everyone. Some of you want to scale, others want to go deeper with fewer clients. You’ll get the space, inspiration and peer-to-peer conversations to help you figure out what's right for you.

The Setlist

One day. Every session.
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Want session breakdowns and speaker details? View Detailed Setlist.

8:00 AM
Doors Open · Networking Breakfast
9:00 AM
Welcome & Opening Remarks
9:10 AM
Keynote — AI to Amplify the Human
Sponsored by Karbon
SESSION DETAILS →
10:00 AM
The Practice Audit: Finding the Right Balance Between People And AI
Sponsored by Expensify
SESSION DETAILS →
10:30 AM
how to use AI to Go from Doer to Advisor
Sponsored by Kick
SESSION DETAILS →
10:55 AM
Break Demo Bay Open
11:10 AM
Workshop — How to Build a Profitable Advisory Model Around Your Ideal Clients
Sponsored by Spotlight Reporting
workshop DETAILS →
12:00 PM
Cashflow Is the Advisory Product
Sponsored by Relay
SESSION DETAILS →
12:25 PM
Lunch Demo Bay Open
Locally sourced from the best spots in the city
1:15 PM
Panel Discussion
Sponsored By TeamUp
2:05 PM
Moving Change Forward in Your Firm
Sponsored by OnPay
SESSION DETAILS →
2:35 PM
Implementing a Foolproof Hiring Framework For Your Firm
Sponsored by Cloud Accountant Staffing
SESSION DETAILS →
3:00 PM
Break Demo Bay Open
3:15 PM
Workshop — Scale with Purpose: Unlock the Advisory Capacity You Already Have
Sponsored by Karbon
workshop DETAILS →
4:05 PM
Workshop — Find Your Story: How Trusted Advisors Stand Out in an AI World
Sponsored by 3Motion Creative
Workshop DETAILS →
4:55 PM
Wrap Up & Closing Remarks
5:10 PM
Happy Hour + Pop-Up Bar live music
Sponsored by bill
6:00 PM
Show Ends
6:30 PM
VIP DINNER — location disclosed to VIP ticket holders
Sponsored by Brex
6:30 PM
official After party — location TBA
The Venue

monOrchid

monOrchid is a 14,000 square foot, artistically driven event space in the heart of Phoenix's Roosevelt Row Arts District. Originally a warehouse built in 1937, reborn through years of renovation into a place for collaboration, creativity, and celebration. Think exposed wood trusses, gallery walls, soaring open space.

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Venue photo 1Venue photo 2Venue photo 3Venue photo 4

Advisory amplified
after dark

The Listening Lounge

Sponsored by Meridian
A VIP exclusive space to network with our partners and featured voices, with perks the GA floor doesn't get.

VIP dinner

Sponsored by Brex
Where the Lounge conversation keeps going. VIP only, over dinner with the partners and featured voices.

After party

Sponsored by Human Interest
The afterparty in every city, and everyone's invited. No VIP required, because the best conversations always happen after the last session.

The Demo Bay

Hands-on with the tools shaping advisory work — open every break and all through lunch.

Pick Your Pass

Passes are live now.

General Admission

Crowdsurfers

$199
For Accounting Professionals
✓ Full day access — all sessions, workshops, and breakouts
✓ Three locally sourced meals from the best spots in the city + snacks
✓ Physical + digital workbook designed to leave the event with an action plan
✓ Curated goodie bag
✓ Connect with 100 firm owners in your city
✓ Happy hour included
✓ 5 CPE credits
Get GA Ticket
Back Stage Pass

VIPs

$799
For accounting professionals who want the full VIP experience
✓ Everything in Crowdsurfers pass
✓ Priority check-in
✓ Premium reserved seating
✓ VIP post-event dinner with key industry headliners + speakers
✓ Exclusive access to a dedicated VIP space for networking and meetings throughout the day
✓ Gold tier goodie bag
Get Backstage Pass
Vendor Access

Vendor Ticket

For fintech companies attending without a sponsorship. Room access only.
$1,499
Get Vendor Ticket

Back Stage Pass

VIP · All Access

Access Level: Everything
  • Exclusive Swag Bag
  • Yours and yours alone. A VIP swag bag stocked with special pieces you won't find anywhere near the general admission table.
  • The VIP Lounge
  • Your home base for the day. A dedicated space to recharge, connect with fellow firm owners and senior leaders, and catch programming not available to general admission.
  • Access that matters
  • VIP ticket holders are who our sponsor partners most want to meet. More facetime with the fintech and advisory leaders shaping the profession — not just booth conversations.
6:30 – 8:00 PM · VIP Dinner
Sponsored by Brex
A seated, exclusive dinner for VIP ticket holders only, hosted by our partner sponsors. Real conversations, not conference small talk — kicked off with a welcome toast.

Secure Your Spot

Join other advisors in your area.

Get Your Tickets