Featured Voices

Emcee

Martin Kamenski

Founder & CEO
Revel CPA

Hometown Host

Scott Scarano

Founder & Owner
Padgett Business Services

Caleb Johnson

Client Marketing Specialist
Cloud Accountant Staffing

Elliott Morin

Founder & Creative Director
3Motion Creative

Ian Vacin

Co-Founder & Chief Partnerships Officer
Karbon

Logan Kieller

Growth Lead
Kick

Nancy McClelland

Founder & Owner
The Dancing Accountant

Nayo Carter-Gray

Founder & Owner
1st Step Accounting, LLC

Richard Francis

Founder & CEO
Spotlight Reporting

Sabrina Parris

Owner & President
Honeycomb State Tax Strategies

Twyla Verhelst

VP of Industry Relations & Community
Karbon

Tyler Palmerton

Client Advisory Partnerships
Expensify

Valerie Heckman

Accountant Community Director
OnPay
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.

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
10:00 AM
How to use AI to Go from Doer to Advisor
Sponsored by Kick
10:30 AM
The Practice Audit: Finding the Right Balance Between People And AI
Sponsored by Expensify
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
12:00 PM
Cashflow Is the Advisory Product
Sponsored by Relay
12:25 PM
Lunch Demo Bay Open
Locally sourced from the best spots in the city
1:15 PM
Panel Discussion
Sponsored By TaxFigure
2:05 PM
Moving Change Forward in Your Firm
Sponsored by OnPay
2:35 PM
Implementing a Foolproof Hiring Framework For Your Firm
Sponsored by Cloud Accountant Staffing
3:00 PM
Break Demo Bay Open
3:15 PM
Workshop — Scale with Purpose: Unlock the Advisory Capacity You Already Have
Sponsored by Karbon
4:05 PM
Workshop — Find Your Story: How Trusted Advisors Stand Out in an AI World
Sponsored by 3Motion Creative
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

Transfer Co. Food Hall

Transfer Co. Food Hall is a renovated 1920s Carolina Coach Garage that once housed the nation's largest regional bus company. We're talking original brick, reclaimed beams, skylights, and locally sourced food from the hall's own vendors. Five minutes from downtown Raleigh's Moore Square Arts District. Not an expo hall in sight.

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

The Demo Bay

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

— Headline —

— Feature —

— Showcase —

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
✓ 6 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