Virtual Stop
Location: zoom
Date: November 18
Time: 7:30 AM - 3:00 PM PST
Join us on the virtual leg of the Advisory Amplified Tour!
Be a part of this high-impact digital event exploring the future of accounting. From AI innovation to client advisory services, talent retention, and succession planning—this immersive experience is designed to empower modern firms.
Connect with peers across the country, attend dynamic sessions, and engage with leading fintech partners through interactive content...all while staying cozy in your home office. Coffee on tap and zero commute time. Bliss.
Price: $29
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
Dan luthi
Partner at Ignite Spot Outsourced Accounting
David Lam
Co-founder & CEO at Abacor
Emcee
Kenji Kuramoto
CEO of Acuity Accounting
The setlist
Virtual Lobby Opens
7:30 AM PSt
Welcome & Opening Remarks
8:00 AM PST
Advisory: Today's Reality and Tomorrow's Outlook
8:15 AM PST
SPONSORED BY Karbon
twyla verhelst, CPA
VP, Industry Relations and Community at Karbon
Building The Brand You Believe In
8:50 AM PSt
SPONSORED BY Fearless foundry
Madeline Reeves
Founder + CEO of Fearless Foundry
Standardize Your Tech Stack: The Foundation for Scalable Advisory
9:20 AM PST
Founder of Earmark
SPONSORED BY relay
Blake Oliver, CPA
Cracking the Code: How to Build Advisory Services That Clients Actually Want
9:40 AM PSt
SPONSORED BY FATHOM
Keila Hill-Trawick, CPA
Founder + CEO of Little Fish Accounting
Enhancing Your Team’s Advisory Abilities
10:20 AM PST
Sponsored by Bill
Dan luthi
Partner at Ignite Spot Outsourced Accounting
10:45 AM PST
Lunch Break
The Evolution of AI In Accounting
11:20 AM PST
Panel discussioN
Unlocking Advisory Insights From Everyday Client Conversations
12:20 PM PST
Sponsored by Abacor
David Lam
Co-founder & CEO at Abacor
Profitable Advisory Services: Build, Price, and Deliver with Impact
12:50 pM PST
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
1:20 pM PST
SPONSORED BY Karbon
Your Client Experience Anthem
1:50 pM PST
SPONSORED BY ONpay
Valerie Heckman
Accountant Community Manager at OnPay
2:30 pM PST
Community Q&A
2:45 pM PST
Closing Remarks
3:00 pM PSt
show ends
