Accounting AI & Automation Summit
If you’re wondering how to build a more scalable, automated, and future-ready firm, this event is for you.
I am excited to moderate a panel of top accounting leaders and tech innovators specializing in AI and Automation.
A full day of insights, demos, and real-world strategies, including:
Live Q&A with Jason Staats – How AI is transforming the role of the accountant
Ed Axe – Building a client success system that runs itself
Ryan Lazanis – How he “cloned himself” with automation
Chad Davis – The skills you’ll need to thrive in the AI-powered firm
Alex Falcon Huerta – How AI & automation helps her run a firm from anywhere as a digital nomad
Panel Discussion – Insights from the 2025 State of Workflow and Automation Report
Workflow Swap – Steal proven automated workflows shared live by leading firm owners
Demo – See how our AI & automation features work in action