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Take a deeper dive into the technology that’s radically changing our profession.

Held one day after the CPA #FutureReady Summit in 2019, the AI Innovation Summit brought together CPAs and business leaders interested in learning where artificial intelligence is headed, why they need to prepare, and how to leverage this new technology in the accounting and finance roles of the future.

See firsthand how firms and companies of all sizes are already using this emerging technology (along with machine learning, data analytics, and automation) to improve workflow, boost productivity, and increase efficiencies across a diverse range of business lines.


Featured Speakers Include:

Enrico Palmerino, Botkeeper
Samantha Bowling, MACPA Innovative Practitioner of the Year
Rebekah Brown, Director of Development, MACPA, BLI
Joey Havens, Executive Partner, Horne LLP
Annop Mehta, President, SSAI
Business Learning Institute
Course Level
Professional Area of Focus
Future Ready
Accounting & Auditing
T Shaped Professional Anticipating and Serving Evolving Needs
CPE Field of Study
Computer Software & Applications
Advanced Preparation


Event Information
Jun 10, 2020
12:00 pm - 4:00 pm EST
Total CPE Credits
Webcast Replay


Day 1

12:00 pm
Session 1 - Leaders in Artificial Intelligence: Executive Panel Discussion

Speakers – Tom Hood, CEO – MACPA/BLI, John Colthart – SVP Sales, MindBridge AI, Evan DeFord – Customer Experience Director – Inflo Limited, Enrico Palmerino, CEO – Botkeeper

In today’s world, cognitive computing and exponential technology change have become the new normal. The transformational nature of these technologies creates unlimited opportunities for today’s accounting and finance professionals. This high level panel will discuss the landscape for these technologies and practical advice on how to begin to implement them in your firm. Best practices and pitfalls will also be shared.

Session 2 - Case Studies in New Technology and Innovation

Speakers – Samantha Bowling – Managing Partner – Garbelman Winslow CPAs, Jonathan Kraftchick, Chief Innovation Officer – Cherry Bekaert, Jody Padar, CEO – New Vision CPA Group

This panel will feature experts that are driving change and innovation in their respective firms. Their case studies will explore some of the nuances between the various software options and implementation strategies. The panelists have been selected across a wide range of firm sizes so that issues are relevant to all that attend.

1:30 pm
1:50 pm
Session 3 - Cultural and Firm Mindset Strategies to Accelerate Change (Zoom)

Speakers – Joey Havens – Executive Partner, Horne LLP, Tom Hood – CEO, MACPA/BLI, Anoop Mehta – President, SSAI, Rich Stang – Owner, DeLeon & Stang CPAs

Cultural dynamics of firms and companies will have a tremendous impact on the environment in which the seeds of innovation will be planted. Joey, Rich, and Anoop will discuss how they created ‘anticipatory organizations” and elevated their culture to become more innovative and creative and learned how to see farther in emerging trends and opportunities. They will discuss how you can champion change in your organizations and foster a fertile environment for accelerated growth.

Session 4 - The #FutureReady Skillset: Tools for the Future

Speakers – Kimberly Ellison-Taylor – Executive Director, Oracle, Rebekah Brown – Director, MACPA/BLI, Jonathan Kraftchick – Chief Innovation Officer, Cherry Bekaert

Recent research says that the business environment for CPAs and Financial Professionals and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now imperative to learn a new set of competencies that will provide guidance outside of deep technical knowledge. This session will explore the key skills that are needed and how to leverage them for maximum impact.


$ (% off)


$ (% off)
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