General Session 1 | 8:00-9:00 am
Phaedra Boinodiris
IBM
GS1: AI for the Rest of Us
AI is a way for us to understand and grasp knowledge, information and put data into context. It is being used globally to make all kinds of decisions that directly impact our lives and yet most understand very little about it. We start with the definition that data is an artifact of human experience. We need the widest variance of humans, irrespective of your role and skillet, developing AI so that everyone’s story is a part of the models we are building.
Field of Study: Information Technology
Learn more about Phaedra
A fellow with the London-based Royal Society of Arts, Boinodiris has focused on inclusion in technology since 1999. She currently leads IBM Consulting’s Trustworthy AI Practice, she is the AI ethics board focal for all of consulting, and leads IBM’s Trustworthy AI Center of Excellence. She is the co-author of the book ‘AI for the Rest of Us’. Boinodiris is a co-founder of the Future World Alliance, a 501c3 dedicated to curating K-12 education in AI ethics. In 2019, she won the United Nations Woman of Influence in STEM and Inclusivity Award and was recognized by Women in Games International as one of the Top 100 Women in the Games Industry as she began one of the first scholarship programs in the United States for women to pursue degrees in game design and development.
General Session 2 | 9:10-10:10 am
Amanda Wilkie
Boomer Consulting
GS2: Building a Strategic Plan for Technology
Session information coming soon!
Field of Study: Information Technology
Learn more about Amanda
Amanda Wilkie, Consultant at Boomer Consulting, Inc., has a computer science background with more than two decades of technology experience, Amanda has spent nearly 20 years driving change and process improvement through innovative technology solutions in accounting firms of all sizes. She has held strategic leadership positions in firms ranging from Top 50 to Top 10, including her time as CIO of a Top 30 firm.
Amanda is recognized as a technology expert in the accounting profession and regularly speaks and writes on emerging technologies, such as blockchain and Web3, and their impact on the accounting profession.
Concurrent Sessions | 10:20-11:25 am
Randy Lowman
Laketurn Automation
Sharon Jones
Dot Consulting
1A: Process Automation Evolution: From RPA to Intelligent Workflows
Session information coming soon!
Field of Study: Information Technology
Learn more about Randy
Speaker information coming soon!
1B: Big Data Analytics
Session information coming soon!
Field of Study: Information Technology
Learn more about Sharon
Dr. Sharon Jones, Ed.D is the founder and CEO of the dot Consulting and the Dottie Rose Foundation, where she creates, innovates and implements cutting edge technology focused on new age education. She has found her passion in education and has served as a computer science expert for the past 22 years, bridging the gap between our everyday actions and the application of technology. Dr. Jones is a highly sought after and national award winning Computer Science expert, is one of the 100 Women to KNOW in America, a co-Founder of Carolina Women in Tech and when not running the technology-world, Dr. Jones spends her time with her husband Ricky, and two sons, Ethan and Dylan.
Lunch 11:25-12:30 pm
General Session 3 | 12:30-2:10 pm
David Cieslak, CPA
RK Solutions
GS3: Artificial Intelligence 2024
Artificial Intelligence (AI) has reached a critical inflection point, already disrupting and forever changing virtually all service-based industries. This session will explore areas of impact, and how AI can be leveraged to greatly enhance efficiencies, accuracy and insights. Things are getting interesting!
Major topics covered:
- So many acronyms – AI, AGI, ML, NLP, LLM, and more – what do they all mean?
- Recent developments, making this the “year of AI!”
- Practical applications of AI across various accounting functions, including process automation, data verification, fraud detection, financial analysis and more.
- Practical, legal and ethical considerations.
- Future impact of AI on the profession.
Field of Study: Information Technology
Learn more about David
David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes.
He is a frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA) and other state accounting societies as his alter ego “Inspector Gadget.” He is a Sage Intacct Certified Consultant and holds the GIAC Security Essentials Certification (GSEC). He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation.
Concurrent Sessions | 2:20-3:20 pm
Zackery Reichenbach-Carr, Innovation Lab Leader
RSM
Jody Padar, CPA
The Radical CPA
2A: Actionable AI in Professional Services
Struggling to bridge the gap between your AI ambitions and real-world results?
- Follow along to gain insight and a practical blueprint for AI success.
- We’ll guide you through how you can craft a winning AI strategy tailored to your firm.
- Walk through the implementation steps used to unlock AI potential at your organization.
- Leverage AI to automate tasks, gain deeper client insights, and propel your business to the forefront of the industry.
- Hear our lessons learned to turn your AI strategy into reality.
Field of Study: Information Technology
Learn more about Zackery
Zackery Reichenbach-Carr is the Artificial Intelligence Leader at RSM US LLP, a leading provider of audit, tax, and consulting services to middle market businesses. He is responsible for developing and executing a comprehensive AI strategy that encompasses cutting-edge AI techniques, ensuring RSM remains at the forefront of innovation in the industry. He also leads a team of AI professionals and collaborates with cross-functional teams to identify and deliver AI solutions across various business functions, including audit, tax, consulting, and risk advisory services. Zackery has over 10 years of experience in the AI and machine learning field. He has a proven track record of building and leading high-performing teams, delivering measurable business outcomes, and providing thought leadership and guidance on ethical AI practices and AI governance.
2B: Radicalize Your Tax Game With Cutting Edge Technology
Get ready to radicalize your tax game because tech is transforming the field like never before! Keeping up with the latest technological advancements isn’t just important—it’s crucial. It’s the key to supercharging your efficiency, propelling your growth and delivering top-notch service to your clients. Are you ready to dive into the world of cutting-edge tools and systems? Wondering how they’re reshaping the very fabric of tax? Then buckle up and join us for an exciting session where you’ll discover how leading tax firms harness technology to streamline workflows, boost accuracy and ignite unprecedented growth. Don’t be left in the dust—embrace the future of tax today!
By the end of this session, you’ll:
• Understand the power of technology in modern tax practices.
• Discover how to use state-of-the-art tools designed to turbocharge your tax services.
• Gain invaluable insights and practical tips for navigating the tech-driven revolution.
• Learn proven strategies used by successful tax firms to fuel their growth and stay ahead of the curve.
Field of Study: Information Technology
Learn more about Jody
Jody Padar, CPA, also known as The Radical CPA, is one of the accounting profession’s foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which will be published in early 2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.
Since her days as a small firm owner, she has advocated for bringing the accounting profession into the digital age and leading the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. Currently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she’s excited to help develop, evolve and share a simplified and pleasurable tax experience.
Padar is married with two adult children and currently resides in Door County Wisconsin. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.
Concurrent Sessions | 3:30-4:30 pm
Rafe Martin
ComTech
Ryan Lim, CPA
RSM Canada
Learn more about Ryan
Speaker information coming soon!
Tim Reagan, CPA
RSM US
Learn more about Tim
Speaker information coming soon!
3A: AI Cyber Threats and Security
Session information coming soon!
Field of Study: Information Technology
Learn more about Rafe
Rafe has over thirty years of experience in the IT industry as a software developer and managing partner for a digital services firm. Rafe brings a wealth of experience to his role as Chief Revenue Officer at ComTech and enjoys helping clients leverage technology to achieve their goals.
Recognizing the future is undeniably AI-driven, Rafe recently earned a certificate from MIT’s prestigious executive program on Artificial Intelligence: Implications for Business Strategy.
Rafe holds the position of HIPAA Compliance Officer at ComTech and ensures the company’s HIPAA certification as a Managed Services Provider. Currently, ComTech provides support to more than 30 medical and dental practices.
Outside of saving the world from inferior tech providers, Rafe has too many hobbies to count. His favorites are playing in a bluegrass band, driving sportscars, the Jeep life, smoking pork shoulders and spending time with his wife of 34 years and their three children.
3B: Audit Innovation
Session information coming soon!
Field of Study: Information Technology
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