2025 Compliance Debrief: HR’s Most Impactful Changes and Insights
Paul Carelis, PHR, MP HR
This session provides a comprehensive overview of recent legislative and regulatory developments shaping the employment law and HR landscape. We’ll examine key changes at the federal level, highlight emerging state law trends, and share
practical insights to help businesses remain compliant and proactively prepare for changes coming in 2026.
Preparing For and Implementing Organizational AI
Brian Beck, Proxurve Solutions, Inc.
Colin Stauffer, BiG Impact Group
This session covers the essentials for building a secure AI foundation that drives real organizational value. Attendees will see practical use cases across a variety of tools and learn strategies for successful AI adoption.
Edward Jones & Exit Planning Institute
Josh Koza, CEPA, Exit Planning Institute
Mark Robbins, CPA, CEPA, Edward Jones
Did you know that 73% of business owners plan to transition their businesses within the next 10 years, and nearly half within the next five? This shift represents an estimated $14 trillion wealth transfer over the coming decade. Business owners
need trusted guidance now more than ever, requiring a shift from simply assessing company value to actively helping grow it. In this session, you’ll learn how to change outcomes for business owners by identifying, protecting, building,
harvesting, and managing business wealth.
Session topic and speaker coming soon!
It's time for a lunch break.
Cybersecurity Essentials for CPAs and Financial Advisors: Practical Guidance from VisibleOps Cybersecurity
Scott Alldridge, IP Services
Cybersecurity is no longer just a technology concern—it’s a critical business issue that demands urgent attention. Strong cybersecurity practices are essential to financial stability, regulatory compliance, and business continuity,
and the risks now impact firms of every size. As trusted advisors, CPAs and financial advisors are increasingly on the front lines, helping clients navigate threats that can directly affect their bottom line, reputation, and regulatory standing.
In this engaging session, Amazon bestselling author Scott Alldridge shares insights from his book VisibleOps Cybersecurity, weaving the “Golden Thread” of cybersecurity through real-world stories, case studies, and practical
frameworks. You’ll gain a clear understanding of today’s cybersecurity threat landscape, regulatory pressures, and evolving risks across industries. Most importantly, you’ll leave with practical, plain-English guidance you
can apply immediately to strengthen your firm’s security posture and elevate your advisory role with clients.
Why Businesses Pay 25% More—Even 2× More—for the Right Specialist, and How They Choose Accountants
Petar Iliev, TaxDome
This session explores insights from a first-of-its-kind study of more than 350 U.S. business clients who work with accounting firms. Attendees will learn why clients increasingly choose niche firms, how specialization influences their willingness
to pay, and which industries place the highest value on specialized expertise. The presentation delivers data-backed strategies for firm growth by aligning service offerings with specific industry needs, along with real-world examples of firms
successfully using niche positioning to expand their client base and command premium pricing.
Session topic and speaker coming soon!