Accounting Thought Leaders Focus on Way forward for the Occupation, Advisory Companies, and Tax

Practically 30 of essentially the most influential consultants, practitioners and accounting expertise visionaries convened in New York Metropolis Feb. 20-22, 2023, for CPA Follow Advisor‘s thirteenth annual Accounting Thought Chief Symposium.

Accounting Thought Leaders Focus on Way forward for the Occupation, Advisory Companies, and Tax
CPA Follow Advisor editor-in-chief Gail Perry, CPA, leads dialogue with attendees on the 2023 Accounting Thought Chief Symposium.

The annual occasion, hosted by CPA Follow Advisor (, fosters communication and enlargement on the analysis of applied sciences, practices and exterior influences which can be shaping skilled companies, in addition to agency and consumer success.

Roman Kepczyk, CPA, CITP, CGMA.

Contributors got here from throughout the U.S. in addition to Taiwan and Australia. They characterize a broad spectrum of the accounting occupation together with small tax-focused companies, normal practices, nationwide companies, company accountants, accounting educators, accounting expertise consultants , and technologists, and all are well-known audio system at tradeshows and CPE occasions.

Jim Bourke, CPA, CGMA.

Observe the Twitter hashtag #CPATLS ( for the continuing dialog concerning the Thought Chief Symposium.

Jennifer Lee Wilson of ConvergenceCoaching

Through the symposium, these professionals will meet with core improvement and government workers of key accounting expertise suppliers to find out and form the way forward for the occupation, together with each short- and long-term evolutions in expertise, workflow strategies, and agency administration.

2023 Accounting Thought Chief Symposium Agenda

Agenda gadgets are initially stored normal, in order that dialogues, challenges, disagreements, and new avenues of thought could be explored as they develop organically.

Nevertheless, some areas of normal steering, as they pertain to accounting and tax professionals, had been offered to spur thought:

Brian Tankersley, CPA.CITP, CGMA.
  • AI transformation
  • New tendencies in advisory companies
  • DEI
  • ESG
  • Increased schooling
  • Staffing points
  • Agency construction
  • Information safety/privateness
  • Expertise options, best-suite vs. best-of-breed
Rick Telberg, founding father of CPA Trendlines.

To additional information potential discussions on these huge matters, the attendees had been inspired to focus the route on the next views:

  • What’s altering or what modifications do attendees anticipate within the above areas;
  • What isn’t altering however wants to vary;
  • What must occur particularly within the accounting occupation;
  • What is going to facilitate these modifications, and what can we as members of this group do; and,
  • How can we see our yr forward unfolding when it comes to visibility – talking/writing/instructing engagements – and,
  • How can we form our output to advance these areas of change?
Technologist Randy Johnston of NMGI and K2 Enterprises.

Attendees included:

Jason Blumer CPA
Jim Boomer CPA.CITP
David Cieslak CPA.CITP, CGMA, GSEC
Joey Havens
Michael Hsu CPA, CGMA
Angie Grissom CPA.CITP
John Higgins CPA.CITP, CGMA
Kacee Johnson MBA
Randy Johnston
Roman Kepcyzk CPA.CITP, CGMA, LSS BB
Mark Koziel CPA, CGMA
Clayton Oates
Michelle Golden River CPF
Donny Shimamoto CPA.CITP, CGMA
Brian Tankersley CPA.CITP, CGMA
Rick Telberg
Sandra Wiley
Jennifer Wilson
  • CPA Follow Advisor thanks the next expertise firms for serving to make the 2023 occasion successful: Corvee, Avalara, Zoho and Withum.

Further company and audio system included:

  • Andrew Argue, CPA (Corvee)
  • Sarah Schariest (Corvee)
  • Sona Akmakjian, CPA (Avalara)
  • Brian Austin (Avalara)
  • Becky Livingston (Speaker, Penheel Advertising and marketing)
  • Nathan Rodgerson (Zoho)
  • Val Steed, CPA (Zoho)
  • Pat Walsh, CPA (Withum)

Picture Gallery:


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