Register for New England Practice Management Conference

Optional Session

BONUS Pre-Conference Session & Lunch: Navigating Change: Health Insurance Market Pressures and the Year-End Retirement Outlook 11:00am to 12:00pm

General Session

Exhibit Hall Check-in 12:00pm to 12:30pm

General Session

Registration 12:30pm to 12:45pm

General Session

Opening Remarks 12:45pm to 1:00pm

General Session

Professional Issues Update: Trends Shaping Today's Accounting Firms 1:00pm to 2:10pm

General Session

Networking Break 2:10pm to 2:25pm

General Session

Staying Human in an AI Powered World 2:25pm to 3:35pm

General Session

Networking Break & Check-in / Visit Exhibit Hall 3:35pm to 4:35pm

General Session

Small Talk Isn't Small 4:35pm to 5:45pm

General Session

Cocktail Reception at Scorpion Bar 6:00pm to 7:30pm

Breakout Session

Optional Early Bird: Session 1: After the Interview: Five Reasons Firms Win (or Lose) Talent 7:00am to 8:00am

Breakfast 7:30am to 8:20am

General Session

Opening Remarks 8:20am to 8:30am

General Session

Lessons Learned from a Career Curating Excellence in Practice Management 8:30am to 9:40am

General Session

Networking Break & Visit Exhibit Hall 9:40am to 10:00am

Breakout Session

Session 1: Better Together: Workstyles and Team Dynamics 10:00am to 11:00am

Session 2: The Collaboration Advantage: Expanding Capabilities Through Firm Partnerships 10:00am to 11:00am

Session 3: Implementing AI: Baby Steps to Running 10:00am to 11:00am

Session 4: Break the Dependence 10:00am to 11:00am

Session 5: From Intake to Filing: A Connected, Scalable Tax Workflow 10:00am to 11:00am

Session 6: Increasing Enterprise Value Before You Ever Consider a Sale 10:00am to 11:00am

General Session

Break 11:00am to 11:10am

General Session

Building Places People Want to Work (and Own) 11:10am to 12:10pm

General Session

Lunch 12:10pm to 1:10pm

Breakout Session

Roundtable 1: M&A Roundtable 1:10pm to 2:00pm

Roundtable 2: Panel on Growth 1:10pm to 2:00pm

Session 1: Technology Session – AI Tax Research 1:10pm to 2:00pm

Session 2: From Compliance to Advisory: Systems That Create Capacity 1:10pm to 2:00pm

Session 3: The People You Should Know: Build a COI Web That Creates Opportunity 1:10pm to 2:00pm

Breakout Session

Session 1: Benchmarking Your Firm: Financial and Operational Metrics That Matter 2:10pm to 3:10pm

Session 2: Coaching for Accountability 2:10pm to 3:10pm

Session 3: Practical AI for Accounting Firms: Start Simple, Save Time 2:10pm to 3:10pm

Session 4: Messaging that Matters: Sell the Outcome, Not the Technology 2:10pm to 3:10pm

Session 5: Stories From The Breakroom: What Employees Tell Each Other But Don’t Tell You 2:10pm to 3:10pm

Session 6: Beyond Succession Planning: Building a Leadership Pipeline 2:10pm to 3:10pm

General Session

Break 3:10pm to 3:20pm

Breakout Session

Session 1: A CPA’s Guide to Building a Viable Tax Credit Niche 3:20pm to 4:20pm

Session 2: Retaining Key Talent: Proven Strategies for CPA Firms and Their Clients 3:20pm to 4:20pm

Session 3: Maximizing CPA Firm Value in Today's M&A Market 3:20pm to 4:20pm

Session 4: From Compliance to Advisory: Expanding Value with Cost Segregation and Tax Incentives 3:20pm to 4:20pm

Session 5: Cut Through the Noise: AI, Talent Trends and Hiring Strategies 3:20pm to 4:20pm

Session 6: The Firm Clients Never Leave: Using Tax Strategy to Build Lasting Relationships 3:20pm to 4:20pm

General Session

Networking Break 4:20pm to 4:45pm

Breakout Session

Roundtables 4:45pm to 5:45pm

Sponsor Session: Should I Disclose My Use of Gen AI to Clients? 4:45pm to 5:45pm

General Session

Cocktail Reception at High Rollers 6:00pm to 7:30pm

Breakout Session

Optional Early Bird Session: From Trusted Advisor to Indispensable Partner 7:00am to 8:00am

Breakfast 7:30am to 8:20am

General Session

Opening Remarks 8:20am to 8:30am

General Session

Five Generations, One Firm: Leading Across a Multigenerational Workforce 8:30am to 9:40am

General Session

Networking Break and Visit Exhibit Hall 9:40am to 10:10am

Breakout Session

Session 1: A Firm Leader’s Guide to the Tech Landscape 10:10am to 11:10am

Session 2: Brand Beyond the Logo 10:10am to 11:10am

Session 3: Busy Season Without Burnout: Leading Teams Through High Pressure Situation 10:10am to 11:10am

Session 4: How to Sharpen Your Team's Critical Thinking Skills 10:10am to 11:10am

Session 5: Pricing in an AI World: Get Paid What You're Worth 10:10am to 11:10am

Session 6: Developing Managers into Future Partners 10:10am to 11:10am

General Session

Change Break 11:10am to 11:20am

General Session

Wrap Up Roundtables 11:20am to 11:50am

General Session

Keynote Karaoke: A High-Energy Conference Closing 11:50am to 1:00pm

General Session

Bag Lunch to Go 1:00pm to 1:30pm

Event Registration

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