Save the Date!

December 5-8, 2021
Nashville, Tennessee

 
 

Road to Digital

Forget the Math, Double Down on Relationships with Ron Baker

August 18, 2020

Remote Business Development in the Age of Social Distancing with Jen Wilson and Tamera Loerzel

September 16, 2020

The Next Normal in Digital Client Experience

October 20, 2020
2 - 3:15 PM ET

Learning Leaders & Smarter Systems: How to Build for the Future While Sitting with Uncertainty with Jeffrey Rogers

October 26, 2020
12 - 1 PM ET

Distributed by Design, a Primer with Pascal Finette

October 27, 2020
2 - 3 PM ET

Serving Clients Beyond the Pandemic

November 10, 2020
2 - 3:15 PM ET

DCPA Tech Zone (CAS Track) and Virtual Exhibits Open

November 11, 2020
12 - 5 PM ET

Virtual 5K

Open November 11 - December 8, 2020

DCPA Pre-Con: Distributed by Design with Pascal Finette

November 12, 2020
12 - 4 PM ET

DCPA Tech Zone (TAX Track) & Virtual Exhibits

November 19, 2020
1 - 5 PM ET

DCPA Tech Zone (A&A Track) & Virtual Exhibits

December 3, 2020
1 - 5 PM ET

Laughs & Gaffs Social Kickoff

December 7, 2020
Virtual Resource Center
5 - 7 PM ET

DCPA20

Digital CPA 2020, the Virtual Event!

December 8, 2020
10:30 AM - 4:30 PM ET

Look out for monthly podcasts, LinkedIn Live interviews and the Modernizing Your Practice Portal!

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Comedy Performance

Join us as John Garrett, the recovering CPA-turned-Emmy-nominated-comedian-turned-culture-consultant will kick off the DCPA20 main event with comedy and an interactive game show that you'll definitely not want to miss!

John Garrett—thought provoker, catalyst for culture change and author—is on a...

DCPA20 Keynote Speakers

Erik Asgeirsson

President & CEO, CPA.com
Erik Asgeirsson has been President and CEO of CPA.com for more than 15 years and was part of the original founding team. Under Erik’s leadership, CPA.com has established itself as a leader on emerging...

David Autor

Ford Professor of Economics and Associate Head of the MIT Department of Economics, Massachusetts Institute of Technology
MIT economist David Autor is one of the leading labor economists in the world. He is an internationally recognized authority on how technological change, globalization, and trade agreements affect...

George Blankenship

Former Tesla, Apple and GAP Inc. executive, George Blankenship, drives businesses toward innovation and transforms companies from status quo market contenders to forward-thinking and dynamic companies...

Dr. Tasha Eurich

As a third generation entrepreneur, Tasha grew up seeing the powerful influence leaders had, both on businesses and the livelihoods of their employees. Leadership is now her life’s work, and she’s...

Pascal Finette

Co-founder, be radical
Over nearly three decades in the technology space, Pascal Finette has accrued all the experience you’d want in a high-level strategic advisor. He started on the net before there was a web browser...

James Johnson

Distinguished Professor, strategy and entrepreneurship and Director of the Urban Investment Strategies Center, University of North Carolina Business School, Frank Hawkins Kenan Institute of Private Enterprise
James H. Johnson Jr. is the William R. Kenan Jr. Distinguished Professor of strategy and entrepreneurship and director of the Urban Investment Strategies Center at the Frank Hawkins Kenan Institute of...

Cassie Kozyrkov

Chief Decision Scientist at Google
Cassie Kozyrkov is an Artificial Intelligence keynote speaker, Data Science expert, Technology Evangelist, Chief Decision Scientist at Google, and the Creator of the Making Friends with Machine...

Carla McCall

CPA, CGMA, Managing Partner, AAFCPA
Carla McCall, CPA, CGMA is Managing Partner of AAFCPAs, a preeminent, 300-person CPA and consulting firm based in New England. Carla was named one of the Most Powerful Women in the Accounting...

Barry Melancon

CPA, CGMA, President & CEO, AICPA
Barry C. Melancon is the CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with 650,000 members and...

David Osborne

CEO, Caseware
David Osborne is a seasoned software and technology business leader with more than 20 years’ experience in global sales, operations, business strategy and transformation, corporate development and M&A...

Tom Peters

Born in Baltimore and raised in Annapolis "with a lacrosse stick in one hand and oars over my shoulder," Tom Peters resided in California, mainly Palo Alto/Silicon Valley (where he was on the first...

Okorie Ramsey

CPA, CGMA, PMP, NADC.CD, Chair, AICPA and the Association -- 2023-2024; Vice President, Sarbanes/Oxley (SOX), Kaiser Foundation Health Plan, Inc., and Kaiser Foundation Hospitals (Kaiser Permanente), AICPA & CIMA
Chair, AICPA and the Association -- 2023-2024 Vice President, Sarbanes/Oxley (SOX), Kaiser Foundation Health Plan, Inc., and Kaiser Foundation Hospitals (Kaiser Permanente) Okorie L. Ramsey, CPA, CGMA...

Jeffrey Rogers

Principal Facilitator, Singularity University
Jeffrey Rogers is an award-winning educator and sought-after speaker and facilitator obsessed with one essential question for our time: How do we thrive as leaders and learners in a world of...

Marci Rossell

Expert Economic Forecaster, Former CNBC Chief Economist and Co-Host of SQUAWK BOX
Marci Rossell is a world-renowned economist and financial expert who electrifies audiences nationwide, speaking candidly on the nexus of economics, politics, culture, and the media. She honed her...

DCPA21 Speakers

Alan Anderson

Owner, Account-Ability Plus
Al has over 25 years of experience in the accounting profession. After working primarily as a partner and National Director of Audit in the firm of McGladrey and Pullen, LLP and with the American...

Inga Arendt

Partner, Wipfli
Inga Arendt, a partner at Wipfli LLP, is passionate about innovation and business transformation. She uses that passion to lead complex client-focused, multi-disciplinary transformation efforts across...

Jim Bourke

Partner, Withum+
Jim is a Partner, Member of the Board of Directors and Management Committee at WithumSmith+Brown, is Director of Firm Technology and Managing Director of Advisory Services. Jim has been a frequent...

Amy Bridges

Sr. Manager, Practice Development, CPA.com
Amy has a passion for helping people learn and interact with new ideas and content, rooted in more than a decade of classroom instructional experience and 15 additional years of work with software...

Adam Burgess

Senior Enterprise Account Executive, CPA.com
Adam has spent more than twenty years in the accounting profession, working with T100 and G400 firms, first in sales, and later consulting, emphasizing growth and alignment with strategies, ensuring...

Kevin Cumley

Director, Accountants Program, Sage Intacct
Kevin Cumley is Director of the Sage Intacct Accountants Program where he is responsible for managing the BPO / outsourcing channel in partnership with CPA.com (an AICPA company). He started his...

Ashley Doyen

Manager, CAS Firm Strategy, CPA.com
Ashley is passionate about helping firms utilize cloud technology to transform their client advisory services (CAS) practice. Having worked with accounting the profession for 9 years, Ashley uses her...

Kristi Gainey

Sr. Manager, CPA.com
As the Senior Manager of Service Delivery at CPA.com, Kristi oversees the pre and post-sale customer journey for the assurance solution category. This includes the development and delivery of...

Michelle Golden

Owner, Fore LLC

Michelle Golden, CPF, is a growth and profitability strategist, an innovator, and a value-pricing methods expert. With a strong background in CPA-firm marketing, she deeply honed subspecialties in...

Javier Goldin

Managing Partner, Goldin Group, LLC
Javier Goldin It has been refreshing and exhilarating to find a Community within a professional organization dedicated to innovation and forward thinking. I am referring to Digital CPA. The initial...

Charles Groome

Vice President of Marketing , Biz2Credit
Charles is a growth-focused marketing leader with expertise in the small business and B2B sectors. At Biz2Credit, he has overseen many initiatives, including a partnership with the AICPA and CPA.com...

Natalie Hoffmann

Partner, Honkamp Krueger & Co., P.C
Natalie is the president of HKP and partner at Honkamp Krueger & Co., P.C (HK). She has 30 years of experience in public accounting helping businesses find and use technology to automate their daily...

Joe Holman

CEO & Founder, ESG Administration LLC
Joe Holman founded ESG Administration LLC (ESGA) and has over 25 years of experience in the financial services arena. He is a New York CPA, a SASB FSA Credential Holder, and has obtained his GRI...

Tom Hood

Executive Vice President, Business Growth and Engagement, AICPA

"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates...

Kacee Johnson

Sr Director Strategy and Innovation, CPA.com
With 10 years of focus on accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics...

Josh Judit

Senior Enterprise Account Executive, CPA.com
Josh Judit has spent over 20 years in the professional and corporate accounting world. Josh’s #1 priority is to help drive the profession forward. Aligned with the Top 100 and Global 400 accounting...

Mark Koziel

President, CEO, Allinial Global
Mark Koziel became President and CEO of Allinial Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-nine...

Karen Larsen

Partner, Baker Tilly Virchow Krause, LLP
Karen has spent the majority of her career as an audit practitioner working for a variety of different firms including Deloitte, KPMG and Baker Tilly. Her professional experience spans a wide range of...

Daniel Macintosh

Shareholder, CPA
Daniel Macintosh, CPA Shareholder A North Dakota native, Dan grew up in Bismarck and now lives in Fargo with his wife, Erica, their three-year-old twin daughters, and their Labradoodle. Dan likes...

Dixie McCurley

Principal, Digital Advisory, Client Accounting Services Leader
A Principal in the Digital Advisory Practice of Cherry Bekaert, Dixie is responsible for leading the Firm’s Client Accounting Services (CAS) practice. Based in Atlanta, Dixie oversees outsourced...

Renee Moelders

Consultant, ConvergenceCoaching
Renee is a consultant with ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by working with them to develop and implement...

Ashley Mowery

CPA
Ashley started her career in public accounting with MHCS in 2007. Ashley leads the Client Accounting Services service line and provides clients outsourced accounting services, specializing in...

Rebecca Pomering

Partner, Chief Practice Officer, Moss Adams
As chief practice officer, Rebecca oversees the firm’s client service and growth strategies. She is responsible for implementation and growth of the firm’s national industry practices, as well as the...

Ron Quaranta

Chairman, Wall Street Blockchain Alliance
Ron possesses over 25 years of experience in the financial services and technology industries. He currently serves as Chairman of the Wall Street Blockchain Alliance, a leading non-profit trade...

Phil Quimby

Product Marketing Manager - CAS, CPA.com
Phil is a veteran accounting industry marketing leader, strategist, communicator, and innovator. Highly experienced in engaging and converting corporate decision makers, over the course of his career...

Lisa Simpson

CPA, CGMA, VP, Firm Services, AICPA
Lisa is the VP Firm Services for the AICPA. She leads the Private Companies Practice Section (PCPS) team in the development of practice management tools that address topics most important to firm...

Lindsay Stevenson

Chief Transformation Officer, BPM
As BPM’s Chief Transformation Officer, Lindsay Stevenson drives innovation at the Firm. A Certified Public Accountant, she has spent the last 15+ years serving as a change agent in the accounting...

Robin Thieme

CEO and Founder, KBS CFO
With over 30 years of financial and accounting experience, Robin has a passion for the efficiencies that new technologies enable and a dedication to growing businesses. Along with the KBS Team, they...

Christine Triantos

Partner, Anton Collins Mitchell LLP
Christine leads ACM's innovative business solution practice – Virtual Business Solutions (VBS). VBS Consulting allows ACM to assist clients in managing accounting functions virtually, in the cloud...

Ricardo Trujillo

Partner, GRF CPAs & Advisors
Mr. Trujillo has worked in auditing and accounting since 2000. He has proven expertise in assurance and advisory services, and his nonprofit experience spans across a variety of organizations...

Steve Ursillo

Partner, Cherry Bekaert LLP
Leadership Role:National Leader, Information Assurance & Cybersecurity Education:Bachelor of Science in Business Administration, Bryant University; Masters of Computer Information Science, Boston...

Amy Vetter

CEO, The B3 Method® Institute
As an award-winning, accomplished C-level executive and board member, Amy partner's with organizations to create go-to-market (GTM) strategies that scale operations, brand awareness and customer...

Matthew West

Senior Account Executive, CPA.com
Matthew functions as a strategic advisor for advancing technologies to the accounting profession. He is driven by his passion for understanding disruptive technologies and how to best help accounting...

Jen Wilson

Partner, Co-founder, ConvergenceCoaching

Jennifer Wilson is a co-founder and partner of ConvergenceCoaching, LLC, a national leadership and management consulting firm dedicated to helping leaders achieve. Jennifer’s ultimate goal is to make...

Jennifer Wood

Partner, CPA
Jen Wood is an Audit Partner and Director of Audit Innovation at The Bonadio Group. She challenges the status quo and uses her experiences to transform the way we work. Jen has strategically...

Diane Yetter

YETTER Tax
Diane L. Yetter is the “Sales Tax Nerd®” as well as a strategist, advisor, speaker and author in the field of sales and use tax. She is president of YETTER Tax, a sales tax consulting and tax...
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Learning tracks

Operation in the Cloud

These sessions are designed to inform on developments in technology and how to successfully implement and employ resources available due to cloud technology.

Leading the Way

These topics are for those driving change in their firm and their teams

Disruption

Disruption is taking place in many aspects of the accounting profession. Are you prepared for the changes and planning to disrupt or be disrupted? These sessions focus on areas actively evolving.

Client Accounting Services

Client Accounting Advisory Services are a staple track of the DCPA Conferences.

CPA.com Strategic Partners

Bill.com Save time and increase organization, control and efficiency for you and your clients with Bill.com. This secure, paperless solution enables you to automate and streamline your clients' accounts payable and receivable processes.
Biz2Credit Business Funding Portal - Managing business relief and financing for clients just got easier. The CPA Business Funding Portal simplifies the PPP loan forgiveness application process, and allows firms to manage all their clients' business relief and financing needs in one place.
Caseware CaseWare International Inc. is the leading global provider of cloud enabled audit, financial reporting and data analytics solutions. OnPoint PCR, a smart, cloud-based solution that transforms how CPA firms conduct preparation, compilation and review engagements, has been jointly developed by CPA.com, the American Institute of CPAs and CaseWare International.
Jirav Jirav is business planning software that helps finance leaders forecast faster and more accurately. Get setup in minutes with automatic data import from cloud-based accounting and payroll systems. Then create sophisticated plans, reports, and dashboards.
Lukka Lukka is a leading technology and data services provider for middle and back office crypto asset processing. Our crypto-native products connect, standardize, reconcile, process and report audit-ready information within a highly secure SOC 1 Type 2 enterprise-grade infrastructure.
Paychex Through the Paychex Partner Program created with CPA.com, referred clients receive one-month free payroll, retirement and HR services, with a 6-month money-back guarantee on payroll and retirement services. Participation is free and there's no obligation.
RIVIO RIVIO, the private business financial document clearinghouse, was developed by CPA.com and Confirmation. It validates, authenticates and centralizes the financial document exchange between all stakeholders.
Sage Intacct Bringing best-in-class accounting capabilities to complement your firm's expertise, the Intacct Accountants Program is designed to empower you to deliver the high-value accounting and financial advisory services clients need to grow and succeed.
Vertex With the Vertex Firm Advisor Program, CPAs can leverage automation to provide sales and use tax support for clients and expand their trusted advisor role. Vertex is a Preferred Partner Solution of CPA.com, an AICPA Company.

DCPA 2020 Sponsors

Accounting Suite AccountingSuite™ is a powerful, all-in-one business application for accounting, cloud banking, order management, Multi-Channel inventory management, project and time tracking into one cloud-driven platform.
ADP Grow your value with a partnership powered by ADP’s unmatched expertise, insights and solutions. ADP offers accounting professionals’ advanced analytics tools, an award-winning practice management platform called Accountant Connect, expert support and flexible partner models.
Aero Aero provides workflow and practice management tools built specifically with the modern cloud-based accounting firm in mind. Processes and procedures are integrated with proactively scheduled client work, creating efficient, scalable, profitable firms.
Botkeeper Botkeeper is a Human-Assisted Artificial Intelligence (AI) platform that automates bookkeeping, purpose-built for Accounting Firms. Combining artificial intelligence & machine learning technology, with high-quality skilled accountants, we deliver a full-suite bookkeeping & pre-accounting solution to Accounting Firms.
Inflo Inflo makes leading-edge technologies accessible to the accounting profession by providing digital solutions, knowledge, and support to accountants; to add value to their clients in new and innovative ways.
Intuit Intuit’s mission is to Power Prosperity Around the World. We are a global financial platform company with products including TurboTax, QuickBooks, Mint and Turbo, designed to empower consumers, self-employed and small businesses to improve their financial lives.
Mindbridge MindBridge, creator of the world’s first AI-powered auditing solution, enables financial professionals to uncover unknown risk by analyzing 100% of transactions.
Oracle Netsuite For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 22,000 customers in 203 countries and dependent territories.
Practice Ignition Practice Ignition helps accountants create proposals, contracts, and payments all in one place. You'll be able to automate your engagement letters and eliminate accounts receivable — it’s a faster and more efficient way to manage client engagements remotely.
Prophix Achieve your goals more successfully with Prophix’s innovative Corporate Performance Management (CPM) software. Improve profitability and minimize risk when you automate repetitive tasks and focus on what matters.
Rewind Rewind gives you peace of mind with automatic backups of the cloud platforms you rely on. Backup, copy, and restore for QuickBooks Online – and soon, Xero.
Rippling Rippling makes it unbelievably easy to manage your clients’ Payroll, Benefits, and HR—all in one modern, flexible system.
Roger.AI Roger helps accounting firms scale without adding headcount, offering the first platform to supercharge your staff to automate data entry, AP, expense reimbursements, approvals, and more in one platform.
SafeSend Returns SafeSend’s mission is to automate the tax and accounting profession with innovative technologies that help practitioners work more efficiently and better serve their clients. SafeSend Returns® is SafeSend’s award-winning solution that eliminates labor-intensive tasks and makes work enjoyable.
Sage Sage is the market leader for integrated accounting, payroll, and payment systems, supporting the ambition of the world's accounting professionals. We reinvent and simplify business accounting through brilliant technology, working with a thriving community of entrepreneurs, business owners, tradespeople, accountants, bookkeepers, partners and developers.
SurePrep SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.
Vic.AI Vic.ai is the AI (Artificial Intelligence) Platform for Accounting Productivity. Already surpassing human-level accuracy for many tasks, Vic.ai helps accounting firms and finance departments become more efficient and reduce errors on routine accounting tasks.
XCM Solutions Now part of Wolters Kluwer Tax & Accounting, XCM® solutions offer a complete productivity enablement and workflow platform that empowers you to manage all types of work—within all departments, across multiple offices.
Xero Xero is beautiful online accounting software for small businesses and their accountants. With time-saving tools and solutions, Xero improves efficiencies for everyone. Learn why more than 1,818,000 customers worldwide use Xero at xero.com.
AON Aon is the only entity endorsed by the AICPA to provide best-in-class Risk Solutions that help protect the careers and lifestyles of accounting professionals and their families.
PCPS The AICPA’s Private Companies Practice Section (PCPS) supports CPA firms in the everyday intricacies of running a practice. PCPS partners with firms of all sizes, creating targeted and customizable practice management resources, networking opportunities and is a strong, collective voice within the CPA profession.
MACPA MACPA is a home and lookout post for CPAs in Maryland and beyond. We exist to help CPAs, students, and educators flourish… to the benefit of the public.

CPA.com/AICPA Accelerator Program Winners

Gilded Gilded- seamless invoicing, payments and accounting for global business -powered by blockchain.
Scanye Scanye- intelligent algorithms to automate documents, processing, accounting and finance management for SMEs. A 2020 AICPA and CPA.com Startup Accelerator.
The Climate Service The Climate Service – software as a service to help companies measure, manage and disclose climate-related financial risks. A 2020 AICPA and CPA.com Startup Accelerator.
Tally St Tally Street- a “virtual analyst” that helps boost cash flow by using accounting data to find opportunities and anticipate problems before they happen. A 2020 AICPA and CPA.com Startup Accelerator.

Save the Date!

December 5-8, 2021
Nashville, Tennessee