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Executive Roundtable

The CPA.com and AICPA Executive Roundtable brings together a highly curated group of C-level executives, firm leaders, technology innovators and influential voices across the profession to exchange ideas, challenge perspectives and shape the future of accounting and finance.

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Executive Roundtable

About the event

Shaping the Future of the Profession

The CPA.com and AICPA Executive Roundtable brings together a highly curated group of C-level executives, firm leaders, technology innovators and influential voices across the profession to exchange ideas, challenge perspectives and shape the future of accounting and finance.

What began more than a decade ago as a conversation around cloud adoption has evolved into one of the profession’s most influential leadership forums. Over the years, the Roundtable has served as a catalyst for progress — helping firms navigate transformation and driving the shift toward a more technology-enabled future. Today, that momentum continues as the conversation expands to the forces redefining the profession, from artificial intelligence and advanced data analytics to the evolving role of firms as strategic advisors. At its core, the Executive Roundtable exists to bring together the people building the future of accounting — to exchange ideas, challenge perspectives, and move the profession forward, together.

Demand for the Executive Roundtable speaks for itself — selling out every year, with a waiting list of executives eager to be part of the conversation. Invitations are extended to a select group, and space is strictly limited. If you’ve received one, we encourage you to act on it quickly.

Shaping the Future of the Profession

Video

Reflecting on Executive Roundtable

From AICPA Town Hall , Erik Asgeirsson, Mark Koziel, and Lisa Simpson share their top takeaways from the 2025 Executive Roundtable — and what the conversations mean for the future of the profession.

Inside the conversation

Conversations are grounded in real-world experience, bringing together leaders to explore not just what's changing — but what it means for the future of firms, technology, and the services they deliver.


Sessions span a range of forward-looking topics, including Tax Transformation, Future of Audit, Client Advisory Services (CAS), Transformation of the Economy, AI in Action, and Technology Partnership.

The roundtable is

- A meeting of like-minded C-suite executives
- An opportunity to build relationships
- A place to pursue new deals, possible integrations, acquisitions or partnerships

The roundtable is not

- A traditional industry conference
- A place for novices to "learn the trade"
- An open meeting

How it works

The spirit of "co-opetition"

At the heart of the Executive Roundtable is a belief that the profession moves forward faster when accounting and technology leaders collaborate and share insights into ways to best serve accountants and their clients in these times of rapid change. Something we refer to as “fueling co-opetition. In this environment, collaboration and competition coexist, creating space for candid dialogue, shared insight and meaningful partnership.

 

Over the past 10 years, that spirit has drawn C-level executives from publicly traded corporations, high-growth technology companies, top accounting firms, and the leadership of the AICPA and CPA.com into the same room. The connections made here go beyond the event — relationships built at the Roundtable have led to partnerships, integrations, and opportunities that have shaped the profession. This is where the right conversations happen, with the right people in the room.

The spirit of "co-opetition"

Executive Roundtable

Ready to join us in New York?

The Executive Roundtable is invite-only and sells out year after year. Request your invitation now to secure your place among accounting and finance’s most influential voices.

Request your invite