CPA Convene: A strategic conversation about our future

An interactive virtual event for CPAs and stakeholders in the future of the accounting profession.

THE EVENT IS OVER, BUT YOU CAN NOW WATCH THE SESSIONS ON DEMAND.

Our Speakers

Why Attend

It’s no secret that the role of a CPA is fundamentally shifting, but what does that mean from a practical standpoint? What skills are required in the new digital age, how might individuals and firms prepare, and what trends on the horizon should you be considering?

This is a virtual conference designed to give voice to everyone participating. During the live event, you will have exclusive access to pre-recorded sessions led by industry experts - and while these sessions play, a chat will run simultaneously giving you the option to communicate with the speakers and attendees to flesh out ideas together in a meaningful and practical way. After the event, all participants will receive a whitepaper capturing the collective knowledge shared during the event from both the speakers and attendees alike.

Recommended CPE credits: 3.

Pre-Event

Registration starts August 26th

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Answer questions gathering your perspective

Sessions Air

Thursday, October 3rd, 12-3pm ET

Icon Video Session

Watch live screening of the pre-recorded sessions

Icon Chat

Chat with the speakers and the community

After Event

Icon eBook

Receive a whitepaper that captures all the actionable insights

Sessions

A special thank you to our speakers, whose insights will drive our conversations.

October 3rd, 12-1PM ET

AWARE: framing the global conversation

To have a constructive discussion about our future, we must start by identifying the major societal and technological changes that are fundamentally shifting what it means to be a CPA. In this opening session, we will identify major shifts that are impacting our profession, including deregulation and licensing, automation & AI, and the generation gap. By the end, you will be prepared and excited to embrace the opportunities ahead.

Speakers: Rick Reisig, CPA; Lindsay Stevenson, CPA, CGMA; Dan Hood; Barry C. Melancon, CPA, CGMA

October 3rd, 1-2PM ET

ADAPT: Your checklist to the future

To be future ready, how do we leverage new tools and systems to properly capture the opportunities in front of us? In this session, our panelists will discuss the implications of such trends as emerging technologies, refocused investment priorities, and data analytics. Join us as we think critically about our reshaped roles in the years ahead.

Speakers: Jagruti Solanki, CPA, MBA, CGMA; Samantha Bowling, CPA, CGMA; Michael Cerami; Rick Telberg

October 3rd, 2-3PM ET

PREDICT: global perspectives on co-creating a path forward

We have an opportunity to work together to shape the future we want. The pace of change isn’t slowing anytime soon, so we need to leverage our history to understand our future. In this session, our panelists will forecast market opportunities, identify pockets of residual value, and discuss future skills and investments to develop. Join us and share your perspectives on thriving amidst the change turbulence.

Speakers: Jeffrey Thomson, CMA, CSCA, CAE; Tashia Batstone, MBA, FCPA, FCA; Kimberly Ellison-Taylor, CPA, CGMA; Tom Hood CPA, CGMA, CITP

Our Partners and Contributors

Whose members and networks are coming together for this global discussion.

BLI / MACPA Logos
MSCPA Logo
Matchbox Virtual Media
AccountingTODAY
Colorado Society of Certified Public Accountants
Arizona Society of CPAS
CPA Trendlines
Delaware Society of CPAs
The Michigan Association of Certified Public Accountants
CPA.com
AICPA
Indiana CPA Society
Accounting & Financial Women's Aliance
Illinois CPA Society
KYCPA
NJCPA
Beta Alpha Psi
CalCPA
PICPA
IMA
Blockchain Accountant Association Logo

How it Works

Who is putting on this event?

This virtual conference is co-founded by three organizations: Maryland Association of CPAs, Montana Society of CPAs, and Matchbox Virtual Media.

Montana and Maryland CPA societies are convinced that the best way to prepare the industry to be ready for this change is through collaboration, so that all can be part of creating the best future for the profession and their members.

Matchbox Virtual Media creates virtual conferences that drive conversations that matter and foster connections that last. Matchbox provides purpose driven organizations strategies to build collaborative networks and leverage the knowledge and experience of their members in order to facilitate progress, education, and awareness.

What is the format of the conference?

This is a one-day event from 12:00 - 3:00 PM ET on October 3rd. Each session is an hour long and is pre-recorded. Pre-recording allows the speakers to spend the entire session period in the attendee chat answering your burning questions. At the same time, you’ll be able to communicate with the other attendees through the same chat. Join in on whichever conversation is most interesting to you!

Is this program CPE recommended?

It sure is! If you participate in the live event, it is eligible for up to 3 credits.

What will the post-event whitepaper contain?

This unique conference artefact contains the insights from the survey, quotes from speakers and event day chat discussions as well as documentation and websites that will help individuals learn, connect with each other and keep stoking the discussion.

What is the cost to attend the virtual conference?

Tickets are $75 per person. In the spirit of inclusivity, we are offering a discounted rate of $20 per ticket for students.

Where is this event located?

This conference exists in the virtual space, as it gives us the opportunity to bring together industry professionals from around the world.

How can I ask speakers questions during the event?

The sessions are pre-recorded so that the speakers can spend the time answering attendee questions. They will be typing furiously to reply to as many questions as possible in the live chat!

Will there be opportunities to communicate with the speakers after their specific sessions?

This will depend on the individual preferences of our speakers.

Can I communicate with other participants?

Absolutely! Throughout the sessions, there will also be a chat running simultaneously.

Will I have access to the sessions after the fact?

Yes! You will be able to go back and rewatch the video sessions after the fact.

What is the Code of Conduct for this event?

We expect that event attendees respect each other and behave in a generally civilized fashion. Members should respect common rules for public behavior, personal interaction, common courtesy, and respect. Abusive, harassing, or threatening behavior towards any other attendee or directed at any conference member or partner (even those not present at the conference) will not be tolerated and the event moderators reserve the right to remove chat privilege access on a case-by-case basis.

What platform are you using to stream the event?

We are proudly using a Learning Management System called CE21.

Are there any browsers that your platform does not support?

Though mobile access is available, for the best experience, we highly recommend larger devices, such as desktops/laptops. As for browsers, we recommend using Chrome for the smoothest user experience on any website. Similarly, we strongly recommend against Internet Explorer 8. Here's a handy link to download Edge, which is Microsoft’s move away from IE:

https://www.microsoft.com/en-ca/windows/microsoft-edge

My question hasn't been answered in this Q&A. How might I satisfy my curiosity?

Email your question to cpa@matchboxvirtual.com If you're asking, you're not the only one, and you will help us make our Q&A complete!

Pricing

Tickets give access to: live video sessions (and on-demand access to them after the fact), attendee chat, speaker Q&A, post-event whitepaper, and CPE credits.

Regular Ticket

$75

Student and Educator

$20
If you're a member of an association on the “Partners & Contributors” list, register here.
If you have questions, check out our FAQ section or contact us here!

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