Member discussion roundtables: Accounting firms

1.30pm – 3.15pm MDT, 5 June 2026 ‐ 1 hour 45 mins

Ballroom A | Freddie Custodio (alliantgroup), Raechel Duplain (Motivosity), Salvatore Caroniti (Corrigan Krause CPAs and Consultants), Jonyce Bullock (Squire), Amy Goldstein (Schulman Lobel)

  1. ​​​​​​Technology / AI

    Freddie Custodio, from alliantgroup, will deliver a presentation on approaches to addressing a key accounting firm challenge, demonstrating a range of methodologies and technologies tailored to different strategic choices.

  2. Culture / Talent / Succession

    Building trust
    - Transparency and communication
    - Trust in executive leadership
    Frequent recognition and management engagement
    - Manager recognition
    - Manager engagement from Gallup
    - Manager engagement key to AI adoption
    Connection - Happiness and revenue growth

  3. Growth
    The Guture of advisory services: Moving beyond compliance to become trusted advisors
    - Building scalable advisory offerings
    - Complimentary businesses
    - Taking on investment for growth