More than 20 of the accounting profession’s thought leaders convened in Dallas on February 20, 2024, for three days of discussions and panels focused on the key trends and most significant challenges currently faced by professionals and firms, as well as emerging issues that are likely to shape firms in the near future.

The initial discussion topic focused on how human nature is to adapt to overcome constraints on resources. While this has been studied at length by sociologists, the principles apply with regard to the ability of humans to use technologies to overcome more practical resource and productivity management issues. The discussion guided by Ed Kless, the senior director of partner development and strategy at Sage.