Nearly two dozen of the accounting profession thought leaders convened in Dallas on February 18, 2025, for three days of discussions, panels and networking events focused on the significant challenges and key trends currently faced by professionals and firms, as well as emerging issues that are likely to shape firms in the near future.
Session topics include the positive and negative impacts of AI, agentic AI, private equity, staffing challenges, AICPA initiatives, future changes, security, A&A developments, CAS, and accounting education.
The symposium is being held at the Fairmont Hotel in downtown Dallas. Now in its 16th year, the symposium was initially developed by Gregory LaFollette, CPA, a long-time practitioner, former executive editor of CPA Practice Advisor, and former lead of CPA.com’s member services.
Hosted by CPA Practice Advisor, attendees at this year’s event included top firm leaders, tech experts, practice consultants, and Mark Koziel, CPA, the new president and CEO of the American Institute of Certified Public Accountants (AICPA). Koziel, who has been a long-term participant of the event, joined by video this year due to his new responsibilities at the AICPA.
The invitation-only event is being held Feb. 18-20, 2025, at the Fairmont Dallas.
| 2025 Thought Leaders Aaron Berson, CPA Jason Blumer, CPA Jim Boomer, CPA.CITP (remote) David Cieslak, CPA.CITP, CGMA, GSEC Angie Grissom, CPA.CITP Kacee Johnson, MBA Al-Nesha Jones, CPA Roman Kepczyk, CPA.CITP, CGMA, LSS BB Allan Koltin, CPA Mark Koziel, CPA, CGMA Clayton Oates Michelle Golden River, CPF Darren Root, CPA.CITP, CGMA (remote) Donnie Shimamoto, CPA.CITP, CGMA Brian Tankersley, CPA.CITP, CGMA Garrett Wagner, CPA.CITP Geni Whitehouse, CPA.CITP, CSPM Sandra Wiley (remote) Jennifer Wilson | Special Guests Remote: Mark Koziel, CPA, CGMA, President & CEO, AICPA Eric McMillen – Cybersecurity Expert Sponsors Attending Avalara – Sona Ackmakjian, CPA Rightworks – Derek Distin Wolters Kluwer – Sheetal Kamani Zoho – Val Steed, CPA, and Mallory Caminade CPA Practice Advisor Staff Barry Strobel – Publisher Gail Perry, CPA – Editor-in-Chief Isaac M. O’Bannon – Managing Editor Jason Bramwell – Sr. Staff Writer |
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The panel had an animated discussion on private equity’s impact on the profession, and on firms.
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