2023 in review: Biggest wins, lessons, and insights from accounting leaders
2023 is the banner year for AI and technology. It's also a year of continued socioeconomic unrest.
In the tidal wave of change and disruption, we saw innovation, strategic pivots, connections, and (more) uncertainties.
Now, it's time to look at 2023 from the rearview mirror. Join an exciting panel of global accounting leaders from diverse backgrounds and growth stages.
The biggest wins, lessons, and insights they observed from their accounting firms in 2023
Advice for getting ahead of explosive technologies like generative AI
Their views on the top industry trends including: talent, the state of remote and hybrid work, M&A, and developing and maintaining culture
Their experience and best practices in capacity planning
Their wishes and resolutions for a successful 2024
This is a great opportunity to join a live discussion with our panel. But if you can't attend live, register and we'll send you the recording.
Co-Founder & Chief Partnerships Officer, Karbon
Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.
Co-Founder & Partner, LiveCA LLP
Chad Davis is the co-founder of LiveCA LLP, who recently received the Xero Canada "Innovative Partner of the Year" award. Chad also started the Accounting Technology Academy (launching in 2024) which provides AI and Automation education for accountants and co-hosted three seasons of the AutomationTown podcast.
Chad has been traveling full-time with his family in their RV around North America since 2018.
Principal, Realty Tax
Before starting her firm, Realty Tax, Rachel was the Chief Global Development Officer for High Rock Accounting, consulting for several accounting technology partners including Wagepoint. She is known for predicting where the market is heading and takes a strategic approach to accounting software, applications, and understanding how to position their features for a global market.
Catherine is a CPA and management expert with a focus on family office services for high net worth individuals and entertainment professionals. Through her work with entrepreneurs, founders, and executives, Catherine helps businesses grow and provides the structure for individuals to boost their financial wellbeing.
Founder & CEO, GrowthLab Financial Services
Dan is a pioneer and expert in the field of Finance-as-a-Service (FaaS), a cloud-based solution that provides full-service accounting, FP&A, CFO support, and workflow automation to founders, startups, and scale-ups. Dan's mission is to empower entrepreneurs and innovators with the financial tools and insights they need to succeed and grow.
Timothy L. Wingate Jr.
Founder/President, G+F Business & Financial Consulting LLC
Timothy is a licensed Enrolled Agent and construction accountant. In 2016, he founded Business & Financial Consulting LLC, recognizing the need for specialized accounting and tax services for construction companies. Timothy provides his clients with tools, advice, and financial guidance to better understand their finances and improve their cash flow. Timothy is a QuickBooks Online Certified ProAdvisor and was a member of the Intuit Tax Council from 2019 to 2023.
Founder & CEO, The Real Thiel
A Chartered Accountant and Tax Agent with a passion for the arts, Lauren is on a mission to educate, empower and motivate everyone working in the creative industries. She founded her first company, a dance school, at just 22, and today continues to contribute to the arts through her role as Treasurer, Board Member and (former) Festival Producer of the Cabaret Fringe Festival, and as a comedian and dancer. She may very well be the only accountant you know who can also do the entire ‘Single Ladies’ dance routine!