Private equity is disrupting the accounting industry—and it deserves your attention.

Presenters Bob and Doug Lewis of The Visionary Group will share a comprehensive exploration of how private equity influences and shapes accounting practices—from financial reporting to valuation methodologies.

Karbon demo

Discover the impact of bringing your team, clients, documents, planning, and reporting together in Karbon's leading practice management solution.

In 15 minutes, you’ll see how other firms have boosted team productivity, strengthened client relationships, and gained control over their success and growth.

Day 2: Thursday August 15, 2024

Charting AI’s journey: From humble beginnings to technological transformation

Zack Kass, former Head of Go To Market at OpenAI, will deep dive into the trajectory of artificial intelligence—from ChatGPT to its forecasted potential. Zack will demystify AI, offering pragmatic strategies for firm leaders so they can adapt to and thrive amidst rapid industry advancements.

Working smarter to drive CAS revenue

Adopting Client Advisory Services (CAS) carries many benefits, and is a way to extend your compliance services into the advisory space. But how can you make sure it’s a profitable revenue stream for your practice?

Xero National Ambassador, Elizabeth Mason, will share her experiences and help you price, market, and sell your advisory services.

Future of accounting: How AI and mobile are changing the game

Whether at the desk or on the go, technology has changed the way small businesses manage financial data.

CPA, YouTuber, and accounting industry influencer, Jason Staats, will explore how AI and mobile technology are reshaping small business accounting.

Carbon accounting: The next frontier of compliance

Tam Somers (Xero) and Jessica Richmond (Sumday) will share how your firm can upskill in carbon accounting, build a valuable new offering to your clients, and help them navigate new standards and legislation.

Adopting a cybersecurity mindset for business protection

Cybercrime is becoming increasingly complex. Jump into the mindset of a hacker, and learn:

• AI and deceptive ‘deepfake’ tactics

• How to identify gaps in your firm’s security framework

• The latest knowledge and tools to keep you one step ahead

Find your restorative edge: The 7 types of rest

This is an exciting chance to hear from Dr. Saundra Dalton-Smith as she unpacks why so many people feel tired all the time. She’ll walk you through the seven types of activities that will help you to:

• Improve energy levels

• Sustain creativity

• Gain mental clarity

• Increase overall productivity

Karbon AI demo

Find out how Karbon has set the bar for how practice management systems should be implementing AI, according to the industry's leading voice on AI, Jason Staats.

This demo will showcase how your firm can use Karbon AI to automate tasks, work faster, strengthen client relationships and future-proof your accounting firm.

See you at Xerocon 2024

If you’re heading over to the event, stop by booth E+10 to meet the Karbon team. 👋 We look forward to seeing you there!