2025 Client Advisory Services Meeting
August 25-27, 2025 │ Grand Hyatt Nashville | Nashville, TN Monday, August 25, 2025 7:00 – 7:30 a.m. │ Registration 7:15 – 8:30 a.m. │ Breakfast 8:30 – 8:50 a.m. │ President’s Welcome & Opening Remarks Grace Horvath, President & CEO, CPAmerica, Inc.
8:50 a.m. – 10:30 a.m. │CAS Benchmarking Survey and Current State of the Industry Amy Bridges, CPA.com 2 CPE│ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None
10:30 – 11:00 a.m. │Networking Break 11:00 a.m. – 12:15 p.m. │AI-Powered Client Advisory Services: Transforming with Intelligent Automation and Strategic Insights As artificial intelligence rapidly evolves, CPAs have unprecedented opportunities to enhance their client advisory services beyond traditional compliance work. This session explores cutting-edge AI applications that are revolutionizing how accounting professionals deliver strategic value to their clients. From predictive financial modeling and automated risk assessment to intelligent cash flow forecasting and personalized business intelligence dashboards, discover how forward-thinking firms are leveraging AI to provide deeper insights, improve decision-making, and strengthen client relationships. Attendees will learn practical implementation strategies, examine real-world case studies, and explore emerging AI tools specifically designed for client advisory engagements. Whether you're looking to modernize your practice or expand your advisory service offerings, this session will equip you with actionable insights to harness AI's potential in serving your clients more effectively. Todd Cooper, CPA.com 1.5 CPE│ Technology │Basic Pre Req: None │ Adv Prep: None
12:15 – 1:15 p.m. │Lunch 1:15 – 2:30 p.m. │ Member Sharing: Show Me Your Tech Stack 1.5 CPE │Technology │ Overview Pre Req: None │ Adv Prep: None
CPAmerica, Inc.