New England Practice Management Conference
Wednesday, November 19
General Session
Thursday, November 20
Optional Session
Breakout Session
Friday, November 21
Speaker: Scott Moore, Rainmaker
Get ready to spark ideas and build valuable connections. In this fast-paced, interactive session, you’ll engage in focused conversations to introduce yourself, explore collaboration, share initiatives and find ways to support one another. This structured networking moves beyond small talk to uncover shared challenges, exchange insights and identify partnership opportunities—leaving you with new contacts and fresh ideas
Speaker: Summer Jelinek
Ever wonder how some leaders consistently drive results and build thriving teams? It’s not luck, it’s a mindset you can apply. This session introduces a straightforward, actionable model for creating and sustaining a high-performing, people-first culture. You’ll explore why self-leadership is the foundation of effective leadership, how to balance accountability with respect to boost morale and strategies to stay ahead of crises—so you can focus on growing your firm and developing your team.
Speaker: Corey Adams, Robert Half
Hiring is harder than ever. This session unpacks the latest finance and accounting talent trends, in-demand roles and salary expectations. Get actionable strategies to attract top performers, retain key staff and lead through uncertainty, all while keeping your team engaged and competitive.
Speaker: David Humphrey, CPA, Beacon Equity Advisors
As consolidation reshapes the market, $10–$20M businesses face big decisions. Should they sell, reinvest or compete with larger players? This session explores current merger and acquisition (M&A) trends and equips you with the insights to guide clients through their next move—whether it’s cashing out, rolling over equity or doubling down on growth.
Speaker: Jaideep Singh, Co-founder & CEO, FlyFin AI Inc.
In this session, you’ll explore how cutting-edge AI—especially large language models (LLMs)—is reshaping tax preparation for CPA firms. We’ll trace AI’s evolution in the tax world, tackle common operational challenges, reveal how automation can streamline workflows, cut prep time and improve return quality. You’ll also gain practical strategies for integrating AI into your firm, making the most of your talent, strengthening client relationships and expanding your service offerings—all while boosting efficiency, scalability and profitability.
Speaker: Andrew Schwartz
Speaker: Dawn Brolin, CPA, CFE
Is your firm positioned for long-term success—or just keeping up? This session will challenge you to think beyond day-to-day demands and take a strategic look at what it takes to build a high-performing, future-ready firm. You'll walk away with clear, actionable strategies to set a compelling vision, streamline operations and cultivate a culture that fuels innovation, growth and firm-wide accountability. Whether you're scaling up or leveling up, this session is your roadmap to lasting impact.
Always on, always available—and always exhausted? If you’re constantly juggling client demands, firm responsibilities and personal obligations with nothing left in the tank, this session is for you. Discover how to shift from time management to energy management, so you can lead with clarity instead of burnout. You’ll learn to spot and eliminate “time vacuums,” set boundaries that stick and take back control of your day—empowering you to show up as your best self at work and at home.
This session dives into the rising trend of subscription-based pricing for accounting services—and why more firms are making the shift. You'll discover how to build subscription packages that align with client needs, boost loyalty and drive sustainable growth. Walk away with a clear roadmap for transitioning your pricing model, managing client expectations and delivering consistent value month after month.
Speaker: Samantha Mansfield, Convergence Coaching, LLC
With private equity gaining traction and mergers accelerating, choosing the right exit strategy is more important—and more complex—than ever. This session will break down the pros and cons of private equity, ESOPs and remaining independent, so you can evaluate what aligns best with your firm’s values, vision and goals. You’ll explore the roles of conscious and traditional capitalism in shaping firm culture and leave with the clarity and confidence to make a strategic, unified decision with your partners.
Speaker: Laurence Whittam, Impact Global Solutions
Outsourcing can drive growth—but only with the right strategy. This interactive session gives you the tools to build a smart, scalable outsourcing plan tailored to your firm. You’ll explore different outsourcing models, assess your firm’s readiness and work with peers to draft a practical roadmap you can take back and implement. Leave with fresh insights, real-time feedback and a clear path to move your strategy forward with confidence.
Speaker: Matt Rampe, ASA, PCC, Rosenberg Associates
With private equity and AI accelerating change across the profession, firms that focus their services are better positioned to grow and compete. This session explores why specialization is becoming essential and how to choose and own the right niche for your firm. You’ll gain practical strategies to build deep expertise, strengthen your brand and deliver greater value.
Speaker: Beth Z.
AI is reshaping the accounting profession—but what does that mean for your firm? This interactive session will demystify today’s AI tools, explore the ethical and legal implications and spark small-group discussions on how emerging technologies are transforming client service, operations and staffing. You’ll leave with practical insights to help you lead confidently in an AI-powered future.
Facilitator: Nick Boscia, Boscia & Boscia PC
Facilitator: Ron Loberfeld, CPA, CGMA
Facilitator: Andrew Schwartz, CPA
Speaker: Karl Ahlrichs, SHRM-SCP, SPHR, CSP, ExpertSpeaks
Hiring missteps are costly—draining time, resources and morale. This session offers a smarter approach to building a high-performing team by aligning your talent strategy with your firm’s culture and long-term goals. You’ll explore how to improve hiring outcomes through targeted sourcing, psychometric assessments and LEAN-inspired process improvements. Walk away with practical strategies to reduce turnover, boost retention and make every hire count.
Speaker: Samantha Mansfield
Clear expectations are the foundation of high-performing teams—especially in remote and hybrid environments. This session will help you identify and replace outdated norms, delegate with purpose and implement communication strategies that drive accountability. You’ll leave with practical tools to build a more aligned, motivated and results-driven team—wherever they work.
Speaker: Randy Johnston, MCS, K2 Enterprises
Drowning in software options? This session cuts through the noise with the top five tools across workflow, billing, document management, communication and advisory. Walk away with practical recommendations, key integrations and emerging trends to strengthen your firm’s tech strategy.
Speaker: Alexander Mazurewicz, TaxDome
In this session, we'll explore insights from a first-of-its-kind study of 350+ U.S. business clients who work with accounting firms. You'll learn why business clients increasingly choose niche accounting firms, how specialization affects their willingness to pay and which industries value expertise most. You’ll also get data-driven strategies to align services with vertical needs, plus real-world examples of firms using niche positioning to grow their client base and command premium pricing.
Speaker: Karl Ahlrichs
As firms expand their service offerings, delivering a seamless client experience has never been more complex—or more critical. This session dives into the evolving benchmarks of exceptional service and explores the three key dimensions of today’s organizational relationships. Learn how to meet rising client expectations, support your team through change and build lasting trust in an increasingly diverse and competitive marketplace.
Speaker: Beth Z., Your Nerdy BFF
AI isn’t just answering questions anymore, it’s taking action. This session explores agentic AI, the next evolution of artificial intelligence that can plan, prioritize and execute multi-step tasks independently. You’ll gain insight into how this emerging technology is transforming productivity, workflows and talent needs, especially in high-stakes professions like accounting. Whether you’re evaluating AI adoption or rethinking your firm’s competitive edge, this session offers practical guidance on the business impact of agentic AI, real-world automation use cases and the risks and rewards for your team. Don’t miss this opportunity to cut through the hype and get ahead of what’s next.
Speaker: Brian Kush, Intend2Lead
In a profession built on precision and predictability, today’s constant disruption challenges even the most experienced leaders. This session explores how shifting markets, evolving business models and growing complexity impact firm strategy—and why embracing uncertainty is now a leadership necessity. You'll gain practical tools to reframe uncertainty, strengthen your firm’s culture and lead with clarity in the midst of change. Walk away empowered to turn disruption into a strategic advantage.
Speaker: Scott Moore
Hear directly from firm leaders who are successfully driving intentional, strategic growth. This panel will explore how they align their teams, innovate with purpose and keep clients at the center—all while navigating industry change. Walk away with real-world insights, actionable takeaways and fresh inspiration to fuel your own firm’s growth journey.
Succession isn’t just a future concern—it’s a pressing priority. In this session, you’ll explore the most common pitfalls that derail transition plans and learn proven strategies to identify and prepare your next generation of leaders. Walk away with practical tools, contingency plans and the confidence to build a succession strategy that protects your firm’s future and preserves your legacy.
Speaker: Nick Boscia, Boscia & Boscia PC
Ready to reshape how your firm works—and what it’s working toward? This session is designed for leaders of traditional and solo firms looking to build a modern, scalable practice. You'll explore the essential tools, systems and mindset shifts that drive sustainable growth, streamline workflows and support a healthier work-life balance. Whether you're starting fresh or refining your model, you'll leave with strategies to create a firm that runs with purpose, efficiency and intention.
Speaker: Mark Brownstein, CSA, Emerald Medicare
Gain a clear understanding of how Medicare fits into retirement and financial planning. This session covers enrollment timing, income-related monthly adjustment amount (IRMAA) strategies, employer coverage coordination and tax-smart planning tips. Walk away with the tools and talking points to confidently guide clients through key healthcare decisions.
Speaker: Charlie Zanazzi, HarborOne Khaled Khalil, HarborOne John McBride, HarborOne Jeff Sweet, HarborOne
Helping clients grow or transition starts with the numbers. This session covers the fundamentals of financial analysis—reviewing statements, debt structure, budgeting, margins and covenants—to evaluate funding capacity and guide smart, strategic decisions.
Speaker: Jeff Hiatt, MSC Kyle Young, MSC Mike Smith, MSC
Major tax reform is here. This session breaks down key changes from the new One Big Beautiful Bill Act (OBBBA)—including extended provisions, compliance updates and new deductions and credits—so you can stay informed, compliant and ahead of the curve.
Speaker: Konrad Martin, CPA, TechAdvisors
Unlock AI’s potential without the risk. This session covers how firms can safely implement AI tools, navigate key compliance concerns and avoid common legal pitfalls. Learn practical policies, training tips and usage guidelines to boost efficiency while protecting your business.
Speaker: Ryan Ransford, Sentinel Group Tony Mancini, Sentinel Group Greg Puig, Sentinel Group
As employee expectations shift, benefit strategy is more critical than ever. This session covers the top 10 tips for effective retirement education, key healthcare trends and year-end legislative updates. Learn how firms are moving from transactional support to strategic guidance—and why personalized, flexible benefits are essential for attracting and retaining talent.
Firms will be divided by size• Less than 1 million gross revenue o Roundtable 1: Facilitated by: Arthur Arsenault, CPA o Roundtable 2: Facilitated by: Bob Fineman, CPA• 1-3 million gross revenue o Roundtable 1: Facilitated by: Michael Castro, CPA o Roundtable 2: Facilitated by: Tim MacLellan, CPA, CGMA, PFS• 3 - 3-5 million gross revenue o Roundtable 1: Facilitated by: Andrew Schwartz, CPA o Roundtable 2: Facilitated by: Thomas Savino, CPA o Roundtable 3: Facilitated by: Sandy Brown, CPA• 4-5+ million gross revenue o Roundtable 1: Facilitated by: Jeff Levine, CPA, MST o Roundtable 2: Facilitated by: Ron Loberfeld, CPA, CGMA
Speaker: Richard Cella III, Ipswich Bay Advisors Barton Liro, Ipswich Bay Advisors Jeffrey Clark, CPA, Ipswich Bay Advisors
The SECURE Act has reshaped retirement income planning—and CPAs need to stay ahead. This session breaks down key changes to Roth and Inherited IRAs, required minimum distributions (RMD) rules and trust taxation. Learn strategies to help clients reduce lifetime tax liabilities, avoid costly mistakes and optimize retirement income—potentially reaching a near-zero tax bracket.
Speaker: Arianna Campbell, Boomer
Is your team ready for what’s next? This session helps firm leaders assess current strengths, identify skill gaps and align talent development with long-term goals. Learn how to build a capability roadmap that drives innovation, meets evolving client needs and fuels sustainable growth.
Stop tracking what’s easy and start measuring what matters. This session shows firm leaders how to identify and implement KPIs and KBIs that align with strategic goals, support change and improve performance. Learn to shift from reactive reporting to proactive, metrics-driven decision-making.
A strong onboarding process isn’t just a nice-to-have, it’s a game-changer for client retention and firm efficiency. This session will show you how to design a streamlined, tech-enabled onboarding experience that builds trust from day one. Learn how to implement consistent workflows, simplify data collection and set clear expectations early—so your team can deliver value faster and your clients feel confident from the start. Walk away with practical strategies to elevate your onboarding and deepen client relationships.
In today’s fast-changing landscape, technical expertise isn’t enough—firms need leaders who inspire connection, creativity and growth. This session explores how shifting to a coaching leadership style can transform your team and culture. You’ll learn how to move beyond simply receiving coaching to embodying it, breaking through common barriers in the accounting profession. Walk away with actionable strategies to lead with curiosity, empower your people and drive meaningful results.
A strong tech stack fuels both efficiency and client satisfaction. This session helps you assess your current tools, identify gaps and make strategic upgrades that align with your goals. Learn how smart tech choices can boost productivity, enhance service and differentiate your firm.
Speaker: Matt Rampe, ASA, PCC
Private equity is reshaping the accounting profession—but is it the right move for your firm? This session offers a candid look at the opportunities and risks of private equity, along with a decision-making framework to help you evaluate your options. You’ll also explore strategies to strengthen and scale your firm independently—without sacrificing control. Leave with the clarity and confidence to chart a path that aligns with your values, vision and long-term goals.
Speaker: Rob Ferre
Wrap up with a high-energy session that blends humor, storytelling and interaction to spark stronger team dynamics. Learn practical ways to boost engagement, communication and collaboration—plus join a roundtable wrap-up to reflect, share takeaways and leave with fresh ideas to recharge your team.
