New England Practice Management Conference

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

This session is available to registrants and their guests

Speaker: Summer Jelinek

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 is available to registrants and their guests

Speaker: Dawn Brolin, CPA, CFE

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

Facilitator: Nick Boscia, Boscia & Boscia PC

This session is available to registrants and their guests

Facilitator: Ron Loberfeld, CPA, CGMA

This session is available to registrants and their guests

Facilitator: Andrew Schwartz, CPA

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

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

This session is available to registrants and their guests

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.

This session is available to registrants and their guests

This session is available to registrants and their guests

This session is available to registrants and their guests

Speaker: Arianna Campbell, Boomer

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.

This session is available to registrants and their guests

Speaker: Dawn Brolin, CPA, CFE

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.

This session is available to registrants and their guests

Speaker: Brian Kush, Intend2Lead

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.

This session is available to registrants and their guests

Speaker: Randy Johnston, MCS, K2 Enterprises

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.

This session is available to registrants and their guests

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.

This session is available to registrants and their guests