Accounting AI
& Automation Summit
The Future of Accounting is Here.
Are You Ready?
📍100% Virtual
⌚11AM EST to 5:30PM EST
📆 May 20, 2025
AI & automation are reshaping the accounting profession. From workflow automation to client advisory, firms that integrate AI into their operations gain a competitive edge.
Will yours be one of them?
The Accounting AI Summit 2025 brings together industry leaders, AI experts, and forward-thinking accountants to explore practical ways AI can improve efficiency, enhance client services, and future-proof your firm.
Real-World AI Adoption
Hear success stories from firms implementing AI today.
Live Demonstrations
See AI tools in action and learn how to apply them.
Improving Efficiency with AI
See AI tools in action and learn how to apply them.
AI & Compliance
Understand risk, security, and ethical considerations.
Enhancing Client Services
Learn how firms use AI to provide proactive advisory services.
Accounting AI
& Automation Summit 2025 Agenda
Join us for a full day of practical, forward-looking sessions on how AI is transforming the accounting industry — from client success and compliance to automation and firm scalability.
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11:00AM EST
Welcome & Opening Remarks
Get grounded in the day’s goals and how AI is reshaping modern accounting.
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11:15AM EST
The AI-Powered Accountant: What Skill Sets Are Becoming Essential?
Speaker: Chad Davis, CPA
Understand what capabilities today’s firms need to stay competitive in an AI-first future.
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12:00PM EST
The Automated Accounting Firm: How to Build a Client Success System That Runs Itself
Speaker: Ed Axe, CEO of Axe Automation
Discover how to streamline client onboarding, communication, and retention without sacrificing service quality.
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12:45PM EST
Break + Virtual Booth Visits
Take a breather and explore cutting-edge AI tools for your firm.
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1:15 PM EST
How I’ve Cloned Myself (And How You Can Do It Too)
Speaker: Ryan Lazanis, CPA
Learn the tools and process required to multiply your voice, avatar and expertise. -
2:00PM EST Event Time
Live Q&A with Jason Staats, CPA
With extensive experience in accounting technology and AI integration, Jason will address your questions on leveraging emerging technologies to enhance firm operations and client services.
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2:45PM EST
Break + Virtual Booth Visits
Take a breather and explore cutting-edge AI tools for your firm.
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3:35PM EST
Implementing AI in Accounting: A Step-by-Step Guide
Expert Panel Discussion,
Moderator: Kellie Parks, CPB
Discover how to move beyond the hype and take meaningful steps toward integrating AI into your accounting workflows. In this session, Michelle Gordon, CFO, management consultant, and founder of Fiscal Eye, will share a practical, experience-based roadmap for firms ready to embrace AI. You’ll learn how to build internal buy-in, align your existing processes with emerging technologies, launch effective pilot programs, and implement a system for continuous improvement. With a strong background in helping organizations across sectors adopt AI and automation, Michelle will offer grounded, actionable strategies to help you confidently lead your firm into the future. -
4:30PM EST
The Future of AI and Automation in Accounting
Expert Panel Discussion,
Moderator: Kellie Parks, CPB
Hear top industry voices unpack findings from the 2025 State of Workflow and Automation Report and share predictions for the next 5 years. -
5:20PM EST
Financial Cents AI + Automation Demo
Optional Session
Get a behind-the-scenes look at the AI & automation features powering workflows, productivity, and client experience. -
5:50PM EST
Closing Remarks
Wrap up with key insights and next steps to bring AI into your firm.
Hear the speakers unpack findings from the 2025 State of Workflow and Automation Report and share predictions for the next 5 years.
Jenna Rodriguez is a forward-thinking CPA and Senior Accountant at Pedante and Company, Inc.
She excels at streamlining financial operations and implementing modern accounting solutions, helping clients make smarter, data-driven decisions in a fast-evolving business landscape.
Michelle Gordon is a strategic CPA and the founder and CEO of Fiscal Eye, where she leverages AI-driven insights to help businesses uncover financial blind spots and drive smarter decision-making.
Combining deep financial expertise with cutting-edge technology, she empowers entrepreneurs to build scalable, future-ready companies.
About Financial Cents
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
