Save the Date!

December 5-8, 2021
Nashville, Tennessee

Digital CPA is for practitioners curious about technology and its impact on the accounting landscape. Together we’re challenging business models, transforming practice areas and driving innovation across the profession.

Join us on-site and online for Digital CPA 2021 to get in front of the rapidly changing landscape facing the profession and learn how innovative firms are staying ahead of the curve. You'll earn up to 9 CPE, network with peers, and get the content you need to be future ready.

Earn 4 CPE credits for the Pre-conference Workshop and 5 CPE credits for the main event

Our 2020 Keynotes

Jeffrey Rogers

Principal Facilitator, Singularity University

Jeffrey Rogers is an award-winning educator and sought-after speaker and facilitator obsessed with one essential question for our time: How do we thrive as leaders and learners in a world of accelerating change...

Marci Rossell

Expert Economic Forecaster, Former CNBC Chief Economist and Co-Host of Squawk Box

Marci Rossell is a world-renowned economist and financial expert who electrifies audiences nationwide, speaking candidly on the nexus of economics, politics, culture, and the media...

Erik Asgeirsson

President & CEO,

Erik Asgeirsson has been President and CEO of for the past fifteen years and was part of the original founding team. Under Erik’s leadership, has established itself as a leader on emerging technologies and as a key solution...

Barry Melancon

CPA, CGMA, President & CEO, AICPA

Barry C. Melancon is the CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with 650,000 members and students...


Virtual 5K

Coming Soon

Join in our first Virtual 5K & 1040! Register for either the 5K (3.1 mile) or 10.40 (mile) and walk, run or bike your chosen distance.


2020 Pre-conference virtual workshop


Pascal Finette

Co-Founder, Radical Ventures

Distributed by Design takes a step back to provide a framework & toolkit that equips firms with the knowledge and resources to conduct their own strategic planning and decision making on the topic of remote work.


DCPA Webcasts


Forget the Math of the Moment—Double Down on Relationships (1.5 CPE)

On Demand Webcast - August 18, 2020
Speaker: Ron Baker
Time: 1 Hour

Remote Business Development in the Age of Social Distancing (1.5 CPE)

September 16, 2020
Speaker: Jen Wilson
Time: 2:00PM - 3:15PM EDT

The Next Normal in Digital Client Experience (1.5 CPE)

October 20, 2020
Speakers: Tom Hood, Karen Larsen, Beth Allen
Time: 2:00PM - 3:15PM EDT

Learning Leaders & Smarter Systems: How to build for the future while sitting with uncertainty (1 CPE)

October 26, 2020
Speakers: Erik Asgeirsson & Jeffrey Rogers
Time: 12:00PM - 1:00PM EDT

Serving Clients Beyond the Pandemic (1.5 CPE)

November 10, 2020
Speaker: Dixie McCurley, Jim Bourke, Mitchell Weintraub & Michael Cerami
Time: 2:00PM - 3:15PM EDT

Hear from last year's attendees

”My firm is always interested in innovation, and I love being around all of the other CPAs who attend the conference. I learn so much just by being in the room!”

Jonathan Godwin, CEO

Godwin & Associates, CPA

”Learn more about digital trends and how others are responding to see where we can continue our progression.”

Dennis E. Sherrin, CPA,

CVA, CFF, CGMA, CEO & Strategic Consultant, Avizo Group

Who should attend?

Any professional staff members will benefit from this conference, including:

  • Client advisory services
  • Technology champions and innovation leaders
  • Business development directors and firm marketing directors Strategic Partners Save time and increase organization, control and efficiency for you and your clients with This secure, paperless solution enables you to automate and streamline your clients' accounts payable and receivable processes.
Biz2Credit Business Funding Portal - Managing business relief and financing for clients just got easier. The CPA Business Funding Portal simplifies the PPP loan forgiveness application process, and allows firms to manage all their clients' business relief and financing needs in one place.
Caseware CaseWare International Inc. is the leading global provider of cloud enabled audit, financial reporting and data analytics solutions. OnPoint PCR, a smart, cloud-based solution that transforms how CPA firms conduct preparation, compilation and review engagements, has been jointly developed by, the American Institute of CPAs and CaseWare International.
Jirav Jirav is business planning software that helps finance leaders forecast faster and more accurately. Get setup in minutes with automatic data import from cloud-based accounting and payroll systems. Then create sophisticated plans, reports, and dashboards.
Lukka Lukka is a leading technology and data services provider for middle and back office crypto asset processing. Our crypto-native products connect, standardize, reconcile, process and report audit-ready information within a highly secure SOC 1 Type 2 enterprise-grade infrastructure.
Paychex Through the Paychex Partner Program created with, referred clients receive one-month free payroll, retirement and HR services, with a 6-month money-back guarantee on payroll and retirement services. Participation is free and there's no obligation.
RIVIO RIVIO, the private business financial document clearinghouse, was developed by and Confirmation. It validates, authenticates and centralizes the financial document exchange between all stakeholders.
Sage Intacct Bringing best-in-class accounting capabilities to complement your firm's expertise, the Intacct Accountants Program is designed to empower you to deliver the high-value accounting and financial advisory services clients need to grow and succeed.
Vertex With the Vertex Firm Advisor Program, CPAs can leverage automation to provide sales and use tax support for clients and expand their trusted advisor role. Vertex is a Preferred Partner Solution of, an AICPA Company.

DCPA 2020 Sponsors

Accounting Suite AccountingSuite™ is a powerful, all-in-one business application for accounting, cloud banking, order management, Multi-Channel inventory management, project and time tracking into one cloud-driven platform.
ADP Grow your value with a partnership powered by ADP’s unmatched expertise, insights and solutions. ADP offers accounting professionals’ advanced analytics tools, an award-winning practice management platform called Accountant Connect, expert support and flexible partner models.
Aero Aero provides workflow and practice management tools built specifically with the modern cloud-based accounting firm in mind. Processes and procedures are integrated with proactively scheduled client work, creating efficient, scalable, profitable firms.
Botkeeper Botkeeper is a Human-Assisted Artificial Intelligence (AI) platform that automates bookkeeping, purpose-built for Accounting Firms. Combining artificial intelligence & machine learning technology, with high-quality skilled accountants, we deliver a full-suite bookkeeping & pre-accounting solution to Accounting Firms.
Inflo Inflo makes leading-edge technologies accessible to the accounting profession by providing digital solutions, knowledge, and support to accountants; to add value to their clients in new and innovative ways.
Intuit Intuit’s mission is to Power Prosperity Around the World. We are a global financial platform company with products including TurboTax, QuickBooks, Mint and Turbo, designed to empower consumers, self-employed and small businesses to improve their financial lives.
Mindbridge MindBridge, creator of the world’s first AI-powered auditing solution, enables financial professionals to uncover unknown risk by analyzing 100% of transactions.
Oracle Netsuite For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 22,000 customers in 203 countries and dependent territories.
Practice Ignition Practice Ignition helps accountants create proposals, contracts, and payments all in one place. You'll be able to automate your engagement letters and eliminate accounts receivable — it’s a faster and more efficient way to manage client engagements remotely.
Prophix Achieve your goals more successfully with Prophix’s innovative Corporate Performance Management (CPM) software. Improve profitability and minimize risk when you automate repetitive tasks and focus on what matters.
Rewind Rewind gives you peace of mind with automatic backups of the cloud platforms you rely on. Backup, copy, and restore for QuickBooks Online – and soon, Xero.
Rippling Rippling makes it unbelievably easy to manage your clients’ Payroll, Benefits, and HR—all in one modern, flexible system.
Roger.AI Roger helps accounting firms scale without adding headcount, offering the first platform to supercharge your staff to automate data entry, AP, expense reimbursements, approvals, and more in one platform.
SafeSend Returns SafeSend’s mission is to automate the tax and accounting profession with innovative technologies that help practitioners work more efficiently and better serve their clients. SafeSend Returns® is SafeSend’s award-winning solution that eliminates labor-intensive tasks and makes work enjoyable.
Sage Sage is the market leader for integrated accounting, payroll, and payment systems, supporting the ambition of the world's accounting professionals. We reinvent and simplify business accounting through brilliant technology, working with a thriving community of entrepreneurs, business owners, tradespeople, accountants, bookkeepers, partners and developers.
SurePrep SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.
Vic.AI is the AI (Artificial Intelligence) Platform for Accounting Productivity. Already surpassing human-level accuracy for many tasks, helps accounting firms and finance departments become more efficient and reduce errors on routine accounting tasks.
XCM Solutions Now part of Wolters Kluwer Tax & Accounting, XCM® solutions offer a complete productivity enablement and workflow platform that empowers you to manage all types of work—within all departments, across multiple offices.
Xero Xero is beautiful online accounting software for small businesses and their accountants. With time-saving tools and solutions, Xero improves efficiencies for everyone. Learn why more than 1,818,000 customers worldwide use Xero at
AON Aon is the only entity endorsed by the AICPA to provide best-in-class Risk Solutions that help protect the careers and lifestyles of accounting professionals and their families.
PCPS The AICPA’s Private Companies Practice Section (PCPS) supports CPA firms in the everyday intricacies of running a practice. PCPS partners with firms of all sizes, creating targeted and customizable practice management resources, networking opportunities and is a strong, collective voice within the CPA profession.
MACPA MACPA is a home and lookout post for CPAs in Maryland and beyond. We exist to help CPAs, students, and educators flourish… to the benefit of the public. Accelerator Program Winners

Gilded Gilded- seamless invoicing, payments and accounting for global business -powered by blockchain.
Scanye Scanye- intelligent algorithms to automate documents, processing, accounting and finance management for SMEs. A 2020 AICPA and Startup Accelerator.
The Climate Service The Climate Service – software as a service to help companies measure, manage and disclose climate-related financial risks. A 2020 AICPA and Startup Accelerator.
Tally St Tally Street- a “virtual analyst” that helps boost cash flow by using accounting data to find opportunities and anticipate problems before they happen. A 2020 AICPA and Startup Accelerator.

The Road to Digital Infographic

DCPA21 Advisory Board

Inga Arendt

Partner, Wipfli
Inga Arendt, a partner at Wipfli LLP, is passionate about innovation and business transformation. She uses that passion to lead complex client-focused, multi-disciplinary transformation efforts across...

Michelle Golden

Owner, Fore LLC

Michelle Golden, CPF, is a growth and profitability strategist, an innovator, and a value-pricing methods expert. With a strong background in CPA-firm marketing, she deeply honed subspecialties in...

Jody Grunden

Co-Founder and CEO, Summit CPA Group
Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. His entire career has been devoted to innovating the accounting industry...

Christopher Heinfeld

Partner, Heinfeld, Meech & Co.
Christopher W. Heinfeld, CPA is a Partner for the public accounting firm Heinfeld, Meech & Co. He currently manages audit and attest services for municipalities, school districts, non-profits, and...

Natalie Hoffmann

Partner, Honkamp Krueger & Co., P.C
Natalie is the president of HKP and partner at Honkamp Krueger & Co., P.C (HK). She has 30 years of experience in public accounting helping businesses find and use technology to automate their daily...

Tom Hood

Executive Vice President, Business Growth and Engagement, AICPA

"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates...

Kelly Johnson

National Practice Leader, Business Services & Outsourcing , BDO
Kelly Johnson leads BDO's Business Services & Outsourcing national practice and is a BDO Board of Directors member. With more than 25 years of experience in finance and accounting, she works with...

Mark Koziel

President, CEO, Allinial Global
Mark Koziel became President and CEO of Allinial Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-nine...

Karen Larsen

Partner, Baker Tilly Virchow Krause, LLP
Karen has spent the majority of her career as an audit practitioner working for a variety of different firms including Deloitte, KPMG and Baker Tilly. Her professional experience spans a wide range of...

Elinor Litwack

Partner, Outsourced Accounting and Advisory Services, 2021 Advisory Board Chair, GRF CPAs & Advisors
Elinor has over twelve years of experience in the accounting profession. After launching her career as an auditor with PwC, she joined the Outsourced Accounting and Advisory team at GRF CPAs &...

Gabrielle Luoma

Co-Founder, CEO, MOD Ventures, LLC
Gabrielle, founder and visionary of MOD Ventures, began building her business in 2004 in the living room of her own home. She is a wife and mother of two and wanted to spend as much time with her kids...

Dixie McCurley

Partner, Cherry Bekaert LLP
A Principal in the Digital Advisory Practice of Cherry Bekaert, Dixie is responsible for leading the Firm’s Client Accounting Services (CAS) practice. Based in Atlanta, Dixie oversees outsourced...

Rebecca Pomering

Partner, Chief Practice Officer, Moss Adams
As chief practice officer, Rebecca oversees the firm’s client service and growth strategies. She is responsible for implementation and growth of the firm’s national industry practices, as well as the...

Lisa Simpson

VP, Firm Services, AICPA
Lisa is the VP Firm Services for the AICPA. She leads the Private Companies Practice Section (PCPS) team in the development of practice management tools that address topics most important to firm...

Steve Ursillo

Partner, Cherry Bekaert LLP
Leadership Role:National Leader, Information Assurance & Cybersecurity Education:Bachelor of Science in Business Administration, Bryant University; Masters of Computer Information Science, Boston...

Jen Wilson

Partner, Co-founder, ConvergenceCoaching

Jennifer Wilson is a co-founder and partner of ConvergenceCoaching, LLC, a national leadership and management consulting firm dedicated to helping leaders achieve. Jennifer’s ultimate goal is to make...

What your peers are saying about DCPA

Frequently asked questions

How can we register multiple people from our firm?
You have options for registering multiple people from your firm to attend the Digital CPA Conference.
  • When you register through the site you can simply select "Add Another Person", and then add their information. The registration site will automatically apply the multi attendee discount to all the individuals you register. You can also add more people at a later date by logging back in with your confirmation number and selecting "Add Another Person"
  • If you do not have the names of everyone going, but know there will be multiple attendees, contact and we will help you with the appropriate discount code.
How many CPE credits do I get?
By attending the full conference, you are eligible to receive up to 16 CPE credits. (If you participate in the Preconference sessions you receive an additional 3 credits.)
What types of CPE do I get?
You will be able to receive AA, SK and BMO (and other) CPE credit by attending DCPA21.
What is the cancellation policy?
You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.
Can I transfer my registration to another person in my firm?
Yes, contact SCO for assistance on this transfer at. 888.777.7077. white logo
DCPA20 white logo

Thank you Digital CPAs for another successful event!