Save the Date!

December 5-8, 2021
Nashville, Tennessee


Road to Digital

Forget the Math, Double Down on Relationships with Ron Baker

August 18, 2020

Remote Business Development in the Age of Social Distancing with Jen Wilson and Tamera Loerzel

September 16, 2020

The Next Normal in Digital Client Experience

October 20, 2020
2 - 3:15 PM ET

Learning Leaders & Smarter Systems: How to Build for the Future While Sitting with Uncertainty with Jeffrey Rogers

October 26, 2020
12 - 1 PM ET

Distributed by Design, a Primer with Pascal Finette

October 27, 2020
2 - 3 PM ET

Serving Clients Beyond the Pandemic

November 10, 2020
2 - 3:15 PM ET

DCPA Tech Zone (CAS Track) and Virtual Exhibits Open

November 11, 2020
12 - 5 PM ET

Virtual 5K

Open November 11 - December 8, 2020

DCPA Pre-Con: Distributed by Design with Pascal Finette

November 12, 2020
12 - 4 PM ET

DCPA Tech Zone (TAX Track) & Virtual Exhibits

November 19, 2020
1 - 5 PM ET

DCPA Tech Zone (A&A Track) & Virtual Exhibits

December 3, 2020
1 - 5 PM ET

Laughs & Gaffs Social Kickoff

December 7, 2020
Virtual Resource Center
5 - 7 PM ET


Digital CPA 2020, the Virtual Event!

December 8, 2020
10:30 AM - 4:30 PM ET

Look out for monthly podcasts, LinkedIn Live interviews and the Modernizing Your Practice Portal! white logo
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Join Michael Cerami, VP, Strategic Alliances at, as he kicks off the Digital CPA 2020 virtual event. The winner of the 2020 Innovative Practitioner will be announced.


Economic Forecast 2021: Impact of Seismic Surprises

One of the most trusted names in financial reporting and economics, Dr. Rossell delivers a U.S. economic outlook for the next 18-24 months. Drawing on history, theory, and her ringside seat to Wall Street, she delivers an insider’s perspective on the most important economic events of our time and...

Take a Break with Amy Vetter

Chair Stretch: Don’t have time to get up from your chair? Join Amy and learn how you can still move your body and stretch during this 10-minute session without having to leave your computer!

Profession Update During Extraordinary Times

Barry C. Melancon, CPA, CGMA, CEO of the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change for the accounting profession in 2020 and beyond. Barry will discuss how the profession is...

Dueling Pianos

To close out Digital CPA 2020, we invite you, your colleagues, family and friends to join us for a live performance by the Flying Ivories; an entertaining dueling piano group. You will have the ability to request songs and DANCE ALONG!

DCPA20 Keynote Speakers

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...

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. She honed her...

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...

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...

DCPA20 Speakers

Beth Allen

Partner, GreerWalker CPAs & Advisor
Beth joined GreerWalker LLP in 2003 upon graduation from the University of North Carolina at Charlotte where she earned a Bachelor of Science in Accounting and a Master of Accountancy. Beth is a...

Ron Baker

Founder, VerSage Institute
Ron Baker has toured the world, spreading his value-pricing message to over 240,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2019 Top 100 Most Influential People in...

Tommye Barie

EVP, Leadership Development, The Succession Institute
Tommye E. Barie, CPA was Chair of the American Institute of CPAs Board during 2014-2015. Barie has an extensive history of service to the accounting profession. From 2003-2006 and 2009-current, she...

Amy Bridges

Professional Development Manager,
Amy has a passion for helping people learn and interact with new ideas and content, rooted in more than a decade of classroom instructional experience and 15 additional years of work with software...

Michael Cerami

VP, Strategic Alliances & Business Development,
Michael joined at the company’s inception in January 2001 as Vice President, Strategic Alliances. Since then, he has been a key contributor to the company's growth through the development and...

Pascal Finette

Co-founder, Radical Ventures
Distributed by Design: A Framework for Future Forward Organizations 2020 forced organizations into a work-from-home model without the necessary planning that would optimize collaboration, security and...

Kelly Fisher

Practice Partner, Wipfli
With 17 years of experience, Kelly Fisher has served as a strategic advisor to a range of companies. Her diverse business experiences have allowed her to advise clients on a wide range of strategic...

Javier Goldin

Managing Partner, Goldin Group, LLC
Javier Goldin It has been refreshing and exhilarating to find a Community within a professional organization dedicated to innovation and forward thinking. I am referring to Digital CPA. The initial...

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...

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...

Jenni Huotari

Partner, Eide Bailly LLP
Jenni specializes in helping small and mid-sized businesses grow and succeed. In her current role, she serves as the Partner-in-Charge of Eide Bailly’s Business Outsourcing & Strategy group (the firm...

Kacee Johnson

Sr Director Strategy and Innovation,
With 10 years of focus on accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics...

Josh Judit

Senior Enterprise Account Executive,
Josh Judit has spent over 20 years in the professional and corporate accounting world. Josh’s #1 priority is to help drive the profession forward. Aligned with the Top 100 and Global 400 accounting...

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...

Tamera Loerzel

Partner, ConvergenceCoaching, LLC
Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national consulting firm that helps leaders achieve success. Named as one of CPA Practice Advisors’ Top 25 Most Powerful Women in Accounting...

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...

Bill Reeb

Chair, American Institute of CPAs
William (Bill) Reeb CPA, CITP, CGMA, is the Chair of the American Institute of CPAs (AICPA). Reeb has held a number of volunteer leadership positions at the AICPA, having previously served as a member...

Chris Schmidt

Partner, Chairman & CEO, Moss Adams LLP
As chairman and chief executive officer, Chris is responsible for establishing and promoting the firm’s strategic plan, including maintaining firm-wide commitment to the highest level of professional...

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...

Amy Vetter

CEO, The B3 Method® Institute
As an award-winning, accomplished C-level executive and board member, Amy partner's with organizations to create go-to-market (GTM) strategies that scale operations, brand awareness and customer...

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...

Martin Zych

CEO, Jirav
Martin leads the Jirav team, He’s a career finance & accounting professional in high-growth tech companies. Previously Martin was the Finance Director at Limeade and Zephyr Heath and a Controller at... white logo
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Learning tracks

Operation in the Cloud

These sessions are designed to inform on developments in technology and how to successfully implement and employ resources available due to cloud technology.

Leading the Way

These topics are for those driving change in their firm and their teams


Disruption is taking place in many aspects of the accounting profession. Are you prepared for the changes and planning to disrupt or be disrupted? These sessions focus on areas actively evolving.

Client Accounting Services

Client Accounting Advisory Services are a staple track of the DCPA Conferences. 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.

Save the Date!

December 5-8, 2021
Nashville, Tennessee