Receipt Bank - Damien Greathead, VP of Business Development

Damien Greathead, VP of Business Development, Receipt Bank, asks us to think about technology as an extension of our team. Look for bottlenecks in our workflow. Streamline through process improvement or implementing technology. Such as, applications that will unlock our time to have transformational conversations with clients.

FloQast - Blake Oliver, Senior Product Marketing Manager

Listen as Blake Oliver, Senior Product Marketing Manager at FloQast, discusses outsourced accounting services for virtual CFO’s and business owners. Technology is allowing us to provide better data, improve compliance, and implement more effective internal controls. Good technology and good people are the two things needed to get your process nailed down.

Gary Wood: Transitioning Into a Firm of the Future

At a young age, Gary Wood took over a 30 year-old Sole Practitioner firm, leading it through a transition from its founders to ultimately becoming a modern firm of the future. In this interview with Samantha Mansfield, Gary explains how he uses the Digital CPA Conference as part of his annual strategy and how he keeps the momentum to continue building and evolving his CAS practice.

Interviewer: Samantha Mansfield, CPA.com
Interviewee: Gary W. Wood, CPA, Compere Robinette CPAs

Paychex - Philip Horrisberger

Making sense of alphabet soup. Philip Horrisberger, Director of Channel Marketing, Paychex discusses Future Firm Services and providing Human Capital Management through a broad range of value enhancing, HR advisory solutions.

MindBridge - Solon Angel

Put Audit Back in the Black. Solon Angel, Chief Strategy Officer with MindBridge, Ai, shares his perspective of unlocking the capabilities of CPAs and driving value while driving competency rates.

Intuit - David Bergstein

The Cloud as a Tipping Point. Join David Bergstein, CPA, from Intuit, as he discusses accountants adapting to the digital age and moving their focus to advisory services.

Fathom - Madeline Reeves

Technology is just a piece of the puzzle. Madeline Reeves, Director of Business Development at Fathom, shares insight on investing time in people and building meaningful client relationships.