8:30 a.m. — Breakfast and Networking
9:10-10:10 a.m. — Professional Issues Update
Aiysha (AJ) Johnson, MBA, IOM, NJCPA CEO and Executive Director
June Toth, CPA, 2024/25 NJCPA President and Principal at WilkinGuttenplan
This session will provide an essential update on key professional issues impacting CPA firms. Tailored for marketing, human resources and firm operations staff, the discussion will cover emerging trends, regulatory changes and strategic challenges that are shaping the accounting profession.
10:10-11:40 a.m. — Accounting For Times
Dr. Jessica Levin, Seven Degrees
Rachel L. Anevski, MAOB, PHR, SHRM-CP, Matters of Management
The accounting profession is changing fast, and firm administrators, HR pros, and marketing leaders are in the thick of it. In this interactive session, we’ll dig into how you fit into this evolving world and why you’re more important than ever. We’ll cover strategies to help you navigate the challenges and earn that well-deserved seat at the leadership table. Expect practical, no-nonsense takeaways you can use and a few laughs along the way (because who says accounting can’t be fun?). You'll leave with fresh ideas to tackle the real challenges you face and the tools to make sure your voice is heard when decisions are made.
11:40 a.m.-12:30 p.m. — Lunch/Networking
12:30-1:30 p.m. — AI Update: Transforming CPA Firm Operations, Marketing and HR
Dr. Sean Stein Smith, CPA, CFE, CGAM, CMA, DB, Lehman College
This session will provide a focused update on the evolving role of AI in CPA firm marketing, HR and operations. Tailored to meet the needs of these critical functions, the session will explore how AI-driven tools and strategies can streamline operations, enhance client engagement and support talent management. Get a clear understanding of practical AI applications that can be implemented today to drive efficiency and innovation.
1:30-2:15 p.m. — NJCPA Resources – NJCPA Staff
This session will highlight the resources available through the NJCPA for firm administrators, HR professionals and marketing teams. Discover tools and programs that support firm operations, talent acquisition, employee retention, and professional development.