Kene Iloenyosi
NeatWorks, Inc DBA Talent Revolution , Johns Creek, GA

The workplace is evolving fast; AI-driven automation, talent shortages and shifting ownership models are accelerating the change. Yet, the future is full of opportunity for those who choose to embrace it. Leadership has always been central to thriving, and the talent shortage will only raise the stakes. This session explores three keys to preparing you to lead tomorrow.

Ralph A. Pasquariello, CLCS
CyberiskIQ , Roswell, GA

This session discusses how to strategically combine financial risk quantification and cyber identification to save your P&L before a disaster happens.

Tim Naddy, CPA, CFE
CFO and Professor / Savannah Bananas , Savannah, GA

This session will show participants how to transform financial data into meaningful insights that drive better business decisions. Learn techniques for analyzing and interpreting key financial information to identify trends, uncover opportunities and provide strategic guidance to clients and stakeholders. Attendees will gain practical tools for moving beyond reporting numbers to delivering value as a trusted business advisor.

Michael R. Wiggins, JD MS MBA CFE
Lecturer of Legal Studies & Accountin / Georgia Southern University School of Accountancy , Statesboro, GA

CPAs are under regular attack from fraudsters. Threats from phishing, vishing, smishing, ransomware, hacking and AI-assisted attacks are an everyday threat to the profession. This seminar focuses on prevention, controls, and mitigation. Real world examples of fraud and its effects on accounting firms and corporations will be covered.

H. R. Lee Jr, CPA
Rushton LLC , Gainesville, GA

Traditionally, much time has been spent in hindsight; trying to catch up, compliance and accuracy of past information. While this is important, as leaders, how is your 20/20 foresight? What hinders or helps to anticipate, then plan and create action items for what is around the corner? Address a few ideas and information for consideration for group discussion.

Patrick Maffett, CIMA, AIF, MBA
Regions Bank , Atlanta, GA

This session equips CPAs with a clear, actionable understanding of the forces shaping today’s economic landscape. Break down the key macroeconomic trends and translate them into practical insights you can apply in client conversations and strategic planning. Explore current market behavior across equities, fixed income and alternative assets, with an emphasis on identifying risks early and spotting emerging opportunities. The goal is simple: to give financial professionals the clarity and confidence needed to navigate uncertainty and guide clients through a rapidly evolving environment.

Randall M. Webb, CPA
Symphona , Savannah, GA

Chad Sims, CPA
Symphona , Dublin, GA

As technology transforms the accounting profession, maintaining quality, consistency and compliance has never been more important. Explore how firms can leverage digital tools while strengthening quality control processes, managing risk and ensuring reliable outcomes. Gain practical insights for balancing innovation with accountability in an increasingly technology-driven environment.

This session explores the advisory services clients value most and are willing to invest in. Attendees will learn how to identify client needs, position high-impact advisory offerings and demonstrate measurable value beyond traditional compliance services. Gain practical strategies for building a profitable advisory practice that strengthens client relationships and creates new revenue opportunities.

James M. Harris III, CFP, CIMA
James Harris & Company , Albany, GA

Matthew Green
Heritage Capital Group , Savannah, GA

Mergers and acquisitions present significant opportunities for growth, succession and value creation, but successful transactions require more than financial analysis alone. CPAs are uniquely positioned to guide clients through every stage of the deal lifecycle, from preparation and due diligence to transaction structuring and post-deal integration. This session explores how CPAs can help clients maximize value, identify risks, avoid common pitfalls and achieve successful outcomes in an increasingly competitive M&A marketplace. Participants will gain insight into key valuation drivers, effective due diligence practices, transaction structuring considerations, and strategies for preserving value after closing. Through practical insights, real-world examples and actionable takeaways, attendees will learn how to strengthen their role as trusted advisors and create meaningful value before, during and after a transaction.

Jeremy Wortman
HRD Initiatives LLC , Savannah, GA

This session takes a unique approach to discuss ethics in the accounting profession. Start with the most critical, and often the most neglected, element of moral decision-making: the individual. During this session, build on the individual decision-making process and work as a team to create a firm culture of ethical behavior. Participants will work together to evaluate their firm’s critical foundation blocks to building a strong ethical firm culture. Specific attention will be given to the idealized behaviors that drive ethical behavior and meet the firm’s expectations. Synthesize your self-reflection and the role of leadership with the AICPA Code of Conduct. Identify the direct impact you have to help uphold and support your profession’s ethical obligation to yourself, to each other, and to the public.

Each registration includes three hours of on-demand CPE, which will be added to participants' accounts after the conference.