CPA Insights – Accounting Firms ONLY
 
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Monday, November 16, 2026
4:00 pm
CPA Insights – ACCOUNTING FIRMS ONLY
Pre-Conference Registration Opens
2 hr
6:00 pm
CPA Insights – ACCOUNTING FIRMS ONLY
Pre-Conference Reception
1 hr 30 min
Tuesday, November 17, 2026
7:00 am
CPA Insights – ACCOUNTING FIRMS ONLY
Pre-Conference Registration
1 hr 30 min
7:30 am
CPA Insights – ACCOUNTING FIRMS ONLY
Networking Breakfast
1 hr
8:30 am
CPA Insights – ACCOUNTING FIRMS ONLY
Welcome & Opening Remarks
15 min
Daniel Hood
Daniel Hood
Editor-in-Chief
Accounting Today
8:50 am
CPA Insights – ACCOUNTING FIRMS ONLY
Panel  The Capital Crunch in Accounting: Succession, Strategy, and the New Funding Reality
50 min
CPE Eligible
Allan D. Koltin, CPA, CGMA
Allan D. Koltin
CEO
Koltin Consulting Group, Inc.
Bob Lewis
Bob Lewis
President
The Visionary Group
Philip J. Whitman
Philip J. Whitman
CEO & President
Whitman Transition Advisors LLC
Daniel Hood
Daniel Hood
Editor-in-Chief
Accounting Today
9:40 am
CPA Insights – ACCOUNTING FIRMS ONLY
Networking Break
30 min
10:10 am
CPA Insights – ACCOUNTING FIRMS ONLY
Presentation  ESOPs: An Alternative Path to Ownership and Succession
25 min
CPE Eligible

10:35 am
CPA Insights – ACCOUNTING FIRMS ONLY
Presentation  Creating Capital Without Private Equity
25 min
CPE Eligible
11:05 am
CPA Insights – ACCOUNTING FIRMS ONLY
Panel  Where Firms Are Investing Their Next Technology Dollar
50 min
CPE Eligible
11:55 am
CPA Insights – ACCOUNTING FIRMS ONLY
Networking Lunch
12:55 pm
CPA Insights – ACCOUNTING FIRMS ONLY
Panel  Scaling Without Selling: Growth Strategies for Independent Firms
50 min
CPE Eligible
Stacie Kwaiser
Stacie Kwaiser
Chief Executive Officer
Rehmann
1:50 pm
CPA Insights – ACCOUNTING FIRMS ONLY
Presentation  31 Flavors: Workshopping a Deal
50 min
CPE Eligible
Philip J. Whitman
Philip J. Whitman
CEO & President
Whitman Transition Advisors LLC
2:40 pm
CPA Insights – ACCOUNTING FIRMS ONLY
Networking Break
30 min
3:10 pm
CPA Insights – ACCOUNTING FIRMS ONLY
Presentation  What Drives Value
50 min
CPE Eligible
Bob Lewis
Bob Lewis
President
The Visionary Group
4:05 pm
CPA Insights – ACCOUNTING FIRMS ONLY
M&A for Small Firms: How the Acquisition Market Is Changing Below $10 Million
30 min
4:40 pm
CPA Insights – ACCOUNTING FIRMS ONLY
Pre-Conference Closing Remarks: Key Takeaways for Firm Leaders
15 min

We wrap up the Pre-Conference by highlighting the most important insights for firm leaders evaluating strategic options — from remaining independent to pursuing outside capital. These closing remarks also set the stage for the main conference, where we move from decision-making to execution and long-term impact.

Daniel Hood
Daniel Hood
Editor-in-Chief
Accounting Today
5:00 pm
Welcome Reception for PE Summit
1 hr