Brady leads product for Intuit’s ProTax Group, where he has spent 14 years building tools that help accountants and their clients prosper. As Director of Product, he sets the strategy and priorities for multiple teams spanning tax, advisory, partnerships, and new product offerings.
Over his tenure as product leader, Brady has launched multiple new product lines, bringing a track record of turning early-stage ideas into scaled offerings that serve accounting professionals.

Brady brings more than 20 years of experience designing and implementing software across the energy, financial, and healthcare sectors — a breadth that shapes his approach to building for complex, high-stakes industries.

Outside of work, Brady is a proud parent, a die-hard sports fan, and someone who will freely admit his southern accent isn’t as subtle as he thinks.

Jennifer is co-founder and partner of ConvergenceCoaching ®, LLC, a national consulting firm that helps leaders achieve success. She is a frequent speaker, writer, and thought leader on topics related to leadership, talent, growth, technology, and managing change within the CPA profession. Named in the top five of Accounting Today’s 100 Most Influential People in Accounting, CPA Practice Advisors’ Top 25 Thought Leaders, and AICPA and CPA Practice Advisor’s Top 25 Most Powerful Women in Accounting, Jen is an experienced change agent, shifting mindsets, business models, and empowering Next Generation leaders. She is also an avid runner, hiker, yogi, gardener, wife and mother of 3.

Morry brings many years of experience in the financial industry to the Poe Group team. He spent the first 15 years of his career as a stock analyst and worked with several global investment banks (including Goldman Sachs and Citigroup) during his tenure, primarily following the retail consumer sector. Morry’s expertise gained him frequent features on CNBC and in other publications such as The Wall Street Journal, Forbes and Barron’s.

Post-Wall Street, Morry founded a responsible investment app that allows individual investors to easily invest in a customized ESG-driven portfolio. He has also provided outsourced CFO services to early-stage startups, assisting with fundraising, M&A advisory, pro forma financial projections and investor relations. Morry currently lives in Los Angeles with his wife and two children.

Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.

Check out our blog at Poegroupadvisors.com. PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention. 

Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it.

Stacie M. Kwaiser, CPA, serves as the Chief Executive Officer of Rehmann, a professional advisory services firm, where she has spent her career transforming the client and associate experience. As the first female CEO in the firm’s history, Stacie leads with a clear vision: empowering people through innovation, training, and technology.

Since joining Rehmann’s audit team in 1996, Stacie has built a legacy centered on client service and team development. She’s served in several critical leadership roles, including as the firm’s Chief Operating Officer from 2016 to 2022. Today, as CEO, she continues to execute the firm’s long-term strategic plan while ensuring the corporate culture actively adapts to meet future needs.

A passionate advocate for professional growth, Stacie champions mentorship and sponsorship opportunities at every level. She plays an instrumental role in developing Rehmann’s leadership programs and currently serves as the executive sponsor for the firm’s Diversity, Equity, and Inclusion (DEI) program. Previously, she served on Rehmann’s Women’s Initiative Network Council, further cementing her commitment to shaping a supportive, values-driven corporate culture.

Stacie’s dedication to her profession extends far beyond the walls of Rehmann. She completed two terms on the Board of the Michigan Association of Certified Public Accountants (MICPA) and currently serves on a national task force for the American Institute of Certified Public Accountants (AICPA). Her impressive track record consistently earns high industry praise. The AICPA and CPA Practice Advisor previously honored her with the 2024 Most Powerful Women in Accounting Award. Additionally, she earned recognition as one of Crain’s 2020 Notable Women in Finance and was selected for the DBusiness 2016 Powered by Women list.

The accounting profession is undergoing one of the most significant transformations in its history. Join accounting firm leaders, investors, advisors, and solution providers as we kick off PE Summit 2026 with an evening of networking and conversation. This reception provides an opportunity to connect with peers, share perspectives, and begin exploring the trends, opportunities, and challenges that will define the discussions throughout the summit.

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.