Private equity continues to reshape the accounting profession, but where does the market stand today—and where is it headed next? In this opening fireside chat, Accounting Today and Intapp will share new data on firm sentiment, capital needs, technology investment, and the evolving role of private equity in accounting.

Last year’s research revealed a profession at a crossroads: Nearly half of firms reported being approached by private equity investors, yet fewer than 20% had accepted investment. At the same time, firms remained sharply divided on the issue, with roughly one-third open to private equity, one-third opposed, and the remainder undecided. The research also highlighted growing demand for capital—particularly to fund technology, AI, acquisitions, and succession planning—as a key driver of PE interest.

Join us for an exclusive first look at the latest findings and what they reveal about the future of firm ownership, investment, and growth.

As we transition from CPA Insights to the PE Summit, we move from exploring the profession’s many strategic paths to a deeper examination of private equity. We’ll frame the day’s discussions around what happens before, during, and after a deal—from investor priorities and transaction mechanics to the impact on firm strategy, brand, culture, technology investment, client relationships, and the realities of working with new capital partners.

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.

Indianapolis-based Oak Street Funding, a First Financial Bank company, provides commercial financing for Certified Public Accountants. We provide capital to assist with acquisition, succession, and more. We are a direct, non-SBA lender and handle everything in house. Our cash flow analysis and industry knowledge align to meet the growing demand.

Accordance is the Frontier AI platform for tax, audit, and CPA teams. Purpose-built for high-stakes tax and accounting work, it probes fact patterns, applies authoritative sources, and transparently documents assumptions, alternatives, and risk factors, accelerating everyone’s journey to top performer.

Windsor Path combines the resources of a national platform with a commitment to local autonomy – empowering member firms to accelerate growth, invest in their people, and expand their capabilities while preserving the identity and independence their clients and teams value most.