Technology has become one of the most important drivers of growth, efficiency, and firm value. As accounting firms face mounting pressure to modernize operations, leverage AI, improve the client experience, and create capacity, technology investment is increasingly being viewed as a strategic capital decision rather than a routine operating expense. In this panel discussion, thought leaders from some of the profession’s leading technology vendors will share their perspectives on where firms are investing today, the capabilities firms will need to remain competitive tomorrow, and how firm leaders should think about prioritizing future technology investments.

Private equity may be the most visible capital source, but it’s far from the only option.

This session explores the full spectrum of capital options available to accounting firms, from traditional bank financing and specialty lenders to partner buy-in loans, succession financing, and leveraged recapitalizations. Through real-world examples, attendees will learn how firms are using debt and other financing strategies to fund growth, facilitate ownership transitions, pursue acquisitions, and remain independent.

Employee Stock Ownership Plans are gaining renewed attention as a strategy for ownership transition, succession planning, and long-term independence. But how do ESOPs work in practice, and are they the right fit for your firm?

This session will examine how accounting firms are using ESOPs to create liquidity for retiring partners, transfer ownership to the next generation of leaders, and align the interests of employees with the long-term success of the firm. Attendees will gain a practical understanding of ESOP structures, the transition process from traditional partnership models, the tax and financial implications, and the opportunities and challenges firms should consider when evaluating this increasingly popular ownership model.

Accounting firm leaders have more strategic options than ever before. From independence and mergers to ESOPs, private equity, and alternative capital models, the path forward is no longer one-size-fits-all. In these opening remarks, we’ll set the stage for CPA Insights by exploring the forces reshaping firm ownership, growth, and succession—and the critical decisions leaders face as they plan for the future.

Before the broader PE Summit community arrives, join an exclusive group of accounting firm leaders for an evening of candid conversation and peer networking. As firms navigate an unprecedented number of strategic options—from independence and mergers to ESOPs and private equity—this reception offers an opportunity to exchange ideas, build relationships, and set the stage for the discussions ahead. Open exclusively to accounting firm attendees participating in CPA Insights.