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.

Seth Fineberg is an accounting industry consultant & Content Strategist. He has been an editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession at large, with a focus on the evolution and applications of accounting-related technologies. To this end, he has served as Technology Editor at Accounting Today and the lead Editor of AccountingWEB’s US team.

His passion has been helping to curate information on what makes businesses tick. A huge part of that process is the role of the professional accountant. He is particularly keyed into business technology, changes and trends in this field, as well as how businesses, accounting firms and the technology companies that serve them think about their growth and what they bring to clients and customers.

Jeremy Dubow is Prosperity Partners’ Chief Executive Officer. He manages the company and is responsible for its strategic direction, growth initiatives and talent development. He began his career at Arthur Andersen before co-founding Prosperity in 2003. As a tax expert, he provides sophisticated tax planning and consulting services to technology entrepreneurs and their enterprises, high net worth individuals and family offices. Jeremy also co-leads Prosperity’s mergers and acquisitions practice, advising business owners throughout the sales process. Jeremy routinely speaks on behalf of the IL CPA Society and AICPA on a variety of tax technical topics and is actively involved in the ILCPAS tax committees. During his spare time, he enjoys spending time with his family, cycling and playing pickleball; he is also Prosperity’s premier table tennis player.

America’s leading writer of innovative insurance programs.

McGowan Program Administrators (MPA) is America’s leading writer of innovative insurance programs. MPA is a Managing General Underwriter and Program Manager. MPA designs, administers and markets highly-specialized programs of insurance. These programs are available exclusively through MPA. They are offered on “A” Rated, Admitted Paper and are available in all 50 states.

As early as the mid-1950s, we recognized the power of specialization and began writing commercial affinity business. Since that time, and catapulted by the Federal Liability Risk Retention Act of 1986, we transformed ourselves from a large regional retailer into one of the country’s first Program Managers. For the past 6 decades, we have dedicated ourselves to program business. Our philosophy has always been to deliver products to our brokers which allow them to distinguish themselves from their competition, from both a pricing and coverage perspective. At the same time, we have delivered extraordinary long-term profitability to our carriers. Satisfying the dual objectives of our brokers and carriers has made us an extremely-stable platform, which is a rare commodity in the insurance industry.

MPA is one of The McGowan Companies (TMC); a family-controlled, conglomerate of insurance and financial service companies.

Intapp is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.

Helping you unlock the firm you always wanted.

And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is.

Charles Weinstein is Chief Executive Officer of Eisner Advisory Group LLC, sits on its Board of Directors, and is a member of the firm’s Executive Committee. Charly is responsible for the strategic direction of the firm and is instrumental in leading both organic growth and growth through strategic mergers and acquisitions. Prior to his current role, Charly was Managing Partner and CEO of EisnerAmper LLP. The combination of Eisner LLP and Amper, Politziner & Mattia, which Charly oversaw, was recognized as “Deal of the Year” by the Association for Corporate Growth.

As a leader in the accounting profession, Charly has been quoted in local, regional, and national publications on the impact of private equity investment and new technologies on the profession. Charly has been instrumental in building a culture that embraces technology that benefits clients of the firm.

Charly is a member of the Board of Directors of the Legal Aid Society of New York and is the Chair of the Audit Committee. In addition, Charly is a member of the Board of Directors of FinReg Global, a Dublin, Ireland based technology company and is the Audit Committee Chair for The Partnership for New York City. Charly is a member of the American Institute of Certified Public Accountants, and previously served on its board of directors. He is also a member of the New York State Society of Certified Public Accountants. Charly helped to found EisnerAmper Global, an international network of independent CPA firms.

Charly attended the State University of New York – Binghamton where he received his Bachelor’s in Accounting in 1978.