| Wednesday October 25 | |||||
| Begin | End | Topic | Speaker | Company | CPE |
| Preconference activities: golf, hiking, etc. | |||||
| 3:00 PM | 6:00 PM | Preconference meetings with coaches, sponsors, peer groups | |||
| 6:00 PM | 7:00 PM | Sponsor / speaker thank you reception | |||
| 7:00 PM | 9:00 PM | Cocktail reception | |||
| Thursday October 26 | |||||
| Begin | End | Topic | Speaker | Company | CPE |
| 7:30 AM | 8:30 AM | Breakfast, sponsored by LC Vista | LC Vista | 0 | |
| 8:30 AM | 9:00 AM | Welcome, State of the Alliance | Mike Maksymiw & John Bly | Aprio | 0 |
| 9:00 AM | 9:50 AM | Practical AI at Your Firm | Jeff Kramer | Aprio | 1 |
| 9:50 AM | 10:15 AM | Networking break with sponsors | 0 | ||
| 10:15 AM | 11:15 AM | Practical AI at Your Firm continued | Jeff Kramer | Aprio | 1.2 |
| 11:15 AM | 11:45 AM | Position Your Clients for Succession | Brian Bastedo | Rock Island Capital | 0 |
| 11:45 AM | 12:30 PM | Lunch with Safe Send Demo | Ilene Schwartz | Safe Send | 0 |
| 12:30 PM | 1:45 PM | The Untamed CPA M&A Market: Players, Trends & Metrics How do I make these changes? |
Doug Lewis | Visionary Group | 1.5 |
| 1:45 PM | 2:15 PM | Networking break with sponsors | 0 | ||
| 2:15 PM | 3:00 PM | How to create a growth culture in a challenging environment | Sarah Dobek | Inovautus Consulting | 1 |
| 3:00 PM | 3:45 PM | Outsourcing Panel: Which levers to pull to move your firm | TaxFyle, Makosi, Sure Prep, Alliance Members | 1 | |
| 3:45 PM | 4:30 PM | Culture - The Aprio Way | John Bly | Aprio | 1 |
| 4:30 PM | 5:30 PM | Networking / Downtime | |||
| 5:30 PM | Depart for event at Olympic Center | ||||
| Friday October 27 | |||||
| Begin | End | Topic | Speaker | Company | CPE |
| 7:45 AM | 8:30 AM | Breakfast, sponsored by Fyle | Fyle | 0 | |
| 8:30 AM | 9:20AM | No BS! Budgeting & Scheduling workshop | Julie Ayers and Jeff Gordon | Aprio | 1 |
| 9:20 AM | 10:10 AM | AICPA update on the profession | Anoop Mehta | past AICPA Chair | 1 |
| 10:10 AM | 10:40 AM | Networking break with sponsors | 0 | ||
| 10:40 AM | 11:00 AM | Sponsor Lightning Round | Mike Maksymiw & Sponsors | 0 | |
| 11:00 AM | 11:50 AM | Be the Leader you wish you had: Working w/ flexibility, new management styles, next generation leaders | Geoffrey Stewart, Julie Giaccobe, Bridgett Rich | Aprio & Xero | 1 |
| 11:50 PM | 12:40 PM | Two Way Q&A - Future leaders spotlight w/ BYU students | Anoop Mehta, Mike Maksymiw, BYU students | AICPA, Aprio, BYU | 1 |
| 12:40 PM | 1:30 PM | Wrap up & Conference Summary | Rob Simons | Simons.Coach | 1 |
| 1:30 PM | Closing | Mike Maksymiw & John Bly | Aprio | 0 | |