PICPA × Tri-Merit’s Bridging the Gap Roadshow: Community, Connection, Collaboration

Co-hosted by PICPA and Tri-Merit’s Bridging the Gap (BTG), this engaging afternoon event unites professionals from small, mid-sized, and large accounting firms with innovative technology leaders to explore key strategies for strengthening community, deepening professional connections, and fostering smarter collaboration across the industry. Participants will gain actionable insights through open and authentic discussions, and conclude the day with a happy hour designed to inspire meaningful new relationships and continued collaboration.

1:00 – 1:20 PM | Arrival & Mingling

Light refreshments and quick icebreakers to connect firm sizes and partners.

1:20 – 1:30 PM | Welcome

Housekeeping, purpose, and event overview.

1:30 – 2:20 PM | Keynote: Building Community in Accounting

Stories and practical plays to build a community-first firm presented by Randy Crabtree and Elliott Bastien Morin.

2:20 – 2:30 PM | Break

2:30 – 3:20 PM | Firm Panel: Key Issues & Struggles

Discussion on talent, pricing/margins, client expectations, and culture moderated by Dan Hood with panelists Jacob Cohen, Al-Nesha Jones, and more TBA.

3:20 – 3:30 PM | Break

3:30 – 4:10 PM | Tech/AI Panel: Real-World Collaboration

Concrete workflows, integrations, AI use cases, and change management moderated by Seth Fineberg with panelist Nick Boscia and more TBA.

4:10 – 4:15 PM | Break 

4:15 – 4:55 PM | Outsourced Partners: Collaboration Discussion

How firms partner with specialty providers to expand capacity and impact facilitated by Randy Crabtree with panelists TBA.

4:55 – 6:30 PM | Onsite Happy Hour & Snacks

Curated introductions and peer connections.