Supporting Your Evolving Needs as a Professional
Looking to upgrade your tech stack and streamline your workflow? CPA Demo Days give you a front-row seat for live demos of the tools transforming accounting, with real-time Q&As and practical insights you can put to work right away.
These one-day virtual events offer a low-pressure environment to explore innovative technologies and solutions that can help you streamline operations, boost efficiency, and reduce the burden of daily tasks. Each Demo Day is focused on a specific topic, with vendors to be announced.
Demo Days
Facilitated by Dawn Brolin, CPA, CFE, the CEO of Powerful Accounting LLC and an internationally recognized speaker, trainer, and educator. Free for PICPA members.
TOPIC:
Practice Management Solutions
MAY 28 | 11:00 a.m. - 5:00 p.m.
Discover smarter ways to manage your firm’s operations, people, and clients. This session showcases tools that bring clarity, efficiency, and structure to your day-to-day workflow. You’ll gain:
- New approaches to streamline projects and boost team productivity
- Greater visibility into workflows, deadlines, and performance
- Solutions to enhance client experience and drive profitability
TOPIC:
Tax and Audit Solutions
JUNE 30 | 11:00 a.m. - 5:00 p.m.
From tax research and prep to audit execution and client intake, explore tools designed to simplify complex workflows and improve accuracy across your engagements. Together, we will:
- See live demos of solutions for tax planning, compliance, and audit efficiency
- Explore technology for client intake, workflow management, and compliance
- Get real-time answers from product experts
TOPIC:
AI In Action
JULY 28 | 11:00 a.m. - 5:00 p.m.
AI isn’t the future, it’s already reshaping how firms operate. Explore real-world applications that enhance productivity, improve quality, and unlock new efficiencies. You’ll get:
- Live demos of AI-powered tools for automation, tax prep, quality control, and workflow optimization
- Practical insights you can apply immediately
- Opportunities to connect with peers who are navigating the same changes
TOPIC:
Workforce Management Tools
AUG. 18 | 11:00 a.m. - 5:00 p.m.
Managing people is more complex than ever. Learn more about solutions that simplify HR, payroll, benefits, and workforce planning, whether you’re in public accounting or industry. You’ll gain:
- Tools to streamline HR processes, payroll, and benefits administration
- Insights to improve employee experience, retention, and compliance
- Scalable solutions for growing teams and evolving workplace needs
TOPIC:
Practice Management Solutions
SEPT. 23 | 11:00 a.m. - 5:00 p.m.
Find the right tools to help your firm run more efficiently and profitably. Whether you’re refining your systems or starting fresh, this session will help you move forward with confidence. You’ll get:
- Proven strategies to optimize workflows and team collaboration
- Better visibility into projects, deadlines, and performance
- Technology that supports long-term growth and client success
TOPIC:
Financial Operations Platforms
NOV. 12 | 11:00 a.m. - 5:00 p.m.
Power your organization with the systems behind efficient financial operations, including ERP platforms, billing, expense management, forecasting, and reporting tools. Ideal for both firms and professionals in industry. You'll learn:
- How to streamline core financial processes
- Ways to improve accuracy, visibility, and decision-making
- Tools that integrate seamlessly across your organization
