Recorded panels on AI, firm capacity, referrals and leadership, hosted by Maanoj Shah. Watch any session on demand. No sign-up needed.
Each recording shows what you will learn and who is on the panel.
How AI is changing tax preparation, where it carries risk, and how firms can adopt it without hurting accuracy, client trust or professional judgment.
Panel: Maanoj Shah (host), Petar, Leroy
A live panel on what leadership in accounting looks like today and what the profession can learn from women who are redefining it.
Panel: Maanoj Shah (host), Nayo Carter-Graves, Jane Watkins, Shhalaka Joshi
Most firms do not have a capacity problem. They have a design problem. This panel looks at why long hours persist and what differently built firms do.
Panel: Maanoj Shah (host), Randy Crabtree, Debra Kilsheimer, Sharrin Fuller
What happens when firms start using AI in daily work: workflows, hiring decisions, efficiency, and the places where people stay irreplaceable.
Panel: Maanoj Shah (host), Ben Stein, David Lam
Referrals alone will not sustain long-term growth. This session covers how to build a repeatable engine for new clients.
Panel: Maanoj Shah (host), Gaynor Hardy, Matthew May
34 video conversations with firm owners, advisors and software founders.
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