• Why Aiwyn
  • Solutions
      • PracticeOS
        The future of practice management
      • Payments & Collections
      • Engagement Letters
      • Billing & AR Management
      • Project & Time
  • Resources
  • About
  • Support
      • Support
        Find the answers you need or submit a support ticket through Aiwyn's knowledge hub, with dedicated portals for both firms and their clients.
      • For Clients
      • For Firms
  • Contact Us
  • Why Aiwyn
  • Solutions
      • PracticeOS
        The future of practice management
      • Payments & Collections
      • Engagement Letters
      • Billing & AR Management
      • Project & Time
  • Resources
  • About
  • Support
      • Support
        Find the answers you need or submit a support ticket through Aiwyn's knowledge hub, with dedicated portals for both firms and their clients.
      • For Clients
      • For Firms
  • Contact Us
Group 7
 Agenda

 

After two days at Unlock — working with the Aiwyn team and your peers, together —
you’ll have the tools and insights to begin planning for the next two years of tech transformation at your firm. 

Monday, September 23rd

4:00pm - 6:00pm Unlock attendee registration
6:00pm - 8:00pm Reception & Unlock kickoff

 

Tuesday, September 24th

8:00am - 9:00am Breakfast
9:10am - 9:30am Day one welcome: Agenda & goals
9:30am - 10:30am Aiwyn PracticeOS Roadmap & Transformation Blueprint
  Chris Bradle, Chief Product Officer @ Aiwyn
  Jared Crapo, Chief Growth Officer @ Aiwyn
10:40am - 11:30am Track 1: Opportunities that exist due to industry disruption
  Bob Lewis, President @ Visionary Group
  Track 2:  Payments & Collections
  Aiwyn-led roundtable discussion
11:30am-1:15pm Aiwyn Solution Hub & sponsor showcase 
  ** Lunch served at 12pm **
1:25pm - 2:15pm Track 1: Dos and don'ts of AI implementation and change management
  Solon Angel, CEO @ TaxPay
  Levi Morehouse, CEO @ Taxa
  Track 2: Engagement Letters
  Aiwyn-led roundtable discussion
 2:25pm - 3:15pm Future of the profession
  Jim Boomer, CEO @ Boomer Consulting
  Michael Horwitz, Executive Director @ BDO Alliance USA
  David Wurtzbacher, Founder & CEO @ Ascend
3:15pm - 4:15pm

Aiwyn Solution Hub & sponsor showcase 
4:15pm - 4:30pm

Raffle & Day 1 wrap up
4:30pm - 5:30pm

Break and transfer to reception
5:30pm - 7:30pm

Reception at LA Jackson

 

Wednesday, September 25th

8:00am - 9:15am Breakfast
8:30am - 9:15am Breakfast session: CRM best practice panel
  Nicholas Holland, VP Product @ Hubspot
  Brendan Walsh, CEO @ Molestreet
  Leon Grassi, CMO and Head of Business Development @ SAX
9:15am - 9:25am Day two welcome: Agenda & goals
9:35am - 10:25am Track 1: Using lean thinking to unlock the potential of centralized billing
  Dustin Hosteltler, Co-Founder @ Transformity Solutions
 

Track 2: Winning + learning: Creating professional success without personal sacrifice
 

Lauren Baptiste, Burnout Coach @ Acheloa Wellness
10:35am - 11:25am

How to accelerate firm success [ all conference roundtable ]

 

Donny Shimamoto, Managing Director @

11:35am - 2:00pm

Closing remarks, lunch, and giveaways
 Register today!
Tickets $595 per attendee
 Reserve your discounted room rate

 

The Virgin Hotels Nashville

1 Music Square W, Nashville, TN 37203
 
 
We look forward to seeing you in Nashville!

96 days 21 hours 48 minutes 18 seconds

Aiwyn helps leading accounting firms automate their practice to improve billing processes, speed up cash flow, and delight clients.
© Copyright Aiwyn 2024