Accounting Technology Conference

Accounting Technology Conference

Accounting Technology Conference

Overview

Your Source For Key Updates & Insights On Timely Issues

Attend this year's Accounting Technology Conference to hear from top national accounting technology consultants about the latest updates and insights on emerging technology trends, Microsoft 365, Excel error detection, AI-powered tools to transform workflows, data analysis for CPAs, cryptocurrency, building end-to-end analytics solutions with Power BI, and much more!

Who Should Attend

Accounting and business professionals in all levels and areas of the profession, including public practice, business and industry, government and nonprofit organizations will benefit greatly by attending.

Overnight Accommodations

A block of rooms has been reserved at the Milwaukee Marriott West in Waukesha for the night of Wednesday, Dec. 3, with a room rate of $155 (plus tax). To reserve a room in the block, please book by calling 262-574-0888 and mention you are attending the WICPA Accounting Technology Conference.

Online Option

For those looking to attend online, this conference will also be offered via WICPA CPE Livestream that includes the most popular sessions chosen by in-person attendees. Most popular sessions will be determined and updated on the livestream event page approximately two weeks prior to the conference.
View livestream details >>

7.9 CPE Credits

Registration

Registration is open through 12/04. Register by 11/13 for Early Bird Pricing.

Member Price

$389 / $339 Early-Bird pricing ends on 11/13/2025.

Nonmember Price

$489 / $439 Early-Bird pricing ends on 11/13/2025.

Student Price

$30

Thursday, December 4

8:00am to 4:30pm (Check-In 7:00am)

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WICPA

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Agenda

Thursday, Dec 4th

8:00AM TO 9:10AM / Breakout Sessions

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Dive into the pivotal technology trends reshaping the accounting profession. This session will cover an extensive range of topics, including cloud computing, big data, data analytics, artificial intelligence (AI), cryptocurrency, blockchain technology and the metaverse. You will also get an update on the current market for cloud-based accounting/ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients, and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business.

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9:25AM TO 10:40AM / Breakout Sessions

Bryan Smith, Owner, DataSmith Pro, LLC

This session addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor mistakes can have significant implications, this session takes a close look at strategies and skills required to detect and correct errors in Excel. You will leave this session with a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets.

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John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice.

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10:55AM TO 12:10PM / Breakout Sessions

Bryan Smith, Owner, DataSmith Pro, LLC

This session provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling you to accomplish tasks faster, more accurately, and with less manual effort. Whether you're a seasoned Excel user or just beginning your journey, this session will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you will see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights.

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John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Explore the ethical implications of using generative AI in your practice. This session will address potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity.

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1:00PM TO 2:00PM / General Session

Bryan Smith, Owner, DataSmith Pro, LLC

In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers; they must also serve as insightful interpreters of data. In an era where data is king, this session is your gateway to becoming a savvy data analyst with a competitive edge in your field. This session will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all-important data analysis process flow that will take you from collecting data to making insightful decisions. It's not just about learning a tool -- it's about enhancing your professional identity as a forward-thinking accounting professional.

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2:15PM TO 3:30PM / Breakout Sessions

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Bitcoin, the original cryptocurrency, was released in 2009. The cryptocurrency market now consists of over 5,000 unique coins and tokens with a market capitalization of over $3 trillion. This session will provide an update on the cryptocurrency market and the blockchain technology that supports it.

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Bryan Smith, Owner, DataSmith Pro, LLC

This session takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. Learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The session also focuses on utilizing advanced features of Power BI services to move beyond basic data models and create advanced solutions tailored to real-world business needs. By the end of the session, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience.

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3:40PM TO 4:30PM / General Session

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Bryan Smith, Owner, DataSmith Pro, LLC

In this unique panel-style session, you'll have the opportunity to get your burning questions answered by leading experts on all things related to emerging CPA technologies. The session will also include a series of online polling questions to identify key technological challenges facing CPAs and ways to address them.

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4:30PM TO 4:35PM / General Session

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