May 27 

Managing Partner Meeting

Time: 1:00 pm - 4:00 pm 

Learning Objectives

• Interpret key findings from the INSIDE Public Accounting survey results and compare them to their own firm’s performance and strategy. 

• Assess leading practices in firm leadership and management that may support long-term sustainability and performance. 

• Use data-driven insights from peer firms to inform discussion and decision-making within their own organizations. 

Field of Study: Business Management & Organization 

Program Level: Update

Who Should Attend: Moore North America Managing Partners who have completed the IPA survey

Prerequisites: Completion of the IPA survey

May 28 

Human-First, AI-Smart: How to Future-Proof Your Firm from the Inside Out

Time: 10:00 am - 11:00 am 

Learning Objectives

• Identify the core elements of an AI-first mindset and how it can reshape firm strategy, talent development, and client service. 
• Evaluate how AI can be used to amplify team capabilities, improve decision-making, and support firm growth. 
• Apply a framework for integrating AI into firm-wide strategy in ways that support innovation, scalability, and deeper client connection. 

Field of Study: Information Technology 

Program Level: Overview

Who Should Attend: All conference attendees (all operations and service lines)

Prerequisites: None

Teams of the Future

Time: 11:00 am - 1:00 pm

Learning Objectives

• Identify practical ways managers can incorporate AI into daily workflows while promoting responsible use among team members. 
• Evaluate approaches for aligning people strategy with technology strategy to support firm-wide AI adoption. 
• Assess methods for measuring AI adoption through operational outcomes, behavioral change, accountability, and KPI alignment. 

Field of Study: Business Management & Organization

Program Level: Overview

Who Should Attend: All conference attendees (all operations and service lines)

Prerequisites: None

Shifting Tides in Global Tax

Time: 1:45 pm - 2:45 pm 

Learning Objectives

• Identify key global tax policy trends emerging across jurisdictions and their potential implications for multinational businesses and advisors. 
• Describe recent regulatory developments shaping international tax compliance, reporting, and planning in various regions. 
• Evaluate how international tax developments in one region may influence tax strategy, risk, and decision-making in others. 

Field of Study: Tax 

Program Level: Overview

Who Should Attend: All conference attendees (all operations and service lines)

Prerequisites: None

End-to-End Sales Tax Support in the Age of AI

Time: 2:45 pm - 3:15 pm 

Learning Objectives

• Identify the primary forms of artificial intelligence affecting accounting services, including generative AI, predictive analytics, and embedded machine learning. 
• Evaluate technology vendors based on AI readiness, reliability, scalability, and alignment with firm needs. 
• Assess vendor AI governance practices related to data security, transparency, oversight, and responsible use. 

Field of Study: Information Technology 

Program Level: Overview

Who Should Attend: All conference attendees (all operations and service lines)

Prerequisites: None

May 29

Charting the Course: 2026 State of the Profession Update

Time: 8:15 am - 9:15 am 

Learning Objectives

• Identify key trends affecting the accounting profession and their potential implications for firms and practitioners. 
• Describe current economic factors influencing the profession and the business environment in which firms operate. 
• Evaluate how emerging profession-wide trends may affect firm strategy, talent, client service, and long-term planning. 

Field of Study: Business Management & Organization

Program Level: Overview

Who Should Attend: All conference attendees 

Prerequisites: None

The New Client Standard

Time: 9:15 am - 9:45 am 

Learning Objectives

• Identify the client service factors that most influence trust, satisfaction, and long-term relationship growth in today’s market. 
• Recognize common sources of client pushback, including concerns related to responsiveness, clarity, value, and fees. 
• Assess the role of proactive communication, insight, and day-to-day service delivery in client retention and loyalty. 

Field of Study: Business Management & Organization

Program Level: Overview

Who Should Attend: All conference attendees (all operations and service lines)

Prerequisites: None

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