We’re excited! Scaling New Heights is just around the corner and we’re headed to Orlando as a first-time exhibitor. This is without doubt one of the best conferences for accountants and bookkeepers in the world and offers not only more than 100 sessions across accounting technology, advisory services, practice management, and tax strategies, but it also has undoubtedly the largest exhibitor floor in the industry – bigger than AICPA Engage, bigger than Intuit Connect or Xerocon. And that means you and your team can accomplish an enormous amount – whether it’s technical training, professional development and networking or supplier/vendor research.
Sessions We’re Excited About
With an impressive lineup of speakers and sessions, here are five that we’re particularly looking forward to:
- Geni Whitehouse’s Keynote: “From Obligation to Intention” (Wednesday, 9:00 am, Main Stage)
Geni’s sessions are always the highest rated at every conference she speaks at. She’s a CPA herself in a Northern California firm so knows exactly what it’s like on the front lines of client accounting and tax.
- David Allen’s Productivity Strategies (Tuesday, 4:00pm, Main Stage)
David Allen, author of “Getting Things Done,” will share his strategies for prioritization, organization, and eliminating distractions.
- “Fearless and Flourishing: Women in Accounting” Panel (Monday, 5:20pm)
Given MoneyPenny’s mission, we’re excited for this panel featuring Brittany Brown, Astrid Galvez, Megan Tarnow and Questin Telka. We’re excited to hear their personal journeys and invaluable insights, focusing on overcoming imposter syndrome and breaking barriers in the accounting profession.
- “Harnessing ADHD to Turn Challenges into Strengths” by Jina Etienne (Sunday, 1:10pm)
This will be an interesting session! It’s potentially the first time this topic has been on an accounting conference agenda and it’s dedicated to changing your mind on ADHD from seeing it as a weakness to a controllable source of strength. Learn how to tap your potential, or understand someone else’s potential, in this incredible session.
- “Unintended Consequences: The Hidden Costs of Working with Non-Ideal Clients” by Samantha Hallburn (Wednesday, 12:20pm)
Samantha Hallburn’s session will delve into the often-overlooked costs associated with maintaining relationships with non-ideal clients. Attendees will gain insights into identifying such clients and strategies to manage or transition away from them to optimize firm efficiency and profitability. Don’t miss this from the trenches session!
- Optimizing CAS Capacity: Strategic Resource Planning, Outsourcing, and Effective Staffing” (Wednesday, 4:10pm)
This panel session will explore strategies for optimizing capacity within Client Advisory Services (CAS) practices through effective resource planning, leveraging outsourcing, and implementing smart staffing solutions. We’re excited to hear from this panel featuring CAS leaders from some of the biggest firms in the country.
Be sure to download the conference app for all the latest news and important locations!
Meet Us and Win Big!
Visit our booth (#9) to explore how MoneyPenny’s outsourcing solutions can streamline your tax, bookkeeping and back-office processes. Get your name tag scanned at our booth, and you’ll be entered into a draw to win either an iPad or a Pixel Tablet. Don’t miss this opportunity to upgrade your tech toolkit!
Join Us in Orlando Scaling New Heights 2025 promises to be an event filled with learning, networking, and growth opportunities. We’re eager to catch up with old friends, make new ones, share insights, and explore the future of accounting together. Don’t forget to stop by our booth for a chance to win!
