Firm Leader Roundtables: Practice Management, Succession, Technology & AI
We’re bringing together firm leaders from across AGN Americas to talk about today’s biggest challenges. We will discuss a variety of practice management topics, and feature an AI and automation workshop with guest speaker Roman Kepcyzk.
AGENDA/OVERVIEW
DAY ONE: Tuesday, January 13
1:00 – 2:00 pm Lunch/Registration
2:00 – 5:00 pm
AI Workshop with Roman Kepczyk
This workshop is designed for accountants to first get a common baseline understanding of Artificial
Intelligence in terms of what that means within industry and within our profession. Discussions will
cover the various platforms that accountants should be evaluating and practical guidance on how to use
them, including proper safeguards to protect the firm. Participants will be shown effective prompting
techniques as well a practical examples of how AI is being integrated into firms.
6:00 – 9:00 pm Dinner & Social Event
DAY TWO: Wednesday, January 14
7:30 – 8:00 am Breakfast
8:00 am – 12:00 pm
Firm Leader Roundtables
We will spend the morning in roundtables organized by topic/area of interest. There will be multiple sessions, so you’ll have an opportunity to participate in several different discussions of interest to you.
12:00 – 1:00 Lunch (optional)
ABOUT THE SPEAKER
Roman Kepczyk, CPA.CITP, CGMA, PAFM
Roman is Director of Firm Technology Strategy for Rightworks and partners exclusively with accounting firms on production automation, application optimization and practice transformation. He has been consistently listed as one of INSIDE Public Accounting’s Most Recommended Consultants, Accounting Today’s Top 100 Most Influential People, and CPA Practice Advisor’s Top Thought Leaders. READ ROMAN’S ARTICLES
ROOM RESERVATIONS
GRAND HYATT DFW
2337 South International Parkway
DFW Airport, TX
Rate: $259/night
Cutoff Date: Dec. 23, 2025
MAKE A RESERVATION
DESIGNED FOR: All partners and other firm operations leaders.
REGISTRATION INFORMATION
Fee: $650
CPE: 7 hours