Building An ‘AI First’ Accounting Powerhouse
Aprio CEO Richard Kopelman on 14 deals in a year, a $300 million AI bet and why scale only works if the culture stays entrepreneurial.
Aprio CEO Richard Kopelman on 14 deals in a year, a $300 million AI bet and why scale only works if the culture stays entrepreneurial.
Though volatile pressure continues to temper current business forecasts in the sector, year-ahead manufacturing confidence has moderately improved yet again this month.
In an era of tariffs, China, AI, margin pressure and continued economic uncertainty the best way to keep competitive edge remains the most tried and true: great, engaged people.
Once you commit to a truly customer-centric operation, the path you chart will be very different from the one that led you to today’s disappointing results.
After a decade, we’ve found that distributed teams outperform when the operating infrastructure is right.
Leadership turnover creates uncertainty fast, especially when employees lose sight of the company’s core values. Organizations that anchor operational change to cultural continuity are better positioned to maintain trust and momentum.
For those currently borrowing or considering credit, the shifting landscape demands careful strategy. Key considerations for the rest of 2026.
‘Compromising on your foundation doesn’t make you more likely to succeed. It makes you more likely to fail in a way that looks like your fault.’
Why mid market leaders should treat excess cash as their fastest lever for resilience and growth.
A careless misunderstanding of the relationship between revenue and growth leads most organizations to operate as self-limiting systems.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.