Gainesville, Fla. (July 30, 2024) — CPAmerica, Inc.’s A&A Conference (A&A) and Technology
Roundtable (Tech) was held July 16-19, 2024, at the Meritage Resort & Spa in Napa, California. These
co-located meetings are two of more than 15 signature events CPAmerica holds throughout the year.
With over 113 A&A and 34 Tech individuals representing 59 member firms in attendance, the 2024
meeting was a success.


The annual A&A Conference began with a Yellow Book Pre-Conference, led by Melisa Galasso from
Galasso Learning Solutions. This optional session drew record attendance with more than 40 attendees.
New for this year, an optional Technology Pre-Conference led by Chris Stephenson, managing director,
intelligent automation, AI & digital services with alliantgroup, was added for attendees to deep dive into
cybersecurity, artificial intelligence (AI) and more.


Leading the timely topics covered during this three-day conference, Don Tomoff of Invenio Advisors
spoke during consecutive joint sessions about utilizing AI in professional practice and facilitated the
emerging and current technology panel discussion.


A&A attendees also had the opportunity to hear from Anirban Basu (Sage Policy Group), Jim Martin
(MAc), and Kristin Scroggin (genWHY). Most noteworthy, Kristin Scroggin’s session focused on the next
greatest generation, exploring recruiting and retention strategies while addressing generational
differences. Tech attendees also enjoyed additional sessions with speakers, Brian Tankersley (K2
Enterprises) and Randy Johnston (Network Management Group, Inc.).


Thank you to our A&A Conference sponsors, who helped make this event possible. Thank you to our
Visionary Partner, alliantgroup! Additionally, thank you to our Inspiring Partners, Autire, LeaseCrunch,
NMGI, and Suralink; and thank you to our Connected Partners, Audit Dashboard, Circit, and Crowe.


The 2025 A&A Conference will be held July 15-18, at the Washington Marriott in Washington, D.C.


About CPAmerica, Inc.:
CPAmerica, Inc. is an accounting association made up of independent certified public accounting firms
that is built on four key goals: to continuously improve; to make more money; to strengthen relationships
among member firms; and to bring prestige to firms both domestically and internationally. CPAmerica is a
member of Crowe Global, an accounting network with 230+ independent accounting and advisory
services firms in 145+ countries that have a combined firm revenue of $4.9 billion. Learn more about
CPAmerica at www.cpamerica.org