2025 BKR Firmwide Roundtable Summit

Welcome to the 2025 BKR Firmwide Roundtable Summit! Join us for a day of insightful discussions and networking opportunities with your BKR peers of all staff levels. This in-person event will be held at the Sonesta Columbus Downtown, providing a great atmosphere for collaboration and learning. Don't miss out on this unique opportunity to connect with professionals from around the Americas.

We would love for you to join us the night before the big meeting for a relaxed networking dinner at Jeff Ruby's Steakhouse—think of it as the “unofficial first session.” This isn’t just a social get-together; it’s an important part of the meeting itself, giving you the chance to connect with peers in other BKR firms, build relationships, and start the conversations that will carry into the next day. Plus, when you sign up for both the dinner and the meeting, you’ll get a discount—so it’s a win-win. Don’t miss out on the chance to get ahead of the curve and kick things off the right way!

For your convenience, a block of rooms are reserved at Sonesta Columbus Downtown.

Please book your hotel room here before November 5, 2025

Click here for the BKR International Website

Info: Join us for an evening of delightful cocktails and hors d'oeuvres, followed by a delectable dinner at one of Columbus' premier steakhouses! (Note that Jeff Ruby's Steakhouse is just steps away from the Sonesta Columbus Downtown hotel, making this the perfect spot for our dinner event!)

Info: No motivational hype, just contagious energy. No canned speeches, just a keynote full of timeless truths and tactical tools that impact the person and the professional. E+R=O or Event + Response = Outcome is the way life works. Everyday we face events and outcomes. We all get to choose how we respond. In this keynote Brian breaks down this equation and teaches it to you!

Info: Leveraging AI and automation for efficiency, increasing firm profitability in light of rising costs, talent pipeline issues/employee retention, client pruning, fee increases, Halting International Relocation of Employment Act (“HIRE Act”) implications, identifying future firm leaders, partner retirements, consolidation in the industry, and how PE is impacting and providing opportunities for firms remaining independent.

Info: Leveraging AI and automation for efficiency, mentoring seniors and staff, business & client development, developing your niche/expertise, training seniors to take on greater client ownership responsibilities, managing work/life balance, strategies for recruiting new talent, effective business development strategies, BKR industry practice group participation, how to lead engagements (and keep them moving!) in a hybrid work environment, and managing busy season hours and client expectations.

Info: Leveraging AI and automation for efficiency, streamlining document management, building advisory skills and transitioning beyond compliance, mentoring staff, career path navigation from senior to manager and beyond, bridging staff-manager gaps to improve communication and expectations, and supporting work-life balance for sustained productivity

Info: Mastering AI tools for audit and tax workflows, surviving and thriving in busy season, building relationships with Seniors and clients, building soft skills to enhance face-to-face communication and avoiding email-only communication, mentorship/evaluation process, CPA exam study strategies, work/life balance after college, team building, professional communication styles for internal and external communications, and team dynamics and how to be a supportive team member.

Info: Optimizing audit workflows with advanced AI tools and analytics, implementing AICPA’s Quality Management Standards (SQMS 1 and SQMS 2), enhancing audit client profitability and client pruning where necessary, technology investments to boost efficiencies, value and out-of-scope billings, outsourcing pros/cons, and building niche practices.

Info: Leveraging AI for sampling and risk analysis, using AI to help explain results and fluctuations, improving audit documentation to meet the “experienced auditor” criteria in AU-C Section 230: Audit Documentation, best practices for managing the client assistance list (Suralink?), alternatives to Engagement software, audit fieldwork at client site vs. in-office (pros/cons), audit scheduling, knowing when to dig and when to move on (and when to ask for help!), CPE, audit workpaper review tactics.

Info: Strategizing for implementation of the OBBB, incorporating AI for tax compliance and advisory, talent development and succession in the tax practice, outsourcing pros/cons, value and out-of-scope billings, best practices in the tax process workflow, managing your staff through the 4/15, 9/15 and 10/15 deadlines, automation tools and tax software/programs.

Info: Best practices for preparing tax returns and the review process, using AI to assist with tax research and client communications, getting comfortable with the basics of the OBBB as clients will ask questions, communicating with managers and partners on workload and expectations, helpful CPE topics, busy season best practices for work goals, mental and physical health during busy season.

Info: Streamlining CAS workflows, going beyond CAS to advisory services, how AI can help automate routine tasks and increase profitability, building niche practices by focusing on certain industries, billing practices including monthly ACH debits, business development and taking on the right clients, tech-stacks, engagement letters, staffing and recruiting strategies, remote vs. onsite team members, billing rates, service delivery, client onboarding and management.

Info: • Audit Partners and Audit Managers (Eric Mulchaey)
• Audit Seniors and Audit Staff (Matthew Piatt)
• Tax Partners and Tax Managers (Bill Vasil)
• Tax Seniors and Tax Staff (Nate Mielke)
• Client Accounting Services (Paige Kent and Holly Lockard)

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Host or Publisher Ary Roepcke Mulchaey, P.C.