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Proven Strategies to Scale with Confidence

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Learn How to Sell Your CPA Practice the Right Way

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Connect with Top CPAs & Industry Leaders

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Earn 8 CPE credits

Proven Strategies to Scale with Confidence

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Experts. Leaders. Innovators. Visionaries

Last Year's Speakers

Rachel Siegel

Listen to Rachel for a game-changing seminar on “5 Business Strategies That Will Let You…

Mahen Gundecha

Mahen is a Certified Exit Planning Advisor (CEPA) and Mergers and Acquisitions

Mark Mayoka

Mark Mayoka is a practicing CPA with over 30 years of diverse business planning experience.

Dan Fusco

Often, C-level executives and IT Leaders struggle to create a stable and secure cloud

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Next events

Stay updated with upcoming CPA-focused events.
Learn, network, and grow with industry leaders.

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January, 2025

17

Scale Your CPA-Firm with A.I

Join us in New York for actionable strategies
on scaling and exiting your CPA practice.

Buy Tickets

DECEMBER, 2025

05

M&A and Exit Planning Insights

Explore the ins and outs of firm valuation,
mergers, and successful exit roadmaps.

Buy Tickets

Our Mission

Empower CPAs to grow, scale, and succeed together.

About Summit

A community for Forward-Thinking CPA’s and Financial Firms

CPA Summit is designed for growth-focused accounting professionals who want to scale, streamline, or sell their firms. Learn directly from experts and connect with like-minded professionals shaping the future of accounting.

Learn & Grow

Gain industry-leading insights and practical strategies to transform your CPA firm.

Network Smarter

Meet top-performing CPAs and build valuable business relationships.

Scale Your Company

Get the most up-to-date tools to help grow your firm.

Date: December 5th 8 am to 5:30 pm

Location: 233 W 125th St, New York, NY 10027 Renaissance New York Harlem Hotel

Why Attend

Discover Strategies, Tools, and Connections to Elevate Your CPA Firm Fast

Here’s what you’ll gain:

  • Learn how to scale your CPA firm efficiently
  • Understand the process of selling your practice
  • Gain insights from top industry experts
  • Network with fellow CPAs and leaders
  • Explore tools for secure and smart growth
AI

5 NEW AI Tools Every CPA Needs To Be Using (Or Risk Getting Left Behind!)

MARKETING

5 Ways Your Website Is Repelling New Clients And Costing You Money And How To Fix Them Immediately

MARKETING
AI

AI Video Formula To Drive Qualified Traffic To Your Website, Get Leads And Schedule Appointments While Building Your Authority And Expertise

TECH
AI

AI-Driven Transformation: Empowering CPAs For The New Buyer Journey

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Learn, network, and scale your CPA firm with expert insights.
Your next level starts at the CPA Summit.

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© 2025 CPA Summit . All rights reserved.

The building block for creating a scalable company

Keynote Speaker: Rachel Siegel

Listen to Rachel for a game-changing seminar on “5 Business Strategies That Will Let You Sleep at Night.” As the owner of a CPA firm, you understand the importance of strategic planning and effective decision-making. In this interactive session, Rachel will share her top tips for maximizing profitability, minimizing risk, and achieving long-term success. Don’t miss out on this opportunity to network with industry professionals and take your business to the next level.

Rachel Siegel Accounting

GoFigure

Creating a best in class exit plan

Speaker: Mahen Gundecha

Mahen is a Certified Exit Planning Advisor (CEPA) and Mergers and Acquisitions Advisor who focuses on assisting CPAs in the Business and Professional Services industry. With a background in executive leadership and M&A roles, Mahen profoundly understands the complexities of planning a business exit for CPAs. He takes a personalized approach with CPAs, helping them assess their personal, financial, and business situation to determine the best exit strategy. By working closely with owners to develop a comprehensive exit plan that aligns with their goals and aspirations, Mahen aims to ensure a successful transition for the CPA firm. Mahen’s goal is to empower CPAs to make informed decisions that will set them up for future success, whether that involves retirement, pursuing new opportunities, or leaving a lasting legacy. With his expertise and tailored approach, CPAs can trust Mahen to assist them in planning and executing a successful business exit.

Mahen Gundecha

The Bristol Group

War stories from mergers and acquisition

Speaker: Mark Mayoka

Mark Mayoka is a practicing CPA with over 30 years of diverse business planning experience. In his CPA and consulting practice at Trager Venuti & Mayoka Certified Public Accountants has worked on numerous mergers, acquisitions and IPO’s; overseen extensive international and domestic tax planning for corporations and high net worth individuals; served as an expert witness in court; and provided CFO functions for public and private firms specializing in pre-intial public offering planning. Over the past two years, Mark has grown his firm 5X through mergers and Acquisitions. During this discussion, he will explain the pitfalls of purchasing a CPA firm. Yes, it’s profitable, but look out for the traps.
While purchasing a CPA firm can be profitable, it’s essential to be aware of and mitigate potential pitfalls to ensure a successful acquisition.
  • Client retention
  • Employee morale
  • Financial due diligence
  • Culture clash
  • Compliance and regulatory issues

Mark Mayoka

Venuti Mayoka CPA’s

How to create a secure IT Platform that can scale

Speaker: Dan Fusco

Dan Fusco is the CEO of InnerPC, a technology solutions firm dedicated to
empowering businesses with secure, scalable, and intelligent IT
infrastructure. With over 12 years of experience in managed services,
cybersecurity, and cloud technology, Dan has built a reputation for
transforming small and mid-sized firms approach digital protection and innovation.

Dan Fusco

InnerPC Computers

Let’s Talk

How to create a secure IT Platform that can scale

Speaker: Johanna Daily

Dr. Johanna P. Daily is a highly experienced infectious disease
specialist affiliated with Montefiore Einstein in the Bronx, NY, having been
in practice for over 20 years and also holding a Professor position at Albert
Einstein Medical Center. She has a strong background in research,
including a fellowship at Harvard School of Public Health, and co-authored a prominent review article on malaria in the New England Journal of Medicine.

Johanna Daily

InnerPC Computers

How to create a secure IT Platform that can scale

Speaker: Natasha Brown

As an Implementation Training Manager with expertise in SaaS, B2B,
Financial Services, and ERP Integration, Natasha specializes in driving
successful technology adoption and simplifying complex processes for both internal teams and client organizations. With a strong focus on AI and RPA-driven solutions, She help streamline manual workflows and drive automation, empowering users to confidently navigate and maximize  advanced systems

Natasha Brown

InnerPC Computers

How to create a secure IT Platform that can scale

Speaker: Amy Slater

As the Chief Executive Officer (CEO) of Innovative Event, Amy leads the company with a focus on driving growth, innovation, and operational excellence. Her leadership is rooted in a deep understanding of relationship-building, problem-solving, and strategic decision-making. Amy fosters a company culture that prioritizes creativity, collaboration, and the seamless integration of technology to enhance event experiences.

Amy Slater

InnerPC Computers

How to create a secure IT Platform that can scale

Speaker: Michael Levin

Michael Levin is a nationally recognized cybersecurity expert with over thirty years of public service, including twenty-two years with the U.S. Secret Service protecting Presidents and Heads of State. He retired from the U.S. Department of Homeland Security as the Deputy Director of the National Cyber Security Division in Washington, D.C. Levin had a distinguished career spanning three decades in law enforcement and public service.

Michael Levin

InnerPC Computers