ENGAGE 2025 is here — and I’m coming in hot. Vegas hot. Duck-in-the-pool hot. And I’m not just showing up. I’m showing what’s next.
So here’s what’s going down at the ARIA next week. If you're going to be at ENGAGE, I want you to be part of it.
The XcelLabs Launch Party: It’s Time to Duck In
Yes, it’s happening. Katie Tolin and I are officially launching XcelLabs and the AI-X movement poolside! And we’ve entered into an agreement to bring the Pennsylvania Institute of CPAs (PICPA) in as a strategic partner and investor.
You’ve seen me tease it on social, now come see what it’s all about. AI-X is about building better accountants through advisory, leadership and AI-powered insight.
We’ve got mystery. We’ve got ducks. We’ve got a vibe.
Tuesday, June 10 | 2:30-6:00 PM PT | Palm Pool Cabana at the ARIA
No RSVP required, but we do want you to register if you can.
Come float with us →
https://www.eventbrite.com/e/duck-u-xcellabs-launch-party-tickets-1395279772359?aff=oddtdtcreator
Show up curious. Leave ducked.
Featured Session: CX Is Your New Competitive Advantage
Presented by Progress ShareFile
It’s time to stop thinking of Client Experience (CX) as a “nice to have.” In 2025, it’s your biggest differentiator. And it touches everything — your pricing, your processes and your people.
In this session, I’ll break down how to build an experience clients want to buy and teams want to deliver. It’s not about being nice. It’s about being intentional with your packages, your pricing and how you show up consistently.
Tuesday, June 10 | 7:00–7:50 AM PT
Yes, it’s early. But I’ll bring the energy — and the strategy.
You’ll learn:
Why productizing your services and using upfront pricing makes buying easier for clients (and better for your margins)
How automation creates consistency and trust
How to align your team’s experience (EX) with your client experience (CX) to create real, scalable growth
How smart pricing and process design attract better-fit clients and top talent
Want to build a firm clients love and your team is proud to work for? This is where you start.
Shout-Out to Our Awesome Sponsors
It takes a community to move a profession, and these innovators are helping lead the way:
ADP – Catch them poolside at the networking cabana party on Tuesday! They’re bringing the snacks, the shade and the insights.
Blue J – Stop by their booth to see how tax research gets smarter with AI. Seriously impressive stuff.
Progress ShareFile – Not only are they sponsoring my session, they’re showing up big on how firms can automate and collaborate better. Don’t miss their booth.
Laurel – Stop by and visit them to learn how they’re helping firms deliver better data experiences.
Let’s Connect IRL
Whether it’s at a session, by the pool or over a coffee (or cocktail?), I’d love to see you. We’re building a new movement. We’re rethinking how firms lead. And it starts with showing up — for yourself, your team and the future of the profession.
So don’t wait. Come say hi. And if you find a duck in the conference center, but sure to take a pic and tag #XcelLabsDuck!
See you in Vegas!
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