Accountex USA | September 5-6, 2019 | Hynes Convention Center | Boston, MA

Emerging Leaders Program

“Leadership is an action, not a position.” – Donald McGannon

Join us for this intensive, interactive leadership series brought to you by Accountex USA, in collaboration with the team at SUM Innovation. This day-long, immersive program is perfect for the emerging leader within small to medium-sized accounting and bookkeeping practices, seeking ways to transform their firm, shift the culture, embrace technology, and influence others. Basically, if you’re ready to push your practice to the next level and recognize the importance of your role as a leader, this program is for you!

September 7, 2017



Leadership Development that Counts

Leadership is a responsibility that carries weight and there are implications to your choices as you work with a team. Effectively executing key functions like delegation, project management, and goal setting are a part of the success equation. But, you also need to know your role in creating an engaged workforce by cultivating talent, building great relationships, and providing the right type of feedback.

Technology, Strategy and YOU

Advances in technology have created an abundance of profitable business opportunities for accounting professionals. But developing a meaningful strategy is difficult when you’re simply trying to keep up. Learn how to reinvent yourself by deepening your authority in accounting technology, carving out a niche to stay on top of the industry, and finding your unique voice to influence others – both in and out of the office!

9:00am – 10:15am
Mathew Heggem
CEO, SUM Innovation

Welcome to the Emerging Leaders Program

Mathew Heggem welcomes attendees to the Emerging Leaders Program and provides an overview of the day’s content-packed agenda – a blend of sessions led by the expert SUM Innovation team as well as small group discussions & exercises.

10:30am – 11:30am
Randi Zuckerberg
Founder & CEO of Zuckerberg Media

Accountex USA Keynote: Ten Exciting Trends Impacting Your Business Right Now

In her business-keynote-meets-one-woman-comedy-show, Randi Zuckerberg does a deep dive into the latest, greatest, most exciting trends in technology, business, and entrepreneurship that you need to be thinking about right now. But watch out! Everything is Dot Complicated and with every great opportunity comes hidden challenges. Randi helps decode these challenges so that we can make the most of this exciting wired world we find ourselves in.

11:40am – 12:55pm
Scott Brown
VP of Accounting & Nonprofit Services
SUM Innovation

Leading Your Accounting Team – It’s Not Just About the Numbers

In this session, we’ll discuss the broad implications of leadership and its’ impact on accounting teams. Accounting teams, like all others, are made up of individuals that have key needs in order to work both efficiently and effectively with others – both inside and outside of their “team”. The large-picture concepts presented will provide the overall framework and lens used to view successful accounting team functions such as delegation, project management, SMART goal setting and objectives, discovering and cultivating talent and the value of “failure” in growing your practice.    

1:00pm – 3:00pm
Jennifer Scott
VP of Talent Acquisition & HR Strategy
SUM Innovation

Feedback and Positive Communication: The What, Why & How

This interactive, experiential workshop focuses on the outcomes of positive communication and the benefit of providing performance feedback that is neither punitive nor permissive. We will explore valuable life skills (respect, concern for others, problem-solving, accountability, contribution, cooperation) and how they affect the working environment. Emerging Leaders will learn to focus on intentionally developing relationships based on mutual respect and personal responsibility, and to create an engaged and encouraged workforce.

3:15pm – 4:00pm
Samantha Kowalski
VP of Accounting Technology & Business Strategy
SUM Innovation

From Desk-Bound Number Cruncher to Tech-Hungry Growth Advisor: A Staff Accountant’s Journey to Leadership

Advancements in automation via integrative cloud platforms have shifted the firm focus and opened up a new opportunity for creatives and innovators to thrive in the accounting space. By following the trends in the accounting industry learn how to reinvent yourself to remain relevant. In this session, Samantha will walk you through the journey and break down the steps you can take to solidify your presence as a leader in the industry.

4:00pm – 4:30pm
SUM Innovation Team

From Idea to Action: Building a 6-Month Personal Growth Plan

As Donald McGannon, an iconoclast and advocate for social responsibility in the world broadcasting reminds us, “Leadership is an action, not a position.” So, we will take some time to craft out your personal growth plan with clear action items, including next steps, critical milestones, due dates, and measurable objectives. We want you to leave this session knowing what happens next as you head back to the office to be the leader that you want to be!

4:30pm – 6:00pm
Welcome Party
Scavenger Hunt


6:00pm – 8:00pm
Emerging Leaders Dinner

Accountex USA Welcome Party

One of the most anticipated events of Accountex USA kicks off Thursday night and brings together attendees and exhibitors for an evening of networking and celebrating Boston! The event will include local brews* and Boston-themed snacks, live entertainment, a signing with Boston Red Sox legend Jason Varitek, and much more. 

After a day of leadership training, it’s time to unwind and get to know your fellow emerging leaders. Join us for a casual dinner at a local restaurant as you digest great food, drinks, and the days’ learning!


Emerging Leaders Program with Expo Hall


Includes Emerging Leaders Program plus 2 days of Expo Hall pass

Emerging Leaders Program with Accountex Conference


Includes Emerging Leaders Program plus 3 days of Accountex Conference and Expo Hall
* increases after July 31, 2017