Together Summit is a shared creation, built with our customers.
Each session moves beyond traditional conversations - bringing fresh ideas, bold strategies, and real perspectives to help firms grow, evolve, and lead.
This isn't a webinar. It’s a whole new kind of experience.
A real, interactive space where you can explore, connect, and learn in ways that feel human, intuitive, and energizing.
Log in early, explore the space, and meet fellow attendees.
12:10 pm
Opening Remarks
Welcome to the Together Summit. Why we built this, what to expect, and how to get the most from every moment.
12:15 pm
Stop Talking: Introducing "Intentional Communication" for Firm Leadership and Growth
Most firm dysfunction isn’t about bad strategy - it’s about unclear conversations. In this bold session, Dan and Rom reframe communication as a leadership system, not a soft skill. You’ll learn how to align before you speak, listen for what’s not being said, and lead with clarity that builds trust, accountability, and momentum. It’s time to stop talking and start leading.
Dan Luthi
Ignite Spot Accounting Services
Partner
Rom Lakritz
Anchor
CEO & Co-Founder
12:45 pm
The Accounting Athlete: Balancing Energy for Peak Mental Performance
Your firm’s success doesn’t depend on how many hours you work - it depends on how clearly you think. In this high-impact session, you’ll learn how to manage energy like an elite athlete to avoid burnout, sharpen decision-making, and build long-term mental resilience. Walk away with five actionable principles to structure your day, reduce overload, and perform at your peak.
Nick Boscia, CPA, EA
The Balanced CPA
Partner at Boscia & Boscia P.C.
Elad Shmilovich
Anchor
Head of Marketing
1:15 pm
Scaling CAS 2.0: From Compliance to Strategic Advisory
Advisory isn’t a service - it’s becoming the layer businesses think through. Join Deborah and Tal as they break down how CAS 2.0 helps firms move from reports to real guidance. You’ll learn how to package scalable services, redesign workflows, price for impact, and earn a seat at the strategy table - with clients who trust you not just to deliver, but to lead.
Deborah Defer
Woodard
Director of CAS Consulting
Tal Ben Bassat, CPA
Anchor
CFO & COO
1:45 pm
Just live: A conversation on resilience, identity & leadership
Join former NFL quarterback and 2020 Comeback Player of the Year, Alex Smith, and Rom Lakritz for an inspiring conversation tailored to firm owners and business leaders. Discover how embracing resilience can help you navigate setbacks, redefine your leadership identity, and build a thriving business even under pressure. Alex shares firsthand insights and practical lessons from overcoming extraordinary adversity, highlighting the powerful connection between personal growth and lasting business success.
Alex Smith
Former NFL Quarterback
1st overall pick, 2005 NFL Draft; Comeback Player of the Year, 2020
Tal Ben Bassat, CPA
Anchor
CFO & COO
2:15 pm
Wrap-Up
We’ll wrap things up with some final reflections.
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