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Webinar

2027 Prep: Partners Discuss Top Priorities

Join Suralink’s CCO Ryan Smith and firm leaders from Porte Brown and Bober Markey Federovich as they talk openly about where last season's time went, where AI has delivered, and where it hasn't.

What you'll hear from the panel:

  • Where engagement hours went last season, and how much of that time traced back to client information and rework, from the firm leaders who lived it.
  • Where AI has paid off for their firms and where it's fallen short, including how general-purpose tools compare with tools built for audit and tax work.
  • The changes peer firms are making before January to protect timelines, realization, and their teams.

Speakers

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Megan Angle

Partner · Porte Brown

Megan is a partner on Porte Brown’s Not-for-Profit and Audit Services team in the firm’s Elk Grove Village office. Throughout her career, she has partnered with a wide range of organizations to strengthen their financial foundations and, in turn, expand their mission impact. She believes sound financial management is one of the most powerful and often overlooked drivers of an organization’s growth and success.

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Eric German

Partner · Bober Markey Federovich

As the partner in charge of BMF’s Assurance and Advisory Services group, Eric serves a very sophisticated cross-section of our client base that has complex demands including large, multi-national manufacturers, venture capital start-up enterprises and high growth businesses. He has extensive experience with purchase accounting-related negotiation and post-deal arbitration, financial statement carve-out, restructurings, equity compensation and complex financial instruments. Eric is also experienced in several functional CPA disciplines which include knowledge of international GAAP jurisdictions such as IFRS, SEC reporting and advisory, Sarbanes Oxley implementation and compliance, Employee Benefit Plans and ERISA, Six Sigma business process improvement and transaction modeling and analysis, among others.

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Ryan Smith

Head of Customer Success · Suralink

Ryan Smith is the Chief Customer Officer at Suralink. Ryan has more than 15 years of experience building and leading customer-facing teams in the enterprise tech space. He joined Suralink in 2020 as Head of Customer Success and now leads the company's entire customer organization, serving most of the top accounting firms globally, including over 1,300 firms representing more than 800,000 firm and client users. Before Suralink, Ryan worked at InMoment, a leading provider of customer experience (CX) software, where he managed programs for some of the world's largest companies, including Nike, Hertz, and Tiffany & Co. Ryan holds a bachelor's degree in business administration, management, and operations from Utah Valley University.

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Chris Witt

Senior Director of Product Marketing · Suralink

Christopher Witt is a PMC and PMA certified product professional who has worked as a technologist in the FinTech SaaS space for the past two decades. Focusing on product development and go-to-market strategy - he's worked principally in Banking & Finance, Accounting, and Audit software solutions. As Suralink's Senior Director of Product Marketing, his team's efforts guide our market motion and voice-of-the-customer activities