October 28, 2026

Live Webcast

NYSED 1.5
•
NASBA 1.5

FAE Briefing Room The Next Stage: Navigating PE Consolidation, AI, and the Future of the CPA Firm

October 28, 2026
Live Webcast
NYSED 1.5
•
NASBA 1.5

FAE Briefing Room The Next Stage: Navigating PE Consolidation, AI, and the Future of the CPA Firm

  • Instructor

    Peter
    Muwonge

The accounting profession is undergoing significant change. Private equity investment is accelerating firm consolidation, artificial intelligence is reshaping traditional compliance services, and demographic shifts are creating talent and succession challenges across the profession.

This FAE Briefing Room brings together leaders from public accounting, commercial banking, and private equity to discuss how these trends are influencing firm strategy, growth, and long-term sustainability. Panelists will explore the opportunities and trade-offs associated with remaining independent, pursuing acquisitions, seeking outside capital, expanding advisory services, and adopting technology to build more scalable firms.

Moderated by Peter Muwonge, Founder and Managing Partner of NextStageCPA, this discussion will provide practical insights to help CPA firm leaders strengthen operations, increase enterprise value, and position their firms for long-term success.

Learning Objectives

Upon completion of this Briefing Room session, participants will be able to:

  • Identify the key forces reshaping the accounting profession, including private equity investment, AI-enabled automation, changing client expectations, and workforce demographics.
  • Evaluate the advantages and trade-offs of independence, acquisitions, succession planning, outside investment, and strategic partnerships.
  • Analyze opportunities to expand advisory services and respond to evolving client demand.
  • Assess alternative pricing approaches, including value-based and scope-of-work models.
  • Determine plans to strengthen specialization, scalability, profitability, and long-term enterprise value.

CPE Credits Available

NYSED 1.5
NASBA 1.5
1.5
Advisory Services (NYSED) - NYSED
1.5
Business Management & Organization (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Advisory Services (NYSED) (Advisory Services)

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  • NYCPA Non-Member

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