1:00PM – 1:15PM Welcome – John Beauston, Americas Region board chair 1:15PM – 2:00PM Americas Region update – John Beauston, Americas Region board chair; Worldwide update – Micheal Burch, CEO and Dave Davis, Worldwide board chair. CONCURRENT TRACKS: 2:00PM – 3:00PM Retirement on the Horizon: Navigating the Challenges of Letting Go and Transitioning Gracefully 2:00PM – 3:00PM Next Generation Firm Leaders: Networking & Roundtable Session for Newly Promoted Firm Partners to Connect with Peer Professionals 3:00PM – 3:15PM Break 3:15PM – 4:15PM Private Equity Reshaping the Accounting Industry. A continuation of the private equity overview presented at the Americas Regional meeting, exploring the latest waves of how the usage of private equity is creating both opportunities and pressures within the profession. 4:15PM-4:30PM Wrap-up and adjourn Day 1 4:30PM – 5:30PM Attendee Networking Happy Hour

Dine at Bardot Brasserie in the St. Germain private dining room, located in the Aria Resort. Experience exceptional French cuisine by Chef Michael Mina. This event is open to both attendees and companions/guests. Private dining room hold up to 42 guests, max. Menu (Family Style) STEAK TARTARE USDA Prime Filet*, Egg Yolk, Sauce Verte, Baguette SALADE VERTE Butter Lettuce, French Radishes, Dijon Vinaigrette CHEESE & CHARCUTERIE BOARD Chef’s Selection of House-Cured Meats and Artisanal Cheeses, Traditional Accompaniments MAIN COURSE (Choice Of) TUNA AU POIVRE Bloomsdale Spinach, Roasted Mushrooms HERITAGE CHICKEN RÔTI 1/2 Free-Range Chicken, Mushroom Bread Pudding Green Beans, Broccoli Rabe, Sauce Vin Jaune DUCK CONFIT Cassoulet Beans, Garlic Sausage, Baby Carrots WOOD-GRILLED PRIME STEAK Filet, Sauce Bordelaise, French Fries FAMILY-STYLE SIDE DISHES: Macaroni & Mimolette Gratinées, Béchamel Green Beans & Almonds DESSERT TRIO Mini Crème Brûlée, Mini Macaron, Mini Mille-Feuille

Ticket to Awakening, named 2024 Best Show in Las Vegas. This event is open to attendees and companions/guests. Seating will be in the Sapphire section for optimal viewing. Original ticket price: $149/ticket, group discount price: $134/ticket.

8:00AM - 9:00AM Attendee breakfast GENERAL SESSION 9:00AM - 10:15AM AI for Accountants - presented by guest speaker Roman H. Kepczyk, CPA, Director of Technology Strategy for Rightworks. Presentation will be made to entire group. 10:15AM - 10:30AM Break CONCURRENT TRACKS: 10:30AM - 12:30PM Roundtable Group1 - facilitated by Chris Ward, President, DMLO 10:30AM - 12:30PM Roundtable Group 2 - facilitated by Eric Mulchaey, Principal, Ary Roepcke Mulchaey, P.C. 12:30PM - 1:30PM Attendee lunch CONCURRENT TRACKS RECONVENE: 1:30PM - 3:30PM Roundtable Group1 - facilitated by Chris Ward, President, DMLO 1:30PM - 3:30PM Roundtable Group 2 - facilitated by Eric Mulchaey, Principal, Ary Roepcke Mulchaey, P.C. 3:30PM - 4:00PM Break GENERAL SESSION RECONVENES 4:00PM - 5:00PM Facilitator highlights and insights, meeting wrap-up and adjourn.