The Intelligent Firm Summit: May 20th 2026 from 12pm-4pm ET

Time:	Event:	Speaker:
12:00–12:15 PM ET	Welcome + Virtual Lobby	David Soukenik VP of Operations \| Client Hub
12:15–1:00 PM ET	Opening Keynote Panel: AI and the Future of the Accounting Firm	Blake Oliver CPA \| Podcast Host \| Accounting Technology Leader
1:00–1:10 PM ET	Break
1:10–1:45 PM ET	Session 1: TBD	Terrell Turner Co-Founder \| TLTurner Group
1:45–2:20 PM ET	Session 2: Resilience, Burnout, and Building Better Days for Firm Leaders	Alison Ball Founder \| B Dot All Consulting
2:20–2:30 PM ET	Break
2:30–3:10 PM ET	Session 3: From Efficiency to Growth: Turning Capacity into Revenue (Two Systems, One Firm: The Missing Half of Your Operating Model)	Dyanna Salcedo CEO \| The CFO Project
3:10–3:45 PM ET	Session 4: How to Train Your Clients (Without Losing Them): Building a Firm Operating System Beyond Your Workflow	Sharrin Fuller CEO \| Glass Wallet
3:45–4:00 PM ET	Closing Conversation + Live Q&A

Blake Oliver

CPA | Podcast Host | Accounting Technology Leader

Blake Oliver is a CPA, entrepreneur, podcast host, writer, and public speaker specializing in accounting technology. He was named one of CPA Practice Advisor’s “40 Under 40” in 2016 and 2017.

Blake is the co-host of the Cloud Accounting Podcast, the #1 podcast for accountants globally, and author of the "Own Your Close" newsletter. He previously founded Cloudsourced Accounting, which was acquired in 2015, and has held leadership roles at firms like Armanino and FloQast, where he serves as Director of Product Marketing.

Sharrin Fuller

CEO | Glass Wallet

Sharrin Fuller is a serial entrepreneur, business strategist, and author who has built and sold two full-service accounting firms for seven-figure exits, with no outside funding, while running her companies three days a week.

She is the author of Unfollow the Rules: The Messy Truth of Burnout, Bad Decisions, and Building Again (Until It Worked), published in 2025. The book is a direct, practical guide for business owners ready to stop following a playbook that was never written for them.

Sharrin's work centers on one thing: fixing broken businesses and getting owners out of the Dependency Trap. Through Glass Wallet Ventures, she provides strategic advisory to firm owners and service-based business leaders who are stuck, overwhelmed, or scaling in ways that are not sustainable. She is also the founder of the Clone and Conquer Hub, a membership community where firm owners learn to build the systems, processes, and remote teams that let them step back without things falling apart.

She is the creator of The Clone and Conquer Method™, From Start-Up 2 Seven Figures™, and The Remote Team Roadmap™, frameworks built from nearly two decades of real-world operating experience since 2006.

A three-time Intuit ProAdvisor Top 100 and Top Educator ProAdvisor in 2025, Sharrin serves on the Executive Board of Directors for the Accounting and Financial Women's Alliance as Treasurer and chairs the Women Who Count Conference, an event she has helped reshape to better reflect the future of the profession.

She is a sought-after speaker and advisor known for cutting through noise, naming what is actually broken, and building plans that work in the real world.

Terrell Turner, CPA

Co-Founder | TLTurner Group

Terrell Turner is a CPA, former Fortune 250 finance leader with international work experience including South America and managing staff in India, Singapore, Argentina, Kenya, The Phillipines and Mexico.

He is a military-trained strategist who helps organizations build High-Performance Environments and systems-driven cultures where excellence becomes predictable, scalable, and sustainable.

With experience spanning private equity, professional services, global operations, and AI-enabled performance systems, Terrell brings a rare combination of financial rigor, leadership discipline, and organizational psychology to every stage and to every organization he consults with.

Terrell is the creator of The Golden AGE of Business High Performance Framework, delivering financial management and strategy for legal firms and practice advancement for accounting firms.

A 2x Top 20 Global Finance Influencer and 3x 40 under 40 CPA, Terrell is Podcast Host for the Law Firms + Finance Podcast and The American Bar Association's Law Practice Podcast, and Co-host of the Bridging the Gap series and The Unique CPA podcast.

He serves as Chair of the Law Firm Finance Committee and Budget Officer on the Executive Council within the American Bar Association Law Practice division, and on the Board of Directors for the Black Economic Leadership League and Planning Council for the Bridging the Gap conference.

Terrell has spoken at national and international conferences and advises companies across the globe on performance transformation.

Alison Ball

Founder | B Dot All Consulting

Alison Ball is a strategist, communicator, and connector with over 20 years of experience in fintech marketing and ecosystem development.

As the founder of B Dot All Consulting, she helps fintech brands connect deeply with accountants and bookkeepers while also supporting emerging influencers in growing their voice and reach.

Previously, Alison led global influencer and marketing programs at Intuit, driving significant growth in engagement and brand reach through community-led strategies. She has also held leadership roles at Liscio and Bookkeep.

Known as an “energy amplifier,” Alison brings a unique blend of strategic insight, creativity, and authenticity to everything she does.

Dyanna Salcedo

CEO | The CFO Project

Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army.

Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.

David Soukenik

VP of Operations at Client Hub | Founder of True North Bookkeeping & Advisory | Advisor to Modern Accounting Firms

David Soukenik is the VP of Operations at Client Hub and the Founder of True North Bookkeeping & Advisory, where he brings a unique blend of operational leadership and firsthand firm ownership experience to the accounting profession.

At Client Hub, David oversees the full firm journey—from initial discovery to onboarding, adoption, and long-term success—ensuring that the platform, customer experience, and strategic direction all align with how modern firms actually operate. His work sits at the intersection of product, operations, sales, and client experience, with a focus on helping firms reduce chaos, improve visibility, and build systems that scale.

As a firm owner and operator, David understands the real pressures behind growth—capacity constraints, communication breakdowns, and inefficient workflows. That perspective drives his approach: practical, empathetic, and grounded in what actually works.

Through his work with firms across the industry, David helps leaders create more clarity in their operations, strengthen their teams, and design processes that support sustainable, long-term growth. He is passionate about helping firm owners move beyond reactive work and into more intentional, system-driven businesses.