Future-Ready Accounting: The Tech Stack That Matters
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Agenda
Join Ace Cloud Hosting for an insightful panel discussion on “Future-Ready Accounting: The Tech Stack That Matters.”
Industry leaders Geni Whitehouse (President, Information Technology Alliance), Zane Stevens (Founder & Managing Director, Protea Financial), and Seth Fineberg (Founder, Accountants Forward) will share practical insights on what it truly takes to build a future-ready accounting firm and how the right technology stack makes the difference.
What the session will cover:
- Why technology has shifted from a “nice-to-have” to a core requirement for compliance, trust, and scalable growth.
- How rising complexity, remote teams, security risks, and talent gaps are reshaping firm operations.
- Lessons from niche segments like winery accounting and what they reveal about tech gaps, workflows, and scalability.
- How firms should evaluate AI, automation, and cloud adoption without increasing risk or losing control.
- Recommended tools across accounting, practice management, and infrastructure - and how the right stack elevates accountants into trusted business advisors.
Meet Speakers
Geni Whitehouse
President of the Information Technology Alliance (ITA)
Geni is the President of the Information Technology Alliance (ITA), a winery consultant in Napa Valley, and a regular keynote presenter at CPA and technology conferences across the country.
She has been recognized as a Top 100 Influencer by Accounting Today, one of the 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. Geni is also the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard.
Zane Stevens
Founder and Managing Director of Protea Financial
Zane Stevens is a Director of Protea Financial. Under his leadership, Protea Financials has become a trusted partner for winery owners and beverage entrepreneurs nationwide, offering specialized support in bookkeeping, forecasting, budgeting, cost accounting, and operational finance.
Zane is also a mentor, speaker, and podcast host, and was named a North Bay Business Journal 40 Under 40 honoree for his leadership in the accounting space.
Seth Fineberg
Founder, Accountants Forward
Seth is the founder of Accountants Forward. With over 30 years of experience in the accounting profession, he has witnessed firsthand how firms are evolving their services to remain relevant and responsive to client needs.
Seth is a seasoned business journalist and an experienced editor, passionate about researching and delivering valuable insights into what makes businesses thrive.
