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EPICenter Webcast Series: 2026 Visionaries at Work: Bold Ideas Shaping the Future
Webcast

EPICenter Webcast Series: 2026 Visionaries at Work: Bold Ideas Shaping the Future

Celebrate the 2026 AICPA Visionary Award recipients as they share how bold ideas become real-world impact. Hear firsthand stories of transformation, entrepreneurship, and leading change in a rapidly evolving profession.

$0 - $59
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Jul 08, 2026

NASBA Field of Study

Personal Development

Level

Basic

CPE Credits

1

Instructor

Caitlin Smith, Eric Story, Victoria Thayer, Mallory D Vincent, Kimberly Williams

Availability

3 months

Product Number

WC5343441

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 Business & partner 
Product Details

Transformation in accounting and finance doesn’t happen by accident—it happens because professionals choose to challenge the status quo and lead change with intention. In 2026 Visionaries at Work: Bold Ideas Shaping the Future, you’ll hear directly from the AICPA Visionary Award recipients as they share how their most ambitious ideas moved from spark to execution.

Through real-world stories and practical takeaways, speakers will discuss how they navigated obstacles, built support, and maintained momentum while transforming services, processes, and mindsets. You’ll also explore how technology can accelerate progress and how leaders can cultivate environments where experimentation, learning, and transformation thrive.

Expect case studies grounded in entrepreneurship and transformation, along with actionable insights you can apply to lead change—whether you’re influencing a team, redesigning a workflow, or driving broader organizational impact.

Key Topics

  • Adopting a visionary mindset
  • Turning bold ideas into action
  • Overcoming resistance and barriers
  • Leveraging technology
  • Building a culture of change

Learning Outcomes

  • Identify key characteristics and behaviors of professionals who successfully lead transformation within the accounting and finance profession.
  • Describe common challenges encountered when implementing bold or entrepreneurial ideas and approaches used to overcome them.
  • Recognize how technology and new ways of working can support organizational transformation and long-term value creation.
  • Analyze real-world examples of change initiatives to determine factors that contributed to their effectiveness and impact.
  • Apply practical strategies for fostering a culture of change within their own organization or team.

Who Will Benefit

  • Emerging professionals (≤15 years experience) in accounting and finance who are motivated to grow, lead, and make an impact but need practical success skills and a supportive peer community to do so.
  • Firms and organizations investing in talent development and retention
  • High-potential emerging leaders seeking accelerated leadership pathways
Credit Info
CPE Credits
1
NASBA Field of Study
Personal Development
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$59.00
AICPA Members
$0.00
CIMA Members
$49.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Caitlin Smith
CPA
Caitlin Smith is a Partner at SKC & Co. CPAs, where she works closely with small business owners to bring clarity, control, and confidence to their financial decision-making. She advises clients on tax planning, operational structure, and long-term growth, helping them stay focused, organized, and forward-moving in fast-paced environments. Known for her hands-on approach and genuine care for her clients, Caitlin supports not only their businesses, but their broader personal and professional goals. She has developed a strong specialization in healthcare, dental, and veterinary practices, guiding physicians, dentists, and veterinarians in building sustainable, scalable businesses through practical insights and consistent communication. Within SKC, Caitlin serves as Chair of the firm’s Future Council, driving innovation, process improvement, and leadership development. She is also an active member of the SKC Foundation, supporting the firm’s philanthropic efforts. Caitlin was recognized as a “Woman to Watch” by the NJCPA in 2022 and a recipient of the NJCPA Impact Award in 2026. She holds a Bachelor of Science in Accounting and Math from Centenary University, where she graduated as valedictorian.
Eric Story
CPA, PFS, CITP
Eric Story, CPA, CITP, PFS, is a Partner, Chief Information Officer at Cooper Norman PLLC Idaho’s largest Idaho-based CPA firm, and Chief Compliance Office for Cooper Norman Wealth, LLC the affiliated wealth management and advisory practice. He is also serving as Chair of the Idaho State Society of CPAs, where he advocates for innovation and the continued evolution of the profession. Eric’s leadership focuses on transforming traditional accounting models into advisory-driven practices that deliver deeper strategic value to clients. He has led firm-wide initiatives integrating technology, automation, and artificial intelligence into compliance processes—enhancing efficiency while enabling professionals to focus on higher-value advisory services. In addition to firm leadership, Eric has extensive experience guiding businesses and families through complex transactions, succession planning, and long-term wealth strategies. He played a key role in launching Cooper Norman’s CPA-led Wealth Management practice, reflecting his commitment to delivering integrated, forward-thinking solutions. With a multidisciplinary background spanning technology, accounting, and financial planning, Eric is passionate about shaping the future of the profession—empowering teams, advising with purpose, and helping clients navigate uncertainty with confidence.
Victoria Thayer
CPA
Victoria Thayer, CPA, is the Founder and CEO of Novii CPA, a nationally recognized, tech-driven advisory firm serving growth-stage companies in biohealth, medtech, life sciences, manufacturing, and professional services. She has built Novii CPA into a modern, scalable firm known for its innovative approach to accounting, combining technology, strategic advisory, and a strong client-first mindset. Victoria is recognized for redefining the role of accountants by shifting from traditional compliance work to embedded strategic partnership. Through outsourced CFO services, investor-ready financial reporting, and forward-looking forecasting, she helps businesses make informed decisions, secure funding, and scale sustainably. Her leadership has also focused on building systems that improve efficiency, reduce turnaround times, and support long-term team wellbeing. Beyond her firm, Victoria is deeply committed to advancing the accounting profession. She mentors emerging professionals, speaks on firm modernization and leadership, and actively contributes to initiatives that promote innovation and growth within the industry. Her work continues to position her as a forward-thinking leader shaping the future of accounting.
Mallory D Vincent
CPA, MBA
Mallory Vincent is a Senior Individual and Trust Tax Manager at Stinson Associates, a public accounting firm, where she heads the office in Concord, New Hampshire. In her role, Mallory works closely with individuals to help them navigate through all of life’s stages. Her goal is to make the process enjoyable for the client while being there every step of the way. She also collaborates with client trustees, personal representatives, and their attorneys to help manage trust/estate tax laws and trust agreements. Mallory is a member of the New Hampshire Society of Certified Public Accountants (NHSCPA) and serves on the Financial Careers and Young Professional Committees. She was the recipient of the NHSCPA’s 2025 Volunteer of the Year Award. She is also a member of the AICPA, the upcoming Chair of the AICPA Student Recruitment Committee, and was a recipient of the 2025 AICPA Emerging Leaders Award. Mallory is passionate about the accounting workforce development issue and created the first staffed accounting apprenticeship program in New Hampshire. Mallory earned a Bachelor’s degree in Accounting in May 2015 and Master’s of Business Administration in February 2020 from Southern New Hampshire University. She obtained her NH CPA license in October 2021.
Kimberly Williams
CPA, FHFMA
Kimberly Williams, CPA, FHFMA, is the Chief Financial Officer of Medical Management Services, where she oversees financial operations for MEA Medical Clinics and affiliated healthcare organizations. She is known for translating complex financial data into actionable insights that strengthen decision-making, improve operational performance, and support access to care within the communities she serves. Kimberly is passionate about developing leaders and advancing the accounting profession. She currently serves as Vice Chair of the Mississippi Society of CPAs and will assume the role of Chair in July 2026. Her leadership within the organization includes service as Young CPA Network President, where she led initiatives that expanded engagement and community impact. She is also actively involved in the Healthcare Financial Management Association, where she has served in multiple leadership roles, including Chapter President. Through her work in healthcare and leadership consulting, Kimberly is committed to equipping professionals to move beyond compliance-focused thinking toward strategic financial leadership. She lives in Mississippi with her husband and two children.
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