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Canopy to Host Summit for Accounting Professionals on Nov. 9. 2023

Canopy’s annual summit will include insights from CEO Davis Bell and Chief Product Officer (CPO) Shane Westra along with a panel of business experts.

Canopy Logo 2020

Canopy, provider of industry-leading accounting practice management software, Canopy, the leading cloud-based practice management platform for accounting professionals, will host its annual Canopy Summit 2023 on November 9 at 1:00pm EST. The free, virtual event will dive into the latest CPA technology with an engaging panel and review Canopy’s product roadmap and offers 2 CPE credits for attendees. 

“The business environment has never been more dynamic and the integration of artificial intelligence with human intelligence is accelerating the pace of change at unprecedented levels,” said Davis Bell, CEO, Canopy. “Accounting practices are seeing and feeling the impact of these forces both internally and in their client interactions, which makes having the right business infrastructure and operating systems in place more important than ever. The Summit will provide practical insights for firm owners and business owners to help them adapt to and thrive as essential players in the modern business landscape and also share how Canopy will help them accomplish this in 2024 and beyond.”  

Canopy’s annual summit will include insights from CEO Davis Bell and Chief Product Officer (CPO) Shane Westra along with a panel of business experts discussing how accountants can thrive in the modern economy and help their clients do the same. The agenda includes insights from:

Davis Bell, CEO of Canopy – Davis will explore how business owners are often faced with the need to choose between failure and success. In his remarks, Davis Bell will use business examples showing how choices aren’t always as easy as they appear and how making the “hard” choice early, is often the key to future success.

Shane Westra , CPO – Canopy’s roadmap for the future is bright. Shane Westra will share some of the accomplishments of the past year as well as the planned innovations and products Canopy will be releasing in 2024.

Insights from Thriving Businesses Panel – Moderator Heather Hurst, Canopy Vice President of Marketing, will lead a discussion about building a thriving business with three experts from outside of the accounting industry. Joining her will be: Crystalee Beck, founder and president of Comma Copywriters; Nicole McMillan, Canopy SVP of People; and Jami Nelson, a certified life coach. The four will discuss building business, transitioning from an owner/manager to an owner/leader, hiring and onboarding, and other issues facing businesses today. 

To register, visit: https://www.getcanopy.com/canopy-summit-2023