Chelsea Summers and Rob Brown welcome Lexy Kessler, Chair of

the American Institute of CPAs and partner at Aprio, to explore the 2040

Project — a strategic initiative mapping the profession’s future.

From tackling pipeline challenges to integrating AI, Lexy

shares why upskilling, adaptability and people skills are now strategic

imperatives for firms of all sizes. We look at the disruptors ahead, the role

every CPA plays in shaping the profession’s brand and how leadership can

attract and keep the next generation of talent.

If you’re a managing partner, HR leader, or aspiring CPA

this conversation offers practical insight into how the profession can thrive

amid constant change. Topics include:

• Why the 2040 Project matters now
• The three “hard trends” firms can’t ignore
• How to tell a better story about the value of accounting
• Critical skills for the future — and how to develop them
• The power of saying “yes” to opportunities