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Bridging the Gap 2024 Conference

July 20-24, 2024 | Loews Chicago O'Hare Hotel | Rosemont, IL



Collaborate | Automate | Delegate


Take advantage of an exceptional opportunity to experience three days of meaningful discussion and interaction in our nation’s charming Windy City, Chicago, Illinois. This is your chance to link arms with colleagues from diverse backgrounds and come together for a common purpose – to learn, network, bridge generational gaps, prioritize health, and find success! You don’t want to miss out on the ultimate collaborative conference – see you in Chicago!


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Networking Opportunities

The conference also offers a variety of networking opportunities specifically designed to promote collaboration and engage with peers. Participants can meet with other professionals from diverse backgrounds, expand their knowledge, and strengthen their connections across the industry.


Better Work-Life Balance

You’ll learn how to find a better work-life balance by focusing on maintaining good health and reducing stress. Attendees will learn how to define success for themselves and care for their physical, mental, and professional well-being. The conference brings together diverse perspectives to explore how to grow your career while staying healthy and fulfilled in the accounting profession.


Top Speakers

With an impressive lineup of industry-leading speakers and educational sessions, attendees will gain insights into the latest trends and innovations in the accounting industry. Participants will delve deep into topics such as mental health, accounting insights, and technology, to name a few.


  • Roman Villard, CPA | Founder at Full Send Finance


  • Al-Nesha Jones, CPA, MBA | ASE Group


  • Heath Alloway | Director at Upstream Academy


  • Allan Koltin | CEO Koltin Consulting Group


  • Jody Grunden, CPA | Partner and Co-Founder of Summit Virtual CFO by Anders CPAs


  • Francesca Reicherter | Founder and President of Inspiring My Generation


  • Hitendra R. Patil | President - Global F&A Outsourcing Services



  • Randy Crabtree | CPA, Host of The Unique CPA, & Co Founder of Tri-Merit

  • Chad Davis | Co-founder & Partner at LiveCA LLP

  • Kenji Kuramoto | CEO @ Acuity | Building A Better Workplace For Accountants

  • Scott Scarano | I’m an OK rapper that runs a $2M accounting firm, I’m also the janitor at Accounting High

  • Terrell A Turner, CPA | NY Times featured CFO | 40 Under 40 CPA | Simplify Accounting & Finance For Law Firms

  • Kristen Rampe, CPA | Consultant to CPA Firms

  • Seth Fineberg | Accounting Industry Consultant/Editor/Content Strategist/Speaker

  • Orumé Hays, CPA | 2023 Top 50 Women in Accounting Ignition / 2023 & 2022 AICPA/CPA Practice Advisor 25 Most Powerful Women in Accounting / CEO Hays CPA. /Adjunct Lecturer/Mentor/Speaker/Advocate. Elevating girls, students, & CPAs.

  • Richard Kopelman | CEO @ Aprio | CPA, CGMA, Leading Professional Services Firms

  • Robb Zbierski | I help Small Business Owners, State Farm Agents, Financial Services Professionals and Entrepreneurs have more fun while achieving record breaking results in less time and with a fraction of the effort.

  • Jennifer Wilson, CPA | CPA Profession Influencer, Powerhouse Speaker, Author, Coach and Consultant

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(use discount code BTGEB24Y for $200 off LIVE ATTENDANCE until May 31!)

Company Tri-Merit Specialty Tax Professionals
Original Cost $1,499.00
Discount $200.00
Cost $1,299.00
Intended Audience CPA - small firm
CPA - medium firm
CPA - large firm
Dates Jul 22 - Jul 24
Location Loews Chicago O’Hare Hotel Rosemont, IL


Digital Access: $999

Access to all keynotes

Live Feed access

Digital Booths

CPE Credits Available


Live Attendance: $1499

(Use discount code BTGEB24Y for $200 off until May 31!)

Access to Conference Sessions

Eligible to Earn CPE Credits

Attendance to Special Events



Tri-Merit Specialty Tax Professionals
(847) 616-0432

Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.

Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. We work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming Federal and State engineering-based tax incentives such as the R&D tax credit and cost segregation.

Tri-Merit turns a complex process into a refreshingly straightforward experience, making them a preferred choice among CPAs and companies of all sizes that are looking for ways to improve cash flow.