CPA firms are facing a capacity challenge that cannot be solved through local hiring alone. At the same time, outsourcing, offshoring, automation, and AI are changing how work gets done. The question is no longer whether firms should use outside capacity or technology-enabled leverage. The question is how to design the right model for the right work.

This session will introduce the “Right-Shoring” model: a strategic approach to determining what work should stay with U.S.-based professionals, what can be performed by offshore or global team members, and where AI and automation can create additional leverage. Attendees will learn how to align work complexity, client experience, compliance, technology, talent development, and profitability into a blended delivery model that supports sustainable growth.

Who Should Attend

• CPA Firm Leaders
• Managing Partners
• Operations Leaders
• HR/Talent Leaders
• CAS/Tax/Assurance Leaders
• Technology Leaders

Learning Objectives

• Define the Right-Shoring model and how it applies to CPA firms. Understand how firms can intentionally blend U.S. professionals, offshore/global teams, automation, and AI based on the nature of the work.
• Evaluate which work belongs where. Learn how to assess tasks by complexity, risk, client impact, repeatability, judgment required, and training value.
• Build a blended delivery model that protects quality and client experience. Explore how role clarity, workflow design, review structures, communication cadence, and accountability improve outcomes across distributed teams.
• Understand where AI fits into the staffing and delivery model. Identify practical AI use cases while addressing governance, data security, client confidentiality, review standards, and firm policies.