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CFO TALKS

CFO Talks is a new 30-minute Insightful Accountant series featuring focused conversations on the evolving role of the CFO. Each session explores practical topics around financial leadership, strategy, technology, operations, and smarter decision-making.

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Overview
Speaker: Dyanna Salcedo, CEO at The CFO Project
Date : September 30, 2026
Time : 2 PM ET
Duration : 1 hour
Language : English

CFO TALKS

September 30, 2026

October 28, 2026

November 11, 2026

Speaker's Info

Deneen Dias
Deneen Dias

Co-Founder & CRO, Infinite Ties

ies

Deneen Dias is a distinguished leader in the accounting profession with over 15 years of experience architecting the evolution of Client Advisory Services (CAS). As a pioneer at the intersection of AI, cloud technology, and transformational strategy, Deneen empowers firms to move beyond traditional compliance toward building scalable, high-value advisory practices.


As the Co-Founder of Infinite Ties—a premier membership community built exclusively for CAS practitioners—Deneen is dedicated to helping firms build advisory services from the inside out.


Her influence spans the industry; she has guided hundreds of firms nationwide through the CPA.com CAS Roadmap Workshop, specializing in the critical foundations of a profitable practice: value-based pricing, strategic staffing, risk mitigation, and the automation of workflows.


Deneen is a vocal advocate for "scaling at the rate of technology," ensuring that internal operations and talent development keep pace with the modern innovation curve. Her strategic guidance helps firms drive recurring revenue, deepen client relationships, and upskill teams for the future of work.


A sought-after speaker at premier industry conferences—including AICPA Engage, CPA.com's Digital, Allinial, Boomer, and the BDO Alliance—Deneen is a recognized voice for innovation. Whether on stage or consulting one-on-one, she remains committed to helping accounting firms master the continuous evolution of the CAS business model to become indispensable strategic partners.

Christine Triantos
Christine Triantos

Owner, Infinite Advisors, Inc.

Christine Triantos is a nationally recognized CAS strategist, facilitator, and practice builder with nearly three decades of experience in the accounting profession. She brings a rare combination of executive leadership and firsthand experience building, leading, and scaling CAS across multiple offices, teams, and industries.

Christine began her career with BDO in 1996 and later served as Firm Administrator, CFO, and CAS Partner with ACM, a BDO Alliance firm. In 2008, she and Michelle Welch launched ACM’s CAS practice. When BDO reacquired the firm in 2020, Christine became BDO’s West Regional CAS Partner and led its National CAS technology team.

Christine is the founder of Infinite Advisors, where she consults with firms across the United States to deliver customized CAS training, strategic insight, and implementation support tailored to each firm’s stage of growth. She is also the owner of Infinite Ties, a CAS community dedicated to advancing Client Advisory Services through extensive training, practical templates, and resources such as the FanCAS-Kit, designed to help firms build, scale, and differentiate their CAS offerings.

Christine has facilitated CPA.com’s National Client Advisory Services Workshop, served on advisory councils for AICPA/CPA.com, Intuit, and BILL, and led workshops and strategic sessions for accounting firms and technology providers nationwide.

 

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What’s New with Intuit Enterprise Suite
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Financing Options and Cash Flow: Making the Right Choices
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This month on Cash Flow Mastery, Cash Flow Mike will use Debt, EBITDA, and Mis-Matched Financing insights to evaluate funding decisions. This series is designed for professionals who want to: Move beyond reporting and into true advisory Identify cash flow issues in minutes, not hours Translate financial data into conversations clients understand Deliver consistent, repeatable insights across their client base What to Expect Each Month A focused lesson on a core cash flow concept A real-world demonstration using the Clear Path To Cash framework Practical insights advisors can immediately apply with clients Whether you’re new to advisory services or looking to sharpen your delivery, Cash Flow Mastery provides a clear, structured path to helping clients make better financial decisions — one month at a time.

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OCT
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The CAS Craze: The service model of forward-looking practices
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The CAS Craze: The service model of forward-looking practices

CAS (Client Advisory Services) is more than a buzzword - it’s a smarter, more profitable way to serve clients. In this fast-paced session, Heather Day, from Woodard, cuts through the noise to show you how to structure, price, and deliver five key CAS service lines using a proven three-tier model. Walk away with clear strategies to protect your scope, boost revenue, and get clients to say yes. Speaker: Heather Day, Director of Education of Media at Woodard Learning Objectives: After the session, attendees shall be able to: Define 5 key areas of CAS & their value propositions Discuss three-tiered model for deeper client relationships Examine techniques to cast value & have clients accept pricing

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OCT
15
THU
2:00 PM
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Build an Advisory Firm Clients Stay With
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Compliance gets you hired. Advisory keeps you relevant. This session explores how to deepen client relationships, create recurring value, and build a firm clients rely on beyond basic bookkeeping and tax work. The goal is not more transactions. The goal is trust. Learning Objectives · Understand the foundations of advisory relationships · Create recurring value beyond compliance work · Build stronger long-term client retention

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OCT
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THU
3:30 PM
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Choose Your Firm: What kind of accounting firm do you want to be?
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Choose Your Firm: What kind of accounting firm do you want to be?

What kind of accounting firm do you want to be? ● There's no single "right" model anymore. AI opened up more options than ever ● A framework for defining your firm's identity: who you serve and what you charge for ● The real trade-offs: speed vs depth, volume vs relationship, high-tech vs high-touch Before chasing every AI tool, you need to know what firm you're building. Donna Reade of Blazr Accounting and Rob Hamilton of Digits help you get clear on the vision and the practice you'll actually want to run.

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OCT
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TUE
1:00 PM
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Intro to Xero
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Intro to Xero

Description: Xero is a connected cloud accounting platform that helps businesses and their advisors manage financial workflows in one place. Explore how Xero brings greater visibility to your practice and clients, helping you work more efficiently and make more informed decisions. We’ll take a high-level look at the platform’s connected tools, intelligent features, and reporting capabilities. Presenter: Janel Prasad, Solutions Consultant

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OCT
21
WED
12:00 PM
ET
Mastering Ag Advisory: Budgets, Scenarios and Succession Planning
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Mastering Ag Advisory: Budgets, Scenarios and Succession Planning

Speaker: Erin Arick, Senior Account Executive Host: Dr. Christine Gervais Reporting on what already happened is valuable. Helping a client plan what happens next is where an adviser becomes indispensable. This session closes the series by moving from actuals and analysis into forward-looking planning — budgets, scenarios, and the kind of guidance farm clients are already trying to figure out on their own, usually without their accountant in the room. We'll cover two practical entry points into planning: building a full annual budget for clients ready for ongoing management-style forecasting, and using scenario tools for clients who aren't ready for that but have a specific decision in front of them — succession, expansion, or a loan application. Farm financial projections come with real challenges: weather, commodity prices, input costs, and policy shifts that don't move in straight lines. We'll talk honestly about that, and about why an imperfect baseline projection is still far more useful to a client than no projection at all. This session also covers how forward-looking planning connects directly to tax planning, turning a once-a-year tax conversation into a proactive, quarterly one — and how to structure and price a full advisory engagement that moves a client from compliance, through reporting, into planning. Like the rest of the series, this session stands on its own. If you haven't attended Sessions 1 or 2, you'll still walk away with a practical framework for forward-looking advisory conversations with farm clients. Learning Objectives Understand the difference between actuals reporting (Sessions 1–2) and forward-looking advisory Know how to build a simple annual budget in Figured and what reports it unlocks Use the Figured Scenarios tool for succession planning and loan conversations — even with minimal data Integrate tax planning into farm financial forecasts Structure and price a full advisory engagement from compliance through planning ________________________________________________________________ CPE Credit: 1 Subject Area: Accounting Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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OCT
22
THU
12:00 PM
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Five Easy Ways to Use AI This Tax Season
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Using AI doesn't have to mean a big tech overhaul or a steep learning curve. In this practical, no-hype session, Christine Gervais of Cultivate Consulting walks through five simple ways tax professionals can use AI right now to save time and ease busy-season pressure. You'll see real examples of using AI to: Draft client emails, organizer reminders, and follow-ups for missing documents in minutes Summarize IRS notices, client letters, and long documents into clear next steps Build intake checklists and review procedures your team can follow Prepare for client meetings and turn your notes into action items Explain tax concepts to clients in plain language

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OCT
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The Second Set of Books
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You keep two sets of books. One is in QuickBooks. The other is in your head, and in your senior's head, and in the muscle memory of whoever's had the Henderson account since 2019 — every threshold, every quirk, every "we always reclass this one weird way because the owner's brother runs payroll." That second set has never been written down. It's why your AI hands you answers that sound right and miss the three things you'd have caught in ten seconds. In thirty minutes, you'll compute exactly how much of it your firm is carrying, and you won't like the number. Bring your phone.

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OCT
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WED
12:00 PM
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Transactional vs Advisory: Where Do You Stand?
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Speakers: Christine Triantos and Deneen Dias Sponsored by: InfiniteTies 30 minute session Discuss the difference between transactional work and advisory services. We will dig into how everyday accounting work becomes the foundation for meaningful business conversations that clients pay more for.

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