FAQs - 2026 Aprio Alliance Forum

The Aprio Alliance Forum is built for domestic and international professionals who help drive growth in their firms. The most successful firms recognize that growth doesn't belong to a single leader or department. It is driven by the combined efforts of those who set strategy, serve clients, lead teams, and build the infrastructure that enables growth.

Rather than organizing attendees by title, we organize around the role they play in growth:

Those who set direction for the firm
Those who own and drive client relationships
Those who lead or anchor a service area
Those who build the internal capacity for growth

Each Aprio Alliance and Aprio Global member firm receives one complimentary Forum registration per year.

When you register:

If your firm has not yet used its complimentary Forum registration fee, it will be automatically applied to your registration.
If the complimentary registration has already been used, the Forum registration fee will be applied against your firm’s available Aprio Alliance Bank balance.
All registrants will receive an invoice. The firm’s Aprio Alliance Bank will be applied on the back end, and the invoice will reflect either a $0 balance or a balance due based on your firm’s remaining Aprio Alliance Bank balance.

No payment is required at the time of registration.

Yes. If you are traveling internationally and require an invitation letter to support your visa application, please contact AprioAllianceSupport@aprio.com after completing your registration. Invitation letters are provided only to registered attendees and will include your name as it appears on your passport, the event name, event dates, and other relevant event details.

Please note that invitation letters are intended to support your visa application but do not guarantee visa approval. Attendees are responsible for reviewing all visa requirements, submitting their application directly to the appropriate government agency, and allowing sufficient time for processing. Requests may take additional time if country-specific language or legal review is required.

We understand that plans may change and strive to accommodate adjustments whenever possible. Please note the following:

All registrations are subject to approval, and Aprio reserves the right to deny or cancel any registration at its discretion.
Cancellations submitted in writing before Monday, September 28 will be accepted without penalty.
Cancellations received after Monday, September 28 will be subject to a cancellation fee of 50% of the registration fee.
Cancellations with no substitutions received on or after Friday, October 16, or instances of no-shows, are non-refundable.
Refunds, when applicable, will be issued to the original method of payment or may be applied as a credit to the firm's account.
Substitutions are permitted at any time, including the day of the event, and are not subject to cancellation fees. While substitutions are accepted, requests submitted within two weeks of the event may not be reflected in pre-printed materials, and on-site materials will be provided instead.
Registrations and attendance benefits may not be transferred to future events, programs, or conferences.
Participants are responsible for managing their own hotel and travel arrangements, including cancellations.
Cancellation and substitution requests are to be submitted to aprioalliancesupport@aprio.com.

We appreciate your understanding and cooperation, as these policies help us provide a seamless experience for all attendees.

The overall agenda can be found on the Agenda tab. The learning objectives include:

Develop and implement a firm-level AI strategy that integrates across service delivery, business development, and operations—moving from experimentation to structured deployment with appropriate governance, client communication, and talent development frameworks.
Build institutional growth capabilities by designing BD infrastructure, accountability systems, and Alliance collaboration strategies that transform business development from individual personality into repeatable firm-wide discipline.
Make strategic decisions about firm positioning and economics—including pricing models, partner compensation, capacity planning, and independence vs. consolidation—that drive profitable growth and preserve optionality for the future.
Redesign talent development and culture for an AI-transformed profession, creating pathways that attract next-generation professionals, accelerate advisory readiness, and build the skills that matter when routine work is automated.
Strengthen and protect client relationships through account planning discipline, advisory positioning, and service expansion strategies that deepen value and build loyalty during industry disruption.

Yes, participants are eligible to earn up to 14.4 CPE credit hours and 12.2 CPD credit hours for attending all sessions.

Fields of study: Business Management & Organization, Information Technology, and Personnel / Human Resources
Prerequisites: None required.
Advanced Preparation: None required.
Program Level: Advanced
Delivery Method: Group Live

Our CPE/CPD certificates follow NASBA sponsorship and standards. We are not issuing certificates through any other specific sponsorships. It will depend on each jurisdiction and if they accept NASBA CPE/CPD credits toward their continuing education requirements.