More Than the Numbers: Building Trust, Visibility, and Value in an Increasingly AI-Driven Profession

As AI reshapes the accounting profession, technical expertise remains essential, but it is no longer the only factor that defines professional value. Accounting professionals at every level are being called to build trust, communicate clearly, adapt to change, and use technology thoughtfully to create greater impact.

This session explores how CPAs and accounting professionals can expand their influence regardless of title, tenure, or role. Participants will learn practical strategies to strengthen relationships, increase credibility, enhance professional visibility, and use AI to support better communication, insight, and decision-making. Attendees will leave with actionable ideas to elevate their business presence, contribute more confidently, and create greater value within their firms, organizations, client relationships, and communities.

Speaker Bio:  

For the second year in a row, Rachel will be speaking to our group. Rachel Schaefer is a business leader, former not-for-profit CEO, executive coach, and Director of Employee Development at YHB, a public accounting and advisory firm. With more than 25 years of experience and eight professional certifications, Rachel partners with organizations to strengthen culture, performance, and growth.

Known for blending executive perspective with practical expertise, Rachel is a trusted advisor to individuals and teams helping them navigate change, improve leadership effectiveness, and achieve meaningful business results. She also serves on the board of CCAP in Winchester, Virginia, and as a Business Consultant for Laurel Ridge Community College Workforce Solutions.