We’re opening the playbook on the SC.CPA Cup. These aren’t just sessions — they’re game plans. Each one is built to sharpen your strategy, strengthen your positioning, and help you move the ball forward in a profession that’s changing fast.
This week, we’re going Inside the Playbook with a sneak peek at “The Single Most Important Strategy for Accountants in 2026”, led by Julie Bonness of Unison Globus. The session breaks down how accountants can adjust their positioning, adapt their approach, and stay competitive as the profession’s pace and pressure continue to rise.
Let’s be honest—most CPA firms today feel stretched thin. Hiring is harder than ever, teams are burned out, and clients are expecting more than just accurate returns—they want insights, strategy, and answers in real time.
So what’s the best move for firms in 2026?
In this upcoming Spring Splash session, Julie Bonness from Unison Globus takes a candid look at what’s really happening inside the profession—and what firms need to do now to stay ahead. From the ongoing talent shortage to the rise of AI, we’ll unpack the trends everyone’s talking about (and a few misconceptions along the way).
You’ll hear why technology alone isn’t going to solve the capacity crunch—and why firms relying solely on traditional hiring models may find themselves stuck. Instead, we’ll explore how forward-thinking firms are building a smarter model that combines AI, global talent, and a shift toward higher-value advisory work.
We’ll also share real examples of firms that were once skeptical of outsourcing—but are now using it strategically to grow, reduce burnout, and reclaim their time.
If you’ve ever thought, “There has to be a better way to run my firm,” this Spring Splash session is for you. Expect practical insights, honest conversations, and a fresh perspective on how to build a firm that not only survives—but actually thrives—in the years ahead.
Julie Bonness is the Senior Vice President of Customer Experiences & Relationship at Unison Globus. She has more than 25 years in the accounting profession and a proven track record of solving critical business challenges through technology and talent.
The Single Most Important Strategy for Accountants in 2026
Thursday, May 21
3:30-4:30 p.m.
