Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

In the News: June 9, 2025

The Woodard Report Team
Posted by The Woodard Report Team on Jun 9, 2025 2:11:20 PM

The countdown to Scaling New Heights continues with exciting new announcements and deeper conversations about the profession’s future. This week’s highlights include big moves in AI, firm mergers, and a reminder to download the official Scaling New Heights app to plan your experience.

What's Happening at Woodard 

The Woodard Report Podcast: Geni Whitehouse’s Journey to Authentic Impact (The Woodard Report) 

In Episode 125 of The Woodard Report Podcast, Joe interviews Geni Whitehouse, who reflects on how she found her voice, left behind imposter syndrome, and embraced impact through authenticity. Read more... 

The Scaling New Heights App is Live — Download Now! 

The official Scaling New Heights app is now available! Use it to build your agenda, register for sessions and events, and stay connected before and during the conference. 

Technology & Innovation 

5 Ways We Used AI at Work Last Week (The Woodard Report) 

From marketing workflows to client communications, here’s a behind-the-scenes look at how the Woodard team applied AI last week. Read more... 

Intuit Launches Agentic AI for 100 Million+ Users (Intuit) 

Intuit has introduced GenOS-powered agentic AI, enabling “done-for-you” experiences for over 100 million users across TurboTax, QuickBooks, and Mailchimp. Read more... 

Deloitte Launches Global Agentic Network (CPA Practice Advisor) 

Deloitte has launched a new global network focused on agentic AI applications, aiming to help businesses reimagine workflows through intelligent automation. Read more... 

ADP Launches Resource Center for Accountants (Insightful Accountant) 

ADP has launched a new Resource Center designed to equip accounting professionals with tools, insights, and education to better serve their clients. Read more... 

xCellabs Launches to Advance AI Skills in Accounting (CPA Trendlines) 

The Pennsylvania Institute of CPAs has teamed up with industry experts to launch xCellabs, an initiative aimed at developing AI capabilities among accountants. Read more... 

Mergers and Acquisitions 

DMJPS Merges with Potter & Company in North Carolina (CPA Practice Advisor) 

Two North Carolina firms — DMJPS and Potter & Company — are joining forces to expand their regional footprint and service offerings. Read more... 

CRI Merges with Axley & Rode in Texas (CPA Practice Advisor) 

Carr, Riggs & Ingram has merged in Texas-based Axley & Rode, strengthening its presence in the Lone Star State. Read more... 

Market Insights 

Two-Thirds of Clients Open to Switching Auditors (Accounting Today) 

A new survey reveals that nearly two-thirds of businesses are open to changing their audit firms, underscoring the need for firms to prioritize client relationships and value. Read more... 

Stay tuned for next week’s digest as we head into the final countdown to Scaling New Heights! 


This article was drafted using AI and reviewed and edited by humans.

Topics: Finger on the Pulse


 

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