ADP Logo

Thursday, May 20, 2021
12:00 – 4:00 PM ET

Free virtual conference for accounting professionals. Earn up to 4 free CPE credits.

ADP Accountant
Summit Sessions

Session 1

ADP Welcome and
Strategic & Economic Update

12pm – 12:50pm ET

1 CPE Credit

ADP's CEO Carlos Rodriguez will welcome and thank ADP's accountant partners for their daily insight that enables us to build superior products and programs and their powerful impact to so many of our mutual clients and communities. He will be followed by ADP executives who will share updates to our strategic plans in new product innovations that relate to accountants and their clients. Finally, ADP's Chief Economist Nela Richardson will discuss the economic forecast and the U.S. workplace with key insights from ADP Research Institute's National Employment Report and other data analytics.


In this session you will learn:

  • ADP update on new solutions and features to enhance how accountants support their clients
  • Strategic and economic update based on ADP Research Institute's data
  • Economic forecast and key performance indicators impacting workplace


  • Carlos Rodriguez, Chief Executive Officer, ADP
  • Nela Richardson, Chief Economist, ADP
  • Jim Sperduto, SVP/GM Retirement Services, ADP
  • Anand Pandya, VP Product, ADP

Session 2

The Future-Ready Modern Firm

1:00-1:50PM ET

1 CPE Credit

AICPA's Tom Hood and leader of the Business Learning Institute (BLI) will be joined by Rootwork’s Darren Root to discuss the attributes and agility of a future-ready modern firm. In this session, they will review how practitioners can explore value-added services and the available technologies that will help accountants position their practices for success in a rapidly changing world. They will also review the major 'shift changes' prompted by the pandemic.


In this session you will learn:

  • Attributes of a future-ready modern firm
  • Today's technology stack for SMB accounting firms
  • Next steps to help firms be more agile in response to major change and champion coming years


  • Tom Hood, CPA, Executive Vice President, Business Growth and Engagement, AICPA
  • Darren Root, CPA, General Manager, Rootworks

Session 3

Covid-19 Related Stimulus and
Tax Benefits for Clients

2:00-2:50PM ET

Eligible for 1 CPE Credit and 1 IRS Credit for Enrolled Agents

As the financial first responders, accountants have been on the front lines in helping their clients with accessing all the COVID-19 related stimulus and tax benefits available to their clients to manage through the cash flow and other challenges resulting from the pandemic. In this session Pete Isberg, ADP VP of Government Affairs, Mark Koziel, CEO of Allinial Global and Accounting Today's Editor in Chief, Dan Hood will review the Payroll Protection Program, Employee Retention Credits, American Rescue Plan Act, Paid Sick Leave and other recent benefits.


In this session you will learn:

  • Update on PPP and Forgiveness, ERC, ARPA and other stimulus programs
  • Recommendations for accounting professionals in assisting clients
  • Other tools and resources to stay current on regulatory changes


  • Pete Isberg, Vice President of Government Relations, ADP
  • Mark Koziel, CPA, President & CEO, Allinial Global
  • Dan Hood, Editor-in-Chief, Accounting Today - Moderator

Session 4

From Basketball to Boardroom
with Magic Johnson

3:00-3:55PM ET

1 CPE Credit

Transitioning from the basketball court to the boardroom, Earvin “Magic” Johnson has successfully parlayed his skills and tenacity from the court into the business world as Chairman and CEO of Magic Johnson Enterprises (MJE). MJE provides high-quality products and services that focus primarily on ethnically diverse and underserved urban communities. In this session, ADP Small Business Services President Joe DeSilva will interview Magic as he discusses his career, lessons he brought from the court and how he has leveraged strategic partnerships at MJE, as co-owner of the Los Angeles Dodgers and his other ventures to fuel his success.


In this session you will learn:

  • Lessons from the basketball court that Magic brought to the boardroom
  • Best practices and successes in focusing on underserved and diverse markets
  • How leveraging key strategic partnerships can lead to success


  • Earvin “Magic” Johnson, Chairman and CEO Magic Johnson Enterprises
  • Joe DeSilva, President, Small Business Services, ADP

‘Appy Hour Summit After Party

4:00-4:45PM ET

‘Appy Hour co-hosts Heather Satterley, CPA and Liz Scott and ADP’s Erron Stark will be joined by ADP friends Dawn Brolin and Jody Padar to recap the day, present awards to ADP accountant all-stars and end the day with a little fun.



  • Erron Stark, DVP, Channels, ADP
  • Heather Satterley, CPA, Founder, Satterley Business Solutions, Co-host The 'Appy Hour
  • Liz Scott, Partner, Accounting Lifeline, Co-host The ‘Appy Hour
  • Jody Padar, CPA, VP Strategy, Botkeeper
  • Dawn Brolin, CPA, CFE, CEO, Powerful Accounting