---
title: BNN Accounting and Business Update 2026
description: This year, we're addressing the key operational, regulatory, and technology topics facing businesses today.
---

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# Accounting & Business Update

This year, we're addressing the key operational, regulatory, and technology topics facing businesses today. Join BNN advisors and industry specialists for a day filled with content and learning designed to help you maximize opportunities across your organization.

## Thursday, October 22, 2026

## 9:00 a.m. - 3:00 p.m.

![logo-lrg](https://events.bnncpa.com/hs-fs/hubfs/logo-lrg.png?width=500&height=93&name=logo-lrg.png "logo-lrg")

<iframe src="https://www.google.com/maps/embed/v1/place?key=AIzaSyD09zQ9PNDNNy9TadMuzRV_UsPUoWKntt8&amp;q=Blue%20Ocean%20Event%20Center4%20Ocean%20Front%20NSalisbury,%20MA%2001592See%20directions%20in%20Google&amp;zoom=14" style="border:0;width:100%;height:572px"></iframe>

## Register Today!

This event is complimentary and registration is required.

---

# We are excited about the great line-up of guest speakers who are joining our BNN presenters!

[![OneDigital\_Logo](https://events.bnncpa.com/hs-fs/hubfs/OneDigital_Logo.jpg?width=1360&height=712&name=OneDigital_Logo.jpg)](https://www.onedigital.com/)

[![mclane-middleton-us-294](https://events.bnncpa.com/hs-fs/hubfs/mclane-middleton-us-294.png?width=400&height=146&name=mclane-middleton-us-294.png)](https://www.mclane.com/)

[![sj rollins](https://events.bnncpa.com/hs-fs/hubfs/sj%20rollins.png?width=520&height=390&name=sj%20rollins.png)](https://www.sjrollins.com/)

[![NBT Bank\_Color\_6in](https://events.bnncpa.com/hs-fs/hubfs/NBT%20Bank_Color_6in.png?width=1800&height=684&name=NBT%20Bank_Color_6in.png)](https://www.nbtbank.com/)

[![reedsmith](https://events.bnncpa.com/hs-fs/hubfs/reedsmith.jpg?width=900&height=900&name=reedsmith.jpg)](https://www.reedsmith.com)

[![passumpsic savings bank](https://events.bnncpa.com/hs-fs/hubfs/passumpsic%20savings%20bank.jpg?width=800&height=260&name=passumpsic%20savings%20bank.jpg)](https://www.passumpsicbank.com/)

---

### 2026 Agenda

*The program runs from 9:00 a.m. to 3:00 p.m. with a cocktail and networking reception directly following. Breaks are planned throughout the day. Breakfast and lunch are provided.*

### 8:30 | Registration & Breakfast

Join us starting at 8:30 to get registered for the day and have breakfast with the BNN team.

### 9:10 | Accounting & Audit Update

##### Presented by [Jess Bouchard](https://www.bnncpa.com/professional-directory/jessica-bouchard/) and [Spencer Hathaway](https://www.bnncpa.com/professional-directory/spencer-hathaway/), BNN

BNN assurance team members Jess and Spencer will cover a variety of updates to accounting standards, considerations for PTET accounting and reporting, financial reporting for businesses who received tariff refunds, and more. There will be brief time to audience questions following the presentation.

### 9:40 | Leading through AI: A governance-first mindset for a strong AI foundation

##### Presented by:

- ##### **Ilona Davis**, Principal & Director of Advisory Services at BNN
- ##### **Vinay Gidwaney**, Chief Product Officer at OneDigital
- ##### **Cam Shilling**, Director, Litigation Department & Chair of Cybersecurity and Privacy Group at McLane Middleton
- ##### **Joe Stellato**, Fractional CIO at BNN and CIO at SJ Rollins Technologies

AI has reshaped the way leaders think about running their business, from workforce expectations and cybersecurity to governance, compliance, and day-to-day operations. As AI and technology continue to quickly evolve, executive leaders and boards face increasing pressure to balance innovative approaches with risk management.

Join our panel of governance, legal, HR, and technology advisors for a discussion of the considerations and decisions facing executives and boards in the early stages of the AI journey. The panelists will address strategic questions facing organizations across industries:

- How should executive teams and boards govern AI initiatives?
- What legal and compliance risks should leaders prepare for?
- How will AI impact workforce planning and talent strategy?
- What are the most pressing expectations for cybersecurity when it comes to enterprise AI?
- How can organizations innovate with AI responsibly while maintaining operational resilience and safety?

This session will provide C-suite leaders and board members tips for responsibly adopting AI, strengthening resilience, aligning human and AI talent, and establishing governance frameworks that support sustainable growth. 

Have a question you'd like considered for the panel discussion? Submit it to events@bnncpa.com.

### 11:00 | AI & Automation for CFOs, Finance & Accounting Leaders: From Strategy to Execution

##### Presented by [Cam Shilling](https://www.mclane.com/people/cameron-shilling/), [McLane Middleton](https://www.mclane.com/)

**What does AI actually mean for your business, where is the value, and how do you implement it responsibly?**

AI is no longer a future consideration, it’s “here and now” and business leaders need to maximize their execution of AI strategies. The question is no longer whether organizations should adopt AI, but how finance and business leaders can implement it safely, effectively, and in ways that deliver real results.

Join Cam Shilling of McLane Middleton for a practical discussion on how finance and accounting teams can leverage AI and automation to drive efficiency and boost profitability, improve decision-making, and create business value. Designed for mid-size businesses and corporate organizations this presentation clearly explains what AI really is, where it can deliver measurable results, and how leaders can successfully implement it across their organizations.

Attendees will learn practical use cases for AI in finance and accounting, how to view AI as a “digital concierge” that enhances employee productivity and service delivery, and the governance frameworks needed to manage AI responsibly.

 

### 11:50 | Lunch & Networking

Enjoy lunch and networking time with BNN advisors and other attendees.

### 1:00 | Breakout sessions

## Track 1: Federal & State Tax Update

#### Presented by: [Nate Somes](https://www.bnncpa.com/professional-directory/nathan-somes/), [Lori Paci](https://www.bnncpa.com/professional-directory/lori-paci/), [Connor Smart](https://www.bnncpa.com/professional-directory/connor-smart/), and [Jiten Kariya](https://www.bnncpa.com/professional-directory/jiten-kariya/), BNN

Hear from BNN tax advisors from across the firm's specialty tax areas about updates and potential planning considerations at the federal and state level. Our team will cover lingering impacts from the OBBBA and expiring tax credits, key legislative changes at the state level, recent activity for compensation and benefits tax, and international tax updates for GILTI/NCTI and FDDEI.

 

## Track 2: From Interest to Implementation: A Community Bank's Digital Asset Roadmap

#### Presented by: [Grant Butler](https://www.reedsmith.com/our-people/grant-butler/), [ReedSmith, LLP,](https://www.reedsmith.com/) [James Kisch](https://www.linkedin.com/in/kisch/), [Passumpsic Savings Bank](https://www.passumpsicbank.com/) & [Patrick Morin](https://www.bnncpa.com/professional-directory/patrick-morin/), BNN

Choosing where to play, finding the right partners, managing the risks, and building a strategy that fits your institution.

 

## Track 3: Succession & Exit Planning

#### Presented by: Scott McKenzie & Josh Lapierre, BNN

More details to come.

### 2:10 | Economic Update

##### Presented by [Ken Entenmann](https://www.nbtbank.com/Wealth/About-Us/Wealth-Blog/), [NBT Bank](https://www.nbtbank.com/Wealth)

Ken joins us again this year to close out the day with an update on the economy and the current biggest impacts on growth, inflation, the stock market, interest rates, and more.

 

### 3:00 | Cocktails & Networking

Join us at the end of the day for cocktails, snacks, and socializing.

 

 DOWNLOAD FULL AGENDA (coming soon!)

### Who should attend?

CFOs and business leaders, controllers, finance directors, accounting managers, and other operational leaders, as well as board members.

![BNNPortsmouthBrandingJuly2024-8](https://events.bnncpa.com/hs-fs/hubfs/BNNPortsmouthBrandingJuly2024-8.jpg?width=300&height=200&name=BNNPortsmouthBrandingJuly2024-8.jpg "BNNPortsmouthBrandingJuly2024-8")

### Continuing education

Attendees will receive CPE credit. Registration, session check ins, and active attendance are required to receive credit.

Registration is required to attend.  
For more information, email [events@bnncpa.com](mailto:events@bnncpa.com).

[REGISTER TODAY!](https://events.bnncpa.com/2026-accounting-business-update-registration-page?hsLang=en)

This agenda is subject to change up until the date of the event. We encourage you to bookmark this page as we will be updating the agenda as more information is available.

## Meet our speakers

- ![Bouchard\_Jess 1-1](https://events.bnncpa.com/hs-fs/hubfs/Bouchard_Jess%201-1.jpg?width=4042&height=3144&name=Bouchard_Jess%201-1.jpg)
  
   Jess Bouchard, Assurance Principal, BNN
- ![Spencer Hathaway](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design.png?width=1584&height=1055&name=Untitled%20design.png)
  
   Spencer Hathaway, Assurance Principal, BNN
- ![Cyr\_Rick\_2026\_2-2](https://events.bnncpa.com/hs-fs/hubfs/Cyr_Rick_2026_2-2.jpg?width=4438&height=3550&name=Cyr_Rick_2026_2-2.jpg)
  
   Rick Cyr, Assurance Principal, BNN
- ![Untitled design (15)-1](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(15)-1.png?width=498&height=399&name=Untitled%20design%20(15)-1.png)
  
   Ilona Davis, Advisory Principal, BNN
- ![Untitled design (13)](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(13).png?width=806&height=645&name=Untitled%20design%20(13).png)
  
   Vinay Gidwaney, Chief Product Officer, OneDigital
- ![Cam Shilling](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(4).png?width=1422&height=1138&name=Untitled%20design%20(4).png)
  
   Cam Shilling, Director, McLane Middleton
- ![Joe Stellato](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(11).png?width=806&height=645&name=Untitled%20design%20(11).png)
  
   Joe Stellato, Chief Information Officer, S.J. Rollins
- ![Somes\_Nate-1](https://events.bnncpa.com/hs-fs/hubfs/Somes_Nate-1.jpg?width=4882&height=3906&name=Somes_Nate-1.jpg)
  
  Nate Somes, Tax Manager, BNN
- ![Paci\_Lori\_2026\_1](https://events.bnncpa.com/hs-fs/hubfs/Paci_Lori_2026_1.jpg?width=4220&height=3377&name=Paci_Lori_2026_1.jpg)
  
   Lori Paci, Tax Manager, BNN
- ![Smart\_Connor](https://events.bnncpa.com/hs-fs/hubfs/Smart_Connor.jpg?width=2048&height=1638&name=Smart_Connor.jpg)
  
   Connor Smart, Tax Senior Manager, BNN
- ![Jiten Kariya](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(2).png?width=1060&height=848&name=Untitled%20design%20(2).png)
  
   Jiten Karyia, Tax Principal, BNN
- ![Grant Butler](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(3)-1.png?width=967&height=773&name=Untitled%20design%20(3)-1.png)
  
   Grant Butler, Partner, Reed Smith
- ![James Kisch](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(5).png?width=729&height=583&name=Untitled%20design%20(5).png)
  
   James Kisch, President & CEO, Passumpsic Bank
- ![PM Cropped](https://events.bnncpa.com/hs-fs/hubfs/PM%20Cropped-1.png?width=887&height=710&name=PM%20Cropped-1.png)
  
   Patrick Morin, Principal, BNN
- ![Untitled design (3)-3](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(3)-3.png?width=825&height=660&name=Untitled%20design%20(3)-3.png)
  
   Joseph Jalbert, Assurance Principal, BNN
- ![Ken Etenmann](https://events.bnncpa.com/hs-fs/hubfs/Untitled%20design%20(9).png?width=921&height=737&name=Untitled%20design%20(9).png)
  
   Ken Entenmann, Chief Economist & CIO, NBT Bank
- ![Josh Lapierre](https://events.bnncpa.com/hs-fs/hubfs/JL%20Cropped.png?width=776&height=621&name=JL%20Cropped.png)
  
   Josh Lapierre, Tax Principal, BNN
- ![Scott McKenzie](https://events.bnncpa.com/hs-fs/hubfs/SM%20Cropped.png?width=774&height=619&name=SM%20Cropped.png)
  
   Scott McKenzie, TAS Principal, BNN

### Looking for technical resources in the meantime? Find all our team's articles on our website.

[BNN LIBRARY](https://www.bnncpa.com/resources/)

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