Description
Slides: https://docs.google.com/presentation/d/1aRHWGhjqBEMuy92naSVb7pI6ZKBpUBPF7tP6NWFWcz0/edit?usp=sharing
REFRAME NYC EVENT: https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026
REFRAME MIAMI EVENT:
https://events.reframeaccounting.com/
Timeline
00:00 Session Overview
03:12 New York City Event - June 4-5 (Superfan Pricing)
07:36 Reframe 2026 Miami - Early Bird Ends April 30
08:34 New Format: Tech Day + Advisory Engagement Awards
10:19 Thank You to Intuit, Worthy, and Our Partners
11:53 THEME 1 — Can AI Do Our Work?
12:00 Poll: Rate AI on Tax Returns (1-10)
12:55 My 95% Accurate Tax Return Test
14:17 Is It Safe? Personal vs. Enterprise Accounts
15:40 Bookkeeping Is Harder Than Tax
16:26 Poll: Rate AI on Bookkeeping (1-10)
17:50 Whose Standards Actually Matter?
19:30 Intuit Intelligence + Human Experts Announcement
22:30 What Is My Role Now? (The Question)
25:48 THEME 2 — Compliance vs. Advisory
26:15 Chat Responses: The New Role
29:32 David Leary's Insight: AI Will Do Advisory Well
31:11 Speed vs. Direction
32:44 Reliable Advisory vs. Innovative Advisory
26:41 THEME 3 — Accountants Are the New Designers
28:27 The One-Liner That Nailed It
32:44 Who Sets the Direction? The Designer
33:34 First Principles Thinking (Aristotle)
34:29 AI Has No Desire
36:37 Carlos on Life Milestones & Human Wisdom
38:08 How Do I Get Started? Philosophy & Design
39:59 Why AI Companies Are Hiring Philosophers
40:49 THEME 4 — Coworking With AI
40:49 Intuit's 5 Million Business Data Advantage
42:29 The Next Generation Will Accept the AI Summary
44:17 Repositioning Before Intuit Repositions Us
45:08 Carlos on Dot-Com & Online Dating Fatigue & Chat Comments
55:18 Claude Designer (Released Today)
59:27 Help Your Clients Become Designers / Co-Design with them