Scaling New Heights 2026: Featured Sessions from Mendelson Consulting
Scaling New Heights 2026 brings together accounting professionals, technology advisors, and business leaders to discuss the future of advisory services, business systems, AI, and operational transformation.
This year, Mario Nowogrodzki and Keith Fileccia will lead and participate in several sessions focused on helping firms and growing businesses navigate modern reporting, ERP strategy, AI-driven insights, and technology leadership.
If you’re attending the conference, we’d welcome the opportunity to connect.
Featured Sessions at SNH 2026:
This year’s sessions focus on how accounting professionals and growing organizations can improve visibility, modernize systems, leverage AI responsibly, and strengthen their role as trusted advisors in an increasingly data-driven business environment.
Bigger Data: Turning Chaos into Clarity with AI and BI:
As businesses collect more operational and financial data than ever before, the challenge is no longer access to information — it’s turning that information into meaningful insights.
This session explores how organizations can combine business intelligence tools, AI-driven analytics, and modern reporting frameworks to improve visibility, accelerate decision-making, and prepare for future AI initiatives.
Key Topics
- AI-powered analytics and reporting
- Unified data strategies
- Power BI and visualization tools
- Improving operational visibility
- Data governance and AI readiness
Speaker: Mario Nowogrodzki
Date: June 14, 2026 | 12:00 PM ET
Storytelling with AI: Turning Numbers into Client Narratives-
Modern advisory services require more than reporting data — they require translating information into meaningful business guidance.
This session explores how AI can help firms improve client communication by transforming financial data into actionable narratives, visual insights, and forward-looking recommendations that strengthen advisory relationships.
Key Topics
- AI-assisted reporting and analysis
- Financial storytelling
- Client communication strategies
- Advisory differentiation
- Data visualization and insights
Speaker: Mario Nowogrodzki
Date: June 14, 2026 | 1:10 PM ET
Become a Frontier Firm: Prepare Clients for the Future with Microsoft Dynamics 365 Business Central
As businesses outgrow disconnected systems and manual workflows, firms have an opportunity to guide clients toward more scalable operational and financial platforms.
This Power Breakfast session focuses on how Business Central, AI-enabled workflows, and modern ERP strategies can help organizations improve reporting, operational control, and long-term scalability.
Key Topics
- Signs clients are outgrowing QuickBooks
- ERP modernization strategies
- AI-enabled business systems
- Business Central and operational visibility
- Technology advisory opportunities
Speakers:
Jennifer Dorsey — Microsoft Solution Area Lead, Microsoft
Peter Jakobsen — Solution Architect, Microsoft Global Center of Excellence
Mario Nowogrodzki, CPA, CITP — Mendelson Consulting
Jennifer Bonenfant — Practice Lead, Boyer & Associates
Michelle Serna — Senior VP of Revenue, TruNorth Dynamics | Microsoft MVP, Business Central
Date: June 16, 2026 | 8:00 AM ET
Critical Thinking/Problem Solving:
Strong advisory work depends on more than technical knowledge. It requires the ability to ask better questions, evaluate information critically, and communicate solutions clearly.
This session focuses on practical critical thinking frameworks that help professionals improve problem-solving, collaboration, and decision-making in complex business environments.
Key Topics
- Critical thinking frameworks
- Evaluating solutions and alternatives
- Communication and reasoning
- Structured problem solving
- Advisory decision-making
Speakers: Keith Fileccia and Mario Nowogrodzki
Date: June 17, 2026 | 1:00 PM ET
Beyond QuickBooks: Smarter Systems for an AI-Driven World:
QuickBooks can support businesses effectively for many years — but growth often introduces operational complexity, disconnected systems, and reporting limitations that require a more scalable approach.
This session examines how firms can identify when clients may need to move beyond entry-level accounting systems and evaluate ERP solutions that better support growth, automation, and AI-driven decision-making.
Key Topics
- Identifying scaling limitations
- ERP evaluation frameworks
- Workflow automation
- AI-enabled operational insights
- Reporting and financial visibility
Speaker: Mario Nowogrodzki
Date: June 17, 2026 | 4:10 PM ET
Attending Scaling New Heights 2026?
Mendelson Consulting is pleased to share a $100 conference discount for attendees registering for Scaling New Heights 2026.
Use the promo code below during the registration checkout process on the official event website:
Discount Code*:
MENDELSON100
Register for Scaling New Heights here
*The discount code must be entered directly on the Scaling New Heights registration page during checkout.
Meeting at Scaling New Heights?
Connect with Mario Nowogrodzki and Keith Fileccia during the conference to discuss:
- AI and reporting strategy
- Business intelligence and operational visibility
- QuickBooks growth challenges
- ERP modernization
- Microsoft Dynamics 365 Business Central
- Advisory transformation
Learn more about the conference and full event schedule on the official event website.
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