Canopy Summit
2024
Thursday, November 14th @ 1 PM EST
Attend live for free CPE
Hosted by: Canopy CEO Davis Bell
Accompanied by: Liz Scott, Lera Kooper, Sean Duncan, and Travis Landry
Get ready for our biggest summit, yet! This year, we have a packed agenda offering deeper data insights, hands-on training, and powerful strategies tailored for success.
Whether you’re sharpening skill as a current Canopy user or exploring new opportunities, you’ll gain valuable tools to drive success in 2025 and beyond.
Explore the Summit
Explore the schedule so you know what to expect. Attend the entire event or just come for a single session. Up to 4 CPE credits are available for attending the summit. For every 50 minutes and three poll questions you respond to, you will receive 1 CPE credit.
Schedule
Davis Bell, Canopy CEO
Summit welcome and the allegory of the sock-hoarder
Canopy Product Team
Where Canopy has been over the last year and where it's going. See a product roadmap and demo our latest features with Canopy’s product team.
Liz Scott, CEO Accounting Lifeline
Summit Keynote - Listening to the Heartbeat of the Accounting Community
Lera Kooper, Accountability Services | Sean Duncan, SMD & Associates | Travis Landry, Shreeve Landry CPAs
Getting the most out of Canopy - A panel discussion with Canopy customers
Canopy Training Team
Product deep dive with the Canopy trainers, featuring:
- Getting the most out of Canopy Insights
- Tips for building better workflows and automations
- Best practices for optimizing your time and billing