Kalil_Merhib

Kalil J Merhib

Executive Vice President, Growth & Professional Services, CPA.com

Kalil is a firm and change management strategist, and growth and transformation enthusiast. As the leader of CPA.com's professional services & growth organizations, Kalil leads go to market strategy across the organization's product and services business lines to the CPA profession and adjacent professional markets. Kalil's efforts have fueled CPA.com's engagement with all segments of the CPA profession around the categories of Organizational Change Management, Client Advisory Services (CAS), and Audit and Assurance practice areas.

Kalil leads CPA.com's practice transformation initiatives including CAS2.0, a progressive business model framework & methodology that enables firms to establishment, optimize, and transform Client Advisory Services (CAS) to deliver business insights to today's business leaders. 

Kalil's extensive knowledge of technology, leadership, and strategic management trends in the accounting profession has situated him in high demand for speaking engagements across the nation, allowing him to share vital insight and information to accounting professionals. 

Kalil has been recognized by CPA Practice Advisor as a Top 20 under 40 Superstar (2013) and Top 20 under 40 Influencer (2022) for his influence and contribution to the visible change in the accounting profession.


Appearances

  • Thumbnail for Firm Learning Strategy: A Competitive Advantage
    Identification
    14
    Date
    December 8, 2015
    Competition is fierce for firms to attract and retain the best talent in the profession.  Having a strategic learning and development plan is critically important for the development and advancement of your firm…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
  • Thumbnail for Building Your Optimum Client Accounting Workflow System
    Identification
    25
    Date
    December 9, 2014
    No software program can do everything. This is part of the reason why the advent of cloud solutions and the growing trend of integration between applications and open source software development is so revolutionary…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Victor Puchi
    Partner, Director of Accounting Services, Eide Bailly LLP
    Speaker Image for Diane Salvatore
    IAP Practice Development Manager, Intacct
    $49
    Standard Price
  • Thumbnail for Building Your Optimum Client Accounting Workflow System
    Identification
    25
    Date
    December 9, 2014
    No software program can do everything. This is part of the reason why the advent of cloud solutions and the growing trend of integration between applications and open source software development is so revolutionary…

    Speakers

    Speaker Image for Diane Salvatore
    IAP Practice Development Manager, Intacct
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Victor Puchi
    Partner, Director of Accounting Services, Eide Bailly LLP
  • Thumbnail for Firm Learning Strategy: A Competitive Advantage
    Identification
    14
    Date
    December 8, 2015
    Competition is fierce for firms to attract and retain the best talent in the profession.  Having a strategic learning and development plan is critically important for the development and advancement of your firm…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
    $49
    Standard Price
  • Thumbnail for Implementation Lessons Learned
    Identification
    18
    Date
    December 8, 2015
    Experience helps us avoid mistakes. Mistakes help us gain experience. Here’s your chance to gain experience via someone else’s mistakes…

    Speakers

    Speaker Image for Jim French
    Partner, Lurie Besikof Lapidus and Company, LLP
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Michael Smith
    Michael Smith, CPA, MST, CITP
    Partner, RSM
    $49
    Standard Price
  • Thumbnail for Implementation Lessons Learned
    Identification
    18
    Date
    December 8, 2015
    Experience helps us avoid mistakes. Mistakes help us gain experience. Here’s your chance to gain experience via someone else’s mistakes…

    Speakers

    Speaker Image for Jim French
    Partner, Lurie Besikof Lapidus and Company, LLP
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Michael Smith
    Michael Smith, CPA, MST, CITP
    Partner, RSM
  • Thumbnail for How to Harness Disruptive Technology to Make Accounting Services Thrive
    Identification
    97
    Date
    June 8, 2016
    A clear delineation between technology automation and service is growing in importance…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Dixie McCurley
    Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
    $29
    Standard Price
  • Thumbnail for Get Informed Not Overwhelmed
    Identification
    T17102
    Date
    June 12, 2017
    We operate in a rapidly changing world. Trends in technology, demographics and regulations shape our decisions and require us to innovate for future success…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    $49
    Standard Price
  • Thumbnail for Financial Information Exchange in the US Market
    Identification
    T1716
    Date
    June 14, 2017
    Reliable financial information is one of the foundations of capital markets…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for New NCUA Procedures for Delivery of Audit Reports: A Path for Compliance
    Identification
    CU17204
    Date
    October 25, 2017
    The National Credit Union Administration has recently updated its policies governing the submission of audit reports prepared by external auditors. NCUA examiners are now requesting newly completed audit reports be submitted directly to the examiner from the external auditor…

    Speaker

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for Being Anticipatory - Collaborating on the Hard Trends
    Identification
    PST1859
    Date
    June 14, 2018
    Here we are at the end of Engage 2018. Can you fit one more idea in your brain? This session is designed to give you a framework, and an opportunity to collaborate with peers, to prioritize your action plan. We will discuss how to gauge the riskiness of new ideas against trends we are encountering…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    $49
    Standard Price
  • Thumbnail for Recent Financial Fraud Activity: What Can Be Done to Prevent it?
    Identification
    ENG19VCC5
    Date
    June 13, 2019
    Description: An alleged $10 million fraud this past fall involving the parent company of Newsweek involved the creation of a fictitious auditor along with fake financial statements. In another recent fraud, a Pennsylvania church administrator is accused of scamming more than $1…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Brian Fox
    President & Founder, Confirmation.com
  • Thumbnail for Is Your Tech a Wreck? 
    Identification
    PST1935
    Date
    June 13, 2019
    Often times, firms will complement their client services with technology recommendations to help improve client operations; however, they can find themselves struggling with how to find time to identify, evaluate, and implement solutions for internal use…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Matt Towers
    Product Lead, Assurance, CPA.com
    $49
    Standard Price
  • Thumbnail for CAS Tools
    Identification
    DCA1934
    Date
    December 11, 2019
    As the technology options expand and the services grow it can be challenging to stay abreast of the solutions available for client accounting advisory services (CAS)…

    Speakers

    Speaker Image for Robin Thieme
    Robin Thieme, CPA, CITP, CGMA
    Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
    Speaker Image for Christine Triantos
    Principal, Business Services & Outsourcing, BDO
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Kevin Cumley
    Senior Director, Accountants Program, Sage
    $49
    Standard Price
  • Thumbnail for NAA2121. Harnessing Technology to Modernize the Audit
    Identification
    NAA2121
    Date
    July 28, 2021
    Keeping up with technology changes in a fast paced auditing world can be challenging, but doing so is paramount to ensuring that your business model doesn’t become outdated…

    Speakers

    Speaker Image for Jonathan Kraftchick
    Partner, Cherry Bekaert
    Speaker Image for Kristi Gainey
    Senior Manager, Service Delivery, CPA.com
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for PST2121. Transformation of the Audit
    Identification
    PST2121
    Date
    July 29, 2021
    In this session, the attendees will gain an understanding of how technology is quickly changing the audit. From artificial intelligence to machine learning, technology's role will be a driving factor in helping to insure audit quality and transformation well into the future…

    Speakers

    Speaker Image for Jim Bourke
    Managing Director Advisory Services, WithumSmith+Brown
    Speaker Image for Karl Busch
    Senior Director - Product Management - Dynamic Audit Solution, AICPA & CIMA
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for Enabling Assurance Technology Change in Your Firms
    Identification
    DCPA2126
    Date
    December 7, 2021
    In the accounting profession, disruptive technological change is not on the way – it’s already here, with even more to come…

    Speakers

    Speaker Image for Karen Larsen
    Partner, Baker Tilly US, LLP
    Speaker Image for Inga Arendt
    Partner, Wipfli, LLP
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for CAS2.0: Taking Your Advisory Practice to the Next Level
    Identification
    DCPA2204
    Date
    June 7, 2022
    Client Advisory Services (CAS) as a practice area is at the forefront of progressive thinking by firms on how market complexities can translate into Trusted Advisor opportunities for firms to deliver value to clients…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Kane Polakoff
    Principal, Client Advisory Services Practice Leader, CohnReznick
    Speaker Image for Monie Grewal
    Director of Accounting Solutions, Caseware
    $49
    Standard Price
  • Thumbnail for Evolving the Client Experience around Audit
    Identification
    DCPA2203
    Date
    June 9, 2022
    This session focuses on how firms can explore ways to innovate their approach to client collaboration and interaction throughout the audit process…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Karl Busch
    Senior Director - Product Management - Dynamic Audit Solution, AICPA & CIMA
    Speaker Image for Kyle Silverman
    Head of Ecosystem, CaseWare International
    $49
    Standard Price
  • Thumbnail for Growing CAS within a Full Service Traditional Firm
    Identification
    DCPA2210
    Date
    December 6, 2022
    Client Advisory Services (CAS) is the fastest growing practice area for many firms…

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Nicole Ksiazek
    Director, SIAP Strategy and Sales, Sage
    Speaker Image for Sharon Berman
    Principal, Rehmann
    Speaker Image for Tommye Barie
    Partner, Succession Institute, LLC
    $49
    Standard Price
  • Thumbnail for Keynote: Digital CPA Update
    Identification
    DCPA2227
    Date
    December 7, 2022
    Erik Asgeirsson, president and CEO of CPA.com, will provide an environmental scan of today’s circumstances while exploring the new business models that have been ushered in from the pandemic…

    Speakers

    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Nina Chmura
    Partner, WithumSmith+Brown
    Speaker Image for Missy Thompson
    Principal, Baker Tilly

    Keynotes

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Aaron Harris
    Chief Technology Officer , Sage
    $49
    Standard Price
  • Thumbnail for The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice
    Identification
    PRA2305
    Date
    June 5, 2023
    CPA.com has helped hundreds of firms develop and expand their Client Advisory Services (CAS) practices, and has identified key elements that practices need to address on the CAS journey…

    Speakers

    Speaker Image for Amy Bridges
    Senior Manager, Professional Services, CPA.com
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for From Blueprint to Reality: Building a Successful CAS Practice
    Identification
    DCPA2306
    Date
    December 5, 2023
    The evolution and growth of client advisory services (CAS) over the past decade has been tremendous. For firms that are building a CAS practice, it can be a challenge to formulate and execute a strategy without gaps. In this session, we'll define CAS, explain CPA.com's CAS 2…

    Speakers

    Speaker Image for Jenni Huotari
    Partner, Eide Bailly LLP
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Becky Munson
    Becky Munson CPA, CITP, CPA
    Partner, EisnerAmper
    Speaker Image for Michael Smith
    Partner, Consulting Services, RSM US LLP
    $49
    Standard Price
  • Thumbnail for Keynote - Digital CPA Update
    Identification
    DCPA2331
    Date
    December 6, 2023
    Erik Asgeirsson, President and CEO of CPA.com, will provide an environmental scan of today’s circumstances while exploring the new business models that have been ushered in…

    Speakers

    Speaker Image for David Osborne
    Chief Executive Officer, Caseware
    Speaker Image for Emily Remington
    Director, Audit Product Management, CPA.com
    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Kimberly Blascoe
    Sr. Director, CAS Professional Services, CPA.com
    Speaker Image for Carla McCall
    Managing Partner, AAFCPAs
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for Transformative Advisory: Building Trust and Driving Results
    Identification
    DCPA2435
    Date
    December 11, 2024
    Advisory services that CPA firms deliver in today's environment need to empower clients through business and digital transformations with actionable insights driven by technology…

    Moderator

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com

    Speakers

    Speaker Image for Kristine Lemanski
    CFO, AssuredPartners Aerospace
    Speaker Image for Dixie McCurley
    Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
    $49
    Standard Price
  • Thumbnail for Transformative Advisory: Building Trust and Driving Results
    Identification
    DCPA2504
    Date
    June 11, 2025
    Advisory services that CPA firms deliver in today's environment need to empower clients through business and digital transformations with actionable insights driven by technology…

    Speakers

    Speaker Image for Kristine Lemanski
    CFO, AssuredPartners Aerospace
    Speaker Image for Dixie McCurley
    Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com

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