Agenda

Unlock's 2-day agenda is designed to help you explore the power of client experience, discover new product innovations, and connect with peers who are shaping the future of accounting.

Tuesday September 9th
2:00pm - 4:00pm
PE & AI Executive Briefing - Invite only

A closed-door session featuring speakers from KKR, Raymond James, and Aiwyn. Topics will include: an investor outlook on the CPA market, tech and AI trends (vendor comps, tech stack risks), and a quickfire review of Aiwyn's solutions and roadmap. 

Location: Manor

Aiwyn Tax Insiders - Invite only

Aiwyn Tax forum designed to be a vision setting session that also gets feedback from an exclusive group of advisory members.

Location: The Study - 6th floor board room

4:00pm - 6:00pm
Registration & badge pickup

Head to the 4th floor of the Virgin and start your Unlock 2025 experience. Our team will be available to answer any questions.

Location: 4th floor

6:00pm - 9:00pm
Unlock welcome reception - The Mexican

Meet your peers before the conference kicks off on the patio at The Mexican for a relaxed evening of great food and drinks. Enjoy optional on-site experiences like tequila tasting and cigar rolling to cap off the day in style.

And since we're in Texas, dress up in your best denim! 👖 

The restaurant is around the corner from the Virgin -a quick 3 minute walk!

Location: 1401 Turtle Creek Blvd 75207 

Wednesday September 10th
7:00am - 8:30am
Registration
and badge pickup 

Pick up your badge and event materials. Our team will be there to greet you, answer any questions, and get you set for a seamless conference experience.

Location: 4th floor

7:30am - 8:30am
Breakfast

Connect with fellow attendees, Aiwyn team members, and Unlock sponsors. Our Customer Hub will also be open to discuss product questions. 

Location: The Pool Club

8:00am - 8:15am
Welcome

The official kickoff of Unlock 2025, where we’ll set the stage and give you the key to two days of game-changing insights.

Location: The Giant A, B,  C

8:15am - 8:45am
Unlock success: How innovation, consolidation,
and trust transform everything

Join co-founders Pat & Tanner to discover how Aiwyn’s focus on innovation, consolidation and trust is dedicated to unlocking your path to transformational success.

Location: The Giant A, B,  C

8:45am - 9:45am
End-to-end demo

See the complete platform in action.

Location: The Giant A, B,  C

9:45am - 10:15am
Coffee break

Sponsored by Ramp

Location: Hallway in front of Giant A, B,  C

10:15am - 11:00am
Unlock simplicity: Elevate experience

Explore what today’s clients really want, evaluate your firm’s experience with a practical framework, and discover what it takes to elevate experience.

11:00am - 11:15am
Break
11:15am - 12:00pm
Better together: A conversation with our ecosystem partners

Get insights from our partnerships director Elizabeth Kirchner and a panel of tech innovators who know exactly what it takes to build connected systems that actually make your life easier.

Location: The Giant A, B, C

 

Practice transformation in action: How to start thinking about your firm’s journey

Grab a seat with Alex Kenis, our transformation
expert, as he walks you through a practical
approach to planning meaningful change.

Location: The Manor

 

12:00pm - 1:30pm
Lunch

Take a break and keep the conversations going over a casual buffet lunch with fellow Unlock attendees.

Location: The Pool Club


Customer Hub

Meet with Aiwyn team members for personalized assistance, expert guidance, and answers to your questions about Aiwyn’s products.

Location: The Rushmore

1:30pm - 2:15pm
Unlock potential:
Modernize practice

Discover what separates modern firms from the pack and learn the mindset shifts that unlock streamlined operations and unstoppable growth.

Location: The Giant A, B,  C

2:15pm - 3:00pm
Unlock transformation:
Revolutionize tax

Get an exclusive sneak peek at how Aiwyn is revolutionizing tax with the first truly modern tax solution to hit the market in over 35 years.

Location: The Giant A, B,  C

3:00pm - 4:30pm
Tech talk and Sponsor Showcase

Kick off our Sponsor Showcase with a Tech Talk featuring our friends Laurel. Then, explore innovative solutions from leading technology and service providers and a chance to win prizes during our annual Sponsor Showcase raffle.

Location: Hallway in front of Giant A, B,  C


Customer Hub

Whether you've pre-scheduled time or are stopping by, meet with Aiwyn team members for personalized assistance, expert guidance, and answers to your questions about Aiwyn’s products.

Location: The Rushmore

4:30pm - 5:00pm
Closing remarks & raffle

Join us as we close out the day with a quick recap, share key takeaways, and announce today’s raffle winner. We’ll set the stage for what’s ahead in tomorrow’s sessions!

Location: The Giant A, B, C

6:30pm - 9:30pm
Evening reception 

Join us on-site at the Virgin for our night two reception! Unwind with great food, drinks, and activities as we wrap up the day together. It’s the perfect chance to connect with peers, relax, and enjoy the evening.

Thursday September 11th
7:00am - 8:00am
9/11 Memorial walk

Begin the day with a peaceful morning walk on the Trinity Strand Trail, honoring the lives lost and forever changed on September 11.

Location: Virgin Hotel Lobby

8:00am - 9:00am
Breakfast

Head down for breakfast before day 2 of Unlock begins. 

Location: The Pool Club


Customer hub

Our Customer Hub will also be open for you to schedule time with the Aiwyn team!

Location: The Rushmore

8:30am - 8:45am
Day 2 welcome

Day one was just the warm-up, let's unlock even bigger breakthroughs and make Day 2 amazing!

Location: The Giant A, B,  C

8:45am - 9:45am
The ROI of innovation:
Turning ideas into impact

Featuring Boomer Consulting

Join Mark Staut, Boomer CIO, as he unpacks how firms can turn innovation from a buzzword into measurable ROI and lead meaningful, sustainable change. 

Location: The Giant A, B, C

9:45am - 10:00am
Break
10:00am - 10:45am
Unlock growth: Accelerate Payments

Unlock insider knowledge during Payments roundtables and crack the code on streamlining processes and maximizing results.

Location: The Giant A, B, C

11:00am - 11:45am
AI-driven innovation: Transforming traditional accounting practices

Get an inside look at AI's game-changing potential as three Aiwyn AI enthusiasts share their insights, experiments, and vision for the future of accounting.

Location: The Giant A, B, C

 

Connected by design: Transform your workflows with Aiwyn Connect

Learn how Aiwyn's Connect is taking APIs, integrations, and automations from building blocks to a seamless experience where everything works together effortlessly.

Location: The Manor

12:00pm - 12:30pm
Unlock reflections:
Key insights and what's next

Join us for an intimate fireside chat where we'll reflect on key takeaways, share final insights, and send you home with  inspiration to unlock your firm's next chapter.

Location: The Giant A, B,  C

12:30pm-2pm
Grab and go lunch

Attendees can stay for lunch or for those with flights to catch, they can grab something to go. 

Location: Hallway in front of Giant A, B,  C

Customer hub

For those sticking around, our team will be available in the Customer Hub to answer your questions. Pre-schedule time or stop by after you've enjoyed lunch and some networking.

Location: The Rushmore

Register today!

Register by June 30 and save 50% with promo code EARLYBIRD2025

Tickets are $590 $295 per person