Member
Barry Melancon
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Caseware Executive Chairman & Global Chairman, Baker Tilly International
Advocacy Community
Advocacy Community
Caseware's future is shaped in partnership with the people who use our platform, lead our profession, and imagine what comes next. Our Advocacy Community brings together four distinct groups of leaders - each engaging with Caseware in a different way, at a different level, toward a shared goal: building the trusted, AI-first future of audit, assurance and financial reporting.
Global Executive Innovation Council (GEIC)
The Global Executive Innovation Council is an invitation-only think tank of visionary leaders from across the profession and technology sectors. Council members collaborate directly with Caseware's executive leadership to explore how AI, automation and analytics are redefining audit, assurance and financial reporting - and what it means to lead responsibly through that change.
GEIC is not a product forum. It exists to shape a collective point of view on the future of the profession, translating candid, high-level dialogue into thought leadership, practical insight, and a stronger standard of trust across the industry.
What the Council focuses on
- Shaping the future of AI in audit, assurance and financial reporting
- Advancing responsible, industry-wide innovation adoption
- Co-creating thought leadership that elevates the profession's global standard
- Strengthening executive partnership between Caseware and the profession's leaders
- Championing trust and integrity throughout digital transformation
Customer Advisory Board (CAB)
The Customer Advisory Board deepens collaboration with key customer organizations to directly inform Caseware's product, go-to-market and customer success strategy. Where GEIC looks toward the profession's long-term future, the CAB, in each Caseware geography, is focused on the road immediately ahead - validating our roadmap, surfacing unmet needs, and ensuring the voice of our customers shapes what we build next.
Made up of senior leaders from strategic accounts across our global regions, CAB members meet regularly throughout the year to review priorities, pilot new capabilities, and help translate customer insight into meaningful product, service and innovation outcomes.
What the CAB focuses on
- Validating roadmap direction and identifying unmet needs
- Piloting new capabilities in AI-assisted audit, automation and compliance
- Strengthening long-term partnership between Caseware and top-tier accounts
- Surfacing the regulatory and technology trends shaping the profession
Interested in joining a Customer Advisory Board in your region? Please fill in this form to learn more about CAB opportunities near you.
Customer User Groups
Caseware Customer User Groups are an open, ongoing community where customers connect directly with each other and with Caseware in their local region to share knowledge, solve real-world challenges, and get more value from the platform every day.
The Caseware User Groups are about the here and now - practical, peer-to-peer, and rooted in everyday practice.
Open to Caseware customers, the User Groups meet regularly through a mix of virtual forums, regional meetups, and in-person sessions at Caseware events - creating a space where users can learn from one another as much as from us.
What the Groups focus on
- Shaping the future of AI in audit, assurance and financial reporting
- Advancing responsible, industry-wide innovation adoption
- Co-creating thought leadership that elevates the profession's global standard
- Strengthening executive partnership between Caseware and the profession's leaders
- A direct channel to feed real-world feedback back into the product
Interested in joining a Customer User Group in your region? Please fill this form to learn more about Customer User Group opportunities near you.
The Caseware 30 Under 30 Awards
Membership of the Caseware 30 Under 30 Excellence Network begins with recognition through the Caseware 30 Under 30 Awards - an annual programme celebrating emerging professionals under 30 who are raising the bar across audit, accounting and assurance. The criteria are simple: nominees, whether self-submitted or put forward by a colleague, need only be under 30 and working in audit or accounting.
The inaugural class of honorees was recognized live at CwX North America 2026 in Fort Lauderdale, alongside the launch of Caseware Verity, Caseware's industry-first agentic platform built directly into assurance engagements. The programme's top North American honoree also received dedicated mentoring time with Barry Melancon - described as an investment in a career that money simply cannot buy. Nominations are now open for Europe and the rest of the world, with the Awards expanding into a truly global programme.
Think someone's doing extraordinary work? Nominate them. Think that someone is you? Even better.
Submit your nomination here.
30 Under 30 Excellence Network
The Caseware 30 Under 30 Excellence Network unites the profession's most promising rising talent into a standing community - one built to outlast a single night of recognition. While our 30 Under 30 Awards shine a spotlight on emerging professionals across audit, accounting and assurance, the Excellence Network gives them a lasting home to keep learning from one another, sharing perspectives, and helping shape the future of the profession together.
Launched to build on the momentum of the Caseware Verity launch, the Excellence Network reflects a simple belief: you cannot responsibly automate the profession's future without also investing, deliberately, in the people who will carry it forward. Honorees meet on a regular cadence and gain access to mentorship from senior leaders, including Barry Melancon, Chair of Caseware's Global Advisory Board and former CEO of the AICPA and CIMA/AICPA-CPA.com.
What the Excellence Network focuses on
- Discussing emerging trends across audit, accounting and assurance
- Sharing perspectives on adopting AI and agentic tools responsibly in practice
- Accessing mentorship from senior leaders, including Barry Melancon
- Help identify and evaluate nominees for future 30 Under 30 cohorts
- Contributing thought leadership content and speaking at future CwX events
