Thumbnail for CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)

CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)

$37900
Standard Price

This includes sessions from: CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)

Products

  • Thumbnail for Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser
    Identification
    ENG19VCC2
    Date
    June 11, 2019

    Advising your clients on their plans for retirement is more than just setting aside money in an IRA. Find out how to guide them through the important conversations about retirement plans including unique ways to save on taxes, attracting and retaining quality talent, and meeting fiduciary requirements. As your business clients’ most trusted advisor, you are well positioned to help guide them toward a dignified retirement.

    Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.

    1. Review current state of retirement readiness and the regulatory environment.
    2. Compare features and options to maximize savings potential.        
    3. Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security.

    Speaker

    Speaker Image for Matthew Brock
    Direct Sales Manager, Paychex
    $4900
    Standard Price
  • Thumbnail for Professional Firm Management: What Does This Partnership Look Like?
    Identification
    FMA19ER01
    Date
    June 11, 2019

    A dynamic duo – the Managing Partner and Firm Manager! When do you need a Firm Manager? Once you have the partnership in place, how do you work together most effectively to benefit the Firm? Who does what and how? Come learn from one firm’s story. You will gain insight on when to hire and how an effective relationship can propel your Firm forward.

    Learning Objectives:

    1. When to hire a Firm Manager?
    2. How an effective partnership between the Managing Partner and Firm Manager can benefit and grow the Firm.

    Speakers

    Speaker Image for Jane Johnson
    Jane Johnson, MBA, PAFM, ACMPE
    CPAFMA Chair, Principal/Firm Administrator, Grimbleby Coleman CPAs
    Speaker Image for Clive Grimbleby
    Clive Grimbleby, CPA, MBA
    President , Grimbleby Coleman CPAs
    $4900
    Standard Price
  • Thumbnail for Changes in How Learning is Done
    Identification
    FMA19ER02
    Date
    June 11, 2019

    Learning is a vital part of developing, retaining and growing our firms. We will discuss how the changes around us are impacting how we learn and discuss ways to adapt. We will feature firms’ successes in this area.

    Learning Objectives:

    1. Review the science behind how we learn.
    2. Discuss the impact of technology changes Identify ways to become a self-directed learner Describe best practices of learning.

    Speaker

    Speaker Image for JoAnn Labbie
    Team Development Strategist , CLO
    $4900
    Standard Price
  • Thumbnail for Creating a Pathway for Your Technical People to Transform Into Advisors
    Identification
    FMA1901
    Date
    June 11, 2019

    At a time when technology is automating much of the compliance function, globalization is delivering talent at pennies on the dollar, it is time for every CPA, not just the business development CPA, to do a better job of living up to our profession’s mantra of being our clients Most Trusted Business Advisor. It no longer is enough just to deliver information about the past. We need to help our clients consider their past, their trends, their key operating statistics and use that information to help them bridge their organization's and themselves into a better, more profitable and sustainable future. This session centers on augmenting and/or refining the skills required to effectively deliver future focused facilitative/advisory services.

    Learning Objectives:

    1. Learn how to move from being an Expert to an Advisor,
    2. How to ask the kind of open-ended questions that promote the client expounding on issues beyond traditional accounting problems,
    3. Improve your listening and communication skills,
    4. Understand how to act in the role of your client’s general contractor, and much more.

    Speaker

    Speaker Image for William Reeb
    CEO, Succession Institute
    $4900
    Standard Price
  • Thumbnail for Engaging All Generations in the Firm's Future
    Identification
    FMA1903
    Date
    June 11, 2019

    As much as we’d like everyone to fit the same mold, the inescapable fact is that multiple workplace generations create multiple perspectives.  Differences in views on flexibility in location, career path, schedule, and work style have created a very diverse workplace.  The firm that can engage multiple generations and meet their needs will attract a wealth of eager applicants, foster a more productive environment and have a great pool of experiences, perspectives and talent to draw on. In this session, Jeremy will share how to find and tap into the potential of each generation so you can engage all generations in dealing with the changing landscape of modern business.

    Learning Objectives:

    1. Understand the foundations of beliefs for the generations in firms today.
    2. Explain best practices for engaging multiple generations for firm growth.

    Speaker

    Speaker Image for Jeremy Clopton
    Director, Upstream Academy
    $4900
    Standard Price
  • Thumbnail for Information Security Exposures and Mitigation of Loss
    Identification
    FMA19NL01
    Date
    June 11, 2019

    Personal information (social security numbers, credit card numbers, bank account numbers, even name and address) has become a leading target of cyber criminals. With your client's personal information in your possession, understanding your exposure and taking the appropriate steps to mitigate your liability is essential. Stephen Vono of McGowanPRO will be explaining the accounting firm’s role and responsibility in keeping client data safe and how to protect your firm from financial loss arising from information security exposures. Stephen will discuss what is and isn’t covered under your professional liability policy and how an employee dishonesty policy and cyber liability policy will fill in the gaps.

    Learning Objectives:

    1. Understand your exposure to financial loss due to loss of client information.
    2. Learn best practices and procedures to lower your exposure to loss of client information.

    Speaker

    Speaker Image for Rob Ferrini
    Senior VP, McGowanPRO
    $4900
    Standard Price
  • Thumbnail for IT Compatibility
    Identification
    FMA19NL02
    Date
    June 11, 2019

    Discuss what to look for in Information Technology compatibility when firms are considering an acquisition or merger.

    Learning Objectives:

    1. Learn effective ways to ensure success from an IT perspective when merging or acquiring another practice
    2. Best practices in combining the IT components in M&A.

    Speaker

    Speaker Image for Roman Kepczyk
    Director of Firm Technology Strategy, Rightworks, LLC
    $4900
    Standard Price
  • Thumbnail for Collaboration: The New, Old Skill You’ll Need to Succeed
    Identification
    FMA19NL03
    Date
    June 11, 2019

    With the rise of cloud platforms, increased compute power, and machine learning, the future of Finance will rely heavily on being able to work across the organization to drive better decision making that leans on data combined with judgement.

    Speaker

    Speaker Image for Kerman Lau
    VP, Finance, Workday
    $4900
    Standard Price
  • Thumbnail for New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST)
    Identification
    ENG1914
    Date
    June 11, 2019

    You’re a great client service accountant and now you’ve been asked to run your firm. Don’t worry there are many tools already available and no reason for you to recreate the wheel in regard to managing your firm! This session will provide a brief over view of the different aspects of running a practice and provide an overview of tools already available in the Firm in Motion toolkit for designing pay for performance bonus plans, creating partner succession plans, legal and risk management, employee engagement, firm IT issues, space planning transitions etc.

    Learning objectives:

    1. Obtain an overview of some of the many aspects of managing an accounting firm.
    2. Become aware of firm management tools already available that can be customized to your firm and culture.
    3. Increase awareness of risks to your firm and resources and partners available to address them.

    Speakers

    Speaker Image for Stacey Hekkert
    President & Managing Partner, Anton Collins Mitchell LLP
    Speaker Image for George Forsythe
    Managing Partner, WellsColeman
    $4900
    Standard Price
  • Thumbnail for Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen?
    Identification
    FMA1905
    Date
    June 11, 2019

    Firm managers should attend this session to learn how to read communication and behavioral signs of their partners so they can work more collaboratively with them. We will also discuss setting expectations and defining and success measures.

    Learning Objectives:

    1. You can expect to learn how to read your partners communication preferences. 
    2. You will walk away with a working document indicating key tasks or projects in which both of you will lean in and assign roles and responsibilities.

    Speaker

    Speaker Image for Rachel Anevski
    Rachel L. Anevski, SHRM-CP PHR
    President & CEO, Matters of Management, LLC
    $4900
    Standard Price
  • Thumbnail for Stop Overworking Prep, Comp, Review
    Identification
    ENG19VCC3
    Date
    June 12, 2019

    In this chat, we will dig into reasons firms tend to overwork prep, comp and review engagements along with some strategies and technology that can help get your firm delivering high quality financial statement services as efficiently as possible.

    Objectives:

    1. Identify places where you might be overworking engagements.
    2. Identify action steps to take to better balance quality and efficiency in these engagements.

    Speakers

    Speaker Image for Matt Towers
    Product Lead, Assurance, CPA.com
    Speaker Image for Tyler Anderson
    Manager of Audit Innovation, Accountability Plus
    $4900
    Standard Price
  • Thumbnail for Reimagine
    Identification
    ENG19K02
    Date
    June 12, 2019

    The digital era has brought about a blistering pace of change that’s only getting faster. It’s rapidly resetting consumer expectations and challenging organizations to disrupt themselves to remain relevant. And it’s bringing enormous opportunity for the accounting profession. To lead our clients and employers through these increasingly volatile times, we must open ourselves to new possibilities – reimagining the services and skills we offer to keep the profession vital and relevant well into the future.

    You’ll learn:

    1. The latest trends reshaping the accounting profession.
    2. How technology can enable us to enhance quality in existing service areas, and provide opportunity in new service areas our clients and businesses increasingly demand.
    3. How to evolve our skillsets to remain trusted advisors in an increasingly digital world.

    Speakers

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for William Reeb
    CEO, Succession Institute
    $4900
    Standard Price
  • Thumbnail for AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE)
    $4900
    Standard Price
  • Thumbnail for Email Extinguisher: Simple Steps to Shrink the Inbox
    Identification
    FMA1911
    Date
    June 12, 2019

    Do you have an inbox full of emails and don't know where to start? Do you use your inbox as your task list? Get the tools you need to break out of email jail. This session focuses on email behaviors and shortcuts for G Suite and Outlook users.

    'I’ve seen major improvements in the last month after attending Email Extinguisher. I left feeling validated with tangible tools to help improve my day-to-day work. The workshop felt like church to me, saying “amen” and “Hallelujah” after each statement.' T. M. Senior Clinical Trial Manager, Vertex Pharmaceuticals.

    Learning Objectives:

    1. Overcome email anxiety and addiction.
    2. Shrink your inbox with rules, filters, and newsletter organization.
    3. Communicate effectively to shut down with Inbox Zero.

    Speaker

    Speaker Image for Marcey Rader
    Productivity Speaker, RaderCo
    $4900
    Standard Price
  • Thumbnail for The Alien Invasion: Non CPAs in Our CPA World
    Identification
    FMA1912
    Date
    June 12, 2019

    If you thought the world of talent development was complicated before, we are reaching new heights of complexity today as we are front and center to the alien invasion of non-cpas entering our space. In this session we will unwind the complex, and move you and your firm to a talent advantage. Don't worry about this change in our world, get excited about the prospects that are ahead of you and develop an action plan for your return home.

    Learning Objectives:

    1. You will identify the mindset needed to take advantage of new talent that will make your firm amazing.
    2. ou will develop a specific action plan for your return home including strategy and accountability.

    Speaker

    Speaker Image for Sandra Wiley
    Sandra L. Wiley, SPHR, PHR
    President, Boomer Consulting, Inc.
    $4900
    Standard Price

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