Digital CPA Conference 2018

Dec 3, 2018 ‐ Dec 5, 2018

2018 will be the 7th annual Digital CPA Conference. The curriculum has classes for those who are just starting their digital journey, and those who have begun the transformation.

This conference is committed to providing attendees an event to engage with like-minded peers anticipating and preparing for future trends. Many past attendees have noted how willing this community is to share their successes and failures with one another, so they can achieve their own success faster. This event is also supported by many of the profession’s top thought leaders.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from the conference: Digital CPA Conference 2018

Sessions Included:

Profession Update (Dec 04, 2018 08:00 AM)

Traversing the Spectrum of CAS Offerings (Dec 04, 2018 09:00 AM)

Building Your Tech Stack When New is Constantly Emerging (Dec 04, 2018 09:00 AM)

Data Scientist, Data Analyst: Their Role in the Future-Ready Firm (Dec 04, 2018 09:00 AM)

Converting Associates to Advisors (Dec 04, 2018 10:35 AM)

Stop Giving Away Your Greatest Value (Dec 04, 2018 10:35 AM)

Getting Under the Hood of AI (Dec 04, 2018 10:35 AM)

Auditing in the Future: Virtual, Dynamic, Transforming (Dec 04, 2018 10:35 AM)

CFO Services 101 (Dec 04, 2018 11:35 AM)

Expanding Your Role in the Lives of Your Tax Clients (Dec 04, 2018 11:35 AM)

Hot Apps for Data Analytics (Dec 04, 2018 11:35 AM)

Managing Virtual Work Teams (Dec 04, 2018 11:35 AM)

Telling the Story through Financial Dashboards (Dec 04, 2018 01:30 PM)

Cybersecurity: Prevention or Service? (Dec 04, 2018 01:30 PM)

Transforming, Not Digitizing Preps, Comps & Reviews (Dec 04, 2018 01:30 PM)

Effective Service Teamwork and Client-centric Technology = Great Client Experiences (Dec 04, 2018 03:15 PM)

Blockchain: What Can We Do With It? (Dec 04, 2018 03:15 PM)

Strategies to Deal with the Challenges of Successful Mergers - Before, During, and After the Deal Discussions (Dec 04, 2018 03:15 PM)

Digital CPA Update (Dec 05, 2018 08:00 AM)

Continuous Quest to Streamline Processes (Dec 05, 2018 09:00 AM)

Client Assessments are Optional, Right? (Dec 05, 2018 09:00 AM)

Understanding Strategic Growth Options (Dec 05, 2018 10:10 AM)

Market Demand Created by the Wayfair Decision (Dec 05, 2018 10:10 AM)

The Right Staffing Model for Your Outsourced Accounting Practice (Dec 05, 2018 10:10 AM)

Climbing the Value Ladder: Converting from Legacy Business Model (Dec 05, 2018 10:10 AM)

Standard: $379.00


Wake of the Wayfair Decision: Time to Build a Sales and Use Tax Practice

Dec 3, 2018 8:00am ‐ Dec 3, 2018 10:45am

Identification: DCA18201

The Supreme Court decision of South Dakota vs Wayfair has changed the landscape around sales & use tax, determining that states can broadly require businesses to collect and remit sales tax even if they lack physical presence in the state. In response, states are creating new regulations for sales tax that can impact any business that sell remotely. When you consider the thousands of state-level jurisdictions, as well as the volume of changing rates each year, it is easy to understand why this is so complex for your business clients. However, this creates an emerging business opportunity that is advisory in nature, profitable, and strategic for accounting firms. Drawing upon’s expertise in helping firms build CAS practices, we have put together an interactive session designed to help firms begin to lay the foundation for a technology driven sales and use tax practice to take advantage of the transforming landscape and increasing client demand for guidance around sales & use tax compliance. During this 3-hour interactive, pre-conference workshop, we will dive into:

  • The ramifications of the Wayfair ruling
  • The landscape of Sales and Use Tax after the Wayfair Decision
  • The beginnings on how to successfully build a Sales and Use Tax Compliance practice

Learning Objectives:

  • Gain essential knowledge on the changing landscape of sales and use tax
  • Learn of tools to begin building a growing practice area
  • Hear how to start or grow sales and use tax compliance services

Tags: Technical
Standard: $79.00

Profession Update iconProfession Update

Preview Available

Profession Update

Dec 4, 2018 8:00am ‐ Dec 4, 2018 8:50am

Identification: DCA1804

Barry C. Melancon, CPA, CGMA, CEO of the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change for the accounting profession.

Tags: Leadership
Standard: $49.00

Traversing the Spectrum of CAS Offerings

Dec 4, 2018 9:00am ‐ Dec 4, 2018 10:15am

Identification: DCA1805

Client Accounting Advisory Services (CAS) encompass a wide and varied spectrum of services. Many firms start by transforming traditional, after the fact accounting services to business process outsourcing (BPO), but how and what to include next can be a challenging decision. A panel of practitioners that have spanned the spectrum of CAS will share:

  • How to differentiate the offering to clients
  • Decision points to consider
  • How to transition from 1 level of service to the next.

Bring your questions and join the conversation to clarify where you want your CAS practice in 1, 3, 5 years.

Tags: Business
Standard: $49.00

Building Your Tech Stack When New is Constantly Emerging

Dec 4, 2018 9:00am ‐ Dec 4, 2018 10:15am

Identification: DCA1806

In this digital age of emerging technology, how is a practitioner to able to stay aware, have the best tools, and not constantly change your software? In this session, you will receive tactics for building a technology suite of software to gain standardization, integration and leverage powerful emerging solutions. Learn strategies to stay aware of new technology and how to find the right tool for your needs.

  • Aaron Berson, CPA, Managing Director of VRTL, Gettry Marcus CPA P.C.
Tags: Technical
Standard: $49.00

Data Scientist, Data Analyst: Their Role in the Future-Ready Firm

Dec 4, 2018 9:00am ‐ Dec 4, 2018 10:15am

Identification: DCA1808

We’ve all heard about how data analytics are going to totally change the accounting profession.  Unfortunately, for most of us, we listen to the presentation about sweeping changes and then we go back to work doing what we’ve always done.  In this session, we’ll take you from the realm of the theoretical to the practical.  We’ll discuss specific steps you can take to begin adding data analytics capabilities to your existing practice and create new high-value service offerings.  We’ll cover the service offerings themselves, how to price engagements, and how to find the right talent to deliver something that is not part of the traditional accountant’s skillset.

Tags: Leadership
Standard: $49.00

Converting Associates to Advisors

Dec 4, 2018 10:35am ‐ Dec 4, 2018 11:25am

Identification: DCA1809

Digital CPAs know the importance of being real advisors to their clients; they also know this requires additional skills. Not everyone in your firm may serve as advisors, but many just need to the tools to become one. Join this session to hear:

  • How to identify staff with the potential
  • Training to offer them to foster that potential
  • How to define their role
  • How to expectations change as they develop into advisors to clients.

Find the potential in your team, or staffing candidates, to help you deliver on the Trusted Business Advisor promise.

Tags: Leadership
Standard: $49.00

Stop Giving Away Your Greatest Value

Dec 4, 2018 10:35am ‐ Dec 4, 2018 11:25am

Identification: DCA1810

One of the biggest challenges is starting to charge clients for the free advice you have been providing. When you have been giving it away for free (be in in tax prep services, accounting or auditing) now it is time to charge for your worth. This conversation takes finesse to Differentiate the service, Internally and Externally. How do you get your clients that have benefited from this advice be your referral marketing.

Tags: Business
Standard: $49.00

Getting Under the Hood of AI iconGetting Under the Hood of AI

Preview Available

Getting Under the Hood of AI

Dec 4, 2018 10:35am ‐ Dec 4, 2018 11:25am

Identification: DCA1811

Are you the type of person that needs to understand how something works tb able to envision how to use it, or you are just curious how technology works? With technology getting more intricate this getting harder to know all the innerworkings, but in this session you will get an overview of what Artificial Intelligence is doing and how it functions. This way we don't need to fear it reducing our value, but imagine how it will augment your talents. This is why some say AI should stand for Augmented Intelligence, not artificial.

Tags: Technical
Standard: $49.00

Auditing in the Future: Virtual, Dynamic, Transforming

Dec 4, 2018 10:35am ‐ Dec 4, 2018 11:25am

Identification: DCA1812

Auditing in the future will look vastly different than it does today, yet we are already seeing technology transform procedures. From virtual auditing to access to complete data sets, the process is going through a transformation. In this session, come discuss how auditing is not evolving, but transforming, and the implications this has on tools, and processes.

  • Brian C. Fox, CPA, President & Founder,
  • Alan Anderson, CPA, Owner, Account-ability Plus
  • Steven Ursillo, CPA, CISA, CISSP, CCSFP, Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert LLP
Tags: Technical
Standard: $49.00

CFO Services 101 iconCFO Services 101

Preview Available

CFO Services 101

Dec 4, 2018 11:35am ‐ Dec 4, 2018 12:25pm

Identification: DCA1813

Businesses have a need for a qualified CFO, yet not all can afford, or even find a quality candidate. This is where the opportunity exists for firms to market CFO Services, but...

  • How do you describe this service? What might the deliverables look like?
  • Which staff perform this engagement? How many hours do they need to commit?
  • How do you make it scalable and repeatable to ensure your profitability?

Join this session to hear from a practitioner delivering these services and get the ideas on how to capitalize on the opportunity for your firm.

Tags: Business
Standard: $49.00