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 firstname.lastname@example.org 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.
It is the year of major tax reform and your clients have a million questions. Don't give away the most valuable thing you do - advising! It’s time to make the transition from tax return preparation to future-facing advisory services, with the tax return as the bi-product. Set up your appointments differently, staff those appointments differently. Ask yourself: Is the fee you receive for the tax return or for the client’s engagement with you?
1. Explore ways in which your tax expertise gives you the credibility to expand the financial discussion with clients
2. Learn how to use the tax return as a launching point for additional services
3. Learn how digital tools can open the door to a year-round relationship with your tax clientsSpeaker(s):
We know the future includes harnessing the power of data analytics, but what tools exist to help us do that? This is an area of emerging applications and use cases. Join this session to get insight on what is available and ideas on ways to leverage them throughout your practice.Speaker(s):
There are benefits as well as challenges to incorporating a remote workforce. Building and leading a virtual team requires a varied skill set and techniques. To prepare for your future readiness master a strategy for maintaining collaboration, knowledge sharing and firm culture while offering flexibility of schedules and work environments.Speaker(s):
Dashboards help you to effectively communicate complex financial data into meaningful visualizations, revealing key performance indicators (KPIs) and insights to clients. Leaving accounting jargon behind, offering you customization, and standardization, of metrics and faster tracking of data making you more valuable to your clients. There are multiple tools and ways to build and leverage dashboards are part of your service; join this session to hear of options and get inspired on ways to put them to in your client interactions.
Today everyone needs systems and procedures in place to maintain cybersecurity. Firms are continually enhancing these procedures within their own firm, but many of your clients are not. In this session, hear a checklist of items you should be monitoring in your business, and how firms are turning this knowledge into reporting services for clients. Most security breaches are by the end user; learn of ways you can stay and help your clients' businesses.Speaker(s):
Technology has been automating attest and assurance engagements over the last decade, but the procedures have stayed the same. In this digital age we are now seeing tools employed such that a whole new way of performing preps, comps and reviews are performed; it is not just digitizing, but transforming. Take this opportunity to learn what is happening and what is possible going forward.Speaker(s):
Effectively managing the client relationship requires higher levels of team collaboration and mandates holistic approaches to “helping” clients. Learn how to build a cross-functional service team that works between engagements and jobs to create superior client experiences. By building a strong team who understand their roles in owning the client experience, CPAs can become better business advisors and deliver more value. Add client-centric technology to the formula and you can create a brand differentiated position in your market.
In this session, you’ll learn
This session will include table break-outs that encourage attendees to identify next steps and overcome hurdles of becoming stronger advisory organizations.Speaker(s):
It seems everyone is talking about Blockchain and the possible implications, but what can we do with it really? CPA.com hosted a Blockchain Symposium, bringing 60 leaders from across the country together to discuss this question. Join this session to get the latest on Blockchain, and emerging use cases.Speaker(s):
In his presentation Allan Koltin will explore items such as culture, change, technology, innovation, and leadership and share how firms have successfully dealt with these areas as part of a successful merger. His belief, based on 30 years of consulting firms through mergers, is that firms too often focus on the numbers (deal value) and don’t spend the necessary time and discussion on the areas that ultimately impact the success or failure of the merger.
In this session:
Mergers can be an effective way to add niche markets to your practice or additional services, but only if the right match is found and merged in effectively. Learn from a leader in this area to gain effective strategies.Speaker(s):
The most successful CPA firms have an eye to the future, action and momentum; they are becoming future ready. Join Erik Asgeirsson as he provides his annual update on emerging topics for digital CPAs, shares transformative technologies, and highlights success stories from around community.Speaker(s):