ENGAGE 2020

Jun 7, 2020 ‐ Jul 24, 2020


COVID-19 Update: ENGAGE 2020 will be 100% virtual

Join us online to meet with people who understand the challenges you can and can help you get a step ahead.

With the world evolving rapidly, you can’t miss out on ENGAGE 2020. Unpack the latest standards and regulation changes affecting your work today and in the future. All while earning up to 50 CPE credits, interacting with exhibitors, and networking with your peers – all 100% online.


Sessions

ENG20SS.01. Microsoft Teams and Microsoft 365 - presented by Dell

Jun 8, 2020 1:00pm ‐ Jun 8, 2020 1:50pm

Identification: ENG20SS.01

Operation Prerequisites : 6-10+ years in the profession

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credit Type : Communications and Marketing

Operation Level : Advanced

Operation Advanced Prep : None

Please join Dell Technologies as they host an information session with Scott Smith on modernizing your business with Microsoft Teams and M365. During these times, communication is more virtual than ever. Learn a fresh approach to managing devices, securing end points, and boosting productivity. While every team is unique, one thing that is consistent is that every team will need a variety of apps and tools to get their work done. From chat, video meetings, and calling – learn how to customize and extend your workspace.

Learning Objectives:
· Understand how Microsoft Teams can transform communication
· Understand different Microsoft 365 platforms

Learning Objectives:
  • Understand how Microsoft Teams can transform communication
  • Understand different Microsoft 365 platforms
Speaker(s):
  • Scott Smith, Business Development Manager, Disys/Microsoft
Category: Concurrent Session Online

ENG20SS.02 Adapt and Thrive with a Cloud-Based Digital Workflow - presented by Wolters Kluwer

Jun 8, 2020 1:00pm ‐ Jun 8, 2020 1:50pm

Identification: ENG20SS.02

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Prerequisites : 1-2 Years in the Profession

Operation Credit Type : Information Technology

Operation Level : Basic

Operation Advanced Prep : None



Client and staff needs have changed dramatically in the last few months, leaving many accounting firms scrambling to adjust. Fortunately, digital workflow technologies are already helping firms work and collaborate remotely, without sacrificing efficiency. This 50-minute solution session will cover:

  • Keeping staff productive and engaged, even when they aren't in the office
  • Staying top-of-mind with clients by adding value during stressful times
  • Adapting to the unexpected, and transforming through innovation


Learning Objectives:
· Identify key technologies enabling remote work for accounting firms
· Understand strategies that help firms meet shifting client expectations

Learning Objectives:
  • Identify key technologies enabling remote work for accounting firms
  • Understand strategies that help firms meet shifting client expectations
Speaker(s):
  • Jim McGinnis, EVP & General Manager, Wolters Kluwer
  • Cathy Rowe, CPA, CA, Director, Product Management Accounting & Audit, Wolters Kluwer
Category: Concurrent Session Online

ENG201.01. Common Questions from Clients amid the Pandemic

Jun 8, 2020 2:00pm ‐ Jun 8, 2020 2:50pm

Identification: ENG201.01

Operation Prerequisites : 3-5 Years in the Profession

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credit Type : Specialized Knowledge

Operation Level : Intermediate

Operation Advanced Prep : None

Operation Sale : 1

Operation Archive : 1

Clients are looking to their CPA financial planners for answers. They are asking about their investments, the market, volatility, and tax planning opportunities, as well as other financial planning concerns. You will hear from two CPA financial planners who will share effective communication techniques when dealing with clients during a crisis, as well as how they respond to the common questions clients are asking.

Learning Objectives:
· Learn communication techniques to help clients deal with the stress from the pandemic.
· Understand how to discuss investment planning in a volatile market with your clients.
· Discuss tax planning opportunities related to the Cares Act.

Learning Objectives:
  • Learn communication techniques to help clients deal with the stress from the pandemic.
  • Understand how to discuss investment planning in a volatile market with your clients.
  • Discuss tax planning opportunities related to the Cares Act.
Speaker(s):
  • Dave Stolz, CPA, PFS, President, Stolz and Associates
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished) Nominee, President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC

ENG201.02. AICPA Trust, Estate and Gift Tax Technical Resource Panel Update and Q&A

Jun 8, 2020 2:00pm ‐ Jun 8, 2020 2:50pm

Identification: ENG201.02

Operation Credit Type : Tax

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Polling : 1

This discussion covers AICPA tax advocacy efforts regarding legislative and regulatory proposals and developments in trust, estate and gift tax, including updates related to tax guidance for the Coronavirus pandemic, CARES Act, and the Secure Act.

The AICPA Trust, Estate and Gift Tax Technical Resource Panel (TRP) of experts will answer questions about the latest developments. Attendees will have the opportunity to exchange ideas with the TRP representatives and their conference peers.

Learning Objectives:
· Learn about various legislative and regulatory proposals and the potential impact on one's practice in the trust, estate and gift tax areas.
· Become familiar with the latest developments and emerging issues in the trust, estate and gift tax areas
· Learn what the AICPA is advocating for members with the IRS, Treasury and Congress in the trust, estate and gift tax areas

Learning Objectives:
  • Learn about various legislative and regulatory proposals and the potential impact on one's practice in the trust, estate and gift tax areas.
  • Become familiar with the latest developments and emerging issues in the trust, estate and gift tax areas
  • Learn what the AICPA is advocating for members with the IRS, Treasury and Congress in the trust, estate and gift tax areas
Speaker(s):
  • Eileen Sherr, CPA, CGMA, MT, Senior Manager, Association of International Certified Professional Accountants
  • Ted Batson, J.D., M.B.A, CPA, Partner/Tax Counsel, CapinCrouse LLP
  • Ms Mary Kay Foss, CPA, CPA, Mary Kay Foss CPA
  • Brian T. Whitlock, CPA/JD/LLM, Attorney at Law, Brian T. Whitlock, P.C.

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators

Jun 8, 2020 3:00pm ‐ Jun 8, 2020 3:50pm

Identification: ENG201.03

Operation Prerequisites : 1-2 Years in the Profession

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credit Type : Computer Software & Applications

Operation Level : Basic

Operation Advanced Prep : None

Operation Sale : 1

Operation Archive : 1

The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator three years ago with a focus on FinTech and EdTech solutions. Its purpose is to foster innovation and bring emerging technologies to the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric service. In this session, you will hear about trends in FinTech developments and see the 4 startup companies that make up the 2020 cohort. These solutions have a leading role in a diverse range of categories including: crypto-asset management, financial impacts of climate change, accounting task automation and cash flow management.

Learning Objectives:
· Discover trends in FinTech that are impacting the profession and your role
· Hear from the front lines of designing new tech for business
· Learn about the 4 startups that are members of the third cohort of the Association and CPA.com Startup Accelerator
· Get inspired to rethink how you can leverage emerging technologies to be ahead of mass adoption

Learning Objectives:
  • Discover trends in FinTech that are impacting the profession and your role
  • Hear from the front lines of designing new tech for business
  • Learn about the 4 startups that are members of the third cohort of the Association and CPA.com Startup Accelerator
  • Get inspired to rethink how you can leverage emerging technologies to be ahead of mass adoption
Speaker(s):

ENG201.04. Preparing your Practice for the Tax Revolution

Jun 8, 2020 3:00pm ‐ Jun 8, 2020 3:50pm

Identification: ENG201.04

Operation Minutes : 50

Operation Credits : 1

Operation Credit Type : Tax

Operation Level : Basic

Operation Advanced Prep : None

Operation Prerequisites : 1-2 Years in the Profession

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Sale : 1

Operation Archive : 1



How is your practice preparing for tomorrow? Adding the latest technology isn’t enough anymore. The tax profession is evolving in many aspects and at a rapid pace. Join us for an interactive discussion on changes being driven by tax law changes, staff, clients, competitors and technology. Learn how your practice will be impacted and the AICPA resources available to help your business evolve.

Learning Objectives:
· Understand the challenges involved with a changing tax landscape.
· Identify tax planning opportunities for a more productive and efficient practice.

Learning Objectives:
  • Understand the challenges involved with a changing tax landscape.
  • Identify tax planning opportunities for a more productive and efficient practice.
Speaker(s):
  • Cari Weston, CPA, CGMA, Director - Tax Practice & Ethics, AICPA
  • April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA

ENG20SS.03. Murder Hornets? Securing Your Firm Amidst the Next Wave of (Cyber) Attacks - presented by Right Networks

Jun 9, 2020 1:00pm ‐ Jun 9, 2020 1:50pm

Identification: ENG20SS.03

Operation Credit Type : Information Technology

Operation Level : Basic

Operation Prerequisites : 1-2 Years in the Profession

Operation Advanced Prep : None

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Sale : 1

Operation Archive : 1

Hornets? Hackers? Cybersecurity?  Roman will be presenting the latest cybersecurity threats that CPA Firms are facing and what your firm can do to remediate the threat .  He will also lay the groundwork for your firm's security briefing. This session will cover:

  • Cyberthieves have united to take on every size firm - learn about the latest digital threats to your livelihood.
  • Cybersecurity-It's the law; learn about the legal obligation your firm has regarding securing client data.
  • Did COVID "Work From Home" expose your firm in ways you never considered? Discuss steps to remediate-now!
  • Identify what you can do to protect your firm by diving into our updated CPA Firm Security Checklist


Learning Objectives:
· Understand the key security threats and available remediation solutions.
· Walk through the AICPA's security checklist, so you know what you need to know!

Learning Objectives:
  • Understand the key security threats and available remediation solutions.
  • Walk through the AICPA's security checklist, so you know what you need to know!
Speaker(s):
  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks
Category: Concurrent Session Online

ENG20SS.04. Better Together - presented by Intuit

Jun 9, 2020 1:00pm ‐ Jun 9, 2020 1:50pm

Identification: ENG20SS.04

Operation Prerequisites : 1-2 Years in the Profession

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credit Type : Taxes

Operation Level : Basic

Operation Advanced Prep : None

Operation Sale : 1

Operation Archive : 1

The Intuit ecosystem is growing to accommodate more tools and accelerated capabilities, continuing to highlight Intuit as a trusted partner for professionals and firms all over the world.  The role of the professional continues to evolve rapidly as technology and data are enabling automation while providing deeper insights to help clients achieve their goals.  These shifts are key enablers to reducing time spent on compliance work and to enable more effective and efficient advisory services, and the transition requires us to work together to leverage the collective wisdom and knowledge of the professional, tax and accounting software providers, and third parties to deliver solutions that help firms and their clients prosper today and in the future. 

Learning Objectives:
· Drive awareness of resources and tools available to tax and accounting professionals to help their clients navigate these difficult times
· Provide an overview of the solutions we are providing to help firms more effectively and efficiently meet their clients' needs.

Learning Objectives:
  • Drive awareness of resources and tools available to tax and accounting professionals to help their clients navigate these difficult times
  • Provide an overview of the solutions we are providing to help firms more effectively and efficiently meet their clients' needs.
Speaker(s):
Category: Concurrent Session Online

ENG201.05. Implications of Blockchain and Crypto Assets to Your Practice

Jun 9, 2020 2:00pm ‐ Jun 9, 2020 2:50pm

Identification: ENG201.05

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Prerequisites : 1-2 Years in the Profession

Operation Credit Type : Business Management & Organization

Operation Level : Overview

Operation Advanced Prep : None

With approximately 10% of US taxpayers owning crypto currencies and as the use of blockchain technology, in general, becomes more widespread, it stands to reason this emerging technology will have a significant impact on businesses and accounting firms worldwide. Join us as we discuss the fundamental concepts in blockchain, the implications of the current operating environment on blockchain adoption, how firms can position themselves for the advisory opportunities being created by blockchain technology and the latest on how firms are helping clients comply with virtual currency tax preparation.

Learning Objectives:
· Understand the key components of blockchain and discuss use cases and their impact on the accounting profession
· Discuss the evolution of audit
· Gain insight into the latest developments in crypto asset tax
· Recognize the unique challenges of crypto tax accounting and how to guide clients
· Leverage crypto tax preparation tools to aggregate client transaction data and calculate capital gains and losses

Learning Objectives:
  • Understand the key components of blockchain and discuss use cases and their impact on the accounting profession
  • Discuss the evolution of audit
  • Gain insight into the latest developments in crypto asset tax
  • Recognize the unique challenges of crypto tax accounting and how to guide clients
  • Leverage crypto tax preparation tools to aggregate client transaction data and calculate capital gains and losses
Speaker(s):

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times

Jun 9, 2020 2:00pm ‐ Jun 9, 2020 2:50pm

Identification: ENG201.06

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credit Type : Business Management & Organization

Operation Level : Intermediate

Operation Advanced Prep : None

Operation Prerequisites : 3-5 Years in the Profession

Operation Sale : 1

Operation Archive : 1

While disruption fuels innovation, it also creates great uncertainty. This session explores what it takes to be an adaptive leader, inspire and invest in people, and drives short-term and long-term results while navigating uncertainty.

Learning Objectives:
· Identify the top 5 attributes of adaptive leaders and how to apply them in your own business
· Recognize 4 ways to inspire and invest in your team to drive results
· Determine 3 strategies for harnessing disruption to deliver results

Learning Objectives:
  • Identify the top 5 attributes of adaptive leaders and how to apply them in your own business
  • Recognize 4 ways to inspire and invest in your team to drive results
  • Determine 3 strategies for harnessing disruption to deliver results
Speaker(s):
  • Clar Rosso, MA, Executive Vice President - Engagement & Learning Innovation, AICPA & CIMA
  • Gretchen Pisano, PCC, MAPP, CEO, pLink Leadership
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