ENGAGE 2020

Jul 24, 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.


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 adaaccessibility@aicpa-cima.com 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 ENGAGE 2020:

  • Advanced Accounting and Auditing 2020
  • Advanced Estate Planning 2020
  • Advanced Personal Financial Planning 2020
  • EDGE Career Development 2020
  • Finance Redefined Track 2020
  • Practitioners Symposium and TECH+ Conference 2020
  • Tax Strategies for the High-Income Individual 2020

Sessions Included:

EDG2010. EDGE KEYNOTE: The Three Ts of Leadership: Truth, Trust and Transparency (Jul 24, 2020 01:25 PM)

EST2010. Grantor Trusts - The Key Rules and the Useful Tools (Jul 21, 2020 11:00 AM)

EDG2006. Overcoming Overwhelm (with Strategic Time Management) (Jul 23, 2020 01:25 PM)

EDG2003. The Future Of Work Is Here, Now How Do We Manage it? (Jul 22, 2020 04:15 PM)

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 04:15 PM)

EDG2004. EDGE KEYNOTE: Break the Dependence (Jul 23, 2020 11:00 AM)

EDG2007. The Art of Saying No (Jul 23, 2020 02:30 PM)

EDG2008. Developing a Culture of Ownership and Accountability (Jul 24, 2020 11:00 AM)

PFP2012. Interest Rates & Planning: What You Need to Know (Jul 21, 2020 11:00 AM)

PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic! (Jul 20, 2020 03:50 PM)

EDG2001. The Resilience Revelation (Jul 22, 2020 01:50 PM)

EDG2012. Balancing Leadership & Likeability (Jul 24, 2020 03:50 PM)

PFP2016. Factor Investing: Simple, but Not Easy (Jul 21, 2020 01:25 PM)

EDG2002. Making the Jump From Technician to Adviser (Jul 22, 2020 02:55 PM)

EDG2009. Be a Boss (Without Being a Jerk) (Jul 24, 2020 12:05 PM)

PFP2006. Multi-generational Wealth Transfer: Strategies for Sustaining Growth (Jul 20, 2020 01:25 PM)

NAA2012. 2020 Accounting and Review Services Committee Update (Jul 21, 2020 01:25 PM)

EDG2005. I Dare You to Dream (Jul 23, 2020 12:05 PM)

PST2023. How Small Tax Firms Use MS Teams for Internal and Client Collaboration (Jul 24, 2020 12:05 PM)

NAA2011. ASC 842, Leases - Challenges with Implementation (Jul 21, 2020 12:05 PM)

NAA2004. Applying Professional Skepticism in Today's Audits (Jul 20, 2020 01:25 PM)

PST2008. Business Continuity - Lessons Learned from Dealing with the COVID-19 Pandemic (Jul 23, 2020 12:05 PM)

NAA2010. Audit Evidence - Modernizing Auditing Standards (Jul 21, 2020 12:05 PM)

NAA2002. Auditing and Attest Standards Update (Jul 20, 2020 12:05 PM)

NAA2006. Audit Sampling - It's Not Rocket Science (Jul 20, 2020 02:30 PM)

NAA2016. FAQs - Accounting, Auditing, Compilation, Reviews (Jul 21, 2020 03:50 PM)

NAA2017. Audit Strategies for Better Efficiency (Jul 21, 2020 03:50 PM)

PST2002. Tech Update – A 2020 Vision (Jul 22, 2020 02:55 PM)

PFP2019. State Personal Income/ Trust Residency issues created by COVID-19 (Jul 21, 2020 03:50 PM)

TAX2006. State Tax Implications of Employees Working Remotely (Jul 24, 2020 11:00 AM)

TAX2010. Retirement Planning (Jul 24, 2020 01:25 PM)

TAX2014. Protecting High Profile Clients in the Digital Age (Identity Theft/Scams) (Jul 24, 2020 03:50 PM)

EST2007. A Review of the Current Individual and Business Tax Proposals (Jul 20, 2020 03:50 PM)

PST2007. Tax Season Debrief 2020 – Lessons Learned in a COVID World (Jul 23, 2020 12:05 PM)

NAA2007. Ethics Update - A Peek at the PEEC (Jul 20, 2020 03:50 PM)

NAA2001. Auditing and Assurance: Opportunity (and Challenge) in Uncertain Times (Jul 20, 2020 11:00 AM)

PFP2013. New & Different Fee Models Panel (Jul 21, 2020 12:05 PM)

NAA2014. Know the New Auditor Reporting Standard (Jul 21, 2020 02:30 PM)

NAA2015. What’s Changing in Quality Control (Jul 21, 2020 02:30 PM)

ENG2005. Practice Everyday Innovation (PST, EDG) (Jul 23, 2020 03:50 PM)

PST2029. Suddenly Virtual? Optimizing your New Environment (Jul 24, 2020 02:30 PM)

PST2020. .cpa Domain: New Level of Distinction and Security for the Accounting Profession (Jul 24, 2020 11:00 AM)

PST2012. Leveraging Artificial Intelligence in Your Firm (Jul 23, 2020 01:25 PM)

PST2015. Demands, Drivers, and Approach to Transforming Auditing in the Future (Jul 23, 2020 02:30 PM)

PST2017. Strategies for Overcoming Common Obstacles to Growth in your CAS Practice (Jul 23, 2020 03:50 PM)

PST2018. Incorporating Gig Staffing into your Ongoing Business Model (Jul 24, 2020 11:00 AM)

PST2032. Family Office: Automating Support Functions for High Net Worth Clients (Jul 24, 2020 03:50 PM)

TAX2003. Tax Planning Considerations of Temporary TCJA Dismantling (Jul 23, 2020 01:25 PM)

TAX2012. Choice of Entity Considering the QBI Deduction (Jul 24, 2020 02:30 PM)

EST2002. Gift and Estate Tax Audits (Jul 20, 2020 12:05 PM)

EST2009. GST (Jul 21, 2020 11:00 AM)

EST2014. Deep Dive into Spousal Lifetime Access Trusts (SLATS) (Jul 21, 2020 01:25 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

PFP2018. Playing Defense In Uncertain Times: Managing Downside Risks (Jul 21, 2020 02:30 PM)

FIN2009. Trends Transforming Finance and Accounting Business in the Decade Ahead (Jul 24, 2020 11:00 AM)

FIN2006. Building the Finance-Led, Intelligent Enterprise (Jul 23, 2020 01:25 PM)

TAX2013. Education Planning for the Next Decade: Practical Strategies for Success (Jul 24, 2020 02:30 PM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 03:50 PM)

PFP2007. Exit Planning M&A Strategies for Today and Beyond (Jul 20, 2020 02:30 PM)

PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence (Jul 20, 2020 02:30 PM)

EST2012. Estate Planning with S Corporations (Jul 21, 2020 12:05 PM)

PST2005. How Non-Techie Accountants & Auditors Can Understand Data Extracts from Clients (Jul 23, 2020 11:00 AM)

PST2003. Inspector Gadget (Jul 22, 2020 04:15 PM)

PST2030. Creating an Innovative Growth Culture (Jul 24, 2020 03:50 PM)

PST2013. Generation NeXt Clients: Engaging Them for the Long Haul (Jul 23, 2020 02:30 PM)

EST2013. Naming a CRT As A Beneficiary of a Retirement Account: Planning and Legal Checklists (Jul 21, 2020 01:25 PM)

FIN2001. CFO; Change Agent, Co-pilot, What’s Next? (Jul 22, 2020 01:50 PM)

FIN2002. Talent Impact and Change Management Today (Jul 22, 2020 02:55 PM)

FIN2005. Evolution of accounting and finance – from someone who has been through it! (Jul 23, 2020 12:05 PM)

FIN2007. Leadership is Language: How to Apply This in a Work Context (Jul 23, 2020 02:30 PM)

FIN2013. Rebranding the CFO; Change Starts Today! (Jul 24, 2020 02:30 PM)

PST2024. How to Increase Revenue with Fewer Clients. (Jul 24, 2020 01:25 PM)

PST2019. Cybersecurity Governance & Risk Management Strategies (Jul 24, 2020 11:00 AM)

PST2028. Cybersecurity - You have been breached! Now what? (Jul 24, 2020 02:30 PM)

PST2021. How to Build & Grow a Profitable Niche (Jul 24, 2020 12:05 PM)

PFP2002. Geopolitical Update: How the US Impacts the World, and the World Impacts Us (Jul 20, 2020 11:00 AM)

PST2010. Improving Firm Profitability (Jul 23, 2020 01:25 PM)

NAA2009. COVID-19 Effects - Risk Assessment, Remote Audit and Financial Reporting Implications (Jul 21, 2020 11:00 AM)

PST2004. Marketing Amid COVID-19 (Jul 23, 2020 11:00 AM)

FIN2003. Making Value Real: Climbing The Ladder to Transactional Efficiency & Effectiveness (Jul 22, 2020 04:15 PM)

FIN2004. Industry Disruption: How Great People and Organizations Innovate in Times of Rapid Change (Jul 23, 2020 11:00 AM)

FIN2011. How to Make your Transformation Stick - Through People, Tools and Process (Jul 24, 2020 01:25 PM)

ENG2003. The Nuances of CARES (EST,TAX) (Jul 22, 2020 02:55 PM)

EST2005. Creative Planning to do Now (Jul 20, 2020 02:30 PM)

EST2016. Wealth Transfer Planning with Low Interest Rates (Jul 21, 2020 02:30 PM)

PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning (Jul 20, 2020 12:05 PM)

PFP2015. Conversing with Clients (Jul 21, 2020 01:25 PM)

PFP2011. Social Security - Where does it stand; How to Advise (Jul 21, 2020 11:00 AM)

PST2009. Remote Auditing is Here to Stay: Best Practices for Remote Audit Success (Jul 23, 2020 12:05 PM)

PST2026. Managing the Professional Liability Risk Impact of a Worldwide Pandemic (Jul 24, 2020 01:25 PM)

ENG201.09. To Become an Extraordinary Leader, Look Within (Jun 10, 2020 02:00 PM)

ENG201.11. AICPA Privacy Management Framework (Jun 10, 2020 03:00 PM)

ENG201.16. Build an Advisory Practice Primer (Jun 12, 2020 02:00 PM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 02:00 PM)

ENG201.02. AICPA Trust, Estate and Gift Tax Technical Resource Panel Update and Q&A (Jun 08, 2020 02:00 PM)

ENG201.13. The SECURE Act: A Game Changer For Retirement Plans (Jun 11, 2020 02:00 PM)

ENG201.01. Common Questions from Clients amid the Pandemic (Jun 08, 2020 02:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.08. Peer Review Update: Performing System Reviews in a COVID-19 World - PART 1 (Jun 10, 2020 02:00 PM)

ENG201.10. Peer Review Update: Performing system reviews in a COVID-19 world - PART 2 (Jun 10, 2020 03:00 PM)

ENG201.12. Putting People First - Evolving the Approach To Developing Finance Talent (Jun 11, 2020 02:00 PM)

ENG201.17. AICPA Tax Policy and Advocacy Updates (Jun 12, 2020 03:00 PM)

ENG201.05. Implications of Blockchain and Crypto Assets to Your Practice (Jun 09, 2020 02:00 PM)

ENG201.18. PEEC Hosting Independence (Jun 12, 2020 03:00 PM)

ENG201.04. Preparing your Practice for the Tax Revolution (Jun 08, 2020 03:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

ENG20SS.03. Murder Hornets? Securing Your Firm Amidst the Next Wave of (Cyber) Attacks - presented by Right Networks (Jun 09, 2020 01:00 PM)

ENG20SS.01. Microsoft Teams and Microsoft 365 - presented by Dell (Jun 08, 2020 01:00 PM)

ENG20SS.04. Better Together - presented by Intuit (Jun 09, 2020 01:00 PM)

ENG20SS.02 Adapt and Thrive with a Cloud-Based Digital Workflow - presented by Wolters Kluwer (Jun 08, 2020 01:00 PM)

ENG20SS.05. Avoiding an AI Bias (Jun 10, 2020 01:00 PM)

ENG20SS.07. Make Technology your Secret Sauce - presented by Xero (Jun 11, 2020 01:00 PM)

ENG20SS.09. QuickBooks Online Advanced in Action: A Deep Dive - Presented by Intuit (Jun 12, 2020 01:00 PM)

ENG20SS.08. Floodgates Opened on Tax Incentives With Recent Pandemic Legislation - presented by Brayn Consulting (Jun 11, 2020 01:00 PM)

ENG201.14. Washington Update: The Current Legislative and Regulatory Landscape (Jun 11, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $595.00
This includes sessions from the conference: Advanced Accounting and Auditing (as part of ENGAGE 2020)

Sessions Included:

NAA2012. 2020 Accounting and Review Services Committee Update (Jul 21, 2020 01:25 PM)

NAA2011. ASC 842, Leases - Challenges with Implementation (Jul 21, 2020 12:05 PM)

NAA2004. Applying Professional Skepticism in Today's Audits (Jul 20, 2020 01:25 PM)

NAA2010. Audit Evidence - Modernizing Auditing Standards (Jul 21, 2020 12:05 PM)

NAA2002. Auditing and Attest Standards Update (Jul 20, 2020 12:05 PM)

NAA2006. Audit Sampling - It's Not Rocket Science (Jul 20, 2020 02:30 PM)

NAA2016. FAQs - Accounting, Auditing, Compilation, Reviews (Jul 21, 2020 03:50 PM)

NAA2017. Audit Strategies for Better Efficiency (Jul 21, 2020 03:50 PM)

NAA2007. Ethics Update - A Peek at the PEEC (Jul 20, 2020 03:50 PM)

NAA2001. Auditing and Assurance: Opportunity (and Challenge) in Uncertain Times (Jul 20, 2020 11:00 AM)

NAA2014. Know the New Auditor Reporting Standard (Jul 21, 2020 02:30 PM)

NAA2015. What’s Changing in Quality Control (Jul 21, 2020 02:30 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

NAA2009. COVID-19 Effects - Risk Assessment, Remote Audit and Financial Reporting Implications (Jul 21, 2020 11:00 AM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.08. Peer Review Update: Performing System Reviews in a COVID-19 World - PART 1 (Jun 10, 2020 02:00 PM)

ENG201.10. Peer Review Update: Performing system reviews in a COVID-19 world - PART 2 (Jun 10, 2020 03:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $379.00
This includes sessions from the conference: Advanced Estate Planning (as part of ENGAGE 2020)

Sessions Included:

EST2010. Grantor Trusts - The Key Rules and the Useful Tools (Jul 21, 2020 11:00 AM)

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 04:15 PM)

EST2007. A Review of the Current Individual and Business Tax Proposals (Jul 20, 2020 03:50 PM)

TAX2012. Choice of Entity Considering the QBI Deduction (Jul 24, 2020 02:30 PM)

EST2002. Gift and Estate Tax Audits (Jul 20, 2020 12:05 PM)

EST2009. GST (Jul 21, 2020 11:00 AM)

EST2014. Deep Dive into Spousal Lifetime Access Trusts (SLATS) (Jul 21, 2020 01:25 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 03:50 PM)

EST2012. Estate Planning with S Corporations (Jul 21, 2020 12:05 PM)

EST2013. Naming a CRT As A Beneficiary of a Retirement Account: Planning and Legal Checklists (Jul 21, 2020 01:25 PM)

ENG2003. The Nuances of CARES (EST,TAX) (Jul 22, 2020 02:55 PM)

EST2005. Creative Planning to do Now (Jul 20, 2020 02:30 PM)

EST2016. Wealth Transfer Planning with Low Interest Rates (Jul 21, 2020 02:30 PM)

ENG201.02. AICPA Trust, Estate and Gift Tax Technical Resource Panel Update and Q&A (Jun 08, 2020 02:00 PM)

ENG201.13. The SECURE Act: A Game Changer For Retirement Plans (Jun 11, 2020 02:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $379.00
This includes sessions from the conference: Advanced Personal Financial Planning (as part of ENGAGE 2020)

Sessions Included:

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 04:15 PM)

PFP2012. Interest Rates & Planning: What You Need to Know (Jul 21, 2020 11:00 AM)

PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic! (Jul 20, 2020 03:50 PM)

PFP2016. Factor Investing: Simple, but Not Easy (Jul 21, 2020 01:25 PM)

PFP2006. Multi-generational Wealth Transfer: Strategies for Sustaining Growth (Jul 20, 2020 01:25 PM)

PFP2019. State Personal Income/ Trust Residency issues created by COVID-19 (Jul 21, 2020 03:50 PM)

PFP2013. New & Different Fee Models Panel (Jul 21, 2020 12:05 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

PFP2018. Playing Defense In Uncertain Times: Managing Downside Risks (Jul 21, 2020 02:30 PM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 03:50 PM)

PFP2007. Exit Planning M&A Strategies for Today and Beyond (Jul 20, 2020 02:30 PM)

PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence (Jul 20, 2020 02:30 PM)

PST2003. Inspector Gadget (Jul 22, 2020 04:15 PM)

PFP2002. Geopolitical Update: How the US Impacts the World, and the World Impacts Us (Jul 20, 2020 11:00 AM)

PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning (Jul 20, 2020 12:05 PM)

PFP2015. Conversing with Clients (Jul 21, 2020 01:25 PM)

PFP2011. Social Security - Where does it stand; How to Advise (Jul 21, 2020 11:00 AM)

ENG201.13. The SECURE Act: A Game Changer For Retirement Plans (Jun 11, 2020 02:00 PM)

ENG201.01. Common Questions from Clients amid the Pandemic (Jun 08, 2020 02:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $379.00
This includes sessions from the conference: EDGE Career Development (as part of ENGAGE 2020)

Sessions Included:

EDG2010. EDGE KEYNOTE: The Three Ts of Leadership: Truth, Trust and Transparency (Jul 24, 2020 01:25 PM)

EDG2006. Overcoming Overwhelm (with Strategic Time Management) (Jul 23, 2020 01:25 PM)

EDG2003. The Future Of Work Is Here, Now How Do We Manage it? (Jul 22, 2020 04:15 PM)

EDG2004. EDGE KEYNOTE: Break the Dependence (Jul 23, 2020 11:00 AM)

EDG2007. The Art of Saying No (Jul 23, 2020 02:30 PM)

EDG2008. Developing a Culture of Ownership and Accountability (Jul 24, 2020 11:00 AM)

EDG2001. The Resilience Revelation (Jul 22, 2020 01:50 PM)

EDG2012. Balancing Leadership & Likeability (Jul 24, 2020 03:50 PM)

EDG2002. Making the Jump From Technician to Adviser (Jul 22, 2020 02:55 PM)

EDG2009. Be a Boss (Without Being a Jerk) (Jul 24, 2020 12:05 PM)

EDG2005. I Dare You to Dream (Jul 23, 2020 12:05 PM)

ENG2005. Practice Everyday Innovation (PST, EDG) (Jul 23, 2020 03:50 PM)

PST2012. Leveraging Artificial Intelligence in Your Firm (Jul 23, 2020 01:25 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 02:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.12. Putting People First - Evolving the Approach To Developing Finance Talent (Jun 11, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $379.00
This includes sessions from the Finance Redefined Track (as part of ENGAGE 2020)

Sessions Included:

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

FIN2009. Trends Transforming Finance and Accounting Business in the Decade Ahead (Jul 24, 2020 11:00 AM)

FIN2006. Building the Finance-Led, Intelligent Enterprise (Jul 23, 2020 01:25 PM)

FIN2001. CFO; Change Agent, Co-pilot, What’s Next? (Jul 22, 2020 01:50 PM)

FIN2002. Talent Impact and Change Management Today (Jul 22, 2020 02:55 PM)

FIN2005. Evolution of accounting and finance – from someone who has been through it! (Jul 23, 2020 12:05 PM)

FIN2007. Leadership is Language: How to Apply This in a Work Context (Jul 23, 2020 02:30 PM)

FIN2013. Rebranding the CFO; Change Starts Today! (Jul 24, 2020 02:30 PM)

FIN2003. Making Value Real: Climbing The Ladder to Transactional Efficiency & Effectiveness (Jul 22, 2020 04:15 PM)

FIN2004. Industry Disruption: How Great People and Organizations Innovate in Times of Rapid Change (Jul 23, 2020 11:00 AM)

FIN2011. How to Make your Transformation Stick - Through People, Tools and Process (Jul 24, 2020 01:25 PM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 02:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $299.00
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of ENGAGE 2020)

Sessions Included:

PST2023. How Small Tax Firms Use MS Teams for Internal and Client Collaboration (Jul 24, 2020 12:05 PM)

PST2008. Business Continuity - Lessons Learned from Dealing with the COVID-19 Pandemic (Jul 23, 2020 12:05 PM)

PST2002. Tech Update – A 2020 Vision (Jul 22, 2020 02:55 PM)

PST2007. Tax Season Debrief 2020 – Lessons Learned in a COVID World (Jul 23, 2020 12:05 PM)

ENG2005. Practice Everyday Innovation (PST, EDG) (Jul 23, 2020 03:50 PM)

PST2029. Suddenly Virtual? Optimizing your New Environment (Jul 24, 2020 02:30 PM)

PST2020. .cpa Domain: New Level of Distinction and Security for the Accounting Profession (Jul 24, 2020 11:00 AM)

PST2012. Leveraging Artificial Intelligence in Your Firm (Jul 23, 2020 01:25 PM)

PST2015. Demands, Drivers, and Approach to Transforming Auditing in the Future (Jul 23, 2020 02:30 PM)

PST2017. Strategies for Overcoming Common Obstacles to Growth in your CAS Practice (Jul 23, 2020 03:50 PM)

PST2018. Incorporating Gig Staffing into your Ongoing Business Model (Jul 24, 2020 11:00 AM)

PST2032. Family Office: Automating Support Functions for High Net Worth Clients (Jul 24, 2020 03:50 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

PST2005. How Non-Techie Accountants & Auditors Can Understand Data Extracts from Clients (Jul 23, 2020 11:00 AM)

PST2003. Inspector Gadget (Jul 22, 2020 04:15 PM)

PST2030. Creating an Innovative Growth Culture (Jul 24, 2020 03:50 PM)

PST2013. Generation NeXt Clients: Engaging Them for the Long Haul (Jul 23, 2020 02:30 PM)

PST2024. How to Increase Revenue with Fewer Clients. (Jul 24, 2020 01:25 PM)

PST2019. Cybersecurity Governance & Risk Management Strategies (Jul 24, 2020 11:00 AM)

PST2028. Cybersecurity - You have been breached! Now what? (Jul 24, 2020 02:30 PM)

PST2021. How to Build & Grow a Profitable Niche (Jul 24, 2020 12:05 PM)

PST2010. Improving Firm Profitability (Jul 23, 2020 01:25 PM)

PST2004. Marketing Amid COVID-19 (Jul 23, 2020 11:00 AM)

PST2009. Remote Auditing is Here to Stay: Best Practices for Remote Audit Success (Jul 23, 2020 12:05 PM)

PST2026. Managing the Professional Liability Risk Impact of a Worldwide Pandemic (Jul 24, 2020 01:25 PM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 02:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.12. Putting People First - Evolving the Approach To Developing Finance Talent (Jun 11, 2020 02:00 PM)

ENG201.05. Implications of Blockchain and Crypto Assets to Your Practice (Jun 09, 2020 02:00 PM)

ENG201.18. PEEC Hosting Independence (Jun 12, 2020 03:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $379.00
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of ENGAGE 2020)

Sessions Included:

EST2010. Grantor Trusts - The Key Rules and the Useful Tools (Jul 21, 2020 11:00 AM)

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 04:15 PM)

TAX2006. State Tax Implications of Employees Working Remotely (Jul 24, 2020 11:00 AM)

TAX2010. Retirement Planning (Jul 24, 2020 01:25 PM)

TAX2014. Protecting High Profile Clients in the Digital Age (Identity Theft/Scams) (Jul 24, 2020 03:50 PM)

TAX2003. Tax Planning Considerations of Temporary TCJA Dismantling (Jul 23, 2020 01:25 PM)

TAX2012. Choice of Entity Considering the QBI Deduction (Jul 24, 2020 02:30 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 12:20 PM)

TAX2013. Education Planning for the Next Decade: Practical Strategies for Success (Jul 24, 2020 02:30 PM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 03:50 PM)

ENG2003. The Nuances of CARES (EST,TAX) (Jul 22, 2020 02:55 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 03:00 PM)

ENG201.17. AICPA Tax Policy and Advocacy Updates (Jun 12, 2020 03:00 PM)

ENG201.04. Preparing your Practice for the Tax Revolution (Jun 08, 2020 03:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 03:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 11:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 01:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 02:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 03:50 PM)

Standard: $299.00

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

Operation Sale: 1

Operation Archive: 1

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

Speaker(s):
  • Scott Smith, Business Development Manager, Disys/Microsoft
Standard: $49.00

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

Operation Sale: 1

Operation Archive: 1



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

Speaker(s):
  • Jim McGinnis, EVP & General Manager, Wolters Kluwer
  • Cathy Rowe, CPA, CA, Director, Product Management Accounting & Audit, Wolters Kluwer
Standard: $49.00

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.

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
Standard: $49.00

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

Operation Sale: 1

Operation Archive: 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

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.
Standard: $49.00

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

Speaker(s):
Standard: $49.00

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.

Speaker(s):
  • Cari Weston, CPA, CGMA, Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
  • April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA
Standard: $49.00

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!

Speaker(s):
  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks
Standard: $49.00

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.

Speaker(s):
Standard: $49.00

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

Operation Sale: 1

Operation Archive: 1

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

Speaker(s):
Standard: $49.00

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

Operation Cgma Essentials: 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

Speaker(s):
  • Clar Rosso, MA, Executive Vice President - Engagement & Learning Innovation, AICPA & CIMA
  • Gretchen Pisano, PCC, MAPP, CEO, pLink Leadership
Standard: $49.00
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