EDG2009. Be a Boss (Without Being a Jerk)

Jul 24, 2020 11:05am ‐ Jul 24, 2020 11:55am

Identification: EDG2009

Transitioning into a leadership role comes with challenges. We will address how to approach leadership from a human-centric mindset, how to get the results you intend, and how to do it without coming off as a jerk. Human kindness in leadership takes courage, confidence, and empathy. This session will provide a deeper understanding of how your actions as a leader are interpreted differently than they used to be, and how to use this to your advantage while also taking care of the people that matter the most - your team.

PST2021. How to Build & Grow a Profitable Niche

Jul 24, 2020 11:05am ‐ Jul 24, 2020 11:55am

Identification: PST2021

In this session, Mr. Koltin will discuss how to build and grow a profitable consulting, advisory and niche practice. As part of his presentation he will discuss the following:




  • Identifying the right champion to lead the practice area
  • Determining what core competencies are necessary for a successful practice
  • Strategies to recruit, retain and grow talent within the practice
  • Thoughts on pricing of services within the practice
  • Strategies to market and grow the consulting practice
  • Thoughts on leveraging the practice within the synergies of the larger CPA firm

PST2023. How Small Tax Firms Use MS Teams for Internal and Client Collaboration

Jul 24, 2020 11:05am ‐ Jul 24, 2020 11:55am

Identification: PST2023

As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. In this session, you will learn how a small firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.

EDG2010. EDGE KEYNOTE: The Three Ts of Leadership: Truth, Trust and Transparency

Jul 24, 2020 12:25pm ‐ Jul 24, 2020 1:15pm

Identification: EDG2010

The underlying principles of effective leaders: truth, trust, and transparency are imperative building blocks to high-performing individuals and teams. In the absence of transformation, these elements cannot fully ground leadership. This interactive session will provide practical tips on building trust as the currency of leadership earned through honesty, consistency, and effective communication.

FIN2011. How to Make your Transformation Stick - Through People, Tools and Process

Jul 24, 2020 12:25pm ‐ Jul 24, 2020 1:15pm

Identification: FIN2011

Making transformation and change stick within the business to grow performance and improvement year on year, is one of the biggest challenges facing leaders today. Join this session to ensure you excel at change management by hearing tips and insights which you can take away to start making an immediate impact in your company today.

PST2024. How to Increase Revenue with Fewer Clients.

Jul 24, 2020 12:25pm ‐ Jul 24, 2020 1:15pm

Identification: PST2024

In today's environment, the key to rapid & sustainable growth is no longer working with as many clients as you can. That's the old way of thinking that leads to inefficient "bottlenecks" and less profit. The modern, proven method for building a thriving firm, is systematically increasing your ARPC (Average Revenue Per Client) for each person or business you engage with. This session will teach you the exact 3-step process firms across the country are using to increase their ARPC, and how you can start implementing this same process in your firm right away.

TAX2010. Retirement Planning

Jul 24, 2020 12:25pm ‐ Jul 24, 2020 1:15pm

Identification: TAX2010

This session will provide you with updates on the retirement plans that are currently available for owners and employees of small businesses. This includes the effects of the TCJA, SECURES Act and CARES Act, specifically considering both qualified and nonqualified retirement plans. Beyond just taxes, the session also considers the business planning aspects of the various plans available, from golden handcuffs to use in exit planning.

FIN2013. Rebranding the CFO; Change Starts Today!

Jul 24, 2020 1:30pm ‐ Jul 24, 2020 2:20pm

Identification: FIN2013

Your brand is a perceived image of what you, the CFO, provide in added value to your company. It's what enables you to charge more for your brand than what unbranded CFOs command. Once, when almost all CFOs were the Classic CFO—the steward of a company's financial history—your brand wasn't as important to your career and to your company's growth. In today's market, it's essential for your career and company's growth to strategically determine and promote your optimal branding profile:





  • Are you the Classic CFO, the steward of the company's financial history, internally and historically focused?...or the Strategic CFO, working with recent data from multiple ERP systems, KPIs, coordinating finance across departments?...or tomorrow's CFO today—the CFO as Partner to the CEO, operating with real time end-to-end information from the latest digital transformations to suggest pivots and other changes NOW to enhance your company's performance by reacting NOW to changing factors?
  • Is your CFO role and branding aligned with your company's culture/mindset, including the CEO's and Board's expectations and goals?
  • Is your CFO role and branding aligned with the economic environment your company is likely to face tomorrow?
  • How do you change your brand to influence these key stakeholders and assist your company in capturing the highest ROI, including the new ROIs from The Business Roundtable's recent statement that corporations now exist to serve both their shareholders AND also ALL STAKEHOLDERS, including customers, employees, suppliers, communities, and the environment?

PST2028. Cybersecurity - You have been breached! Now what?

Jul 24, 2020 1:30pm ‐ Jul 24, 2020 2:20pm

Identification: PST2028

As new cybersecurity threats continue to emerge, the ongoing challenges around proper detection, response and recovery remain a dynamic obstacle for organizational leadership, management and technical teams. Organizational success is driven by its leaders and the culture they promote proactively assuming that a breach is almost certain. This session will discuss continued and emerging governance expectations from leadership and the techniques used to promote effective incident response strategies.

PST2029. Suddenly Virtual? Optimizing your New Environment

Jul 24, 2020 1:30pm ‐ Jul 24, 2020 2:20pm

Identification: PST2029

The virtual workforce is becoming more prevalent in today's ever-changing workforce environments. In this session, the attendee will learn how to strategize and optimize a remote and distributed online workforce. The seasoned panel will share best practices and experiences as it relates to embracing the new virtual world. This will include remote staff expectations, gained efficiencies, running successful virtual meetings, and remote technology. The presenters have years of experience in managing these types of virtual / remote situations.