ENGAGE 2020

Jun 7, 2020 ‐ Jun 11, 2020



Sessions

Overall Risk Management & Quality Control

Jun 8, 2020 7:00am ‐ Jun 8, 2020 7:50am

Identification: NAA20ER01

Operation Credit Type : Specialized Knowledge

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

It is difficult for firms of all different sizes to keep pace with the evolving change of standards, the peer review process, risk management, etc. Being able to communicate and implement change throughout your organization can present many challenges.

In this session, you'll hear from individuals who will cover the importance of keeping up with these challenges no matter the size of the firm.

Speaker(s):
Tags: NAA
Category: Early Riser (Onsite and Online)

Exit Planning Considerations Common to Small Business Owners

Jun 8, 2020 7:00am ‐ Jun 8, 2020 7:50am

Identification: PFP20ER01

Operation Credit Type : Specialized Knowledge

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

In this session, we will discuss how financial planners can help their business owner clients to prepare their businesses for transition to a new owner. The discussion will focus on three aspects of business transition including 1) preparing next generation leaders to run the business, 2) a review of relevant valuation issues and 3) tax issues that should be addressed prior to taking the business to market. This session is relevant to financial professionals who work with owner managed businesses.

Learning Objectives:
  • Development of next generation leaders
  • Identification of common business transition risk factors and steps business owners can take to mitigate them
  • Identification of important tax issues that should be identified and addressed prior to the sale of the business
  • Time normally required to address these issues
Speaker(s):
  • Chris Lucas, CPA/ABV, CFA, Owner, Lucas Valuation Group, LLC
Tags: PFP
Category: Early Riser (Onsite and Online)

Financial Care PlansFinancial Care Plans

Preview Available

Financial Care Plans

Jun 8, 2020 8:00am ‐ Jun 8, 2020 9:15am

Identification: EPL2001

To be announced

Tags: EPL

Current Developments in Estate Planning

Jun 8, 2020 8:00am ‐ Jun 8, 2020 9:15am

Identification: EST2001

This session will be a review of the most recent cases, rulings, and tax code changes that impact estate, gift and generation-skipping tax matters, and income taxation of trusts.

Learning Objectives:
  • Understand changes to the estate tax rules.
  • Learn how to use the changes to the rules to advantage clients in the context of their estate plans.
Speaker(s):
Tags: EST
Category: General Session (Onsite and Online)

State of the Profession - EAQ Focus

Jun 8, 2020 8:00am ‐ Jun 8, 2020 9:15am

Identification: NAA2001

Operation Minutes : 75

Operation Credits : 1.5

Operation Credit Type : Accounting

Operation Level : Intermediate

Operation Prerequisites : 3-5 years in the profession

Operation Advanced Prep : None

Susan S. Coffey, Executive Vice President of Public Practice at the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change in the accounting profession.

Speaker(s):
  • Susan S. Coffey, CPA, CGMA, Executive Vice President -Public Practice, AICPA
Tags: NAA
Category: Conference Keynote (Onsite and Online)

PFP Keynote: What's the Next Big Thing

Jun 8, 2020 8:00am ‐ Jun 8, 2020 9:15am

Identification: PFP2001

Your clients expect you to know all about “the next big thing”. Do you know what it is? Join Dani Fava as she shares her thoughts on the emerging trends and perhaps you’ll discover what might be “the next big thing” for your business. From Income Sharing Agreements to the non-financial trends that may overhaul the housing market, to Artificial Intelligence that will help mold the conversations that you’re having with your clients; the next big thing may already be well under way.

Learning Objectives:
  • What are Income Share Agreements?
  • What is Artificial Intelligence and how does it work?
  • Where might we see AI in the RIA space in the future?
  • What questions might we expect from clients about these trends?
Speaker(s):
  • Danielle Fava, Director of Innovation, TD Ameritrade Institutional
Tags: PFP
Category: Conference Keynote (Onsite and Online)

The Future of Firm GrowthThe Future of Firm Growth

Preview Available

The Future of Firm Growth

Jun 8, 2020 8:30am ‐ Jun 8, 2020 11:30am

Identification: AAM20101

While many firms switch out marketing and growth, these two words are not interchangeable. They are actually different business functions. The face of marketing and business development has changed in recent years as the growth function has grown. Add to that the disruption happening in the marketing and BD field (yes, technology is a disrupter here, too), and we’re on the verge of an evolution. This is going to require that we understand what growth, marketing and sales is responsible for and how these people work together to drive revenue. That revenue will come in new areas, too. New revenue sources, innovation and packaging are key, but you can also take a new approach to external partnerships and even cross selling. The future is a focus on growth, and this session will help you better prepare to the changes to come.

Session attendees will walk away with an understanding of the:

  • Disrupters in marketing
  • Rise of the growth professional
  • Evolution of the business development professional
  • Future of marketing and the people needed drive it
  • Shift in marketing spending
  • Ways firms are finding new (or improved) sources of revenue

Learning Objectives:
  • Disrupters in marketing
  • Rise of the growth professional
  • Evolution of the business development professional
  • Future of marketing and the people needed drive it
  • Shift in marketing spending
  • Ways firms are finding new (or improved) sources of revenue
Speaker(s):
Tags: AAM
Category: All Access Pre-Conference Workshop (Onsite Only)

Cybersecurity Governance & Risk Management Strategies

Jun 8, 2020 8:30am ‐ Jun 8, 2020 11:45am

Identification: PST20101

Operation Credit Type : Information Technology

Operation Level : Basic

Operation Prerequisites : 1-2 Years in the Profession

Operation Advanced Prep : None

Cybersecurity threats continue to evolve which forces organizations to dynamically consider timely risk mitigation strategies. The tone at the top can make all the difference on an organizations success. This session will discuss continued and emerging governance expectations from leadership and the techniques used to focus effective risk management strategies. Topics will include InfoSec governance, current cyber security threats/risks/mitigation, cloud/vendor risk management, incident response and cyber liability insurance. The session will also include strategies for applying Trust Service Principles and Criteria and other regulatory requirements into the security governance and risk management process.

Learning Objectives:
  • Participants will obtain an understanding of what's expected in creating and maintaining an effective cybersecurity governance program.
  • Participants will get an understanding of the latest threat landscape and what risk management considerations are necessary to minimize exposure to their organization.
  • Information will be provided covering what elements are necessary to provide a comprehensive cybersecurity risk management program.
Speaker(s):
Tags: PST
Category: All Access Pre-Conference Workshop (Onsite Only)

Advanced Client AssessmentsAdvanced Client Assessments

Preview Available

Advanced Client Assessments

Jun 8, 2020 8:30am ‐ Jun 8, 2020 11:45am

Identification: PST20102

For those that have started a Client Accounting Advisory Services (CAS) practice you have come to realize there is tremendous value to a client in performing a Client Assessment. This is far more than a qualification process, but one to identify areas the client most needs improvement for the longevity of their business. Yet many firms are still working on what a good method and format to deliver this this service to clients. In this pre-conference workshop learn from an experienced practitioner that has been perfecting this particular services for nearly a decade.

Learning Objectives:
  • Review the details of what you are assessing
  • Explore how to perform a complete assessment in hours and days instead of weeks
Speaker(s):
Tags: PST
Category: All Access Pre-Conference Workshop (Onsite Only)

IRS Tax Practice Workshop - Part 1

Jun 8, 2020 8:30am ‐ Jun 8, 2020 11:30am

Identification: TAX20101

Operation Credit Type : Taxes

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

This will be a 4-part Workshop. 

Part 1: What to expect in IRS enforcement in 2020

Speakers: Eric Green, Paul Mamo, Bob McKenzie

This panel will update the attendees on what they and their clients can expect in IRS enforcement in the coming year.  Hear from experienced practitioners and the Director of IRS Collections on the IRS enforcement priorities and procedures, and what attendees should be advising their clients to do to deal with any tax issues they have before the IRS shows up at the door.

Objectives 

Understand the IRS Collection Process

Identify priorities for the IRS Collection Division

Identify priorities for the IRS Collection Division

Part 2: How to use IRS transcripts

Speakers: Michael Sardar, Roger Nemeth

So much of IRS Representation turns on where the case is and what has transpired. This program will review the basics of reviewing IRS transcripts,w hat information is critical for representatives to have, and how the transcripts help shape the strategy to resolving the taxpayer's issue. Attendees will learn which transcripts they want, why and what information to look for to help their client's save money and solve their tax nightmare.

Objectives 

Understand the various forms of IRS transcripts
Identify the information provided in transcripts
Explain how the transcript can impact the decision on how to resolve a tax debt

Learning Objectives:
  • Understand the IRS Collection Process
  • Identify priorities for the IRS Collection Division
  • Describe the opportunities for taxpayers to resolve their tax issue
Speaker(s):
Tags: TAX
Category: All Access and Online Plus Package - Pre-Conference Workshop
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