ENGAGE 2020

Jun 7, 2020 ‐ Jun 11, 2020



Sessions

The Art of Saying NoThe Art of Saying No

Preview Available

The Art of Saying No

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: EDG2017

Operation Credit Type : Personal Development

Operation Level : Basic

Operation Prerequisites : 1-2 Years in the Profession

Operation Advanced Prep : None

The ability to say no is important inside and outside of the work environment. You should be realistic as to what you can and cannot do. Not prioritizing your time can lead to burnout, stress, depression, and resentment towards others. This interactive session will help you learn how to say no or offer alternatives, which will benefit you both personally and professionally.

Learning Objectives:
  • Understand that it is okay to say no.
  • Understand how saying no can help you prioritize your time.
Speaker(s):
Tags: EDG
Category: Concurrent Session (Onsite and Online)

Leading the Profession: A Roadmap to Involvement

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: EDG2018

Operation Prerequisites : Other

Operation Credit Type : Personal Development

Operation Level : Basic

Operation Advanced Prep : None

Volunteerism can be one of the most impactful experiences of your career. We’ve all heard that we “should” be involved but with everything on our plates, taking on additional responsibility can be a daunting task. As more professionals look for ways to increase career satisfaction, volunteering can play a significant role. Join us hear more about what the opportunities look like and how to get the most out of the time you invest. This session will address the “who, what, where, when, why and how” considerations of professional volunteerism. Special guest speakers will join to share how involvement has played a pivotal role in their careers.

Learning Objectives:
  • Identify the benefits of volunteering
  • Learn how to get "in the queue" for a role that fits your goals
  • Hear first hand accounts of how volunteerism has had a positive career impact for CPAs at all lelvels of their careers
Speaker(s):
Tags: EDG
Category: Concurrent Session (Onsite and Online)

Challenge your Thinking on Future-state Digital Finance. Real-world Examples on How to Drive Digital Change

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: FIN2013

Operation Minutes : 50

Operation Credits : 1.0

Operation Prerequisites : None

Operation Credit Type : Business Management & Organization

Operation Level : All

Operation Advanced Prep : None

Digitalization opens up a world of opportunities; for business, for finance, for CFO’s. Join this discussion and get bold! Hear how this experienced line up of finance leaders have evolved their thinking both strategically and holistically, in order to drive transformation and innovation in the core areas of technology, talent, culture, process and data.

Learning Objectives:
  • Disruptor or disrupted. Which one are you? Is change mandatory or necessary?
  • Hear how leaders in finance are using digital finance technology to improve performance and serve the business more effectively
  • Understand what you can do today to help make a change for the future
Speaker(s):
  • Ash Noah, CPA, CGMA, Managing Director, CGMA Learning, Education and Development, AICPA
  • Michael Mann, VP of Transformation, Caesar's Entertainment
  • Nigel Franklyn, CPA, CGMA, Formerly VP, Asset and Liability Management Finance, The Prudential Insurance Company of America
  • Louise C Taylor, Interim Chief Operating Officer, Capita Specialist Services
Tags: FIN
Category: General Session (Onsite and Online)

Security Briefing for CPA Firm Personnel

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: PST2038

Security has been consistently listed as one of the AICPA’s Top Technology concerns, but few accounting firms realize they have a legal requirement! Roman will walk through the necessary components of accounting firm's security including the latest information breach statistics and the specifics of how to minimize your firm’s greatest exposure: YOUR PERSONNEL. He will also provide participants with the necessary resources to review their IT Policy/Governance infrastructure and to conduct their own firm security training so they are in compliance with Federal requirements.

To Be Announced.

Learning Objectives:
  • Understand why securing client data is a LEGAL responsibility!
  • Learn about the latest threats to your firm and what you can do to minimize them
  • Walk through each of the items of the AICPA's Security checklist (with the author that created them) so you know how to apply them to protect your firm
Speaker(s):
  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks
Tags: PST
Category: Concurrent Session (Onsite and Online)

Leveraging the Gig Economy for Staffing

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: PST2039

To Be Announced.

Speaker(s):
Tags: PST
Category: Concurrent Session (Onsite and Online)

The Mobile CPA - What's in my Bag?

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: PST2040

Operation Credit Type : Accounting

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the practical and mobile technologies supporting and empowering remote employees to work smarter.

Learning Objectives:
  • Take a closer look at practical and mobile technologies
  • Learn about technologies to empower remote employees
Speaker(s):
  • Marc Staut, Chief Innovation & Information Officer, Boomer Consulting, Inc
Tags: PST
Category: Concurrent Session (Onsite and Online)

Privacy Program Essentials for CPA firms

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: PST2041

To Be Announced.

Tags: PST
Category: Concurrent Session (Onsite and Online)

Implications of Blockchain and Crypto Assets to Your Practice

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: PST2042

As Blockchain technology moves into the present, it will have a permeating impact on businesses and accounting firms worldwide. Join us as we discuss fundamental concepts in blockchain; its implications on firms and clients, and how firms can prepare for the advisory opportunities created with blockchain technologies. With 8-14% of US tax payers owning crypto currencies, we will also discuss what you need to know about 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):
Tags: PST
Category: Concurrent Session (Onsite and Online)

Tax Issues for Clients with Aviation, Horse and Marine Activities

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: TAX2025

We may have clients who own or lease aircraft for business purposes, or have clients who are involved with various horse or equine trades or businesses. Some clients may have a boat used for a marine trade or business. 

Learning Objectives:
  • This session will help navigate through some of the issues involved with these types of activities.
  • A discussion will also include the hobby loss rules.
Speaker(s):
Tags: TAX
Category: Concurrent Session (Onsite and Online)

Let's get together: Rules about Combining

Jun 11, 2020 11:15am ‐ Jun 11, 2020 12:05pm

Identification: TAX2026

Operation Credit Type : Taxes

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Provisions of the tax code permit the combining of different entities, businesses and operations.  However, they are not consistent.  Come learn how to combine separate entities and businesses for various tax purposes including passive activity loss rules, real estate professional rules, qualified business income deduction, the net investment income and others.

Learning Objectives:
  • Learn how to aggregate different businesses for purposes of the qualified business income deduction
  • Learn how to group different businesses for purposes of the passive activity loss rules, real estate professional rules and the net investment income tax rules
  • Understand the impact of various combination rules and the planning opportunities and pitfalls is misapplying the permitted groupings.
Speaker(s):
  • Troy Lewis, CPA, CGMA, Associate Teaching Professor, Brigham Young University
Tags: TAX
Category: Concurrent Session (Onsite and Online)
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