Digital CPA Conference 2019

Dec 9, 2019 ‐ Dec 11, 2019


Digital CPA is the leading conference for practitioners curious about technology and its impact on the accounting landscape. Together we're challenging business models, transforming practice areas and driving innovation across the profession.

This conference is committed to providing attendees an event to engage with like-minded peers anticipating and preparing for future trends. Many past attendees have noted how willing this community is to share their successes and failures with one another, so they can achieve their own success faster. This event is also supported by many of the profession's top thought leaders.


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 the conference: Digital CPA Conference 2019

Sessions Included:

Profession Update (Dec 09, 2019 03:35 PM)

Recruiting for the Future Firm (Dec 10, 2019 09:00 AM)

Avoiding an AI Bias (Dec 10, 2019 09:00 AM)

Differentiating through Agile (Dec 10, 2019 09:00 AM)

Maturity of Blockchain (Dec 10, 2019 10:35 AM)

How to Build a Business Case for Starting a Client Accounting Service Practice (Dec 10, 2019 10:35 AM)

Tax Tools & Knowledge Bases (Dec 10, 2019 10:35 AM)

Experience Matters: Project Management and Your Firm (Dec 10, 2019 11:35 AM)

Effective Cybersecurity for Risk Management (Dec 10, 2019 11:35 AM)

Future of the Assurance Practice (Dec 10, 2019 11:35 AM)

Compensation Models (Dec 10, 2019 11:35 AM)

Upskilling Inflight (Dec 10, 2019 01:30 PM)

Elements to Offboarding (Dec 10, 2019 01:30 PM)

Elevate Business Processes with RPA (Dec 10, 2019 01:30 PM)

Improving Guidance on Prep, Comp and Review Engagements (Dec 10, 2019 03:15 PM)

Tutorial: Building Dashboards (CAS) (Dec 10, 2019 03:15 PM)

Building Innovation Culture (Dec 10, 2019 03:15 PM)

Pursuing the SUT Service Model Fitting Your Firm (Dec 10, 2019 03:15 PM)

Digital CPA Update (Dec 11, 2019 08:00 AM)

CAS as a Platform (Dec 11, 2019 09:00 AM)

Audit Tech Stack (Dec 11, 2019 09:00 AM)

Where to Begin: Building the Consultant in You - Part 1 (Dec 11, 2019 09:00 AM)

The "Trusted" but "Careful" Advisor - How to Manage Liability Risks in the Advisory Service Line (Dec 11, 2019 10:10 AM)

Creating Capacity: More Than Just Adding Headcount (Dec 11, 2019 10:10 AM)

Where to Begin: Building the Consultant in You - Part 2 (Dec 11, 2019 10:10 AM)

CAS Tools (Dec 11, 2019 10:10 AM)

Standard: $379.00

Sessions

Advanced Client AssessmentsAdvanced Client Assessments

Preview Available

Advanced Client Assessments

Dec 9, 2019 8:00am ‐ Dec 9, 2019 10:45am

Identification: DCA19101

Operation Minutes: 165

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:

  1. Review the details of what you are assessing.
  2. Explore how to perform a complete assessment in hours and days in stead of weeks.

Speaker(s):
Tags: Business
Standard: $79.00

How to Build a Cybersecurity Advisory Practice

Dec 9, 2019 8:00am ‐ Dec 9, 2019 10:45am

Identification: DCA19201

Operation Minutes: 165

Advisory services are the fastest growing in firms today, and a particular area clients are in need of input is their cybersecurity strategy. In this session, the attendee will learn how to monetize their practice from a cybersecurity perspective. These seasoned practitioners will share best practices in this space, including how to identify and offer cyber advisory and attest services. Both presenters have years of experience in this space, providing these types of services to their clients.

Learning objectives:

  1. Obtain knowledge on how to monetize cybersecurity services in the CPA firm
  2. Obtain best practices on selecting which cybersecurity services to offer

Speaker(s):
  • Steven Ursillo, CPA, CISSP, CISA, Partner, National Leader of Information Assurance & Cybersecurity, Cherry Bekaert LLP
Tags: Leadership
Standard: $79.00

Profession UpdateProfession Update

Preview Available

Profession Update

Dec 9, 2019 3:35pm ‐ Dec 9, 2019 4:25pm

Identification: DCA1902

Operation Minutes: 50

Barry C. Melancon, CPA, CGMA, CEO of the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change for the accounting profession.

Speaker(s):
Tags: Leadership
Standard: $49.00

Recruiting for the Future FirmRecruiting for the Future Firm

Preview Available

Recruiting for the Future Firm

Dec 10, 2019 9:00am ‐ Dec 10, 2019 10:15am

Identification: DCA1905

Operation Minutes: 75

The future relevant accounting firm requires strong technical knowledge to maintain compliance, quality advisory skills, industry specialties, technology prowess... So where do you find this super professional? It is time to innovate in our recruiting methods, and identifying the profile of the idea staff member. Join this session for discussion and ideas on what to recruit for, where to look, and how to identify the next contributor.

Learning Objectives:

  1. Overview of skills to recruit
  2. Discuss ideas on where to find future ready team members

Learning Objectives:
  • Overview of skills to recruit
  • Discuss ideas on where to find future ready team members
Speaker(s):
Tags: Leadership
Standard: $49.00

Avoiding an AI BiasAvoiding an AI Bias

Preview Available

Avoiding an AI Bias

Dec 10, 2019 9:00am ‐ Dec 10, 2019 10:15am

Identification: DCA1906

Operation Minutes: 75

The possibilities of artificial intelligence (AI) are exciting. In fact, we are likely interacting with AI more than we realize on a daily basis. To ensure we harness the power of this emerging technology, we need to be purposeful in our interactions so we don't create biases. Join this session of subject matter experts to hear strategies that will enable your firm to build upon powerful tools that you can trust.

Speaker(s):
Tags: Technical
Standard: $49.00

Differentiating through AgileDifferentiating through Agile

Preview Available

Differentiating through Agile

Dec 10, 2019 9:00am ‐ Dec 10, 2019 10:15am

Identification: DCA1908

Operation Minutes: 75

As client accounting advisory services (CAS) mature more questions are arising:

  1. How do we differentiate?
  2. How do we continually improve our service and not become complacent with past success?
  3. How do we get faster with assessments, onboarding and managing projects?

The co-founder of NetFlix shared with the Digital CPA Community in 2017 that we need to have continual iteration in our businesses to build on success and stay ahead. The team at Moss Adams borrowed a process from technology developers, called Agile, to differentiate their services which aided them in winning a large client. In this session, hear how this team is innovating and creating new successes in this growing CAS practice area.

Learning Objectives:

  1. Define what Agile is and how it can be applied to services
  2. Review the opportunities Agile creates and the impact on your clients

Speaker(s):
Tags: Business
Standard: $49.00

Maturity of BlockchainMaturity of Blockchain

Preview Available

Maturity of Blockchain

Dec 10, 2019 10:35am ‐ Dec 10, 2019 11:25am

Identification: DCA1909

Operation Minutes: 50

As Blockchain technology moves into the present, our speakers will present a series of case studies illustrating who this emerging technology is impacting and what you can do to be ready for it.

Speaker(s):
Tags: Technical
Standard: $49.00

How to Build a Business Case for Starting a Client Accounting Service Practice

Dec 10, 2019 10:35am ‐ Dec 10, 2019 11:25am

Identification: DCA1910

Operation Minutes: 50

A strong business case contains sustainable growth models including viable market entry strategies, bottom-line impact, and highlights for the increased clients’ needs for a part-time CFO and/or on-demand services. On-demand services can vary based on client’s needs from managing daily accounting operations to answering key questions that are critical to run a business. In this presentation, we will examine these key components in detail and discuss best practices for developing a strong business case for your firm.

Speaker(s):
Tags: Business
Standard: $49.00

Tax Tools & Knowledge BasesTax Tools & Knowledge Bases

Preview Available

Tax Tools & Knowledge Bases

Dec 10, 2019 10:35am ‐ Dec 10, 2019 11:25am

Identification: DCA1912

Operation Minutes: 50

Individual tax engagements are expanding beyond compliance to include personal financial planning for clients. Their financial strategy is one that needs to be more than their tax strategy. Firms are fulfilling their role as the trusted advisor to help clients develop a full financial summary and achieve their goals. In this session, hear about tools and ways to mine your 1040 tax client database to find those clients that would most benefit from your leadership in having financial piece of mind.

Speaker(s):
Tags: Technical
Standard: $49.00

Experience Matters: Project Management and Your Firm

Dec 10, 2019 11:35am ‐ Dec 10, 2019 12:25pm

Identification: DCA1913

Operation Minutes: 50

Many professional accountants are not taught project management skills, yet they are required to manage the implementation of new technology, onboard new clients, build new service areas and more. It is time to share project management techniques with the profession to ensure timeliness, accuracy and peace of mind the initiative is running smoothly. In this session, hear how to apply basic project management methodologies to yield successful project outcomes.

Speaker(s):
Tags: Business
Standard: $49.00
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