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. 


Sessions

Effective Cybersecurity for Risk Management

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

Identification: DCA1914

Operation Minutes : 50

Here is a class we all could take at least once a year to stay abreast of the new attack methods and how we can protect ourselves. Join these professionals that work every day to help their clients and firm mitigate the risks. You do not have to be an IT professional to gain take aways from this session.

Learning Objectives:
  • Understand the evolution of IT risk and the Cyber Risk landscape by looking at recent events and current schemes used by hackers
  • Understand the fundamentals of how to protect your organization including implementing appropriate policies and procedures to align with your IT strategy and infrastructure
Speaker(s):
  • Mac Lillard, CFE, CPA, CISA, CITP, PCIP, Supervisor, GFR CPAs & Advisors
  • Ricardo Trujilo, CPA, CITP, CISA, Partner, GFR CPAs & Advisors
Tags: Technical
Standard: $49.00

Future of the Assurance Practice

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

Identification: DCA1915

Operation Minutes : 50

The audit of the future is being heavily disucssed with the emerging technologies entering the assurance space. What does this mean for A&A practices? What do we need to concider and what should we be planning for? In this session here what the future of A&A looks like, and where you can start.

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

Compensation ModelsCompensation Models

Preview Available

Compensation Models

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

Identification: DCA1916

Operation Minutes : 50

What behaviours do your compensation models drive? Many firms are working on establishing a culture of innovation, engaging all team members to bring ideas to the table, look for ways to improve and build fuure ready services. Compensation models can strongly drive innovation & collaboration. Pay for the behaviors you want to drive. Join this session to hear new ways to compensate employees to have an innovative culture.

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

Upskilling InflightUpskilling Inflight

Preview Available

Upskilling Inflight

Dec 10, 2019 1:30pm ‐ Dec 10, 2019 2:45pm

Identification: DCA1917

Operation Minutes : 75

Many firms are considering new skills and competencies they need to deliver the services of today and tomorrow, but we don’t have the luxury to suspend the client work to prepare for the future. How do we continue excellent client work while focusing on new capabilities? In this session you will hear approaches to upskilling to be ready for future relevant services, while tending to the important work in front of us.

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

Elements to OffboardingElements to Offboarding

Preview Available

Elements to Offboarding

Dec 10, 2019 1:30pm ‐ Dec 10, 2019 2:45pm

Identification: DCA1918

Operation Minutes : 75

For most firms when you began your CAS practice you onboarded any client that expressed interest, which, at times, resulted in regret and frustration in your team. Now you need to free yourself of these profit draining and moral crushing clients; as well as, establishing standardized processes to offboard clients in the future. The instructors of this session have walked this path and will share tactics and strategies to successful fire a client.

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

Elevate Business Processes with RPA

Dec 10, 2019 1:30pm ‐ Dec 10, 2019 2:45pm

Identification: DCA1920

Operation Minutes : 75

Robotic process automation (RPA) is being explored by many technology oriented practices to further automate processes and enable teams to work more efficiently. For those that are wondering what this looks like, what does RPA do for the accounting and tax firms, and how could a firm  start, join this session.

Speaker(s):
  • Steven J. Palomino, CPA, CGMA, CITP, CIA, Senior Manager, Process, Risk and Technology Solutions, EisnerAmper LLP
  • Greg Fritsky, MBA, National Director, Robotics, AI and Data Analytics, EisnerAmper LLP
Tags: Technical
Standard: $49.00

Improving Guidance on Prep, Comp and Review Engagements

Dec 10, 2019 3:15pm ‐ Dec 10, 2019 4:30pm

Identification: DCA1921

Operation Minutes : 75

The accounting profession is leaned on for compliance and advisory services. Technology has enabled advances for advisory and some financial statement services work, yet we are still finding that many engagements are inefficient and being overworked, decreasing profitability, affecting liability, and impacting productivity.

In this session we'll review key pain points in prep, comp and review services and how firms can apply new technology to innovate key services to reduce risk and deliver more value, more professionally, at scale.

Learning Objectives:
  • Review common challenges in prep, comp and review engagements and ways for firms to address those challenges through process and technology evolution
  • Discuss innovative ways that firms can add value in their prep, comp and review services
Speaker(s):
Tags: Technical
Standard: $49.00

Tutorial: Building Dashboards (CAS)

Dec 10, 2019 3:15pm ‐ Dec 10, 2019 4:30pm

Identification: DCA1922

Operation Minutes : 75

Client Accounting Advisory Services will incorporate financial dashboards as a key deliverable to their clients, but not all dashboards are equal. The sophistication of the dashboards will often rely on the technical knowledge you have and the type of tools you use. In this session get some practical, detailed steps on how to build dashboards that will wow, and most importantly, inform your clients.

Speaker(s):
  • Dixie McCurley, President & Co-founder, Trusted CFO Solutions
  • Brittany Malidore, Managed Accounting Services Practice Lead & Sr. Manager Operations, Peterson Sullivan LLP
Tags: Technical
Standard: $49.00

Building Innovation CultureBuilding Innovation Culture

Preview Available

Building Innovation Culture

Dec 10, 2019 3:15pm ‐ Dec 10, 2019 4:30pm

Identification: DCA1923

Operation Minutes : 75

In this age of innovation many firms are designating leaders to drive innovation, but one person can't do it alone. Industries like technology build thriving innovation cultures. What can we learn from the way they build this culture and how can firms create a similar innovative mindset in a mature profession? In this session, hear from professionals that are doing this successfully, and learn strategies you can apply to your practice.

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

Pursuing the SUT Service Model Fitting Your Firm

Dec 10, 2019 3:15pm ‐ Dec 10, 2019 4:30pm

Identification: DCA1924

Operation Minutes : 75

There is a market need for more sales and use tax (SUT) services, yet many firms have not placed a strategic focus on how they will develop their service line. Does a service model of high production compliance fit the needs of your client base and open opportunities for your firm? Do you work with industries that were strongly impacted by the Wayfair vs South Dakota decision of 2018 and more advisory services are needed? Or, do you need to develop a strong referral source for your clients. There are multiple options, but now is the time to place emphasis on the which service model works for your firm and clients and proactively build it out.

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