Digital CPA Update

Dec 11, 2019 8:00am ‐ Dec 11, 2019 8:50am

Identification: DCA1926

The most successful CPA firms have an eye to the future. They are reimagining their business models and service offerings for the digital age. Join Erik Asgeirsson for his annual Digital CPA update as he discusses the transformation taking root in the profession. He will share insights into each of the core practice areas and will be joined on stage by several thought leaders from across the accounting landscape, including Inga Arendt, Partner, Wipfli (and Chair, DCPA19), David Barrett, CEO, Expensify; Ross Hampton, VP, Caseware and Bill Reeb, Chair, AICPA.


CAS as a Platform

Dec 11, 2019 9:00am ‐ Dec 11, 2019 9:50am

Identification: DCA1927

Developing an industry niche practice with end to end solutions (Riches to Niches) Going deep into an industry vertical by offering end-to-end solutions. Not just accounting, but solving workflow and business process challenges specific to the industry vertical. Offering clients a "platform", not just an accounting team.


Audit Tech Stack

Dec 11, 2019 9:00am ‐ Dec 11, 2019 9:50am

Identification: DCA1929

The audit world is buzzing about Blockchain, AI, and other tech that will change the profession. Auditors can control the “disruption” by understand the tech, what it does and doesn’t do, and what it really means for the audit of the future.

Learning Objectives:

  • An understanding of these technologies and how they relate to audit
  • How to harness the tech to your advantage

Where to Begin: Building the Consultant in You - Part 1

Dec 11, 2019 9:00am ‐ Dec 11, 2019 9:50am

Identification: DCA1930

The profession is buzzing about the audit of the future. The tech stack for this transformed service area has a new tech stack. Join this session to hear how the tools and systems have and are evolving.

The audit world is buzzing about Blockchain, AI, and other tech that will change the profession. Auditors can control the “disruption” by understand the tech, what it does and doesn’t do, and what it really means for the audit of the future.

Learning Objectives:

• An understanding of these technologies and how they relate to audit
• How to harness the tech to your advantage


The "Trusted" but "Careful" Advisor - How to Manage Liability Risks in the Advisory Service Line

Dec 11, 2019 10:10am ‐ Dec 11, 2019 11:00am

Identification: DCA1931

Offering profitable, high volume advisory services today has its rewards but also its own set of unique risks.  Traditional accounting services primarily report on “what has happened”.  Advisory services frequently provide insight on “what may happen”.  A successful advisory practice not only requires a long term perspective from the point of view of the client but also from the point of view of your practice in managing risk.  In this session, we will discuss quality control Best Practices for advisory services, review effective language to use in engagement letters, how to manage your exposure when using third party cloud providers and how to use the cloud while maintaining client confidentiality and your own independence.


Creating Capacity: More Than Just Adding Headcount

Dec 11, 2019 10:10am ‐ Dec 11, 2019 11:00am

Identification: DCA1932

In today’s talent landscape, creating capacity needs a broader strategy than just adding staff. Future-looking businesses are including technology and other non-traditional options in their capacity strategies. Attend this session to hear about some other ways to add capacity and structure your business for future growth.


Where to Begin: Building the Consultant in You - Part 2

Dec 11, 2019 10:10am ‐ Dec 11, 2019 11:00am

Identification: DCA1933

With the drive to advisory services many accounting professionals are looking for knowledge on how to develop the consultant within. There are principles and techniques to learn. In this session, one of the most recognized consultants in the accounting profession will share where to start and where to focus to begin to develop your consultative approach.


CAS Tools

Dec 11, 2019 10:10am ‐ Dec 11, 2019 11:00am

Identification: DCA1934

As the technology options expand and the services grow it can be challenging to stay abreast of the solutions available for client accounting advisory services (CAS). In this session, get an update on new solutions to the space, qualty niche add-ons, and additional solutions that are outside the normal accounting workflow applications. Use this time to get briefed on what is going on in the technology space and create your list of follow up items.