Interchange 2020

Jul 15, 2020 ‐ Jul 17, 2020



Sessions

General Session: Town Hall with Barry Melancon – AICPA President & CEO

Jul 15, 2020 11:30am ‐ Jul 15, 2020 1:00pm

Identification: INT2001

Operation Minutes : 90

Operation Alertness Issued : 8

Operation Alertness Required : 6

Operation Credits : 1.5

Operation Credit Type : Accounting

Operation Level : Basic

Operation Advanced Prep : None

Operation Prerequisites : None

Hear the most current information on professional issues straight from the President and CEO of the AICPA, and gain insight into some of the major initiatives underway and on the horizon. This town hall format makes it easy to engage with Barry as he provides a look into issues that will affect our members and our organizations. Have your online questions ready!

Speaker(s):
Tags: Accounting

Transcending Technology: Your Path to Accounting Innovation

Jul 15, 2020 1:10pm ‐ Jul 15, 2020 2:00pm

Identification: INT2002

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Prerequisites : None

Operation Credit Type : Business Management & Organization

Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more. What do accountants need to do to be ready for these innovations? Attend this thought-provoking session to look at the impact of these growing technologies and identify what you and your teams need to do NOW to leverage these forces that are changing the profession.

Learning Objectives:
  • Identify the human factors that enable competitive advantage for accountants.
  • Identify professional development needs to be ready to leverage emerging technologies.
  • Identify existing innovations that may add value to your firm’s/finance department’s services.
Speaker(s):
  • Donny Shimamoto, CPA.CITP, CGMA, Founder and Managing Director, IntrapriseTechKnowlogies LLC

Tax Trends at the 2020 Crossroads of Policy and Politics

Jul 15, 2020 1:10pm ‐ Jul 15, 2020 2:00pm

Identification: INT2003

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Credit Type : Specialized Knowledge

Operation Prerequisites : None

The first half of 2020 has already been an interesting year, and this session will provide an update on tax policy trends to expect in the second half, along with a discussion on how to handle possible political changes resulting from the 2020 election.

Learning Objectives:
  • Understand likely state tax responses in wake of coronavirus pandemic.
  • Understand potential 2021 state tax actions resulting from economic and political changes.
Speaker(s):

Business Development 2.0Business Development 2.0

Preview Available

Business Development 2.0

Jul 15, 2020 2:30pm ‐ Jul 15, 2020 3:20pm

Identification: INT2004

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Credit Type : Business Management & Organization

Operation Prerequisites : None

Hear from OSCPA colleagues about how they’re transforming from a primarily individual membership-based model to capturing company and firm areas of interest, and working with senior leadership to match offerings to their needs. As the loyalty model becomes a less effective strategy, we need to find products needed in the market in which customers/members will engage versus selling one-size fits all.

Learning Objectives:
  • Understand the value of building relationships to ensure growth, retention and engagement
  • Learn how to build a framework for an effective business development strategy
Speaker(s):

How to Use Social Media to Support and Grow Your Association's Membership

Jul 15, 2020 2:30pm ‐ Jul 15, 2020 3:20pm

Identification: INT2005

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Credit Type : Communications and Marketing

Operation Prerequisites : None

As associations continue to experience decreased engagement, membership marketers are searching for new ways to utilize social media to connect and stay relevant. Join in an entertaining and detailed look at innovative approaches for maximizing your presence on Facebook, LinkedIn, Twitter, Snapchat, TikTok, YouTube, and Instagram to not only survive but thrive.

Learning Objectives:
  • The latest social media trends for financial service firms
  • You will learn the top social media channels for financial service firms
  • Assess how to measure ROI on your social media efforts
  • Determine how to integrate your social media strategy into your over all marketing plan
  • Learn how to innovate with personal content and video
Speaker(s):
  • Kristy Gusick, Gusick, Marketing Professional, Professional Services Marketing, LLC

Give 'Em What They Need: Serving Our Firms

Jul 15, 2020 3:30pm ‐ Jul 15, 2020 4:20pm

Identification: INT2006

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Credit Type : Communications and Marketing

Operation Prerequisites : None

It’s great when a firm pays for its CPAs to join our organizations, AND it creates a need for us to build strong relationships with public accounting firms, because they’re a crucial link to recruitment and retention. Maintaining strong relationships with public accounting firms can be crucial to recruitment and retention. In this session, we’ll discuss best practices you can consider when building relationships with firms. Best practices will include topics such as conducting a firm visit, 100% membership programs, firm invoicing processes, firm ambassador programs, in-house CPE sales and more.

Speaker(s):

Showcasing Technology & Connecting with Students

Jul 15, 2020 3:30pm ‐ Jul 15, 2020 4:20pm

Identification: INT2007

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Credit Type : Information Technology

Operation Prerequisites : None

Learn how cutting-edge technologies are revolutionizing day-to-day operations at firms via tech demos and how to showcase these exciting tools and resources to students. Topics will include introducing students to data visualization, bot technology, and virtual reality.

Learning Objective:
  • Show how accounting firms are using emerging technologies, such as RPA and analytics, on client engagements
Speaker(s):

General Session – Good Morning with AICPA Chair Tracey Golden

Jul 16, 2020 11:15am ‐ Jul 16, 2020 11:30am

Identification: INT2008

Speaker(s):

Powering Future-Ready Industry CPAs

Jul 16, 2020 11:40am ‐ Jul 16, 2020 12:30pm

Identification: INT2009

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Credit Type : Specialized Knowledge

Operation Prerequisites : None

For CPAs in C-suite, controller, and FP&A roles, keeping up with the issues that drive their business in today’s business world can be daunting. What’s more, no two job descriptions for CPAs in Business and Industry are alike! Compliance, technology, innovation, human capital, M&A, EBP, data analysis, and a host of responsibilities and accountabilities can fall under a CPA's purview in the corporate world. How does our profession best support CPA members in these unique roles? This session looks ahead to the CPA of the future in B&I and explores how we can engage and partner with members in this broad space, to help define and enhance the CPA credential to the broad business world.

Speaker(s):
  • Paul Parks, CPA, CGMA, Director, Management Accounting - Americas Region, AICPA

Creating a Diverse PipelineCreating a Diverse Pipeline

Preview Available

Creating a Diverse Pipeline

Jul 16, 2020 11:40am ‐ Jul 16, 2020 12:30pm

Identification: INT2010

Operation Minutes : 50

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Credits : 1

Operation Level : Basic

Operation Advanced Prep : None

Operation Credit Type : Personal Development

Operation Prerequisites : None

Diversity in the profession starts with the pipeline. Join us to hear highlights about the effective ways that our organizations can work to diversify the CPA candidate pool through timely in-person/virtual events, direct marketing and relationship building, etc.

Speaker(s):
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