AICPA & CIMA ENGAGE 2021

Jun 7, 2021 ‐ Jun 10, 2021



Sessions

PFP21101A. Building Your Tax & Financial Planning Advisory Business Pre-Conference Workshop

Jun 5, 2021 12:30pm ‐ Jun 5, 2021 6:00pm

Identification: PFP21101A.

Operation Credit Type: Business Management & Operations and Computer

Operation Credits: 5.5

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 275

Tax, Retirement, Estate, Risk Management & Investments

With 10,000 baby boomers turning 65 each day and $30 trillion in wealth transferring over the next 20 years, individuals, families, and business owners have a growing need for their trusted adviser to guide them through the complexities.

Research has shown that these clients and prospects want their adviser to be their primary point of contact who can integrate their full spectrum of personal finance needs throughout their lives and CPAs are perfectly positioned to do this.

Stepping into an expanded role to offer tax and financial planning services is a meaningful venture as most CPAs find that these services provide fulfillment and value for their clients and themselves.

If you’re up for the opportunity, this two-day seminar will give you the tools you need to get underway in offering tax and financial planning services.

Topics for Day 1:

  • PFP Business Models: True Stories from Successful CPAs
  • Regulatory and Compliance Issues
  • Recap in Preparation for Day Two

Learning objectives:

  1. Recognize the future of services to individuals
  2. Determine numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  3. Identify tips to effectively communicate with clients
  4. Identify compliance, technology and practice management considerations
  5. Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses

Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop (Additional Fee)

PFP21101B. Building Your Tax & Financial Planning Advisory Business Pre-Conference Workshop

Jun 6, 2021 8:00am ‐ Jun 6, 2021 5:00pm

Identification: PFP21101B.

Operation Credits: 9.5

Operation Credit Type: Business Management & Operations and Computer

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 475

Tax, Retirement, Estate, Risk Management & Investments

With 10,000 baby boomers turning 65 each day and $30 trillion in wealth transferring over the next 20 years, individuals, families, and business owners have a growing need for their trusted adviser to guide them through the complexities.

Research has shown that these clients and prospects want their adviser to be their primary point of contact who can integrate their full spectrum of personal finance needs throughout their lives and CPAs are perfectly positioned to do this.

Stepping into an expanded role to offer tax and financial planning services is a meaningful venture as most CPAs find that these services provide fulfillment and value for their clients and themselves.

If you’re up for the opportunity, this two-day seminar will give you the tools you need to get underway in offering tax and financial planning services.

Topics for Day 2:

  • How To Get Started and Practical Approach to Client Meetings
  • Technology Topics for PFP
  • Business Model Roundtables
  • Where are they now?
  • Effectively Communicating with Your Clients
  • Next Steps: Practical Advice from the Panel and Q&A

Learning objectives:

  1. Recognize the future of services to individuals
  2. Determine numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  3. Identify tips to effectively communicate with clients
  4. Identify compliance, technology and practice management considerations
  5. Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses

Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop (Additional Fee)

EST2101. Estate Planning Update

Jun 7, 2021 8:00am ‐ Jun 7, 2021 9:15am

Identification: EST2101

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Minutes: 75

Operation Credits: 1.5

Operation Sale: 1

Operation Archive: 1

To be announced.

Speaker(s):
Tags: EST
Category: General Session (Onsite and Online)

NAA2101. AICPA Update: Trust, Value and Opportunity in Assurance

Jun 7, 2021 8:00am ‐ Jun 7, 2021 9:15am

Identification: NAA2101

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

Operation Prerequisites: 1-2 Years in the Profession

Operation Credit Type: Accounting, Auditing

Operation Level: Update

Operation Advanced Prep: None

The business environment is complex and evolving more rapidly than ever. In order to position ourselves for success, we must understand prevailing environmental trends, how they impact what we do as assurance providers, and the opportunities they present.

Learning Objectives:
  • Learn about the trends in the environment that are impacting assurance practice
  • Understand impacts on audit quality
  • Obtain insights into developments that will affect practice in the near future
  • Learn about new assurance opportunities
Speaker(s):
  • Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
Tags: NAA
Category: General Session (Onsite and Online)

PFP2101. KEYNOTE: Economic Update

Jun 7, 2021 8:00am ‐ Jun 7, 2021 9:15am

Identification: PFP2101

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

To Be Announced.

Speaker(s):
  • David P. Kelly, PhD, CFA, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P Morgan Asset Management
Tags: PFP
Category: General Session (Onsite and Online)

ENG2136. Peer ReviewENG2136. Peer Review

Preview Available

ENG2136. Peer Review

Jun 7, 2021 9:00am ‐ Jun 7, 2021 10:30am

Identification: ENG2136

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

To Be Announced.

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

ENG2101. Wealth Transfer Planning in the New Administration

Jun 7, 2021 9:30am ‐ Jun 7, 2021 10:45am

Identification: ENG2101

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Minutes: 75

Operation Credits: 1.5

To be announced.

Speaker(s):
Tags: PFP EST
Category: General Session (Onsite and Online)

NAA2102. Topic TBDNAA2102. Topic TBD

Preview Available

NAA2102. Topic TBD

Jun 7, 2021 9:30am ‐ Jun 7, 2021 10:45am

Identification: NAA2102

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

To Be Announced.

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

NAA2103. ARSC Update - Reviews, Compilations and Financial Statement Preparation

Jun 7, 2021 9:30am ‐ Jun 7, 2021 10:45am

Identification: NAA2103

Operation Credit Type: Auditing

Operation Level: Intermediate

Operation Prerequisites: 3-5 Years in the Profession

Operation Advanced Prep: None

Operation Minutes: 75

Operation Credits: 1.5

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

The session will be an interactive discussion with the Chair of the Accounting and Review Services Committee(ARSC) and the AICPA staff liaison to the ARSC covering recent activities of the ARSC and performance and reporting requirements and best practices for reviews, compilations and financial statement preparation engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).



Learning Objectives: 

  1. Identify recent revisions to standards for reviews, compilations and financial statement preparation engagements.
  2. Discover best practices for performing and reporting for reviews, compilations and financial statement preparation engagements.

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

NAA2104. Special Edition: Inspector Gadget for A&A Practices

Jun 7, 2021 9:30am ‐ Jun 7, 2021 10:45am

Identification: NAA2104

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

Operation Prerequisites: 1-2 Years in the Profession

Operation Credit Type: Information Technology

Operation Level: Update

Operation Advanced Prep: None

The year 2020 was unlike any other - requiring each of us to quickly pivot and transform virtually all aspects of our personal and professional lives. Working from home, video meetings and the elimination of business travel became the "new normal" in just a few day's times. But these significant changes also presented tremendous opportunity for innovation and digital transformation. Join Inspector Gadget has he examines the latest technology developments and products supporting these rapid changes. Topics will include blockchain, machine learning/AI, 5G, big data, cloud, quantum computing and more! This session will also uniquely examine the impact of these technologies on A&A. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

Learning Objectives:

  1. Recall the latest technology trends and the impact these trends will have on next generation devices.
  2. Explore how selected technologies are revolutionizing A&A practices, and how you can leverage these technologies within your own firm.
  3. Prioritize technology initiatives based on greatest impact.

Learning Objectives:
  • Recall the latest technology trends and the impact these trends will have on next generation devices.
  • Explore how selected technologies are revolutionizing A&A practices, and how you can leverage these technologies within your own firm.
  • Prioritize technology initiatives based on greatest impact.
Speaker(s):
  • David M. Cieslak, CPA, CITP, CGMA, GSEC, EVP, Chief Cloud Officer, RKL eSolutions, LLC
Tags: NAA
Category: Concurrent Session (Onsite and Online)
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