AICPA & CIMA ENGAGE 2021

Jun 7, 2021 ‐ Jun 10, 2021



Sessions

ENG21K01. Into the Unknown: How Leadership, Ingenuity, and Perseverance Put a Rover on Mars

Jun 8, 2021 3:00pm ‐ Jun 8, 2021 4:15pm

Identification: ENG21K01

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Minutes: 75

Operation Credits: 1.5

Operation Credit Type: Specialized Knowledge, Personal Development, Information Technology

Operation Level: Basic

Operation Prerequisites: 1-2 Years in the Profession

Operation Advanced Prep: None

Operation Sale: 1

Operation Archive: 1

Only Adam Steltzner and his talented team at Jet Propulsion Lab could follow their “Curiosity” rover success with the stunning Mars 2020 mission to land the rover “Perseverance” on the red planet. The magnificent landing on Mars on February 18, 2021 was akin to hurling a dart from New York City to land in a 5-foot circle in Washington DC. More than a technological achievement, the successful mission stands as an extraordinary leadership accomplishment in the midst of a global pandemic. In his exhilarating keynote, full of fascinating anecdotes and breathtaking images, Steltzner shares his own innovation challenges, leadership struggles, and flawless execution. Most importantly, he shows how you can overcome daunting obstacles in times of uncertainty and change. The human spirit is boundless, and Steltzner leaves you unafraid to journey from your comfort zone to explore your own exciting future.

Speaker(s):
  • Adam Steltzner, Leader & Chief Engineer, NASA Mars 2020 Mission, Rover Perseverance
Category: ENGAGE Keynote (Online)

ENG21K02. A Conversation with Sir Richard Branson

Jun 8, 2021 4:30pm ‐ Jun 8, 2021 5:45pm

Identification: ENG21K02

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 0

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

Operation Credit Type: Business, Management & Organization, Personal Development

Operation Level: Basic

Operation Prerequisites: 1-2 Years in the Profession

Operation Advanced Prep: None

Don’t miss this exclusive opportunity to hear from one of the world’s great entrepreneurs and philanthropists - Sir Richard Branson. Join event host, Jill Schlesinger (CBS News), as she explores the story behind the iconic ‘Virgin’ brand, delves into his innovative, creative thinking and learns about the challenges he’s had to overcome to get to where he is today. You’ll also hear his personal insights on:

• The many shapes of entrepreneurship

• The power of the competitive spirit

• The art of the charitable business

Don’t miss your opportunity to see one of the boldest thinkers in modern business live online at AICPA & CIMA ENGAGE 2021.

Speaker(s):
Category: ENGAGE Keynote (Online)

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

Jul 24, 2021 12:30pm ‐ Jul 24, 2021 6:00pm

Identification: PFP21101A

Operation Credits: 6

Operation Minutes: 310

Operation Prerequisites: 3-5 Years in Profession

Operation Introducer: Ted Sarenski

Operation Credit Type: Business Management & Organization, Regulatory Ethics, Computer Software & Applications, Communications & Marketing

Operation Level: Intermediate

Operation Advanced Prep: None

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

Learning Objectives:
  • Recognize the future of services to individuals
  • Determine numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with clients
  • Identify compliance, technology and practice management considerations
  • Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
Speaker(s):
Tags: PFP

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

Jul 25, 2021 8:00am ‐ Jul 25, 2021 5:00pm

Identification: PFP21101B

Operation Credits: 9.5

Operation Credit Type: Business Management & Operations, Regulatory Ethics, Computer Software & Applications, Communications & Marketing

Operation Minutes: 475

Operation Level: Intermediate

Operation Prerequisites: 3-5 Years in Profession

Operation Advanced Prep: None

Operation Introducer: Ted Sarenski

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

Learning Objectives:
  • Recognize the future of services to individuals
  • Determine numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with clients
  • Identify compliance, technology and practice management considerations
  • Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
Speaker(s):
Tags: PFP

EST2101. Current Developments in Estate Planning

Jul 26, 2021 8:00am ‐ Jul 26, 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

Operation Credit Type: Taxes

Operation Level: Update

Operation Prerequisites: 1-2 Years in the Profession

Operation Advanced Prep: None

This session will be a review of the most recent cases, rulings, and tax code changes that impact estate, gift and generation-skipping tax matters, and income taxation of trusts.

Learning Objectives:
  • Understand changes to the estate tax rules.
  • Learn how to use the changes to the rules to advantage clients in the context of their estate plans.
Speaker(s):
Tags: EST

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

Jul 26, 2021 8:00am ‐ Jul 26, 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

PFP2101. KEYNOTE: Economic Update

Jul 26, 2021 8:00am ‐ Jul 26, 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

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: ENG2101

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Minutes: 75

Operation Credits: 1.5

Operation Credit Type: Specialized Knowledge

Operation Level: Intermediate

Operation Prerequisites: 3-5 Years in the Profession

Operation Advanced Prep: None

To be announced.

Speaker(s):
Tags: PFP EST

ENG2136. Peer Review UpdateENG2136. Peer Review Update

Preview Available

ENG2136. Peer Review Update

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: ENG2136

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

Operation Credit Type: Auditing

Operation Level: Intermediate

Operation Prerequisites: 3-5 Years in the Profession

Operation Advanced Prep: None



The session provides information essential to all peer reviewers, including an update on the Enhanced Audit Quality (EAQ) initiative, as well as a high-level overview of changes to Peer Review standards and guidance.



Learning Objectives:

1. Identify significant elements of the current Enhancing Audit Quality (EAQ) initiative.

2. Recall the most recent developments in the Peer Review Program.

Learning Objectives:
  • Identify significant elements of the current Enhancing Audit Quality (EAQ) initiative.
  • Recall the most recent developments in the Peer Review Program.
Speaker(s):
Tags: NAA AICPA

NAA2102. Malpractice Risks and Going Concern

Jul 26, 2021 9:30am ‐ Jul 26, 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

The consideration of going concern has received increased emphasis in recent years with new requirements and also the effects of COVID-19. In this up-tempo presentation, learn effective thought processes to effectively address conditions and events that raise substantial doubt about an entity's ability to continue as a going concern.

Learning Objectives:
  • Understand the risks of material misstatement to financial statements related to going concern
  • Effective risk assessment regarding going concern in an evolving environment
Speaker(s):
Tags: NAA
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