2021 Digital CPA Conference

Dec 5, 2021 ‐ Dec 8, 2021



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. 

Packages Display Packages

This includes sessions from the conference: 2021 Digital CPA Conference

Sessions Included:

Welcome and Announcements | Keynote: Remove Barriers to Reinvent the Client Experience (Dec 06, 2021 02:00 PM)

Keynote: Profession Update, Adapt & Thrive: Leading Change in a Complex World (Dec 06, 2021 03:35 PM)

Experiential Keynote: Foundations of Practical Futurism (Dec 06, 2021 04:45 PM)

Keynote: Building the Future of Work (Dec 07, 2021 08:00 AM)

Firm Productivity in the 21st century (Dec 07, 2021 09:00 AM)

Transforming the Audits of the Future (Dec 07, 2021 09:00 AM)

How to Grow Your CAS Practice with FP&A Services (Dec 07, 2021 09:00 AM)

Taking Your Client Advisory Services to the Next Level with BI and Data Analytic Tools (Dec 07, 2021 10:35 AM)

Value Creation thru RPA (Dec 07, 2021 10:35 AM)

Cryptocurrency - Valuation and Reporting (Dec 07, 2021 10:35 AM)

The Playbook to Create a Business Financing Advisory Practice (Dec 07, 2021 10:35 AM)

BPO to CFO: Systemizing to Offer More to Clients (Part 1) (Dec 07, 2021 11:35 AM)

Client Onboarding: Standardizing and Customizing (Dec 07, 2021 11:35 AM)

Developing the Mindset to be a Successful Advisor (Dec 07, 2021 11:35 AM)

Building a CAS Curriculum within Your Firm (Dec 07, 2021 01:30 PM)

Being Intentional in Your Virtual Experience (Dec 07, 2021 01:30 PM)

What's Around the Corner: New Firm Roles (Dec 07, 2021 01:30 PM)

BPO to CFO: Systemizing to Offer More to Clients (Part 2) (Dec 07, 2021 03:15 PM)

AI Platforms are Growing Up (Dec 07, 2021 03:15 PM)

Enabling Assurance Technology Change in Your Firms (Dec 07, 2021 03:15 PM)

Mastering Your Sales & Use Tax Strategy in Today’s Landscape (Dec 07, 2021 03:15 PM)

Keynote: Digital CPA Update, The Great Accelerant (Dec 08, 2021 08:00 AM)

Emerging Advisory Services: ESG, SOC, Working Capital (Dec 08, 2021 09:00 AM)

Data Security in a Remote World (Dec 08, 2021 09:00 AM)

Insights from the CAS Firms' Assessments (Dec 08, 2021 09:00 AM)

Growth of Risk-Based Data Analytics Detecting Fraud (Dec 08, 2021 09:00 AM)

Guide to Annual Planning: A Framework for Helping Clients Achieve Business Goals (Dec 08, 2021 10:10 AM)

Remote Auditing: New Process, New Tools (Dec 08, 2021 10:10 AM)

Keynote: Finding Opportunity in Crisis: Becoming a Future-Ready Leader (Dec 08, 2021 11:10 AM)

Lunch & AICPA Town Hall (Dec 07, 2021 12:30 PM)

Roundtables: Overcoming Overwhelm (Dec 07, 2021 04:40 PM)

Standard: $379.00

Sessions

Welcome and Announcements | Keynote: Remove Barriers to Reinvent the Client Experience

Dec 6, 2021 2:00pm ‐ Dec 6, 2021 3:05pm

Identification: DCPA2104

Welcome to DCPA21! We are thrilled to be back together with this innovative community of practitioners! Join us at 2pm CT as we kick off the start of the main conference.


Learn how to equip your organization and deliver what your clients most want and need as George Blankenship conveys animated stories of challenge, strategy and demonstrated results. How far do you need to go to change the way people think and act? With 30 years of strategy, retail and real estate experience, the former Tesla and Apple executive believes in order to develop brand loyalty and earn the trust of clients, organizations must first dedicate themselves to understanding the client experience.

Blankenship captivates audiences and energizes them with the tools they need to remove barriers to innovation, deliver outstanding experiences, and create a culture of service excellence. His high-energy presentation inspires audiences to rethink the challenges that face leaders in a modern market and develop groundbreaking, client-centric strategies that will transform and elevate organizations into global icons.

Learning Objectives:
  • Identify how barriers impact client experiences
  • Recall about some of the most innovative companies in the world’s innovation strategies
  • Analyze the client experience to elevate your brand
Keynote(s):
Tags: Leadership
Standard: $49.00

Keynote: Profession Update, Adapt & Thrive: Leading Change in a Complex World

Dec 6, 2021 3:35pm ‐ Dec 6, 2021 4:25pm

Identification: DCPA2105

The accounting and finance profession has always adapted during unprecedented times, and we are riding the momentum of our successes to leverage change to seize new opportunities. Together, the profession is taking steps to continue evolving and growing so we can thrive in the future. In this Profession Update, AICPA President & CEO Barry Melancon will explore the ways the accounting profession is adapting and thriving to lead the way in a complex world.

Learning Objectives:
  • Recall an update on the profession’s most pressing issues
  • Identify key drivers to firm evolution
  • Recognize new opportunities for service lines
Keynote(s):
Tags: Business
Standard: $49.00

Experiential Keynote: Foundations of Practical Futurism

Dec 6, 2021 4:45pm ‐ Dec 6, 2021 6:00pm

Identification: DCPA2106

In a tech-driven world and business environment of accelerating change and increasing complexity, the ability to see and think like a futurist offers a growing strategic advantage. But “embracing the future” in business has too often meant succumbing to endless hype cycles, techno babble & wishful thinking. We offer a practical alternative: a solutions-oriented grounding in futures-thinking that cuts through the hype and gives leaders the tools to identify emerging opportunities/threats and to understand the future as a dynamic space for experimentation and learning.

We combine principles and practices from the worlds of strategic foresight, social entrepreneurship, tech innovation, and design to create a unique introduction to envisioning the future and learning how to seize it.

Learning Objectives:
  • Identify and evaluate weak signals and emerging trends as early indicators of coming change
  • Recall current signals relevant to the future of organization and industry
  • Distinguish between foresight and planning and understand the limitations of a planner’s mindset in an environment of high complexity
  • Assess uncertainty as a window into discovery and innovation
Keynote(s):
Tags: Leadership
Standard: $49.00

Keynote: Building the Future of Work

Dec 7, 2021 8:00am ‐ Dec 7, 2021 8:50am

Identification: DCPA2107

MIT economist David Autor dives in to how machines and humans will work side-by-side. His research goes beyond theory, it identifies evolutionary trends in artificial intelligence (AI) and machine learning (ML) advancements to pinpoint the augmentation that is taking place. Do new technologies automate tasks and eliminate jobs – or do they augment human skills and create new work? The answer is YES! It is the and, not or.

Autor breaks down how accounting & finance professionals will move up the value chain, identifies the new work that machines create, and explores how we have been automating ourselves for 200+ years. This session will clearly define what makes us more productive and which systems to capitalize on.

Learning Objectives:
  • Recognize what new work will look like in the future
  • Identify how humans and machines will work together
  • Determine best uses of capital as it relates to AI investments
Keynote(s):
  • David Autor, Ford Professor of Economics and Associate Head of the MIT Department of Economics, Massachusetts Institute of Technology
Tags: Leadership
Standard: $49.00

Firm Productivity in the 21st century

Dec 7, 2021 9:00am ‐ Dec 7, 2021 10:15am

Identification: DCPA2108

For over 2 decades the profession has been trying to solve the staffing question. As firm leaders are exploring the impact of flex work schedules and technology like RPA and AI augmenting the skills of our team, it is time to reframe the productivity question. In place of focusing on how to get more staff onboard to do more work, we should look at the structure and make up of our teams. What roles do technology play? What positions can be filled by non-accounting professionals? Where do we use bots and fractual staffing to level the peaks and valleys of busy seasons? Join this session to discuss these questions, and hear many other perspectives to reframe the productivity question of the 21st century.

Learning Objectives:
  • Recall alternative options to create capacity within firms
  • Identify ways to reframe the question of productivity
Speaker(s):
Tags: Leadership
Standard: $49.00

Transforming the Audits of the Future

Dec 7, 2021 9:00am ‐ Dec 7, 2021 10:15am

Identification: DCPA2109

Auditing has been digitized with the advent of paperless and cloud technology. Now it is time for a digital transformation. Some in the profession are developing a new vision of what auditing looks like. Remote audits are one aspect, but what about when it goes beyond that? In this session, we will discuss how the traditional team structure can change by leveraging technology, specialized skills, and preparing for continuous auditing opportunities. Join the discussion on leading the way to a new audit of the future, and where to begin.

Learning Objectives:
  • Identify top data driven audit opportunities
  • Recognize data driven audit and data analytics in action
Speaker(s):
Tags: Business
Standard: $49.00

How to Grow Your CAS Practice with FP&A Services

Dec 7, 2021 9:00am ‐ Dec 7, 2021 10:15am

Identification: DCPA2110

In this session, we will examine the four levels of Gartner’s financial analytics maturity model and how to grow into higher value advisory services using this framework. Learn how financial planning and analysis (FP&A) technology can help firms deliver a full range of advisory services from: analytics to financial modeling (forecasting and budgeting), to strategic business planning for scaling your practice, to deepening client relationships, and growing revenue.

Learning Objectives:
  • Identify the key elements of Gartner's financial analytics maturity model.
  • Recognize how Financial Planning & Analysis technology can be incorporated into your practice.
  • Recognize key client pain points that can drive deeper client relationships through FP&A solutions.
  • Analyze how to build advisory opportunities leveraging FP&A tools and methodologies.
Speaker(s):
Tags: Technical
Standard: $49.00

Taking Your Client Advisory Services to the Next Level with BI and Data Analytic Tools

Dec 7, 2021 10:35am ‐ Dec 7, 2021 11:25am

Identification: DCPA2112

As advisors, we strive to improve our clients’ businesses with the financials we provide them. Yet many of us still spend the majority of our time calculating ratios and creating spreadsheets manually. This doesn’t leave the necessary amount of time in our day to advise our clients on how to improve their financial results at a holistic level. Business Intelligence (BI) and data analytics are invaluable tools for client advisors to gain insight and foresight. However, without digging into the numbers, your advisory clients still may feel they are not getting what they need from you. We can learn to create the value that our clients desire by clearly communicating and analyzing the meaning of financial data in a way that helps them succeed and thrive.

During this session, be ready to learn from best in class vendors on how to dig into their KPI and Dashboard data in combination with Amy Vetter, CPA to help you learn how to take your advisory services to the next level with the communication techniques that will differentiate you from your peers. Be prepared to interact. We will generate questions you need to ask during an advisory engagement using the insights and analytics generated from automating these calculations through technology. Once we change how we create and deliver analytics, we can lift our value to our advisory clients as a strategic, highly valued partner whom they can’t imagine living without.

Learning Objectives:
  • Identify technologies that automate the generation of data analytics and business intelligence to save time and provide deeper insights.
  • Recognize how to use effective questioning to engage clients and share high value data analytics and business intelligence insights that set your advisory services apart from the competition.
Speaker(s):
Standard: $49.00

Value Creation thru RPA iconValue Creation thru RPA

Preview Available

Value Creation thru RPA

Dec 7, 2021 10:35am ‐ Dec 7, 2021 11:25am

Identification: DCPA2113

Deloitte's 2020 global intelligent automation survey found 94% of global executives have started implementing robotic process automation (RPA) or will in the next 3 years. RPA can perform as a team member for rules based processes. As firms are performing back office functions for businesses, or consulting businesses on streamlining their accounting and finance functions, RPA should be part of the discussion. In this session, panelists will discuss the differences between using API and RPA to automate, as well as, how these tools get us closer to the zero day close. You will hear how RPA is becoming more accessible to firms of all sizes and not just firms with extensive technology teams.

Learning Objectives:
  • Assess the case for the move to RPA and how to go about it with management.
  • Apply a general methodology regarding RPA that attendees can take to their own organizations or their clients on ways to evaluate and adopt RPA solutions.
Speaker(s):
  • Lesley Mast, Firm Project Manager, Rea & Associates, Inc
  • Jotham Ty, Founder and CEO, Gappify
  • Jim C. Bourke, CPA, CITP, CFF, CGMA, Managing Director Advisory Services, WithumSmith+Brown
Tags: Technical
Standard: $49.00

Cryptocurrency - Valuation and Reporting

Dec 7, 2021 10:35am ‐ Dec 7, 2021 11:25am

Identification: DCPA2114

Cryptocurrency is hitting mainstream conversations, so it is no wonder valuations and reporting are emerging as services across the profession. Along with increased awareness and interest in cryptocurrency comes new use cases and applications. In this session, we will review updates in this field over the last year and discuss what is on the horizon for uses and accounting services to support the growth. Practitioners and consultants working in this niche space will share their point of view and how the profession should prepare to meet clients' cryptocurrency needs.

Learning Objectives:
  • Recall the latest progress in the world of cryptoassets, including crypto on public company balance sheets, and how the accounting profession needs to prepare.
  • Identify the current crypto reporting challenges, and how to manage these on behalf of your firm and clients.
Speaker(s):
Tags: Technical
Standard: $49.00