2022 AICPA & CIMA ENGAGE

Jun 6, 2022 ‐ Jun 9, 2022



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 AICPA & CIMA ENGAGE 2022:

  • Advanced Accounting and Auditing 2022
  • Advanced Estate Planning 2022
  • Advanced Personal Financial Planning 2022
  • Corporate Finance 2022
  • EDGE Career Development 2022
  • Practitioners Symposium and TECH+ Conference 2022
  • Tax Strategies for the High-Income Individual 2022

Sessions Included:

Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 06, 2022 09:30 AM)

Community Property Basics for Accountants and other Planners (Jun 06, 2022 11:15 AM)

IRAs at Death & Beyond: Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act (Jun 06, 2022 11:15 AM)

Legislation and Regulation Updates (Jun 06, 2022 01:30 PM)

Inbound Tax Planning (Jun 06, 2022 03:00 PM)

The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond (Jun 06, 2022 03:00 PM)

Grantor Trust Planning (Jun 07, 2022 08:00 AM)

Workshop: All Things Roth (Jun 07, 2022 09:30 AM)

Planning for Closely-held Businesses (Jun 07, 2022 11:15 AM)

NIMCRUT Basics – When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust (Jun 07, 2022 11:15 AM)

Making Changes to Irrevocable Trusts (Jun 07, 2022 02:30 PM)

Income Tax Planning for Trusts (Jun 07, 2022 04:15 PM)

AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update (Jun 07, 2022 04:15 PM)

Estate Planning for Private Equity and Opportunity Zone Funds (Jun 08, 2022 03:30 PM)

AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance (Jun 06, 2022 09:30 AM)

Top Technical Hotline Accounting, Auditing, Compilation, Reviews FAQs (Jun 06, 2022 11:15 AM)

Remote Audit - Impact for the Future (Jun 06, 2022 11:15 AM)

Ethics Update - A Peek at PEEC (Jun 06, 2022 11:15 AM)

ARSC & ASB Update (Jun 06, 2022 01:30 PM)

The New Risk Assessment Standard and Audit Guide - Implementation at Smaller Firms (Jun 06, 2022 03:00 PM)

Single Audit Update (Jun 06, 2022 03:00 PM)

Leases (ASC 842) - Implementation Best Practices (Jun 07, 2022 09:30 AM)

Auditing COVID Relief Government and Private Grant and Loan Assistance Program Funding (Jun 07, 2022 09:30 AM)

Stump the Chumps (Jun 07, 2022 11:15 AM)

Evidence and Analytical Procedures Risk (Jun 07, 2022 11:15 AM)

Profits Interests - Special Issues Related to Accounting for Partnerships (Jun 08, 2022 03:30 PM)

Enhancing Internal Control Assessments: Efficiency, Effectiveness and Compliance (Jun 08, 2022 03:30 PM)

Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty (Jun 09, 2022 01:30 PM)

Current State of Mergers and Acquisitions in the Profession (Jun 09, 2022 03:00 PM)

The “Big Eight”: What Firms Must Have to Create Unity and Success (Jun 08, 2022 02:00 PM)

TECH Tips & Tricks (Jun 07, 2022 09:30 AM)

Taking Your Office 365 ROI to the Next Level (Jun 09, 2022 11:15 AM)

Navigating the Labor Market to Build Your Team (Jun 08, 2022 03:30 PM)

Tax season debrief (Jun 07, 2022 02:30 PM)

Top 5 Partner Compensation Mistakes – and How to Fix Them (Jun 09, 2022 09:30 AM)

Small Firm Succession - Are you ready for the next wave of M&A (Jun 09, 2022 08:00 AM)

Inspector Gadget (Jun 07, 2022 08:00 AM)

Cybersecurity Threat Landscape, Risk Management and Incident Response (Jun 07, 2022 02:30 PM)

RPA and AI: Use cases for CPA's (Jun 07, 2022 11:15 AM)

SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (Jun 08, 2022 03:30 PM)

Tech Update 2022 | preceded by the AICPA Technology Advisory Standing Ovation Awards (Jun 09, 2022 08:00 AM)

The Mobile CPA / What's In My Bag? (Jun 09, 2022 01:30 PM)

Starting a "Technology Focused" Advisory Practice - Where to Begin (Jun 08, 2022 02:00 PM)

Remote Workforce: Computing and Compliance Challenges & Best Practices (Jun 07, 2022 04:15 PM)

Technology's Role in a CPA Firm Merger (Jun 09, 2022 11:15 AM)

Starting Your Own Firm - The "Must Have" Technology Stack (Jun 09, 2022 09:30 AM)

CAS2.0: Taking Your Advisory Practice to the Next Level (Jun 07, 2022 02:30 PM)

Featuring Finance and FinTech in your Client Advisory Practice (Jun 06, 2022 11:15 AM)

Winning Larger Engagements with Subscription-based Pricing (Jun 07, 2022 09:30 AM)

Help Clients Gain Better Business Outcomes: Discover the Power of a PEO (Jun 08, 2022 03:30 PM)

Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards (Jun 06, 2022 09:30 AM)

Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts (Jun 06, 2022 11:15 AM)

2022 Strategic and Tactical Themes (Jun 06, 2022 11:15 AM)

Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility (Jun 08, 2022 02:00 PM)

Ideate, Create and Elevate: Systematizing Your Practice (Jun 06, 2022 01:30 PM)

How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice (Jun 06, 2022 01:30 PM)

What To Do When a Strategy Performs Poorly (Jun 06, 2022 03:00 PM)

Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients (Jun 06, 2022 03:00 PM)

Guaranteed Income: The Forgotten Household Asset (Jun 06, 2022 03:00 PM)

Challenging Times: Charting the Economic Path of the US Amid Tumultuous Events at Home and Abroad| preceded by the PFP Lifetime Achievement Award (Jun 07, 2022 08:00 AM)

Rising Rates: Is it Time to Abandon Fixed Income? (Jun 07, 2022 09:30 AM)

Skills to Hire for the Future (Jun 07, 2022 09:30 AM)

Investment Best Ideas Panel (Jun 07, 2022 11:15 AM)

Preparing to be Purchased and/or Sold (Jun 07, 2022 11:15 AM)

Retirement Best Ideas Panel (Jun 07, 2022 02:30 PM)

Healthcare Planning for Early Retirement (Jun 07, 2022 02:30 PM)

Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation (Jun 07, 2022 04:15 PM)

Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events (Jun 08, 2022 02:00 PM)

Estate Planning Themes For 2022 and Beyond (Jun 06, 2022 01:30 PM)

Social Security with Medicare (Jun 08, 2022 03:30 PM)

General Business Tax Update (Jun 09, 2022 01:30 PM)

1031 Exchanges (Jun 07, 2022 11:15 AM)

Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs (Jun 07, 2022 04:15 PM)

Federal Tax Policy Update: Politics, Proposals and Prospects (Jun 09, 2022 09:30 AM)

Is your Tax Manager an asset or a liability? (Jun 09, 2022 11:15 AM)

Global Investing and Information Reporting for High Net Worth Individuals (Jun 09, 2022 11:15 AM)

Ethical Dilemmas in Representation (Jun 08, 2022 03:30 PM)

Individual Tax Update (Jun 07, 2022 09:30 AM)

Demistyfying Distributable Net Income (Jun 08, 2022 02:00 PM)

Partnership Tax Update (Jun 07, 2022 08:00 AM)

S Corp update, following the presentation of the Sid Kess Award for Excellence in Continuing Education (Jun 09, 2022 08:00 AM)

Real Estate Tax: Taxation of Real Estate Professionals (Jun 09, 2022 01:30 PM)

Best Tax Ideas Panel (Jun 09, 2022 03:00 PM)

The surprising state tax consequences triggered by employees who work from home (Jun 07, 2022 02:30 PM)

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape (Jun 09, 2022 08:00 AM)

CAS Workflow and a Continuous Close, Not Just a Myth (Jun 06, 2022 01:30 PM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX) (Jun 07, 2022 08:00 AM)

Virtual Selling - Becoming a Financial Influencer (Jun 09, 2022 08:00 AM)

How to Price and Position FP&A Services (Jun 09, 2022 01:30 PM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Interview on Retirement Rights and Wrongs (PFP, EST, TAX) (Jun 07, 2022 09:30 AM)

2022 IRA and Retirement Planning Update (PFP, EST, TAX) (Jun 07, 2022 11:15 AM)

Quality Management (NAA, PST) (Jun 08, 2022 03:30 PM)

Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX) (Jun 07, 2022 02:30 PM)

Driving Value from ESG Reporting (NAA, PST, FIN, EDGE) (Jun 07, 2022 02:30 PM)

Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN) (Jun 07, 2022 04:15 PM)

College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX) (Jun 07, 2022 04:15 PM)

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN) (Jun 07, 2022 04:15 PM)

An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN) (Jun 08, 2022 02:00 PM)

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX) (Jun 08, 2022 02:00 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Peer Review Update (Jun 07, 2022 11:15 AM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

Evolving the Client Experience around Audit (Jun 09, 2022 09:30 AM)

Succession Planning Case Studies (Jun 06, 2022 11:15 AM)

CAS Benchmark Survey Results – Insights into High Performing Practices (Jun 07, 2022 09:30 AM)

Overcoming Your Inner Debbie Downer (Jun 07, 2022 09:30 AM)

My Journey to Partner: Why I Left and What Could Have Been Done to Keep Me (Jun 07, 2022 02:30 PM)

Owning Your Mistakes Builds Trust (Jun 07, 2022 04:15 PM)

3 Simple Ways to Make Your Employees Never Want to Leave (Jun 08, 2022 02:00 PM)

Transforming a Broken Leadership Model (Jun 09, 2022 08:00 AM)

The Four Most Important Words in Leadership (Jun 09, 2022 09:30 AM)

Innovation Lab: How to Prototype Your Firm’s Future (Jun 09, 2022 11:15 AM)

Building Positive Relationships to Create Effective Teams (Jun 09, 2022 01:30 PM)

Future of Finance AICPA Initiatives Panel (Jun 07, 2022 08:00 AM)

Creating A Framework for Cross-Functional Collaboration and Business Partnership Success (Jun 07, 2022 09:30 AM)

Accelerate the Close (Jun 07, 2022 09:30 AM)

Beyond Theory: Application of AI & ML for Finance (Jun 07, 2022 11:15 AM)

How to Develop Staff to Think Critically (Jun 07, 2022 11:15 AM)

Tax Update: An Ever-Changing Landscape (Jun 07, 2022 02:30 PM)

Is Your Control Environment Under Control? (Jun 07, 2022 04:15 PM)

Change Leadership in the 21st Century (Jun 08, 2022 03:30 PM)

Economic Outlook (Jun 09, 2022 08:00 AM)

SEC & US GAAP Update (Jun 09, 2022 09:30 AM)

Agile Finance Transformation Success and Lessons Learned (Jun 09, 2022 11:15 AM)

CFO Guide to People & Performance Optimization (Jun 09, 2022 11:15 AM)

Finance Innovation – Adding xFP&A to Your Capabilities (Jun 09, 2022 09:30 AM)

Social Intelligence (Jun 09, 2022 01:30 PM)

Culture as a Competitive Advantage (Jun 09, 2022 03:00 PM)

Building Trust in a Hybrid World (Jun 07, 2022 11:15 AM)

AICPA Town Hall (Jun 07, 2022 01:00 PM)

Investing in Innovation, Emerging Trends in FinTech & ESG Solutions (Jun 06, 2022 09:30 AM)

Keynote: Professional Issues Update (Jun 08, 2022 09:00 AM)

Improving Firm Profitability (Jun 09, 2022 11:15 AM)

A Goals-Based Approach to Retirement Income Planning (Jun 07, 2022 11:15 AM)

Building the CPA Firm of the Future, presented by Avantax (Jun 07, 2022 07:00 AM)

EducationLab #2 (W 12:30) - Increase client engagement to build lasting relationships, presented by Xero (Jun 08, 2022 12:30 PM)

Find the right pricing model for your firm, presented by Xero (Jun 09, 2022 07:00 AM)

Leading with Tax Advisory in your Practice, presented by Intuit (Jun 07, 2022 07:00 AM)

Giving You Tax Credit Where Credit is Due, presented by ADP (Jun 07, 2022 07:00 AM)

Turbocharge Your Tech Accounting Practice, presented by Zoho Corporation (Jun 09, 2022 07:00 AM)

Winning & Retaining HNW Clients, presented by City National Rochdale (Jun 07, 2022 07:00 AM)

How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy (Jun 07, 2022 07:00 AM)

Rewriting the Book on Auditing, presented by Wolters Kluwer (Jun 07, 2022 07:00 AM)

Education Lab #2 (6:15pm) Increase Your Value as a Client Advisor, presented by Wolters Kluwer (Jun 06, 2022 06:15 PM)

Education Lab #2 (4:30pm) - The AI Revolution and its Impact on Accounting, presented by Botkeeper (Jun 06, 2022 04:30 PM)

Education Lab #1 (M 5:05pm) - ESG & ASC: Little Letters, Big Opportunity for Accounting Tech Innovation, presented by Trullion (Jun 06, 2022 05:05 PM)

Tech Demo #2 (5:05pm) - Creating a Customer First Client Experience for Engagements, presented by Auvenir (Jun 06, 2022 05:05 PM)

Tech Demo (5:40pm) - Simplify Management of Your IT without Sacrificing Security, presented by Dell (Jun 06, 2022 05:40 PM)

Education Lab #2 (T 12:45) Rejecting Automation: When Does Automation Not Make Sense, presented by Intuit (Jun 07, 2022 12:45 PM)

Education Lab #2 (T1:15) - Confessions of a MetaConsultant, presented by Sage (Jun 07, 2022 01:15 PM)

Tech Demo (T 4:30) All in One vs. Best in Breed - Demonstration, presented by Advyzon (Jun 06, 2022 04:30 PM)

Tech Demo (T 1:15) - Automation & Public Accounting: How 1040 Tax Prep is Evolving Through Artificial Intelligence presented by SurePrep (Jun 07, 2022 01:15 PM)

Tech Demo #2 (T 1:50) - The Revolutionary ROI Method for Tax Planning, presented by TaxPlanIQ (Jun 07, 2022 01:50 PM)

Education Lab #1 (1:15) Tax-Efficient Strategies for Your Clients: Periodic Payments vs. Lump Sum, presented by MetLife (Jun 07, 2022 01:15 PM)

Education Lab #1 (W 1:05) - The Last Major Tax Reform was in 2017 - Should I Worry if the Server Running My Business is Older Than That?, presented by Dell (Jun 08, 2022 01:05 PM)

Tech Demo (12:30) - Paychex Accountant HQ Technology Review, presented by Paychex (Jun 08, 2022 12:30 PM)

Tech Demo (1:05pm) - Business Financing Solutions – Demonstration (Jun 08, 2022 01:05 PM)

Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients, presented by SafeSend (Jun 07, 2022 07:00 AM)

Leveraging the Pooled Employer Plan (PEP) to Grow Your Practice, presented by Paychex (Jun 07, 2022 07:00 AM)

Education Lab #2 (5:35) All About PCPS: Finding Firm Practice Management Resources, presented by AICPA PCPS Section (Jun 08, 2022 05:35 PM)

Education Lab #2 (5:40pm) Adding the PFS credential as an experienced CPA, presented by the AICPA PFP Section (Jun 06, 2022 05:40 PM)

Education Lab #2 (1:50pm) - Unlock better client insights with spend management advisory services (Jun 07, 2022 01:50 PM)

Education Lab #1 (12:30) .cpa Branding and Business Development for the Accounting Firm in Today’s Digital World (Jun 08, 2022 12:30 PM)

5 Tips to Impact Your Firm's Bottom Line, presented by CPACharge (Jun 09, 2022 07:00 AM)

Tech Demo (12:45pm) - Crypto Tax Solutions – Demonstration, presented by CPA.com (Jun 07, 2022 12:45 PM)

Bring APIs to life, taking theory and converting it to practical use, presented by Thomson Reuters (Jun 07, 2022 07:00 AM)

ENGAGE Morning Studio (Jun 06, 2022 07:45 AM)

Live Interview in the ENGAGE Studio with Kimberly Ellison Taylor (Jun 06, 2022 12:05 PM)

ENGAGE Morning Studio (Jun 07, 2022 07:45 AM)

Live Speaker Q&A in the ENGAGE Studio with Jill Schlesinger and David Cieslak (Jun 07, 2022 10:45 AM)

ENGAGE Morning Studio (Jun 08, 2022 08:45 AM)

ENGAGE Morning Studio (Jun 09, 2022 06:45 AM)

Tax Strategies You've Heard of but Didn't Know How to Implement, presented by Credo (Jun 09, 2022 07:00 AM)

The Strategic Vision for Global Payables, presented by Tipalti (Jun 09, 2022 07:00 AM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Education Lab #1 (5:00pm) - Pull up a chair — Tax season therapy for your practice health (Jun 08, 2022 05:00 PM)

Standard: $595.00

This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA & CIMA ENGAGE 2022)

Sessions Included:

AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance (Jun 06, 2022 09:30 AM)

Top Technical Hotline Accounting, Auditing, Compilation, Reviews FAQs (Jun 06, 2022 11:15 AM)

Remote Audit - Impact for the Future (Jun 06, 2022 11:15 AM)

Ethics Update - A Peek at PEEC (Jun 06, 2022 11:15 AM)

ARSC & ASB Update (Jun 06, 2022 01:30 PM)

The New Risk Assessment Standard and Audit Guide - Implementation at Smaller Firms (Jun 06, 2022 03:00 PM)

Single Audit Update (Jun 06, 2022 03:00 PM)

Leases (ASC 842) - Implementation Best Practices (Jun 07, 2022 09:30 AM)

Auditing COVID Relief Government and Private Grant and Loan Assistance Program Funding (Jun 07, 2022 09:30 AM)

Stump the Chumps (Jun 07, 2022 11:15 AM)

Evidence and Analytical Procedures Risk (Jun 07, 2022 11:15 AM)

Profits Interests - Special Issues Related to Accounting for Partnerships (Jun 08, 2022 03:30 PM)

Enhancing Internal Control Assessments: Efficiency, Effectiveness and Compliance (Jun 08, 2022 03:30 PM)

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Quality Management (NAA, PST) (Jun 08, 2022 03:30 PM)

Driving Value from ESG Reporting (NAA, PST, FIN, EDGE) (Jun 07, 2022 02:30 PM)

Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN) (Jun 07, 2022 04:15 PM)

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN) (Jun 07, 2022 04:15 PM)

An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN) (Jun 08, 2022 02:00 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Standard: $379.00

This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2022)

Sessions Included:

Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 06, 2022 09:30 AM)

Community Property Basics for Accountants and other Planners (Jun 06, 2022 11:15 AM)

IRAs at Death & Beyond: Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act (Jun 06, 2022 11:15 AM)

Legislation and Regulation Updates (Jun 06, 2022 01:30 PM)

Inbound Tax Planning (Jun 06, 2022 03:00 PM)

The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond (Jun 06, 2022 03:00 PM)

Grantor Trust Planning (Jun 07, 2022 08:00 AM)

Workshop: All Things Roth (Jun 07, 2022 09:30 AM)

Planning for Closely-held Businesses (Jun 07, 2022 11:15 AM)

NIMCRUT Basics – When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust (Jun 07, 2022 11:15 AM)

Making Changes to Irrevocable Trusts (Jun 07, 2022 02:30 PM)

Income Tax Planning for Trusts (Jun 07, 2022 04:15 PM)

AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update (Jun 07, 2022 04:15 PM)

Estate Planning for Private Equity and Opportunity Zone Funds (Jun 08, 2022 03:30 PM)

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX) (Jun 07, 2022 08:00 AM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Interview on Retirement Rights and Wrongs (PFP, EST, TAX) (Jun 07, 2022 09:30 AM)

2022 IRA and Retirement Planning Update (PFP, EST, TAX) (Jun 07, 2022 11:15 AM)

Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX) (Jun 07, 2022 02:30 PM)

College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX) (Jun 07, 2022 04:15 PM)

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN) (Jun 07, 2022 04:15 PM)

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX) (Jun 08, 2022 02:00 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Standard: $379.00

This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)

Sessions Included:

Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards (Jun 06, 2022 09:30 AM)

Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts (Jun 06, 2022 11:15 AM)

2022 Strategic and Tactical Themes (Jun 06, 2022 11:15 AM)

Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility (Jun 08, 2022 02:00 PM)

Ideate, Create and Elevate: Systematizing Your Practice (Jun 06, 2022 01:30 PM)

How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice (Jun 06, 2022 01:30 PM)

What To Do When a Strategy Performs Poorly (Jun 06, 2022 03:00 PM)

Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients (Jun 06, 2022 03:00 PM)

Guaranteed Income: The Forgotten Household Asset (Jun 06, 2022 03:00 PM)

Challenging Times: Charting the Economic Path of the US Amid Tumultuous Events at Home and Abroad| preceded by the PFP Lifetime Achievement Award (Jun 07, 2022 08:00 AM)

Rising Rates: Is it Time to Abandon Fixed Income? (Jun 07, 2022 09:30 AM)

Skills to Hire for the Future (Jun 07, 2022 09:30 AM)

Investment Best Ideas Panel (Jun 07, 2022 11:15 AM)

Preparing to be Purchased and/or Sold (Jun 07, 2022 11:15 AM)

Retirement Best Ideas Panel (Jun 07, 2022 02:30 PM)

Healthcare Planning for Early Retirement (Jun 07, 2022 02:30 PM)

Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation (Jun 07, 2022 04:15 PM)

Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events (Jun 08, 2022 02:00 PM)

Estate Planning Themes For 2022 and Beyond (Jun 06, 2022 01:30 PM)

Social Security with Medicare (Jun 08, 2022 03:30 PM)

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX) (Jun 07, 2022 08:00 AM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Interview on Retirement Rights and Wrongs (PFP, EST, TAX) (Jun 07, 2022 09:30 AM)

2022 IRA and Retirement Planning Update (PFP, EST, TAX) (Jun 07, 2022 11:15 AM)

Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX) (Jun 07, 2022 02:30 PM)

College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX) (Jun 07, 2022 04:15 PM)

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN) (Jun 07, 2022 04:15 PM)

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX) (Jun 08, 2022 02:00 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

Succession Planning Case Studies (Jun 06, 2022 11:15 AM)

A Goals-Based Approach to Retirement Income Planning (Jun 07, 2022 11:15 AM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Standard: $379.00

This includes sessions from the conference: Corporate Finance (as part of AICPA & CIMA ENGAGE 2022)

Sessions Included:

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

CAS Workflow and a Continuous Close, Not Just a Myth (Jun 06, 2022 01:30 PM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

How to Price and Position FP&A Services (Jun 09, 2022 01:30 PM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Driving Value from ESG Reporting (NAA, PST, FIN, EDGE) (Jun 07, 2022 02:30 PM)

Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN) (Jun 07, 2022 04:15 PM)

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN) (Jun 07, 2022 04:15 PM)

An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN) (Jun 08, 2022 02:00 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

Future of Finance AICPA Initiatives Panel (Jun 07, 2022 08:00 AM)

Creating A Framework for Cross-Functional Collaboration and Business Partnership Success (Jun 07, 2022 09:30 AM)

Accelerate the Close (Jun 07, 2022 09:30 AM)

Beyond Theory: Application of AI & ML for Finance (Jun 07, 2022 11:15 AM)

How to Develop Staff to Think Critically (Jun 07, 2022 11:15 AM)

Tax Update: An Ever-Changing Landscape (Jun 07, 2022 02:30 PM)

Is Your Control Environment Under Control? (Jun 07, 2022 04:15 PM)

Change Leadership in the 21st Century (Jun 08, 2022 03:30 PM)

Economic Outlook (Jun 09, 2022 08:00 AM)

SEC & US GAAP Update (Jun 09, 2022 09:30 AM)

Agile Finance Transformation Success and Lessons Learned (Jun 09, 2022 11:15 AM)

CFO Guide to People & Performance Optimization (Jun 09, 2022 11:15 AM)

Finance Innovation – Adding xFP&A to Your Capabilities (Jun 09, 2022 09:30 AM)

Social Intelligence (Jun 09, 2022 01:30 PM)

Culture as a Competitive Advantage (Jun 09, 2022 03:00 PM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Standard: $379.00

This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2022)

Sessions Included:

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Driving Value from ESG Reporting (NAA, PST, FIN, EDGE) (Jun 07, 2022 02:30 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

Overcoming Your Inner Debbie Downer (Jun 07, 2022 09:30 AM)

My Journey to Partner: Why I Left and What Could Have Been Done to Keep Me (Jun 07, 2022 02:30 PM)

Owning Your Mistakes Builds Trust (Jun 07, 2022 04:15 PM)

3 Simple Ways to Make Your Employees Never Want to Leave (Jun 08, 2022 02:00 PM)

Transforming a Broken Leadership Model (Jun 09, 2022 08:00 AM)

The Four Most Important Words in Leadership (Jun 09, 2022 09:30 AM)

Innovation Lab: How to Prototype Your Firm’s Future (Jun 09, 2022 11:15 AM)

Building Positive Relationships to Create Effective Teams (Jun 09, 2022 01:30 PM)

Building Trust in a Hybrid World (Jun 07, 2022 11:15 AM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Standard: $299.00

This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2022)

Sessions Included:

Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty (Jun 09, 2022 01:30 PM)

Current State of Mergers and Acquisitions in the Profession (Jun 09, 2022 03:00 PM)

The “Big Eight”: What Firms Must Have to Create Unity and Success (Jun 08, 2022 02:00 PM)

TECH Tips & Tricks (Jun 07, 2022 09:30 AM)

Taking Your Office 365 ROI to the Next Level (Jun 09, 2022 11:15 AM)

Navigating the Labor Market to Build Your Team (Jun 08, 2022 03:30 PM)

Tax season debrief (Jun 07, 2022 02:30 PM)

Top 5 Partner Compensation Mistakes – and How to Fix Them (Jun 09, 2022 09:30 AM)

Small Firm Succession - Are you ready for the next wave of M&A (Jun 09, 2022 08:00 AM)

Inspector Gadget (Jun 07, 2022 08:00 AM)

Cybersecurity Threat Landscape, Risk Management and Incident Response (Jun 07, 2022 02:30 PM)

RPA and AI: Use cases for CPA's (Jun 07, 2022 11:15 AM)

SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (Jun 08, 2022 03:30 PM)

Tech Update 2022 | preceded by the AICPA Technology Advisory Standing Ovation Awards (Jun 09, 2022 08:00 AM)

The Mobile CPA / What's In My Bag? (Jun 09, 2022 01:30 PM)

Starting a "Technology Focused" Advisory Practice - Where to Begin (Jun 08, 2022 02:00 PM)

Remote Workforce: Computing and Compliance Challenges & Best Practices (Jun 07, 2022 04:15 PM)

Technology's Role in a CPA Firm Merger (Jun 09, 2022 11:15 AM)

Starting Your Own Firm - The "Must Have" Technology Stack (Jun 09, 2022 09:30 AM)

CAS2.0: Taking Your Advisory Practice to the Next Level (Jun 07, 2022 02:30 PM)

Featuring Finance and FinTech in your Client Advisory Practice (Jun 06, 2022 11:15 AM)

Winning Larger Engagements with Subscription-based Pricing (Jun 07, 2022 09:30 AM)

Help Clients Gain Better Business Outcomes: Discover the Power of a PEO (Jun 08, 2022 03:30 PM)

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape (Jun 09, 2022 08:00 AM)

CAS Workflow and a Continuous Close, Not Just a Myth (Jun 06, 2022 01:30 PM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

How to Price and Position FP&A Services (Jun 09, 2022 01:30 PM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Quality Management (NAA, PST) (Jun 08, 2022 03:30 PM)

Driving Value from ESG Reporting (NAA, PST, FIN, EDGE) (Jun 07, 2022 02:30 PM)

Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN) (Jun 07, 2022 04:15 PM)

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN) (Jun 07, 2022 04:15 PM)

An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN) (Jun 08, 2022 02:00 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

CAS Benchmark Survey Results – Insights into High Performing Practices (Jun 07, 2022 09:30 AM)

Improving Firm Profitability (Jun 09, 2022 11:15 AM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Standard: $379.00

This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2022)

Sessions Included:

General Business Tax Update (Jun 09, 2022 01:30 PM)

1031 Exchanges (Jun 07, 2022 11:15 AM)

Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs (Jun 07, 2022 04:15 PM)

Federal Tax Policy Update: Politics, Proposals and Prospects (Jun 09, 2022 09:30 AM)

Is your Tax Manager an asset or a liability? (Jun 09, 2022 11:15 AM)

Global Investing and Information Reporting for High Net Worth Individuals (Jun 09, 2022 11:15 AM)

Ethical Dilemmas in Representation (Jun 08, 2022 03:30 PM)

Individual Tax Update (Jun 07, 2022 09:30 AM)

Demistyfying Distributable Net Income (Jun 08, 2022 02:00 PM)

Partnership Tax Update (Jun 07, 2022 08:00 AM)

S Corp update, following the presentation of the Sid Kess Award for Excellence in Continuing Education (Jun 09, 2022 08:00 AM)

Real Estate Tax: Taxation of Real Estate Professionals (Jun 09, 2022 01:30 PM)

Best Tax Ideas Panel (Jun 09, 2022 03:00 PM)

The surprising state tax consequences triggered by employees who work from home (Jun 07, 2022 02:30 PM)

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks) (Jun 06, 2022 01:30 PM)

Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape (Jun 09, 2022 08:00 AM)

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks) (Jun 06, 2022 03:00 PM)

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX) (Jun 07, 2022 08:00 AM)

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks) (Jun 07, 2022 09:30 AM)

Interview on Retirement Rights and Wrongs (PFP, EST, TAX) (Jun 07, 2022 09:30 AM)

2022 IRA and Retirement Planning Update (PFP, EST, TAX) (Jun 07, 2022 11:15 AM)

Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX) (Jun 07, 2022 02:30 PM)

College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX) (Jun 07, 2022 04:15 PM)

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN) (Jun 07, 2022 04:15 PM)

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX) (Jun 08, 2022 02:00 PM)

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks) (Jun 08, 2022 02:00 PM)

Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX) (Jun 08, 2022 03:30 PM)

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks) (Jun 09, 2022 08:00 AM)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks) (Jun 09, 2022 09:30 AM)

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (Jun 08, 2022 12:30 PM)

Standard: $379.00

Sessions

PFP Business Models: True Stories from Successful CPAs - Part I

Jun 4, 2022 12:30pm ‐ Jun 4, 2022 2:35pm

Identification: PFP22101A1

There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice and your clients. A panel of successful practitioners in the most common business models in the CPA profession will share how they built their practice to provide the highest value for clients while also running a successful business. This session will cover the following topics: Introduction of the panelists The benefits, challenges and best practices of the various business models — helping you identify the best structure for your practice and clients The economics behind getting this service off the ground and what to expect in terms of revenue along the way How they charge for these services and compensate partners and staff How they converted tax clients into PFP clients The psychological side of providing these services How and why they chose their investment business model and how they successfully implemented their strategy How to seamlessly integrate the CPA and RIA sides of the business How they manage resource needs, including staffing and outside experts Options for gaining help from 3rd parties (RIA firms, and other advisors) to assist in your efforts Increasing the value of your practice by adding financial planning - succession plan/future sale Growing your business through marketing Holding effective virtual client meetings

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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
Moderator(s): Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

PFP Business Models: True Stories from Successful CPAs - Part II

Jun 4, 2022 2:50pm ‐ Jun 4, 2022 3:40pm

Identification: PFP22101A2

Continuation of Part I

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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
Moderator(s): Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

Regulatory and Compliance Issues

Jun 4, 2022 3:45pm ‐ Jun 4, 2022 5:50pm

Identification: PFP22101A3

Determine whether you have or will cross the line when providing investment advice, so you know when or if to register as an investment adviser Investment advisory business model options and pros and cons of each Registration process Regulatory oversight Compliance programs Determine whether you will cover your compliance needs or outsource Hot topics (social media rules, custody, etc.) Protecting your practice with insurance Q&A

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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): ​Speaker - Virtual(s):
  • Ellen M. Bruno, CPA, CGMA, PFS, President, Compliance Advisor Professionals,LLC
  • Erik Ordal, CPA, President, Guardian Wealth Advisors, LLC
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

How to Secure, Price, and Structure the PFP Engagement

Jun 5, 2022 8:00am ‐ Jun 5, 2022 9:15am

Identification: PFP22101B1

Review engagement activities as defined by the Statement on Standards in Personal Financial Planning Services, No. 1 Discuss methods to identify your ideal client and secure the PFP engagement Determine how to price the PFP engagement Walk through how to structure typical client meetings included in the PFP engagement: Initial complementary consultation and data gathering Creation of Statement(s) of Financial Position and Cash Flow Estate planning Risk management planning Investment planning Retirement/Financial independence planning Planning for ancillary services like education and elder planning

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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):
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
  • Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

Technology Topics for PFP iconTechnology Topics for PFP

Preview Available

Technology Topics for PFP

Jun 5, 2022 9:20am ‐ Jun 5, 2022 10:45am

Identification: PFP22101B2

Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.) Major industry trends Emerging technologies

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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 - Virtual(s):
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

Where are They Now? iconWhere are They Now?

Preview Available

Where are They Now?

Jun 5, 2022 1:00pm ‐ Jun 5, 2022 1:50pm

Identification: PFP22101B4

Three graduates will share their stories of progress since completing the workshop.

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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
Moderator(s): Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

Effectively Communicating with Your Clients

Jun 5, 2022 1:55pm ‐ Jun 5, 2022 3:30pm

Identification: PFP22101B5

Through real-life client scenarios, you will learn how to best communicate with clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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): Moderator(s):
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

Next Steps: Practical Advice from the Panel and Q&A

Jun 5, 2022 3:45pm ‐ Jun 5, 2022 4:55pm

Identification: PFP22101B6

This final session will offer practical advice from the experts and will help you take the next steps based on what you have learned over the past two days, including: Resources, tools and learning integral to success Pressure points to be aware of as you make decisions forward Action steps to create and stay on track with your game plan Their one best piece of advice

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall 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
Moderator(s): Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee
Standard: $79.00

ENGAGE Morning Studio iconENGAGE Morning Studio

Preview Available

ENGAGE Morning Studio

Jun 6, 2022 7:45am ‐ Jun 6, 2022 8:00am

Identification: ENG22NS29

Join us daily as our host Jill Schlesinger talks about what you can expect at the ENGAGE 2022 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the Studio out to enhance your experience as a virtual attendee!

Free

Investing in Innovation, Emerging Trends in FinTech & ESG Solutions

Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am

Identification: ENG22ACCEL

The Association and CPA.com launched a shark-tank style startup accelerator five years ago focusing on Accounting, Finance & Regulatory tech solutions. Its purpose is to foster innovation and assist emerging technologies to better understand and service the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric services. In this session, you will hear about trends in FinTech and ESG developments – and meet the startup companies that represent the 2022 cohort.

Learning Objectives:
  • Identify trends in FinTech and ESG that are impacting the profession and your role.
  • Recall insights from the front lines about designing new tech for business & finance.
  • Compare the startups that are members of the 5th cohort of the Association and CPA.com Startup Accelerator.
  • Analyze how you can leverage emerging technologies to be ahead of the mass adoption curve.
Speaker(s):
Standard: $49.00