In this session, Isaac Heller (CEO & Co-founder, Trullion) will give a brief overview of emerging standards (ASC 842, 606, ESG) and highlight how they can create an incredible amount of transparency for the accounting industry, while at the same time, an incredible amount of pressure. We will zoom into the broad-stroke impact of these standards on both a company and corresponding auditor. We then dig further into technology as a “bridge” between the 2 stakeholders. We highlight how in some cases, technology may not be scalable at this stage (ex. ESG) while in other scenarios, technologies - and even AI - can accelerate industry professionals.

It’s time to discover the benefits of using a cloud-based audit and assurance solution. Auvenir provides an enhanced client experience, by simplifying and streamlining the audit, review, compilation and preparation process within a single intuitive solution. Join our team for a demonstration to discover why it's time to leverage the best of today's technology to create a better engagement experience for practitioners and clients.

In this presentation I will review the common methods customer's utilize servers, and some of the risks associated with these deployments. I will then discuss some of the considerations when considering the best solution for your business, and present on our Azure HCI solution and how it can be of benefit to your business to help you be successful.

When you leverage Audit Data Analytics (ADA) correctly, the insights you can provide your clients come from teamwork, speed, history, probabilities, consequences and trust – just like how Superheroes save the world! Considering the ever-evolving AICPA standards and stricter guidelines that now require data analytics as part of every audit, it is critical that auditors have an easy-to-use yet robust ADA tool that provides a ton of value, especially as it pertains to client advisory. During this 25-minute education lab, we will discuss: Why the AICPA sees data analytics as a necessity versus just a nicety. Successes firms are experiencing after embracing ADA technology. How TeamMate Analytics brings value to the table that you won’t find in competitive solutions. Attendees will leave this session understanding what steps are a must for creating their firm’s digital transformation plan.

The CPA profession played a critical role in helping taxpayers secure valuable tax stimulus incentives during the pandemic. Learn how traditional tax firms are updating their services to lead with tax advisory services and proactive tax saving strategies. Get the latest tax advisory benchmarks to see how you compare to peers and GET A SNEAK PEEK AT THE TOOLS THAT WILL TRANSFORM YOUR PRACTICE to lead with tax advisory and showcase your expertise.

The next exciting frontier for auditors is data-driven auditing, which goes beyond just data analytics. It's about leveraging data throughout th entire audit process, including ingesting data from outside sources, leveraging the data created when performing audits, and visualizing that data for better sense of data connections - like how risk connects to procedures and whether we're over/under auditing. Seeing those relationships, not just in an index file but visually on-screen, is the biggest change coming the audit profession. The challenge for firms that continue their traditional approach to auditing is they will find themselves boxed out as firms who do adopt a data driven approach will be more efficient, provide better insights back to their clients, and be a more attractive option when it comes to finding and retaining talent. During this 50-minute solution session, we’ll discuss: Similarities and differences that matter between a data-driven audit and traditional auditing. The downside to your audit workflow, and you firm, if you wait too long to implement change. What innovative technologies are here, or coming, that will help. Attendees will leave this session clearly understanding the value a data-driven audit will bring their firm, and have an action plan to progressively implement change toward driving the highest value-add to their audit workflow.

Many retirement experts are calling the Pooled Employer Plan (PEP) 401(k) the most revolutionary change to the retirement market since the first 401(k) plan was launched in the 1970s. The PEP has the potential to be a game changer for millions of Americans who don’t currently have a way to save for retirement. Since the PEP makes it easier for more businesses to offer an employee 401(k), it could potentially expand your client base.

This panel will show you how to leverage practice management software at your accounting firm.

Chances are you do a lot more than just taxes for your clients. Join Bob Carey, CPA, and learn how you can reimagine your practice for the future and increase your revenues.