Identification: DCPA2225
Live from Digital CPA, the AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. This special edition of the Town Hall will feature Erik Asgeirsson, Barry Melancon, Lisa Simpson and guests – streamed live from the 2022 Digital CPA conference. Awarded by Accounting Today magazine as the top education tool for 2022.
Identification: DCPA2227
Erik Asgeirsson, president and CEO of CPA.com, will provide an environmental scan of today’s circumstances while exploring the new business models that have been ushered in from the pandemic. Along with speeding up the adoption of new technology, the events of the past two years accelerated the role of CPAs and allowed firms to demonstrate and solidify their trusted advisor status, offering proactive, forward-thinking support.
Joined by innovative practitioners and subject matter experts, Erik will lead a discussion on how exponential change is advancing technologies faster than ever, forcing rapid integration and a higher reliance on the technology ecosystem that serves the profession.
Identification: DCPA2228
In our changing world, leadership requires that we push through the fear and uncertainty and look for the opportunities. In this session, we will identify obstacles to change management and define specific steps you can take to capitalize on the change that we are leading through right now. We must communicate, collaborate and commit in all-new ways.
Identification: DCPA2229
Modern finance is quickly moving away from a traditional process like month-end close (MEC) towards Agile Finance with a continuous close process. In this session, it will explore the pitfalls, risks, and opportunities around a continuous closing model and its impact on finance & FP&A.
Identification: DCPA2230
Ensure the services you provide standout from those of other firms and adds the value clients are looking for. Learn about techniques on how to provide additional deliverables and services to your clients with data analytics and strategic automation. Find opportunities to build out services, such as KPIs and ESG, while following current independence standards. Add personalization to solidify the need for your services. Intelligence, speed, and client personalization, while also applying independence, are key to your clients' satisfaction.
Identification: DCPA2231
As client expectations shift toward more forward-looking insights, financial planning and analysis (FP&A) is now a core pillar of CAS practices. Firms can streamline their FP&A advisory services and help clients through the digital transformation by using a modern technology stack that provides real-time business insights and non-financial metrics.
In this session, we’ll cover how to make this a business process and not another tedious Excel task for the team.
Identification: DCPA2232
Remote work offers talent a greater opportunity to have the work life balance they have been hungry for while maintaining productivity levels. With firms making remote, or blended, work environments a permanent option, leaders are struggling with how to maintain their firm culture. In this panel discussion, we’ll discuss real world successful strategies that you can use to create a culture of connectedness, belonging and meaningful engagement with your most valued asset, your people, from firms and organizations of different sizes.
Identification: DCPA2233
Successful client service requires effective client and project management. Experienced professionals learn techniques and tricks to track the workflow and monitor the status. Applying project management is an art and science. It offers a set of tools that are applicable and relevant to producing a quality client experience. Project management techniques uncover inefficiencies and gaps in current processes, as well as, planning and forecasting needed to drive necessary changes for future success. In this session, hear ways to incorporate project management best practices that can enhance your client service through greater organization and efficiency in your team.
Identification: DCPA2234
In this session, we will discuss the roles and related skillset to deliver CAS 2.0 services. We will touch on the skills needed and how they differ from CAS 1.0. We will review some core competencies for each level and discuss ways to educate team members to be prepared for the latest iteration of CAS.
Identification: DCPA2235
Now more than ever, technology is making it possible for us to understand more about clients’ and prospects’ behaviors, interests and interactions with an organization. By incorporating data and analytics into your firim’s marketing strategy, you can ensure you’re delivering the right message to the right audience at the right time. Join us to learn how your firm can harness the power of digital marketing to support your organization’s growth strategy. Presented in partnership with the Association for Accounting Marketing (AAM).