Launching a Session

After selecting your sessions:

  • If you're attending virtually, please click the "Access Online Broadcast" button. Each session opens 15 minutes prior to the start time.
    • Please note: Your attendance during these sessions is tracked through participation markers that randomly present themselves during each session. You are required to click on 75% of these markers within each session in order to satisfy the requirements and earn CPE Credit. We strongly advise you to select your session prior to the start time. Switching mid-session may result in no CPE credit being earned.
  • If you're onsite and wish to engage in Q&A and/or polling, please click the "Onsite Q&A" button.

NOTE: The (3) ENGAGE Keynotes will not count against any 10-Pack package holders.

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Advanced Personal Financial Planning (PFP)
Advanced Accounting and Auditing (NAA)
Advanced Estate Planning (EST)
Tax Strategies for the High-Income Individual (TAX)
Practitioners and TECH+ (PST)
EDGE Career Development (EDGE)
Corporate Finance (FIN)
Crossover Sessions (ENG)


When attending an event session sponsored by a third party, your attendee contact information will be transferred to the session sponsor. Please note sponsored sessions will be clearly labeled in session titles. By entering into these sessions, you are agreeing to have your contact information shared with the session sponsor.

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Advanced Filters
Concurrent Sessions - Select One
09:00am - 09:50am Pacific - September 28, 2022

Wednesday
EDG2202P - Pricing for Prosperity
09:00am - 09:50am Pacific - September 28, 2022
Do you know if you are charging enough for your services? Chances are you probably have no idea. The good news is you are not alone, and if you're willing to learn - you can shift your mindset and in turn, your earning potential. Pricing For Prosperity is a session designed to help you dig deep into the nuances of pricing—from the practical steps to the emotional journey that influence the way you price and position your offerings to attract ideal clients. Don’t miss this session if you want to:     * Accurately identify the value of your offerings     * Price your services confidently     * Increase your earnings     * Learn the strategies other firms are using to increase their revenue

Objectives:
  • Assess and align the appropriate value for your offerings
  • Determine which pricing model(s) make the most sense for your firm
  • Build a prosperous mindset when it comes to your pricing
Concurrent Sessions - Select One
10:00am - 10:50am Pacific - September 28, 2022

Wednesday
TECH2202P - Technology + Process = Opportunity
10:00am - 10:50am Pacific - September 28, 2022

As the rate of change in the accounting profession continues to increase, merely keeping up is falling behind. Effective processes may improve efficiency while optimized technology is a good foundation. But, aligning these two offers the opportunity to accelerate and build capacity for your firm and your clients.



Objectives:
  • Identify the benefits of Digital Transformation and why it matters
  • Evaluate your mindset and assess the skillsets of your team
  • Overview of how to implement technology and process improvements
Concurrent Sessions - Select One
11:00am - 11:50am Pacific - September 28, 2022

Wednesday

Finding great talent has never been more difficult.   In this session, we'll explore ways to think differently about human capital in your organization.  We'll also dive deeper into understanding when to recruit full-time employees and contrast that with when to utilize contract staff to meet your business objectives. 

Eric will discuss how to best recruit full-time employees to your business and retain them. In addition, he'll discuss ways to use contract staff in new ways to benefit your firm.



Objectives:
  • Understand the six "C"s of recruiting and retaining top finance and accounting professionals.
  • Learn seven ways to use contract staff to benefit your firm.
Concurrent Sessions - Select One
12:00pm - 12:50pm Pacific - September 28, 2022

Wednesday
Review of the internal control framework in the auditing Standard with an eye towards best practices to minimize staff time and maximize effectiveness. Distinguish how the 17 Principles, now incorporated in the revised Standard, can assist in focusing auditor attention and identifying risk issues. Recall and illustrate the integrated nature of the framework through exercises and examples. Identify which Principles require only judgmental assessments and which Principles may be best satisfied by samples. Identify how to formulate sample sizes that meet the risk and reliance objectives of the engagement. Recall the criteria for assessing the severity of a control deficiency. Identify the importance of familiarity with and training in the internal controls framework to achieve efficiency benefits and minimize costs.

Objectives:
  • • Recognize the components and elements of the internal control framework
  • • Identify how applying the framework can identify weaknesses and risks important to the design of audit procedures
  • • Identify efficiency tips and best practices to add value
Wednesday
TAX2202P - The Economy and Interest Rates
12:00pm - 12:50pm Pacific - September 28, 2022