Pricing isn't as straightforward as it used to be. Join us as we explore hourly, fixed fee, and value based billing. We'll discuss how each model impacts your clients and ways to put a new model into practice, so you can bill your clients with confidence.

The old days of siloed solutions is gone. Nowadays, firms look to complete SaaS integrated solutions that drive down costs with much quicker implementations. This session will take you on a journey from siloed solutions to the future of all integrated SaaS solutions with many hints, tips, and war stories along the way.

Maintaining a positive cash flow is essential for CPA firms of any size. If you aren't keeping a proper eye on your firm's bottom line, it simply cannot survive. The most successful CPA firms use a variety of best practices to manage their finances effectively, many of which can be implemented relatively quickly.

The back-office function of accounts payable (AP) isn’t always seen as a top priority when building a competitive edge. But when it comes to working capital optimization and supporting business growth strategies, accounts payable is a core strategic function. As a trusted advisor to your clients, proving that AP is critical to the bottom line empowers finance leaders to create a positive return on investment. During our session, we’ll discuss:

When serving high net worth individuals and business owners, we've often asked how to optimize their tax liability. There are more than write-offs available to many clients, but it's important to be well versed in complex strategies to best serve your clients.

The risks can be severe for businesses who choose to ignore sales and use tax obligations. As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate risk they may have due to sales and use tax exposure. With so many competing priorities, how can your firm provide sales and use tax services efficiently and still deliver value, drive growth, and earn revenue? In this session, we will discuss how your firm can master its sales & use tax strategy to proactively address business clients’ needs. An expert in sales & use tax will provide updates on new tax law and highlight the top areas of vulnerability for businesses and how you as the trusted advisor can offer support. We will then share practice development strategies including the necessary elements to drive your firm’s sales & use tax growth. Bring your questions and expect to leave this session feeling educated and confident in knowing how to master your firm’s sales & use tax strategy of today and tomorrow.

The authoritarian, ego-based leadership model has long passed its expiration date. A more conscious, evolved form of leadership has been emerging for years, and recent events have shown us that the need for this new form of leadership is urgent. We are at a breaking point… and breaking points signal profound opportunities to create true change. We will explore what it means to be a more conscious, evolved leader, including: What we're getting wrong when it comes to leadership in accounting Human leadership strengths that can transform the workplace Practical ways you can tap into your humanity to be a better leader

The world is more virtual than ever and the millennial and GenZ generations want to connect and trust the experts in their life they hire. Video content is prevalent with Instagram, youtube, and tiktok being the top places these generations consume content. Learn how to leverage video content to build trusted relationships online that turn into customers.

This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates.

A discussion of the major drivers of economic activity in 2022.

The speed of technology change has been accelerating. But unfortunately, we can’t keep up, and we don’t know what to do about it. This visionary session provides insights, choices, and recommendations to help you decide how rapidly to move, which technologies will affect your business, and how to separate sales pitches from innovative ideas. This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in areas ranging from software applications to hardware devices. You’ll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.

We're in the midst of a leadership change in small firms, with many owners expected tor retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus.

Learn about the latest law changes, cases and rulings affecting the taxation of S corporations.

This session focuses on how firms can explore ways to innovate their approach to client collaboration and interaction throughout the audit process.

When it comes to engaging a team, there are four words, that although simple, can have a tremendous impact. Those words are "What do you think?". These words, when said with an authentic desire to hear their answer, can break down barriers, unite a team and move your organization forward, faster. In this session, we will explore how leaders can create open cultures of feedback and collaboration to engage, develop and retain talent.

The Great Resignation is a phenomenon where record numbers of people are leaving their jobs during the COVID-19 pandemic. Join this session to learn how to navigate the ripple effects of the pandemic and re-evaluate how to retain talent, particularly women who have been the most impacted.

This session will focus on recent SEC and FASB rulemaking and highlight the resulting impacts to accounting and financial reporting matters that may impact your company's financial statements.

Gartner predicts that by 2024, 70% of new FP&A projects will become extended FP&A spanning across the enterprise and involving true business value partnering with corporate finance and accounting teams. Successfully leveraging this trend will require innovative approaches and mindset. In this session the speakers will share pragmatic advice from an innovator's toolkit that finance and accounting pros can apply in their organizations and discuss how xFP&A can be used to expand the value created by the finance team.

Whether you’re going out on your own or reinventing your practice, the post-pandemic environment has raised the bar on what your team and its clients expect from firm's technology. We will review the current state of small and mid-sized CPA firm technology to help your team identify the best applications and services to make your team more effective today and in the future. Attend this breakout and learn more about what you might be missing in your technology stack.

Is partner compensation causing tension at your firm? Do you wish partners were held more accountable? Want them to make choices with the firm’s best interests in mind, as opposed to just what’s best for their personal bottom line? It might be time to update your CPA firm compensation system to drive performance and reduce current or potential conflict. In this session, we’ll cover five mistakes we see in practice and modern updates you can make to use your compensation system to improve your bottom line.

This session will provide an update on the current tax legislative landscape in Washington and set the stage for the upcoming November 2022 elections with a view for how those elections could impact tax policy.

The CPA industry is going through rapid, massive changes. There are so many complex problems swirling around. Firms haven’t faced such difficult changes in our past and don’t know how to solve these kinds of issues. This session gives you a proven toolkit to do just that. You’ll have fun in this high energy, hands-on introduction to Stanford’s famous innovation process called Design Thinking. We’ll create real prototypes to solve a common CPA firm problem! You’ll walk away with a process that can accelerate the speed and effectiveness of how you develop new services, processes and a thriving future for your entire organization.

To stay competitive organizations are taking on digital transformation initiatives, preparing their people, processes, and technologies to stay ahead of change. But did you know that 70 percent of digital transformations fail? Join this session and learn about a proven path and model to beat the odds. You’ll hear highlights from the new Agile Finance Transformation Certificate Series based on AICPA & CIMA’s agile finance model, along with Oracle’s successful real-world implementation of the agile mode

The balance of people & performance strategies are becoming significantly important when considering the impact. Additionally, CFO and leaders are tasked with adapting their people and performance strategies to meet the demands around talent retention, career development and overall company performance.

Rapid growth, whether through a merger or organically, presents challenges for any firm. A focus on technology planning and integration early in the merger process can mitigate risk to the firm, increase productivity, and support a one-firm culture. This interactive session will provide strategies for leveraging technology to ease your firm’s growing pains.

Microsoft Office 365 is one of the most underutilized technology investments in CPA firms and business organizations in general. In this session, John will share his knowledge and experience of helping numerous organizations to effectively deploy Office 365 and maximize the benefits of an investment you are likely already making. You will experience how the integration of Teams, SharePoint, Power BI, Planner, OneNote and other apps in the Office 365 ecosystem can be harnessed to truly optimize your firm's ability to communicate, collaborate and share knowledge with staff and clients in a virtual work environment.

Join Bill Pirolli as he explores best practices for increasing your Firm’s profitability….working smarter, not harder. In this fast paced, popular session, Bill will review the 7 drivers of profitability including client selection…and dismissal, billing and collection, leverage, avoiding scope creep and more. Learn how focusing your efforts in service lines can lead to greater efficiency and profitability. Bill will also review key metrics from the latest AICPA MAP survey. Bring your firm’s statistics to see how you measure up.

Effective managers can make the difference between success and failure in an accounting firm. How do you measure what makes someone a good or a bad tax manager? Join this panel of colleagues to discuss the good, the bad and the ugly of managing staff.

This session will look at the most common International Information Reporting requirements that High Net Worth Individuals encounter.

Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering. In this session, we’ll discuss how to effectively price and position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.

When we develop the following six habits we will form an interlocking pyramid of integrated habits. In some hands on focus exercises and role playing we will focus on caring skills, process-oriented habits, and trust and roles. How does strengthening emotional capacity, expanding self-awareness, practicing empathy and respectfulness, establishing team norms, thinking laterally and entrusting members with appropriate roles create a strong pyramid to create an effective teams. Come find out how you can lead or follow to make your team even more effective.

On the journey to being a transformational leader social intelligence is a key skill to master. This session outlines what social intelligence is and how you activate it in your leadership style.

What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the practical and mobile technologies supporting and empowering remote employees to work smarter.

In this session, Angie discusses the importance of building client loyalty during these unprecedented times, making sure our best clients are being served very well and recognizing how we can help. Ultimately, this leads to retention and referrals and reduces price sensitivity. We discuss showing up as a Trusted Advisor with clients and cross-selling opportunities by understanding the client holistically as well as having a clear understanding of your firm’s service offerings and your network’s capabilities. Currently our clients have more of a need to work with us than ever before. Your best clients are your competitors’ top prospects. We look at how identifying “B” clients and turning them into “A” clients is a top priority and one of the best opportunities to grow.

Changes are a given in the business tax world these days. Join this session to hear the latest and the greatest of what you need to know to stay abreast of the business tax law changes – including legislation that could be coming down the pike, recent administrative rules and Tax Court cases.

A special passive activity loss limitation rule allows so-called real estate professionals (REP) to apply the material participation tests to their rental real estate, potentially moving these rentals out of the per se passive activity designation. As evidenced by a few court cases on this topic each year, this complex provision is often misinterpreted. The new regulations under section 163(j), a TCJA provision that uses a term from section 469(c)(7), added new regulations to Reg. 1.469-9 that clarify the REP definition. This presentation explains the REP rule, traps for the unwary, the significance of recent regulations, and planning and due diligence considerations.

In this session we outline the foundational pieces that need to be in put place to turn your current culture into a competitive advantage for your organization.

In his presentation, Allan will discuss what’s happening, best practices, opportunities, successes, and the challenges faced when considering a merger or acquisition.

This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with recently passed or proposed legislation! Get ideas you can use immediately to help your clients minimize taxes!

Fixed income markets have declined broadly in 2022. Through the first half of the year, many market indexes reached or were near their largest drawdowns since 1980. While investors are unlikely to be well served by making rash decisions in their portfolio based on what’s happened over the past few months, with yields meaningfully higher today than at the start of the year, there may also be good reasons to evaluate fixed income allocations. Avantis’ Senior Portfolio Manager Hozef Arif and Senior Investment Director Jeromey Thornton provide an overview of the current fixed income market landscape and propose considerations for investors looking to increase the expected returns of their fixed income allocations.

Just imagine what’s possible for your organization when you unlock the latent potential of your people and inspire them to reach new heights!! By creating a true coaching culture, you can create new possibilities for your organization, the people in it and everyone you serve! Executive leadership coaches and co-authors of the AICPA’s _A toolkit for possibility: Creating a coaching culture at your organization [https://www.intend2lead.com/wp...]_, Sarah and Brian will explore: * What coaching is (and isn’t!), and how to distinguish it from other developmental methods     * Why and how coaching is such a powerful tool to generate new solutions for the challenges our profession faces     * The key characteristics of a coaching culture     * Some ideas for how you can begin to infuse a coaching culture at your organization