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12:00pm - 12:50pm EDT - November 30, 2022

Wednesday

This session will provide an overview of the purpose and benefits of a family office while exploring service and design considerations for the creation of the family office. The session will also explore the changing landscape for family office structures in the wake of recent court cases.



Objectives:
  • Identify design considerations and benefits of structuring a family office.
  • Recognize the changing landscape for family offices in the wake of recent legislative changes and court cases.
Wednesday

As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation and resiliency remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks and responding to a breach of confidential data. This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals face in safeguarding and properly responding to a cyber attack.

Topics will include cybersecurity threats, risk management and governance, incident response and cyber liability insurance.



Objectives:
  • Identify the current cybersecurity threat landscape
  • Analyze the ongoing challenges for mitigating cybersecurity risks
  • Identify strategies for the protection of digital information and how to respond to an incident or breach
01:00pm - 01:50pm EDT - November 30, 2022

Wednesday
01:00pm - 01:50pm EDT - November 30, 2022
Total Minutes: 50

FASB Accounting Standards Update (ASU) 2016-02, Leases, represents the culmination of a decade-long project to overhaul current lease accounting rules. The new standard creates Topic 842, Leases, in the FASB Accounting Standards Codification (FASB ASC) and supersedes FASB ASC 840, Leases. The new lease standard ushers in significant changes for all entities that are lessees or lessors.

Join this special presentation provided by the Center for Plain English Accounting (CPEA) to gain an understanding of critical issues and challenges involved in transitioning to FASB ASC 842. Key topics covered include related party leases and the latest developments in that area, and an in-depth look at transition methods and issues.



Objectives:
  • Interpret and evaluate important transition challenges related to FASB ASC 842.
  • Evaluate ASC 842's rules for related party leases and FASB's related standard setting developments.
Wednesday

December is a busy time for year end planning! Join this session to learn more about tax and financial planning hot topics as we wrap up 2022.

Key topics

  • Latest IRS guidance
  • Discuss potential legislative changes that could affect 2022 returns
  • Year-end tax planning strategies


Objectives:
  • Identify latest tax legislation and related guidance that affect income tax planning and compliance.
  • Identify ways to advise and communicate changes to your organization or clients
  • Recall year-end tax planning strategies to use in the coming month with your organization or clients
02:00pm - 02:50pm EDT - November 30, 2022

Wednesday
02:00pm - 02:50pm EDT - November 30, 2022
Total Minutes: 50
While success used to be measured by achieving wealth, respect, and fame, for many business professionals and leaders, meaning, engagement, and authenticity are the new metrics for success. Irrespective of age, title, or rank, people want to feel connected to their companies, to their work, to their communities, and they want to feel safe speaking up for the ideas they are passionate about. In order to cultivate connection, confidence, and self-trust, people need to identify their vision, purpose, values, and drivers as well as their blind spots and the self-limiting beliefs that hold them back. This presentation will outline a clear pathway that employees, managers, leaders, and HR professionals can take to show up more authentically, experience greater fulfillment in their work and lives, and, as appropriate, show others how to do the same.


Objectives:
  • Apply silencing the inner critic to speak with candor and conviction
  • Identify the difference between a fixed vs. growth mindset (and choose thoughts and behaviours that support the latter)
  • Determine the shift from being a human doing to a human being
Wednesday
02:00pm - 02:50pm EDT - November 30, 2022
Total Minutes: 50

Accounting and Finance face a constant pressure of providing accurate financial information sooner to their customers; the business organizations and leadership they support.

These F&A organizations frequently struggle with the time it takes to close their books each monthly period yet believe that there is a better way.

In this session we will focus on proven strategies that work regardless of organization size. We will address opportunities for F&A org’s that vary from 1 to 500. Which can be implemented across an entire company, within a business unit or just an individual department.

These strategies can close the period in as little as one day and have worked in Fortune 50’s to small family companies.



Objectives:
  • Identify processes that have the greatest effect your monthly close.
  • Identify how to analyze and compare different methods of estimation which achieve materially comparable financial results.
  • Determine tools to better Identify, Analyze and Choose alternative approaches that resulting in timelier and/or more accurate period close processes.
03:00pm - 03:50pm EDT - November 30, 2022

Wednesday

Join Dirk Edwards, CPA/PFS and Clark Blackman II, CPA/PFS, two of the practitioners who helped develop the Personal Financial Planning standards that are part of the AICPA’s Code of Professional Conduct. Find out what exactly is included in the standards and how they apply in your practice. Hear examples of situations where they apply, and walk away with a better understanding of how applying these standards can improve your practice and enhance your client relationships. If you work with individuals and families this is a not-to-be-missed session that will help you gain clarity and perspective for your practice.



Objectives:
  • Identify the purpose and scope of the SSPFPS No. 1 (PFP Standards)
  • Recall the PFP services and engagements to which the standards apply
  • Identify a practical understanding of how the PFP Standards can enhance my practice and client relationships
Wednesday
03:00pm - 03:50pm EDT - November 30, 2022
Total Minutes: 50

How to communicate with Clients Prior to Busy Season.

This session will cover:

  • Identifying ways to add client value prior to year-end.
  • Minimize firm risk through easy to manage engagement letters.
  • Setting your firm up for busy season success.


Objectives:
  • Identify ways to add client value prior to year-end.
  • Identify hot to minimize firm risk through easy to manage engagement letters.
  • Recognize how to set your firm up for busy season success.