CPAFMA Practice Management (as part of AICPA ENGAGE 2018)


This includes sessions from: CPAFMA Practice Management (as part of AICPA ENGAGE 2018)

Standard: $459.00

Products

Excel for Firm Management

Preview Available

Excel for Firm Management


Identification: FMA1814

Excel is a staple of the business professional’s toolbox, yet, all too often, new features remain undiscovered and underutilized, leading to inefficiencies and errors. In this session, you will learn how to utilize key features of Excel to analyze your firm’s data. In most cases, you can use built in Excel data connectors to connect directly to your practice management or time and billing providing an excellent look at just how well clients, staff, and partners are performing for the firm. Among the new tools you will learn about are Data Models, Flash Fill, and creating basic PivotTables. You will also learn about six new charts added in Excel 2016 and how to use PowerPivot, Power Query, and Power View for firm analysis.

Learning objectives:

• Identify and implement three types of automated data analyses in Excel

• Use Flash Fill to split, combine, and rearrange data quickly and easily without using commands or complicated formulas

• Utilize Excel’s Data Model and identify their impact on PivotTable analysis

• Create Charts and PivotTables more quickly than ever

• Obtain insights into data using business intelligence features in Excel

Speaker(s):
Tags: CPAFMA
Standard: $49.00

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age

Preview Available

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age


Identification: PFP18EL08

Learn how forward-thinking advisors are challenging traditional marketing methods and achieving business growth through digital marketing practices. In this session, eMoney’s marketing experts will share best practices for attracting new business in a digital era and profile the technology tools available to help you streamline and scale these efforts.

Learning Objectives:
• Discover best practices for attracting new business in a digital era
• Discuss Technology tools available to help you streamline and scale digital marketing efforts

Speaker(s):
Standard: $49.00

Feedback and Coaching for Leaders in Today's Talent Management Environment

Preview Available

Feedback and Coaching for Leaders in Today's Talent Management Environment


Identification: ENG1829

Done RIGHT, feedback can be an essential tool that drives development, performance, and engagement. Unfortunately, many managers have not been provided with education and training on how to leverage this essential tool. As companies move to more frequent coaching-based models of continuous performance management, enhancing your ability to deliver feedback and coach for development can drive employee engagement and business results.

In this session, we'll discuss:
• The ROI of feedback - and why (despite the data) we still don’t do enough of it
• A step-by-step approach to delivering effective feedback and having a coaching conversation
• Typical reactions to feedback and how you should (and shouldn’t!) handle them and common mistakes that prevent feedback from having a positive impact
• How to make feedback a natural and consistent resource rather than an “event”

Speaker(s):
Tags: CPAFMA EDGE
Standard: $49.00

Employment Law from a Federal Perspective - Firm Leaders Can't Afford the Luxury of Ignorance

Preview Available

Employment Law from a Federal Perspective - Firm Leaders Can't Afford the Luxury of Ignorance


Identification: FMA18ER03

There was a time when employment law was exclusively the concern of the firm's attorney, it was pretty much considered common sense. Today, employment laws are far-reaching, and firm leaders can't afford the luxury of ignorance. CPA firm leaders, not just those with a title of HR, must be up-to-date on the law, as well as all its fuzzy interpretations, and know how those laws apply to situations within their firm. This session will provide an overview of current Federal employment law. Participants will learn more about the Americans with Disabilities Act, the Family and Medical Leave Act, essential EEOC documentation, FLSA Wage and Hour Law compliance, Employment-at-Will, hiring, disciplining and firing.

Speaker(s):
Tags: CPAFMA
Standard: $49.00

Making It Stick - Driving Learning and Development Programs That Yield Results

Preview Available

Making It Stick - Driving Learning and Development Programs That Yield Results


Identification: FMA1816

Making the right investments in learning and development programs is both highly important as well as challenging in today’s face paced and ever changing business environment. While they may recognize the need for these opportunities, many executives still struggle with how to improve and enhance their effectiveness.

In this session, participants will:
• Gain exposure to some of the latest trends in learning and development, and approaches for applying training strategies around these trends for the maximum return on investment.
• Discover innovative methods of learning that are tied to organizational needs
• Review the benefits and considerations of different approaches to corporate learning including structured, self-propelled, eLearning and blended design methodologies
• Understand how to utilize metrics to evaluate the impact and ROI of these programs and ensure learning strategies are aligned with corporate objectives

Speaker(s):
Tags: CPAFMA
Standard: $49.00

Lunch & Learn: Creating a Culture of Privacy & Security Within Your Organization

Preview Available

Lunch & Learn: Creating a Culture of Privacy & Security Within Your Organization


Identification: FMA18NL07

This session will provide insight into some of the cyber risks your firms are facing. We'll share recent risks, what to watch for, and look at some of the challenges of staying ahead of the bad actors. Attend this session to gain a better understanding of the cyber risks your firm faces.

Pre-registration is required for these lunch sessions – seats are limited.

Speaker(s):
Tags: CPAFMA
Standard: $49.00

Practitioners Roundtables (1): Human Resources

Preview Available

Practitioners Roundtables (1): Human Resources


Identification: ENG1831

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Learning objectives:
• Discuss best practices in internal CPA Firm management and administration
• Learn from experiences of other participants.

Speaker(s):
Tags: PST CPAFMA
Standard: $49.00

Practitioners Roundtables (2): Technology

Preview Available

Practitioners Roundtables (2): Technology


Identification: ENG1832

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Learning objectives:
• Discuss best practices in internal CPA Firm management and administration
• Learn from experiences of other participants.

Speaker(s):
  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks
Tags: PST CPAFMA
Standard: $49.00

Practitioners Roundtables (3): Business Development

Preview Available

Practitioners Roundtables (3): Business Development


Identification: ENG1833

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Learning objectives:

• Discuss best practices in internal CPA Firm management and administration

• Learn from experiences of other participants.

Speaker(s):
  • Jeanie Price, PAFM, Partner & Director of Administration, DeLeon & Stang, CPAs and Advisors
  • Larry Sheftel, PHR, SHRM-CP, PAFM, Vice President-HR, Aprio
Tags: PST CPAFMA
Standard: $49.00

Inspector Gadget

Preview Available

Inspector Gadget


Identification: ENG1834

Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live. From cloud computing, mobile and hybrid devices to entertainment, home automation and the Internet-of-Things – every aspect of our days are impacted by the latest technology offerings. Join Inspector Gadget as he shares cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.

Learning objectives:

• Understand the latest technology trends and the impact these trends will have on next generation devices

• Identify where to wisely invest in new technology, and what to avoid

Speaker(s):
  • David M. Cieslak, CPA, CITP, CGMA, GSEC, EVP, Chief Cloud Officer, RKL eSolutions, LLC
Tags: PST CPAFMA
Standard: $49.00
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