Digital CPA Conference 2018


This includes sessions from the conference: Digital CPA Conference 2018

Standard: $379.00

Products

Profession Update

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Profession Update


Identification: DCA1804

Barry C. Melancon, CPA, CGMA, CEO of the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change for the accounting profession.

Speaker(s):
  • Barry C. Melancon, CPA, CGMA, President and CEO, American Institute of CPAs CEO, Association of International Certified Professional Accountants, Association of International Certified Professional Accountants
Tags: Leadership
Standard: $49.00

Traversing the Spectrum of CAS Offerings

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Traversing the Spectrum of CAS Offerings


Identification: DCA1805

Client Accounting Advisory Services (CAS) encompass a wide and varied spectrum of services. Many firms start by transforming traditional, after the fact accounting services to business process outsourcing (BPO), but how and what to include next can be a challenging decision. A panel of practitioners that have spanned the spectrum of CAS will share:

  • How to differentiate the offering to clients
  • Decision points to consider
  • How to transition from 1 level of service to the next.

Bring your questions and join the conversation to clarify where you want your CAS practice in 1, 3, 5 years.

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

Building Your Tech Stack When New is Constantly Emerging

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Building Your Tech Stack When New is Constantly Emerging


Identification: DCA1806

In this digital age of emerging technology, how is a practitioner to able to stay aware, have the best tools, and not constantly change your software? In this session, you will receive tactics for building a technology suite of software to gain standardization, integration and leverage powerful emerging solutions. Learn strategies to stay aware of new technology and how to find the right tool for your needs.

Speaker(s):
  • Aaron Berson, CPA, Managing Director of VRTL, Gettry Marcus CPA P.C.
Tags: Technical
Standard: $49.00

Data Scientist, Data Analyst: Their Role in the Future-Ready Firm

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Data Scientist, Data Analyst: Their Role in the Future-Ready Firm


Identification: DCA1808

We’ve all heard about how data analytics are going to totally change the accounting profession.  Unfortunately, for most of us, we listen to the presentation about sweeping changes and then we go back to work doing what we’ve always done.  In this session, we’ll take you from the realm of the theoretical to the practical.  We’ll discuss specific steps you can take to begin adding data analytics capabilities to your existing practice and create new high-value service offerings.  We’ll cover the service offerings themselves, how to price engagements, and how to find the right talent to deliver something that is not part of the traditional accountant’s skillset.

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

Converting Associates to Advisors

Preview Available

Converting Associates to Advisors


Identification: DCA1809

Digital CPAs know the importance of being real advisors to their clients; they also know this requires additional skills. Not everyone in your firm may serve as advisors, but many just need to the tools to become one. Join this session to hear:

  • How to identify staff with the potential
  • Training to offer them to foster that potential
  • How to define their role
  • How to expectations change as they develop into advisors to clients.

Find the potential in your team, or staffing candidates, to help you deliver on the Trusted Business Advisor promise.

Speaker(s):
  • Jenni Huotari, CPA, Director of Business Outsourcing & Strategy, Eide Bailly LLP
  • Jason Deshayes, CPA, Senior Manager/Raleigh Practice Leader, Elliott Davis
  • Gary W. Wood, CPA, Partner, Compere Robinette CPAs
Tags: Leadership
Standard: $49.00

Getting Under the Hood of AI

Preview Available

Getting Under the Hood of AI


Identification: DCA1811

Are you the type of person that needs to understand how something works tb able to envision how to use it, or you are just curious how technology works? With technology getting more intricate this getting harder to know all the innerworkings, but in this session you will get an overview of what Artificial Intelligence is doing and how it functions. This way we don't need to fear it reducing our value, but imagine how it will augment your talents. This is why some say AI should stand for Augmented Intelligence, not artificial.

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

Stop Giving Away Your Greatest Value

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Stop Giving Away Your Greatest Value


Identification: DCA1810

One of the biggest challenges is starting to charge clients for the free advice you have been providing. When you have been giving it away for free (be in in tax prep services, accounting or auditing) now it is time to charge for your worth. This conversation takes finesse to Differentiate the service, Internally and Externally. How do you get your clients that have benefited from this advice be your referral marketing.

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

Auditing in the Future: Virtual, Dynamic, Transforming

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Auditing in the Future: Virtual, Dynamic, Transforming


Identification: DCA1812

Auditing in the future will look vastly different than it does today, yet we are already seeing technology transform procedures. From virtual auditing to access to complete data sets, the process is going through a transformation. In this session, come discuss how auditing is not evolving, but transforming, and the implications this has on tools, and processes.

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

CFO Services 101

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CFO Services 101


Identification: DCA1813

Businesses have a need for a qualified CFO, yet not all can afford, or even find a quality candidate. This is where the opportunity exists for firms to market CFO Services, but...

  • How do you describe this service? What might the deliverables look like?
  • Which staff perform this engagement? How many hours do they need to commit?
  • How do you make it scalable and repeatable to ensure your profitability?

Join this session to hear from a practitioner delivering these services and get the ideas on how to capitalize on the opportunity for your firm.

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

Expanding Your Role in the Lives of Your Tax Clients

Preview Available

Expanding Your Role in the Lives of Your Tax Clients


Identification: DCA1814

It is the year of major tax reform and your clients have a million questions. Don't give away the most valuable thing you do - advising! It’s time to make the transition from tax return preparation to future-facing advisory services, with the tax return as the bi-product. Set up your appointments differently, staff those appointments differently. Ask yourself: Is the fee you receive for the tax return or for the client’s engagement with you?

Learning Objectives:

1. Explore ways in which your tax expertise gives you the credibility to expand the financial discussion with clients

2. Learn how to use the tax return as a launching point for additional services

3. Learn how digital tools can open the door to a year-round relationship with your tax clients

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