CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)


This includes sessions from: CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)

Standard: $379.00

Products

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser

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Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser


Identification: ENG19VCC2

Advising your clients on their plans for retirement is more than just setting aside money in an IRA. Find out how to guide them through the important conversations about retirement plans including unique ways to save on taxes, attracting and retaining quality talent, and meeting fiduciary requirements. As your business clients’ most trusted advisor, you are well positioned to help guide them toward a dignified retirement.

Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.

  1. Review current state of retirement readiness and the regulatory environment.
  2. Compare features and options to maximize savings potential.        
  3. Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security.

Speaker(s):
Standard: $49.00

Professional Firm Management: What Does This Partnership Look Like?

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Professional Firm Management: What Does This Partnership Look Like?


Identification: FMA19ER01

A dynamic duo – the Managing Partner and Firm Manager! When do you need a Firm Manager? Once you have the partnership in place, how do you work together most effectively to benefit the Firm? Who does what and how? Come learn from one firm’s story. You will gain insight on when to hire and how an effective relationship can propel your Firm forward.

Learning Objectives:

  1. When to hire a Firm Manager?
  2. How an effective partnership between the Managing Partner and Firm Manager can benefit and grow the Firm.

Speaker(s):
  • Jane Johnson, MBA, PAFM, ACMPE, CPAFMA Chair, Principal/Firm Administrator, Grimbleby Coleman CPAs
  • Clive Grimbleby, CPA, MBA, President , Grimbleby Coleman CPAs
Tags: CPAFMA
Standard: $49.00

Changes in How Learning is Done

Preview Available

Changes in How Learning is Done


Identification: FMA19ER02

Learning is a vital part of developing, retaining and growing our firms. We will discuss how the changes around us are impacting how we learn and discuss ways to adapt. We will feature firms’ successes in this area.

Learning Objectives:

  1. Review the science behind how we learn.
  2. Discuss the impact of technology changes Identify ways to become a self-directed learner Describe best practices of learning.

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

Creating a Pathway for Your Technical People to Transform Into Advisors

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Creating a Pathway for Your Technical People to Transform Into Advisors


Identification: FMA1901

At a time when technology is automating much of the compliance function, globalization is delivering talent at pennies on the dollar, it is time for every CPA, not just the business development CPA, to do a better job of living up to our profession’s mantra of being our clients Most Trusted Business Advisor. It no longer is enough just to deliver information about the past. We need to help our clients consider their past, their trends, their key operating statistics and use that information to help them bridge their organization's and themselves into a better, more profitable and sustainable future. This session centers on augmenting and/or refining the skills required to effectively deliver future focused facilitative/advisory services.

Learning Objectives:

  1. Learn how to move from being an Expert to an Advisor,
  2. How to ask the kind of open-ended questions that promote the client expounding on issues beyond traditional accounting problems,
  3. Improve your listening and communication skills,
  4. Understand how to act in the role of your client’s general contractor, and much more.

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

Engaging All Generations in the Firm's Future

Preview Available

Engaging All Generations in the Firm's Future


Identification: FMA1903

As much as we’d like everyone to fit the same mold, the inescapable fact is that multiple workplace generations create multiple perspectives.  Differences in views on flexibility in location, career path, schedule, and work style have created a very diverse workplace.  The firm that can engage multiple generations and meet their needs will attract a wealth of eager applicants, foster a more productive environment and have a great pool of experiences, perspectives and talent to draw on. In this session, Jeremy will share how to find and tap into the potential of each generation so you can engage all generations in dealing with the changing landscape of modern business.

Learning Objectives:

  1. Understand the foundations of beliefs for the generations in firms today.
  2. Explain best practices for engaging multiple generations for firm growth.

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

IT Compatibility

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IT Compatibility


Identification: FMA19NL02

Discuss what to look for in Information Technology compatibility when firms are considering an acquisition or merger.

Learning Objectives:

  1. Learn effective ways to ensure success from an IT perspective when merging or acquiring another practice
  2. Best practices in combining the IT components in M&A.

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

Collaboration: The New, Old Skill You’ll Need to Succeed

Preview Available

Collaboration: The New, Old Skill You’ll Need to Succeed


Identification: FMA19NL03

With the rise of cloud platforms, increased compute power, and machine learning, the future of Finance will rely heavily on being able to work across the organization to drive better decision making that leans on data combined with judgement.

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

Information Security Exposures and Mitigation of Loss

Preview Available

Information Security Exposures and Mitigation of Loss


Identification: FMA19NL01

Personal information (social security numbers, credit card numbers, bank account numbers, even name and address) has become a leading target of cyber criminals. With your client's personal information in your possession, understanding your exposure and taking the appropriate steps to mitigate your liability is essential. Stephen Vono of McGowanPRO will be explaining the accounting firm’s role and responsibility in keeping client data safe and how to protect your firm from financial loss arising from information security exposures. Stephen will discuss what is and isn’t covered under your professional liability policy and how an employee dishonesty policy and cyber liability policy will fill in the gaps.

Learning Objectives:

  1. Understand your exposure to financial loss due to loss of client information.
  2. Learn best practices and procedures to lower your exposure to loss of client information.

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

Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen?

Preview Available

Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen?


Identification: FMA1905

Firm managers should attend this session to learn how to read communication and behavioral signs of their partners so they can work more collaboratively with them. We will also discuss setting expectations and defining and success measures.

Learning Objectives:

  1. You can expect to learn how to read your partners communication preferences. 
  2. You will walk away with a working document indicating key tasks or projects in which both of you will lean in and assign roles and responsibilities.

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

New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST)

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New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST)


Identification: ENG1914

You’re a great client service accountant and now you’ve been asked to run your firm. Don’t worry there are many tools already available and no reason for you to recreate the wheel in regard to managing your firm! This session will provide a brief over view of the different aspects of running a practice and provide an overview of tools already available in the Firm in Motion toolkit for designing pay for performance bonus plans, creating partner succession plans, legal and risk management, employee engagement, firm IT issues, space planning transitions etc.

Learning objectives:

  1. Obtain an overview of some of the many aspects of managing an accounting firm.
  2. Become aware of firm management tools already available that can be customized to your firm and culture.
  3. Increase awareness of risks to your firm and resources and partners available to address them.

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