This includes sessions from: CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)
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.
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 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.
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.
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.
Discuss what to look for in Information Technology compatibility when firms are considering an acquisition or merger.
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):
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.
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.
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.