This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2019)
The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator two years ago with a focus on FinTech and EdTech. Its purpose is to foster innovation in the profession and provide members, the Association, and CPA.com more visibility into disruptive trends and emerging technologies. In this session, you will hear from the 2019 cohort – 3 startup companies that have a leading role in client workspace solutions, cash flow management and accounting task automation.
During this session you will:
1. Discover trends in FinTech that are impacting the profession and your role.
2. Hear from the front lines of disruption.
3. Learn about the 3 startups that are members of the second cohort of the Association and CPA.com Startup Accelerator - https://www.aicpa-cima.com/accelerator.
4. Get inspired to rethink how you can leverage financial and educational technology.Speaker(s):
For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms. Develop your own network of public accounting colleagues, who are ready to offer professional support and advice.
Upon completing this session, you will:
• Have a better understanding of practice management issues firms are facing and will have suggestions on how to tackle some of those issuesSpeaker(s):
The accounting profession is refocusing on accounting services and redefining their offering. Today CAS stands for client accounting advisory services, and employs a tech stack that creates scalability, and a level playing field for firms of all sizes offering high value advisory engagements. Join this session to gain ideas to deliver future ready client accounting advisory services.
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.
What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech update where you will learn about who offers reliable solutions and what is changing the market. Specific topics included in this session are: technology trends, recommended hardware specifications, applications and licensing, and security. This session provides concentrated exposure to technology that may reveal ideas, trends, and options that you had not discovered through your normal channels.
The accounting profession continues to evolve and Engage is helping firms transform their practice for the future. In this session Mark Koziel and Erik Asgeirsson will pull from their vast experience interacting with the Association’s 40,000 plus firms and the profession’s technology influencers - on how services are changing and the opportunities that lie ahead.
In this session you will learn:
You’ll leave this session excited and energized about the opportunities that lie ahead for firms of all sizes.Speaker(s):
Identifying the right Key Performance Indicators (KPIs) is critical to you and your company’s success. When determining KPIs, many people make the mistake of putting together a list of everything that they can or are measuring. Figuring out your KPIs is really a matter of figuring out what your business objectives are, how to measure them and how to drill into each measurement to understand the underlying data.
This session will discuss:
The Supreme Court decision in South Dakota v. Wayfair has changed the landscape around sales & use tax (SUT), determining that states can broadly require online retailers collect sales tax even if they lack a physical presence in the state. States are responding with new regulations impacting businesses that sell remotely.
In this session, we will:
Cyber criminals are constantly upgrading their technology to perform more sophisticated, widespread attacks. Preventing breaches and account takeover begins with understanding how criminals operate. This presentation will guide guests through the criminal’s timeline and methods, as well as explain why existing prevention products aren’t providing the protection organizations think. More interestingly, we will demonstrate how this same data can be used to find criminals true identities! Learn how law enforcement hunts threat actors and how their tactics can be applied to corporate protection.