CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2021)


This includes sessions from the conference: CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2021)

Standard: $379.00

Products

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker

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ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker


46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients affiliated with cryptocurrency. We will also cover current developments surrounding this topic, such as the inclusion of the virtual currency question on the front of Form 1040, how to successfully navigate through tax notices (CP2000, Letter 6173, Letter 6174 & Letter 6174-A), and tax planning opportunities. 

Speaker(s):
Standard: $49.00

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero

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ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero


Looking to clearly define your CAS business model, but aren’t sure where to start? Join Joshua Lance, CPA, as he shares how key performance indicators can help you make better decisions about your service lines, and bring more value to your clients. We’ll discuss KPI tools and resources, and touch on some KPIs that can be used across various industries.

Speaker(s):
Standard: $49.00

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE)

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ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE)


CPACharge was specifically designed to give CPAs and accounting professionals a simple and secure way to accept client payments online. Plus, there are no long-term contracts, setup fees, or cancellation fees. Watch our quick demo and see why over 150,000 professionals trust us to help them get paid faster and more reliably.

Speaker(s):
Standard: $49.00

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge

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ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge


As a profession, CPAs are at the tipping point of fully harnessing artificial intelligence, RPA, and analytics with ease. The market has accepted that these technologies will impact every function a CPA is already performing - audits, reviews, transaction services, risk advisory, fraud, and controls management. Firms and enterprises alike are investing in technology and skill development, while preparing for massive transformation. In addition, CPAs, with their technical mindset, commitment to continuous professional development, and close affinity to critical business data, are well positioned to deliver value using these technologies.

But technologies like AI, RPA, or analytics in-and-of-itself have a hard time standing on their own - in fact, 70% of transformation projects fail. BCG partner Sylvain Duranton says the real formula for success is: Algorithms (10%) + Technology (20%) + People & Process (70%). Is this the magic needed to create the AI-powered human, where judgement is greatly enhanced by technology?

Join to learn from our insights over the past 5 years, and how to get your team ready for the shift to becoming a technology-powered firm.

Speaker(s):
Standard: $49.00

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify?

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ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify?


The Personal Financial Specialist credential is the only CPA-exclusive financial planning credential that builds on your CPA foundation.  As a CPA working with individuals and families, its only natural that topics like tax, estate, retirement, investment, and risk management planning (and much more) are a part of your client relationships.  They trust your objectivity, integrity, and professional competence as you seek out answers and recommendations for them.  Learn how this valuable experience working with clients can streamline the process to obtain the CPA/PFS credential. 

Join Dave Stolz, CPA/PFS & chair of the PFS Credential Committee, and Dan Snyder, CPA/PFS & director of AICPA's PFP Division as they explain the program and answer your questions.

Speaker(s):
  • Daniel P. Snyder, CPA/PFS, Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants
  • David Stolz, CPA, PFS, President, Stolz and Associates
Standard: $49.00

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage

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ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage


During this demo, you will learn about the advanced accounting features and cloud capabilities within Sage Business Cloud Accounting, so you can deliver the best accounting and advisory services possible to your clients. These features include unlimited users with different levels of access, automated bank feeds with bank rules, dimensional accounting capabilities, customizable reporting and so much more!

Speaker(s):
  • Lisa Beaver, Cloud Solutions Engineer, Accountant Solutions, Sage
Standard: $49.00

FMA2101. CPAFMA Kickoff - Leadership and Succession for Firms in the Next New Normal

Preview Available

FMA2101. CPAFMA Kickoff - Leadership and Succession for Firms in the Next New Normal


In this session, we will talk about the necessity of upgrading leadership skills and more intentional development of future leaders to meet the demands of the Next New Normal. The new normal will be a hybrid of people working from home which will require enhanced leadership. 

Speaker(s):
Standard: $49.00

FMA2102. Interviewing to Fit Your Culture

Preview Available

FMA2102. Interviewing to Fit Your Culture


How many times have you interviewed and hired candidates who just didn’t work out? They looked good on paper and interviewed well. They were smart and likable. What happened? Did you ask the right questions? Were they truthful with you? Or is it really only luck or a guess?

There is a more predictable way to hire. You could hire to your firm’s culture.

Every firm has its own unique culture that is perfect for some candidates. Conversely, there are some people who would not fare so well. In order to interview for ideal employees, firm leaders must be clear about their firm culture to determine the right candidates.

Once you know the kind of candidate who will do well in your firm, it is easier to interview.

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

FMA2103. Everything Has Changed Including Leadership

Preview Available

FMA2103. Everything Has Changed Including Leadership


In this session we will explore the impact multi-directional change has on leadership. Whether spurred by technology, competitors, an ever-increasing diverse workforce, clients, expansion of service lines, or some other source, leaders must be nimble and prepare themselves for the responsibility of being effective in volatile, uncertain, and sometimes controversial times as the pace of change accelerates.

Speaker(s):
Standard: $49.00

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE)

Preview Available

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE)


Join CPA.com and Jirav in a demonstration of Jirav’s all-in-one forecasting, budgeting, reporting, and dashboarding technology platform and how it can accelerate your advisory practice with financial planning and analysis (FP&A) service offerings.

In this session you will learn how to:
• Connect Jirav to your accounting and payroll systems
• Create best practice key performance indicators (KPIs), dashboards, and reports
• Publish, share, and collaborate with your firm colleagues and clients
• Leverage rolling forecasts and budgets to provide business insight to your clients
• Create forecast dependencies using a driver-based financial model
• And more

Speaker(s):
Standard: $49.00