This includes sessions from the conference: Diversity, Equity and Inclusion (as part of AICPA & CIMA ENGAGE 2021)
Inclusion is often described as a Human Resources initiative along with Diversity and Culture. However, it is also a strategic business imperative that can lead to firm growth, increased clients, higher team retention and innovative offerings.
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.
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):
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):
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.
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.
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):
Join us to hear the lessons learned and career strategies of amazing leaders who just happen to be female. Learn from their stories of perseverance, success and also challenges to enhance your own career.
Progress toward racial diversity has been slow in the past, but at a time when many organizations are embracing change and looking for ways to bring it about, several leaders of ethnic minority-owned firms will offer tips for what small CPA firms can do to promote greater diversity.
Sponsorship programs are vital to employee growth and advancement within the firm. They help the firm provide an opportunity to share knowledge and expertise and groom its next generation of leaders while assisting employees in achieving their career goals. We will look at the benefits of sponsorship programs, responsibilities of sponsors and protégés and share key success factors for launching or revamping a formal sponsorship program. We will also provide practical tips on how to find and become a sponsor for individuals who wish to boost their career progression.Speaker(s):