This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2021)
The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator four years ago with a focus on FinTech and EdTech solutions. Its purpose is to foster innovation and bring emerging technologies to the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric service. In this session, you will hear about trends in FinTech developments and see the startup companies that make up the 2021 cohort. These solutions have a leading role in a diverse range of categories including: crypto-asset management, financial impacts of climate change, accounting task automation and cash flow management.Speaker(s):
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):
Knowing what we excel at and what we are weaker in is not failure - that kind of honesty can be the make-or-break information that we use to find our best work as leaders. As CPAs, we know the return of a tangible investment. Intangible investments - emotional, leadership, energy investment - are just as valuable to success and profitability. How can we know if the return on our energy (ROE, for short) is directly impacting our return on investment? ROE (Return on Energy) is the secret ingredient in accomplishing your most important work. Reaching your professional goals while managing your personal life is a juggling act, balancing the pull of work, family and self. This workshop will address the juggling act by managing your energy to attain more career impact and life fulfillment.
A mindset is how you see the world - and it's the birthplace of action. By understanding and practicing the growth mindset, you can become more resilient and positive and achieve better results in all aspects of your life.
We will explore what the growth mindset is, the scientific evidence behind how it benefits us, and specific ways you can cultivate it - within yourself and your teams.
This session will cover the adaptation of change and establishing a new normal.
We will learn how to maintain relationships, teamwork and networking in a new virtual workspace. Learn how to implement virtualization of staff management, client management, and selling. Also, learn to tailor hiring criteria and offering dynamic incentives to retain staff and appeal to incoming talent in today's competitive market. Learn how to take responsibility as a leader to create a people-first culture with emphasis on diversity and inclusion.