AICPA & CIMA ENGAGE 2022

Jun 6, 2022 ‐ Jun 9, 2022


This includes sessions from AICPA & CIMA ENGAGE 2022:

  • Advanced Accounting and Auditing 2022
  • Advanced Estate Planning 2022
  • Advanced Personal Financial Planning 2022
  • Corporate Finance 2022
  • EDGE Career Development 2022
  • Practitioners Symposium and TECH+ Conference 2022
  • Tax Strategies for the High-Income Individual 2022

Standard: $595.00

Products

Tech Demo (T 4:30) All in One vs. Best in Breed - Demonstration, presented by Advyzon

Preview Available

Tech Demo (T 4:30) All in One vs. Best in Breed - Demonstration, presented by Advyzon

Jun 6, 2022 4:30pm ‐ Jun 6, 2022 4:55pm

Learn how a fully integrated technology platform containing all the necessary capabilities to run an advisory practice can save you time, allow you to scale efficiently and ultimately save you money!

Speaker(s):
Standard: $49.00

Education Lab #2 (4:30pm) - The AI Revolution and its Impact on Accounting, presented by Botkeeper

Preview Available

Education Lab #2 (4:30pm) - The AI Revolution and its Impact on Accounting, presented by Botkeeper

Jun 6, 2022 4:30pm ‐ Jun 6, 2022 4:55pm

The Industrial Revolution forever changed the world in a matter of 60 years. Today, we are going through a second great revolution, The AI Revolution, which will take shape in a fraction of the time and its impact will be exponentially greater. Shortages in human capital are accelerating the revolution and transforming professional services as we know them today.

Speaker(s):
Standard: $49.00

Education Lab #1 (M 5:05pm) - ESG & ASC: Little Letters, Big Opportunity for Accounting Tech Innovation, presented by Trullion

Preview Available

Education Lab #1 (M 5:05pm) - ESG & ASC: Little Letters, Big Opportunity for Accounting Tech Innovation, presented by Trullion

Jun 6, 2022 5:05pm ‐ Jun 6, 2022 5:30pm

In this session, Isaac Heller (CEO & Co-founder, Trullion) will give a brief overview of emerging standards (ASC 842, 606, ESG) and highlight how they can create an incredible amount of transparency for the accounting industry, while at the same time, an incredible amount of pressure. We will zoom into the broad-stroke impact of these standards on both a company and corresponding auditor. We then dig further into technology as a “bridge” between the 2 stakeholders. We highlight how in some cases, technology may not be scalable at this stage (ex. ESG) while in other scenarios, technologies - and even AI - can accelerate industry professionals.

Speaker(s):
Standard: $49.00

Tech Demo #2 (5:05pm) - Creating a Customer First Client Experience for Engagements, presented by Auvenir

Preview Available

Tech Demo #2 (5:05pm) - Creating a Customer First Client Experience for Engagements, presented by Auvenir

Jun 6, 2022 5:05pm ‐ Jun 6, 2022 5:30pm

It’s time to discover the benefits of using a cloud-based audit and assurance solution. Auvenir provides an enhanced client experience, by simplifying and streamlining the audit, review, compilation and preparation process within a single intuitive solution. Join our team for a demonstration to discover why it's time to leverage the best of today's technology to create a better engagement experience for practitioners and clients.

Speaker(s):
Standard: $49.00

Education Lab #2 (5:40pm) Adding the PFS credential as an experienced CPA, presented by the AICPA PFP Section

Preview Available

Education Lab #2 (5:40pm) Adding the PFS credential as an experienced CPA, presented by the AICPA PFP Section

Jun 6, 2022 5:40pm ‐ Jun 6, 2022 6:05pm

Speaker(s):
  • Daniel P. Snyder, CPA/PFS, Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants
  • Oscar Vives, CPA/PFS, CFP®, Wealth Planner, PNC Private Bank
Standard: $49.00

Tech Demo (5:40pm) - Simplify Management of Your IT without Sacrificing Security, presented by Dell

Preview Available

Tech Demo (5:40pm) - Simplify Management of Your IT without Sacrificing Security, presented by Dell

Jun 6, 2022 5:40pm ‐ Jun 6, 2022 6:05pm

In this presentation I will review the common methods customer's utilize servers, and some of the risks associated with these deployments. I will then discuss some of the considerations when considering the best solution for your business, and present on our Azure HCI solution and how it can be of benefit to your business to help you be successful.

Speaker(s):
Standard: $49.00

Education Lab #2 (6:15pm) Increase Your Value as a Client Advisor, presented by Wolters Kluwer

Preview Available

Education Lab #2 (6:15pm) Increase Your Value as a Client Advisor, presented by Wolters Kluwer

Jun 6, 2022 6:15pm ‐ Jun 6, 2022 6:40pm

When you leverage Audit Data Analytics (ADA) correctly, the insights you can provide your clients come from teamwork, speed, history, probabilities, consequences and trust – just like how Superheroes save the world! Considering the ever-evolving AICPA standards and stricter guidelines that now require data analytics as part of every audit, it is critical that auditors have an easy-to-use yet robust ADA tool that provides a ton of value, especially as it pertains to client advisory. During this 25-minute education lab, we will discuss: Why the AICPA sees data analytics as a necessity versus just a nicety. Successes firms are experiencing after embracing ADA technology. How TeamMate Analytics brings value to the table that you won’t find in competitive solutions. Attendees will leave this session understanding what steps are a must for creating their firm’s digital transformation plan.

Speaker(s):
  • Colleen Knuff, CPA, CITP, CIA, CISA, CRMA, NPDP, Vice President of Audit Product Management, Wolters Kluwer
Standard: $49.00

How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy

Preview Available

How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

This panel will show you how to leverage practice management software at your accounting firm.

Moderator(s): Speaker(s):
Standard: $49.00

Leading with Tax Advisory in your Practice, presented by Intuit

Preview Available

Leading with Tax Advisory in your Practice, presented by Intuit

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

The CPA profession played a critical role in helping taxpayers secure valuable tax stimulus incentives during the pandemic. Learn how traditional tax firms are updating their services to lead with tax advisory services and proactive tax saving strategies. Get the latest tax advisory benchmarks to see how you compare to peers and GET A SNEAK PEEK AT THE TOOLS THAT WILL TRANSFORM YOUR PRACTICE to lead with tax advisory and showcase your expertise.

Speaker(s):
Standard: $49.00

Giving You Tax Credit Where Credit is Due, presented by ADP

Preview Available

Giving You Tax Credit Where Credit is Due, presented by ADP

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

Pursuing tax credits like the Employee Retention Tax Credit (ERTC) created by the CARES Act can be complex and takes significant effort to maximize the result. Few small businesses have the time, tools or expertise to identify where they were impacted, determine what the impact was and understand how to calculate the benefit in the face of shifting requirements. Additionally, the Research & Development (R&D) Tax Credits are some of the least claimed and understood tax credits available to small business. There are synergies and challenges to understanding and using both credits during the same tax period.

Speaker(s):
Standard: $49.00