Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2022)

Jun 6, 2022 ‐ Jun 9, 2022


This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2022)

Standard: $379.00

Products

Featuring Finance and FinTech in your Client Advisory Practice

Preview Available

Featuring Finance and FinTech in your Client Advisory Practice

Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm

The CPA profession played a critical role in helping small businesses acquire funding during the pandemic. This role naturally led to CPAs providing their clients with business advice. In turn, the opportunity for deeper client advisory services through business financing was revealed. In this session, leading voices will share how practitioners are expanding their client advisory services by providing financing assistance. You'll hear exactly what steps firms are taking to feature finance and FinTech as part of their CAS offering.

Speaker(s):
Standard: $49.00

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)

Preview Available

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)

Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm

Join us to hear insights from diverse (in background and role) leaders from within the accounting profession who will explain how to make investments in a diverse talent, as well as in creating an inclusive workforce to increase your pipeline and retention rates to expand leadership representation.

Speaker(s):
Standard: $49.00

CAS Workflow and a Continuous Close, Not Just a Myth

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CAS Workflow and a Continuous Close, Not Just a Myth

Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm

Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips. With automation and new timing techniques of CAS, there's an opportunity to move into a continuous close cycle, not just end of month or end of year.

Speaker(s):
  • Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
Tags: PST FIN ENG
Standard: $49.00

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)

Preview Available

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)

Jun 6, 2022 3:00pm ‐ Jun 6, 2022 4:15pm

Join us to hear the Co-chairs of the AICPA LGBTQ+ Initiatives committee give an overview of the strategic initiatives, as well as the mission and vision of the committee. During this session you will also hear about a new resource that Dr. Jones assisted the committee in creating, which will aid your understanding of the importance of being an advocate to your LGBTQ+ workforce and community, and provide actions to leverage on your inclusiveness journey.

Speaker(s):
  • Nick Moore, Senior Manager, LGBTQ+ Initiatives Committee Co-Chair, Grant Thornton LLP
  • Ozoemena Nnamadim, CPA, Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair, Deloitte & Touche LLP
  • Wynde C. Jones, PhD, Owner, The Jones Agency
Standard: $49.00

Inspector Gadget

Preview Available

Inspector Gadget

Jun 7, 2022 8:00am ‐ Jun 7, 2022 9:15am

Technology continues to evolve at an ever-increasing pace - disrupting and transforming virtually all aspects of our personal and professional lives. From AI, 5G and blockchain, to IoT, robotics and EVs, new technology is impacting and revolutionizing virtually every product and service available. Join Inspector Gadget as he explores the very latest technology trends and vendor solutions, along with cutting-edge gear and gadgets. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

Speaker(s):
  • David M. Cieslak, CPA, CITP, CGMA, GSEC, EVP, Chief Cloud Officer, RKL eSolutions, LLC
Tags: PST
Standard: $49.00

TECH Tips & Tricks

Preview Available

TECH Tips & Tricks

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

Have ever thought to yourself, "There has got to be a better way to do this?" Guess what?! There is! In this session, you will learn hands-on tech tips and tricks to optimize your day. We will cover a wide variety of topics from Microsoft 365 to Mobile devices to web-based applications and more!

Speaker(s):
Standard: $49.00

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)

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I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

What’s inclusion got to do with it? At Plink leadership, we believe leaders build their competence by demonstrating the traits of inclusive leaders. Most leaders don’t intend to exclude others. Yet, leaders can fail to get the best out of their teams due to personal bias and the inability to adapt and listen deeper. In this session, you will gain insight into what it means to be an inclusive leader, including taking on the difference as your own and being courageous in conversation and your actions.

Speaker(s):
Standard: $49.00

CAS Benchmark Survey Results – Insights into High Performing Practices

Preview Available

CAS Benchmark Survey Results – Insights into High Performing Practices

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

CAS growth has been driven by a number of best practices. We will take a closer look at the key attributes that are the foundation of building high-performing CAS practices. Using data from the CPA.com/AICPA PCPS CAS Benchmark Survey, we will examine key areas including: Drivers of CAS Growth Evolving Client Advisory Expectations CAS Metrics Staffing a CAS Practice Pricing CAS Services CAS Practice Technology Barriers to CAS Success

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

Winning Larger Engagements with Subscription-based Pricing

Preview Available

Winning Larger Engagements with Subscription-based Pricing

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

This session is dedicated to the possibility that accounting professionals can win larger engagements and serve those they win more effectively when they learn and adopt subscription-based pricing. Subscription pricing is not taking your annual price and dividing it by 12. It is more challenging than that and not for everyone. If you think you have ability to think about your pricing and service model differently than you have in the past, you are invited to attend this session delivered by Sage’s senior director and co-host of The Soul of Enterprise [http://thesoulofenterprise.com... [http://thesoulofenterprise.com...]] podcast, Ed Kless.

Speaker(s):
  • Ed Kless, Senior Director of Partner Development and Strategy, Sage
Standard: $49.00

RPA and AI: Use cases for CPA's

Preview Available

RPA and AI: Use cases for CPA's

Jun 7, 2022 11:15am ‐ Jun 7, 2022 12:30pm

Robotic process automation (RPA) bots, custom apps, and digital plumbing are revolutionizing how work gets done in today’s economy. Many firms and their clients have embracing “best of breed” solutions and would like to automate the exchange of data between different business solutions using solutions like the Microsoft Power Platform (Power Automate, Power Apps, and Power BI), which already work with over 300 different platforms. While these technologies have already been adopted by many enterprises, their uses in small and mid-sized businesses are still emerging, and accounting professionals must understand the implications of their use on their internal control structure. Attend this session to learn the fundamentals of these innovative automation solutions and see how others are effectively using these solutions and watch a demonstration of an RPA being built in session.

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