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

Driving Value from ESG Reporting (NAA, PST, FIN, EDGE)

Preview Available

Driving Value from ESG Reporting (NAA, PST, FIN, EDGE)

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

The accountants view of Graphic Packaging's ESG Story. The role of accounting, risk, and audit in ESG

Moderator(s):
  • Mr Kenneth W. Witt, CPA, CGMA, Associate Technical Director, MA R&D, Association of International Certified Professional Accountants
Speaker(s):
  • Lori Kaczynski, CPA, CIA, CGMA, CRMA, VP, Internal Audit and Chief Audit Executive, Graphic Packaging International
  • Ami Beers, CPA/CGMA, Senior Director - Assurance and Advisory Innovation, AICPA
  • Alyssa Rade, Chief Sustainability Officer, Sustain.Life
​Speaker - Virtual(s):
  • Susan Urish, Partner, Innovation and Business Strategy, Urish Popeck & Co., LLC (BDO Alliance)
Standard: $49.00

Tax season debrief

Preview Available

Tax season debrief

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

In some ways, it feels as if we are participants in a reality show based on a never-ending tax season. This session will present as a panel of seasoned professionals discussing the highs and lows of tax season 2022 along with lessons learned, tax law changes at the federal and state level, and productivity hacks for hybrid and remote teams. The session will use polls and audience participation to tackle issues that firms of all sizes care most about. Firms will take away ideas to possibly make changes to their tax season process in 2023.

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

Cybersecurity Threat Landscape, Risk Management and Incident Response

Preview Available

Cybersecurity Threat Landscape, Risk Management and Incident Response

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation and incident response remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data and how best to respond. This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals face in collecting, storing, processing and safeguarding sensitive information along with best practices used when responding to a breach. Topics will include InfoSec governance, current cybersecurity threats/risks/mitigation, third-party and supply-chain risk, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

Speaker(s):
  • Steven Ursillo, CPA, CISA, CISSP, CCSFP, Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert LLP
Standard: $49.00

CAS2.0: Taking Your Advisory Practice to the Next Level

Preview Available

CAS2.0: Taking Your Advisory Practice to the Next Level

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

Client Advisory Services (CAS) as a practice area is at the forefront of progressive thinking by firms on how market complexities can translate into Trusted Advisor opportunities for firms to deliver value to clients. CAS continues to be one of the fastest growing practice areas & largest growth opportunities for CPA firms. This practice area has been defined and transformed over the past 10 years and yet CAS remains largely in its infancy representing exponential opportunity for firms. At Digital CPA 2021, the 10th anniversary of DCPA, CPA.com established our first CAS Advisory Council made up of progressive CAS practice leaders from top firms to help further define and establish a “CAS 2.0” framework and pathway to help drive the transformation of the CAS practice area. Come hear from a panel of CAS thought leaders leading the charge on taking CAS to the next level – CAS 2.0.

Speaker(s):
  • Kalil J. Merhib, Vice President, Growth & Professional Services, CPA.com
  • Kane D. Polakoff, National Practice Leader, Client Accounting Advisory Services, UHY
  • Becky Munson, CPA, Partner, CAS Practice Leader, YourBooks Outsourced Accounting
Tags: PST
Standard: $49.00

Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN)

Preview Available

Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN)

Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm

Business intelligence provides the ability to make better informed and intelligent decisions within CPA firms and client environments. While many accounting software services have built in visuals and graphics, users often want and need more than most services and packages provide. This session illustrates how Power BI can bridge the gap between commonly used accounting software and key decision maker needs within firms and client organizations.

Speaker(s):
  • Dr. William S. Thomas, CPA, CGMA, PhD, W. Stewart Thomas, CPA, CGMA, PhD, University of North Carolina at Pembroke
Standard: $49.00

Remote Workforce: Computing and Compliance Challenges & Best Practices

Preview Available

Remote Workforce: Computing and Compliance Challenges & Best Practices

Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm

This will include security, applications, equipment, challenges with contract employees vs. full time team members, etc. The focused will be on the challenges in this space felt by all sized firms from sole practitioners to large regional firms. Attendees will walk away with not only the perfect technology stack for dealing with a remote workforce, but also the "must have" security practices to have in place.

Speaker(s):
Standard: $49.00

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)

Preview Available

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)

Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm

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 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 and tax planning opportunities.

Speaker(s):
Standard: $49.00

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond

Preview Available

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond

Jun 8, 2022 12:30pm ‐ Jun 8, 2022 2:00pm

Join Tom and his Executive Panel of Business Leaders to review the findings of a special AICPA Future of Finance Research and Execution centered NeXT practices, new competencies, pathways, critical issues, and priorities focused around finance transformation and value creation. You will learn and discuss how to mature in areas such as data analysis, automation, ESG and more. This interactive session will include roundtable discussions to create actional insights for your organization.

Speaker(s):
  • Tom Hood, CPA, CITP, CGMA, EVP of Business Engagement & Growth, Association of International Certified Professional Accountants and Business Learning Institute
  • Barry Payne, Director - External Relations, Management Accounting, Association of International Certified Professional Accountants
Standard: $49.00

Starting a "Technology Focused" Advisory Practice - Where to Begin

Preview Available

Starting a "Technology Focused" Advisory Practice - Where to Begin

Jun 8, 2022 2:00pm ‐ Jun 8, 2022 3:15pm

Deciding to build a digital-first advisory practice requires not only an understanding of technology but also a mindset shift. This session will cover how to think about tech, what resources are available to you, and how to get started. We will also cover the types of services that fall in this area of advisory, and basic pricing strategy all while incorporating two experienced perspectives from building these types of practices.

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

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)

Preview Available

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)

Jun 8, 2022 2:00pm ‐ Jun 8, 2022 3:15pm

Listen to women in the profession talk about how they were able to overcome barriers and achieve their accomplishments while not falling prey to the “superwoman” mentality.

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