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

Jun 5, 2022 ‐ Jun 8, 2022

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

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.

• Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP

• Trisha Nomura, Owner, Ascend Consulting LLC
• Lexy Kessler, CPA, CGMA, Partner, Aronson LLC
• Priscilla Bullock, Partner, PwC
• Anna Mok, CPA, President & CEO, Ascend

Preview Available

An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN)

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

A revolution in BI tools has unlocked a new way to work: Fast. Efficient. Direct. But to unlock the full potential, you must move beyond yesterday’s methods. In this session, you will see the application of Power BI and modern Excel using real-world scenarios. Come learn how these modern tools allow you to unlock your superpowers and create more dynamic and impactful insights.

• Evan Rhodes, MBA, Director, Client Services, P3 Adaptive
• Justin Mannhardt, MCSE, Solution Architect, P3 Adaptive

Preview Available

Navigating the Labor Market to Build Your Team

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

Growing a firm means you have to be diligent to balance the intake of revenue with the availability of your team's labor (I.e. capacity management). These are intimately related and must be considered together. It's imperative that you know when to hire, when not to hire, when to take on new revenue, and when to turn revenue away (or slow it down). This session will speak to the definitions of capacity management and how you can be proactive in navigating our labor market in these tough times.

• Jason M. Blumer, CPA, CEO, Blumer CPAs

Preview Available

SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

This session will provide the attendees with an overview of the entire SOC space. From SOC1 to SOC2 to SOC3 to SOC for CyberSecurity and all of the other flavors and types of SOC reporting that may exist at the time of the conference. Attendees will walk away with an understanding of the differences between the various levels and types of SOC reporting. Attendees will have an understanding of how to monetize this space and will be provided with links to resources that will help from planning to delivering these services.

• Steven Ursillo, CPA, CISA, CISSP, CCSFP, Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert LLP
• Jim C. Bourke, CPA, CITP, CFF, CGMA, Managing Director Advisory Services, WithumSmith+Brown

Preview Available

Quality Management (NAA, PST)

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

Learn about the new quality management standards and how to implement them: Applying the new, proactive, risk-based approach to quality management systems within firms. Scaling the standards to tailor your system to the nature and circumstances of your firm and its engagements.

• Ahava Goldman, CPA, CGMA, Associate Director, AICPA & CIMA
• Sara Lord, CPA, Chief Auditor, RSM US LLP

Preview Available

Help Clients Gain Better Business Outcomes: Discover the Power of a PEO

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

The COVID-19 pandemic has demonstrated that businesses today are forced to be creative and adapt to constant change, in order to survive. Now, more than ever, your clients require the guidance of their trusted advisor for effective strategies to emerge resilient from challenging times and reach better business outcomes. This is where a Professional Employer Organization (PEO) may help. Attend this webinar and learn how working with a PEO can help your clients attract and retain employees, gain access to robust benefits offering, keep pace with complex regulations and processes, and ultimately have a long-term and profitable business.

• Alice Ziegler, Area Sales Director, PEO, Paychex

Preview Available

Small Firm Succession - Are you ready for the next wave of M&A

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

We're in the midst of a leadership change in small firms, with many owners expected tor retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus.

• Amber K. Goering, CPA, CGMA, President, Goering and Granatino, P.A.
• Carl G. Peterson, CPA, CGMA, VP - Small Firm Interests, AICPA & CIMA
• Terrence Putney, CPA, Partner, Whitman Transition Advisors

Preview Available

Tech Update 2022 | preceded by the AICPA Technology Advisory Standing Ovation Awards

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

The speed of technology change has been accelerating. But unfortunately, we can’t keep up, and we don’t know what to do about it. This visionary session provides insights, choices, and recommendations to help you decide how rapidly to move, which technologies will affect your business, and how to separate sales pitches from innovative ideas. This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in areas ranging from software applications to hardware devices. You’ll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.

• Randolph P. Johnston, MCS, Founder, Network Management Group, Inc.

Preview Available

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

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

This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates.

• Guylaine Saint Juste, President & CEO, NABA
• Okorie L. Ramsey, CPA, CGMA, PMP, NACD.DC, Vice President of Sarbanes/Oxley (SOX), Kaiser Permanente
• Thalia Smith, Partner, Deloitte & Touche LLP

Preview Available

Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape

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

The risks can be severe for businesses who choose to ignore sales and use tax obligations. As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate risk they may have due to sales and use tax exposure. With so many competing priorities, how can your firm provide sales and use tax services efficiently and still deliver value, drive growth, and earn revenue? In this session, we will discuss how your firm can master its sales & use tax strategy to proactively address business clients’ needs. An expert in sales & use tax will provide updates on new tax law and highlight the top areas of vulnerability for businesses and how you as the trusted advisor can offer support. We will then share practice development strategies including the necessary elements to drive your firm’s sales & use tax growth. Bring your questions and expect to leave this session feeling educated and confident in knowing how to master your firm’s sales & use tax strategy of today and tomorrow.

• Diane Yetter, CPA, President and Founder, Sales Tax Institute & Yetter Tax
• Jeremiah LaRue, Product Marketing Manager, CPA.com
• Mo Huda, CMI, Senior Manager, Moss Adams