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

Top 5 Partner Compensation Mistakes – and How to Fix Them

Preview Available

Top 5 Partner Compensation Mistakes – and How to Fix Them

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

Is partner compensation causing tension at your firm? Do you wish partners were held more accountable? Want them to make choices with the firm’s best interests in mind, as opposed to just what’s best for their personal bottom line? It might be time to update your CPA firm compensation system to drive performance and reduce current or potential conflict. In this session, we’ll cover five mistakes we see in practice and modern updates you can make to use your compensation system to improve your bottom line.

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

Starting Your Own Firm - The "Must Have" Technology Stack

Preview Available

Starting Your Own Firm - The "Must Have" Technology Stack

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

Whether you’re going out on your own or reinventing your practice, the post-pandemic environment has raised the bar on what your team and its clients expect from firm's technology. We will review the current state of small and mid-sized CPA firm technology to help your team identify the best applications and services to make your team more effective today and in the future. Attend this breakout and learn more about what you might be missing in your technology stack.

Speaker(s):
  • Brian Tankersley, CPA, CGMA, CITP, Director, Strategic Relationships, K2 Enterprises
Standard: $49.00

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Preview Available

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

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

The Great Resignation is a phenomenon where record numbers of people are leaving their jobs during the COVID-19 pandemic. Join this session to learn how to navigate the ripple effects of the pandemic and re-evaluate how to retain talent, particularly women who have been the most impacted.

Speaker(s):
  • Ms. Jeannine K. Brown, Professional Coach, Chief Executive Officer, Everyday Lead Consulting
  • Kassi B. Rushing, APR, Vice President, Organizational Strategy & Employee Experience, Blue Hen
  • Ruth O. Reitmeier, PCC, Director of Coaching and Training, Doerr Institute at Rice University
Standard: $49.00

Taking Your Office 365 ROI to the Next Level

Preview Available

Taking Your Office 365 ROI to the Next Level

Jun 9, 2022 11:15am ‐ Jun 9, 2022 12:30pm

Microsoft Office 365 is one of the most underutilized technology investments in CPA firms and business organizations in general. In this session, John will share his knowledge and experience of helping numerous organizations to effectively deploy Office 365 and maximize the benefits of an investment you are likely already making. You will experience how the integration of Teams, SharePoint, Power BI, Planner, OneNote and other apps in the Office 365 ecosystem can be harnessed to truly optimize your firm's ability to communicate, collaborate and share knowledge with staff and clients in a virtual work environment.

Speaker(s):
Standard: $49.00

Technology's Role in a CPA Firm Merger

Preview Available

Technology's Role in a CPA Firm Merger

Jun 9, 2022 11:15am ‐ Jun 9, 2022 12:30pm

Rapid growth, whether through a merger or organically, presents challenges for any firm. A focus on technology planning and integration early in the merger process can mitigate risk to the firm, increase productivity, and support a one-firm culture. This interactive session will provide strategies for leveraging technology to ease your firm’s growing pains.

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

Improving Firm Profitability

Preview Available

Improving Firm Profitability

Jun 9, 2022 11:15am ‐ Jun 9, 2022 12:30pm

Join Bill Pirolli as he explores best practices for increasing your Firm’s profitability….working smarter, not harder. In this fast paced, popular session, Bill will review the 7 drivers of profitability including client selection…and dismissal, billing and collection, leverage, avoiding scope creep and more. Learn how focusing your efforts in service lines can lead to greater efficiency and profitability. Bill will also review key metrics from the latest AICPA MAP survey. Bring your firm’s statistics to see how you measure up.

Speaker(s):
Standard: $49.00

How to Price and Position FP&A Services

Preview Available

How to Price and Position FP&A Services

Jun 9, 2022 1:30pm ‐ Jun 9, 2022 2:45pm

Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering. In this session, we’ll discuss how to effectively price and position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.

Speaker(s):
  • Ashley Doyen, CAS Product Account Manager, CPA.com
  • Chris Gallo, State & Local Tax Director, BerganKDV
  • Adam Hale, CPA, Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
  • Robin Thieme, CPA, CITP, CGMA, Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
  • Mike Triantos, Head of Partnerships, Jirav
Tags: PST FIN ENG
Standard: $49.00

The Mobile CPA / What's In My Bag?

Preview Available

The Mobile CPA / What's In My Bag?

Jun 9, 2022 1:30pm ‐ Jun 9, 2022 2:45pm

What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the practical and mobile technologies supporting and empowering remote employees to work smarter.

Speaker(s):
  • Marc Staut, Chief Innovation & Information Officer, Boomer Consulting, Inc
Standard: $49.00

Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty

Preview Available

Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty

Jun 9, 2022 1:30pm ‐ Jun 9, 2022 2:45pm

In this session, Angie discusses the importance of building client loyalty during these unprecedented times, making sure our best clients are being served very well and recognizing how we can help. Ultimately, this leads to retention and referrals and reduces price sensitivity. We discuss showing up as a Trusted Advisor with clients and cross-selling opportunities by understanding the client holistically as well as having a clear understanding of your firm’s service offerings and your network’s capabilities. Currently our clients have more of a need to work with us than ever before. Your best clients are your competitors’ top prospects. We look at how identifying “B” clients and turning them into “A” clients is a top priority and one of the best opportunities to grow.

Speaker(s):
  • Angie Grissom, The Rainmaker Companies, Owner, Chief Relationship Officer
Standard: $49.00

Current State of Mergers and Acquisitions in the Profession

Preview Available

Current State of Mergers and Acquisitions in the Profession

Jun 9, 2022 3:00pm ‐ Jun 9, 2022 3:50pm

In his presentation, Allan will discuss what’s happening, best practices, opportunities, successes, and the challenges faced when considering a merger or acquisition.

Speaker(s):
Standard: $49.00