Association for Accounting Marketing Summit 2017 (part of ENGAGE)


This includes sessions from the conference: Association for Accounting Marketing Summit 2017 (part of ENGAGE)

Standard: $459.00

Products

Firm Quality Control: Ethics and Peer Review Issues

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Firm Quality Control: Ethics and Peer Review Issues


Identification: PI1701

Performing high quality audit engagements starts with a strong system of quality control. Learn about common quality control issues identified by the AICPA Peer Review and Ethics teams as well as the steps you can take to avoid them.

Learning Objectives:

  • Recognize common quality control issues identified by the AICPA Peer Review and Ethics teams
  • Identify steps you and your firm can take to avoid these common issues

Speaker(s):
Tags: PI PFP NAA EST TAX PST AAM
Standard: $49.00

Competency-Based Renewal Requirements for AICPA Credentials

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Competency-Based Renewal Requirements for AICPA Credentials


Identification: PI1702

New renewal requirements for AICPA credentials went into effect January 1, 2017. This session will provide an overview of these new requirements and the expanded opportunities for credential holders to develop the professional competencies necessary to support continued success in their specialized area of practice.

Learning Objectives:

  • Recognize the new renewal requirements and related process for AICPA credentials
  • Identify both structured and unstructured learning opportunities to meet the new requirements for the credentials you hold
  • Recall how to record your learning plan and activities on the AICPA Competency and Learning site

Speaker(s):
  • Jimmy J. Williams, CPA/PFS, CFP, CEO/President, Compass Capital Management,LLC
  • Kristen Hughes, Associate Director, Association of International Certified Professional Accountants
Tags: PI PFP NAA EST TAX PST AAM
Standard: $49.00

The Uniform CPA Examination: What You Need to Know

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The Uniform CPA Examination: What You Need to Know


Identification: PI1717

This session will provide background on the Uniform CPA Examination including its purpose, structure, and the content that is eligible for testing. It will provide insight into the knowledge and skills required of newly licensed CPAs, recent changes to the Examination that were implemented on April 1, 2017, as well as how candidates can prepare for the Exam. Finally, the session will cover further changes to the CPA Exam that will be implemented in 2018 and how you might assist in development of the Exam.

Learning Objectives:

  • Identify the underlying components of the Uniform CPA Examination, including its purpose, structure, and the content that is eligible for testing
  • Recognize changes implemented to the CPA Examination effective April 1, 2017

Speaker(s):
Tags: PI PFP NAA EST TAX PST AAM
Standard: $49.00

Continue the Conversation: The General Importance of Social Media

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Continue the Conversation: The General Importance of Social Media


Identification: ENG17CC02

Speaker(s):
  • Elizabeth Rock, Associate Manager – Enterprise Social Media, Association of International Certified Professional Accountants
  • Stacie Saunders, Associate Director - Member Engagement & Communications, AICPA
Standard: $49.00

Consolidation & VIE Practice Issues: A Special Presentation by the CPEA

Preview Available

Consolidation & VIE Practice Issues: A Special Presentation by the CPEA


Identification: PI1716

The Center for Plain English Accounting (CPEA) addresses one of the most complicated areas of GAAP—consolidating variable interest entities (VIEs). Join the CPEA staff as they discuss the accounting guidance for VIE consolidation, cover key practice issues, and provide insights on applying the VIE literature to situations commonly found at private companies.

Learning Objectives:

  • Identify critical aspects of FASB Accounting Standards Codification 810, Consolidation.
  • Select best practices for variable interest entity (VIE) consolidation guidance to common situations encountered at private companies

Speaker(s):
  • Thomas Groskopf, CPA, Technical Director - Center for Plain English Accounting, AICPA/Barnes, Dennig & Co., Ltd
Tags: PI PFP NAA EST TAX PST AAM
Standard: $49.00

ENGAGE Education Lab: Efficiency Solution -  Systematizing & Automating Monthly Client Touches

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ENGAGE Education Lab: Efficiency Solution - Systematizing & Automating Monthly Client Touches


Identification: ENG17LL02

Efficiency Solution: Systematizing & Automating Monthly Client Touches

Every advisor knows how important frequent client touches are to achieve service excellence. The problem is most firms haven't built out a systematized client touch delivery strategy. And most are unsure about how to design the optimal frequency and types of touches that will generate the desired impact.

Discover how you how can systematize a client touch delivery strategy. Learn how to combine various types of client touches and exactly when to do them. You will be given specific examples of how to deliver over 70 client touches per year that clients greatly appreciate will keep you top of mind.

Speaker(s):
  • Deborah Fox, CEO & Founder, Fox Financial Planning Network
Standard: $49.00

Getting Started With Innovation

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Getting Started With Innovation


Identification: PI1703

This interactive, hands-on session provides an introduction into innovation that is applicable for all firm types and sizes. You’ll be able to identify why innovation is important and practice techniques to generate and implement new ideas that you can immediately implement once you return back to the office.

Learning Objectives

  • Recognize the importance of innovation
  • Identify specific innovation frameworks to use in practice

Speaker(s):
  • Mark S. Brooks, MBA, Associate Director, Innovation & Strategic Partnerships, Association of International Certified Professional Accountants
  • Erin M. McCormack, MBA, Director - Innovation, AICPA
Tags: PI PFP NAA EST TAX PST AAM
Standard: $49.00

ENGAGE Education Lab: Capturing Relationship Alpha - How Getting Out of Your Comfort Zone Creates Deeper, More Meaningful Client Relationships

Preview Available

ENGAGE Education Lab: Capturing Relationship Alpha - How Getting Out of Your Comfort Zone Creates Deeper, More Meaningful Client Relationships


Identification: ENG17LL04

Not every ‘alpha’ is attached to an investment return. During difficult life transitions, advisors can and do become confidants to their clients, who desperately need objective third party voices and advice on things that have nothing to do—on the surface—with money. From downsizing to difficult conversations about long term care, this presentation provides examples of how by getting out of their comfort zone advisors can deepen their relationship with their clients, provide clarity in their time of need, and help capture relationship alpha that can increase referrals and retention.

Speaker(s):
Standard: $49.00

How to Strategically Select a Niche and Profit with Less Effort

Preview Available

How to Strategically Select a Niche and Profit with Less Effort


Identification: ENG1711

Click Here

Password: AICPAENGAGE2017

If you find the idea of selecting a niche overwhelming and don’t know where to start, or have tried to niche in the past with lackluster results, attend this session. You’ll identify the most effective and authentic niching strategy for your firm. Claim the right niche, stand out from your competition, and become the obvious choice for more prospects!

Objectives:

  • Learn how to avoid 5 niching mistakes that waste time and increase your marketing ROI instead.
  • Discover 5 ways to choose a niche with clients you enjoy and who value your services.

Speaker(s):
  • Maria Marsala, Strategic Business Advisor, Elevating Your Business
Tags: PFP NAA EST TAX PST AAM
Standard: $49.00

Beyond Cash: Planning Strategies for Complex Charitable Contributions

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Beyond Cash: Planning Strategies for Complex Charitable Contributions


Identification: ENG1712

One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify the best assets to give and the right time to donate them. Charitable donations of complex assets – such as private equity, restricted stock, limited partnership interests, real estate and other non-publicly traded assets – often provide the most tax-efficient way to support charitable causes. Join this session to evaluate this often under-utilized approach to charitable giving and review case studies highlighting key strategies. Key highlights include:

  • Why. Discover why complex assets are the most tax efficient way to give
  • What. Learn tips and tricks about the right assets to donate
  • Who. Uncover which of your clients fit the profile of a potential complex asset donor
  • How. Understand how you can help your clients through the donating process

Speaker(s):
  • Nathan Daley, JD, LL.M. (Taxation), Vice President | Complex Asset Group, Fidelity Charitable
Tags: PFP NAA EST TAX PST AAM
Standard: $49.00
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