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