The "Trusted" but "Careful" Advisor - How to Manage Liability Risks in the Advisory Service Line

• Sarah Ference, CPA, CITP, Risk Control Director, Accountants Professional Liability, CNA
• Stan D. Sterna, JD, Vice President, Aon

Where to Begin: Building the Consultant in You - Part 2

• Bill Reeb, CPA, CITP, CGMA, Owner, Succession Institute, LLC

Where to Begin: Building the Consultant in You - Part 1

• Bill Reeb, CPA, CITP, CGMA, Owner, Succession Institute, LLC

Pursuing the SUT Service Model Fitting Your Firm

• Craig A. Cookle, CPA, Partner, Wipfli, LLC
• Jeremy Migliara, CPA, Shareholder & State and Local Tax Practice Leader, Elliott Davis, LLC
• Chris Gallo, State & Local Tax Director, BerganKDV
• Marianne Fisher, Product Marketing Manager, CPA.com

Elements to Offboarding

• Christine Triantos, Partner, Anton Collins Mitchell LLP

Future of the Assurance Practice

• Karen Larsen, CPA, Partner, Baker Tilly Virchow Krause, LLP
• Amy R. Pawlicki, VP – Assurance and Advisory Innovation, AICPA

Experience Matters: Project Management and Your Firm

• Mike Albrecht, PMP, Sr. Product Owner, XCM

How to Build a Business Case for Starting a Client Accounting Service Practice

• Gabrielle M. Luoma, CPA, CGMA, Co-Founder, CEO, MOD Ventures, LLC
• Yasmine El-Ramly, CPA, CGMA, CITP , Senior Technical Manager, AICPA

Differentiating through Agile

• Steven Keene, CPA, Partner, Moss Adams
• Jaleh Gerdemann, Senior Manager, Moss Adams
• Tim Parks, Senior Technical Project Manager, Moss Adams LLP
• Sean Coury

Advanced Client Assessments

• Dixie McCurley, President & Co-founder, Trusted CFO Solutions