ENG2135. How to Optimize Your Client Roster for Better Cash Flow

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• William H. Hamilton, FINRA S65, Co-Founder, SmartPath.co

Tags: PST CPAFMA The Business Coach The Audit Leader of the Future

ENG2132. How Successful Firms are Growing in a Virtual and Hybrid Environment

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Sarah J. Dobek, President and Founder, Inovautus Consulting

Tags: PST CPAFMA The Business Coach The Development Guru The Legacy Builder - PFP

ENG2127. Just Say It! Making ANY Conversation Easy

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Shari Harley, MA, CSP, President and Founder, Candid Culture, Inc.

Tags: PST CPAFMA EDGE The Business Coach The Operations Linchpin The Emerging Partner The Relationship Builder The Rising Star - PFP The Audit Eagle Eye The Business and Industry Star

ENG2124. How to Assess Your Firm's Future Succession Paths - Internal vs. External

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Mr. Allan D. Koltin, CPA, CGMA, CEO, Koltin Consulting Group

Tags: PST CPAFMA The Audit Leader of the Future

ENG21K04. Adapt + Thrive

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Barry C. Melancon, CPA, CGMA, President and CEO, AICPA
• William R. Pirolli, Chair, AICPA and Vice-Chair, Association
• Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
• Erik Asgeirsson, President & CEO, CPA.com

Tags: PFP NAA EST TAX PST FIN CPAFMA EDG DEI ENGAGE Keynote The Business Coach The Tech Whisperer The Visionary Leader The Development Guru The Operations Linchpin The Versatile Tax Adviser The Leader of Planners The Emerging Partner The Relationship Builder The Rising Star - PFP The Audit Eagle Eye The Fearless Contributor The Audit Leader of the Future The Rising Star - Estate Corporate Finance Executive The Partner-Track Superstar The Decider The Accounting Law Pioneer The Accounting Law Double Major The Client Advocate The Legacy Builder - PFP The Proactive Realist The B and I Chief Strategist The B and I Star

ENG2106. The Leadership Journey | Leading in the Midst of Change

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Scharrell Jackson, COO, Lendistry

Tags: PST CPAFMA EDGE The Business Coach The Visionary Leader The Development Guru The Operations Linchpin The Emerging Partner The Proactive Realist The Business and Industry Star

AICPA & CIMA ENGAGE 2021

Jul 26, 2021

Type: Conference

Tags: PFP NAA EST TAX PST FIN CPAFMA EDG DEI AICPA

50 Ideas in 50 Minutes

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Robert E. Biddle, PAFM, Principal, Bowman & Company LLP

Tags: CPAFMA

Data Driven Firm Automation Panel

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks
• Daniel Cohen-Dumani, Partner, Withum
• Michelle Harris, Customer Success Lead, Right Networks(R)
• Darrell Williams, Director of Information Technology, Katz, Sapper & Miller

Tags: CPAFMA

Is Leadership Going Soft?

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Judy Hoberman, President, Selling In A Skirt/Walking on the Glass Floor

Tags: CPAFMA