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

ENG2133. The Importance of Being a Generous Leader

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Amy Vetter, CPA, CITP, CGMA, CEO, The B3 Method Institute (QuickStart Training)
• Jennifer L. Wilson, Co-founder and Partner, ConvergenceCoaching, LLC

Tags: PST CPAFMA EDGE

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

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

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

ENG21K05. A Conversation with Caroline Kennedy

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Caroline Kennedy, American Author, Attorney and Diplomat (former US Ambassador to Japan)

Tags: PFP NAA EST TAX PST FIN CPAFMA EDG SEN DEI ENGAGE Keynote

ENG21K04. Reimagining the Future

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Mr. Barry C. Melancon, CPA/CGMA, President and CEO, AICPA
• William R. Pirolli, CPA, CGMA, CFF, PFS, Partner, DiSanto Priest & Co,CPA's
• 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 SEN DEI ENGAGE Keynote

ENG21K03. To be announced

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Tags: PFP NAA EST TAX PST FIN CPAFMA EDG SEN DEI ENGAGE Keynote

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

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Scharrell Jackson, COO, BPM LLP

Tags: PST CPAFMA EDGE

ENG21K02. A Conversation with Sir Richard Branson

Jun 8, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Sir Richard Branson, Founder, The Virgin Group

Tags: PFP NAA EST TAX PST FIN CPAFMA EDG SEN DEI ENGAGE Keynote