CPAFMA: Connecting in Ways to Reveal the Way Forward
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Ann White, PAFM, Regional Human Resources Manager, BDO USA LLP
  • Sharon Trabbic, PAFM, Chief Operating Officer, William Vaughan Company
  • Joyce Arthur, PAFM, Alliance Client Services Support Manager, BDO Alliance USA
Standard: $49.00
Are You Guiding Your Clients Towards A Bright Future? Position Yourself as a Valued Retirement Advisor
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Theron Schaub, VP. Strategic Relations, Buckingham Strategic Partners
Standard: $49.00
Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Deborah Fox, CEO & Founder, Fox Financial Planning Network
Standard: $49.00
Stop Overworking Prep, Comp, Review
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
FRF for SMEs (NAAATS, PST)
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Robert J. Durak, CPA, CGMA, Director - Audit & Accounting Technical Services, Association of International Certified Professional Accountants
Standard: $49.00
What's Keeping Your Clients Up at Night? (EST, PFP, TAX)
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished) Nominee, President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
  • Dan Snyder, CPA/PFS, ChFC, Senior Manager - Personal Financial Planning (PA) Advisory Services and Credentialing, Association of International Certified Professional Accountants
Standard: $49.00
The Power of Data to Strengthen Your Audit Practice, presented by Wolters Kluwer (PST, NAA)
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Cathy Rowe, CPA, CA, Director, Product Management Accounting & Audit, Wolters Kluwer
Standard: $49.00
Selling Your Brain: Creating Access-Level Agreements
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Ed Kless, Meta-Consultant, Sage Accountants Solutions
Standard: $49.00
Is Your Tax Practice Future-ready?
Collection: AICPA ENGAGE 2019
Credits: None available.
Type: Session
Speakers:
  • Dan Snyder, CPA/PFS, ChFC, Senior Manager - Personal Financial Planning (PA) Advisory Services and Credentialing, Association of International Certified Professional Accountants
  • Lyle Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
Standard: $49.00