PST2123. Four Must Haves in your Firm Strategy

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Gary Thomson, CPA, Managing Partner, Thomson Consulting, LLC

Tags: PST The Development Guru The Emerging Partner

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

PST2117. Hot Topics in Firm Practice Management

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Kari L. Hipsak, CPA, CGMA, Senior Manager - Firm Services, Association of International Certified Professional Accountants

Tags: PST The Development Guru The Audit Leader of the Future

PST2113. Cybersecurity from Small & Medium Firm Perspective

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks

Tags: PST The Development Guru The Proactive Realist

FMA2106. Managing the Health of Your Human Capital

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Jeremy S. Wortman, PhD, Owner/Corporate Psychologist, HRD Initiatives

Tags: FMA The Visionary Leader The Development Guru The Operations Linchpin

ENG2116. New Trends in the Digital Client Experience

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Michael Cerami, Vice President, Marketing & Business Development, CPA.com
• Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
• Mitch Weintraub, CPA, Managing Partner, Cordia Partners
• Jody Grunden, CPA, Co-founder & CEO, Summit CPA Group

Tags: PFP PST The Business Coach The Development Guru

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 ampI Chief Strategist The B and ampI Star

ENG2113. How to Effectively Lead Your Firm through DEI in Times of Crisis and Beyond

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Crystal Cooke, Director - Diversity & Inclusion, Association of International Certified Professional Accountants
• Kevin E. Price, PMP, Head of Inclusion & Diversity, DHG
• Rebecca Goodman-Stephens, Chief Operating Officer, BERDON LLP • Accountants and Advisors
• Jim Wallace, CEO, BPM

Tags: PST DEI The Development Guru The Operations Linchpin The Emerging Partner The Audit Leader of the Future The Business and Industry Chief Strategist

ENG2107. Best Ideas For You, Your Practice, and Your Clients

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Michael E. Goodman, CPA, PFS, CFP, President, Wealthstream Advisors, Inc.
• Scott K. Sprinkle, CPA/PFS, CGMA, CFP, Managing Member, Sprinkle & Associates LLC
• Lyle K. Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
• Sue Stevens, CPA/PFS, CFP, CFA, CAP, Wealth Advisor, Buckingham Strategic Wealth

Tags: PFP TAX The Development Guru The Versatile Tax Adviser The Rising Star - PFP The Rising Star - Estate

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