Culture as a Competitive Advantage

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Paul Leroue, COCPA, Principal/CMO, Wipfli

Tags: FIN The Tech Whisperer The Development Guru The Emerging Partner Corporate Finance Executive The B and I Chief Strategist The B and I Star The Rising Star EST The Rising Star PFP

Building Positive Relationships to Create Effective Teams

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Brent Forbush, CPA, CGMA, Partner, Forbush and Associates

Tags: EDGE The Development Guru The Emerging Partner The Proactive Realist The Rising Star EST The Rising Star PFP

Improving Firm Profitability

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• William R. Pirolli, Chair, AICPA and Vice-Chair, Association

Tags: PST The Business Coach The Visionary Leader The Development Guru The Audit Leader of the Future The Accounting Law Pioneer The Rising Star EST The Rising Star PFP The Legacy Builder EST

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Ms. Jeannine K. Brown, Professional Coach, Chief Executive Officer, Everyday Lead Consulting
• Kassi B. Rushing, APR, Vice President, Organizational Strategy & Employee Experience, Blue Hen
• Ruth O. Reitmeier, PCC, Director of Coaching and Training, Doerr Institute at Rice University

Tags: PFP NAA EST TAX PST FIN EDGE DEI The Visionary Leader The Development Guru -ENG Crossover

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Guylaine Saint Juste, President & CEO, NABA
• Ramsey Okorie L. Ramsey, CPA, CGMA, PMP, Vice President of Sarbanes/Oxley (SOX), Kaiser Permanente
• Thalia Smith, Partner, Deloitte & Touche LLP

Tags: PFP NAA EST TAX PST FIN EDGE DEI The Business Coach The Development Guru The Leader of Planners The Relationship Builder The Audit Leader of the Future The Proactive Realist The Accounting Law Pioneer The Legacy Builder EST The Legacy Builder PFP -ENG Crossover

Navigating the Labor Market to Build Your Team

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Jason M. Blumer, CPA, CEO, Blumer CPAs

Tags: PST The Development Guru

The “Big Eight”: What Firms Must Have to Create Unity and Success

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

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

Tags: PST The Visionary Leader The Development Guru

Keynote: Professional Issues Update

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Barry C. Melancon, CPA, CGMA, President and CEO, AICPA
• Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
• Erik Asgeirsson, President & CEO, CPA.com
• Anoop N. Mehta, CPA, Analytical Mechanics Associates, Chief Strategist

Tags: ENG The Business Coach The Tech Whisperer The Visionary Leader The Development Guru The Leader of Planners The Emerging Partner The Relationship Builder The Fearless Contributor The Audit Leader of the Future Corporate Finance Executive The Partner-Track Superstar The Proactive Realist The Accounting Law Pioneer The B and I Chief Strategist The B and I Star The Rising Star EST The Rising Star PFP The Legacy Builder EST The Legacy Builder PFP The Versatile Tax Adviser PFP The Versatile Tax Adviser EST

Remote Workforce: Computing and Compliance Challenges & Best Practices

Jun 7, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Jim C. Bourke, CPA, CITP, CFF, CGMA, Managing Director Advisory Services, WithumSmith+Brown
• Bob Fink, Partner, Honkamp Krueger & Co
• Amel Edmond, Chief Information Officer, Withum
• Joe Gutierrez, CIO, Berkowitz, Pollack Brant Advisors + CPAs

Tags: PST The Business Coach The Tech Whisperer The Visionary Leader The Development Guru

Retirement Best Ideas Panel

Jun 7, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Bob Veres, Editor, Inside Information
• Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
• David Blanchett, PhD, CFA, CFP, Head of Retirement Research, PGIM
• Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services

Tags: PFP Investments and Wealth Institute CE The Development Guru The Leader of Planners The Relationship Builder The Rising Star PFP The Legacy Builder PFP