EDG2012. Balancing Leadership & Likeability
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Erin Daiber, CPA, PCC, CEO, Well Balanced Accountants, LLC
Standard: $49.00
TAX2014. Protecting High Profile Clients in the Digital Age (Identity Theft/Scams)
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PST2032. Family Office: Automating Support Functions for High Net Worth Clients
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Kevin Cumley, Senior Director, Accountants Program, Sage
  • Mitch Weintraub, CPA, Managing Partner, Cordia Partners
  • Kevin Au, Senior Director Product Marketing, Accountant Channel, Bill.com
  • Sophia Loh, Partner, Family Office, Frank, Rimerman + Co.
Standard: $49.00
PST2030. Creating an Innovative Growth Culture
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PST2029. Suddenly Virtual? Optimizing your New Environment
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Matthew R. West, Senior Enterprise Account Executive, CPA.com
  • Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
  • Kacee Johnson, MBA, Vice President, Strategy & Innovation, CPA.com
  • Kim Moore, MBA, CPA, CGMA, CIA, CRMA, FMLA, Director of Audit, Summit CPA Group
Standard: $49.00
TAX2012. Choice of Entity Considering the QBI Deduction
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
TAX2013. Education Planning for the Next Decade: Practical Strategies for Success
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute
Standard: $49.00
FIN2013. Rebranding the CFO; Change Starts Today!
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PST2028. Cybersecurity - You have been breached! Now what?
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Steven Ursillo, CPA, CISA, CISSP, CCSFP, Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert LLP
Standard: $49.00
TAX2010. Retirement Planning
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Steve Parrish, JD, RICP, CLU, ChFC, AEP, Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning, The American College
Standard: $49.00