Best Tax Ideas Panel

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
• Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
• Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
• Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director, BLS CPA

Tags: TAX EA Investments and Wealth Institute CE The Leader of Planners The Relationship Builder The Fearless Contributor The Partner-Track Superstar The Accounting Law Pioneer The Legacy Builder EST The Legacy Builder PFP The Versatile Tax Adviser PFP The Versatile Tax Adviser EST

Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Angie Grissom, The Rainmaker Companies, Owner, Chief Relationship Officer

Tags: PST The Business Coach The Visionary Leader The Leader of Planners The Relationship Builder The Audit Leader of the Future The Legacy Builder EST The Legacy Builder PFP

Global Investing and Information Reporting for High Net Worth Individuals

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Chaya Siegfried, CPA, MST, Lead, International Business Tax Services, Withum

Tags: TAX EA Investments and Wealth Institute CE The Leader of Planners The Relationship Builder The Fearless Contributor The Partner-Track Superstar The Legacy Builder PFP The Versatile Tax Adviser EST

The Four Most Important Words in Leadership

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Rebekah Brown, CPA, Director of Development, The Maryland Association of CPAs

Tags: EDGE The Emerging Partner The Relationship Builder The Proactive Realist The Rising Star EST The Rising Star PFP The Legacy Builder EST The Legacy Builder PFP

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

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank
• Natalie Perry, CPA (registered), Partner, Harrison & Held LLP
• Paige Goepfert, CPA, MST, CSEP, Managing Director, Andersen

Tags: PFP EST TAX EA The Relationship Builder The Legacy Builder PFP -ENG Crossover

Demistyfying Distributable Net Income

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management

Tags: TAX CFP Investments and Wealth Institute CE The Relationship Builder The Fearless Contributor The Partner-Track Superstar The Legacy Builder PFP The Versatile Tax Adviser PFP

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

Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation

Jun 7, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Kelley C. Long, CPA/PFS, CFP®, Financial wellness coach and consultant, Financial Bliss with Kelley Long
• Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
• Daniel S. Rubin, J.D., LL.M. (Taxation), Partner, Farrell Fritz, P.C.
• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group

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

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