Culture as a Competitive Advantage
Standard: $49.00
Building Positive Relationships to Create Effective Teams
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Improving Firm Profitability
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
The Four Most Important Words in Leadership
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Rebekah Brown, CPA, Director of Development, The Maryland Association of CPAs
Standard: $49.00
Virtual Selling - Becoming a Financial Influencer
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Keynote: Professional Issues Update
Standard: $49.00
Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Retirement Best Ideas Panel
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
AICPA Town Hall
Standard: $49.00
Investment Best Ideas Panel
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00