FMA2111. Top Issues Firm Managers are Dealing With & Firm Manager of the Year Awa

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Alan Alexander, CPA, PAFM, Chief Operating Officer, Jackson Thornton
• Kristine Latchaw, CPA, PAFM, Director of Administration, Maner Costerisan PC
• Kim Fitzgerald, PAFM, Director, Squire, Lemkin + Company
• Daniel Gregory, PAFM, Firm Administrator, Genske, Mulder & Company, LLP

Tags: FMA The Visionary Leader The Operations Linchpin

FMA2110. Transforming Your Firm from Compliance to Advisory

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: FMA The Visionary Leader The Operations Linchpin The Versatile Tax Adviser

FMA2109. The Impact the Firm Manager Can Play in a Growing Firm

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Michael Horwitz, Executive Director, BDO Alliance USA, BDO

Tags: FMA The Visionary Leader The Operations Linchpin The Emerging Partner

FMA2108. CPA Firm Merger Process

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Joe Tarasco, CEO, Senior Consultant, Accountants Advisory Group LLP

Tags: FMA The Visionary Leader The Operations Linchpin

FMA2107. 5 Things You Need to Know to Successfully Manage a Remote Team

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Marcey Rader, Productivity Speaker, Rader Co.

Tags: FMA The Visionary Leader

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE)

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Sean Hollingshead, VP, Business Development, Orion Advisor Technolgoy

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Matt Towers, Product Lead, Assurance, CPA.com

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

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

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE)

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Andrew Hatfield, Co-founder & Chief Growth Officer, SafeSend

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Davin Carey, Senior Wealth Advisor, Carey & Hanna Tax & Wealth Planners
• Bob Carey, CPA, Wealth Advisor, CPA, Carey & Hanna Tax & Wealth Planners

Tags: PFP NAA EST TAX PST FIN EDGE CFP FMA