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

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Charles Groome, VP of Marketing, Biz2Credit
• Michael Cerami, Vice President, Marketing & Business Development, CPA.com

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21LL10. Top Financial Reporting Issues Facing Private Companies

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Robert Durak, CPA, CGMA, Director - Audit and Accounting Technical Services, AICPA
• Thomas Groskopf, CPA, Technical Director - Center for Plain English Accounting, AICPA/Barnes, Dennig & Co., Ltd

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE)

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Devon Saris (Parker), Customer Success Manager, Customer Excellence, CPA.com
• Mike Triantos, Head of Partnerships, Jirav

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE)

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Jon Brandt, CPA, Partner Consultant, Xero

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

FMA2103. Everything Has Changed Including Leadership

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Tommye E. Barie, CPA, Partner, Succession Institute, LLC
• Kimberly N. Ellison-Taylor, CPA, CGMA, CEO, KET Solutions LLC

Tags: FMA The Visionary Leader

FMA2102. Interviewing to Fit Your Culture

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Guy E. Gage, LPC, President, PartnersCoach, Inc

Tags: FMA

FMA2101. CPAFMA Kickoff - Leadership and Succession for Firms in the Next New Normal

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Tommye E. Barie, CPA, Partner, Succession Institute, LLC

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

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Lisa Beaver, Cloud Solutions Engineer, Accountant Solutions, Sage

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify?

Jul 26, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Daniel P. Snyder, CPA/PFS, Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants
• David Stolz, CPA/PFS, CFP, CDFA, President, Stolz and Associates

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA