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2021 Digital CPA Conference

DCPA2130 - Emerging Advisory Services: ESG, SOC, Working Capital

Dec 8, 2021 9:00am ‐ Dec 8, 2021 9:50am

Standard: $49.00


Opportunities for advisory services are growing in emerging areas, such as: environmental social and governance (ESG) reporting, SOC auditing, cybersecurity, and working capital. A panel of practice leaders driving these initiatives will discuss how they started these practice areas, how they developed staff to deliver them, and identified profiles of clients buying these services. Bring your questions about best practices to branch out into these new service lines and what obstacles to consider as you develop your plans.

Learning Objectives:
  • Identify opportunities to start or grow advisory services within a firm
  • Recognize how firms are growing advisory verticals
  • Identify how to start a cybersecurity practice.
  • Identify how to start a ESG practice
  • Identify how to add capital advisory services to their practice


  • Lisa Simpson, CPA, CGMA, VP - Firm Services, AICPA
  • Jim C. Bourke, CPA, CITP, CFF, CGMA, Managing Director Advisory Services, WithumSmith+Brown
  • Joe Holman, CPA, SASB FSA Credential Holder, ESG Practice Leader, Withum Smith+Brown, PC
  • Andrea Parness, CPA, CTC, Owner, A. Parness Company CPA
Tags: Leadership

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