Categories
Tags

Business

  • Thumbnail for Traversing the Spectrum of CAS Offerings
    Identification
    DCA1805
    Date
    December 4, 2018
    Client Accounting Advisory Services (CAS) encompass a wide and varied spectrum of services. Many firms start by transforming traditional, after the fact accounting services to business process outsourcing (BPO), but how and what to include next can be a challenging decision…

    Speakers

    Speaker Image for Krystal Siebrandt
    Partner, HBE
    Speaker Image for Christine Triantos
    Principal, Business Services & Outsourcing, BDO
    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    Speaker Image for Nick Norton
    Co-Founder & Chief Visionary, Geels Norton
    $49
    Standard Price
  • Thumbnail for Stop Giving Away Your Greatest Value
    Identification
    DCA1810
    Date
    December 4, 2018
    One of the biggest challenges is starting to charge clients for the free advice you have been providing. When you have been giving it away for free (be in in tax prep services, accounting or auditing) now it is time to charge for your worth…

    Speaker

    Speaker Image for Sarah Dobek
    President and Founder, Inovautus Consulting
    $49
    Standard Price
  • Thumbnail for CFO Services 101
    Identification
    DCA1813
    Date
    December 4, 2018
    Businesses have a need for a qualified CFO, yet not all can afford, or even find a quality candidate. This is where the opportunity exists for firms to market CFO Services, but..…

    Speaker

    Speaker Image for Krystal Siebrandt
    Partner, HBE
    $49
    Standard Price
  • Thumbnail for Telling the Story through Financial Dashboards
    Identification
    DCA1818
    Date
    December 4, 2018
    Dashboards help you to effectively communicate complex financial data into meaningful visualizations, revealing key performance indicators (KPIs) and insights to clients…

    Speakers

    Speaker Image for Aaron Berson
    Managing Director of VRTL, Gettry Marcus CPA P.C.
    Speaker Image for Daniel Cohen-Dumani
    Partner, Withum
    Speaker Image for Madeline Reeves
    Director of Market Development, Fathom
    Speaker Image for Kane Polakoff
    Principal, Client Advisory Services Practice Leader, CohnReznick
    $49
    Standard Price
  • Thumbnail for Effective Service Teamwork and Client-centric Technology = Great Client Experiences
    Identification
    DCA1821
    Date
    December 4, 2018
    Effectively managing the client relationship requires higher levels of team collaboration and mandates holistic approaches to “helping” clients. Learn how to build a cross-functional service team that works between engagements and jobs to create superior client experiences…

    Speaker

    Speaker Image for Mitch Reno
    Principal, Director of Client Experience, Rehmann
    $49
    Standard Price
  • Thumbnail for Digital CPA Update
    Identification
    DCA1826
    Date
    December 5, 2018
    The most successful CPA firms have an eye to the future, action and momentum; they are becoming future ready. Join Erik Asgeirsson as he provides his annual update on emerging topics for digital CPAs, shares transformative technologies, and highlights success stories from around community…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Karen deSouza
    Head of Product, CaseWare International, Inc.
    Speaker Image for Aaron Harris
    Chief Technology Officer , Sage
    $49
    Standard Price
  • Thumbnail for Continuous Quest to Streamline Processes
    Identification
    DCA1827
    Date
    December 5, 2018
    It may feel you are always on a quest to streamline your processes.  If so, that is good!  As technology continues to automate work, we should continually be refining our processes, to take advantage of what is available…

    Speakers

    Speaker Image for Michelle Ryan
    Partner, Accounting and Advisory Service Line Leader, Adams Brown
    $49
    Standard Price
  • Thumbnail for Client Assessments are Optional, Right?
    Identification
    DCA1829
    Date
    December 5, 2018
    Upon meeting a prospective client you conduct an interview to assess their fit as a client and your services. Then you may have a trial period to ensure you work well with the client and their needs…

    Speaker

    Speaker Image for Dixie McCurley
    Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
    $49
    Standard Price
  • Thumbnail for Understanding Strategic Growth Options
    Identification
    DCA1831
    Date
    December 5, 2018
    In this extremely dynamic and competitive landscape it is critical for businesses to have clear growth strategies. One must be able to support the client’s strategic ambitions and be able to suggest alternative methods to support their growth…

    Speaker

    Speaker Image for Ash Noah
    VP Managing Director, Learning, Education and Development, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for The Right Staffing Model for Your Outsourced Accounting Practice
    Identification
    DCA1833
    Date
    December 5, 2018
    Offering outsourced accounting services requires a range of skill sets, talents and roles. Finding one person that can, and excels, at performing all functions is a challenge, to say the least…

    Speakers

    Speaker Image for Nick Norton
    Co-Founder & Chief Visionary, Geels Norton
    Speaker Image for Tami Davis
    Core Accounting Services Manager, Grimbleby Coleman
    $49
    Standard Price
  • Thumbnail for Advanced Client Assessments
    Identification
    DCA19101
    Date
    December 9, 2019
    For those that have started a Client Accounting Advisory Services (CAS) practice you have come to realize there is tremendous value to a client in performing a Client Assessment…

    Speaker

    Speaker Image for Dixie McCurley
    Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
    $79
    Standard Price
  • Thumbnail for Differentiating through Agile
    Identification
    DCA1908
    Date
    December 10, 2019
    As client accounting advisory services (CAS) mature more questions are arising:

    Speakers

    Speaker Image for Steven Keene
    Partner, Moss Adams
    Speaker Image for Jaleh Gerdemann
    Senior Manager, Moss Adams
    Speaker Image for Tim Parks
    Senior Technical Project Manager, Moss Adams LLP
    $49
    Standard Price
  • Thumbnail for How to Build a Business Case for Starting a Client Accounting Service Practice
    Identification
    DCA1910
    Date
    December 10, 2019
    A strong business case contains sustainable growth models including viable market entry strategies, bottom-line impact, and highlights for the increased clients’ needs for a part-time CFO and/or on-demand services…

    Speakers

    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for Yasmine el-Ramly
    Senior Technical Manager, AICPA
    $49
    Standard Price
  • Thumbnail for Experience Matters: Project Management and Your Firm
    Identification
    DCA1913
    Date
    December 10, 2019
    Many professional accountants are not taught project management skills, yet they are required to manage the implementation of new technology, onboard new clients, build new service areas and more…

    Speaker

    Speaker Image for Mike Albrecht
    Sr. Product Owner, XCM
    $49
    Standard Price
  • Thumbnail for Future of the Assurance Practice
    Identification
    DCA1915
    Date
    December 10, 2019
    The audit of the future is being heavily disucssed with the emerging technologies entering the assurance space. What does this mean for A&A practices? What do we need to concider and what should we be planning for? In this session here what the future of A&A looks like, and where you can start…

    Speakers

    Speaker Image for Amy Pawlicki
    VP - Assurance and Advisory Innovation, AICPA & CIMA
    Speaker Image for Karen Larsen
    Partner, Baker Tilly US, LLP
    $49
    Standard Price
  • Thumbnail for Elements to Offboarding
    Identification
    DCA1918
    Date
    December 10, 2019
    For most firms when you began your CAS practice you onboarded any client that expressed interest, which, at times, resulted in regret and frustration in your team…

    Speaker

    Speaker Image for Christine Triantos
    Principal, Business Services & Outsourcing, BDO
    $49
    Standard Price
  • Thumbnail for Pursuing the SUT Service Model Fitting Your Firm
    Identification
    DCA1924
    Date
    December 10, 2019
    There is a market need for more sales and use tax (SUT) services, yet many firms have not placed a strategic focus on how they will develop their service line…

    Speakers

    Speaker Image for Craig Cookle
    Partner, Wipfli, LLC
    Speaker Image for Jeremy Migliara
    Shareholder & State and Local Tax Practice Leader, Elliott Davis, LLC
    Speaker Image for Marianne Fisher
    Product Marketing Manager - SUT, CPA.com
    Speaker Image for Chris Gallo
    Partner/Director of Business Accounting Services, Creative Planning Business Services
    $49
    Standard Price
  • Thumbnail for Where to Begin: Building the Consultant in You - Part 1
    Identification
    DCA1930
    Date
    December 11, 2019
    The profession is buzzing about the audit of the future. The tech stack for this transformed service area has a new tech stack. Join this session to hear how the tools and systems have and are evolving…

    Speaker

    Speaker Image for William Reeb
    CEO, Succession Institute, LLC
    $49
    Standard Price
  • Thumbnail for The "Trusted" but "Careful" Advisor - How to Manage Liability Risks in the Advisory Service Line
    Identification
    DCA1931
    Date
    December 11, 2019
    Offering profitable, high volume advisory services today has its rewards but also its own set of unique risks.  Traditional accounting services primarily report on “what has happened”.  Advisory services frequently provide insight on “what may happen”…

    Speakers

    Speaker Image for Stan Sterna
    Risk Control Leader, Aon
    Speaker Image for Sarah Ference
    Sarah Ference, CPA, CITP
    Risk Control Director, Accountants Professional Liability, CNA
    $49
    Standard Price
  • Thumbnail for Where to Begin: Building the Consultant in You - Part 2
    Identification
    DCA1933
    Date
    December 11, 2019
    With the drive to advisory services many accounting professionals are looking for knowledge on how to develop the consultant within. There are principles and techniques to learn…

    Speaker

    Speaker Image for William Reeb
    CEO, Succession Institute, LLC
    $49
    Standard Price
  • Thumbnail for TAX2006. State Tax Implications of Employees Working Remotely
    Identification
    TAX2006
    Date
    July 24, 2020
    The Novel Coronavirus has dramatically changed the landscape of business travel. More and more employees are working from home, often in states that differ from the location of their old office…

    Speaker

    Speaker Image for Mark Klein
    Partner/Chairman Emeritus, Hodgson Russ LLP
    $49
    Standard Price
  • Thumbnail for TAX2003. Tax Planning Considerations of Temporary TCJA Dismantling
    Identification
    TAX2003
    Date
    July 23, 2020
    COVID-19 tax changes made significant changes to TCJA changes including for NOLs, business loss limitations and depreciation. This program reviews the details of these changes with a focus on how they change prior tax planning approaches…

    Speaker

    Speaker Image for Annette Nellen
    Professor, MST Program Director, San Jose State University
    $49
    Standard Price
  • Thumbnail for TAX2012. Choice of Entity Considering the QBI Deduction
    Identification
    TAX2012
    Date
    July 24, 2020
    This session considers if and when Covid-19 legislation and the QBI deduction have changed our thinking on the choice of entity. This year’s Covid-19 legislation aimed to provide tax relief to businesses suffering from Covid’s stay-in-place orders…

    Speaker

    Speaker Image for Sharon Kreider
    Owner, KREIDERCPA
    $49
    Standard Price
  • Thumbnail for Keynote: Profession Update, Adapt & Thrive: Leading Change in a Complex World
    Identification
    DCPA2105
    Date
    December 6, 2021
    The accounting and finance profession has always adapted during unprecedented times, and we are riding the momentum of our successes to leverage change to seize new opportunities. Together, the profession is taking steps to continue evolving and growing so we can thrive in the future…

    Keynote

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    $49
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.