Tags

Concurrent Session (Onsite and Online)

  • Identification
    EBP2023
    Date
    May 4, 2020
    As the new chapter for multiemployer plans in the AICPA's Employee Benefit Plan: Audit &; Accounting Guide is nearing completion, attend this session for an exclusive preview. This session will cover peer review findings in these plans, audit and accounting best practices, and examples…

    Speakers

    Speaker Image for Marilee Lau
    Partner, Retired KPMG Partner
    Speaker Image for Eric Carroll
    Partner, RSM
  • Identification
    NAA2021
    Date
    June 10, 2020
    Governments currently are in the throws of implementing the new fiduciary activities standards and planning the implementation of the new leases Statement. This session primarily is intended to assist practitioners with the implementation of these new standards…

    Speaker

    Speaker Image for David Bean
    CEO and Former GASB Director, Governmental Accounting Research, LLC
  • Identification
    NAA2008
    Date
    June 8, 2020
    The YellowBook Update will outline how changes in the 2018 Revised YellowBook will impact auditors who are required to report under Government Auditing Standards. This update will include perspectives on independence and meeting the continuing education requirements…

    Speaker

    Speaker Image for James Dalkin
    James Dalkin, CPA CGMA
    Director, GAO
  • Identification
    PST2011
    Date
    June 9, 2020
    Data is everywhere. Whether its automation or algorithms, data is the essential ingredient to such innovations. And there is a lot of it: IDC estimates that there will be 163 Zettabytes of data by 2025. Why? Trends like the Internet of Things (IoT) promise to deliver 79…

    Speaker

    Speaker Image for Malik Datardina
    Malik Datardina, CPA (Canada), CA, CISA
    Governance Risk Compliance Strategist, Auvenir
  • Identification
    NAA2011
    Date
    June 8, 2020
    Whether you are an auditor or preparer of financial statements, there are key decisions to consider in order to successfully navigate the lease accounting implementation journey…

    Speakers

    Speaker Image for Beth van Bladel
    Director, CFO for Hire, a division of BST & Co. CPAs, LLP
    Speaker Image for Stephen Austin
    Stephen Austin, CPA, MBA
    Managing Partner, Swenson Advisors
  • Identification
    PST2052
    Date
    June 11, 2020
    This session will focus on both best practices and common oversights when it comes to succession planning. The elements of succession planning must comprehensively address clients, leadership, valuable employees and owners (future, remaining and retiring)…

    Speaker

    Speaker Image for Gary Thomson
    Managing Partner, Thomson Consulting, LLC
  • Identification
    PST2030
    Date
    June 11, 2020
    As our profession expects to lose many of its entrepreneurial rainmakers to retirement in the coming years, more firms are focused on embedding “true business development acumen into their DNA…

    Speaker

    Speaker Image for Jamie Thomas
    National Director | BD & Marketing Learning and Knowledge Management Leader, BDO USA, LLP
  • Identification
    NAA2023
    Date
    June 10, 2020
    The session will take a deeper dive into how to create value from the required assessment of internal controls. It will also dispel some myths and miss-understandings that inhibit efficient and compliant practice…

    Speaker

    Speaker Image for Lynford Graham
    Consultant and Educator, Lynford Graham CPA
  • Identification
    PST2046
    Date
    June 11, 2020
    This session will go under the hood and and analyze just what exactly stablecoins are, how they function, and why they are attracting so much attention…

    Speaker

    Speaker Image for Sean Stein Smith
    Professor, Lehman College (CUNY)
  • Identification
    NAA2003
    Date
    June 8, 2020
    Many limited liability companies and similar organizations have granted profits interests to management and service providers. In this session, participants will walk through a case study that identifies the common challenges in accounting for profits interests…

    Speaker

    Speaker Image for Scott Ehrlich
    President, Mind the GAAP, LLC
  • Identification
    NAA2014
    Date
    June 9, 2020
    Join the Center for Plain English Accounting in this unique session based on technical inquiries submitted by our members over the past year…

    Speakers

    Speaker Image for Mike Austin
    Senior Manager, Center for Plain English Accounting, Center for Plain English Accounting
    Speaker Image for Kristy Illuzzi
    Kristy Illuzzi, CPA, CGMA
    Director, A&A Learning, Forvis
  • Identification
    NAA2019
    Date
    June 9, 2020
    In July 2019, the AICPA Auditing Standards Board (ASB) issued as a final standards Statement on Auditing Standards (SAS) No. 136, Forming an Opinion and Reporting on Financial Statements Subject to ERISA (EBP SAS)…

    Speakers

    Speaker Image for Jeanne Dee
    Partner, Anders CPAs + Advisors
    Speaker Image for Michael Auerbach
    EBSA – Chief Accountant, Employee Benefits Security Administration, US Department of Labor
  • Identification
    NAA2027
    Date
    June 10, 2020
    The adoption of ASC Topic 606, Revenue Recognition from Contracts with Customers finally behind us. This session will look at what we learned in implementing the new guidance, and highlight areas of judgment, uncertainty, or diversity…

    Speaker

    Speaker Image for Scott Taub
    Managing Director, Financial Reporting Advisors LLC
  • Identification
    PST2035
    Date
    June 11, 2020
    Learn how Lean Six Sigma concepts and techniques are being applied in public accounting firms to maximize the utilization and investment in technology. Efficiency is about more than just a technology program - it's about aligning your people with processes that maximize value and minimize waste…

    Speakers

  • Identification
    PST2022
    Date
    June 10, 2020
    The current generational shift offers an enormous opportunity to improve collaboration and efficiency and “build a better mousetrap…

    Speaker

    Speaker Image for Renee Moelders
    Partner, ConvergenceCoaching®, LLC
  • Identification
    PST2015
    Date
    June 9, 2020
    Learn from leading firms on how they view innovation and operationalize it to transform traditional services…

    Speakers

    Speaker Image for Amy Vetter
    CEO, The B3 Method Institute
    Speaker Image for John Farrell
    Chief Innovation Officer, Audit, KPMG
    Speaker Image for Jonathan Kraftchick
    Partner, Cherry Bekaert
  • Identification
    PST2037
    Date
    June 11, 2020
    Do projects take forever to complete? Do projects get 90% complete while the other 10% falls to the wayside? Does the chaotic process of project management seem to repeat with little or no improvement? This session covers the Project Management Institute's best practices for successful project mana…

    Speaker

    Speaker Image for Amanda Wilkie
    Consultant, Boomer Consulting, Inc.
  • Identification
    PST2024
    Date
    June 10, 2020
    The blockchain buzz seems to have slowed in the accounting profession…

    Speaker

    Speaker Image for Amanda Wilkie
    Consultant, Boomer Consulting, Inc.
  • Identification
    PST2010
    Date
    June 9, 2020
    Don't have a dedicated marketing person? Struggling to make marketing work for your firm? Marketing and growing your business requires thoughtful activity to produce results…

    Speaker

    Speaker Image for Sarah Dobek
    President and Founder, Inovautus Consulting
  • Identification
    PST2014
    Date
    June 9, 2020
    This session will discuss various approaches to managing retirement buyouts of retiring partners and admission of new partners in CPA firm owner agreements. The discussion will include an evaluation of the AAV or unit system as an alternative to more traditional approaches…

    Speaker

    Speaker Image for Terrence Putney
    Partner, Whitman Transition Advisors
  • Identification
    NAA2015
    Date
    June 9, 2020
    This session is Part 1 of a two-part session series. These sessions, which qualify for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources and other related developments…

    Speakers

    Speaker Image for James Brackens, Jr.
    Vice President of Ethics and Practice Quality, AICPA & CIMA
  • Identification
    NAA2018
    Date
    June 9, 2020
    Don't miss this opportunity to get answers to technical issues of interest to you. Standard setters will address preparation, compilation and review services, auditing standards, ethics standards, and financial accounting standards, including private company and small business issues…

    Speakers

    Speaker Image for Bob Dohrer
    Bob Dohrer, CPA , CGMA
    Chief Auditor, AICPA
    Speaker Image for Tracy Harding
    Principal, Berry Dunn
    Speaker Image for Denny Ard
    Partner, Dixon Hughes Goodman LLP
    Speaker Image for James Brackens, Jr.
    Vice President of Ethics and Practice Quality, AICPA & CIMA
  • Identification
    NAA2029
    Date
    June 10, 2020
    This session is Part 2 of a two-part session series. These sessions, which qualify for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources and other related developments…

    Speakers

    Speaker Image for James Brackens, Jr.
    Vice President of Ethics and Practice Quality, AICPA & CIMA
  • Identification
    PFP2006
    Date
    June 8, 2020
    To Be Announced…

    Speaker

    Speaker Image for Marve Ann Alaimo
    Marve Ann Alaimo, JD, LL.M. (Estate Planning)
    Partner, Porter Wright Morris &Arthur LLP

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.