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IdentificationENG201.11DateJune 10, 2020As significant changes continued to have an important impact on information technologies and in global, country-specific and local data privacy laws and standards, in 2009 a American Institute of CPAs (AICPA) Privacy Task Force was formed and published its Generally Accepted Privacy Principles (GAP…Speaker
Thomas Patterson, CPA (Inactive) CISA CGEIT CRISCManaging Director, Security Assurance LLC$49Standard Price
IdentificationENG201.16DateJune 12, 2020As technology and other practice areas (such as cybersecurity, PFP, valuation, and forensic accounting) gain momentum, CPA firms should begin to consider how to build an advisory practice…Speakers
Kevin Martin, CPA.CITP, MCSE, MCP+IRetiring Founder, Martin & Associates
Consultant, Stolz and Associates
Bethany M. Hearn, CPA, ABV, CFFPrincipal, CLA$49Standard Price
IdentificationENG201.12DateJune 11, 2020Half of finance leaders surveyed for the CGMA report Re-inventing Finance for a Digital World said that the competencies of their teams must "change significantly" over the next three years as technology takes over routine tasks and as finance teams seek to drive greater value…Speaker
Director - External Relations, Management Accounting, AICPA & CIMA$49Standard Price
IdentificationENG201.07DateJune 9, 2020Join this exciting special Town Hall with AICPA Leadership to hear about the latest issues affecting the profession and how we're working to help guide the way forward…Speakers
President & CEO, CPA.com
President and CEO, Allinial Global
Lisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMA
Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
Partner, Outsourced Accounting & Advisory Services, GRF CPAs and Advisors$49Standard Price
IdentificationDCPA2206DateJune 9, 2022The risks can be severe for businesses who choose to ignore sales and use tax obligations. As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate risk they may have due to sales and use tax exposure…Speakers
Diane Yetter, CPAPresident and Founder, Sales Tax Institute & Yetter Tax
Product Marketing Manager, CPA.com
Senior Manager, Moss Adams$49Standard Price
IdentificationDCPA2201DateJune 6, 2022Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips…Speaker
Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC$49Standard Price
IdentificationENG2206DateJune 9, 2022The world is more virtual than ever and the millennial and GenZ generations want to connect and trust the experts in their life they hire. Video content is prevalent with Instagram, youtube, and tiktok being the top places these generations consume content…Speaker
Janine Rogan, CPAFounder, Wealth Building Academy Inc$49Standard Price
IdentificationDCPA2207DateJune 9, 2022Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS)…Speakers
Becky Munson CPA, CITP, CPAPartner, EisnerAmper
Partner/Director of Business Accounting Services, Creative Planning Business Services
Adam Hale, CPAPartner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
Robin Thieme, CPA, CITP, CGMAFounder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
VP Sales and Marketing, Jirav$49Standard Price
IdentificationDCPA2203DateJune 9, 2022This session focuses on how firms can explore ways to innovate their approach to client collaboration and interaction throughout the audit process…Speakers
Executive Vice President, Growth & Professional Services, CPA.com
Senior Director - Product Management - Dynamic Audit Solution, AICPA & CIMA
Head of Ecosystem, CaseWare International$49Standard Price
IdentificationENGK2202DateJune 8, 2022The pace of change continues to quicken, as demonstrated most acutely over the last few months. Accounting and finance professionals are once again leading in uncertainty, committing to growth while assuring trust, integrity and recovery…Speakers
Barry C. Melancon, CPA, CGMAPresident and CEO, AICPA & CIMA
Chief Executive Officer - Public Accounting, AICPA & CIMAPresident & CEO, CPA.com
Anoop N. Mehta, CPA, CGMAChief Strategist, Analytical Mechanics Associates$49Standard Price
