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  • Thumbnail for AICPA & CIMA ENGAGE 2023
    Identification
    ENG23
    The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Asso…
  • Thumbnail for The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice
    Identification
    PRA2305
    Date
    June 5, 2023
    CPA.com has helped hundreds of firms develop and expand their Client Advisory Services (CAS) practices, and has identified key elements that practices need to address on the CAS journey…

    Speakers

    Speaker Image for Amy Bridges
    Senior Manager, Professional Services, CPA.com
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for Small Firm Succession - Are you ready for the next wave of M&A?
    Identification
    PRA2306
    Date
    June 5, 2023
    We're in the midst of a leadership change in small firms, with many owners expected to retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus…

    Speakers

    Speaker Image for Amber Goering
    CEO, Goering and Granatino
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Scaling Your Firm with Video
    Identification
    PRA2308
    Date
    June 5, 2023
    Have you noticed? Everyone is busy. What used to be a sit-down coffee is now a flurry of emails. Instead of driving strategy we're combatting the latest TikTok trend. Its all become very... impersonal…

    Speakers

    Speaker Image for Nicole Davis
    Founder and Chief Hello Officer, Butler-Davis
    Speaker Image for Jason Staats
    Firm Runner and Content Creator, Realize
    Speaker Image for Lorilyn Wilson
    CPA, Lake Oswego Tax
    $49
    Standard Price
  • Thumbnail for Getting Compensated for Your Work as a Trusted Advisor
    Identification
    PRA2307
    Date
    June 5, 2023
    Accountants played a critical role in helping businesses survive the Pandemic and secure a variety of aid packages, all while working long hours during a series of never ending tax seasons…

    Moderator

    Speaker Image for Mike Triantos
    VP Sales and Marketing, Jirav

    Speakers

    Speaker Image for Adam Hale
    Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
    Speaker Image for Mark Leister
    Vice President, Operations, Compass EAST
    $49
    Standard Price
  • Thumbnail for Partner Agreement Horror Stories, and How to Avoid Them
    Identification
    PRA2321
    Date
    June 7, 2023
    Have you heard the tale of the founder who wouldn't retire? Or the one about two partners who provided very different levels of value to the firm, but retired with the same buyout? The lateral-hire partner who spent little time working and a lot of time gambling with the firm's money? The firm dead…

    Speaker

    Speaker Image for Kristen Rampe
    Managing Partner, Rosenberg Associates
    $49
    Standard Price
  • Thumbnail for M&A Best Practices for both the Aquirer and Acquiree
    Identification
    PRA2309
    Date
    June 5, 2023
    This presentation will explore why there is an M&A frenzy taking place in the profession. Specifically, it will look at how to analyze the cultural, strategic, and economic fit for both the buyer and seller…

    Speaker

    Speaker Image for Allan Koltin
    CEO, Koltin Consulting Group
    $49
    Standard Price
  • Thumbnail for How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA)
    Identification
    ENG2310
    Date
    June 5, 2023
    Firm administrators and young partners alike often feel powerless when persuading other firm leaders. They are frustrated because their leaders won’t accept their perspective or appreciate their point of view. They don’t seem to listen…

    Speaker

    Speaker Image for Guy Gage
    President, PartnersCoach, Inc
    $49
    Standard Price
  • Thumbnail for Take Your Office 365 ROI to the Next Level (PRAC, TCH)
    Identification
    ENG2309
    Date
    June 5, 2023
    Microsoft Office 365 is one of the most underutilized technology investments in CPA firms and business organizations in general…

    Speaker

    Speaker Image for John Higgins
    Strategic Technology Advisor, Higgins Advisory, LLC
    $49
    Standard Price
  • Thumbnail for Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN)
    Identification
    ENG2313
    Date
    June 6, 2023
    Finding and retaining talent is one of, if not the, most common challenge facing firms today…

    Speakers

    Speaker Image for Susan Coffey
    Chief Executive Officer - Public Accounting, AICPA & CIMA
    Speaker Image for Okorie Ramsey
    Okorie L. Ramsey, CPA, CGMA, PMP, NACD.DC
    110th Chairman of the AICPA & CIMA, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Reimagining Your Future
    Identification
    PRA2315
    Date
    June 6, 2023
    Thinking about your firm's future can be overwhelming. There's so much to consider--where do you even begin? What if you could crowdsource strategy? What if you could harness the collective wisdom of your peers? This hands-on, working session does just that…

    Speaker

    Speaker Image for Kassi Rushing
    CEO & Owner, Kassi Rushing Consulting
    $49
    Standard Price
  • Thumbnail for Leverage Tax Data and Technology to Deliver Business Insights and Reduce Tax Exposure (TCH, PRAC)
    Identification
    ENG2317
    Date
    June 6, 2023
    There are numerous ways to leverage tax data. Innovative tax practices are aware of current trends in the tax landscape and combined with data, process, and tax technology, they can drive business insights that improve client decision making and reduce tax risk and exposure…

    Speakers

    Speaker Image for Mo Huda
    Senior Manager, Moss Adams
    Speaker Image for Jeremiah LaRue
    Product Marketing Manager, CPA.com
    Speaker Image for Lee Irwin
    Solutions Engineer, Vertex, Inc.
    $49
    Standard Price
  • Thumbnail for Succession Planning (PRAC, EDG, CPAFMA)
    Identification
    ENG2336
    Date
    June 7, 2023
    This session focuses on the key areas you need to address to build a robust succession plan for your firm. This includes best practices that firms need to implement to not only prepare them for a seamless succession experience, but to improve profitability, viability, and long-term sustainability…

    Speakers

    Speaker Image for Tommye Barie
    Partner, Succession Institute, LLC
    Speaker Image for William Reeb
    CEO, Succession Institute, LLC
    $49
    Standard Price
  • Thumbnail for Five Things to STOP Doing In Your Firm
    Identification
    PRA2312
    Date
    June 6, 2023
    It’s common to focus on “what else” firms should do to maintain their relevancy and thrive as the profession rapidly evolves. But sometimes moving forward isn’t about what we add, but what we subtract…

    Speakers

    Speaker Image for Carrie Steffen
    President/Co-founder, The Whetstone Group
    Speaker Image for Keila Hill-Trawick
    Founder & CEO, Little Fish Accounting
    $49
    Standard Price
  • Thumbnail for Driving Firm Profitability (PRAC, CPAFMA)
    Identification
    ENG2325
    Date
    June 6, 2023
    Join Bill Pirolli, CPA, CFF, PFS, CGMA as he takes a "spin" around the Profit Wheel and discusses the 7 key drivers of Firm profitability. Learn some of the best practices in client selection and termination, avoiding scope creep, billing and collections, the power of leverage and much more…

    Speaker

    Speaker Image for William Pirolli
    Executive Vice President of Firm Services, Succession Institute, LLC
    $49
    Standard Price
  • Thumbnail for Building Your Client Experience
    Identification
    PRA2313
    Date
    June 6, 2023
    Your firm’s brand is more than a pretty logo and mission statement. Living your brand requires an understanding of who you are, where you came from, where you’re going, how you want to get there, and what you want people to feel when they cross paths with your firm and its people…

    Speaker

    Speaker Image for Sarah Dobek
    President and Founder, Inovautus Consulting
    $49
    Standard Price
  • Thumbnail for Who Is Going To Do All This Work?
    Identification
    PRA2314
    Date
    June 6, 2023
    There is lots of work and less people -- how is it all going to get done? Employers (hopefully) understand that six key motivators impact employee recruitment and retention. This presentation will highlight why top talent stays at an organization…

    Speakers

    Speaker Image for Jacquelyn Tracy
    Jacquelyn H. Tracy, CPA, CGMA, MST
    Partner, Mandel & Tracy, LLC
    Speaker Image for Byron Bailey
    Byron S. Bailey, CPA, CGMA, CITP, CISA, CFE
    Partner, Captive & Alternative Risk Insurance Sub-Line Leader, Carr, Riggs & Ingram CPAs and Advisors
    $49
    Standard Price
  • Thumbnail for Leading with Significance (PRAC, EDG, CPAFMA)
    Identification
    ENG2330
    Date
    June 6, 2023
    Today, we must embrace the ugly reality that what we call “Good Culture” may not be enough to keep us relevant in the future…

    Speaker

    Speaker Image for Joe Havens
    Joe Havens, CPA, CGMA
    Managing Partner Strategic Growth, HORNE LLP
    $49
    Standard Price
  • Thumbnail for Podcasting: An Effective Communication Tool to Gain Credibility and Clients in a Noisy World (PFP, PRA)
    Identification
    ENG2331
    Date
    June 6, 2023
    Overcome your fears of public speaking and continue to attract right-fit clients for your practice. The presenter is an accomplished and successful podcaster…

    Speaker

    Speaker Image for Jimmy Williams
    CEO and Senior Wealth Advisor, Compass Capital Management, LLC
    $49
    Standard Price
  • Thumbnail for Current Strategies and Future Trends for Funding a Good Retirement
    Identification
    PRA2302
    Date
    June 5, 2023
    Around the world, individuals are being asked to take on greater responsibility for their own retirement…

    Speaker

    Speaker Image for Robert Merton
    Nobel Laurate and Professor, MIT Sloane School of Management
    $49
    Standard Price
  • Thumbnail for Leading Human Organizations
    Identification
    PRA2317
    Date
    June 6, 2023
    Leading a firm involves the difficulty of leading humans through the complexities of growth. If you want to scale and grow a firm, you have to understand humans…

    Speaker

    Speaker Image for Jason Blumer
    CEO, Blumer CPAs
    $49
    Standard Price
  • Thumbnail for AICPA & CIMA Professional Issues Update
    Identification
    ENG23K04
    Date
    June 7, 2023
    The accounting profession continues to navigate the changing and challenging business environment. We’ve been resilient by seizing opportunities, while also seeking ways to continue to evolve client services and business practices. In this panel discussion, moderated by Barry Melancon, Susan S…

    Moderator

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA

    Panelists

    Speaker Image for Susan Coffey
    Chief Executive Officer - Public Accounting, AICPA & CIMA
    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Okorie Ramsey
    Okorie L. Ramsey, CPA, CGMA, PMP, NACD.DC
    110th Chairman of the AICPA & CIMA, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for GROW Shouldn't Be a 4-Letter Word
    Identification
    PRA2331
    Date
    June 8, 2023
    We are living in unique times and dealing with challenges that many in the profession today have never encountered…

    Speaker

    Speaker Image for Scott Moore
    Owner & Chief Operating Officer, The Rainmaker Companies, LLC
    $49
    Standard Price
  • Thumbnail for Partner Unity & Accountability
    Identification
    PRA2303
    Date
    June 5, 2023
    Driving partner unity is an essential element of successful leadership. The cascading effect of unity is a optimism and clarity about the future of your firm. Additionally, unity is best supported by peer accountability…

    Speaker

    Speaker Image for Gary Thomson
    Managing Partner, Thomson Consulting, LLC
    $49
    Standard Price

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