Technical

The Supreme Court decision of South Dakota vs Wayfair has changed the landscape around sales & use tax, determining that states can broadly require businesses to collect and remit sales tax even if they lack physical presence in the state…

In this digital age of emerging technology, how is a practitioner to able to stay aware, have the best tools, and not constantly change your software? In this session, you will receive tactics for building a technology suite of software to gain standardization, integration and leverage powerful eme…

Are you the type of person that needs to understand how something works tb able to envision how to use it, or you are just curious how technology works? With technology getting more intricate this getting harder to know all the innerworkings, but in this session you will get an overview of what Art…

Auditing in the future will look vastly different than it does today, yet we are already seeing technology transform procedures. From virtual auditing to access to complete data sets, the process is going through a transformation…

We know the future includes harnessing the power of data analytics, but what tools exist to help us do that? This is an area of emerging applications and use cases. Join this session to get insight on what is available and ideas on ways to leverage them throughout your practice…

Today everyone needs systems and procedures in place to maintain cybersecurity. Firms are continually enhancing these procedures within their own firm, but many of your clients are not…

Technology has been automating attest and assurance engagements over the last decade, but the procedures have stayed the same…

It seems everyone is talking about Blockchain and the possible implications, but what can we do with it really? CPA.com hosted a Blockchain Symposium, bringing 60 leaders from across the country together to discuss this question…

The sales and use tax compliance market is changing due to the decision in the South Dakota vs Wayfair Supreme Court case. States can now broadly require businesses to collect sales tax, even if a business lacks physical presence in the state…

The possibilities of artificial intelligence (AI) are exciting. In fact, we are likely interacting with AI more than we realize on a daily basis. To ensure we harness the power of this emerging technology, we need to be purposeful in our interactions so we don't create biases…

As Blockchain technology moves into the present, our speakers will present a series of case studies illustrating who this emerging technology is impacting and what you can do to be ready for it…

Individual tax engagements are expanding beyond compliance to include personal financial planning for clients. Their financial strategy is one that needs to be more than their tax strategy…

Here is a class we all could take at least once a year to stay abreast of the new attack methods and how we can protect ourselves. Join these professionals that work every day to help their clients and firm mitigate the risks…

Robotic process automation (RPA) is being explored by many technology oriented practices to further automate processes and enable teams to work more efficiently…

The accounting profession is leaned on for compliance and advisory services…

Client Accounting Advisory Services will incorporate financial dashboards as a key deliverable to their clients, but not all dashboards are equal. The sophistication of the dashboards will often rely on the technical knowledge you have and the type of tools you use…

Developing an industry niche practice with end to end solutions (Riches to Niches) Going deep into an industry vertical by offering end-to-end solutions. Not just accounting, but solving workflow and business process challenges specific to the industry vertical…

The audit world is buzzing about Blockchain, AI, and other tech that will change the profession. Auditors can control the “disruption” by understand the tech, what it does and doesn’t do, and what it really means for the audit of the future…

As the technology options expand and the services grow it can be challenging to stay abreast of the solutions available for client accounting advisory services (CAS)…

In this session, we will examine the four levels of Gartner’s financial analytics maturity model and how to grow into higher value advisory services using this framework…

Deloitte's 2020 global intelligent automation survey found 94% of global executives have started implementing robotic process automation (RPA) or will in the next 3 years. RPA can perform as a team member for rules based processes…

Cryptocurrency is hitting mainstream conversations, so it is no wonder valuations and reporting are emerging as services across the profession. Along with increased awareness and interest in cryptocurrency comes new use cases and applications…

The onboarding process can set the path for a successful relationship and reassure new clients they made the right choice in partnering with your firm…

At the 2019 AICPA and CPA.com Executive Roundtable a technology expert pointed out to the executives of 50 top cloud based accounting solutions that AI (artificial intelligence) had the maturity of an 8 year old. But he also noted the exponential rate at which it will grow and mature…