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Technical

  • Thumbnail for Wake of the Wayfair Decision: Time to Build a Sales and Use Tax Practice
    Identification
    DCA18201
    Date
    December 3, 2018
    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…

    Speakers

    Speaker Image for Chris Gallo
    Partner/Director of Business Accounting Services, Creative Planning Business Services
    Speaker Image for Eileen Sherr
    Director - Tax Policy and Advocacy, AICPA & CIMA
    Speaker Image for Kendall  Smith
    Senior Global Client Leader - Income Tax, Vertex
    Speaker Image for Matthew West
    Director of FAAST Sales, BerganKDV
    $79
    Standard Price
  • Thumbnail for Building Your Tech Stack When New is Constantly Emerging
    Identification
    DCA1806
    Date
    December 4, 2018
    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…

    Speaker

    Speaker Image for Aaron Berson
    Managing Director of VRTL, Gettry Marcus CPA P.C.
    $49
    Standard Price
  • Thumbnail for Getting Under the Hood of AI
    Identification
    DCA1811
    Date
    December 4, 2018
    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…

    Speakers

    Speaker Image for Christopher Cromer
    Director of Operations, CPA.com
    Speaker Image for Matt Donaldson
    Head of Accounting and CPA Partnerships, Expensify
    Speaker Image for Vinay Pai
    CTO, Bill.com
    $49
    Standard Price
  • Thumbnail for Auditing in the Future: Virtual, Dynamic, Transforming
    Identification
    DCA1812
    Date
    December 4, 2018
    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…

    Speakers

    Speaker Image for Brian Fox
    President & Founder, Confirmation.com
    Speaker Image for Alan Anderson
    Owner, Account-ability Plus
    Speaker Image for Steven Ursillo
    Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity, Cherry Bekaert
    $49
    Standard Price
  • Thumbnail for Hot Apps for Data Analytics
    Identification
    DCA1815
    Date
    December 4, 2018
    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…

    Speaker

    Speaker Image for Daniel Cohen-Dumani
    Partner, Withum
    $49
    Standard Price
  • Thumbnail for Cybersecurity: Prevention or Service?
    Identification
    DCA1819
    Date
    December 4, 2018
    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…

    Speaker

    Speaker Image for Steven Ursillo
    Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity, Cherry Bekaert
    $49
    Standard Price
  • Thumbnail for Transforming, Not Digitizing Preps, Comps & Reviews
    Identification
    DCA1820
    Date
    December 4, 2018
    Technology has been automating attest and assurance engagements over the last decade, but the procedures have stayed the same…

    Speaker

    Speaker Image for Alan Anderson
    Owner, Account-ability Plus
    $49
    Standard Price
  • Thumbnail for Blockchain: What Can We Do With It?
    Identification
    DCA1822
    Date
    December 4, 2018
    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…

    Speaker

    Speaker Image for James Carpp
    James Carpp, CISA, CRISC, CIRM, CISM
    CIO, Rehmann
    $49
    Standard Price
  • Thumbnail for Market Demand Created by the Wayfair Decision
    Identification
    DCA1832
    Date
    December 5, 2018
    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…

    Speakers

    Speaker Image for Craig Cookle
    Partner, Wipfli, LLC
    Speaker Image for Marianne Fisher
    Product Marketing Manager - SUT, CPA.com
    $49
    Standard Price
  • Thumbnail for Avoiding an AI Bias
    Identification
    DCA1906
    Date
    December 10, 2019
    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…

    Speakers

    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Carlos Alvarez
    Director of Engineering , Expensify
    Speaker Image for Eitan Anzenberg
    Director of Data Science, Bill.com
    Speaker Image for Greg Fritsky
    National Director, Robotics, AI and Data Analytics, EisnerAmper LLP
    $49
    Standard Price
  • Thumbnail for Maturity of Blockchain
    Identification
    DCA1909
    Date
    December 10, 2019
    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…

    Speakers

    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Ron Quaranta
    Founder and Chairman, Wall Street Blockchain Alliance
    Speaker Image for Jeremy Drane
    Chief Commercial Officer, Lukka
    Speaker Image for Jennifer Jones
    Chief Accounting Officer, Coinbase
    $49
    Standard Price
  • Thumbnail for Tax Tools & Knowledge Bases
    Identification
    DCA1912
    Date
    December 10, 2019
    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…

    Speakers

    Speaker Image for Cari Weston
    Cari Weston, CPA, CGMA
    Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
    Speaker Image for Gail Perry
    Editor in Chief, CPA Practice Advisor
    $49
    Standard Price
  • Thumbnail for Effective Cybersecurity for Risk Management
    Identification
    DCA1914
    Date
    December 10, 2019
    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…

    Speakers

    Speaker Image for Mac Lillard
    Mac Lillard, CFE, CPA, CISA, CITP, PCIP
    Supervisor, GFR CPAs & Advisors
    Speaker Image for Ricardo Trujillo
    Ricardo Trujillo, CPA, CITP, CISA
    Partner, GRF CPAs and Advisors
    $49
    Standard Price
  • Thumbnail for Elevate Business Processes with RPA
    Identification
    DCA1920
    Date
    December 10, 2019
    Robotic process automation (RPA) is being explored by many technology oriented practices to further automate processes and enable teams to work more efficiently…

    Speakers

    Speaker Image for Steven Palomino
    Steven J. Palomino, CPA, CGMA, CITP, CIA
    Senior Manager, Process, Risk and Technology Solutions, EisnerAmper LLP
    Speaker Image for Greg Fritsky
    National Director, Robotics, AI and Data Analytics, EisnerAmper LLP
    $49
    Standard Price
  • Thumbnail for Improving Guidance on Prep, Comp and Review Engagements
    Identification
    DCA1921
    Date
    December 10, 2019
    The accounting profession is leaned on for compliance and advisory services…

    Speakers

    Speaker Image for Steve Menges
    RIVIO Clearinghouse Product Manager, CPA.com
    Speaker Image for Matt Towers
    Product Lead, Assurance, CPA.com
    $49
    Standard Price
  • Thumbnail for Tutorial: Building Dashboards (CAS)
    Identification
    DCA1922
    Date
    December 10, 2019
    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…

    Speakers

    Speaker Image for Brittany Malidore
    Managed Accounting Services Practice Lead & Sr. Manager Operations, Peterson Sullivan LLP
    Speaker Image for Dixie McCurley
    Partner, Finance & Accounting Outsourcing - Growth, Cherry Bekaert Advisory LLC
    $49
    Standard Price
  • Thumbnail for CAS as a Platform
    Identification
    DCA1927
    Date
    December 11, 2019
    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…

    Speaker

    Speaker Image for Kane Polakoff
    Principal, Client Advisory Services Practice Leader, CohnReznick
    $49
    Standard Price
  • Thumbnail for Audit Tech Stack
    Identification
    DCA1929
    Date
    December 11, 2019
    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…

    Speakers

    Speaker Image for Kristi Gainey
    Senior Manager, Service Delivery, CPA.com
    Speaker Image for Brian Fox
    President & Founder, Confirmation.com
    Speaker Image for Alan Anderson
    Owner, Account-ability Plus
    $49
    Standard Price
  • Thumbnail for CAS Tools
    Identification
    DCA1934
    Date
    December 11, 2019
    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)…

    Speakers

    Speaker Image for Robin Thieme
    Robin Thieme, CPA, CITP, CGMA
    Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
    Speaker Image for Christine Triantos
    Principal, Business Services & Outsourcing, BDO
    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Kevin Cumley
    Senior Director, Accountants Program, Sage
    $49
    Standard Price
  • Thumbnail for How to Grow Your CAS Practice with FP&A Services
    Identification
    DCPA2110
    Date
    December 7, 2021
    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…

    Speaker

    Speaker Image for David Miller
    Partner, Armanino LLP
    $49
    Standard Price
  • Thumbnail for Value Creation thru RPA
    Identification
    DCPA2113
    Date
    December 7, 2021
    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…

    Speakers

    Speaker Image for Lesley Mast
    Firm Project Manager, Rea & Associates, Inc
    Speaker Image for Jotham Ty
    Founder and CEO, Gappify
    Speaker Image for Jim Bourke
    Managing Director Advisory Services, WithumSmith+Brown
    $49
    Standard Price
  • Thumbnail for Cryptocurrency - Valuation and Reporting
    Identification
    DCPA2114
    Date
    December 7, 2021
    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…

    Speakers

    Speaker Image for Ron Quaranta
    Founder and Chairman, Wall Street Blockchain Alliance
    Speaker Image for Jagruti Solanki
    Jagruti R. Solanki, CPA, CGMA, MBA
    CFO, Bitpay
    Speaker Image for Robert Graham
    Partner, Friedman, LLP
    $49
    Standard Price
  • Thumbnail for Client Onboarding: Standardizing and Customizing
    Identification
    DCPA2118
    Date
    December 7, 2021
    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…

    Speakers

    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for Elinor Litwack
    Partner, Outsourced Accounting & Advisory Services, GRF CPAs and Advisors
    $49
    Standard Price
  • Thumbnail for AI Platforms are Growing Up
    Identification
    DCPA2125
    Date
    December 7, 2021
    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…

    Speakers

    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Todd Robinson
    Head of Strategic Accounts, Vic.ai
    Speaker Image for Tricia Katebini
    Tricia Katebini, CPA, MBA
    Partner, GRF CPAs & Advisors
    Speaker Image for Ricardo Trujillo
    Ricardo Trujillo, CPA, CITP, CISA
    Partner, GRF CPAs and Advisors
    $49
    Standard Price

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