Your Generation NeXt clients are here. Who are they? While Millennials are coming up fast, the reigns are being handed to Generation X. What do we know about this middle child generation? A lot! And to stay relevant to those decision makers it's important to understand how they are different from previous generations of leaders and how to align your client service practices to deliver what they need. We'll explore what Generation NeXt leaders want from their CPA (not just in terms of services, but what kind of relationship) and talk about steps you can take to retain your current clients and attract new clients too.

With emerging technologies entering the assurance space, auditors have new opportunities to leverage AI, automation, and data analytics. The American Institute of CPAs and CPA.com are partnering in a profession-wide effort to ensure firms of all sizes have a defined path to the future. It starts by embracing technological disruptions and responding to the changing environment through the development of a comprehensive Dynamic Audit Solution (DAS) - a transformational audit methodology and integrated audit software that modernizes and enhances the quality, efficiency, and value of audits.

What is Innovation in a CPA Firm? Is it the next big thing or can it be more realistic and manageable? We think the answer is Yes! This session will explore innovation and how it can be implemented in CPA firms. Drawing on the latest research we offer a practical framework of ‘everyday innovation', ‘differentiating innovation', and ‘transformational innovation'. You will learn how to think about innovation as a portfolio of opportunities and techniques to identify the most lucrative ideas based on hard trends where you know the future is going. Participants will leave with an action plan to take back!

This session will be a discussion about the common pitfalls CPA firms experience when building or integrating a CAS Practice into their firm. We will introduce you to an assessment available to help firms identify what those hurdles will likely be as well as common solutions to address them. The most important success ingredient in change management is to understand how current practices either align or conflict with adding non-traditional services so that those hurdles can be addressed upfront and seamlessly before they become points of contention.

In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team.

The future of work, finance, and accounting are changing. And the decade ahead will bring even more changes. This presentation will include a discussion of topics that are driving the headlines as well as the longer term trends in FinTech, finance, and business. The importance and use of technology, data, and automation will increase in the decade ahead as digital transformation reshapes the future of work and the future of finance. But some of the most important future disruptive technological, innovation, and financial market changes have already started, which is why this presentation will also dive into major shifts in monetary policy, fiscal policy, and financial market. This session will include an assessment and discussion of some of the biggest disruptive risks, challenges, and opportunities that CFOs, CPAs, and other financial and accounting professionals need to prepare for in the decade ahead.

Has the Pandemic made you re-think your firm business model and started you wondering how you might become more flexible? This session will walk through the why, what, and how of incorporating gig workers into your firm business model. Primarily, we will discuss how to define what process opportunities exist in the normal course of delivering engagements to your clients, but will also touch upon how you might think of gig workers as a niche market that your firm might serve. As a point of clarification, this is not intended as a how-to for those individuals who are interested in becoming gig workers.

Cybersecurity threats continue to evolve which forces organizations to dynamically consider timely risk mitigation strategies. The tone at the top can make all the difference on an organizations success. This session will discuss continued and emerging governance expectations from leadership and the techniques used to focus effective risk management strategies. Topics will include InfoSec governance, current cyber security threats/risks/mitigation, cloud/vendor risk management, incident response and cyber liability insurance. The session will also include strategies for applying Trust Service Principles and Criteria and other regulatory requirements into the security governance and risk management process.

With the recent launch of the .cpa top-level domain, firms are now offered a new advantage by being able to connect to clients with increased trust, security, and verification. Join our panel of industry leaders to better understand how you are better able to differentiate and brand yourself in the marketplace with a verified domain and how to incorporate this into the overall strategy of your firm. Learn how the .cpa domain will transform the accounting profession and why it is important to start initiating a change today.

The Novel Coronavirus has dramatically changed the landscape of business travel. More and more employees are working from home, often in states that differ from the location of their old office. This program will discuss the unintended state tax obligations created by traveling and telecommuting employees.