ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero

Jul 26, 2021 3:30pm ‐ Jul 26, 2021 4:20pm

Identification: ENG21SS02

Looking to clearly define your CAS business model, but aren’t sure where to start? Join Joshua Lance, CPA, as he shares how key performance indicators can help you make better decisions about your service lines, and bring more value to your clients. We’ll discuss KPI tools and resources, and touch on some KPIs that can be used across various industries.

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker

Jul 26, 2021 3:30pm ‐ Jul 26, 2021 4:20pm

Identification: ENG21SS03

46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients affiliated with cryptocurrency. We will also cover current developments surrounding this topic, such as the inclusion of the virtual currency question on the front of Form 1040, how to successfully navigate through tax notices (CP2000, Letter 6173, Letter 6174 & Letter 6174-A), and tax planning opportunities. 

Learning Objectives:
  • Understand the tax implications of investing in cryptocurrency, running a mining
  • Learn about challenges in dealing with cryptocurrency related clients
  • Apply tax planning opportunities

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge

Jul 26, 2021 3:50pm ‐ Jul 26, 2021 4:15pm

Identification: ENG21LL01

As a profession, CPAs are at the tipping point of fully harnessing artificial intelligence, RPA, and analytics with ease. The market has accepted that these technologies will impact every function a CPA is already performing - audits, reviews, transaction services, risk advisory, fraud, and controls management. Firms and enterprises alike are investing in technology and skill development, while preparing for massive transformation. In addition, CPAs, with their technical mindset, commitment to continuous professional development, and close affinity to critical business data, are well positioned to deliver value using these technologies.

But technologies like AI, RPA, or analytics in-and-of-itself have a hard time standing on their own - in fact, 70% of transformation projects fail. BCG partner Sylvain Duranton says the real formula for success is: Algorithms (10%) + Technology (20%) + People & Process (70%). Is this the magic needed to create the AI-powered human, where judgement is greatly enhanced by technology?

Join to learn from our insights over the past 5 years, and how to get your team ready for the shift to becoming a technology-powered firm.

Learning Objectives:
  • Fundamentals of AI, RPA and analytics
  • Criteria for successful change management

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE)

Jul 26, 2021 3:50pm ‐ Jul 26, 2021 4:15pm

Identification: ENG21LL24

CPACharge was specifically designed to give CPAs and accounting professionals a simple and secure way to accept client payments online. Plus, there are no long-term contracts, setup fees, or cancellation fees. Watch our quick demo and see why over 150,000 professionals trust us to help them get paid faster and more reliably.

Learning Objectives:
  • Discover ways you can optimize your processes to get paid quicker and easier.
  • Explore the best practices for accepting payments in your firm.

ENG21LL03. Tech Demo - The Future of Accounting Practice Management, presented by Canopy Tax (non-CPE)

Jul 26, 2021 4:25pm ‐ Jul 26, 2021 4:50pm

Identification: ENG21LL03

Streamline your firm by keeping your team organized, increasing your ROI, and creating a connected client experience. The future of accounting software starts with a secure cloud-based platform that offers client management, document management, workflow, time and billing solutions, and mobile apps all in one platform.

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify?

Jul 26, 2021 4:25pm ‐ Jul 26, 2021 4:50pm

Identification: ENG21LL04

The Personal Financial Specialist credential is the only CPA-exclusive financial planning credential that builds on your CPA foundation.  As a CPA working with individuals and families, its only natural that topics like tax, estate, retirement, investment, and risk management planning (and much more) are a part of your client relationships.  They trust your objectivity, integrity, and professional competence as you seek out answers and recommendations for them.  Learn how this valuable experience working with clients can streamline the process to obtain the CPA/PFS credential. 

Join Dave Stolz, CPA/PFS & chair of the PFS Credential Committee, and Dan Snyder, CPA/PFS & director of AICPA's PFP Division as they explain the program and answer your questions.

Learning Objectives:
  • Learn why CPAs are so well positioned to provide integrated financial planning for their clients.
  • Understand the requirements of the new PFS experienced CPA pathway.
  • Discover how the PFS program, coupled with the PFP Section, can benefit your firm.

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage

Jul 27, 2021 6:25am ‐ Jul 27, 2021 6:50am

Identification: ENG21LL05

During this demo, you will learn about the advanced accounting features and cloud capabilities within Sage Business Cloud Accounting, so you can deliver the best accounting and advisory services possible to your clients. These features include unlimited users with different levels of access, automated bank feeds with bank rules, dimensional accounting capabilities, customizable reporting and so much more!
Category: Education Lab Onsite and Online

ENG21LL06. Gaining Strategic Insights from Company Spend Data, presented by SAP Concur

Jul 27, 2021 6:25am ‐ Jul 27, 2021 6:50am

Identification: ENG21LL06

Join a live webinar with experts from SAP Concur to share insights on how some companies are using best-in-class data processes to drive productivity and even profitability in the current economy.

Learning Objective:
  • How Digital spend management can help companies like yours

DEI2102. Watch Women Lead

Jul 27, 2021 7:00am ‐ Jul 27, 2021 8:15am

Identification: DEI2102

Join us to hear the lessons learned and career strategies of amazing leaders who just happen to be female. Learn from their stories of perseverance, success and also challenges to enhance your own career. 

Learning Objectives:
  • Identify action steps towards career success
  • Recall experiences shared from accomplished women to help you on your professional journey
  • Recognize the importance of sponsorship and allyship in career progression

EDG2101. ROE (Return on Energy): Your Secret Ingredient for Greater ROI, preceded by the announcement of the AICPA Outstanding Young CPA Award winners

Jul 27, 2021 7:00am ‐ Jul 27, 2021 8:15am

Identification: EDG2101

Knowing what we excel at and what we are weaker in is not failure - that kind of honesty can be the make-or-break information that we use to find our best work as leaders. As CPAs, we know the return of a tangible investment. Intangible investments - emotional, leadership, energy investment - are just as valuable to success and profitability. How can we know if the return on our energy (ROE, for short) is directly impacting our return on investment? ROE (Return on Energy) is the secret ingredient in accomplishing your most important work. Reaching your professional goals while managing your personal life is a juggling act, balancing the pull of work, family and self. This workshop will address the juggling act by managing your energy to attain more career impact and life fulfillment. 

Learning Objectives:
  • Understand the value of energizers in making your highest contribution to your business.
  • Identify strategies to move from drains to energizers for increased profitability, career impact, and life fulfillment.