Sessions Included:

Investing Beyond the Cycle: A Guide to the Markets | Preceded by the PFP Distinguished Service Award (Jun 05, 2023 09:30 AM)

Individual Tax Update (Jun 05, 2023 09:30 AM)

Unlocking the Magic: The Secret to Creating Teams that Flourish (Jun 05, 2023 09:30 AM)

Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 05, 2023 09:30 AM)

TECH Update (Jun 05, 2023 09:30 AM)

Economic & Financial Market Update (Jun 05, 2023 09:30 AM)

AICPA Update: Transforming the Global Profession (Jun 05, 2023 09:30 AM)

How to Keep Your Practice Running Smoothly (Jun 05, 2023 11:15 AM)

5 Years Before and 5 Years After Retirement (Jun 05, 2023 11:15 AM)

Social Security Compared to Annuities - Income Streams (Jun 05, 2023 11:15 AM)

The Trials and Tribulations of the Passthrough Entity Tax Regime (Jun 05, 2023 11:15 AM)

Podcasting in Tax (Jun 05, 2023 11:15 AM)

ESG and tax - a natural intersection (Jun 05, 2023 11:15 AM)

1031 exchanges (Jun 05, 2023 11:15 AM)

Accelerating Your Career When You're Already a "Rising Star" (Jun 05, 2023 11:15 AM)

Philanthropic Vehicle Roulette Wheel: DAFs, Private Foundations, Supporting Organizations (Jun 07, 2023 03:30 PM)

Valuation issues in Estate Planning (Jun 05, 2023 11:15 AM)

Accounting/SEC Update (Jun 05, 2023 11:15 AM)

Welcome to the Metaverse! (TCH, FIN) (Jun 05, 2023 11:15 AM)

Investing in Real Estate: An Overview for Asset Allocators Looking to Advise Your Clients on this Asset Class (Jun 07, 2023 02:00 PM)

Navigating Uncharted Opportunities with AI and Personal Financial Planning (Jun 05, 2023 01:30 PM)

Fan the Flames: Grow Your Practice By Understanding the Needs of the FIRE Community (Jun 05, 2023 01:30 PM)

Partner Divorce and Retirement - Breaking Up is Hard to Do (Jun 05, 2023 01:30 PM)

Coping with Pipeline Pressures (Jun 05, 2023 01:30 PM)

Grantor Trust Compliance: More Issues Than You May Think (Jun 08, 2023 01:30 PM)

Accountant Support: Steal These Automations (Jun 05, 2023 01:30 PM)

The Cyber Attack Scouting Report: Trends in Breaches and Cybersecurity (Jun 05, 2023 01:30 PM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice (Jun 05, 2023 01:30 PM)

Small Firm Succession - Are you ready for the next wave of M&A? (Jun 05, 2023 01:30 PM)

Scaling Your Firm with Video (Jun 05, 2023 03:00 PM)

Getting Compensated for Your Work as a Trusted Advisor (Jun 05, 2023 01:30 PM)

Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)

Implementing SECURE - Individuals Beneficiaries (EST, TAX) (Jun 05, 2023 01:30 PM)

Asset Allocation and Asset Location (Jun 05, 2023 03:00 PM)

Quantifying the impact of Tax Planning (Jun 06, 2023 09:30 AM)

Real-World Ransomware Incident and the Lessons Learned - Live Demo (Jun 05, 2023 03:00 PM)

Navigating Retirement: Strategies for Managing Risks and Expenses (Jun 05, 2023 03:00 PM)

Paying for Long Term Care - Using Trusts for Planning Around Shortfalls in LTC Resources (Jun 05, 2023 03:00 PM)

Taxes, Tools and Tactics: Tips for Managing Art, Jewelry and Valuable Collections (Jun 05, 2023 01:30 PM)

Partnership Tax Update (Jun 05, 2023 03:00 PM)

PIGS and PALS (Jun 05, 2023 03:00 PM)

Let's Talk about Trust (Jun 05, 2023 03:00 PM)

Secure Act - Trusts as Retirement Plan Beneficiaries (Jun 05, 2023 03:00 PM)

Asset Protection with Trusts (Jun 05, 2023 03:00 PM)

Drive Value Through Analytics to Improve Risk Posture (Jun 05, 2023 03:00 PM)

Riding the Waves of Transformation-- insights and actions from Future of Finance Project (Jun 05, 2023 03:00 PM)

Partner Agreement Horror Stories, and How to Avoid Them (Jun 07, 2023 03:30 PM)

M&A Best Practices for both the Aquirer and Acquiree (Jun 05, 2023 03:00 PM)

How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA) (Jun 05, 2023 03:00 PM)

Planning for Estates Under $10 Million (EST, TAX) (Jun 05, 2023 03:00 PM)

Take Your Office 365 ROI to the Next Level (PRAC, TCH) (Jun 05, 2023 03:00 PM)

ASB/ARSC Update (Jun 06, 2023 08:00 AM)

Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN) (Jun 06, 2023 08:00 AM)

ETFs versus Mutual Funds (Jun 06, 2023 09:30 AM)

Divorce Planning (Jun 06, 2023 01:35 PM)

Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables (Jun 06, 2023 09:30 AM)

Authentic Intelligence: The AI for Navigating the Transition to Retirement (Jun 07, 2023 02:00 PM)

A Skeptic's Guide to Life Insurance (Jun 06, 2023 09:30 AM)

Planning to Exit - Sale of the Family Business Toolkit (Jun 06, 2023 09:30 AM)

Foreign Trust Issues (Jun 06, 2023 09:30 AM)

Thinking Out Loud – Cutting Edge Ideas, Practical Applications and Issues (Jun 08, 2023 03:00 PM)

Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part I (Jun 06, 2023 09:30 AM)

You Want me to Certify What?! (Jun 06, 2023 10:35 AM)

Lease Standard (ASC 842): Lessons Learned (Jun 06, 2023 09:30 AM)

Reimagining Your Future (Jun 06, 2023 12:30 PM)

Estate Planning for the Greying Divorce (EST, TAX) (Jun 06, 2023 09:30 AM)

Planning in Advance of the 2025 Sunset of the TCJA, (TAX, EST) (Jun 06, 2023 09:30 AM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Leverage Tax Data and Technology to Deliver Business Insights and Reduce Tax Exposure (TCH, PRAC) (Jun 06, 2023 09:30 AM)

Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)

Information Ecosystems: Automate and integrate your Processes, Technology and Data like an Engineer (TCH, FIN) (Jun 06, 2023 09:30 AM)

Alternative Investments within an Evidence-Based Investing Framework (Jun 06, 2023 10:35 AM)

Recent Developments in the Wealth Management M&A landscape and What Buyers and Sellers Should be Considering (Jun 06, 2023 12:30 PM)

Ask me Anything About Social Security (Jun 08, 2023 01:30 PM)

Risk Management for Business Owners (Jun 06, 2023 10:35 AM)

SSTS revisions (Jun 06, 2023 09:30 AM)

Fiduciary Accounting Income: Who Gets the Cash? (Part 1) (Jun 06, 2023 10:35 AM)

The 3 Elements of Effective Environment Team Communication (Jun 05, 2023 11:15 AM)

Creative Ways of Using SLATs and Other Ways of Using the Exemption (Jun 06, 2023 10:35 AM)

The Secrets of Top Performing CAS Practices (CAS Benchmark Survey 2022 Results) (Jun 06, 2023 10:35 AM)

Accelerating Digital Adoption and Capabilities – the Business Case (and Business Return) (Jun 06, 2023 10:35 AM)

Ethics Update - A Peek at PEEC (Jun 06, 2023 10:35 AM)

Blockchain (Jun 06, 2023 10:35 AM)

Partnership Accounting Issues (Jun 06, 2023 12:30 PM)

Analytical Procedures during Unstable Economic Conditions (Jun 06, 2023 10:35 AM)

Five Things to STOP Doing In Your Firm (Jun 06, 2023 10:35 AM)

Helping a Client Navigate the Sale of their Business (PFP, EST) (Jun 06, 2023 10:35 AM)

Transferring the Family Vacation Home (EST, TAX) (Jun 06, 2023 10:35 AM)

Driving Firm Profitability (PRAC, CPAFMA) (Jun 06, 2023 10:35 AM)

How To Take Control of Your Mental Health (FIN, EDG) (Jun 06, 2023 10:35 AM)

AI and Investments (Jun 06, 2023 12:30 PM)

How to Create & Profitably Operate a Next Gen Practice (Jun 07, 2023 03:30 PM)

Too Few Dollars, Too Much Life (Jun 06, 2023 12:30 PM)

Cash is King! Maximizing Credits, Especially the New Energy and Environmental Credits (Jun 06, 2023 12:30 PM)

Distributable Net Income: DNI Is Slightly Less Complicated Than DNA (Part 2) (Jun 06, 2023 12:30 PM)

Taxation of Real Estate Transactions (Jun 06, 2023 12:30 PM)

Advising Clients on the Choice of Business Entity (Jun 06, 2023 12:30 PM)

How to Create Compelling Content and Become a Thought Leader (Jun 06, 2023 12:30 PM)

Intro to Data Governance and IT Risk Management (Jun 06, 2023 12:30 PM)

Profits are a Dream, but Cash is a Reality (Jun 06, 2023 12:30 PM)

Challenges Faced by Controllers in Small Businesses Panel (Jun 06, 2023 12:30 PM)

Group Audits - Consolidating your Knowledge (Jun 06, 2023 12:30 PM)

Cash - and Tax - Basis Financial Statements (Jun 06, 2023 12:30 PM)

Building Your Client Experience (Jun 06, 2023 12:30 PM)

Who Is Going To Do All This Work? (Jun 06, 2023 12:30 PM)

IRA/Retirement Account Update (EST, PFP) (Jun 06, 2023 12:30 PM)

SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (NAA, TCH) (Jun 06, 2023 12:30 PM)

Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)

Fine Wine as an Investment and Asset (Jun 06, 2023 01:35 PM)

Podcasting: An Effective Communication Tool to Gain Credibility and Clients in a Noisy World (PFP, PRA) (Jun 06, 2023 01:35 PM)

Retirement Best Ideas (Jun 06, 2023 01:35 PM)

Optimizing Risk Management Across the Business Life Cycle (Jun 06, 2023 01:35 PM)

K-2 and K-3 Update (Jun 06, 2023 01:35 PM)

Is Use of Artificial Intelligence (ChatGPT) Fit for Tax Practice? (Jun 06, 2023 01:35 PM)

Seeking and Receiving Performance Feedback (Jun 06, 2023 01:35 PM)

The Art of Collaboration (Jun 06, 2023 01:35 PM)

Maximizing the Value of Existing Life Insurance – How to Answer Client Questions (Jun 06, 2023 01:35 PM)

Goblins Lamentation List: Unscrambling "Installment Obligations" (Jun 06, 2023 01:35 PM)

Inspector Gadget (Jun 06, 2023 01:35 PM)

Agile Budgeting and Forecasting Tools and Techniques (Jun 06, 2023 01:35 PM)

Core Communication Skills (Jun 06, 2023 01:35 PM)

Fireside Chat (Jun 06, 2023 01:35 PM)

How to start a SOC practice (Jun 06, 2023 01:35 PM)

Life in a peitri dish. What's your culture? (Jun 06, 2023 01:35 PM)

Current Strategies and Future Trends for Funding a Good Retirement (Jun 05, 2023 11:15 AM)

Leading Human Organizations (Jun 06, 2023 01:35 PM)

Advanced Education Tax Planning: From 529 Plans to Student Loan Forgiveness (TAX, PFP) (Jun 05, 2023 03:00 PM)

Planning with Grantor Trusts (TAX, EST) (Jun 06, 2023 01:35 PM)

Tax Smart Charitable Giving, Especially with Retirement Assets (TAX, EST) (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

Should Advisors Embrace Direct Indexing? (Jun 07, 2023 11:00 AM)

Legacy Planning & Coaching (Jun 07, 2023 11:00 AM)

Pension/Profit Sharing Plan Ideas for Small Business (Jun 07, 2023 11:00 AM)

Utilizing Risk Management to Backstop a Financial Plan (Jun 07, 2023 11:00 AM)

Multi-Disciplinary Teaming in Tax Advisory Services (Jun 07, 2023 11:00 AM)

Where are we now with Sec. 174 R&E expenses? (Jun 08, 2023 08:00 AM)

Digital Body Language: Punctuation, Channels, and Emojis, Oh My! (Jun 06, 2023 09:30 AM)

Expanding Capacity through our Shared Humanity (Jun 07, 2023 11:00 AM)

Speed Round - SECURE in Small Bites (Jun 07, 2023 11:00 AM)

Post-mortem tax planning (Jun 07, 2023 11:00 AM)

Estate and Gift Audit/Litigation Issues (Jun 07, 2023 11:00 AM)

Charitable Giving with Noncharitable Trusts (Jun 07, 2023 11:00 AM)

Collaborate to Elevate: Boost Efficiency with Digital Collaboration Using Teams (Jun 07, 2023 11:00 AM)

Creating a Vertical Stack (Jun 07, 2023 11:00 AM)

The Global Management Accounting Principles 2.0 (Jun 07, 2023 11:00 AM)

Quality Management (Jun 07, 2023 11:00 AM)

Business Combinations – Getting the Accounting and Fair Value Measurement Right (Jun 07, 2023 11:00 AM)

Top Accounting & Auditing FAQs (Jun 07, 2023 11:00 AM)

GROW Shouldn't Be a 4-Letter Word (Jun 08, 2023 03:00 PM)

Partner Unity & Accountability (Jun 05, 2023 11:15 AM)

Building a successful CPA/Wealth Management Partnership (PFP, TAX) (Jun 07, 2023 11:00 AM)

The Bitcoin Breakdown: A Current Perspective on Digital Assets (Jun 05, 2023 01:30 PM)

Ask Me Anything about Financial Planning (Jun 08, 2023 03:00 PM)

How to Retire Overseas -- Retire In Luxury On a Pensioners Budget (Jun 06, 2023 09:30 AM)

"It's All Foreign to Me" - A General Practitioner's Guide to Foreign Tax Compliance (Jun 07, 2023 02:00 PM)

Taxation of Digital Assets: Acquiring, Owning and Disposing of Crypto Assets and NFTs (Jun 07, 2023 02:00 PM)

Succession Planning - A Young Owner's Perspective (Jun 07, 2023 02:00 PM)

Advanced Building Blocks of Estate Planning – Strategies to Mitigate, Eliminate, Postpone, or Satisfy the Estate Tax Liability (Jun 07, 2023 02:00 PM)

Allocating gains to DNI (Jun 06, 2023 09:30 AM)

The Path to CFO Panel (Jun 07, 2023 02:00 PM)

Trends and Techniques in Budgeting and Forecasting (Jun 07, 2023 02:00 PM)

How to Audit a SOC Report (Jun 07, 2023 02:00 PM)

Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part II (Jun 07, 2023 02:00 PM)

Asset Impairment and the Incorporation of Fair Value Measurements (Jun 07, 2023 02:00 PM)

Offshoring: Lessons Learned (Jun 08, 2023 11:15 AM)

Transforming the CPA Firm Business Model? Pricing Differently is an Ideal First Step (Jun 07, 2023 02:00 PM)

Bet to Live and Bet to Die (EST, PFP) (Jun 07, 2023 02:00 PM)

Income Tax Consequences of Funding Bequests (EST, TAX) (Jun 07, 2023 02:00 PM)

How to Manage Up - Protect Your Team, Advance Your Career and Make Your Life Easier (EDG, TAX) (Jun 07, 2023 02:00 PM)

Peer Review Update (NAA, PRAC) (Jun 07, 2023 02:00 PM)

Building Connections and Influencing Decision Making (Jun 07, 2023 03:30 PM)

Marketing that Works: Finding your Voice in a Loud World (Jun 07, 2023 02:00 PM)

Redefining the Optimal Retirement Income Strategy (Jun 06, 2023 12:30 PM)

The End of ESG Investing: A View from Outcomes and Evaluation (Jun 07, 2023 03:30 PM)

Business Tax Update | preceded by the Sid Kess Award for Excellence in Continuing Education (Jun 07, 2023 03:30 PM)

Choose Your Own Adventure - CPA Edition (Jun 07, 2023 03:30 PM)

Complexities of Administering Trusts from a CPAs Perspective (Jun 07, 2023 03:30 PM)

The Tax Trial of the Century - Estate of Michael J. Jackson v. Commissioner (Jun 08, 2023 03:00 PM)

Estate Planning for Real Estate (Jun 07, 2023 03:30 PM)

Generation Skipping Transfer Tax: Myths and Mysteries (Jun 05, 2023 11:15 AM)

Being the Robot Overlord: Building Bots for Efficiency and Productivity (Jun 07, 2023 03:30 PM)

Staying Current on Digital Asset Auditing, Accounting and Regulatory Developments (Jun 08, 2023 11:15 AM)

Cyber Threats - What CFOs Need to Know (Jun 07, 2023 03:30 PM)

Cash in Uncertain Times (Jun 08, 2023 11:15 AM)

Evidence and Analytical Procedures Risk (Jun 07, 2023 03:30 PM)

Accounting for Debt and Equity Financings (Including SAFEs) (Jun 07, 2023 03:30 PM)

Fireside Chat (Jun 07, 2023 03:30 PM)

Latest Fraud Trends and a Refresher on Skepticism (Jun 07, 2023 03:30 PM)

Evaluating and Right-Sizing Your Client Base (Jun 07, 2023 03:30 PM)

Sustaining Business Growth Through Turbulent Times (Jun 08, 2023 08:00 AM)

Hot Topics in S-Corps (Jun 08, 2023 08:00 AM)

State Tax Planning and Other Hot Topics (Jun 08, 2023 08:00 AM)

You are NOT an Imposter - So Why do you Feel Like One (Jun 08, 2023 08:00 AM)

Proposed/Potential Legislation and Regulation Updates (Jun 08, 2023 08:00 AM)

Becoming a Better Business Partner - What the C-Suite Wants from the CFO Panel (Jun 08, 2023 08:00 AM)

Accounting and Auditing Issues in a Turbulent Economy (Jun 08, 2023 08:00 AM)

Common PCAOB Inspection Findings (Jun 08, 2023 08:00 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

Single Audit for Commercial Entities (Jun 08, 2023 08:00 AM)

Tax Season Debrief: Back to the Future (Jun 08, 2023 08:00 AM)

Fixed Income in a Volatile Environment (Jun 08, 2023 09:30 AM)

Taming the Compliance Beast (Jun 08, 2023 09:30 AM)

Mergers and Acquisitions (Jun 08, 2023 09:30 AM)

It's All About the Basis (Part 1) (Jun 08, 2023 09:30 AM)

Everything You Need to Know About the Multistate Tax Commission (Jun 08, 2023 09:30 AM)

What is the Art of the Possible to Elevate and Accelerate your Career (Jun 08, 2023 09:30 AM)

Fending off the Forced Sale: How to Weave, Bob, Hop, Skip, and Jump When Planning for and Administering an Estate with Illiquid Assets (Jun 08, 2023 09:30 AM)

Planning with Dynasty Trusts (Jun 08, 2023 09:30 AM)

State Taxation of Trusts (Jun 08, 2023 09:30 AM)

The Role of BOTS in the Audit; RPA and Machine Learning for Financial Close - For Audit and Tax (Jun 07, 2023 02:00 PM)

The ESG Reporting Imperative (FIN, NAA) (Jun 08, 2023 09:30 AM)

Future of Finance - Blockchain and Data Analytics (Jun 08, 2023 09:30 AM)

SAS 145 Introduction (Jun 08, 2023 09:30 AM)

Stress Free Sampling Part 1 (Jun 08, 2023 09:30 AM)

CAS Firm Enablement: CAS strategies to optimize your firm’s CAS practice (Jun 08, 2023 09:30 AM)

The Auditor as Business Advisor: Rethink, Re-package & Better Price your Audit (Jun 08, 2023 09:30 AM)

Ask me anything about Medicare (PFP, TAX) (Jun 08, 2023 09:30 AM)

Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST) (Jun 08, 2023 09:30 AM)

Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC) (Jun 08, 2023 09:30 AM)

Navigating Career Advancement Choices (Jun 08, 2023 11:15 AM)

Technology and Innovation – The Fuel to Grow an Advisory Mindset within a Firm (Jun 08, 2023 11:15 AM)

Panel: Fintech Partnerships - Success Stories from CFOs (Jun 08, 2023 11:15 AM)

SAS 145 Deeper Dive (Jun 08, 2023 11:15 AM)

Accounting and Auditing Issues in Income Taxes (GAAP) (Jun 08, 2023 11:15 AM)

Digital Assets (Jun 08, 2023 11:15 AM)

ESG Services (Jun 08, 2023 11:15 AM)

New Partner Development: 10 Best Practices (Jun 08, 2023 11:15 AM)

Everything You Wanted to Know About Private Equity and it's Interest in the Accounting Profession (Jun 06, 2023 10:35 AM)

Perspective on Process (Jun 08, 2023 11:15 AM)

Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)

Investment Best Ideas Panel (Jun 08, 2023 01:30 PM)

How to Create More Time in your Day using Systems and other Tactics in your Practice (Jun 08, 2023 01:30 PM)

It's All About the Basis (Part 2) (Jun 08, 2023 01:30 PM)

The Key to Leadership Success: Self-Awareness and Emotional Intelligence (Jun 08, 2023 01:30 PM)

706, 709, 1041 your questions answered! (Jun 08, 2023 01:30 PM)

Tax Issues That Arise When a Shareholder or Partner Dies (Jun 05, 2023 01:30 PM)

FLPs and FLLCs – Soup to Nuts and the Current State (Jun 08, 2023 01:30 PM)

Stress Free Sampling Part 2 (Jun 08, 2023 01:30 PM)

Practical Tips and Effective Techniques for Identifying and Testing Relevant Information Technology General Controls (ITGCs) (Jun 08, 2023 01:30 PM)

Merger Communication Strategies to Promote Successful Business Combinations (Jun 08, 2023 01:30 PM)

Executive Compensation Planning (PFP, TAX) (Jun 08, 2023 01:30 PM)

Planning for a Surviving Spouse (TAX, EST) (Jun 08, 2023 01:30 PM)

Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)

Career and a Life: Can You Have It All? (PRAC, EDG) (Jun 08, 2023 01:30 PM)

Workforce Management Trends (PRAC, CPAFMA) (Jun 06, 2023 09:30 AM)

Soft Side of Retirement (Jun 06, 2023 10:35 AM)

ISET Panel Presentation (Jun 08, 2023 03:00 PM)

The New Corporate AMT (Jun 08, 2023 03:00 PM)

Let Go of It, Already! (Jun 08, 2023 03:00 PM)

Mentorship & Sponsorship as a Career Development Strategy (Jun 08, 2023 03:00 PM)

Estate Planning for Modern Families (Jun 07, 2023 02:00 PM)

Playbook for Combatting Inflation (Jun 08, 2023 03:00 PM)

CECL Implementation at Non-Financial Institutions (Jun 08, 2023 03:00 PM)

10 Tips for Efficient, Effective Audit Documentation (Jun 08, 2023 03:00 PM)

Employee Benefit Plan Audit Update (Jun 08, 2023 03:00 PM)

Managing Strategic Revenue Growth (Jun 07, 2023 11:00 AM)

Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)

The Evolution of the Firm Manager (PRAC, CPAFMA) (Jun 08, 2023 03:00 PM)

Technology and Firm Management Update (Jun 05, 2023 09:30 AM)

Teaching Firm Economics (Jun 05, 2023 11:15 AM)

Hiring for Job Skills vs. Traditional Roles (Jun 05, 2023 11:15 AM)

Managing Your Partners Expectations About the Hybrid Workforce (Jun 05, 2023 01:30 PM)

Why Performance Management Isn't Enough (Jun 05, 2023 01:30 PM)

Beyond the Numbers: How Outsourced CFO Services Can Help Your CPA Firm Grow (Jun 06, 2023 08:00 AM)

How to Nurture the New Generation (Jun 06, 2023 09:30 AM)

Time Power-Ups: Get the Right Things Done to Work Well and Play More! (Jun 06, 2023 10:35 AM)

Focus Power-Ups: Manage Distractions, Set Guardrails, and Be More Present (Jun 06, 2023 12:30 PM)

The Evolving CPA Firm Landscape: The Firm Manager's Impact on Growth (Jun 06, 2023 01:35 PM)

The CPA Pipeline Challenge: Implications and Proposed Solutions (Jun 07, 2023 11:00 AM)

The Importance of Relationships: How to Evangelize the Message to your Partners and Employees. (Jun 07, 2023 02:00 PM)

Burnout: How is it Impacting Your Firm and Could it Happen to You? (Jun 07, 2023 03:30 PM)

Firm Management Update (Jun 08, 2023 08:00 AM)

CPAFMA Celebrating the Firm Manager (Jun 08, 2023 09:30 AM)

Studio Exchanges < 75 employees (Jun 08, 2023 11:15 AM)

Studio Exchanges >75 employees (Jun 08, 2023 11:15 AM)

How the Firm Manager Role Transforms with Firm Growth (Jun 07, 2023 02:00 PM)

50 Ideas in 50 Minutes (Jun 08, 2023 03:00 PM)

Utilizing Business Intelligence (BI) for KPIs: A CFO's perspective (Jun 06, 2023 10:35 AM)

The Art of the Intentional No (Jun 06, 2023 08:00 AM)

Data Analytics 360: Practical Guide to Data Collection, Organization & Dashboards (PRA, TCH) (Jun 07, 2023 02:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

5 Practice Management Tips Small Firms Should Know (Jun 07, 2023 11:00 AM)

Managing the Audit of the Future Now (Jun 05, 2023 01:30 PM)

How to Deliver Proactive Business Insights with Bill Pay and Spend Management Technology  (Jun 05, 2023 03:00 PM)

DAS - Where is it Today, and What Does the Future Look Like? (Jun 06, 2023 08:00 AM)

The Economic Outlook for your Small Business Clients (Jun 06, 2023 12:30 PM)

Empowering the Data Driven Finance Leader (Jun 08, 2023 08:00 AM)

Building a Spend Management Advisory Practice: How to Price, Position and Productize Your Offering (Jun 08, 2023 09:30 AM)

Branding Your Firm for the Digital World (Jun 08, 2023 01:30 PM)

Know the Top HR Trends – Be a More Valuable Consultant (Jun 08, 2023 11:15 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Investing in Innovation, Emerging Trends in FinTech & Accounting Solutions (TCH, DCPA) (Jun 07, 2023 03:30 PM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

Elevate and Modernize Your Client Experience - presented by ShareFile (TCH) (Jun 05, 2023 07:00 AM)

How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)

Cybercrime Prevention for Tax Professionals - presented by Drake Software (PRA) (Jun 06, 2023 07:00 AM)

Taking Charge of Change: How to Drive Optimization through Compliance Within Your Organization, presented by Visual Lease (TCH) (Jun 06, 2023 03:20 PM)

Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)

Combatting Risk with Financial Process Automation - presented by Sovos Compliance (TCH) (Jun 06, 2023 03:20 PM)

Adding Value to Your Practice - presented by Zoho (PRA, TCH) (Jun 06, 2023 07:00 AM)

Bridging the Talent Gap: Workforce Planning and Strategies - presented by SAPRO (NAA) (Jun 05, 2023 04:30 PM)

Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)

CAS 2.0 - How to Scale Your Practice with SAAS - presented by Pax8 (TCH, PRA) (Jun 06, 2023 02:45 PM)

Best Practices to Accelerate Your Profitability - presented by ADP (TCH) (Jun 06, 2023 07:00 AM)

Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)

Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)

Resolving your Resourcing Challenge with a Strategic Approach - presented by Makosi (PRA) (Jun 06, 2023 07:00 AM)

Next-Level Finance with Workday Adaptive Planning - presented by Workday (TCH) (Jun 06, 2023 03:20 PM)

Intelligently Automate with Workday Financial Management - presented by Workday (FIN) (Jun 07, 2023 05:00 PM)

Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)

The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)

The Evolution of Automation: SurePrep, API's and A.I. - presented by Thomson Reuters (TCH, PRA) (Jun 05, 2023 07:00 AM)

The Talent Shortage - presented by alliantgroup (PRA, FMA) (Jun 06, 2023 07:00 AM)

Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)

ENGAGE Live Morning Studio (Jun 05, 2023 07:50 AM)

ENGAGE Live Studio - Speaker Interview with Garrett Wasny (Jun 05, 2023 01:00 PM)

ENGAGE Live Morning Studio (Jun 06, 2023 07:50 AM)

ENGAGE Live Studio - Speaker Interview with Larry Sheftel (Jun 06, 2023 11:30 AM)

ENGAGE Live Studio - Exhibit Hall Tour (Jun 06, 2023 03:30 PM)

ENGAGE Live Morning Studio - Sponsored by: Caseware (Jun 07, 2023 07:30 AM)

ENGAGE Live Studio - Q&A with Keynote Speaker Dan Harris - Sponsored by: Caseware (Jun 07, 2023 10:35 AM)

ENGAGE Live Morning Studio (Jun 08, 2023 07:30 AM)

Periodic Payments vs. Lump Sum: Tax-Efficient Strategies from Settlements - presented by MetLife (PFP, TAX) (Jun 06, 2023 02:45 PM)

Culture, Remote Staffing, Success: Is it Really Possible? - presented by alliantgroup (PRA, FMA) (Jun 07, 2023 01:15 PM)

Sessions Included:

AICPA Update: Transforming the Global Profession (Jun 05, 2023 09:30 AM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

ASB/ARSC Update (Jun 06, 2023 08:00 AM)

Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part I (Jun 06, 2023 09:30 AM)

You Want me to Certify What?! (Jun 06, 2023 10:35 AM)

Lease Standard (ASC 842): Lessons Learned (Jun 06, 2023 09:30 AM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Ethics Update - A Peek at PEEC (Jun 06, 2023 10:35 AM)

Blockchain (Jun 06, 2023 10:35 AM)

Partnership Accounting Issues (Jun 06, 2023 12:30 PM)

Analytical Procedures during Unstable Economic Conditions (Jun 06, 2023 10:35 AM)

Group Audits - Consolidating your Knowledge (Jun 06, 2023 12:30 PM)

Cash - and Tax - Basis Financial Statements (Jun 06, 2023 12:30 PM)

SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (NAA, TCH) (Jun 06, 2023 12:30 PM)

Fireside Chat (Jun 06, 2023 01:35 PM)

How to start a SOC practice (Jun 06, 2023 01:35 PM)

Life in a peitri dish. What's your culture? (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

Quality Management (Jun 07, 2023 11:00 AM)

Business Combinations – Getting the Accounting and Fair Value Measurement Right (Jun 07, 2023 11:00 AM)

Top Accounting & Auditing FAQs (Jun 07, 2023 11:00 AM)

How to Audit a SOC Report (Jun 07, 2023 02:00 PM)

Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part II (Jun 07, 2023 02:00 PM)

Asset Impairment and the Incorporation of Fair Value Measurements (Jun 07, 2023 02:00 PM)

Peer Review Update (NAA, PRAC) (Jun 07, 2023 02:00 PM)

Evidence and Analytical Procedures Risk (Jun 07, 2023 03:30 PM)

Accounting for Debt and Equity Financings (Including SAFEs) (Jun 07, 2023 03:30 PM)

Fireside Chat (Jun 07, 2023 03:30 PM)

Latest Fraud Trends and a Refresher on Skepticism (Jun 07, 2023 03:30 PM)

Accounting and Auditing Issues in a Turbulent Economy (Jun 08, 2023 08:00 AM)

Common PCAOB Inspection Findings (Jun 08, 2023 08:00 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

Single Audit for Commercial Entities (Jun 08, 2023 08:00 AM)

The ESG Reporting Imperative (FIN, NAA) (Jun 08, 2023 09:30 AM)

SAS 145 Introduction (Jun 08, 2023 09:30 AM)

Stress Free Sampling Part 1 (Jun 08, 2023 09:30 AM)

SAS 145 Deeper Dive (Jun 08, 2023 11:15 AM)

Accounting and Auditing Issues in Income Taxes (GAAP) (Jun 08, 2023 11:15 AM)

Digital Assets (Jun 08, 2023 11:15 AM)

ESG Services (Jun 08, 2023 11:15 AM)

Stress Free Sampling Part 2 (Jun 08, 2023 01:30 PM)

Practical Tips and Effective Techniques for Identifying and Testing Relevant Information Technology General Controls (ITGCs) (Jun 08, 2023 01:30 PM)

CECL Implementation at Non-Financial Institutions (Jun 08, 2023 03:00 PM)

10 Tips for Efficient, Effective Audit Documentation (Jun 08, 2023 03:00 PM)

Employee Benefit Plan Audit Update (Jun 08, 2023 03:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

Bridging the Talent Gap: Workforce Planning and Strategies - presented by SAPRO (NAA) (Jun 05, 2023 04:30 PM)

Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)

Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)

The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)

Sessions Included:

Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 05, 2023 09:30 AM)

Philanthropic Vehicle Roulette Wheel: DAFs, Private Foundations, Supporting Organizations (Jun 07, 2023 03:30 PM)

Valuation issues in Estate Planning (Jun 05, 2023 11:15 AM)

Grantor Trust Compliance: More Issues Than You May Think (Jun 08, 2023 01:30 PM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)

Implementing SECURE - Individuals Beneficiaries (EST, TAX) (Jun 05, 2023 01:30 PM)

Secure Act - Trusts as Retirement Plan Beneficiaries (Jun 05, 2023 03:00 PM)

Asset Protection with Trusts (Jun 05, 2023 03:00 PM)

Planning for Estates Under $10 Million (EST, TAX) (Jun 05, 2023 03:00 PM)

Foreign Trust Issues (Jun 06, 2023 09:30 AM)

Thinking Out Loud – Cutting Edge Ideas, Practical Applications and Issues (Jun 08, 2023 03:00 PM)

Estate Planning for the Greying Divorce (EST, TAX) (Jun 06, 2023 09:30 AM)

Planning in Advance of the 2025 Sunset of the TCJA, (TAX, EST) (Jun 06, 2023 09:30 AM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Creative Ways of Using SLATs and Other Ways of Using the Exemption (Jun 06, 2023 10:35 AM)

Helping a Client Navigate the Sale of their Business (PFP, EST) (Jun 06, 2023 10:35 AM)

Transferring the Family Vacation Home (EST, TAX) (Jun 06, 2023 10:35 AM)

IRA/Retirement Account Update (EST, PFP) (Jun 06, 2023 12:30 PM)

Maximizing the Value of Existing Life Insurance – How to Answer Client Questions (Jun 06, 2023 01:35 PM)

Goblins Lamentation List: Unscrambling "Installment Obligations" (Jun 06, 2023 01:35 PM)

Planning with Grantor Trusts (TAX, EST) (Jun 06, 2023 01:35 PM)

Tax Smart Charitable Giving, Especially with Retirement Assets (TAX, EST) (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

Speed Round - SECURE in Small Bites (Jun 07, 2023 11:00 AM)

Post-mortem tax planning (Jun 07, 2023 11:00 AM)

Estate and Gift Audit/Litigation Issues (Jun 07, 2023 11:00 AM)

Charitable Giving with Noncharitable Trusts (Jun 07, 2023 11:00 AM)

Advanced Building Blocks of Estate Planning – Strategies to Mitigate, Eliminate, Postpone, or Satisfy the Estate Tax Liability (Jun 07, 2023 02:00 PM)

Allocating gains to DNI (Jun 06, 2023 09:30 AM)

Bet to Live and Bet to Die (EST, PFP) (Jun 07, 2023 02:00 PM)

Income Tax Consequences of Funding Bequests (EST, TAX) (Jun 07, 2023 02:00 PM)

Complexities of Administering Trusts from a CPAs Perspective (Jun 07, 2023 03:30 PM)

The Tax Trial of the Century - Estate of Michael J. Jackson v. Commissioner (Jun 08, 2023 03:00 PM)

Estate Planning for Real Estate (Jun 07, 2023 03:30 PM)

Generation Skipping Transfer Tax: Myths and Mysteries (Jun 05, 2023 11:15 AM)

Proposed/Potential Legislation and Regulation Updates (Jun 08, 2023 08:00 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

Fending off the Forced Sale: How to Weave, Bob, Hop, Skip, and Jump When Planning for and Administering an Estate with Illiquid Assets (Jun 08, 2023 09:30 AM)

Planning with Dynasty Trusts (Jun 08, 2023 09:30 AM)

State Taxation of Trusts (Jun 08, 2023 09:30 AM)

Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST) (Jun 08, 2023 09:30 AM)

Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)

706, 709, 1041 your questions answered! (Jun 08, 2023 01:30 PM)

Tax Issues That Arise When a Shareholder or Partner Dies (Jun 05, 2023 01:30 PM)

FLPs and FLLCs – Soup to Nuts and the Current State (Jun 08, 2023 01:30 PM)

Planning for a Surviving Spouse (TAX, EST) (Jun 08, 2023 01:30 PM)

Estate Planning for Modern Families (Jun 07, 2023 02:00 PM)

Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

Sessions Included:

Investing Beyond the Cycle: A Guide to the Markets | Preceded by the PFP Distinguished Service Award (Jun 05, 2023 09:30 AM)

How to Keep Your Practice Running Smoothly (Jun 05, 2023 11:15 AM)

5 Years Before and 5 Years After Retirement (Jun 05, 2023 11:15 AM)

Social Security Compared to Annuities - Income Streams (Jun 05, 2023 11:15 AM)

Investing in Real Estate: An Overview for Asset Allocators Looking to Advise Your Clients on this Asset Class (Jun 07, 2023 02:00 PM)

Navigating Uncharted Opportunities with AI and Personal Financial Planning (Jun 05, 2023 01:30 PM)

Fan the Flames: Grow Your Practice By Understanding the Needs of the FIRE Community (Jun 05, 2023 01:30 PM)

Partner Divorce and Retirement - Breaking Up is Hard to Do (Jun 05, 2023 01:30 PM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)

Asset Allocation and Asset Location (Jun 05, 2023 03:00 PM)

Quantifying the impact of Tax Planning (Jun 06, 2023 09:30 AM)

Real-World Ransomware Incident and the Lessons Learned - Live Demo (Jun 05, 2023 03:00 PM)

Navigating Retirement: Strategies for Managing Risks and Expenses (Jun 05, 2023 03:00 PM)

Paying for Long Term Care - Using Trusts for Planning Around Shortfalls in LTC Resources (Jun 05, 2023 03:00 PM)

ETFs versus Mutual Funds (Jun 06, 2023 09:30 AM)

Divorce Planning (Jun 06, 2023 01:35 PM)

Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables (Jun 06, 2023 09:30 AM)

Authentic Intelligence: The AI for Navigating the Transition to Retirement (Jun 07, 2023 02:00 PM)

A Skeptic's Guide to Life Insurance (Jun 06, 2023 09:30 AM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Alternative Investments within an Evidence-Based Investing Framework (Jun 06, 2023 10:35 AM)

Recent Developments in the Wealth Management M&A landscape and What Buyers and Sellers Should be Considering (Jun 06, 2023 12:30 PM)

Ask me Anything About Social Security (Jun 08, 2023 01:30 PM)

Risk Management for Business Owners (Jun 06, 2023 10:35 AM)

Helping a Client Navigate the Sale of their Business (PFP, EST) (Jun 06, 2023 10:35 AM)

AI and Investments (Jun 06, 2023 12:30 PM)

How to Create & Profitably Operate a Next Gen Practice (Jun 07, 2023 03:30 PM)

Too Few Dollars, Too Much Life (Jun 06, 2023 12:30 PM)

IRA/Retirement Account Update (EST, PFP) (Jun 06, 2023 12:30 PM)

Fine Wine as an Investment and Asset (Jun 06, 2023 01:35 PM)

Podcasting: An Effective Communication Tool to Gain Credibility and Clients in a Noisy World (PFP, PRA) (Jun 06, 2023 01:35 PM)

Retirement Best Ideas (Jun 06, 2023 01:35 PM)

Optimizing Risk Management Across the Business Life Cycle (Jun 06, 2023 01:35 PM)

Advanced Education Tax Planning: From 529 Plans to Student Loan Forgiveness (TAX, PFP) (Jun 05, 2023 03:00 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

Should Advisors Embrace Direct Indexing? (Jun 07, 2023 11:00 AM)

Legacy Planning & Coaching (Jun 07, 2023 11:00 AM)

Pension/Profit Sharing Plan Ideas for Small Business (Jun 07, 2023 11:00 AM)

Utilizing Risk Management to Backstop a Financial Plan (Jun 07, 2023 11:00 AM)

Building a successful CPA/Wealth Management Partnership (PFP, TAX) (Jun 07, 2023 11:00 AM)

The Bitcoin Breakdown: A Current Perspective on Digital Assets (Jun 05, 2023 01:30 PM)

Ask Me Anything about Financial Planning (Jun 08, 2023 03:00 PM)

How to Retire Overseas -- Retire In Luxury On a Pensioners Budget (Jun 06, 2023 09:30 AM)

Bet to Live and Bet to Die (EST, PFP) (Jun 07, 2023 02:00 PM)

Building Connections and Influencing Decision Making (Jun 07, 2023 03:30 PM)

Marketing that Works: Finding your Voice in a Loud World (Jun 07, 2023 02:00 PM)

Redefining the Optimal Retirement Income Strategy (Jun 06, 2023 12:30 PM)

The End of ESG Investing: A View from Outcomes and Evaluation (Jun 07, 2023 03:30 PM)

Sustaining Business Growth Through Turbulent Times (Jun 08, 2023 08:00 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

Fixed Income in a Volatile Environment (Jun 08, 2023 09:30 AM)

Taming the Compliance Beast (Jun 08, 2023 09:30 AM)

Ask me anything about Medicare (PFP, TAX) (Jun 08, 2023 09:30 AM)

Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST) (Jun 08, 2023 09:30 AM)

Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)

Investment Best Ideas Panel (Jun 08, 2023 01:30 PM)

How to Create More Time in your Day using Systems and other Tactics in your Practice (Jun 08, 2023 01:30 PM)

Executive Compensation Planning (PFP, TAX) (Jun 08, 2023 01:30 PM)

Soft Side of Retirement (Jun 06, 2023 10:35 AM)

Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

Periodic Payments vs. Lump Sum: Tax-Efficient Strategies from Settlements - presented by MetLife (PFP, TAX) (Jun 06, 2023 02:45 PM)

Sessions Included:

Economic & Financial Market Update (Jun 05, 2023 09:30 AM)

Accounting/SEC Update (Jun 05, 2023 11:15 AM)

Welcome to the Metaverse! (TCH, FIN) (Jun 05, 2023 11:15 AM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

Riding the Waves of Transformation-- insights and actions from Future of Finance Project (Jun 05, 2023 03:00 PM)

Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN) (Jun 06, 2023 08:00 AM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Information Ecosystems: Automate and integrate your Processes, Technology and Data like an Engineer (TCH, FIN) (Jun 06, 2023 09:30 AM)

Accelerating Digital Adoption and Capabilities – the Business Case (and Business Return) (Jun 06, 2023 10:35 AM)

How To Take Control of Your Mental Health (FIN, EDG) (Jun 06, 2023 10:35 AM)

Profits are a Dream, but Cash is a Reality (Jun 06, 2023 12:30 PM)

Challenges Faced by Controllers in Small Businesses Panel (Jun 06, 2023 12:30 PM)

Agile Budgeting and Forecasting Tools and Techniques (Jun 06, 2023 01:35 PM)

Core Communication Skills (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

The Global Management Accounting Principles 2.0 (Jun 07, 2023 11:00 AM)

The Path to CFO Panel (Jun 07, 2023 02:00 PM)

Trends and Techniques in Budgeting and Forecasting (Jun 07, 2023 02:00 PM)

Cyber Threats - What CFOs Need to Know (Jun 07, 2023 03:30 PM)

Cash in Uncertain Times (Jun 08, 2023 11:15 AM)

Becoming a Better Business Partner - What the C-Suite Wants from the CFO Panel (Jun 08, 2023 08:00 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

The ESG Reporting Imperative (FIN, NAA) (Jun 08, 2023 09:30 AM)

Future of Finance - Blockchain and Data Analytics (Jun 08, 2023 09:30 AM)

Panel: Fintech Partnerships - Success Stories from CFOs (Jun 08, 2023 11:15 AM)

Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)

Playbook for Combatting Inflation (Jun 08, 2023 03:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)

Intelligently Automate with Workday Financial Management - presented by Workday (FIN) (Jun 07, 2023 05:00 PM)

Sessions Included:

Unlocking the Magic: The Secret to Creating Teams that Flourish (Jun 05, 2023 09:30 AM)

Accelerating Your Career When You're Already a "Rising Star" (Jun 05, 2023 11:15 AM)

Coping with Pipeline Pressures (Jun 05, 2023 01:30 PM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

Let's Talk about Trust (Jun 05, 2023 03:00 PM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)

The 3 Elements of Effective Environment Team Communication (Jun 05, 2023 11:15 AM)

How To Take Control of Your Mental Health (FIN, EDG) (Jun 06, 2023 10:35 AM)

How to Create Compelling Content and Become a Thought Leader (Jun 06, 2023 12:30 PM)

Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)

Seeking and Receiving Performance Feedback (Jun 06, 2023 01:35 PM)

The Art of Collaboration (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

Digital Body Language: Punctuation, Channels, and Emojis, Oh My! (Jun 06, 2023 09:30 AM)

Expanding Capacity through our Shared Humanity (Jun 07, 2023 11:00 AM)

Succession Planning - A Young Owner's Perspective (Jun 07, 2023 02:00 PM)

How to Manage Up - Protect Your Team, Advance Your Career and Make Your Life Easier (EDG, TAX) (Jun 07, 2023 02:00 PM)

Choose Your Own Adventure - CPA Edition (Jun 07, 2023 03:30 PM)

You are NOT an Imposter - So Why do you Feel Like One (Jun 08, 2023 08:00 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

What is the Art of the Possible to Elevate and Accelerate your Career (Jun 08, 2023 09:30 AM)

Navigating Career Advancement Choices (Jun 08, 2023 11:15 AM)

The Key to Leadership Success: Self-Awareness and Emotional Intelligence (Jun 08, 2023 01:30 PM)

Career and a Life: Can You Have It All? (PRAC, EDG) (Jun 08, 2023 01:30 PM)

Let Go of It, Already! (Jun 08, 2023 03:00 PM)

Mentorship & Sponsorship as a Career Development Strategy (Jun 08, 2023 03:00 PM)

The Art of the Intentional No (Jun 06, 2023 08:00 AM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)

The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)

Sessions Included:

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice (Jun 05, 2023 01:30 PM)

Small Firm Succession - Are you ready for the next wave of M&A? (Jun 05, 2023 01:30 PM)

Scaling Your Firm with Video (Jun 05, 2023 03:00 PM)

Getting Compensated for Your Work as a Trusted Advisor (Jun 05, 2023 01:30 PM)

Partner Agreement Horror Stories, and How to Avoid Them (Jun 07, 2023 03:30 PM)

M&A Best Practices for both the Aquirer and Acquiree (Jun 05, 2023 03:00 PM)

How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA) (Jun 05, 2023 03:00 PM)

Take Your Office 365 ROI to the Next Level (PRAC, TCH) (Jun 05, 2023 03:00 PM)

Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN) (Jun 06, 2023 08:00 AM)

Reimagining Your Future (Jun 06, 2023 12:30 PM)

Leverage Tax Data and Technology to Deliver Business Insights and Reduce Tax Exposure (TCH, PRAC) (Jun 06, 2023 09:30 AM)

Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)

Five Things to STOP Doing In Your Firm (Jun 06, 2023 10:35 AM)

Driving Firm Profitability (PRAC, CPAFMA) (Jun 06, 2023 10:35 AM)

Building Your Client Experience (Jun 06, 2023 12:30 PM)

Who Is Going To Do All This Work? (Jun 06, 2023 12:30 PM)

Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)

Podcasting: An Effective Communication Tool to Gain Credibility and Clients in a Noisy World (PFP, PRA) (Jun 06, 2023 01:35 PM)

Current Strategies and Future Trends for Funding a Good Retirement (Jun 05, 2023 11:15 AM)

Leading Human Organizations (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

GROW Shouldn't Be a 4-Letter Word (Jun 08, 2023 03:00 PM)

Partner Unity & Accountability (Jun 05, 2023 11:15 AM)

Offshoring: Lessons Learned (Jun 08, 2023 11:15 AM)

Transforming the CPA Firm Business Model? Pricing Differently is an Ideal First Step (Jun 07, 2023 02:00 PM)

Peer Review Update (NAA, PRAC) (Jun 07, 2023 02:00 PM)

Evaluating and Right-Sizing Your Client Base (Jun 07, 2023 03:30 PM)

Tax Season Debrief: Back to the Future (Jun 08, 2023 08:00 AM)

CAS Firm Enablement: CAS strategies to optimize your firm’s CAS practice (Jun 08, 2023 09:30 AM)

The Auditor as Business Advisor: Rethink, Re-package & Better Price your Audit (Jun 08, 2023 09:30 AM)

Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC) (Jun 08, 2023 09:30 AM)

New Partner Development: 10 Best Practices (Jun 08, 2023 11:15 AM)

Everything You Wanted to Know About Private Equity and it's Interest in the Accounting Profession (Jun 06, 2023 10:35 AM)

Perspective on Process (Jun 08, 2023 11:15 AM)

Merger Communication Strategies to Promote Successful Business Combinations (Jun 08, 2023 01:30 PM)

Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)

Career and a Life: Can You Have It All? (PRAC, EDG) (Jun 08, 2023 01:30 PM)

Workforce Management Trends (PRAC, CPAFMA) (Jun 06, 2023 09:30 AM)

Managing Strategic Revenue Growth (Jun 07, 2023 11:00 AM)

The Evolution of the Firm Manager (PRAC, CPAFMA) (Jun 08, 2023 03:00 PM)

Data Analytics 360: Practical Guide to Data Collection, Organization & Dashboards (PRA, TCH) (Jun 07, 2023 02:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

5 Practice Management Tips Small Firms Should Know (Jun 07, 2023 11:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)

Cybercrime Prevention for Tax Professionals - presented by Drake Software (PRA) (Jun 06, 2023 07:00 AM)

Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)

Adding Value to Your Practice - presented by Zoho (PRA, TCH) (Jun 06, 2023 07:00 AM)

Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)

CAS 2.0 - How to Scale Your Practice with SAAS - presented by Pax8 (TCH, PRA) (Jun 06, 2023 02:45 PM)

Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)

Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)

Resolving your Resourcing Challenge with a Strategic Approach - presented by Makosi (PRA) (Jun 06, 2023 07:00 AM)

Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)

The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)

The Evolution of Automation: SurePrep, API's and A.I. - presented by Thomson Reuters (TCH, PRA) (Jun 05, 2023 07:00 AM)

The Talent Shortage - presented by alliantgroup (PRA, FMA) (Jun 06, 2023 07:00 AM)

Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)

Culture, Remote Staffing, Success: Is it Really Possible? - presented by alliantgroup (PRA, FMA) (Jun 07, 2023 01:15 PM)

Sessions Included:

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA) (Jun 05, 2023 03:00 PM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)

Driving Firm Profitability (PRAC, CPAFMA) (Jun 06, 2023 10:35 AM)

Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

Workforce Management Trends (PRAC, CPAFMA) (Jun 06, 2023 09:30 AM)

The Evolution of the Firm Manager (PRAC, CPAFMA) (Jun 08, 2023 03:00 PM)

Technology and Firm Management Update (Jun 05, 2023 09:30 AM)

Teaching Firm Economics (Jun 05, 2023 11:15 AM)

Hiring for Job Skills vs. Traditional Roles (Jun 05, 2023 11:15 AM)

Managing Your Partners Expectations About the Hybrid Workforce (Jun 05, 2023 01:30 PM)

Why Performance Management Isn't Enough (Jun 05, 2023 01:30 PM)

Beyond the Numbers: How Outsourced CFO Services Can Help Your CPA Firm Grow (Jun 06, 2023 08:00 AM)

How to Nurture the New Generation (Jun 06, 2023 09:30 AM)

Time Power-Ups: Get the Right Things Done to Work Well and Play More! (Jun 06, 2023 10:35 AM)

Focus Power-Ups: Manage Distractions, Set Guardrails, and Be More Present (Jun 06, 2023 12:30 PM)

The Evolving CPA Firm Landscape: The Firm Manager's Impact on Growth (Jun 06, 2023 01:35 PM)

The CPA Pipeline Challenge: Implications and Proposed Solutions (Jun 07, 2023 11:00 AM)

The Importance of Relationships: How to Evangelize the Message to your Partners and Employees. (Jun 07, 2023 02:00 PM)

Burnout: How is it Impacting Your Firm and Could it Happen to You? (Jun 07, 2023 03:30 PM)

Firm Management Update (Jun 08, 2023 08:00 AM)

CPAFMA Celebrating the Firm Manager (Jun 08, 2023 09:30 AM)

Studio Exchanges < 75 employees (Jun 08, 2023 11:15 AM)

Studio Exchanges >75 employees (Jun 08, 2023 11:15 AM)

How the Firm Manager Role Transforms with Firm Growth (Jun 07, 2023 02:00 PM)

50 Ideas in 50 Minutes (Jun 08, 2023 03:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)

Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)

Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)

Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)

Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)

The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)

The Talent Shortage - presented by alliantgroup (PRA, FMA) (Jun 06, 2023 07:00 AM)

Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)

Culture, Remote Staffing, Success: Is it Really Possible? - presented by alliantgroup (PRA, FMA) (Jun 07, 2023 01:15 PM)

Sessions Included:

TECH Update (Jun 05, 2023 09:30 AM)

Welcome to the Metaverse! (TCH, FIN) (Jun 05, 2023 11:15 AM)

Accountant Support: Steal These Automations (Jun 05, 2023 01:30 PM)

The Cyber Attack Scouting Report: Trends in Breaches and Cybersecurity (Jun 05, 2023 01:30 PM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

Drive Value Through Analytics to Improve Risk Posture (Jun 05, 2023 03:00 PM)

Take Your Office 365 ROI to the Next Level (PRAC, TCH) (Jun 05, 2023 03:00 PM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

Leverage Tax Data and Technology to Deliver Business Insights and Reduce Tax Exposure (TCH, PRAC) (Jun 06, 2023 09:30 AM)

Information Ecosystems: Automate and integrate your Processes, Technology and Data like an Engineer (TCH, FIN) (Jun 06, 2023 09:30 AM)

The Secrets of Top Performing CAS Practices (CAS Benchmark Survey 2022 Results) (Jun 06, 2023 10:35 AM)

Intro to Data Governance and IT Risk Management (Jun 06, 2023 12:30 PM)

SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (NAA, TCH) (Jun 06, 2023 12:30 PM)

Inspector Gadget (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

Collaborate to Elevate: Boost Efficiency with Digital Collaboration Using Teams (Jun 07, 2023 11:00 AM)

Creating a Vertical Stack (Jun 07, 2023 11:00 AM)

Being the Robot Overlord: Building Bots for Efficiency and Productivity (Jun 07, 2023 03:30 PM)

Staying Current on Digital Asset Auditing, Accounting and Regulatory Developments (Jun 08, 2023 11:15 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

The Role of BOTS in the Audit; RPA and Machine Learning for Financial Close - For Audit and Tax (Jun 07, 2023 02:00 PM)

Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC) (Jun 08, 2023 09:30 AM)

Technology and Innovation – The Fuel to Grow an Advisory Mindset within a Firm (Jun 08, 2023 11:15 AM)

Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)

Utilizing Business Intelligence (BI) for KPIs: A CFO's perspective (Jun 06, 2023 10:35 AM)

Data Analytics 360: Practical Guide to Data Collection, Organization & Dashboards (PRA, TCH) (Jun 07, 2023 02:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

Managing the Audit of the Future Now (Jun 05, 2023 01:30 PM)

How to Deliver Proactive Business Insights with Bill Pay and Spend Management Technology  (Jun 05, 2023 03:00 PM)

DAS - Where is it Today, and What Does the Future Look Like? (Jun 06, 2023 08:00 AM)

The Economic Outlook for your Small Business Clients (Jun 06, 2023 12:30 PM)

Empowering the Data Driven Finance Leader (Jun 08, 2023 08:00 AM)

Building a Spend Management Advisory Practice: How to Price, Position and Productize Your Offering (Jun 08, 2023 09:30 AM)

Branding Your Firm for the Digital World (Jun 08, 2023 01:30 PM)

Know the Top HR Trends – Be a More Valuable Consultant (Jun 08, 2023 11:15 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Investing in Innovation, Emerging Trends in FinTech & Accounting Solutions (TCH, DCPA) (Jun 07, 2023 03:30 PM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

Elevate and Modernize Your Client Experience - presented by ShareFile (TCH) (Jun 05, 2023 07:00 AM)

Taking Charge of Change: How to Drive Optimization through Compliance Within Your Organization, presented by Visual Lease (TCH) (Jun 06, 2023 03:20 PM)

Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)

Combatting Risk with Financial Process Automation - presented by Sovos Compliance (TCH) (Jun 06, 2023 03:20 PM)

Adding Value to Your Practice - presented by Zoho (PRA, TCH) (Jun 06, 2023 07:00 AM)

CAS 2.0 - How to Scale Your Practice with SAAS - presented by Pax8 (TCH, PRA) (Jun 06, 2023 02:45 PM)

Best Practices to Accelerate Your Profitability - presented by ADP (TCH) (Jun 06, 2023 07:00 AM)

Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)

Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)

Next-Level Finance with Workday Adaptive Planning - presented by Workday (TCH) (Jun 06, 2023 03:20 PM)

Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)

The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)

The Evolution of Automation: SurePrep, API's and A.I. - presented by Thomson Reuters (TCH, PRA) (Jun 05, 2023 07:00 AM)

Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)

Sessions Included:

Individual Tax Update (Jun 05, 2023 09:30 AM)

The Trials and Tribulations of the Passthrough Entity Tax Regime (Jun 05, 2023 11:15 AM)

Podcasting in Tax (Jun 05, 2023 11:15 AM)

ESG and tax - a natural intersection (Jun 05, 2023 11:15 AM)

1031 exchanges (Jun 05, 2023 11:15 AM)

Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)

Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)

Implementing SECURE - Individuals Beneficiaries (EST, TAX) (Jun 05, 2023 01:30 PM)

Taxes, Tools and Tactics: Tips for Managing Art, Jewelry and Valuable Collections (Jun 05, 2023 01:30 PM)

Partnership Tax Update (Jun 05, 2023 03:00 PM)

PIGS and PALS (Jun 05, 2023 03:00 PM)

Planning for Estates Under $10 Million (EST, TAX) (Jun 05, 2023 03:00 PM)

Planning to Exit - Sale of the Family Business Toolkit (Jun 06, 2023 09:30 AM)

Estate Planning for the Greying Divorce (EST, TAX) (Jun 06, 2023 09:30 AM)

Planning in Advance of the 2025 Sunset of the TCJA, (TAX, EST) (Jun 06, 2023 09:30 AM)

Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)

SSTS revisions (Jun 06, 2023 09:30 AM)

Fiduciary Accounting Income: Who Gets the Cash? (Part 1) (Jun 06, 2023 10:35 AM)

Transferring the Family Vacation Home (EST, TAX) (Jun 06, 2023 10:35 AM)

Cash is King! Maximizing Credits, Especially the New Energy and Environmental Credits (Jun 06, 2023 12:30 PM)

Distributable Net Income: DNI Is Slightly Less Complicated Than DNA (Part 2) (Jun 06, 2023 12:30 PM)

Taxation of Real Estate Transactions (Jun 06, 2023 12:30 PM)

Advising Clients on the Choice of Business Entity (Jun 06, 2023 12:30 PM)

K-2 and K-3 Update (Jun 06, 2023 01:35 PM)

Is Use of Artificial Intelligence (ChatGPT) Fit for Tax Practice? (Jun 06, 2023 01:35 PM)

Advanced Education Tax Planning: From 529 Plans to Student Loan Forgiveness (TAX, PFP) (Jun 05, 2023 03:00 PM)

Planning with Grantor Trusts (TAX, EST) (Jun 06, 2023 01:35 PM)

Tax Smart Charitable Giving, Especially with Retirement Assets (TAX, EST) (Jun 06, 2023 01:35 PM)

AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)

Multi-Disciplinary Teaming in Tax Advisory Services (Jun 07, 2023 11:00 AM)

Where are we now with Sec. 174 R&E expenses? (Jun 08, 2023 08:00 AM)

Building a successful CPA/Wealth Management Partnership (PFP, TAX) (Jun 07, 2023 11:00 AM)

"It's All Foreign to Me" - A General Practitioner's Guide to Foreign Tax Compliance (Jun 07, 2023 02:00 PM)

Taxation of Digital Assets: Acquiring, Owning and Disposing of Crypto Assets and NFTs (Jun 07, 2023 02:00 PM)

Income Tax Consequences of Funding Bequests (EST, TAX) (Jun 07, 2023 02:00 PM)

How to Manage Up - Protect Your Team, Advance Your Career and Make Your Life Easier (EDG, TAX) (Jun 07, 2023 02:00 PM)

Business Tax Update | preceded by the Sid Kess Award for Excellence in Continuing Education (Jun 07, 2023 03:30 PM)

Hot Topics in S-Corps (Jun 08, 2023 08:00 AM)

State Tax Planning and Other Hot Topics (Jun 08, 2023 08:00 AM)

How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)

Mergers and Acquisitions (Jun 08, 2023 09:30 AM)

It's All About the Basis (Part 1) (Jun 08, 2023 09:30 AM)

Everything You Need to Know About the Multistate Tax Commission (Jun 08, 2023 09:30 AM)

Ask me anything about Medicare (PFP, TAX) (Jun 08, 2023 09:30 AM)

Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)

It's All About the Basis (Part 2) (Jun 08, 2023 01:30 PM)

Executive Compensation Planning (PFP, TAX) (Jun 08, 2023 01:30 PM)

Planning for a Surviving Spouse (TAX, EST) (Jun 08, 2023 01:30 PM)

ISET Panel Presentation (Jun 08, 2023 03:00 PM)

The New Corporate AMT (Jun 08, 2023 03:00 PM)

Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)

Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)

AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)

Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)

What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)

How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)

Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)

How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)

Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)

Periodic Payments vs. Lump Sum: Tax-Efficient Strategies from Settlements - presented by MetLife (PFP, TAX) (Jun 06, 2023 02:45 PM)