American Institute of CPAs

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Bonus Session: Student Members to Paying Members: How to Excel at Membership Conversion (ACD, MEM)

Jul 11, 2023 1:30pm ‐ Jul 11, 2023 2:30pm

Identification: INT2301

Many associations are faced with an aging membership. This coupled with a pipeline issue means it’s important to engage students as members, but that’s just the beginning. Transitioning to paying member by offering value and support is the goal. Learn how to make this goal a reality by hearing from those who have converted student members to paying members through successful student, young professional and member programs.

Speaker(s):

Jennifer Allen, Director of FICPA Scholarship Foundation, Florida Institute of CPAs
Monette Anderson, CAE, VP of Membership & Education, Washington Society of CPAs
Molly Wash, CAE, Academic & Diversity Outreach Director, Virginia Society of CPAS

Moderator(s):

Jill E. Foley, Director of Member Engagement, Massachusetts Society of CPAs

Bonus Session: Meet your Future Ready Corporate CPA: And how best to serve them!

Jul 11, 2023 2:30pm ‐ Jul 11, 2023 4:00pm

Identification: INT2302

CPAs in corporate roles are not all alike. Just as our profession engages CPA firms of different sizes in different ways and with different value propositions, do we apply the same principles to CPAs in corporate roles and their companies?

This session:

• Introduces and explores the corporate CPA member conundrum;

• Explains common CPA roles and responsibilities, industries, annual cycles, transition considerations from public practice to corporate environment, and other unique corporate CPA considerations; and

• Outlines common attributes, challenges, and opportunities for CPAs at different size companies.

• Help understand what makes corporate CPAs tick such as:

o digital transformation,

o the shift to value partnering,

o the future of talent

o reporting trends and more.

• Hear about how AICPA & CIMA created a Future of Finance Group and how you can create similar group in your state - hear lessons learned, success points and how to make sure this is an effective use of time.

Facilitator(s):

Barry Payne, Director - External Relations, Management Accounting, AICPA & CIMA

Speaker(s):

Rachael A. Crump, CPA, CGMA, Principal Accounting Officer, Insight Enterprises
Joseph L. Heidleburg, CPA, International Accounting Manager, Align Technology
Scott Spiegel, CPA, CGMA, CITP, CFO, Association of International Certified Professional Accountants

Orientation Program for New Interchange Attendees

Jul 11, 2023 4:00pm ‐ Jul 11, 2023 4:55pm

Identification: INT2303

Speaker(s):

Jessica Sacco, Senior Manager, State Society Affairs, AICPA
Crista Burson, President & CEO, Alaska Society of CPAs
Stephanie Trougakos, CAE, Chief Operations Officer, Oklahoma Society of CPAs
Cort Fisher, Director of Education, Oklahoma Society of CPAs
Mrs. Megan G. Hughes, APR, Director, Communications, ASCPA
Madison Ongstad, Learning Manager, AZ Society of CPAs

Welcome and Opening Remarks

Jul 12, 2023 8:30am ‐ Jul 12, 2023 9:00am

Speaker(s):

Crista Burson, President & CEO, Alaska Society of CPAs

General Session – Professional Issues Town Hall

Jul 12, 2023 9:00am ‐ Jul 12, 2023 10:30am

Identification: INT2304

Hear the most current information on professional issues straight from the President and CEO of the AICPA, and the AICPA’s CEO of Public Accounting. You’ll gain insight into some of the major initiatives underway and on the horizon. This town hall format makes it easy to engage with Barry and Sue as they explore issues that will affect our shared members and our organizations. Bring your questions!