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As we enter the third quarter, the economic landscape is dominated by two surges – a fiscal surge and a vaccination surge. In combination, these surges should lead to much stronger economic growth and higher inflation. A key question for investors, however, is whether this will fuel a continued back up in long-term interest rates or a market correction in areas of the markets that look frothy. As the pandemic winds down, investors will likely once again focus on longer-term issues such as sustainable investing and the relentless growth of the Chinese economy and capital markets.
Objectives:
- Discover how global markets and economies can affect investors and the potential impacts on portfolios.
- Identify both timely and long-term trends in the markets and global economic landscape.
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The year 2020 was unlike any other - requiring each of us to quickly pivot and transform virtually all aspects of our personal and professional lives. Working from home, video meetings and the elimination of business travel became the "new normal" in just a few day's times. But these significant changes also presented tremendous opportunity for innovation and digital transformation. Join Inspector Gadget has he examines the latest technology developments and products supporting these rapid changes. Topics will include blockchain, machine learning/AI, 5G, big data, cloud, quantum computing and more! This session will also uniquely examine the impact of these technologies on A&A. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.
Objectives:
- Recall the latest technology trends and the impact these trends will have on next generation devices.
- Assess how selected technologies are revolutionizing A&A practices, and how you can leverage these technologies within your own firm
- Order technology initiatives based on greatest impact.
With more than 500 different profession-specific software products to choose from in at least 30 different categories, building your tech stack is more complicated than ever. Join a panel of tech experts and business consultants as they survey the landscape and provide guidance on your selection process and what to look for in the CPA planner’s tech future.
Objectives:
- Develop an understanding of the profession’s current tech landscape.
- Create a process for comparing your evolving tech needs with the options in the marketplace.
- Identify some newer software functionality that most advisors are not familiar with.
- Discover what industry experts see coming from technology providers in the next 24 months, including new tech being developed commercially by advisory firms.
- Develop a workable strategy for staying current with technology trends and how to leverage your evolving tech stack.
Inclusion is often described as a Human Resources initiative along with Diversity and Culture. However, it is also a strategic business imperative that can lead to firm growth, increased clients, higher team retention and innovative offerings.
Objectives:
- More about inclusion’s positive impact on team engagement, client relationships, and business partnerships
- How to re-evaluate perceptions and thoughts to more effectively lead diverse team members
- How to increase retention and remove barriers that discourage a sense of belonging
You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You've heard about 5G, WiFi6, and collaboration, but what products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working so that you can make informed decisions. Attend this session to learn how using the right hardware and software can improve your business and your everyday life.
Objectives:
- Distinguish major hardware and software trends and identify their importance as it relates to purchasing these assets.
- Assess the potential impact of implementing new generation hardware options.
"Innovate or die," you've been told, so you've burned the midnight oil coming up with some great ideas for how your organization can beat your competition to the punch. You present them to your boss, who answers with the dreaded, "No." You know your organization's future depends on its ability to do things differently, but how do you do that when leadership blocks your path? This session offers some creative ideas for getting around roadblocks and doing important work.
Objectives:
- Recognize major disruptions that are impacting the accounting and finance world.
- Formulate a game plan for pursuing innovative projects despite skepticism from managers and executives.
- Demonstrate ways to convince skeptical managers that innovative projects are worth pursuing.
- Identify a three-step plan for becoming future-ready.
The world is moving from products and services to subscriptions, favoring access and transformations over ownership and deliverables. The advantages to a subscription model are many, including: Predictable revenue; not selling services, but creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; collective knowledge of your customers, which is a competitive advantage that cannot be duplicated; the customer relationship is at the center of the firm; not pricing a product or service, but rather a series of customer transformations, peace of mind, and convenience; and you can predict demand and plan capacity more effectively.
Implementing a subscription business model for firms is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is, exactly, that customers value. Join Ron Baker, founder of VeraSage Institute, for a thought-provoking session on why and how the subscription business model will be an inevitable part of the firm of the future.
Objectives:
- Identify strategies utilized by businesses that have made the transition to a subscription-based model.
- Differentiate the nine types of subscription business models.
- Determine the psychology of selling subscriptions.
- Identify how to develop new metrics and accounting information to represent the economics of a subscription business.
- Analyze the three types of adoption approaches to creating a subscriber base.
The much-debated ruling by the US Supreme Court forcing the NCAA to alter long-standing financial policies around collegiate athletics, athletes and teams speaking out on social issues, and the Tokyo Olympics taking place amid a global pandemic has made the intersection of business and sports more apparent and newsworthy than ever.
The role of the trusted, professional financial advisor is critical from the onset of an athlete’s career requiring an understanding of financial literacy, wealth management and compliance. Given the stunningly short, average length of a player’s career, preparing for the day the buzzer sounds should start well before they sign their first professional contract.
This session features lessons learned from three groundbreaking professionals - Amobi Okugo, Jeremy Bloom and Nicole Lynn - each bringing their own unique perspectives on overcoming adversities, maximizing opportunities and navigating an often treacherous business environment on and off the field.
The COVID-19 pandemic accelerated change in the profession. This panel discussion will provide insights into the trends and issues impacting the profession and how these are creating new opportunities to thrive in the future.
Objectives:
- Describe the current economic environment and important issues impacting the accounting and finance profession.
- Recognize how accountants are leading in economic recovery efforts and hear how the Association is supporting them through advocacy, resources and learning.