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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.
Join Gerontologist, professional coach and life stage expert, Barbara Waxman, as she shares valuable insights that will turn everything you think about midlife on its head. During this interactive presentation you'll learn why this isn't your parents' midlife, why retirement as we know it is ready to be retired, and what specific tools and questions you can use to better serve your clients. Barbara will distill decades of research to help you develop insights into just how the aging of America and demographics of the 21st century have changed the way successful financial professionals think about their work.
Objectives:
- Identify why age alone is no longer the most important litmus test for planning.
- Recall the most important questions you need to be asking your clients.
- Recognize when being a ghostwriter becomes part of your job
- Explain how the changing nature of ambition has changed financial planning.
- Identify which soft skills are most useful and the hardest to cultivate.
A truth has emerged: growth begins with behavior. The idea that growth begins with behavior should be no stranger to leaders of professional service, including advisory firm owners. While a focus on behavior has always been present, today there is a major trend within wealth management to help investors focus on their behavior and to shed light on how their actions and attitudes affect their retirement and financial goals. And yet, focusing on behavior is often the last place firm owners think to look when analyzing their own revenue and profit growth. In this session, you will learn the behaviors that are holding back growth, how to look at them differently, and how to overcome them to grow exponentially.
Objectives:
- Identify the three most common problems holding back firm growth, including how to capture overlooked opportunities for growth.
- Discover the most common firm growth barriers and how to overcome them.
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.
This session will address the challenges of estate planning in 2021. Have new laws been proposed or passed? How should practitioners respond? What techniques should be recommended now? Which techniques are best to use in a low interest rate environment? Are different techniques best recommended for clients at different levels of wealth? These and related issues will be discussed.
Objectives:
- Summarize the status of laws and proposals that affect estate and trust planning in 2021.
- Recognize the best planning techniques to recommend and avoid in a challenging planning year.
- Evaluate which planning techniques remain viable in a low interest rate environment
With the advent of technology over the years, RIAs are constantly looking for an edge; a way to build a better mouse trap in an effort to help clients to more comprehensively meet their tax and financial planning objectives. In this session we will discuss the RIA of the future from both the small firm and large firm perspective. We will address the future integration of tax and financial planning, technology and the ever-changing demands of clients and increased customization of investment management. In addition, we will look at the pros and cons of various types of firm structure, delving into ways to find and retain top talent, and explore resources available to RIAs to help you focus more on working on the business. Finally, we'll discuss the evolution of fees (for investments as well as planning).
Objectives:
- Discuss future integration of accounting, financial planning, and other related items
- Recognize the technology demands of the client of tomorrow
- Review the evolution of investment management offerings
- Identify various options related to firm structure, ownership, employee development and retention
- Predict potential fee structure changes
We find ourselves in an incredibly competitive marketplace where attracting (and retaining) top talent isn't as easy as it used to be. Kelli Cruz, founder of Cruz Consulting Group, will discuss compensation philosophies and strategies for attracting top talent to your firm, and retaining the top talent you already have. The session will cover; pay philosophy, base & incentive compensation design, and other key components of a comprehensive pay program to attract and retain an engaged team.
Objectives:
- Define and develop a comprehensive pay program.
- Discover the drivers of engaged employees
Live from ENGAGE! The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long term success.
It is a high-impact news broadcast series that delivers accounting and finance professionals with the latest news, analysis and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, policy makers, and a range of experts from across the profession, government and business. Join this special edition Town Hall as AICPA leaders bring the news desk to ENGAGE.
Objectives:
- Identify Timely & Critical Information
- Extend Interpretation & Analysis
- Outline Firm and Business Strategies
- Recognize Practitioner Capabilities
The Best Ideas Panel will pull together the best thinking from the first two days of the conference and some of our highest rated speakers. We will give the attendees practical planning strategies that affect their clients that they can implement now. Topics will cover thought leadership in the income tax planning, estate planning, retirement and other areas as well as some of the general sessions. Our panel consists of individuals who are recognized experts in each area and consistently ranked as our top speakers at the conference.
Learning Objectives:
- Analyze best planning ideas from across all the sessions from the first two days of the PFP conference.
- Recognize current hot topics including tax planning, estate planning, retirement, elder planning, and other financial planning topics will be presented in a practical format.
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.