The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Filter by Tag Key:
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.
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
This session will cover the adaptation of change and establishing a new normal.
We will learn how to maintain relationships, teamwork and networking in a new virtual workspace. Learn how to implement virtualization of staff management, client management, and selling. Also, learn to tailor hiring criteria and offering dynamic incentives to retain staff and appeal to incoming talent in today's competitive market. Learn how to take responsibility as a leader to create a people-first culture with emphasis on diversity and inclusion.
Objectives:
- Review the adaptation of change.
- Identify how to establish a new normal.
Data analytics can support your organization’s top initiatives and provide relevant insights into risks, profitability, and other critical issues. Unfortunately, many organizations lack a clear strategy for how to incorporate it effectively. New technology and modern techniques can significantly reduce the time required to complete tasks, enabling your personnel to focus their efforts on the projects that enhance client value. During this panel discussion, our experts will help firms make sense of when and where to use different types of data analytics tools in the audit. You’ll gain insight on how combining the right technology and approach can:
- Reduce redundancy or inefficiencies to enable focus on more value-added tasks
- Increase consistency through repeatable activities streamlined for process optimization
- Allow management to make more intelligent decisions faster based on accurate data
- Deliver measurable value to your organization’s bottom line
Objectives:
- Recognize the benefits of using data analytics in an audit.
- Identify different data tools available to auditors.
- Select the appropriate phases in the engagement to use each data analytical techniques.
This session will allow the participants to understand the role of IT in performing audits and how to properly use the IT to make the audit more efficient. Common problems encountered in Peer Review will be discussed and how to avoid these as you increase the use of IT. Enhancing Audit Quality (EAQ) initiative will be covered. The links to EAQ and Peer Review will be illustrated.
Objectives:
- Discover the role of IT in the current audit environment.
- Identify ways to enable firms to use IT to be more efficient and effective in their audits.
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.
As a profession, we have been digitizing for years; the events of 2020 revealed where we had a need, and an opportunity, to create the next digital client experience. We will continue to evolve the “next normal” in client interaction and service delivery, as the way we work shifts and becomes more decentralized.
In this session, hear from innovative practitioners about the strategies that are establishing the next level of a digital experience for their firms. We will explore what you can do to foster opportunities given the shift in mindset for both staff and clients, while innovating new services that exceed client expectations.
Objectives:
- Discover the new characteristics of advising in a remote environment
- Recognize what the “next normal” looks like, and how we continue to shape it
- Identify new training requirements for clients and teams to support the transition
- Design strategies to maintain connectedness and have boundaries with clients in a flex environment