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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.
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.
Session is intended to provide education on structuring and implementing public equity portfolios, including a case study with considerations and outcomes.
Objectives:
- Describe global equity markets
- Distinguish between active vs. passive management in public equity management
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
In this session, we will talk about the necessity of upgrading leadership skills and more intentional development of future leaders to meet the demands of the Next New Normal. The new normal will be a hybrid of people working from home which will require enhanced leadership.
Objectives:
- Identify what it means to set competency expectations for leaders and why we should give leaders an opportunity to fail.
- Discover the importance of promoting people with values of our firm rather than on longevity.
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.
This is a defining moment for the Profession. CPAs have been thrust into the center of attention as they are called on to help businesses 'survive and thrive’ in these extraordinary times. We are entering uncharted territory. A new world is upon us. Those who conquer it will be those who reimagine, redefine, and reinvent not only themselves and their businesses, but what it means to live and work in a post-pandemic world. This session will explore the mindset, skillset, and toolsets needed to lead in a post-pandemic world.
Objectives:
- Review the great COVID accelerator and the major trends that have accelerated since the pandemic started.
- Recognize the world of exponential change and how to get an exponential mindset.
- Identify the critical skills needs to increase your relevance in a rapidly changing world.
2020 was a unique time to lead a practice. There were many DEI related circumstances that impacted firms where leaders were unsure how to navigate. It uncovered diversity focus areas that needed revisiting, and identified the need for difficult conversations to take place among peers. In this panel discussion, attendees will learn how to better maneuver through these different situations, understand steps that need to be taken to advance DEI in their firms, and hear tips for how to handle and manage difficult conversations. Panelists will share and discuss their experiences and the importance of being able to respond appropriately in times of crisis.
Objectives:
- Determine how to lead and move teams forward in times of uncertainty.
- Identify skills and tools that will advance DEI in your organization.
- Discover how to make the uncomfortable comfortable when leading teams.
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.