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The CPA profession has played a critical role in helping small businesses achieve forgivable loans through the Paycheck Protection Program by leveraging new tools and capabilities. In this session, leaders from CPA.com and fintech company Biz2Credit will share how thousands of firms expanded their advisory services via the CPA Business Funding Portal to provide business relief for clients during economic recovery efforts. You'll hear from these experts exactly what steps firms have taken to make fintech a central part of their services for clients through PPP and loan forgiveness. They'll also share best practices and insights on how your firm can expand into business financing advisory services to deliver greater value to clients beyond PPP.
Objectives:
- Identify how firms leveraged the CPA Business Funding Portal to help clients receive PPP loans
- Recognize how your firm can address specific needs clients may have when it comes to business financing and working capital
- Discover best practices and insights on how your firm can expand into business financing advisory services long-term
As the structure and composition of the modern family has evolved, estate planning advisors must be prepared for sensitivity in client engagement, how to interpret existing trusts, and appropriate drafting of new instruments. This presentation will discuss a potpourri of important planning considerations with a focus on addressing LGBTQ needs.
Objectives:
- Terminology to use with LGBTQ+ individuals and families
- Considerations when counseling LGBTQ+ persons and families
- Issues that arise for non-traditional families and resolutions
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.
The answer lies in embracing the right technology and focusing our workflow on the right thing like accountants did before technology turned our industry upside down. Join us to learn about the history of our broken workflow and what can finally be done to fix it.
Clients expect you to deliver your services in a way that is convenient, collaborative, and safe during these challenging times. Explore how automation is transforming the tax engagement, with a focus on digital, fillable client organizers, to support remote client relationships, enable collaboration, and reduce firm frustration. From the engagement letter and client organizers to collecting e-signatures and invoicing, client touchpoints include manual, labor-intensive tasks that are frustrating and far too time consuming. Meet the SafeSend Suite and see how it helps automate your tax process.
Firms are embracing formal initiatives and confirming the substantial benefits that offer to help enhance their firm's ability to attract, retain and advance women. But there is still progress to be made. What should women examine when entering a partnership? Is there unconscious bias in partnership offers? And if so, how do we combat this with your firm's diversity and inclusion efforts?
Objectives:
- Evaluate partnership offerings to determine how gender bias may show up
- Formulate a plan to expand your firm’s diversity and inclusion efforts to include women leaders
Curious about why the AICPA Leadership Academy is described as "life-altering" and "game-changing"? Join a few academy graduates for a panel discussion designed to answer all your questions about how to apply, the application-vetting process, what to expect during the annual event and more. We will discuss topics ranging from how to apply, to the application-vetting process, to what to expect during the annual event and more.
Objectives:
- Identify skills and requirements necessary to apply for the program.
- Recall how lives and careers have been impacted by attending the Leadership Academy.
- Give attendees an inside look at the AICPA's Leadership Academy though a panel of program graduates.
Emerging technologies are creating new opportunities for auditors to reimagine how they perform the audit - what they look at, when they look at it and how they look at it - to drive audit quality and inform greater insights and value to clients. How can firms successfully advance from where they are today to a truly transformative approach to the audit?
Join this session for an overview of the path to audit transformation, as we discuss key dimensions for firms proactively seeking to drive these important changes.
Objectives:
- Understand the core framework for progressing through an audit transformation
- Identify key indicators in the auditing landscape that create a need for audit transformation