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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. 

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05:00pm - 06:15pm EDT - July 28, 2021

Wednesday
05:00pm - 06:15pm EDT - July 28, 2021 | Room: Pinyon 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

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
06:30pm - 07:45pm EDT - July 28, 2021

Wednesday
06:30pm - 07:45pm EDT - July 28, 2021 | Room: Pinyon 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

In today's rapidly evolving business landscape, maintaining the status quo is substantially falling behind. Leading firms realize this and have deployed innovation and change strategies that meet the future needs of clients. Learn key steps and strategies top-performing firms are using to identify, implement, and influence positive and profitable change within their organizations.



Objectives:
  • Identify key steps and strategies you can use to influence positive change.
  • Discover what top performing firms are doing around change management strategies.
11:00am - 12:15pm EDT - July 29, 2021

Thursday

No one wants to hear that she isn't doing a good job. Thus no one wants to tell her. Telling your boss you're frustrated or aren't hitting your targets is even more difficult, and thus many of us don't. Worse, is that most feedback, positive or negative, is useless because it's vague. Get a simple formula to make even the most difficult conversation easier. Conversations will be short, specific and on point. They won't be personal. They will be actionable. You'll be able to say what you want to say, when you want to say it, in a way that the other person can hear you and take action.



Objectives:
  • Recognize how to give clear and specific feedback that employees can act upon immediately.
  • Review how to provide feedback to peers, direct supervisors, and others at a higher level in a way that does not elicit defensive responses.
12:30pm - 01:45pm EDT - July 29, 2021

Thursday
12:30pm - 01:45pm EDT - July 29, 2021 | Room: Pinyon 4
Track: ENGAGE Main Conference
Total Minutes: 75

What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the practical and mobile technologies supporting and empowering remote employees to work smarter.



Objectives:
  • Determine practical technology you can deploy today.
  • Identify technologies coming soon that may impact your technology strategy.
02:15pm - 03:30pm EDT - July 29, 2021

Thursday
02:15pm - 03:30pm EDT - July 29, 2021 | Room: Pinyon 3
Track: ENGAGE Main Conference
Total Minutes: 75

Firm Managers play a critical role in the success of any professional services firm. This session will focus on a current state discussion of the accounting profession, and an evaluation of what activities successful Firm Managers employ to add measurable value to their respective growing CPA firms. We will hear from several successful Firm Managers that will highlight their respective successes (and failures) as they engage with fellow firm leaders and future leaders to grow their respective firms.



Objectives:
  • Recognize the current state of the accounting profession from a Managing an Accounting Practice perspective, and what it takes to grow in this current economic environment
  • Identify specific strategies to add greater value as a Firm Manager
04:30pm - 05:45pm EDT - July 29, 2021

Thursday
04:30pm - 05:45pm EDT - July 29, 2021 | Room: Pinyon 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

It's impossible to overstate the importance of linking a firm's strategy to the "Big Four" issues of owner compensation, succession planning, profitability and buy-outs.  While the fundamental concepts of these issues are common, there is a uniqueness to how you address them based on your firm's overall core values.  These core values create your unique performance-based culture which, in turn, informs how you lead in these important areas.  This session will provide you with tools and strategies to both understand the connectivity of these issues while empowering you with the information to lead.



Objectives:
  • Assess how core values and a performance-based culture drive solutions to the most common issues faced by CPA firms.
  • Interpret the connectivity among the "Big Four" issues most commonly faced by CPA firm and empower you to lead in these areas.
06:00pm - 06:50pm EDT - July 29, 2021

Thursday

Do you ever feel stuck? As if you can't break through to the next level? Chances are you are holding yourself back. Don't let fear and doubt take control. Once you learn how to expand your comfort zone, you will be able to achieve your maximum potential. 



Objectives:
  • Explore the tips and strategies to break out of your comfort zone
  • Identify pitfalls to avoid returning to your comfort zone
  • Create a personal plan to hold yourself accountable.