In this session, we will examine the four levels of Gartner’s financial analytics maturity model and how to grow into higher value advisory services using this framework. Learn how financial planning and analysis (FP&A) technology can help firms deliver a full range of advisory services from: analytics to financial modeling (forecasting and budgeting), to strategic business planning for scaling your practice, to deepening client relationships, and growing revenue.

Deloitte's 2020 global intelligent automation survey found 94% of global executives have started implementing robotic process automation (RPA) or will in the next 3 years. RPA can perform as a team member for rules based processes. As firms are performing back office functions for businesses, or consulting businesses on streamlining their accounting and finance functions, RPA should be part of the discussion. In this session, panelists will discuss the differences between using API and RPA to automate, as well as, how these tools get us closer to the zero day close. You will hear how RPA is becoming more accessible to firms of all sizes and not just firms with extensive technology teams.

Cryptocurrency is hitting mainstream conversations, so it is no wonder valuations and reporting are emerging as services across the profession. Along with increased awareness and interest in cryptocurrency comes new use cases and applications. In this session, we will review updates in this field over the last year and discuss what is on the horizon for uses and accounting services to support the growth. Practitioners and consultants working in this niche space will share their point of view and how the profession should prepare to meet clients' cryptocurrency needs.

The onboarding process can set the path for a successful relationship and reassure new clients they made the right choice in partnering with your firm. CAS teams are challenged with standardizing and systemizing the process to improve efficiency and profitability while simultaneously making it feel personalized to each client. In this session, we will discuss best practices in client onboarding. Providing a high quality, organized onboarding experience for clients starts the relationship on the right foot and sets your team up for success.

At the 2019 AICPA and CPA.com Executive Roundtable a technology expert pointed out to the executives of 50 top cloud based accounting solutions that AI (artificial intelligence) had the maturity of an 8 year old. But he also noted the exponential rate at which it will grow and mature. Now, nearly 2 years since that observation, the impact of AI in our daily work and personal lives is undeniable. Join this panel to hear about innovations taking place and hear them share their vision for more potential. Are you ready to capitalize on AI? Have you begun to formulate your vision? Consider the Chinese Proverb, the best time to plant a tree was 20 years ago, the second best time is today.

Data is everywhere. Firm staff and client staff are working from remote locations. Businesses have launched online models, and data shows they plan to keep running this way. Data is also showing fraud and breach incidents are increasing. In this session, we will discuss what to do post-breach, how to act fast, and notification requirements. We will also review in-firm or with 3rd party providers that can assist you and your clients in preventing breaches as we lead the way into blended work and commerce environments.

Moving from onpremise to remote auditing includes a redesign of your process and expanding your toolset. Communication between team members will have a new cadence, including how and when you collaborate with the client. Beyond digitizing all work product, what other tools should you consider? Practitioners that have been forging the path in remote audits will share what has worked, and what has made the transition a success during this session.