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12:30pm - 01:45pm EDT - June 6, 2022

Monday

Understand the current state of and outlook for growth, employment, profits, inflation and interest rates, as well as what it means for the capital markets.



Objectives:
  • Recall what is happening in the global economy
  • Recognize what the macroeconomic backdrop means for capital markets
02:15pm - 03:05pm EDT - June 6, 2022

Monday

This session will cover the practice and business management strategies and tactics that top advisory practices around the world are focused on for the remainder of 2022 and beyond. Goldman Sachs' Business Strategy team is a global consulting business that works with top retail wealth management firms around the "business of running the business." This session will focus on the often over-looked and under-values tactics that actually move the needle. Areas to be discussed will include: Growth Work (team and leadership) Digital Strategy Advice and Service Delivery



Objectives:
  • Analyze and be able to articulate the forward-looking trends in our industry
  • Identify immediately implementable steps to build initial momentum
04:30pm - 05:45pm EDT - June 6, 2022

Monday

Have you ever dreamed of creating a self-managing practice? If leading an efficient and effective team of professionals that allow you the opportunity to focus on value-creation for your clients is your ultimate goal, you must create systems to help you achieve exponential growth. This session will provide participants the opportunity to learn and implement practical systems that will allow greater control of your time to focus on those areas that drive the greatest value in the marketplace. You will gain ideas, strategies and tactics from this session that will immediately aid you in taking control of your practice and designing a future that provides greater freedom to live life by your design. The speaker will share systems that have created a highly profitable and efficient business that allows him to achieve outstanding growth while continuing to enjoy significant time traveling and spending time with family.



Objectives:
  • Formulate perspective on establishing systems in your practice that will elevate your value to the marketplace while enjoying outstanding growth in your business.
  • Recognize why it is critical for you to systematize your business so that you can focus on value creation for your clients.
  • Identify how to determine which systems are critical to the overall operations of your practice and why you must implement them to succeed.
06:00pm - 07:15pm EDT - June 6, 2022

Monday
06:00pm - 07:15pm EDT - June 6, 2022 | Room: Mariposa 6
Track: ENGAGE Main Conference
Total Minutes: 75

In recent years, US stocks have far outperformed international stocks and growth stocks have far outperformed value stocks. That has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. This session covers how practitioners should respond when a strategy performs poorly.



Objectives:
  • Recall the dangers of "resulting", or judging a strategy's quality by the outcome without considering what alternative universes might have shown up.
  • Recognize the importance of avoiding the mistakes of recency bias and relativism.
  • Identify what is required for a prudent investment strategy based on evidence, not opinions.
11:00am - 12:15pm EDT - June 7, 2022

Tuesday

Hear an analysis of how the US economy and financial markets are faring in the midst of historic geopolitical events and domestic political challenges. In addition to military conflict in Europe and destabilization of other global regions, learn how domestic legislative and regulatory activity have influenced the federal deficit, debt and inflation, and how these factors are collectively impacting the markets. With a pivotal general election coming in November that may impact control of congress, hear an evaluation of potential scenarios and what investors can expect from Washington for the remainder of 2022 and beyond.



Objectives:
  • Identify how global events and the domestic political environment are impacting the US economy and financial markets.
  • Analyze the impact of increased federal deficits, debt and inflation on financial markets and how future legislation may influence investment strategies.
12:30pm - 01:45pm EDT - June 7, 2022

Tuesday
12:30pm - 01:45pm EDT - June 7, 2022 | Room: Mariposa 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

This session will draw from recent CFA Institute research on the future of skills and learning in investment management. It will examine how roles are changing and how teams should adapt to leverage technology. In addition, it will include new insights from our series on investor trust regarding ways to strengthen relationships with clients.



Objectives:
  • Identify important investment industry skills for the future and how teams should adapt
  • Distinguish between industry roles based on their likelihood of being disrupted given future trends
  • Recognize the changing expectations of clients, especially in relation to technology, and implications for wealth management professionals
02:15pm - 03:30pm EDT - June 7, 2022

Tuesday

Maximizing returns over inflation, while keeping risk at bay, is difficult at any time. Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.



Objectives:
  • Recognize how alternatives to traditional stocks and bonds are being utilized for better diversification and outcomes
  • Recall how ESG (Environmental, Social, and Governance) metrics can be employed to identify material risks and growth opportunities
  • Identify best practices around strategically increasing international exposure with measured risk
Tuesday

Live from ENGAGE! The AICPA Town Hall Series is a high-impact news broadcast that delivers accounting and finance professionals with the latest analysis, insights and practical guidance to help them understand and respond to the most pressing issues facing the profession. The Town Hall Series is recognized by tens of thousands of practitioners as the profession’s go-to resource for timely and critical information, real-time interpretation and analysis, and a broader discussion on the strategies and capabilities that drive long term success. Town Hall panelists include practitioners, thought leaders, policy makers and a range of experts from across the profession, government and business. Join this special edition Town Hall as AICPA leaders bring the news desk to ENGAGE.



Objectives:
  • Identify Timely & Critical Information
  • Formulate Interpretation & Analysis
  • Recall Firm and Business Strategies
  • Recognize Practitioner Capabilities
05:30pm - 06:45pm EDT - June 7, 2022

Tuesday

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.



Objectives:
  • Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
  • Evaluate variables to incorporate and update when providing financial and tax guidance.
  • Assess and predict future income and ways to manage future tax brackets.
  • Formulate in basis planning for the surviving spouse.
07:15pm - 08:30pm EDT - June 7, 2022

Tuesday

This will include security, applications, equipment, challenges with contract employees vs. full time team members, etc. The focused will be on the challenges in this space felt by all sized firms from sole practitioners to large regional firms. Attendees will walk away with not only the perfect technology stack for dealing with a remote workforce, but also the "must have" security practices to have in place.



Objectives:
  • Recognize the must have technologies for a remote workforce
  • Determine the security best practices for this space
  • Indicate best practices for dealing with contract employees