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.
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.
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
Many financial planning practitioners handle investment strategy for clients as well, but do not use private alternative investments as part of their investment strategy. In this session, we will explore options (some old, some new) available to financial planners in the alternative investment space. We will plan to dig into some common misconceptions about the often misunderstood private alternatives asset class, and help attendees better understand the risk, and pros/cons of various options available to them to incorporate use of alternative investments into their practices.
In this session, we'll show you powerful tools to automate tedious back-office tasks and free up your time. No technical expertise needed! We'll help you: reimagine and optimize how your practice operates, automate client tracking and insights so you can deliver an exceptional client experience at scale, and free up your time to focus on building meaningful relationships with your clients. We will incorporate a live demonstration of our automations to show you how easy it is to start building!
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.
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.
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.
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.
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.
A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.