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04:30pm - 05:45pm EDT - June 6, 2022

Monday
04:30pm - 05:45pm EDT - June 6, 2022 | Room: Orovada 1/2
Track: ENGAGE Main Conference
Tags: PST FIN ENG
Total Minutes: 75

Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips. With automation and new timing techniques of CAS, there's an opportunity to move into a continuous close cycle, not just end of month or end of year.



Objectives:
  • Identify the steps of workflow automation from the inbox to the dashboard.
  • Formulate daily, weekly, and monthly workflows to support a continuous close cycle.
Monday

Join us to hear insights from diverse (in background and role) leaders from within the accounting profession who will explain how to make investments in a diverse talent, as well as in creating an inclusive workforce to increase your pipeline and retention rates to expand leadership representation.



Objectives:
  • Recognize tactics on how to improve current recruiting practices to build a more diverse pipeline.
  • Identify strategies for creating an equitable and inclusive workforce.
  • Formulate ideas for how to increase workforce retention.
06:00pm - 07:15pm EDT - June 6, 2022

Monday

Join us to hear the Co-chairs of the AICPA LGBTQ+ Initiatives committee give an overview of the strategic initiatives, as well as the mission and vision of the committee. During this session you will also hear about a new resource that Dr. Jones assisted the committee in creating, which will aid your understanding of the importance of being an advocate to your LGBTQ+ workforce and community, and provide actions to leverage on your inclusiveness journey.



Objectives:
  • Interpret the difference between being idle, being an ally, and an active advocate for the LGBTQ+ community.
  • Recognize new behaviors to be more inclusive of the LGBTQ+ community.
  • Identify what AICPA is doing in the LGBTQ+ space to support individual and organizational efforts.
11:00am - 12:15pm EDT - June 7, 2022

Tuesday

In 2021, AICPA & CIMA formed a Future of Finance Group. They were charged with how to transform the profession in its broadest context and re-imagine the finance function of the future. In this candid panel discussion with members of our Future of Finance Leadership Advisory Group we will discuss the key findings from our recent Future of Finance Summits and what the panel are doing to take advantage of these issues and opportunities. Also, in conjunction with Wharton Business Consulting we have been investigating whether the pandemic has changed the skills, capabilities and mindsets the successful finance leaders need. With 80% of businesses and firms facing a leadership talent shortage, building an internal pipeline of leaders has never been more critical. Working closely with finance leaders we identified four key traits. Which set of underpinning skills and mindsets do finance leaders need to play a key role in influencing the future of their organizations?



Objectives:
  • Identify the top priorities of the Future of Finance group as we look towards our emergence from the global pandemic.
  • Recognize what this means to the ever changing role and mandate of finance & accounting.
  • Determine how we continue to re-invent the role of the CFO and develop the key skills and mindsets of the future.
12:30pm - 01:45pm EDT - June 7, 2022

Tuesday

What’s inclusion got to do with it? At Plink leadership, we believe leaders build their competence by demonstrating the traits of inclusive leaders. Most leaders don’t intend to exclude others. Yet, leaders can fail to get the best out of their teams due to personal bias and the inability to adapt and listen deeper. In this session, you will gain insight into what it means to be an inclusive leader, including taking on the difference as your own and being courageous in conversation and your actions.



Objectives:
  • Recognize the traits of an inclusive leader.
  • Determine how character strengths can unlock bias in the workplace.
  • Assess and increase your level of consciousness, courage and adaptability required to be an inclusive leader.
  • Formulate a personal commitment to include to avoid unintentionally excluding.
Tuesday
12:30pm - 01:45pm EDT - June 7, 2022 | Room: Joshua 3/4
Track: ENGAGE Main Conference
Total Minutes: 75

Learn how to diagnose the cross-functional dilemma, developing a working partnership and creating institutional long-term success.



Objectives:
  • Recall the Cross-Functional Dilemma
  • Formulate a Working Partnership
  • Indicate Institutional Long Term-Success
Tuesday
12:30pm - 01:45pm EDT - June 7, 2022 | Room: Joshua 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

Two Corporate Controllers will share their experiences in applying Lean principles to apply to your company’s month-end cycle.



Objectives:
  • Compare forms of waste (over-analysis, unnecessary wait times, etc.) that can over-burden month-end cycle with inefficiencies.
  • Analyze actual practical examples two Corporate Controllers applied to this departments and the step-function changes they made.
02:15pm - 03:30pm EDT - June 7, 2022

Tuesday
02:15pm - 03:30pm EDT - June 7, 2022 | Room: Joshua 3/4
Track: ENGAGE Main Conference
Total Minutes: 75

Looking at real life application of AI, ML in Finance and industries. How AI is leverage? Why its important to understand? What's in it for you learning how to leverage AI & ML?



Objectives:
  • Evaluate in depth use cases around AI and ML application
  • Assess AI and ML tactical and strategic roadmap
  • Predict why, how and when AI and ML can be leveraged in your organization
Tuesday
02:15pm - 03:30pm EDT - June 7, 2022 | Room: Joshua 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

Critical thinking is a top 10 skill that is essential for the future according to World Economic Forum. Executives agree - Success requires one to become a critical thinker in this world of technology that is drowning in data. The ability to think critically is an important part of any job role, especially in Finance — it drives diagnostics and effective problem solving. Join two seasoned practitioners, Kristine Lemanski and Ash Noah who will share through practical examples how to learn, enhance and apply critical thinking skills at work and beyond.



Objectives:
  • Identify techniques of how to think critically
  • Analyze the process to apply for critical thinking
  • Recognize how to leverage data and statistics
05:30pm - 06:45pm EDT - June 7, 2022

Tuesday
05:30pm - 06:45pm EDT - June 7, 2022 | Room: Ironwood 4
Track: ENGAGE Main Conference
Total Minutes: 75

The accountants view of Graphic Packaging's ESG Story. The role of accounting, risk, and audit in ESG



Objectives:
  • Analyze ESG
  • Identify how accounting, risk, and audit can add value through ESG
Tuesday
05:30pm - 06:45pm EDT - June 7, 2022 | Room: Joshua 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

The pace of tax legislative change has not slowed and companies, once again, face another year of significant developments that have a wide ranging impact. An update will be provided on recently enacted tax legislation and the status of current legislative proposals as well as key tax developments at the federal, state, and international level over the past year. Key considerations from a tax accounting perspective will be covered in terms of the impact of tax legislative developments and recent FASB guidance.



Objectives:
  • Apply awareness of key elements of potential tax legislation recently enacted or currently in progress.
  • Formulate an understanding of recent federal, state, and international legislative trends.
  • Recall insights into potential tax accounting considerations for 2022 interim or year-end financial reporting.
07:15pm - 08:30pm EDT - June 7, 2022

Tuesday

46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency. This session walks you through tax implications of common cryptocurrency-related transactions and how to successfully service clients affiliated with cryptocurrency. We will also cover current developments surrounding this topic, such as the inclusion of the virtual currency question on the front of Form 1040 and tax planning opportunities.



Objectives:
  • Recognize the latest in blockchain technology and how it is impacting our world
  • Identify how to interact with cryptocurrency
  • Assess the tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method
  • Apply tax planning opportunities
Tuesday
07:15pm - 08:30pm EDT - June 7, 2022 | Room: Ironwood 1/2/3
Track: ENGAGE Main Conference
Total Minutes: 75

Business intelligence provides the ability to make better informed and intelligent decisions within CPA firms and client environments. While many accounting software services have built in visuals and graphics, users often want and need more than most services and packages provide. This session illustrates how Power BI can bridge the gap between commonly used accounting software and key decision maker needs within firms and client organizations.



Objectives:
  • Identify, describe, and illustrate business intelligence and its benefits for the accounting profession.
  • Recognize how Power BI can supplement accounting software packages (like Quickbooks Online) to provide more meaning to data for better informed decision making.
Tuesday
07:15pm - 08:30pm EDT - June 7, 2022 | Room: Joshua 5/6
Track: ENGAGE Main Conference
Total Minutes: 75

Two Corporate Controllers review a COSO based internal control framework, including both preventative and detective controls



Objectives:
  • Analyze a COSO based review of components of an ethics based, anti-fraud internal controls framework.
  • Compare examples reviewed including applications to both larger scale public, multi-national companies as well as smaller scale, local privately-held businesses.
Wednesday

Join Tom and his Executive Panel of Business Leaders to review the findings of a special AICPA Future of Finance Research and Execution centered NeXT practices, new competencies, pathways, critical issues, and priorities focused around finance transformation and value creation. You will learn and discuss how to mature in areas such as data analysis, automation, ESG and more. This interactive session will include roundtable discussions to create actional insights for your organization.



Objectives:
  • Analyze the macro trends as it relates to the finance organization in business & industry and then apply learnings and action steps for your individual organization.
  • Identify, discuss and distill key insights from peers and profession leaders and evaluate your organization’s maturity on key competencies.
05:00pm - 06:15pm EDT - June 8, 2022

Wednesday

Listen to women in the profession talk about how they were able to overcome barriers and achieve their accomplishments while not falling prey to the “superwoman” mentality.



Objectives:
  • Recognize the importance and being true to your values and not compromising what's important.
  • Identify tips to help turn failures into lessons.
  • Select tools for combatting imposter syndrome.
  • Recall how to set boundaries and excel.
Wednesday
05:00pm - 06:15pm EDT - June 8, 2022 | Room: Juniper 1
Track: ENGAGE Main Conference
Total Minutes: 75

A revolution in BI tools has unlocked a new way to work: Fast. Efficient. Direct. But to unlock the full potential, you must move beyond yesterday’s methods. In this session, you will see the application of Power BI and modern Excel using real-world scenarios. Come learn how these modern tools allow you to unlock your superpowers and create more dynamic and impactful insights.



Objectives:
  • Identify data models in Excel's PowerPivot
  • Indicate dynamic analysis with Power BI
  • Use and leverage the Power BI and Excel ecosystem for easy reporting
  • Assess dynamic planning with Acterys
06:30pm - 07:45pm EDT - June 8, 2022

Wednesday
06:30pm - 07:45pm EDT - June 8, 2022 | Room: Joshua 7/8
Track: ENGAGE Main Conference
Total Minutes: 75

One of the only constants in business is that your company must continually change and adapt to survive. Change Management is not a new concept. However, in the 21st Century, companies need to evolve beyond the age old cliché of Change Management to Change Leadership. To efficiently implement change and capture all of the benefits associated with the change you want to make, employees must want the “change” as much or more than you do. To unlock the power of change in ways that will unleash the maximum potential from your employees, we will contrast making a “change” with implementing an “improvement”, the importance of setting and communicating clear goals for the “improvement” being made, and how to achieve the most from your intended change through inspired leadership.



Objectives:
  • Contrast managing a change with implementing an improvement
  • Formulate “improvement” goals that will resonate with employees
  • Assess the role communication plays in making or breaking effective change
  • Evaluate how situational leadership and displaying strong leadership attributes can inspire your employees to achieve the “improvement” (change) you want to make faster and better