The CPA profession played a critical role in helping small businesses acquire funding during the pandemic. This role naturally led to CPAs providing their clients with business advice. In turn, the opportunity for deeper client advisory services through business financing was revealed. In this session, leading voices will share how practitioners are expanding their client advisory services by providing financing assistance. You'll hear exactly what steps firms are taking to feature finance and FinTech as part of their CAS offering.

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.

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.

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.

Technology continues to evolve at an ever-increasing pace - disrupting and transforming virtually all aspects of our personal and professional lives. From AI, 5G and blockchain, to IoT, robotics and EVs, new technology is impacting and revolutionizing virtually every product and service available. Join Inspector Gadget as he explores the very latest technology trends and vendor solutions, along with cutting-edge gear and gadgets. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

This session is dedicated to the possibility that accounting professionals can win larger engagements and serve those they win more effectively when they learn and adopt subscription-based pricing. Subscription pricing is not taking your annual price and dividing it by 12. It is more challenging than that and not for everyone. If you think you have ability to think about your pricing and service model differently than you have in the past, you are invited to attend this session delivered by Sage’s senior director and co-host of The Soul of Enterprise [http://thesoulofenterprise.com... [http://thesoulofenterprise.com...]] podcast, Ed Kless.

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.

Have ever thought to yourself, "There has got to be a better way to do this?" Guess what?! There is! In this session, you will learn hands-on tech tips and tricks to optimize your day. We will cover a wide variety of topics from Microsoft 365 to Mobile devices to web-based applications and more!

CAS growth has been driven by a number of best practices. We will take a closer look at the key attributes that are the foundation of building high-performing CAS practices. Using data from the CPA.com/AICPA PCPS CAS Benchmark Survey, we will examine key areas including: Drivers of CAS Growth Evolving Client Advisory Expectations CAS Metrics Staffing a CAS Practice Pricing CAS Services CAS Practice Technology Barriers to CAS Success

Robotic process automation (RPA) bots, custom apps, and digital plumbing are revolutionizing how work gets done in today’s economy. Many firms and their clients have embracing “best of breed” solutions and would like to automate the exchange of data between different business solutions using solutions like the Microsoft Power Platform (Power Automate, Power Apps, and Power BI), which already work with over 300 different platforms. While these technologies have already been adopted by many enterprises, their uses in small and mid-sized businesses are still emerging, and accounting professionals must understand the implications of their use on their internal control structure. Attend this session to learn the fundamentals of these innovative automation solutions and see how others are effectively using these solutions and watch a demonstration of an RPA being built in session.

When your people love your firm, your clients will love your firm, too. Putting talent first is critical to employee motivation and engagement. When your people are motivated and engaged, collaboration and client service is elevated and you can tackle your firm’s strategic priorities, too. In this session, we’ll explore four strategies to drive employee engagement including: Identifying strategies for demonstrating your firm’s commitment to “talent first” Listing methods for giving your firm’s work purpose and meaning Understanding ways you can garner honest feedback and then act on it Applying ideas for (really) addressing poor performance and bad behavior We’ll also identify warning signs of disengagement and what to do when you spot them. Leave this session with an action plan for boosting employee engagement and understanding how your behaviors enable you to retain your people!

Client Advisory Services (CAS) as a practice area is at the forefront of progressive thinking by firms on how market complexities can translate into Trusted Advisor opportunities for firms to deliver value to clients. CAS continues to be one of the fastest growing practice areas & largest growth opportunities for CPA firms. This practice area has been defined and transformed over the past 10 years and yet CAS remains largely in its infancy representing exponential opportunity for firms. At Digital CPA 2021, the 10th anniversary of DCPA, CPA.com established our first CAS Advisory Council made up of progressive CAS practice leaders from top firms to help further define and establish a “CAS 2.0” framework and pathway to help drive the transformation of the CAS practice area. Come hear from a panel of CAS thought leaders leading the charge on taking CAS to the next level – CAS 2.0.

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

As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation and incident response remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data and how best to respond. This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals face in collecting, storing, processing and safeguarding sensitive information along with best practices used when responding to a breach. Topics will include InfoSec governance, current cybersecurity threats/risks/mitigation, third-party and supply-chain risk, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

In some ways, it feels as if we are participants in a reality show based on a never-ending tax season. This session will present as a panel of seasoned professionals discussing the highs and lows of tax season 2022 along with lessons learned, tax law changes at the federal and state level, and productivity hacks for hybrid and remote teams. The session will use polls and audience participation to tackle issues that firms of all sizes care most about. Firms will take away ideas to possibly make changes to their tax season process in 2023.

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.

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.

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.

For small firm owners and sole practitioners, this roundtable is the perfect opportunity to connect with peers to share insights about fundamental issues concerning all small firms. Develop your own network of practitioners, who are ready to offer ideas to manage top challenges for small firms. Upon completing this session, you will have a better understanding of practice management issues firms are facing and will have suggestions on how to tackle some of those issues.

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.

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.

Deciding to build a digital-first advisory practice requires not only an understanding of technology but also a mindset shift. This session will cover how to think about tech, what resources are available to you, and how to get started. We will also cover the types of services that fall in this area of advisory, and basic pricing strategy all while incorporating two experienced perspectives from building these types of practices.

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.