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Wednesday

Carla Harris, author of _Expect to Win_ and _Strategize to Win_, and a gospel recording artist shares the components of positioning yourself to maximize your success as a leader in your current career environment or the environment that you want. She’ll explore the concepts of performance currency vs. relationship currency, managing through and creating change, and how to be an impactful and influential leader.



Objectives:
  • Identify tools to maximize your success as a leader.
  • Differentiate performance currency from relationship currency.
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.
06:30pm - 07:45pm EDT - June 8, 2022

Wednesday

This session will provide the attendees with an overview of the entire SOC space. From SOC1 to SOC2 to SOC3 to SOC for CyberSecurity and all of the other flavors and types of SOC reporting that may exist at the time of the conference. Attendees will walk away with an understanding of the differences between the various levels and types of SOC reporting. Attendees will have an understanding of how to monetize this space and will be provided with links to resources that will help from planning to delivering these services.



Objectives:
  • Determine of the SOC reporting space
  • Analyze the differences between different levels and types of SOC reporting
  • Distinguish how to get started in this SOC reporting space
11:00am - 12:15pm EDT - June 9, 2022

Thursday
11:00am - 12:15pm EDT - June 9, 2022 | Room: Ironwood 1/2/3
Track: ENGAGE Main Conference
Total Minutes: 75

The speed of technology change has been accelerating. But unfortunately, we can’t keep up, and we don’t know what to do about it. This visionary session provides insights, choices, and recommendations to help you decide how rapidly to move, which technologies will affect your business, and how to separate sales pitches from innovative ideas. This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in areas ranging from software applications to hardware devices. You’ll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.



Objectives:
  • Identify key technologies to implement in your business and personal life
  • Compare examples of emerging technologies that will affect the accounting profession
12:30pm - 01:45pm EDT - June 9, 2022

Thursday
12:30pm - 01:45pm EDT - June 9, 2022 | Room: Ironwood 1/2/3
Track: ENGAGE Main Conference
Total Minutes: 75

Whether you’re going out on your own or reinventing your practice, the post-pandemic environment has raised the bar on what your team and its clients expect from firm's technology. We will review the current state of small and mid-sized CPA firm technology to help your team identify the best applications and services to make your team more effective today and in the future. Attend this breakout and learn more about what you might be missing in your technology stack.



Objectives:
  • Recognize the difference in client-server, remote desktop, and cloud-based deployments of applications
  • Identify at least three platforms for managing digital client requests and interactions
  • Distinguish the differences between a “best in breed” versus an application suite strategy
02:15pm - 03:30pm EDT - June 9, 2022

Thursday
02:15pm - 03:30pm EDT - June 9, 2022 | Room: Ironwood 5
Track: ENGAGE Main Conference
Total Minutes: 75

Microsoft Office 365 is one of the most underutilized technology investments in CPA firms and business organizations in general. In this session, John will share his knowledge and experience of helping numerous organizations to effectively deploy Office 365 and maximize the benefits of an investment you are likely already making. You will experience how the integration of Teams, SharePoint, Power BI, Planner, OneNote and other apps in the Office 365 ecosystem can be harnessed to truly optimize your firm's ability to communicate, collaborate and share knowledge with staff and clients in a virtual work environment.



Objectives:
  • Distinguish specific opportunities to optimize the utilization of the entire Office 365 ecosystem of apps in your firm.
  • Differentiate the unique capabilities of various Office 365 apps to increase the productivity of your staff.
04:30pm - 05:45pm EDT - June 9, 2022

Thursday
04:30pm - 05:45pm EDT - June 9, 2022 | Room: Ironwood 1/2/3
Track: ENGAGE Main Conference
Total Minutes: 75

What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the practical and mobile technologies supporting and empowering remote employees to work smarter.



Objectives:
  • Identify practical technology you can deploy today
  • Recognize what technologies are coming soon that may impact your technology strategy
06:00pm - 06:50pm EDT - June 9, 2022

Thursday

In this session we outline the foundational pieces that need to be in put place to turn your current culture into a competitive advantage for your organization.



Objectives:
  • Assess the key foundational pieces that can differentiate your culture and help with engagement
  • Evaluate the playbook that can be help recruit and retain top talent