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10:00am - 10:50am EDT - June 5, 2023

Monday

Keeping up on all things Automation and AI can seem like an unsurmountable task. With the rapidly evolving landscape continuing to change and Artificial intelligence now becoming a dominant way you can transform your business, getting a grasp on what is available today in practicality is a must have. Please join Thomson Reuters to discuss how to use Automation tools, APIs, and AI technologies to continue to move the profession forward and learn more about third party applications are playing a large role in creating more efficiencies and benefits to your staff and end clients.



Objectives:
  • Identify new Automation solutions already created and available to help take what you have discussed in theory to practical use
  • Recognize new ways to automate new key areas of your firms practice as you grow both Onshore and Offshore
  • Determine insights into the future vision of how accounting technology is helping to generate Tax agnostic solutions to meet the needs of your team no matter what solutions are in your Tech Stack
Monday

Today’s accounting client wants more than just their expected service from their firm– they also want an exceptional client experience to partner with that service too. Big and boutique firms alike find themselves asking, “How do I transition to a more elevated and modern client experience as clientele and competitors are becoming more digital-first?” Join us to learn how to elevate your client experience that will differentiate you from competitors and drive long-term engagements. Hear from our panelists as they share their experiences transforming the client experience, important lessons learned, and best practices.



Objectives:
  • Determine the needs and expectations of today's clientele
  • Identify breakdowns in your client lifecycle
  • Recognize new processes to improve and amplify your clients' experiences
  • Assess how to select the best tools to increase client satisfaction
12:30pm - 01:45pm EDT - June 5, 2023

Monday
12:30pm - 01:45pm EDT - June 5, 2023 | Room: Starvine 3/4/5
Total Minutes: 75
Being an active inclusive leader is not always easy, but it is an important trait of leaders. We will explore the topic of leading with inclusivity and provide practical tips and steps that can be incorporated into your leadership style immediately. You will go on a journey that will deepen your knowledge on the topic and learn how embracing inclusivity can increase connection and employee engagement in the workplace.


Objectives:
  • Recognize the traits of inclusive leaders.
  • Interpret the difference between mentorship/sponsorship and how it is incorporated into inclusive leadership.
  • Identify how you can connect your values to inclusive leadership.
  • Discover what gets in the way of being an inclusive leader.
  • Discover your WHY and formulate a commitment to practice active inclusivity.
Monday
12:30pm - 01:45pm EDT - June 5, 2023 | Room: Juniper 4
Tags: TCH
Total Minutes: 75
What are my best technology choices, and how do I keep up? Even informed accounting professionals will find multiple ideas they can apply daily. This visionary session provides insights, options, and recommendations to help you decide which technologies will affect your business and which will give you a competitive edge. Included in Tech Update are emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting recent technologies, ranging from software applications to hardware devices. You will also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.


Objectives:
  • Formulate strategic and tactical benefit lists of hardware and software options
  • Evaluate current communications choices to improve your efficiency
  • Identify key technologies to implement in your business and personal life
  • Analyze examples of emerging technologies that will affect the accounting profession
02:15pm - 03:05pm EDT - June 5, 2023

Monday
02:15pm - 03:05pm EDT - June 5, 2023 | Room: Starvine 3/4/5
Total Minutes: 50

This course provides a concise overview and non-technical explanation of the Metaverse. At first mention, you may think the Metaverse sounds like a fantasy world in the latest futuristic Hollywood movie. Actually, this fantasy is now reality! It's already here! The metaverse is an ecosystem of immerse digital environments and creative reality simulations where people do everything they do in real life -- only in digital space. Countless companies -- from big tech to the Big Four -- have already announced ambitious plans to contribute to this virtual world. Ultimately, the metaverse represents the natural evolution of the Internet, and the next phase of the mobile web. You’ll walk away with a foundational understanding of key Metaverse concepts and how to prepare for this new technology frontier as an accounting practitioner. You’ll also discover how this emerging virtual dimension is on course to fundamentally transform society, the global economy, the accounting profession, and even reality itself.



Objectives:
  • Compare the Metaverse from previous generations of the Internet
  • Identify at least 10 social and technology forces that are driving the development of the Metaverse
  • Analyze at least 20 Metaverse case studies and success stories
  • Contrast the enterprise Metaverse from the consumer Metaverse
  • Predict at least 12 ways the Metaverse is likely impact the accounting profession
  • Formulate a Metaverse starter strategy for your accounting operations
Monday
Technology is changing the way your clients expect to work and manage their financials. To stay relevant to your clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it’s important to not just implement technology to do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why” and how to select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes. You will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors” -- highly valued, strategic partners who are an integral part of their client’s businesses and whom their clients can’t imagine living without.


Objectives:
  • Identify your purpose as a firm
  • Recognize the “Cherished Advisor” journey and the different stages of innovation for your practice
  • Indicate how to create your firm’s path to specializing in vertical industries
  • Recall a technology strategy and how to assess the right technology fit for your practice
  • Identify how to re-engineer your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients
04:30pm - 05:45pm EDT - June 5, 2023

Monday
Wondering when the “audit of the future” that we’ve all heard so much about over the years will become a reality? According to firm leaders across the country, it’s already happening. While many of these firms used to approach an audit by using the previous year’s audit files as a template, they’re now coming at it from a completely different perspective. They’re fully re-engineering the audit to meet higher client and regulatory standards while achieving new levels of efficiency and delivering a lot more value along the way. Join this discussion to learn about the four key drivers of audit transformation – technology, methodology, standards and skills – and how firms are managing this change within their organizations.


Objectives:
  • Recognize the four key drivers of audit transformation.
  • Identify different methods to start to transform your audit.
Monday
Women have fought long and hard for a seat at the table in finance – are we there? If not, how can we get there? What can you do in your career to get your seat at the table? Join us to hear the stories of three accomplished women in finance, and their thoughts on where we are with women in our profession. Men, please join as well, as male advocates and perspective are very important!


Objectives:
  • To learn the obstacles facing women in finance and how to overcome those obstacles
  • To some tips from women who have a seat at the table
  • To develop an understanding of the unique experience and benefits women bring to their companies
Monday
04:30pm - 05:45pm EDT - June 5, 2023 | Room: Joshua 1/2
Tags: TCH
Total Minutes: 75
Hey, do you like saving time and money, but hate doing actual work? Then you’re going to _love_ this presentation. We're sharing 10 super-detailed automations that will make your accounting practice run smoother than a slip 'n slide on a Slip 'n Slide. And the best part? You get to steal all of them! That's right, just take 'em and run, like a thief in the night. We won't tell anyone, we promise. Have something you want automated? Tell us during the Q&A and we'll discuss on-the-spot. We've got everything from data entry bots to AI that can handle your tax prep (just kidding). You can sit back, relax, and let the machines do the heavy lifting. So if you're ready to say goodbye to the drudgery of accounting and hello to a life of leisure, come on down and steal some automations. We promise this’ll be more fun than a clown car full of puppies*. _*Not true. That would be way cooler. _ _ _


Objectives:
  • Recall the anatomy of an automation
  • Identify how APIs work
  • Indicate how webhooks work
Monday
What are the cyber attackers targeting today and what does their playbook look like? This session will explore what bad actors are up to and what is and isn't working to stop them. Specific areas to be covered include: * Highlights of popular cybersecurity and breach trend reports such as: * Verizon's Data Breach Investigations Report * The NSA Cybersecurity Year in Review * IBM's Cost of Data Breach * The Office of the Comptroller of the Currency Cybersecurity and Financial System Resilience Report * Why Business Email Compromise (BEC) attacks continue to be a top revenue generator for the attackers. * How user activity monitoring is an essential element of network defense. * Tabletop exercises: * Developing a roadmap for exercise improvement from year to year (even if you haven't done one yet...) * Adding realism to tabletop exercises and bring them to life! * What does the current threat landscape look like, and what is evolving as a result? * Leveraging the MITRE ATT&CK Matrices


Objectives:
  • Identify the cybersecurity threats that currently affect you and your organization.
  • Recognize potential indicators of compromise related to current popular attack methods.
  • Select and implement the right control procedures to help protect against today's cybersecurity threats.
  • Recall how your information security program needs to evolve to keep pace with the current threat landscape.
06:00pm - 07:15pm EDT - June 5, 2023

Monday
To deliver the proactive business insights your clients need and want, you must leverage the right technologies to automate processes, allowing your staff the opportunity to deliver real-time analytics and insights of your clients’ overall financial health. During this session you’ll hear from profession experts on the three approaches to an advisory practice, including how they’re leveraging bill pay and spend management technology to gain efficiencies, achieve higher margins, and deliver deeper business insights to clients. Our panelists will share best practices, lessons learned and what’s next for firms looking to take their CAS practice to the next level.


Objectives:
  • Identify the basics of spend management and how the panel of firms define the service
  • Distinguish the drivers behind spend management and how it’s impacting firms and clients
  • Analyze how to deepen client engagements and what insights spend management can deliver
Monday
06:00pm - 07:15pm EDT - June 5, 2023 | Room: Joshua 1/2
Tags: CGMA TCH PRA
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:
  • Identify specific opportunities to optimize the utilization of the entire Office 365 ecosystem of apps in your firm.
  • Identify the unique capabilities of various Office 365 apps to increase the productivity of your staff.
Monday
Once called “soft skills,” power skills are vital for success for an individual and business alike. Hear from a panel of women leaders from throughout the profession share their insights around the importance of power skills and how they leveraged them for their career development and leadership growth.


Objectives:
  • Identify your own power skills.
  • Discover the linkages between power skills and employee productivity and retention.
  • Determine how to use power skills to advance your career and lead others.
  • Learn how to mentor women in the development of their own power skills.
Monday
06:00pm - 07:15pm EDT - June 5, 2023 | Room: Mariposa 5/8
Total Minutes: 75
Data is ubiquitous, and cyber, data, technology, financial, and operational risks need to be well managed and addressed. Organizations are striving to become data-driving companies to achieve better performance through data analytics and automation. We will walk through some practical examples and analytical approaches, tactics used to combat risks, and what we have implemented to transform existing routines into habits. The presentation will demonstrate how analytics tools and technologies help to achieve process improvement, gain efficiency, and improve risk management practices.


Objectives:
  • Apply analytics tools and technologies to improve risk management practices and develop data-driven habits, while assessing the benefits and limitations of different approaches.
  • Identify tactics for managing cyber, data, technology, financial, and operational risks in a data-driven organization, and incorporate risk management into data analytics and automation initiatives.
  • Analyze how data analytics and automation can improve organizational performance and risk management, using practical examples and analytical approaches.
07:30pm - 07:55pm EDT - June 5, 2023

Monday

Join us as we show you how to help automate your clients’ back office with seamless accounts payable and the next generation of spend management.


10:00am - 10:50am EDT - June 6, 2023

Tuesday
10:00am - 10:50am EDT - June 6, 2023 | Room: Juniper 4
Tags: TCH
Total Minutes: 50

Are you ready to take your accounting practice to the next level? Join us for a session where we will explore the advantages of digitizing and automating areas of your practice. We’ll discuss how expanding your advisory capabilities can help you build a more successful and profitable firm.



Objectives:
  • Determine how to leverage technology to streamline processes, reduce costs, and increase
  • Identify best practices for utilizing data insights to gain an edge over the competition
  • Recognize valuable insights into the latest trends and strategies for improving your firm’s performance
Tuesday

Data-driven approaches to audit and assurance are a hot topic, but what does that mean for everyday work and technology usage? In this session, we will discuss the importance of an efficient audit and how a data-driven approach, including data ingestion, data analytics, and data visualization, can lead to success. We will also explore why firms need to remain in control and not rely solely on technology, and why a pragmatic and flexible approach to methodology and tool usage is critical in demonstrating the distinct value that your firm can provide to clients.



Objectives:
  • Learn how to define a data-driven audit and how technology assists in achieving efficiencies.
  • Understand why firm flexibility is key to creating distinctive value to your clients.
  • Explore considerations when adopting tools to assist in creating efficiencies in the execution of work.
Tuesday
10:00am - 10:50am EDT - June 6, 2023 | Room: Ironwood 7/8
Tags: TCH PRA
Total Minutes: 50

In today’s hi-tech AI world there is still a great need for business services including bookkeeping, accounting, payroll, technology consulting, forecasting, and analytic work. This session will discuss the market and share perspectives from a seasoned veteran of Client Advisory Services (CAS). Val Steed, CPA, MA, CITP has been working in the accounting technology industry for over thirty years. He ran his own firm and CAS practice for over twelve years and has spent numerous hours consulting with accounting technology companies on how to build a partner program and market to accountants. This session is a guaranteed good time and with useful information.



Objectives:
  • List five service areas for CAS
  • Learn how to build a CAS practice from an accounting practice
  • Identify how a simple policy change or two can significantly help your practice
  • Create a more positive culture in your CAS practice
11:00am - 12:15pm EDT - June 6, 2023

Tuesday
The Dynamic Audit Solution (DAS) is a transformational audit methodology that modernizes and enhances the quality, efficiency and value of audits. The development of DAS is a partnership between the AICPA, CPA.com, and their technology partner, Caseware International. In this session, learn about the latest updates on its development, the roadmap for future versions, and what your firm can do to start thinking about how to implement and migrate to this dynamic tool.


Objectives:
  • Recall the current and upcoming features of DAS.
  • Identify steps to prepare to implement DAS.
Tuesday
11:00am - 12:15pm EDT - June 6, 2023 | Room: Juniper 4
Tags: TCH
Total Minutes: 75
In this age of technology disruption, everything is changing around us. We sometimes can feel like we don’t know where our anchor is - what will stay the same, what will change, and what we can depend on. We can find that when implementing change in our organization, individual patterns of behavior can show up in ways that prevent the business from making progress and embracing the opportunities ahead. While we are focusing on change management in our organizations and what the future of our work will look like, we should also be spending an equal amount of time creating stronger human connections. With time and dedication, you can learn to become a connected leader who contributes to cultivating an engaging and fulfilling work-life culture for yourself, your team and colleagues. During this talk, Amy will take you on an emotional journey of self reflection. You will discover more compassion for yourself and others, be more mindful as a leader, and improve how you communicate to achieve the desired outcomes together as a team.


Objectives:
  • Recognize how habits and patterns are created in our lives from the time we are young that affect us into our adulthood and the steps to break the ones that don’t serve us;
  • Identify how the ego develops, influences our work lives, and impacts how well we interact with others;
  • Indicate ways to change your mindset to overcome negativity and replace it with gratitude; and,
  • Recall how to create more compassion for the people you work with by creating communities of support to break down barriers and achieve the best results for the organization.
12:30pm - 01:20pm EDT - June 6, 2023

Tuesday
There are numerous ways to leverage tax data. Innovative tax practices are aware of current trends in the tax landscape and combined with data, process, and tax technology, they can drive business insights that improve client decision making and reduce tax risk and exposure. In this session, you will hear from tax advisors from leading firms and experts in technology at CPA.com and Vertex, as they dive into the various ways that advisors and companies are using tax data and technology to deliver insights that drive an informed strategy and better results.


Objectives:
  • Determine the purpose, benefits, and challenges to leveraging tax analytics
  • Identify practical examples of applying data analytics to direct and indirect tax services
  • Compare the variety of ways tax technology is being deployed to harness data and provide business insights
  • Receive guidance on developing your firm’s strategy for integrating data analytics into your tax practice
Tuesday
Are you tired of managing disparate data sources in your organization workflows? Do you want to learn how to create a harmonious ecosystem of data flowing from one application to another? Join us for a fascinating session on Information Ecosystems! In this presentation, we will explore the relationships between various applications that hold critical business data. We will showcase a demo of how the separate applications for project tracking, accounts receivable, client management and email can work together to create an automated and efficient Information Ecosystem for accounting. We will demonstrate how these applications can be utilized by staff members to streamline their workflows and improve productivity. Whether you're a are in public accounting or a CFO looking to optimize your workflows, this session will provide valuable insights on how to create the Information Ecosystem that can take your organization to the next level of efficiency.


Objectives:
  • Improve process productivity with automation leading to better service for clients and more efficient accounting.
  • Recognize sources of data and their relation to each other in your Information Ecosystem.
  • Template to explore and identify workflow inefficiencies for opportunities in automation and data integrations when you are back at the office.
01:35pm - 02:25pm EDT - June 6, 2023

Tuesday
In a time where finding incoming talent and preserving the pipeline of professionals that we have is more important than ever, it is critical that we take a look at why young people say they are leaving our workplaces. In this presentation we’ll dive into how the culture of your workplace is impacting your employee engagement from a young professionals point of view. This interactive session will help you better understand employee perceptions to help shape our workforce into one that is valued for years to come.


Objectives:
  • Identify main drivers of staff turnover and deploy tactics to help mitigate flight risk
  • Recognize correct and incorrect practices in employee engagement and take steps to instill those practices in everyday culture
Tuesday
CPA.com’s biannual CAS Benchmark Survey was released in December, 2022. Go beyond the report and learn more about the strategies and practices from CAS leaders of top performing firms use to increase efficiency and improve profitability. Leave this session knowing how to use the CAS Benchmark Survey report to benchmark your own practice and make plans to address key areas of your approach to client advisory services.


Objectives:
  • Recognize the elements and methodology of a benchmark survey and understand it’s use
  • Identify how to align the survey results to your point on the CAS journey
  • Recall the key areas of the survey to share with your firm leaders
Tuesday
01:35pm - 02:25pm EDT - June 6, 2023 | Room: Juniper 1
Tags: TCH
Total Minutes: 50
This session is designed for finance professionals who want to learn how to spend less time waiting for the mountains of data at their disposal to be compiled, thus freeing more time to make and implement decisions. We have all heard the “buzz words” around BUSINESS INTELLIGENCE tools (BI), now its time to implement. Where do you start? During the session you will get an overview of BI solutions that are available. We will discuss an approach on how to start this journey, key steps to consider as you do so, and pitfalls to avoid. * Find out how to connect BI with existing accounting systems to create KPI dashboards and to analyze data. * Discover how to combine workforce data with financial and operational data to drive more accurate forecasts, budgets, and informed hiring decisions while unlocking more report automation. * We will address general business use and managed services such as Client Accounting Services (CAS).


Objectives:
  • Identify and differentiate Business Intelligence Solutions that are available in the marketplace.
  • Identify key criteria to consider in the selection of a BI tool that will suit your needs.
  • Analyze the financial and non-financial impacts of implementing a BI solution in your organization.