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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.
Finding the right team members at the right time is key to your practice success and the market has never been tougher. That’s why it’s more important than ever to execute a recruiting strategy that applies true marketing concepts to differentiate your firm from the rest. Together we’ll explore the specific marketing strategies and processes you can implement to attract the best and brightest of the profession.
Are you tired of busy season frustrations? Top 500 firms have found success with the SafeSend Suite in getting 8879s e-signed in less than a day, seeing up to 40% completion of client organizers, and alleviating the strain of staffing issues. In this session, we will share why using the SafeSend Suite eliminates these frustrations all while providing a 5-Star client experience. The SafeSend Suite offers one, intuitive platform for clients and staff. No matter the document you’re sending throughout the year, clients access it the same way – increasing both client satisfaction and adoption. Join SafeSend as we share ways to increase your firm’s success by easily gathering source documents, collecting digital/fillable organizers, assembling and delivering completed tax returns, collecting e-signatures, automating signature and payment reminders, distributing K-1s, and requesting firm tax prep fees. The SafeSend Suite makes an impact across all your tax workflow processes.
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.
This session is dedicated to the possibility that professionals can greatly increase the value they provide to their customers if they hone their skills at asking better, more effective questions. Developing an enhancing this skill is not easy because it requires us to rethink the paradigms and prejudices of the past.
Understand your legal and regulatory obligations, develop adequate policies to secure client data and protect your practice. John Sapp, CPA will lead this session pulling from his 25+ years of professional experience in tax software development that includes serving as one of the founding leaders of the IRS Security Summit, and the Chair of the Electronic Tax Administration Advisory Committee when its charter was expanded to advise congress on prevention of identity theft and tax refund fraud. John is also a popular speaker for security topics that impact today’s tax professionals. This presentation will provide an overview of the cyber threats that taxpayers and tax professionals face daily. Attendees will learn why cybercriminals target taxpayer data, their methods, and how to protect clients.
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.
With the number of accounting graduates declining every year and more and more CPAs leaving the profession, it does not look like the CPA talent shortage will get better any time soon. That’s why the Big 4 are increasingly relying on international talent solutions and small and medium firms need to start following suit. Join us for a presentation with Jim Brady, CEO of alliantTalent and former CEO for Deloitte’s India Talent Center on how you can start to fill vacancies today.
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.
Are your talent shortage conversations becoming more frequent and not just for the traditional busy season? If so, you may be trying to solve this issue very tactically. In this session, you will hear from CPO Lindsay Gaal about the resourcing challenges she overcame by starting to take a more prescriptive and strategic approach to her workforce planning strategies. Here is what you can expect to take away from the session:
Finding and retaining talent is one of, if not the, most common challenge facing firms today. In this session, we will explore the demographic and societal trends impacting the profession along with the plan being developed by the AICPA and other stakeholders to impact the talent pipeline quickly and significantly. You’ll hear about the solutions being developed to address core challenges and identify ways you can play a role in increasing interest in the profession. Let’s discuss the components of the plan identified to-date and look for other ideas as well in a collaborative session designed to tackle this important issue.
Are you interesting in learning about the latest HR workplace trends and how they can impact your firm? You will learn about the latest developments in HR including how remote work is reshaping the industry, how employee engagement is vital to your firm, and the benefits of wellness program that support the well-being of your team members.