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.

A explanation of the costs and benefit of different portfolio delivery vehicles like mutual funds and ETFs. The importance of trading costs and taxes for different vehicles.

If you are financial planner working with families and executives with net worth from $2MM - $10MM, this is the session for you. Participants will gain a better understanding of the types and frequency of communication, actionable deliverables to keep the process moving forward and how to effectively monitor the progress with your client. Software utilized in this process and strategies created by the presenter will give you immediate solutions to help your business grow and your clients gain more benefit from the financial planning process.

Retiring overseas is a strategy that can help your clients achieve their retirement dreams including retiring early and retiring well even on a limited income. In this session, we'll detail the factors your clients will need to consider and plan for to make a successful move overseas in retirement: residency, health care, taxes, banking, administration, and financial considerations, both for the capital costs of the move and the ongoing cost of enjoying a rich, fulfilling retirement in another country.

This session will go through the recent revisions to the SSTS.

Hear from Matthew Bagley, from Verizon, on how he created a Finance Digital Acceleration Hub to eliminate manual activities, to build capacity whilst minimizing burden with teams, to accelerate deployment of digital solutions and to enable ‘ownership’ of future ready digital skills and capabilities. By showing practical examples, this session is relevant to every finance professional working for every size of organization. Many of Verizon’s examples are scalable upwards and downwards and have led to significant business savings and revenue gains. Matthew will share some practical frameworks and approaches so you can start small to resolve immediate challenges to then understanding the art of the possible.

Stuck checking boxes on an ENDLESS TO-DO LIST? Never have enough time to do what excites you? Getting more tasks done is never the answer when you're overwhelmed and burned out. Life can be about MORE THAN CHECKING BOXES if you know how to GET THE RIGHT TASKS DONE AT THE RIGHT TIME. The secret to making that happen? Knowing that it's never just the system - but also the behavior - that can FREE YOUR TIME. End the busyness and power up your productivity! THIS PROGRAM IS PERFECT FOR PEOPLE WHO: * Feel overwhelmed, unorganized, or burned out * Have multiple professional or personal projects or roles * Need a simple system for prioritization Each attendee receives a digital RaderCo Go-To Guide with helpful apps, tools, and extra training. Leave with clear, actionable steps on what to do with that never-ending task list and how to be productive and effective. Commit to one behavior change in the next thirty days following the workshop to ensure their success.

This session will provide an update on the M&A marketplace in the advisory space. Who are doing the deals and how are they structured?

There is lots of work and less people -- how is it all going to get done? Employers (hopefully) understand that six key motivators impact employee recruitment and retention. This presentation will highlight why top talent stays at an organization. It will also outline low- and medium-cost tactics and actions that aim to create a workplace where people from all backgrounds and cultures feel welcome, seen, appreciated, and valued. You will also learn tips and strategies to apply to your workforce that will help bolster employee engagement and satisfaction.

Although some strategies can be organization wide, some can be implemented even at a team level.

Come hear and share how you can have a positive impact on retention in your organization!

Thinking about your firm's future can be overwhelming. There's so much to consider--where do you even begin? What if you could crowdsource strategy? What if you could harness the collective wisdom of your peers? This hands-on, working session does just that. Together, you'll experience a strategy sprint where you will capture hard trends, share insights on their opportunities, and walk away with real ideas to take back to your firm. This session features resources made available through a collaboration of the AICPA’s PCPS team and the Business Learning Institute. Kassi regularly facilitates firm sessions using this engaging, collaborative and forward looking strategic planning process. These few minutes of focus just might change the future of your firm.

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.

Generative artificial intelligence (GAI) chatbot ChatGPT has taken the country by storm. ChatGPT reached 1 million (1M) users within only 5 days of its release. What is ChatGPT? It is a computer program designed to generate answers to questions posed in human-like, conversational responses.

ChatGPT is being utilized by young and old alike in federal tax practice as we speak. But, is it ready for prime time? ChatGPT has its strengths, but also notable weaknesses. Blink your eyes and it will change (and likely get a lot better very quickly). If tax practitioners do not jump on the GAI train now, they’re likely to get left at the station.

How many of the following questions can you confidently answer?

1. Is the use of general AI (ChatGPT in particular) helpful in tax practice?

2. If helpful, in what contexts may it best be used?

3. How can ChatGPT save you time and make you money?

4. What SKILL SETS capably aid you in your approach utilizing ChatGPT?

5. What are the practical limitations on its use? Can it be harmful?

6. Does ChatGPT hallucinate?

7. What are the legal, accounting and tax ethics rules applicable to the use of ChatGPT?

8. What must you know and do to prevent ChatGPT from getting you into trouble?

This course answers the above questions through a series of case study ChatGPT searches and second effort.

Data is the most valuable and vulnerable asset of the modern business world. Businesses of every size are generating huge volumes of data every day – data that needs to be properly stored, protected, and leveraged for decision-making. Today’s businesses need as much help managing their data as they do with managing their financials. Let's explore some simple strategies to offer a SaaS stack, modern cloud financials, and dashboard-as-a-service to improve the value of your monthly pricing.

Discover how the tools available in the CCH Axcess Suite can improve the end-to-end tax experience by increasing efficiency in every stage, from document collection to preparation, review, and delivery. Join this session to see how you can take advantage of an intelligent, scalable, and fully integrated tax preparation, compliance, and workflow solution that’s been developed specifically for the cloud and is suitable for firms of all sizes.

The payout from a settlement can have vastly different tax consequences for your client depending on how it is structured. A periodic payment solution paid out over time can help defer and spread the tax liability for a claimant involved in a taxable settlement. In this presentation, we will discuss the advantages of periodic payments versus a cash release and highlight a case example.

From data security to talent acquisition, emerging challenges in the tax and accounting industry are putting tremendous strain on firms. For many, it can feel impossible to deliver a seamless, modern, digital-first experience that clients now expect. ShareFile for Accounting is a new client collaboration solution tailored for the accounting industry. This new solution equips firms to keep clients engaged and satisfied by simplifying client collaboration and accelerating the engagement lifecycle that replaces other costly software with just one digital solution. Join our client collaboration experts to see how ShareFile can makes it simple to create a compelling client experience despite industry challenges.

In this session, Sovos and EY presenters discuss the importance of automation as it relates to reducing reputational, financial and compliance risk. With a strong mix of storytelling and practical strategies, our experts will share how you can utilize automation to free up your workforce to focus on value-added activities, such as finding growth opportunities.

Join our session to discover how your finance team can use Workday Adaptive Planning to build driver-based models with ease, analyze unlimited scenarios on the fly, and create predictive forecasts using embedded AI and Machine Learning. See firsthand the power of Workday to plan, execute and analyze by combining Accounting, Finance and HR.

Many of the top issues faced by accounting firms are HR challenges. Recruiting and keeping employees. Managing the workforce in the office, virtually, and across state lines. Reducing your HR workload. Capacity planning. It’s time to rethink how to address them. Join us at this brief session to lean how CPA.com and Paychex worked together on a solution exclusively for AICPA members to specifically address the HR challenges firms are facing today.