Thumbnail for 2021 Digital CPA Conference

2021 Digital CPA Conference



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Packages Display Packages

This includes sessions from the conference: 2021 Digital CPA Conference

Sessions Included:

Welcome and Announcements | Keynote: Remove Barriers to Reinvent the Client Experience (Dec 06, 2021 02:00 PM)

Keynote: Profession Update, Adapt & Thrive: Leading Change in a Complex World (Dec 06, 2021 03:35 PM)

Experiential Keynote: Foundations of Practical Futurism (Dec 06, 2021 04:45 PM)

Keynote: Building the Future of Work (Dec 07, 2021 08:00 AM)

Firm Productivity in the 21st century (Dec 07, 2021 09:00 AM)

Transforming the Audits of the Future (Dec 07, 2021 09:00 AM)

How to Grow Your CAS Practice with FP&A Services (Dec 07, 2021 09:00 AM)

Taking Your Client Advisory Services to the Next Level with BI and Data Analytic Tools (Dec 07, 2021 10:35 AM)

Value Creation thru RPA (Dec 07, 2021 10:35 AM)

Cryptocurrency - Valuation and Reporting (Dec 07, 2021 10:35 AM)

The Playbook to Create a Business Financing Advisory Practice (Dec 07, 2021 10:35 AM)

BPO to CFO: Systemizing to Offer More to Clients (Part 1) (Dec 07, 2021 11:35 AM)

Client Onboarding: Standardizing and Customizing (Dec 07, 2021 11:35 AM)

Developing the Mindset to be a Successful Advisor (Dec 07, 2021 11:35 AM)

Building a CAS Curriculum within Your Firm (Dec 07, 2021 01:30 PM)

Being Intentional in Your Virtual Experience (Dec 07, 2021 01:30 PM)

What's Around the Corner: New Firm Roles (Dec 07, 2021 01:30 PM)

BPO to CFO: Systemizing to Offer More to Clients (Part 2) (Dec 07, 2021 03:15 PM)

AI Platforms are Growing Up (Dec 07, 2021 03:15 PM)

Enabling Assurance Technology Change in Your Firms (Dec 07, 2021 03:15 PM)

Mastering Your Sales & Use Tax Strategy in Today’s Landscape (Dec 07, 2021 03:15 PM)

Keynote: Digital CPA Update, The Great Accelerant (Dec 08, 2021 08:00 AM)

Emerging Advisory Services: ESG, SOC, Working Capital (Dec 08, 2021 09:00 AM)

Data Security in a Remote World (Dec 08, 2021 09:00 AM)

Insights from the CAS Firms' Assessments (Dec 08, 2021 09:00 AM)

Growth of Risk-Based Data Analytics Detecting Fraud (Dec 08, 2021 09:00 AM)

Guide to Annual Planning: A Framework for Helping Clients Achieve Business Goals (Dec 08, 2021 10:10 AM)

Remote Auditing: New Process, New Tools (Dec 08, 2021 10:10 AM)

Keynote: Finding Opportunity in Crisis: Becoming a Future-Ready Leader (Dec 08, 2021 11:10 AM)

Lunch & AICPA Town Hall (Dec 07, 2021 12:30 PM)

Roundtables: Overcoming Overwhelm (Dec 07, 2021 04:40 PM)

$37900
Standard Price
  • Thumbnail for Welcome and Announcements | Keynote: Remove Barriers to Reinvent the Client Experience
    Identification
    DCPA2104
    Date
    December 6, 2021

    Welcome to DCPA21! We are thrilled to be back together with this innovative community of practitioners! Join us at 2pm CT as we kick off the start of the main conference.


    Learn how to equip your organization and deliver what your clients most want and need as George Blankenship conveys animated stories of challenge, strategy and demonstrated results. How far do you need to go to change the way people think and act? With 30 years of strategy, retail and real estate experience, the former Tesla and Apple executive believes in order to develop brand loyalty and earn the trust of clients, organizations must first dedicate themselves to understanding the client experience.

    Blankenship captivates audiences and energizes them with the tools they need to remove barriers to innovation, deliver outstanding experiences, and create a culture of service excellence. His high-energy presentation inspires audiences to rethink the challenges that face leaders in a modern market and develop groundbreaking, client-centric strategies that will transform and elevate organizations into global icons.

    Objectives

    • Identify how barriers impact client experiences
    • Recall about some of the most innovative companies in the world’s innovation strategies
    • Analyze the client experience to elevate your brand

    Keynote

    Speaker Image for George Blankenship
    Former Tesla, Apple and GAP Inc. Executive
    $4900
    Standard Price
  • Thumbnail for Keynote: Profession Update, Adapt & Thrive: Leading Change in a Complex World
    Identification
    DCPA2105
    Date
    December 6, 2021

    The accounting and finance profession has always adapted during unprecedented times, and we are riding the momentum of our successes to leverage change to seize new opportunities. Together, the profession is taking steps to continue evolving and growing so we can thrive in the future. In this Profession Update, AICPA President & CEO Barry Melancon will explore the ways the accounting profession is adapting and thriving to lead the way in a complex world.

    Objectives

    • Recall an update on the profession’s most pressing issues
    • Identify key drivers to firm evolution
    • Recognize new opportunities for service lines

    Keynote

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Experiential Keynote: Foundations of Practical Futurism
    Identification
    DCPA2106
    Date
    December 6, 2021

    In a tech-driven world and business environment of accelerating change and increasing complexity, the ability to see and think like a futurist offers a growing strategic advantage. But “embracing the future” in business has too often meant succumbing to endless hype cycles, techno babble & wishful thinking. We offer a practical alternative: a solutions-oriented grounding in futures-thinking that cuts through the hype and gives leaders the tools to identify emerging opportunities/threats and to understand the future as a dynamic space for experimentation and learning.

    We combine principles and practices from the worlds of strategic foresight, social entrepreneurship, tech innovation, and design to create a unique introduction to envisioning the future and learning how to seize it.

    Objectives

    • Identify and evaluate weak signals and emerging trends as early indicators of coming change
    • Recall current signals relevant to the future of organization and industry
    • Distinguish between foresight and planning and understand the limitations of a planner’s mindset in an environment of high complexity
    • Assess uncertainty as a window into discovery and innovation

    Keynote

    Speaker Image for Pascal Finette
    Co-founder, be radical Group
    $4900
    Standard Price
  • Thumbnail for Keynote: Building the Future of Work
    Identification
    DCPA2107
    Date
    December 7, 2021

    MIT economist David Autor dives in to how machines and humans will work side-by-side. His research goes beyond theory, it identifies evolutionary trends in artificial intelligence (AI) and machine learning (ML) advancements to pinpoint the augmentation that is taking place. Do new technologies automate tasks and eliminate jobs – or do they augment human skills and create new work? The answer is YES! It is the and, not or.

    Autor breaks down how accounting & finance professionals will move up the value chain, identifies the new work that machines create, and explores how we have been automating ourselves for 200+ years. This session will clearly define what makes us more productive and which systems to capitalize on.

    Objectives

    • Recognize what new work will look like in the future
    • Identify how humans and machines will work together
    • Determine best uses of capital as it relates to AI investments

    Keynote

    Speaker Image for David Autor
    Ford Professor of Economics and Associate Head of the MIT Department of Economics, Massachusetts Institute of Technology
    $4900
    Standard Price
  • Thumbnail for Firm Productivity in the 21st century
    Identification
    DCPA2108
    Date
    December 7, 2021

    For over 2 decades the profession has been trying to solve the staffing question. As firm leaders are exploring the impact of flex work schedules and technology like RPA and AI augmenting the skills of our team, it is time to reframe the productivity question. In place of focusing on how to get more staff onboard to do more work, we should look at the structure and make up of our teams. What roles do technology play? What positions can be filled by non-accounting professionals? Where do we use bots and fractual staffing to level the peaks and valleys of busy seasons? Join this session to discuss these questions, and hear many other perspectives to reframe the productivity question of the 21st century.

    Objectives

    • Recall alternative options to create capacity within firms
    • Identify ways to reframe the question of productivity

    Speakers

    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    Speaker Image for Charles Weinstein
    CEO, Eisner Advisory Group LLC
    Speaker Image for Kurt Gresens
    Kurt Gresens, CPA, CMA, CGMA
    Managing Partner, Wipfli LLP
    $4900
    Standard Price
  • Thumbnail for Transforming the Audits of the Future
    Identification
    DCPA2109
    Date
    December 7, 2021

    Auditing has been digitized with the advent of paperless and cloud technology. Now it is time for a digital transformation. Some in the profession are developing a new vision of what auditing looks like. Remote audits are one aspect, but what about when it goes beyond that? In this session, we will discuss how the traditional team structure can change by leveraging technology, specialized skills, and preparing for continuous auditing opportunities. Join the discussion on leading the way to a new audit of the future, and where to begin.

    Objectives

    • Identify top data driven audit opportunities
    • Recognize data driven audit and data analytics in action

    Speaker

    Speaker Image for Alan Anderson
    Owner, Account-ability Plus
    $4900
    Standard Price
  • Thumbnail for How to Grow Your CAS Practice with FP&A Services
    Identification
    DCPA2110
    Date
    December 7, 2021

    In this session, we will examine the four levels of Gartner’s financial analytics maturity model and how to grow into higher value advisory services using this framework. Learn how financial planning and analysis (FP&A) technology can help firms deliver a full range of advisory services from: analytics to financial modeling (forecasting and budgeting), to strategic business planning for scaling your practice, to deepening client relationships, and growing revenue.

    Objectives

    • Identify the key elements of Gartner's financial analytics maturity model.
    • Recognize how Financial Planning & Analysis technology can be incorporated into your practice.
    • Recognize key client pain points that can drive deeper client relationships through FP&A solutions.
    • Analyze how to build advisory opportunities leveraging FP&A tools and methodologies.

    Speaker

    Speaker Image for David Miller
    Partner, Armanino LLP
    $4900
    Standard Price
  • Thumbnail for Taking Your Client Advisory Services to the Next Level with BI and Data Analytic Tools
    Identification
    DCPA2112
    Date
    December 7, 2021

    As advisors, we strive to improve our clients’ businesses with the financials we provide them. Yet many of us still spend the majority of our time calculating ratios and creating spreadsheets manually. This doesn’t leave the necessary amount of time in our day to advise our clients on how to improve their financial results at a holistic level. Business Intelligence (BI) and data analytics are invaluable tools for client advisors to gain insight and foresight. However, without digging into the numbers, your advisory clients still may feel they are not getting what they need from you. We can learn to create the value that our clients desire by clearly communicating and analyzing the meaning of financial data in a way that helps them succeed and thrive.

    During this session, be ready to learn from best in class vendors on how to dig into their KPI and Dashboard data in combination with Amy Vetter, CPA to help you learn how to take your advisory services to the next level with the communication techniques that will differentiate you from your peers. Be prepared to interact. We will generate questions you need to ask during an advisory engagement using the insights and analytics generated from automating these calculations through technology. Once we change how we create and deliver analytics, we can lift our value to our advisory clients as a strategic, highly valued partner whom they can’t imagine living without.

    Objectives

    • Identify technologies that automate the generation of data analytics and business intelligence to save time and provide deeper insights.
    • Recognize how to use effective questioning to engage clients and share high value data analytics and business intelligence insights that set your advisory services apart from the competition.

    Speakers

    Speaker Image for Amy Vetter
    CEO, The B3 Method Institute
    Speaker Image for Todd Robinson
    Head of Strategic Accounts, Vic.ai
    Speaker Image for Mike Triantos
    VP Sales and Marketing, Jirav
    $4900
    Standard Price
  • Thumbnail for Value Creation thru RPA
    Identification
    DCPA2113
    Date
    December 7, 2021

    Deloitte's 2020 global intelligent automation survey found 94% of global executives have started implementing robotic process automation (RPA) or will in the next 3 years. RPA can perform as a team member for rules based processes. As firms are performing back office functions for businesses, or consulting businesses on streamlining their accounting and finance functions, RPA should be part of the discussion. In this session, panelists will discuss the differences between using API and RPA to automate, as well as, how these tools get us closer to the zero day close. You will hear how RPA is becoming more accessible to firms of all sizes and not just firms with extensive technology teams.

    Objectives

    • Assess the case for the move to RPA and how to go about it with management.
    • Apply a general methodology regarding RPA that attendees can take to their own organizations or their clients on ways to evaluate and adopt RPA solutions.

    Speakers

    Speaker Image for Lesley Mast
    Firm Project Manager, Rea & Associates, Inc
    Speaker Image for Jotham Ty
    Founder and CEO, Gappify
    Speaker Image for Jim Bourke
    Managing Director Advisory Services, WithumSmith+Brown
    $4900
    Standard Price
  • Thumbnail for Cryptocurrency - Valuation and Reporting
    Identification
    DCPA2114
    Date
    December 7, 2021

    Cryptocurrency is hitting mainstream conversations, so it is no wonder valuations and reporting are emerging as services across the profession. Along with increased awareness and interest in cryptocurrency comes new use cases and applications. In this session, we will review updates in this field over the last year and discuss what is on the horizon for uses and accounting services to support the growth. Practitioners and consultants working in this niche space will share their point of view and how the profession should prepare to meet clients' cryptocurrency needs.

    Objectives

    • Recall the latest progress in the world of cryptoassets, including crypto on public company balance sheets, and how the accounting profession needs to prepare.
    • Identify the current crypto reporting challenges, and how to manage these on behalf of your firm and clients.

    Speakers

    Speaker Image for Ron Quaranta
    Founder and Chairman, Wall Street Blockchain Alliance
    Speaker Image for Jagruti Solanki
    Jagruti R. Solanki, CPA, CGMA, MBA
    CFO, Bitpay
    Speaker Image for Robert Graham
    Partner, Friedman, LLP
    $4900
    Standard Price
  • Thumbnail for The Playbook to Create a Business Financing Advisory Practice
    Identification
    DCPA2115
    Date
    December 7, 2021

    The CPA profession has played a critical role in helping small businesses achieve forgivable loans through the Paycheck Protection Program by leveraging new tools and capabilities. In this session, leaders from CPA.com and fintech company Biz2Credit will share how thousands of firms expanded their advisory services via the CPA Business Funding Portal to provide business relief for clients during economic recovery efforts.  CPA firm owner Andrea Parness  will share how she and her team leveraged the platform to create a successful application and forgiveness process. You'll hear from these experts exactly what steps firms have taken to make fintech a central part of their services for clients through PPP and loan forgiveness. They’ll also share best practices and insights on how your firm can expand into business financing advisory services to deliver greater value to clients beyond PPP.

    Objectives

    • Identify how firms leveraged the CPA Business Funding Portal to help clients receive PPP loans
    • Recognize how your firm can address specific needs clients may have when it comes to business financing and working capital
    • Identify best practices and insights on how your firm can expand into business financing advisory services long-term
    • Apply hands on knowledge in how to integrate future support opportunities into your current firm process

    Speakers

    Speaker Image for Andrea Parness
    Andrea Parness, CPA, CTC
    Owner, A. Parness Company CPA
    Speaker Image for Matthew West
    Director of FAAST Sales, BerganKDV
    $4900
    Standard Price
  • Thumbnail for BPO to CFO: Systemizing to Offer More to Clients (Part 1)
    Identification
    DCPA2116
    Date
    December 7, 2021

    Most CAS practices begin with offering BPO (business process outsourcing) services. This allows them to streamline procedures that foster collaboration between our staff and the clients, and have access to trust worthy data. Once this level of service is functioning well, it can be challenging to figure out how to make the next step up in value by selling virtual controller and virtual CFO engagements. These virtual advisory services seem more customized, creating the perception it cannot be systematized which prevents scalability. In part 1 of this 2 part session, we will discuss how to differentiate BPO from CFO services for staff and clients, how to develop CFO packages and pricing, and methods for creating a repeatable process for delivering virtual CFO services.

    Objectives

    • Identify ways to scale advisory services delivery
    • Identify methods for scaling your processes and technology

    Moderator

    Speaker Image for Matthew West
    Director of FAAST Sales, BerganKDV

    Speakers

    Speaker Image for Adam Hale
    Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
    Speaker Image for Jim French
    Founder & CFO, IFI Professionals
    $4900
    Standard Price
  • Thumbnail for Client Onboarding: Standardizing and Customizing
    Identification
    DCPA2118
    Date
    December 7, 2021

    The onboarding process can set the path for a successful relationship and reassure new clients they made the right choice in partnering with your firm. CAS teams are challenged with standardizing and systemizing the process to improve efficiency and profitability while simultaneously making it feel personalized to each client. In this session, we will discuss best practices in client onboarding. Providing a high quality, organized onboarding experience for clients starts the relationship on the right foot and sets your team up for success.

    Objectives

    • Identify onboarding best practices, including hands-on tips
    • Recognize the importance of client communication and setting expectations during the early stages of an engagement to set the stage for successful partnerships

    Speakers

    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for Elinor Litwack
    Partner, Outsourced Accounting & Advisory Services, GRF CPAs and Advisors
    $4900
    Standard Price
  • Thumbnail for Developing the Mindset to be a Successful Advisor
    Identification
    DCPA2119
    Date
    December 7, 2021

    Over the last 2 years, we saw an increased demand and growth of advisory services, yet not every accounting professional is ready to lead with advisory instead of compliance. Many hold back offering high value advisory services over concerns of inadequacy or failure. Those with a growth mindset, welcome opportunities to grow and learn and don’t see failure as a condemnation of themselves, but as a learning opportunity. Our mindset influences our ability to see opportunities, offer a fresh perspective, earn trust, and problem solve, all of which we need to build a new advisory services and bring value to clients. In this session, we will discuss the various types of mindsets and how to intentionally make a shift so we can offer clients the services they need most.

    Objectives

    • Identify ways to shift from mindsets that hold professionals back from confidently offering advisory services
    • Identify the attributes of mindsets that can create successful advisors

    Speaker

    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    $4900
    Standard Price
  • Thumbnail for Lunch & AICPA Town Hall
    Identification
    DCPA21NS10
    Date
    December 7, 2021

    Join this Special Edition AICPA Town Hall, Live from Digital CPA.

    The AICPA Town Hall is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact news broadcast series that delivers accounting and finance professionals with the latest news, analysis, insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business.

    Objectives

    • Recognize the most pressing issues and latest news facing the profession
    • Recall the fundamentals of various programs/tax provisions and recent AICPA recommendations
    • Identify key issues and technical analysis
    • Identify best practices and strategies to navigate complex business and accounting/finance management issues

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Lindsay Stevenson
    Chief Transformation Officer, BPM LLP
    Speaker Image for Pascal Finette
    Co-founder, be radical Group
    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    $4900
    Standard Price

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