Thumbnail for 2022 Digital CPA Conference

2022 Digital CPA Conference



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Packages Display Packages

This includes sessions from the conference: 2022 Digital CPA Conference

Sessions Included:

Keynote: Future in Focus, Leadership Insights for the Road Ahead (Dec 05, 2022 03:30 PM)

Inspiring Innovation and Leading Transformation (Dec 06, 2022 09:00 AM)

Holding Client Relationship Managers (the function, not a person’s title) Partners Accountable to Doing Their Job (Dec 06, 2022 09:00 AM)

DAS – Where is it today and what does the future look like? (Dec 06, 2022 09:00 AM)

Beyond the Numbers Going Beyond Financials (Dec 06, 2022 09:00 AM)

How BI, Automation, and Data-Analytics can be leveraged by all Sized Firms (Dec 06, 2022 10:15 AM)

Growing CAS within a Full Service Traditional Firm (Dec 06, 2022 10:15 AM)

Building Cyber Advisory Services (Dec 06, 2022 11:40 AM)

From Transactional to Relational: The Concierge CPA (Dec 06, 2022 10:15 AM)

Data Analytics Advisory & Accounting (Dec 06, 2022 11:40 AM)

Insights from the 2022 CAS Benchmark Survey (Dec 06, 2022 11:40 AM)

Foundations of a Crypto Practice (Dec 06, 2022 10:15 AM)

Data Analytics - Improve Audits and Add Revenue Streams (Dec 06, 2022 01:30 PM)

Macroeconomic Trends and Small Business Advisory in 2023 (Dec 06, 2022 01:30 PM)

Creating CAS Client Personas for Service Delivery Success (Dec 06, 2022 01:30 PM)

Automating Processes and Workflows with AI, RPA and API (Dec 06, 2022 01:30 PM)

Applying Data Analytics to Tax Services (Dec 06, 2022 03:00 PM)

Recruiting, Building and Managing an Offshore team (Dec 06, 2022 03:00 PM)

Enabling Growth by Culling Wrong Fit Clients (Dec 06, 2022 03:00 PM)

Breaking Down the Deliverables of CFO Services (Dec 06, 2022 03:00 PM)

AICPA Town Hall (Dec 06, 2022 03:00 PM)

Keynote: Digital CPA Update (Dec 07, 2022 08:00 AM)

Overcoming Change Obstacles Through Change Leadership (Dec 07, 2022 09:00 AM)

Enabling Insights Through Agile Finance (Dec 07, 2022 09:00 AM)

De-Commoditizing Audit and Tax Services (Dec 07, 2022 09:00 AM)

Implementing Client Facing FP&A Tools (Dec 07, 2022 09:00 AM)

How to Maintain Culture in a Remote World (Dec 07, 2022 10:10 AM)

Leveraging Project Management Best Practices to Enhance Client Service (Dec 07, 2022 10:10 AM)

Upskilling Professionals to Deliver CAS 2.0 (Dec 07, 2022 10:10 AM)

Digital Marketing: Incorporating Marketing Strategy and Analytics (Dec 07, 2022 10:10 AM)

$37900
Standard Price
  • Thumbnail for Keynote: Future in Focus, Leadership Insights for the Road Ahead
    Identification
    DCPA2202
    Date
    December 5, 2022

    The accounting and finance profession has a long history of adapting and leading through economic tumult. The past few years have challenged practitioners, and the business clients they serve, perhaps like no other time in modern history. Yet once again, firms have demonstrated a remarkable resiliency. For most firms the path has revealed itself. For most firms, the future is in focus—and while it is filled with its share of challenges, it is also filled with opportunity. Some would even say it is the Golden Era of the Trusted Advisor…

    Join the foremost leading voices at the intersection of small business and the accounting profession as they share their insights for the road ahead:

    • Erik Asgeirsson, President, and CEO, CPA.com 
    • Barry Melancon, President, and CEO, AICPA
    • Rene Lacerte, President and CEO, BILL

    Objectives

    • Recall an update on the profession’s most pressing issues
    • Identify key drivers to firm evolution
    • Recognize top trends of SMBs and new opportunities to serve clients

    Speakers

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for René Lacerte
    Founder, CEO, BILL
    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    $4900
    Standard Price
  • Thumbnail for Inspiring Innovation and Leading Transformation
    Identification
    DCPA2205
    Date
    December 6, 2022

    Innovation could be a tactical strategy in accounting firms of all sizes, from start-ups to mid-size and large firms. How do we use innovation as a tool and mindset to not only solve specific short-term problems but also to retain talent and create lasting impact in the long run? As leaders of the accounting and tax world, what are the specific actions to drive innovation?

    Objectives

    • Identify the attributes of an innovator and what women bring to the table
    • Recall techniques to influence change
    • Apply innovation to improve the status quo

    Speakers

    Speaker Image for Lindsay Stevenson
    Chief Transformation Officer, BPM LLP
    Speaker Image for Jim Bourke
    Managing Director Advisory Services, WithumSmith+Brown
    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Phuong Dung Nguyen
    Phuong Dung P. Nguyen, CPA/PFS, MPA
    Founder & CEO, Yogi CPA
    $4900
    Standard Price
  • Thumbnail for Holding Client Relationship Managers (the function, not a person’s title) Partners Accountable to Doing Their Job
    Identification
    DCPA2206
    Date
    December 6, 2022

    Those who manage client relationships (CRMs) are all over the board in how they do their job. Some consider themselves as a Trusted Advisor or a Business General Contractor bringing necessary resources to the client to help him/her/them fulfill their company’s goals. Other CRMs simply control access to what services or products their clients will be introduced to, often only introducing those they are comfortable performing. The CRM role is a critical and essential role in the firm, and most partners do not embrace the role. Yet it is a coveted role because it is usually tied to money … and unfortunately, due to poor execution, entitlement without performance. This session will discuss what actions a firm can take to ensure their CRMs perform as CRMs.

    Objectives

    • Distinguish the role of a Client Relationship Manager (function not title)
    • Select a list of fundamentals a CRM must fulfill
    • Analyze how your compensation system may be undermining the performance of this role
    • Identify how your accountability and compensation system need to work in harmony to create the necessary change management to ensure that your CRMs perform as CRMs.

    Speakers

    Speaker Image for William Reeb
    CEO, Succession Institute, LLC
    Speaker Image for Tommye Barie
    Partner, Succession Institute, LLC
    $4900
    Standard Price
  • Thumbnail for DAS – Where is it today and what does the future look like?
    Identification
    DCPA2207
    Date
    December 6, 2022

    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.

    Speakers

    Speaker Image for Scott Epstein
    Chief Product Officer, Caseware
    Speaker Image for Ericka Racca
    Director, Audit Professional Services, CPA.com
    Speaker Image for Karl Busch
    Senior Director - Product Management - Dynamic Audit Solution, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Beyond the Numbers Going Beyond Financials
    Identification
    DCPA2208
    Date
    December 6, 2022

    Become the Financial Storyteller of the business by going Beyond the Numbers.

    This session will teach you to leverage the power of engaging narrative and effective visuals so you can stand out from the crowd. You’ll learn methods for reliably and efficiently creating presentations that can move audiences to embrace your big ideas, increasing your influence and accelerating your strategic planning. No more boring month end close meetings!

    Objectives

    • Apply confidence in analyzing your audience and deliver numbers that resonate Beyond Financials
    • Determine how to distill complex information into a compelling Story of the Business
    • Analyze how to think like a Financial Storyteller and apply context, trends, benchmarks, unity, and flow
    • Distinguish ways to generate unique ideas and actions every time you present to clients
    • Identify what makes a visually powerful slide, story or deliverable

    Speaker

    Speaker Image for Dixie McCurley
    Partner, Client Accounting Services, Cherry Bekaert Advisory LLC
    $4900
    Standard Price
  • Thumbnail for How BI, Automation, and Data-Analytics can be leveraged by all Sized Firms
    Identification
    DCPA2209
    Date
    December 6, 2022

    Accountants are increasingly being expected to add more and more value to their clients. One of the fastest growing ways to do this is through the use of BI, Automation, and Data Analytics. Accountants can use these tools to help their clients uncover valuable insights in their financials, identify process improvements that can save money, and evaluate overall performance. But how do you get started?

    In this session, you will learn how to get started with BI, Automation, and Data Analytics and ways to bring value to your clients.

    Objectives

    • Recall what BI, Automation, and Data Analytics is.
    • Identify the different types available to all sized firms.
    • Recognize how firms of all sizes implement BI, Automation, and Data Analytics to be successful

    Speaker

    Speaker Image for Dan Macintosh
    Chief Growth Officer/Shareholder, Brady Martz and Associates
    $4900
    Standard Price
  • Thumbnail for Growing CAS within a Full Service Traditional Firm
    Identification
    DCPA2210
    Date
    December 6, 2022

    Client Advisory Services (CAS) is the fastest growing practice area for many firms. Building on the foundation of cloud-based outsourced client accounting services over the past decade, CAS has quickly become a high demand, high value opportunity for firms to deepen client relationships and expand share of wallet with clients within vertical niches. Because CAS looks quite a bit different than traditional services such as tax and audit in terms of client service delivery and performance metrics, it has challenged the status quo of how CPA firms package, price, and position themselves with clients. In this session, we’ll explore trends, best practices, and change strategies for firms to optimize their delivery of CAS services, re-orient client relationship management philosophy, and evaluate practice area performance differently.

    Objectives

    • Recall the CAS transformation & practice maturity model of CAS offerings
    • Identify & assess impediments to growing CAS within traditional firm structures
    • Recognize best practices to navigating internal CAS growth impediments
    • Recall change management techniques required to execute a CAS strategy

    Speakers

    Speaker Image for Kalil Merhib
    Executive Vice President, Growth & Professional Services, CPA.com
    Speaker Image for Nicole Ksiazek
    Director, SIAP Strategy and Sales, Sage
    Speaker Image for Sharon Berman
    Principal, Rehmann
    Speaker Image for Tommye Barie
    Partner, Succession Institute, LLC
    $4900
    Standard Price
  • Thumbnail for Foundations of a Crypto Practice
    Identification
    DCPA2211
    Date
    December 6, 2022

    With crypto becoming more prominent, and global market caps now well over $2 trillion, accounting firms are grappling with how to support clients evolving needs as it relates to digital assets.  As they begin considering how best to introduce a digital asset practice area, CPA firms can categorize crypto support into tiers based on the company’s level of knowledge about blockchain and digital assets--from complete novice activities to more sophisticated instances.  They can then decide which tiers provide the best opportunities for the firm to add value.  In this session, crypto experts will review the new tiered approach to building a crypto practice, and practitioners operating in each of the tiers will discuss how they are delivering services as well as the steps their firm took to building out the new service line. 

    Common questions will be answered:

    • What are the types of crypto use cases that clients can be expected to present?
    • From a service perspective, valuations and reporting of crypto have been known to be challenging in the past (data normalization, disparate data sources, etc).  How has valuation and reporting of crypto evolved?  What challenges remain?
    • What are the tools necessary to perform crypto valuation and reporting services
    • What is on the horizon for new uses cases (payments, CBDC, Stablecoins, DeFi, NFTs, etc.) and what can the profession do to prepare?
    • How do firms evolve their practices, what existing service lines could meet crypto client needs, and how would they be offered?
    • How do you vet a crypto client to determine whether they are a good fit for your practice?

    Objectives

    • Identify the 3 tiers of a crypto practice
    • Select the tools necessary for crypto valuation and reporting
    • Recognize how to evolve service lines to meet client needs

    Speakers

    Speaker Image for Ron Quaranta
    Founder and Chairman, Wall Street Blockchain Alliance
    Speaker Image for Jeremiah LaRue
    Product Marketing Manager, CPA.com
    Speaker Image for Robert Graham
    Partner, Marcum LLP
    Speaker Image for Nate Shubert
    Partner, EisnerAmper
    $4900
    Standard Price
  • Thumbnail for From Transactional to Relational: The Concierge CPA
    Identification
    DCPA2212
    Date
    December 6, 2022

    The world is moving from products and services to subscriptions, favoring access and transformations over ownership and deliverables. The advantages of a subscription model are many, including: Predictable revenue; not selling services, but creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; collective knowledge of your customers, which is a competitive advantage that cannot be duplicated; the customer relationship is at the center of the firm; not pricing a product or service, but rather a series of customer transformations; and it is easier to predict demand and plan capacity more effectively. It provides peace of mind, convenience, recurring value, and a frictionless experience for the customer.

    Implementing a subscription business model for firms is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is, exactly, that customers value and what you are asking them to pay for. Join Ron Baker, founder of VeraSage Institute, for a thought-provoking session on why and how the subscription business model will be the firm of the future.

    Objectives

    • Identify the new accounting information and KPIs to represent the economics of a subscription business
    • Recognize how to "pluss" your offering—only uncommon services command premium pricing

    Speaker

    Speaker Image for Ron Baker
    Founder, VeraSage Institute
    $4900
    Standard Price
  • Thumbnail for Data Analytics Advisory & Accounting
    Identification
    DCPA2213
    Date
    December 6, 2022

    CAS is maturing and going to the next level with financial, non-financial and industry specific metrics. 

    Are you prepared to deliver this higher value insight to your clients and differentiate your offerings? 

    Learn how you can take traditional metrics one step further and tools you can utilize to help on the journey.

    Objectives

    • Determine ways to expand traditional metrics by utilizing data analytics
    • Apply data analytics across your client base to provide value added services
    • Identify the various technology tools available to deliver the desired result

    Speakers

    Speaker Image for Kane Polakoff
    Principal, Client Advisory Services Practice Leader, CohnReznick
    Speaker Image for Brian Singleton
    Director, FORVIS
    $4900
    Standard Price
  • Thumbnail for Insights from the 2022 CAS Benchmark Survey
    Identification
    DCPA2215
    Date
    December 6, 2022

    During this session we will share findings and data from the 2022 CAS Benchmark Survey, discussing results and trends in client advisory services that the survey data supports.

    Objectives

    • Distinguish the methodology of the CAS Benchmark Survey, including it's limitations
    • Compare insights into the results of the benchmark study
    • Identify and discuss trends in CAS, and how the survey data supports these trends
    • Select findings from the 2022 CAS Benchmark Survey to prompt conversation within your CAS practice

    Speakers

    Speaker Image for Amy Bridges
    Senior Manager, Professional Services, CPA.com
    Speaker Image for Nina Chmura
    Partner, WithumSmith+Brown
    $4900
    Standard Price
  • Thumbnail for Building Cyber Advisory Services
    Identification
    DCPA2216
    Date
    December 6, 2022

    As trusted advisors, clients look to their CPAs for countless business needs, including cybersecurity. Explore supporting this need with cyber advisory services in this session. Discover how to make the most of tools, resources and providers to develop this rapidly growing service area in your firm. We’ll start from the beginning with a look at the service offerings included in cyber advisory services, spotlight potential opportunities, and hear about solutions from technology providers.

    Objectives

    • Recognize opportunities available to firms in the cyber advisory space
    • Identify solutions firms can leverage when implementing cyber advisory services

    Speakers

    Speaker Image for Kari Hipsak
    Kari L. Hipsak, CPA, CGMA
    Senior Manager - Firm Services, AICPA & CIMA
    Speaker Image for Steven Ursillo
    Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity, Cherry Bekaert
    Speaker Image for Justin Beals
    CEO and Cofounder, Strike Graph
    Speaker Image for Jin Chang
    CEO, Fieldguide
    $4900
    Standard Price
  • Thumbnail for Data Analytics - Improve Audits and Add Revenue Streams
    Identification
    DCPA2217
    Date
    December 6, 2022

    Data analytics has been around for decades, but only recently has the auditing profession begun to harness the power of using data and analytics to their advantage. From Understanding the Entity to reducing sample sizes in revenue detail testing, the opportunities are everywhere. In this session, we'll go over some practical ways to use data, analytics, auditor judgment and the audit process to realize significant benefits to your audits. 

    Objectives

    • Recognize the recent capabilities of tools and audit standards to bring both higher quality and increased efficiency to your audits
    • Identify creative use cases of how to apply data analytics to the planning phases of the audit specifically as they relate to understanding the entity and inherent risk assessment

    Speakers

    Speaker Image for Karl Busch
    Senior Director - Product Management - Dynamic Audit Solution, AICPA & CIMA
    Speaker Image for Jonathan Kraftchick
    Partner, Cherry Bekaert
    $4900
    Standard Price
  • Thumbnail for Macroeconomic Trends and Small Business Advisory in 2023
    Identification
    DCPA2218
    Date
    December 6, 2022

    Two topics have been top-of-mind lately for many CPAs, especially if you work with small business owners: recession and rising costs. In this session, industry experts and practitioners will explain how economic conditions and trends are impacting small businesses, as well as how to leverage this knowledge and play the role of a trusted business advisor to your clients. You’ll learn actionable steps to help mitigate risk and hedge against a recession and rising costs. Plus, learn what a changing technology landscape may mean for your firm’s relationship with its small business clients in the year ahead.

    Objectives

    • Determine how current economic conditions are affecting small businesses
    • Identify risk management and financing advisory strategies that can protect clients from rising costs
    • Analyze examples of CPA firms providing financing advisory services to clients today
    • Apply advancements in small business technology needed to support clients through economic volatility

    Speakers

    Speaker Image for Michael Tryon
    Head of Strategic Partnerships, Biz2Credit
    Speaker Image for Jeremiah LaRue
    Product Marketing Manager, CPA.com
    Speaker Image for Chase Birky
    CEO & Co-Founder, Dark Horse CPAs
    Speaker Image for Travis Miskowitz
    Partner, Wiss & Company
    $4900
    Standard Price
  • Thumbnail for Creating CAS Client Personas for Service Delivery Success
    Identification
    DCPA2219
    Date
    December 6, 2022

    As clients’ Finance and Accounting needs are becoming more complex, it’s imperative to understand their needs to deploy the correct deliverable for their engagement. In this class, we’ll discuss the client type(s), meet the client where they exist, define the deliverable of CASH FLOW, STAFFING, FINANCIAL PERFORMACE, CLINICAL DATA, PREPPING FOR SALE depending on persona, and other new emerging situations we are beginning to see. In this course, we’ll take a pragmatic approach to how to custom fit the CAS engagement by persona and how to effectively right size their engagement for service delivery success.

    Objectives

    • Determine how to position CAS services to address clients' needs, while keeping within your firm’s bandwidth & skill set
    • Identify how to assess the persona type and propose (or right size) the engagement
    • Analyze CASE STUDIES on how different personas impact and advance the engagement
    • Apply Business Development Skills to set proper engagement and delivery expectations

    Speaker

    Speaker Image for Matthew West
    Director of FAAST Sales, BerganKDV
    $4900
    Standard Price

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