AICPA & CIMA ENGAGE 2023
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Packages Display Packages
This includes sessions from AICPA & CIMA ENGAGE 2023:
- Advanced Accounting and Auditing 2023
- Advanced Estate Planning 2023
- Advanced Personal Financial Planning 2023
- Corporate Finance 2023
- EDGE Career Development 2023
- Practitioners 2023
- Tax Strategies for the High-Income Individual 2023
- TECH+ 2023
Sessions Included:
Investing Beyond the Cycle: A Guide to the Markets | Preceded by the PFP Distinguished Service Award (Jun 05, 2023 09:30 AM)
Individual Tax Update (Jun 05, 2023 09:30 AM)
Unlocking the Magic: The Secret to Creating Teams that Flourish (Jun 05, 2023 09:30 AM)
Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 05, 2023 09:30 AM)
TECH Update (Jun 05, 2023 09:30 AM)
Economic & Financial Market Update (Jun 05, 2023 09:30 AM)
AICPA Update: Transforming the Global Profession (Jun 05, 2023 09:30 AM)
How to Keep Your Practice Running Smoothly (Jun 05, 2023 11:15 AM)
5 Years Before and 5 Years After Retirement (Jun 05, 2023 11:15 AM)
Social Security Compared to Annuities - Income Streams (Jun 05, 2023 11:15 AM)
The Trials and Tribulations of the Passthrough Entity Tax Regime (Jun 05, 2023 11:15 AM)
Podcasting in Tax (Jun 05, 2023 11:15 AM)
ESG and tax - a natural intersection (Jun 05, 2023 11:15 AM)
1031 exchanges (Jun 05, 2023 11:15 AM)
Accelerating Your Career When You're Already a "Rising Star" (Jun 05, 2023 11:15 AM)
Philanthropic Vehicle Roulette Wheel: DAFs, Private Foundations, Supporting Organizations (Jun 07, 2023 03:30 PM)
Valuation issues in Estate Planning (Jun 05, 2023 11:15 AM)
Accounting/SEC Update (Jun 05, 2023 11:15 AM)
Welcome to the Metaverse! (TCH, FIN) (Jun 05, 2023 11:15 AM)
Investing in Real Estate: An Overview for Asset Allocators Looking to Advise Your Clients on this Asset Class (Jun 07, 2023 02:00 PM)
Navigating Uncharted Opportunities with AI and Personal Financial Planning (Jun 05, 2023 01:30 PM)
Fan the Flames: Grow Your Practice By Understanding the Needs of the FIRE Community (Jun 05, 2023 01:30 PM)
Partner Divorce and Retirement - Breaking Up is Hard to Do (Jun 05, 2023 01:30 PM)
Coping with Pipeline Pressures (Jun 05, 2023 01:30 PM)
Grantor Trust Compliance: More Issues Than You May Think (Jun 08, 2023 01:30 PM)
Accountant Support: Steal These Automations (Jun 05, 2023 01:30 PM)
The Cyber Attack Scouting Report: Trends in Breaches and Cybersecurity (Jun 05, 2023 01:30 PM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice (Jun 05, 2023 01:30 PM)
Small Firm Succession - Are you ready for the next wave of M&A? (Jun 05, 2023 01:30 PM)
Scaling Your Firm with Video (Jun 05, 2023 03:00 PM)
Getting Compensated for Your Work as a Trusted Advisor (Jun 05, 2023 01:30 PM)
Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)
Implementing SECURE - Individuals Beneficiaries (EST, TAX) (Jun 05, 2023 01:30 PM)
Asset Allocation and Asset Location (Jun 05, 2023 03:00 PM)
Quantifying the impact of Tax Planning (Jun 06, 2023 09:30 AM)
Real-World Ransomware Incident and the Lessons Learned - Live Demo (Jun 05, 2023 03:00 PM)
Navigating Retirement: Strategies for Managing Risks and Expenses (Jun 05, 2023 03:00 PM)
Paying for Long Term Care - Using Trusts for Planning Around Shortfalls in LTC Resources (Jun 05, 2023 03:00 PM)
Taxes, Tools and Tactics: Tips for Managing Art, Jewelry and Valuable Collections (Jun 05, 2023 01:30 PM)
Partnership Tax Update (Jun 05, 2023 03:00 PM)
PIGS and PALS (Jun 05, 2023 03:00 PM)
Let's Talk about Trust (Jun 05, 2023 03:00 PM)
Secure Act - Trusts as Retirement Plan Beneficiaries (Jun 05, 2023 03:00 PM)
Asset Protection with Trusts (Jun 05, 2023 03:00 PM)
Drive Value Through Analytics to Improve Risk Posture (Jun 05, 2023 03:00 PM)
Riding the Waves of Transformation-- insights and actions from Future of Finance Project (Jun 05, 2023 03:00 PM)
Partner Agreement Horror Stories, and How to Avoid Them (Jun 07, 2023 03:30 PM)
M&A Best Practices for both the Aquirer and Acquiree (Jun 05, 2023 03:00 PM)
How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA) (Jun 05, 2023 03:00 PM)
Planning for Estates Under $10 Million (EST, TAX) (Jun 05, 2023 03:00 PM)
Take Your Office 365 ROI to the Next Level (PRAC, TCH) (Jun 05, 2023 03:00 PM)
ASB/ARSC Update (Jun 06, 2023 08:00 AM)
Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN) (Jun 06, 2023 08:00 AM)
ETFs versus Mutual Funds (Jun 06, 2023 09:30 AM)
Divorce Planning (Jun 06, 2023 01:35 PM)
Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables (Jun 06, 2023 09:30 AM)
Authentic Intelligence: The AI for Navigating the Transition to Retirement (Jun 07, 2023 02:00 PM)
A Skeptic's Guide to Life Insurance (Jun 06, 2023 09:30 AM)
Planning to Exit - Sale of the Family Business Toolkit (Jun 06, 2023 09:30 AM)
Foreign Trust Issues (Jun 06, 2023 09:30 AM)
Thinking Out Loud – Cutting Edge Ideas, Practical Applications and Issues (Jun 08, 2023 03:00 PM)
Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part I (Jun 06, 2023 09:30 AM)
You Want me to Certify What?! (Jun 06, 2023 10:35 AM)
Lease Standard (ASC 842): Lessons Learned (Jun 06, 2023 09:30 AM)
Reimagining Your Future (Jun 06, 2023 12:30 PM)
Estate Planning for the Greying Divorce (EST, TAX) (Jun 06, 2023 09:30 AM)
Planning in Advance of the 2025 Sunset of the TCJA, (TAX, EST) (Jun 06, 2023 09:30 AM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Leverage Tax Data and Technology to Deliver Business Insights and Reduce Tax Exposure (TCH, PRAC) (Jun 06, 2023 09:30 AM)
Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)
Information Ecosystems: Automate and integrate your Processes, Technology and Data like an Engineer (TCH, FIN) (Jun 06, 2023 09:30 AM)
Alternative Investments within an Evidence-Based Investing Framework (Jun 06, 2023 10:35 AM)
Recent Developments in the Wealth Management M&A landscape and What Buyers and Sellers Should be Considering (Jun 06, 2023 12:30 PM)
Ask me Anything About Social Security (Jun 08, 2023 01:30 PM)
Risk Management for Business Owners (Jun 06, 2023 10:35 AM)
SSTS revisions (Jun 06, 2023 09:30 AM)
Fiduciary Accounting Income: Who Gets the Cash? (Part 1) (Jun 06, 2023 10:35 AM)
The 3 Elements of Effective Environment Team Communication (Jun 05, 2023 11:15 AM)
Creative Ways of Using SLATs and Other Ways of Using the Exemption (Jun 06, 2023 10:35 AM)
The Secrets of Top Performing CAS Practices (CAS Benchmark Survey 2022 Results) (Jun 06, 2023 10:35 AM)
Accelerating Digital Adoption and Capabilities – the Business Case (and Business Return) (Jun 06, 2023 10:35 AM)
Ethics Update - A Peek at PEEC (Jun 06, 2023 10:35 AM)
Blockchain (Jun 06, 2023 10:35 AM)
Partnership Accounting Issues (Jun 06, 2023 12:30 PM)
Analytical Procedures during Unstable Economic Conditions (Jun 06, 2023 10:35 AM)
Five Things to STOP Doing In Your Firm (Jun 06, 2023 10:35 AM)
Helping a Client Navigate the Sale of their Business (PFP, EST) (Jun 06, 2023 10:35 AM)
Transferring the Family Vacation Home (EST, TAX) (Jun 06, 2023 10:35 AM)
Driving Firm Profitability (PRAC, CPAFMA) (Jun 06, 2023 10:35 AM)
How To Take Control of Your Mental Health (FIN, EDG) (Jun 06, 2023 10:35 AM)
AI and Investments (Jun 06, 2023 12:30 PM)
How to Create & Profitably Operate a Next Gen Practice (Jun 07, 2023 03:30 PM)
Too Few Dollars, Too Much Life (Jun 06, 2023 12:30 PM)
Cash is King! Maximizing Credits, Especially the New Energy and Environmental Credits (Jun 06, 2023 12:30 PM)
Distributable Net Income: DNI Is Slightly Less Complicated Than DNA (Part 2) (Jun 06, 2023 12:30 PM)
Taxation of Real Estate Transactions (Jun 06, 2023 12:30 PM)
Advising Clients on the Choice of Business Entity (Jun 06, 2023 12:30 PM)
How to Create Compelling Content and Become a Thought Leader (Jun 06, 2023 12:30 PM)
Intro to Data Governance and IT Risk Management (Jun 06, 2023 12:30 PM)
Profits are a Dream, but Cash is a Reality (Jun 06, 2023 12:30 PM)
Challenges Faced by Controllers in Small Businesses Panel (Jun 06, 2023 12:30 PM)
Group Audits - Consolidating your Knowledge (Jun 06, 2023 12:30 PM)
Cash - and Tax - Basis Financial Statements (Jun 06, 2023 12:30 PM)
Building Your Client Experience (Jun 06, 2023 12:30 PM)
Who Is Going To Do All This Work? (Jun 06, 2023 12:30 PM)
IRA/Retirement Account Update (EST, PFP) (Jun 06, 2023 12:30 PM)
SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (NAA, TCH) (Jun 06, 2023 12:30 PM)
Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)
Fine Wine as an Investment and Asset (Jun 06, 2023 01:35 PM)
Podcasting: An Effective Communication Tool to Gain Credibility and Clients in a Noisy World (PFP, PRA) (Jun 06, 2023 01:35 PM)
Retirement Best Ideas (Jun 06, 2023 01:35 PM)
Optimizing Risk Management Across the Business Life Cycle (Jun 06, 2023 01:35 PM)
K-2 and K-3 Update (Jun 06, 2023 01:35 PM)
Is Use of Artificial Intelligence (ChatGPT) Fit for Tax Practice? (Jun 06, 2023 01:35 PM)
Seeking and Receiving Performance Feedback (Jun 06, 2023 01:35 PM)
The Art of Collaboration (Jun 06, 2023 01:35 PM)
Maximizing the Value of Existing Life Insurance – How to Answer Client Questions (Jun 06, 2023 01:35 PM)
Goblins Lamentation List: Unscrambling "Installment Obligations" (Jun 06, 2023 01:35 PM)
Inspector Gadget (Jun 06, 2023 01:35 PM)
Agile Budgeting and Forecasting Tools and Techniques (Jun 06, 2023 01:35 PM)
Core Communication Skills (Jun 06, 2023 01:35 PM)
Fireside Chat (Jun 06, 2023 01:35 PM)
How to start a SOC practice (Jun 06, 2023 01:35 PM)
Life in a peitri dish. What's your culture? (Jun 06, 2023 01:35 PM)
Current Strategies and Future Trends for Funding a Good Retirement (Jun 05, 2023 11:15 AM)
Leading Human Organizations (Jun 06, 2023 01:35 PM)
Advanced Education Tax Planning: From 529 Plans to Student Loan Forgiveness (TAX, PFP) (Jun 05, 2023 03:00 PM)
Planning with Grantor Trusts (TAX, EST) (Jun 06, 2023 01:35 PM)
Tax Smart Charitable Giving, Especially with Retirement Assets (TAX, EST) (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
Should Advisors Embrace Direct Indexing? (Jun 07, 2023 11:00 AM)
Legacy Planning & Coaching (Jun 07, 2023 11:00 AM)
Pension/Profit Sharing Plan Ideas for Small Business (Jun 07, 2023 11:00 AM)
Utilizing Risk Management to Backstop a Financial Plan (Jun 07, 2023 11:00 AM)
Multi-Disciplinary Teaming in Tax Advisory Services (Jun 07, 2023 11:00 AM)
Where are we now with Sec. 174 R&E expenses? (Jun 08, 2023 08:00 AM)
Digital Body Language: Punctuation, Channels, and Emojis, Oh My! (Jun 06, 2023 09:30 AM)
Expanding Capacity through our Shared Humanity (Jun 07, 2023 11:00 AM)
Speed Round - SECURE in Small Bites (Jun 07, 2023 11:00 AM)
Post-mortem tax planning (Jun 07, 2023 11:00 AM)
Estate and Gift Audit/Litigation Issues (Jun 07, 2023 11:00 AM)
Charitable Giving with Noncharitable Trusts (Jun 07, 2023 11:00 AM)
Collaborate to Elevate: Boost Efficiency with Digital Collaboration Using Teams (Jun 07, 2023 11:00 AM)
Creating a Vertical Stack (Jun 07, 2023 11:00 AM)
The Global Management Accounting Principles 2.0 (Jun 07, 2023 11:00 AM)
Quality Management (Jun 07, 2023 11:00 AM)
Business Combinations – Getting the Accounting and Fair Value Measurement Right (Jun 07, 2023 11:00 AM)
Top Accounting & Auditing FAQs (Jun 07, 2023 11:00 AM)
GROW Shouldn't Be a 4-Letter Word (Jun 08, 2023 03:00 PM)
Partner Unity & Accountability (Jun 05, 2023 11:15 AM)
Building a successful CPA/Wealth Management Partnership (PFP, TAX) (Jun 07, 2023 11:00 AM)
The Bitcoin Breakdown: A Current Perspective on Digital Assets (Jun 05, 2023 01:30 PM)
Ask Me Anything about Financial Planning (Jun 08, 2023 03:00 PM)
How to Retire Overseas -- Retire In Luxury On a Pensioners Budget (Jun 06, 2023 09:30 AM)
"It's All Foreign to Me" - A General Practitioner's Guide to Foreign Tax Compliance (Jun 07, 2023 02:00 PM)
Taxation of Digital Assets: Acquiring, Owning and Disposing of Crypto Assets and NFTs (Jun 07, 2023 02:00 PM)
Succession Planning - A Young Owner's Perspective (Jun 07, 2023 02:00 PM)
Advanced Building Blocks of Estate Planning – Strategies to Mitigate, Eliminate, Postpone, or Satisfy the Estate Tax Liability (Jun 07, 2023 02:00 PM)
Allocating gains to DNI (Jun 06, 2023 09:30 AM)
The Path to CFO Panel (Jun 07, 2023 02:00 PM)
Trends and Techniques in Budgeting and Forecasting (Jun 07, 2023 02:00 PM)
How to Audit a SOC Report (Jun 07, 2023 02:00 PM)
Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part II (Jun 07, 2023 02:00 PM)
Asset Impairment and the Incorporation of Fair Value Measurements (Jun 07, 2023 02:00 PM)
Offshoring: Lessons Learned (Jun 08, 2023 11:15 AM)
Bet to Live and Bet to Die (EST, PFP) (Jun 07, 2023 02:00 PM)
Income Tax Consequences of Funding Bequests (EST, TAX) (Jun 07, 2023 02:00 PM)
How to Manage Up - Protect Your Team, Advance Your Career and Make Your Life Easier (EDG, TAX) (Jun 07, 2023 02:00 PM)
Peer Review Update (NAA, PRAC) (Jun 07, 2023 02:00 PM)
Building Connections and Influencing Decision Making (Jun 07, 2023 03:30 PM)
Marketing that Works: Finding your Voice in a Loud World (Jun 07, 2023 02:00 PM)
Redefining the Optimal Retirement Income Strategy (Jun 06, 2023 12:30 PM)
The End of ESG Investing: A View from Outcomes and Evaluation (Jun 07, 2023 03:30 PM)
Business Tax Update | preceded by the Sid Kess Award for Excellence in Continuing Education (Jun 07, 2023 03:30 PM)
Choose Your Own Adventure - CPA Edition (Jun 07, 2023 03:30 PM)
Complexities of Administering Trusts from a CPAs Perspective (Jun 07, 2023 03:30 PM)
The Tax Trial of the Century - Estate of Michael J. Jackson v. Commissioner (Jun 08, 2023 03:00 PM)
Estate Planning for Real Estate (Jun 07, 2023 03:30 PM)
Generation Skipping Transfer Tax: Myths and Mysteries (Jun 05, 2023 11:15 AM)
Being the Robot Overlord: Building Bots for Efficiency and Productivity (Jun 07, 2023 03:30 PM)
Staying Current on Digital Asset Auditing, Accounting and Regulatory Developments (Jun 08, 2023 11:15 AM)
Cyber Threats - What CFOs Need to Know (Jun 07, 2023 03:30 PM)
Cash in Uncertain Times (Jun 08, 2023 11:15 AM)
Evidence and Analytical Procedures Risk (Jun 07, 2023 03:30 PM)
Accounting for Debt and Equity Financings (Including SAFEs) (Jun 07, 2023 03:30 PM)
Fireside Chat (Jun 07, 2023 03:30 PM)
Latest Fraud Trends and a Refresher on Skepticism (Jun 07, 2023 03:30 PM)
Evaluating and Right-Sizing Your Client Base (Jun 07, 2023 03:30 PM)
Sustaining Business Growth Through Turbulent Times (Jun 08, 2023 08:00 AM)
Hot Topics in S-Corps (Jun 08, 2023 08:00 AM)
State Tax Planning and Other Hot Topics (Jun 08, 2023 08:00 AM)
You are NOT an Imposter - So Why do you Feel Like One (Jun 08, 2023 08:00 AM)
Proposed/Potential Legislation and Regulation Updates (Jun 08, 2023 08:00 AM)
Becoming a Better Business Partner - What the C-Suite Wants from the CFO Panel (Jun 08, 2023 08:00 AM)
Accounting and Auditing Issues in a Turbulent Economy (Jun 08, 2023 08:00 AM)
Common PCAOB Inspection Findings (Jun 08, 2023 08:00 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
Single Audit for Commercial Entities (Jun 08, 2023 08:00 AM)
Tax Season Debrief: Back to the Future (Jun 08, 2023 08:00 AM)
Fixed Income in a Volatile Environment (Jun 08, 2023 09:30 AM)
Taming the Compliance Beast (Jun 08, 2023 09:30 AM)
Mergers and Acquisitions (Jun 08, 2023 09:30 AM)
It's All About the Basis (Part 1) (Jun 08, 2023 09:30 AM)
Everything You Need to Know About the Multistate Tax Commission (Jun 08, 2023 09:30 AM)
What is the Art of the Possible to Elevate and Accelerate your Career (Jun 08, 2023 09:30 AM)
Fending off the Forced Sale: How to Weave, Bob, Hop, Skip, and Jump When Planning for and Administering an Estate with Illiquid Assets (Jun 08, 2023 09:30 AM)
Planning with Dynasty Trusts (Jun 08, 2023 09:30 AM)
State Taxation of Trusts (Jun 08, 2023 09:30 AM)
The Role of BOTS in the Audit; RPA and Machine Learning for Financial Close - For Audit and Tax (Jun 07, 2023 02:00 PM)
The ESG Reporting Imperative (FIN, NAA) (Jun 08, 2023 09:30 AM)
Future of Finance - Blockchain and Data Analytics (Jun 08, 2023 09:30 AM)
SAS 145 Introduction (Jun 08, 2023 09:30 AM)
Stress Free Sampling Part 1 (Jun 08, 2023 09:30 AM)
CAS Firm Enablement: CAS strategies to optimize your firm’s CAS practice (Jun 08, 2023 09:30 AM)
Ask me anything about Medicare (PFP, TAX) (Jun 08, 2023 09:30 AM)
Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST) (Jun 08, 2023 09:30 AM)
Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC) (Jun 08, 2023 09:30 AM)
Navigating Career Advancement Choices (Jun 08, 2023 11:15 AM)
Technology and Innovation – The Fuel to Grow an Advisory Mindset within a Firm (Jun 08, 2023 11:15 AM)
Panel: Fintech Partnerships - Success Stories from CFOs (Jun 08, 2023 11:15 AM)
SAS 145 Deeper Dive (Jun 08, 2023 11:15 AM)
Accounting and Auditing Issues in Income Taxes (GAAP) (Jun 08, 2023 11:15 AM)
Digital Assets (Jun 08, 2023 11:15 AM)
ESG Services (Jun 08, 2023 11:15 AM)
New Partner Development: 10 Best Practices (Jun 08, 2023 11:15 AM)
Everything You Wanted to Know About Private Equity and it's Interest in the Accounting Profession (Jun 06, 2023 10:35 AM)
Perspective on Process (Jun 08, 2023 11:15 AM)
Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)
Investment Best Ideas Panel (Jun 08, 2023 01:30 PM)
How to Create More Time in your Day using Systems and other Tactics in your Practice (Jun 08, 2023 01:30 PM)
It's All About the Basis (Part 2) (Jun 08, 2023 01:30 PM)
The Key to Leadership Success: Self-Awareness and Emotional Intelligence (Jun 08, 2023 01:30 PM)
706, 709, 1041 your questions answered! (Jun 08, 2023 01:30 PM)
Tax Issues That Arise When a Shareholder or Partner Dies (Jun 05, 2023 01:30 PM)
FLPs and FLLCs – Soup to Nuts and the Current State (Jun 08, 2023 01:30 PM)
Stress Free Sampling Part 2 (Jun 08, 2023 01:30 PM)
Practical Tips and Effective Techniques for Identifying and Testing Relevant Information Technology General Controls (ITGCs) (Jun 08, 2023 01:30 PM)
Merger Communication Strategies to Promote Successful Business Combinations (Jun 08, 2023 01:30 PM)
Executive Compensation Planning (PFP, TAX) (Jun 08, 2023 01:30 PM)
Planning for a Surviving Spouse (TAX, EST) (Jun 08, 2023 01:30 PM)
Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)
Career and a Life: Can You Have It All? (PRAC, EDG) (Jun 08, 2023 01:30 PM)
Workforce Management Trends (PRAC, CPAFMA) (Jun 06, 2023 09:30 AM)
Soft Side of Retirement (Jun 06, 2023 10:35 AM)
ISET Panel Presentation (Jun 08, 2023 03:00 PM)
The New Corporate AMT (Jun 08, 2023 03:00 PM)
Let Go of It, Already! (Jun 08, 2023 03:00 PM)
Mentorship & Sponsorship as a Career Development Strategy (Jun 08, 2023 03:00 PM)
Estate Planning for Modern Families (Jun 07, 2023 02:00 PM)
Playbook for Combatting Inflation (Jun 08, 2023 03:00 PM)
CECL Implementation at Non-Financial Institutions (Jun 08, 2023 03:00 PM)
10 Tips for Efficient, Effective Audit Documentation (Jun 08, 2023 03:00 PM)
Employee Benefit Plan Audit Update (Jun 08, 2023 03:00 PM)
Managing Strategic Revenue Growth (Jun 07, 2023 11:00 AM)
Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)
The Evolution of the Firm Manager (PRAC, CPAFMA) (Jun 08, 2023 03:00 PM)
Technology and Firm Management Update (Jun 05, 2023 09:30 AM)
Teaching Firm Economics (Jun 05, 2023 11:15 AM)
Hiring for Job Skills vs. Traditional Roles (Jun 05, 2023 11:15 AM)
Managing Your Partners Expectations About the Hybrid Workforce (Jun 05, 2023 01:30 PM)
Why Performance Management Isn't Enough (Jun 05, 2023 01:30 PM)
Beyond the Numbers: How Outsourced CFO Services Can Help Your CPA Firm Grow (Jun 06, 2023 08:00 AM)
How to Nurture the New Generation (Jun 06, 2023 09:30 AM)
Time Power-Ups: Get the Right Things Done to Work Well and Play More! (Jun 06, 2023 10:35 AM)
Focus Power-Ups: Manage Distractions, Set Guardrails, and Be More Present (Jun 06, 2023 12:30 PM)
The Evolving CPA Firm Landscape: The Firm Manager's Impact on Growth (Jun 06, 2023 01:35 PM)
The CPA Pipeline Challenge: Implications and Proposed Solutions (Jun 07, 2023 11:00 AM)
The Importance of Relationships: How to Evangelize the Message to your Partners and Employees. (Jun 07, 2023 02:00 PM)
Burnout: How is it Impacting Your Firm and Could it Happen to You? (Jun 07, 2023 03:30 PM)
Firm Management Update (Jun 08, 2023 08:00 AM)
CPAFMA Celebrating the Firm Manager (Jun 08, 2023 09:30 AM)
Studio Exchanges < 75 employees (Jun 08, 2023 11:15 AM)
Studio Exchanges >75 employees (Jun 08, 2023 11:15 AM)
How the Firm Manager Role Transforms with Firm Growth (Jun 07, 2023 02:00 PM)
50 Ideas in 50 Minutes (Jun 08, 2023 03:00 PM)
Utilizing Business Intelligence (BI) for KPIs: A CFO's perspective (Jun 06, 2023 10:35 AM)
The Art of the Intentional No (Jun 06, 2023 08:00 AM)
Data Analytics 360: Practical Guide to Data Collection, Organization & Dashboards (PRA, TCH) (Jun 07, 2023 02:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
5 Practice Management Tips Small Firms Should Know (Jun 07, 2023 11:00 AM)
Managing the Audit of the Future Now (Jun 05, 2023 01:30 PM)
How to Deliver Proactive Business Insights with Bill Pay and Spend Management Technology (Jun 05, 2023 03:00 PM)
DAS - Where is it Today, and What Does the Future Look Like? (Jun 06, 2023 08:00 AM)
The Economic Outlook for your Small Business Clients (Jun 06, 2023 12:30 PM)
Empowering the Data Driven Finance Leader (Jun 08, 2023 08:00 AM)
Building a Spend Management Advisory Practice: How to Price, Position and Productize Your Offering (Jun 08, 2023 09:30 AM)
Branding Your Firm for the Digital World (Jun 08, 2023 01:30 PM)
Know the Top HR Trends – Be a More Valuable Consultant (Jun 08, 2023 11:15 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Investing in Innovation, Emerging Trends in FinTech & Accounting Solutions (TCH, DCPA) (Jun 07, 2023 03:30 PM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
Elevate and Modernize Your Client Experience - presented by ShareFile (TCH) (Jun 05, 2023 07:00 AM)
How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)
Cybercrime Prevention for Tax Professionals - presented by Drake Software (PRA) (Jun 06, 2023 07:00 AM)
Taking Charge of Change: How to Drive Optimization through Compliance Within Your Organization, presented by Visual Lease (TCH) (Jun 06, 2023 03:20 PM)
Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)
Combatting Risk with Financial Process Automation - presented by Sovos Compliance (TCH) (Jun 06, 2023 03:20 PM)
Adding Value to Your Practice - presented by Zoho (PRA, TCH) (Jun 06, 2023 07:00 AM)
Bridging the Talent Gap: Workforce Planning and Strategies - presented by SAPRO (NAA) (Jun 05, 2023 04:30 PM)
Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)
CAS 2.0 - How to Scale Your Practice with SAAS - presented by Pax8 (TCH, PRA) (Jun 06, 2023 02:45 PM)
Best Practices to Accelerate Your Profitability - presented by ADP (TCH) (Jun 06, 2023 07:00 AM)
Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)
Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)
Resolving your Resourcing Challenge with a Strategic Approach - presented by Makosi (PRA) (Jun 06, 2023 07:00 AM)
Next-Level Finance with Workday Adaptive Planning - presented by Workday (TCH) (Jun 06, 2023 03:20 PM)
Intelligently Automate with Workday Financial Management - presented by Workday (FIN) (Jun 07, 2023 05:00 PM)
Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)
The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)
The Evolution of Automation: SurePrep, API's and A.I. - presented by Thomson Reuters (TCH, PRA) (Jun 05, 2023 07:00 AM)
The Talent Shortage - presented by alliantgroup (PRA, FMA) (Jun 06, 2023 07:00 AM)
Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)
ENGAGE Live Morning Studio (Jun 05, 2023 07:50 AM)
ENGAGE Live Studio - Speaker Interview with Garrett Wasny (Jun 05, 2023 01:00 PM)
ENGAGE Live Morning Studio (Jun 06, 2023 07:50 AM)
ENGAGE Live Studio - Speaker Interview with Larry Sheftel (Jun 06, 2023 11:30 AM)
ENGAGE Live Studio - Exhibit Hall Tour (Jun 06, 2023 03:30 PM)
ENGAGE Live Morning Studio - Sponsored by: Caseware (Jun 07, 2023 07:30 AM)
ENGAGE Live Studio - Q&A with Keynote Speaker Dan Harris - Sponsored by: Caseware (Jun 07, 2023 10:35 AM)
ENGAGE Live Morning Studio (Jun 08, 2023 07:30 AM)
Periodic Payments vs. Lump Sum: Tax-Efficient Strategies from Settlements - presented by MetLife (PFP, TAX) (Jun 06, 2023 02:45 PM)
Culture, Remote Staffing, Success: Is it Really Possible? - presented by alliantgroup (PRA, FMA) (Jun 07, 2023 01:15 PM)
This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
AICPA Update: Transforming the Global Profession (Jun 05, 2023 09:30 AM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
ASB/ARSC Update (Jun 06, 2023 08:00 AM)
Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part I (Jun 06, 2023 09:30 AM)
You Want me to Certify What?! (Jun 06, 2023 10:35 AM)
Lease Standard (ASC 842): Lessons Learned (Jun 06, 2023 09:30 AM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Ethics Update - A Peek at PEEC (Jun 06, 2023 10:35 AM)
Blockchain (Jun 06, 2023 10:35 AM)
Partnership Accounting Issues (Jun 06, 2023 12:30 PM)
Analytical Procedures during Unstable Economic Conditions (Jun 06, 2023 10:35 AM)
Group Audits - Consolidating your Knowledge (Jun 06, 2023 12:30 PM)
Cash - and Tax - Basis Financial Statements (Jun 06, 2023 12:30 PM)
SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (NAA, TCH) (Jun 06, 2023 12:30 PM)
Fireside Chat (Jun 06, 2023 01:35 PM)
How to start a SOC practice (Jun 06, 2023 01:35 PM)
Life in a peitri dish. What's your culture? (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
Quality Management (Jun 07, 2023 11:00 AM)
Business Combinations – Getting the Accounting and Fair Value Measurement Right (Jun 07, 2023 11:00 AM)
Top Accounting & Auditing FAQs (Jun 07, 2023 11:00 AM)
How to Audit a SOC Report (Jun 07, 2023 02:00 PM)
Applying Technology in Your Audit – Research, Tools and Gaining Efficiency – Part II (Jun 07, 2023 02:00 PM)
Asset Impairment and the Incorporation of Fair Value Measurements (Jun 07, 2023 02:00 PM)
Peer Review Update (NAA, PRAC) (Jun 07, 2023 02:00 PM)
Evidence and Analytical Procedures Risk (Jun 07, 2023 03:30 PM)
Accounting for Debt and Equity Financings (Including SAFEs) (Jun 07, 2023 03:30 PM)
Fireside Chat (Jun 07, 2023 03:30 PM)
Latest Fraud Trends and a Refresher on Skepticism (Jun 07, 2023 03:30 PM)
Accounting and Auditing Issues in a Turbulent Economy (Jun 08, 2023 08:00 AM)
Common PCAOB Inspection Findings (Jun 08, 2023 08:00 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
Single Audit for Commercial Entities (Jun 08, 2023 08:00 AM)
The ESG Reporting Imperative (FIN, NAA) (Jun 08, 2023 09:30 AM)
SAS 145 Introduction (Jun 08, 2023 09:30 AM)
Stress Free Sampling Part 1 (Jun 08, 2023 09:30 AM)
SAS 145 Deeper Dive (Jun 08, 2023 11:15 AM)
Accounting and Auditing Issues in Income Taxes (GAAP) (Jun 08, 2023 11:15 AM)
Digital Assets (Jun 08, 2023 11:15 AM)
ESG Services (Jun 08, 2023 11:15 AM)
Stress Free Sampling Part 2 (Jun 08, 2023 01:30 PM)
Practical Tips and Effective Techniques for Identifying and Testing Relevant Information Technology General Controls (ITGCs) (Jun 08, 2023 01:30 PM)
CECL Implementation at Non-Financial Institutions (Jun 08, 2023 03:00 PM)
10 Tips for Efficient, Effective Audit Documentation (Jun 08, 2023 03:00 PM)
Employee Benefit Plan Audit Update (Jun 08, 2023 03:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
Bridging the Talent Gap: Workforce Planning and Strategies - presented by SAPRO (NAA) (Jun 05, 2023 04:30 PM)
Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)
Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)
The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 05, 2023 09:30 AM)
Philanthropic Vehicle Roulette Wheel: DAFs, Private Foundations, Supporting Organizations (Jun 07, 2023 03:30 PM)
Valuation issues in Estate Planning (Jun 05, 2023 11:15 AM)
Grantor Trust Compliance: More Issues Than You May Think (Jun 08, 2023 01:30 PM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)
Implementing SECURE - Individuals Beneficiaries (EST, TAX) (Jun 05, 2023 01:30 PM)
Secure Act - Trusts as Retirement Plan Beneficiaries (Jun 05, 2023 03:00 PM)
Asset Protection with Trusts (Jun 05, 2023 03:00 PM)
Planning for Estates Under $10 Million (EST, TAX) (Jun 05, 2023 03:00 PM)
Foreign Trust Issues (Jun 06, 2023 09:30 AM)
Thinking Out Loud – Cutting Edge Ideas, Practical Applications and Issues (Jun 08, 2023 03:00 PM)
Estate Planning for the Greying Divorce (EST, TAX) (Jun 06, 2023 09:30 AM)
Planning in Advance of the 2025 Sunset of the TCJA, (TAX, EST) (Jun 06, 2023 09:30 AM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Creative Ways of Using SLATs and Other Ways of Using the Exemption (Jun 06, 2023 10:35 AM)
Helping a Client Navigate the Sale of their Business (PFP, EST) (Jun 06, 2023 10:35 AM)
Transferring the Family Vacation Home (EST, TAX) (Jun 06, 2023 10:35 AM)
IRA/Retirement Account Update (EST, PFP) (Jun 06, 2023 12:30 PM)
Maximizing the Value of Existing Life Insurance – How to Answer Client Questions (Jun 06, 2023 01:35 PM)
Goblins Lamentation List: Unscrambling "Installment Obligations" (Jun 06, 2023 01:35 PM)
Planning with Grantor Trusts (TAX, EST) (Jun 06, 2023 01:35 PM)
Tax Smart Charitable Giving, Especially with Retirement Assets (TAX, EST) (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
Speed Round - SECURE in Small Bites (Jun 07, 2023 11:00 AM)
Post-mortem tax planning (Jun 07, 2023 11:00 AM)
Estate and Gift Audit/Litigation Issues (Jun 07, 2023 11:00 AM)
Charitable Giving with Noncharitable Trusts (Jun 07, 2023 11:00 AM)
Advanced Building Blocks of Estate Planning – Strategies to Mitigate, Eliminate, Postpone, or Satisfy the Estate Tax Liability (Jun 07, 2023 02:00 PM)
Allocating gains to DNI (Jun 06, 2023 09:30 AM)
Bet to Live and Bet to Die (EST, PFP) (Jun 07, 2023 02:00 PM)
Income Tax Consequences of Funding Bequests (EST, TAX) (Jun 07, 2023 02:00 PM)
Complexities of Administering Trusts from a CPAs Perspective (Jun 07, 2023 03:30 PM)
The Tax Trial of the Century - Estate of Michael J. Jackson v. Commissioner (Jun 08, 2023 03:00 PM)
Estate Planning for Real Estate (Jun 07, 2023 03:30 PM)
Generation Skipping Transfer Tax: Myths and Mysteries (Jun 05, 2023 11:15 AM)
Proposed/Potential Legislation and Regulation Updates (Jun 08, 2023 08:00 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
Fending off the Forced Sale: How to Weave, Bob, Hop, Skip, and Jump When Planning for and Administering an Estate with Illiquid Assets (Jun 08, 2023 09:30 AM)
Planning with Dynasty Trusts (Jun 08, 2023 09:30 AM)
State Taxation of Trusts (Jun 08, 2023 09:30 AM)
Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST) (Jun 08, 2023 09:30 AM)
Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)
706, 709, 1041 your questions answered! (Jun 08, 2023 01:30 PM)
Tax Issues That Arise When a Shareholder or Partner Dies (Jun 05, 2023 01:30 PM)
FLPs and FLLCs – Soup to Nuts and the Current State (Jun 08, 2023 01:30 PM)
Planning for a Surviving Spouse (TAX, EST) (Jun 08, 2023 01:30 PM)
Estate Planning for Modern Families (Jun 07, 2023 02:00 PM)
Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
Investing Beyond the Cycle: A Guide to the Markets | Preceded by the PFP Distinguished Service Award (Jun 05, 2023 09:30 AM)
How to Keep Your Practice Running Smoothly (Jun 05, 2023 11:15 AM)
5 Years Before and 5 Years After Retirement (Jun 05, 2023 11:15 AM)
Social Security Compared to Annuities - Income Streams (Jun 05, 2023 11:15 AM)
Investing in Real Estate: An Overview for Asset Allocators Looking to Advise Your Clients on this Asset Class (Jun 07, 2023 02:00 PM)
Navigating Uncharted Opportunities with AI and Personal Financial Planning (Jun 05, 2023 01:30 PM)
Fan the Flames: Grow Your Practice By Understanding the Needs of the FIRE Community (Jun 05, 2023 01:30 PM)
Partner Divorce and Retirement - Breaking Up is Hard to Do (Jun 05, 2023 01:30 PM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)
Asset Allocation and Asset Location (Jun 05, 2023 03:00 PM)
Quantifying the impact of Tax Planning (Jun 06, 2023 09:30 AM)
Real-World Ransomware Incident and the Lessons Learned - Live Demo (Jun 05, 2023 03:00 PM)
Navigating Retirement: Strategies for Managing Risks and Expenses (Jun 05, 2023 03:00 PM)
Paying for Long Term Care - Using Trusts for Planning Around Shortfalls in LTC Resources (Jun 05, 2023 03:00 PM)
ETFs versus Mutual Funds (Jun 06, 2023 09:30 AM)
Divorce Planning (Jun 06, 2023 01:35 PM)
Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables (Jun 06, 2023 09:30 AM)
Authentic Intelligence: The AI for Navigating the Transition to Retirement (Jun 07, 2023 02:00 PM)
A Skeptic's Guide to Life Insurance (Jun 06, 2023 09:30 AM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Alternative Investments within an Evidence-Based Investing Framework (Jun 06, 2023 10:35 AM)
Recent Developments in the Wealth Management M&A landscape and What Buyers and Sellers Should be Considering (Jun 06, 2023 12:30 PM)
Ask me Anything About Social Security (Jun 08, 2023 01:30 PM)
Risk Management for Business Owners (Jun 06, 2023 10:35 AM)
Helping a Client Navigate the Sale of their Business (PFP, EST) (Jun 06, 2023 10:35 AM)
AI and Investments (Jun 06, 2023 12:30 PM)
How to Create & Profitably Operate a Next Gen Practice (Jun 07, 2023 03:30 PM)
Too Few Dollars, Too Much Life (Jun 06, 2023 12:30 PM)
IRA/Retirement Account Update (EST, PFP) (Jun 06, 2023 12:30 PM)
Fine Wine as an Investment and Asset (Jun 06, 2023 01:35 PM)
Podcasting: An Effective Communication Tool to Gain Credibility and Clients in a Noisy World (PFP, PRA) (Jun 06, 2023 01:35 PM)
Retirement Best Ideas (Jun 06, 2023 01:35 PM)
Optimizing Risk Management Across the Business Life Cycle (Jun 06, 2023 01:35 PM)
Advanced Education Tax Planning: From 529 Plans to Student Loan Forgiveness (TAX, PFP) (Jun 05, 2023 03:00 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
Should Advisors Embrace Direct Indexing? (Jun 07, 2023 11:00 AM)
Legacy Planning & Coaching (Jun 07, 2023 11:00 AM)
Pension/Profit Sharing Plan Ideas for Small Business (Jun 07, 2023 11:00 AM)
Utilizing Risk Management to Backstop a Financial Plan (Jun 07, 2023 11:00 AM)
Building a successful CPA/Wealth Management Partnership (PFP, TAX) (Jun 07, 2023 11:00 AM)
The Bitcoin Breakdown: A Current Perspective on Digital Assets (Jun 05, 2023 01:30 PM)
Ask Me Anything about Financial Planning (Jun 08, 2023 03:00 PM)
How to Retire Overseas -- Retire In Luxury On a Pensioners Budget (Jun 06, 2023 09:30 AM)
Bet to Live and Bet to Die (EST, PFP) (Jun 07, 2023 02:00 PM)
Building Connections and Influencing Decision Making (Jun 07, 2023 03:30 PM)
Marketing that Works: Finding your Voice in a Loud World (Jun 07, 2023 02:00 PM)
Redefining the Optimal Retirement Income Strategy (Jun 06, 2023 12:30 PM)
The End of ESG Investing: A View from Outcomes and Evaluation (Jun 07, 2023 03:30 PM)
Sustaining Business Growth Through Turbulent Times (Jun 08, 2023 08:00 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
Fixed Income in a Volatile Environment (Jun 08, 2023 09:30 AM)
Taming the Compliance Beast (Jun 08, 2023 09:30 AM)
Ask me anything about Medicare (PFP, TAX) (Jun 08, 2023 09:30 AM)
Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST) (Jun 08, 2023 09:30 AM)
Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)
Investment Best Ideas Panel (Jun 08, 2023 01:30 PM)
How to Create More Time in your Day using Systems and other Tactics in your Practice (Jun 08, 2023 01:30 PM)
Executive Compensation Planning (PFP, TAX) (Jun 08, 2023 01:30 PM)
Soft Side of Retirement (Jun 06, 2023 10:35 AM)
Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
Periodic Payments vs. Lump Sum: Tax-Efficient Strategies from Settlements - presented by MetLife (PFP, TAX) (Jun 06, 2023 02:45 PM)
This includes sessions from the conference: Corporate Finance (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
Economic & Financial Market Update (Jun 05, 2023 09:30 AM)
Accounting/SEC Update (Jun 05, 2023 11:15 AM)
Welcome to the Metaverse! (TCH, FIN) (Jun 05, 2023 11:15 AM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
Riding the Waves of Transformation-- insights and actions from Future of Finance Project (Jun 05, 2023 03:00 PM)
Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN) (Jun 06, 2023 08:00 AM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Information Ecosystems: Automate and integrate your Processes, Technology and Data like an Engineer (TCH, FIN) (Jun 06, 2023 09:30 AM)
Accelerating Digital Adoption and Capabilities – the Business Case (and Business Return) (Jun 06, 2023 10:35 AM)
How To Take Control of Your Mental Health (FIN, EDG) (Jun 06, 2023 10:35 AM)
Profits are a Dream, but Cash is a Reality (Jun 06, 2023 12:30 PM)
Challenges Faced by Controllers in Small Businesses Panel (Jun 06, 2023 12:30 PM)
Agile Budgeting and Forecasting Tools and Techniques (Jun 06, 2023 01:35 PM)
Core Communication Skills (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
The Global Management Accounting Principles 2.0 (Jun 07, 2023 11:00 AM)
The Path to CFO Panel (Jun 07, 2023 02:00 PM)
Trends and Techniques in Budgeting and Forecasting (Jun 07, 2023 02:00 PM)
Cyber Threats - What CFOs Need to Know (Jun 07, 2023 03:30 PM)
Cash in Uncertain Times (Jun 08, 2023 11:15 AM)
Becoming a Better Business Partner - What the C-Suite Wants from the CFO Panel (Jun 08, 2023 08:00 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
The ESG Reporting Imperative (FIN, NAA) (Jun 08, 2023 09:30 AM)
Future of Finance - Blockchain and Data Analytics (Jun 08, 2023 09:30 AM)
Panel: Fintech Partnerships - Success Stories from CFOs (Jun 08, 2023 11:15 AM)
Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)
Playbook for Combatting Inflation (Jun 08, 2023 03:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)
Intelligently Automate with Workday Financial Management - presented by Workday (FIN) (Jun 07, 2023 05:00 PM)
This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
Unlocking the Magic: The Secret to Creating Teams that Flourish (Jun 05, 2023 09:30 AM)
Accelerating Your Career When You're Already a "Rising Star" (Jun 05, 2023 11:15 AM)
Coping with Pipeline Pressures (Jun 05, 2023 01:30 PM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
Let's Talk about Trust (Jun 05, 2023 03:00 PM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)
The 3 Elements of Effective Environment Team Communication (Jun 05, 2023 11:15 AM)
How To Take Control of Your Mental Health (FIN, EDG) (Jun 06, 2023 10:35 AM)
How to Create Compelling Content and Become a Thought Leader (Jun 06, 2023 12:30 PM)
Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)
Seeking and Receiving Performance Feedback (Jun 06, 2023 01:35 PM)
The Art of Collaboration (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
Digital Body Language: Punctuation, Channels, and Emojis, Oh My! (Jun 06, 2023 09:30 AM)
Expanding Capacity through our Shared Humanity (Jun 07, 2023 11:00 AM)
Succession Planning - A Young Owner's Perspective (Jun 07, 2023 02:00 PM)
How to Manage Up - Protect Your Team, Advance Your Career and Make Your Life Easier (EDG, TAX) (Jun 07, 2023 02:00 PM)
Choose Your Own Adventure - CPA Edition (Jun 07, 2023 03:30 PM)
You are NOT an Imposter - So Why do you Feel Like One (Jun 08, 2023 08:00 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
What is the Art of the Possible to Elevate and Accelerate your Career (Jun 08, 2023 09:30 AM)
Navigating Career Advancement Choices (Jun 08, 2023 11:15 AM)
The Key to Leadership Success: Self-Awareness and Emotional Intelligence (Jun 08, 2023 01:30 PM)
Career and a Life: Can You Have It All? (PRAC, EDG) (Jun 08, 2023 01:30 PM)
Let Go of It, Already! (Jun 08, 2023 03:00 PM)
Mentorship & Sponsorship as a Career Development Strategy (Jun 08, 2023 03:00 PM)
The Art of the Intentional No (Jun 06, 2023 08:00 AM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)
The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice (Jun 05, 2023 01:30 PM)
Small Firm Succession - Are you ready for the next wave of M&A? (Jun 05, 2023 01:30 PM)
Scaling Your Firm with Video (Jun 05, 2023 03:00 PM)
Getting Compensated for Your Work as a Trusted Advisor (Jun 05, 2023 01:30 PM)
Partner Agreement Horror Stories, and How to Avoid Them (Jun 07, 2023 03:30 PM)
M&A Best Practices for both the Aquirer and Acquiree (Jun 05, 2023 03:00 PM)
How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA) (Jun 05, 2023 03:00 PM)
Take Your Office 365 ROI to the Next Level (PRAC, TCH) (Jun 05, 2023 03:00 PM)
Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN) (Jun 06, 2023 08:00 AM)
Reimagining Your Future (Jun 06, 2023 12:30 PM)
Leverage Tax Data and Technology to Deliver Business Insights and Reduce Tax Exposure (TCH, PRAC) (Jun 06, 2023 09:30 AM)
Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)
Five Things to STOP Doing In Your Firm (Jun 06, 2023 10:35 AM)
Driving Firm Profitability (PRAC, CPAFMA) (Jun 06, 2023 10:35 AM)
Building Your Client Experience (Jun 06, 2023 12:30 PM)
Who Is Going To Do All This Work? (Jun 06, 2023 12:30 PM)
Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)
Podcasting: An Effective Communication Tool to Gain Credibility and Clients in a Noisy World (PFP, PRA) (Jun 06, 2023 01:35 PM)
Current Strategies and Future Trends for Funding a Good Retirement (Jun 05, 2023 11:15 AM)
Leading Human Organizations (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
GROW Shouldn't Be a 4-Letter Word (Jun 08, 2023 03:00 PM)
Partner Unity & Accountability (Jun 05, 2023 11:15 AM)
Offshoring: Lessons Learned (Jun 08, 2023 11:15 AM)
Peer Review Update (NAA, PRAC) (Jun 07, 2023 02:00 PM)
Evaluating and Right-Sizing Your Client Base (Jun 07, 2023 03:30 PM)
Tax Season Debrief: Back to the Future (Jun 08, 2023 08:00 AM)
CAS Firm Enablement: CAS strategies to optimize your firm’s CAS practice (Jun 08, 2023 09:30 AM)
Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC) (Jun 08, 2023 09:30 AM)
New Partner Development: 10 Best Practices (Jun 08, 2023 11:15 AM)
Everything You Wanted to Know About Private Equity and it's Interest in the Accounting Profession (Jun 06, 2023 10:35 AM)
Perspective on Process (Jun 08, 2023 11:15 AM)
Merger Communication Strategies to Promote Successful Business Combinations (Jun 08, 2023 01:30 PM)
Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)
Career and a Life: Can You Have It All? (PRAC, EDG) (Jun 08, 2023 01:30 PM)
Workforce Management Trends (PRAC, CPAFMA) (Jun 06, 2023 09:30 AM)
Managing Strategic Revenue Growth (Jun 07, 2023 11:00 AM)
The Evolution of the Firm Manager (PRAC, CPAFMA) (Jun 08, 2023 03:00 PM)
Data Analytics 360: Practical Guide to Data Collection, Organization & Dashboards (PRA, TCH) (Jun 07, 2023 02:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
5 Practice Management Tips Small Firms Should Know (Jun 07, 2023 11:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)
Cybercrime Prevention for Tax Professionals - presented by Drake Software (PRA) (Jun 06, 2023 07:00 AM)
Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)
Adding Value to Your Practice - presented by Zoho (PRA, TCH) (Jun 06, 2023 07:00 AM)
Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)
CAS 2.0 - How to Scale Your Practice with SAAS - presented by Pax8 (TCH, PRA) (Jun 06, 2023 02:45 PM)
Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)
Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)
Resolving your Resourcing Challenge with a Strategic Approach - presented by Makosi (PRA) (Jun 06, 2023 07:00 AM)
Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)
The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)
The Evolution of Automation: SurePrep, API's and A.I. - presented by Thomson Reuters (TCH, PRA) (Jun 05, 2023 07:00 AM)
The Talent Shortage - presented by alliantgroup (PRA, FMA) (Jun 06, 2023 07:00 AM)
Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)
Culture, Remote Staffing, Success: Is it Really Possible? - presented by alliantgroup (PRA, FMA) (Jun 07, 2023 01:15 PM)
This includes sessions from the conference: CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA) (Jun 05, 2023 03:00 PM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Succession Planning (PRAC, EDG, CPAFMA) (Jun 07, 2023 11:00 AM)
Driving Firm Profitability (PRAC, CPAFMA) (Jun 06, 2023 10:35 AM)
Leading with Significance (PRAC, EDG, CPAFMA) (Jun 06, 2023 12:30 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
Workforce Management Trends (PRAC, CPAFMA) (Jun 06, 2023 09:30 AM)
The Evolution of the Firm Manager (PRAC, CPAFMA) (Jun 08, 2023 03:00 PM)
Technology and Firm Management Update (Jun 05, 2023 09:30 AM)
Teaching Firm Economics (Jun 05, 2023 11:15 AM)
Hiring for Job Skills vs. Traditional Roles (Jun 05, 2023 11:15 AM)
Managing Your Partners Expectations About the Hybrid Workforce (Jun 05, 2023 01:30 PM)
Why Performance Management Isn't Enough (Jun 05, 2023 01:30 PM)
Beyond the Numbers: How Outsourced CFO Services Can Help Your CPA Firm Grow (Jun 06, 2023 08:00 AM)
How to Nurture the New Generation (Jun 06, 2023 09:30 AM)
Time Power-Ups: Get the Right Things Done to Work Well and Play More! (Jun 06, 2023 10:35 AM)
Focus Power-Ups: Manage Distractions, Set Guardrails, and Be More Present (Jun 06, 2023 12:30 PM)
The Evolving CPA Firm Landscape: The Firm Manager's Impact on Growth (Jun 06, 2023 01:35 PM)
The CPA Pipeline Challenge: Implications and Proposed Solutions (Jun 07, 2023 11:00 AM)
The Importance of Relationships: How to Evangelize the Message to your Partners and Employees. (Jun 07, 2023 02:00 PM)
Burnout: How is it Impacting Your Firm and Could it Happen to You? (Jun 07, 2023 03:30 PM)
Firm Management Update (Jun 08, 2023 08:00 AM)
CPAFMA Celebrating the Firm Manager (Jun 08, 2023 09:30 AM)
Studio Exchanges < 75 employees (Jun 08, 2023 11:15 AM)
Studio Exchanges >75 employees (Jun 08, 2023 11:15 AM)
How the Firm Manager Role Transforms with Firm Growth (Jun 07, 2023 02:00 PM)
50 Ideas in 50 Minutes (Jun 08, 2023 03:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)
Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)
Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN) (Jun 05, 2023 05:05 PM)
Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)
Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)
The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)
The Talent Shortage - presented by alliantgroup (PRA, FMA) (Jun 06, 2023 07:00 AM)
Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)
Culture, Remote Staffing, Success: Is it Really Possible? - presented by alliantgroup (PRA, FMA) (Jun 07, 2023 01:15 PM)
This includes sessions from the conference: TECH+ Conference (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
TECH Update (Jun 05, 2023 09:30 AM)
Welcome to the Metaverse! (TCH, FIN) (Jun 05, 2023 11:15 AM)
Accountant Support: Steal These Automations (Jun 05, 2023 01:30 PM)
The Cyber Attack Scouting Report: Trends in Breaches and Cybersecurity (Jun 05, 2023 01:30 PM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
Drive Value Through Analytics to Improve Risk Posture (Jun 05, 2023 03:00 PM)
Take Your Office 365 ROI to the Next Level (PRAC, TCH) (Jun 05, 2023 03:00 PM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
Leverage Tax Data and Technology to Deliver Business Insights and Reduce Tax Exposure (TCH, PRAC) (Jun 06, 2023 09:30 AM)
Information Ecosystems: Automate and integrate your Processes, Technology and Data like an Engineer (TCH, FIN) (Jun 06, 2023 09:30 AM)
The Secrets of Top Performing CAS Practices (CAS Benchmark Survey 2022 Results) (Jun 06, 2023 10:35 AM)
Intro to Data Governance and IT Risk Management (Jun 06, 2023 12:30 PM)
SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (NAA, TCH) (Jun 06, 2023 12:30 PM)
Inspector Gadget (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
Collaborate to Elevate: Boost Efficiency with Digital Collaboration Using Teams (Jun 07, 2023 11:00 AM)
Creating a Vertical Stack (Jun 07, 2023 11:00 AM)
Being the Robot Overlord: Building Bots for Efficiency and Productivity (Jun 07, 2023 03:30 PM)
Staying Current on Digital Asset Auditing, Accounting and Regulatory Developments (Jun 08, 2023 11:15 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
The Role of BOTS in the Audit; RPA and Machine Learning for Financial Close - For Audit and Tax (Jun 07, 2023 02:00 PM)
Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC) (Jun 08, 2023 09:30 AM)
Technology and Innovation – The Fuel to Grow an Advisory Mindset within a Firm (Jun 08, 2023 11:15 AM)
Navigating Your Third Party Technology and Cybersecurity Risk (TCH, PRAC, FIN) (Jun 08, 2023 01:30 PM)
Utilizing Business Intelligence (BI) for KPIs: A CFO's perspective (Jun 06, 2023 10:35 AM)
Data Analytics 360: Practical Guide to Data Collection, Organization & Dashboards (PRA, TCH) (Jun 07, 2023 02:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
Managing the Audit of the Future Now (Jun 05, 2023 01:30 PM)
How to Deliver Proactive Business Insights with Bill Pay and Spend Management Technology (Jun 05, 2023 03:00 PM)
DAS - Where is it Today, and What Does the Future Look Like? (Jun 06, 2023 08:00 AM)
The Economic Outlook for your Small Business Clients (Jun 06, 2023 12:30 PM)
Empowering the Data Driven Finance Leader (Jun 08, 2023 08:00 AM)
Building a Spend Management Advisory Practice: How to Price, Position and Productize Your Offering (Jun 08, 2023 09:30 AM)
Branding Your Firm for the Digital World (Jun 08, 2023 01:30 PM)
Know the Top HR Trends – Be a More Valuable Consultant (Jun 08, 2023 11:15 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Investing in Innovation, Emerging Trends in FinTech & Accounting Solutions (TCH, DCPA) (Jun 07, 2023 03:30 PM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
Elevate and Modernize Your Client Experience - presented by ShareFile (TCH) (Jun 05, 2023 07:00 AM)
Taking Charge of Change: How to Drive Optimization through Compliance Within Your Organization, presented by Visual Lease (TCH) (Jun 06, 2023 03:20 PM)
Elevate your Client Experience with ShareFile for Accounting - presented by ShareFile (TCH, PRA, FMA) (Jun 06, 2023 02:45 PM)
Combatting Risk with Financial Process Automation - presented by Sovos Compliance (TCH) (Jun 06, 2023 03:20 PM)
Adding Value to Your Practice - presented by Zoho (PRA, TCH) (Jun 06, 2023 07:00 AM)
CAS 2.0 - How to Scale Your Practice with SAAS - presented by Pax8 (TCH, PRA) (Jun 06, 2023 02:45 PM)
Best Practices to Accelerate Your Profitability - presented by ADP (TCH) (Jun 06, 2023 07:00 AM)
Demystifying Data-Driven Audits: A Pragmatic Approach - presented by Wolters Kluwer (NAA, PRA, TCH) (Jun 06, 2023 07:00 AM)
Rethink HR: The Power of Paychex HR for Firms - presented by Paychex (TCH, PRA, FMA) (Jun 06, 2023 03:20 PM)
Next-Level Finance with Workday Adaptive Planning - presented by Workday (TCH) (Jun 06, 2023 03:20 PM)
Better Together: Bill pay + spend management (EDG, FMA, PRA, TCH, DCPA) (Jun 05, 2023 04:30 PM)
The Audit of the Future is Here - Where do I Start? (NAA, TCH, PRA, FMA, EDG, DCPA) (Jun 07, 2023 01:15 PM)
The Evolution of Automation: SurePrep, API's and A.I. - presented by Thomson Reuters (TCH, PRA) (Jun 05, 2023 07:00 AM)
Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2023)
Sessions Included:
Individual Tax Update (Jun 05, 2023 09:30 AM)
The Trials and Tribulations of the Passthrough Entity Tax Regime (Jun 05, 2023 11:15 AM)
Podcasting in Tax (Jun 05, 2023 11:15 AM)
ESG and tax - a natural intersection (Jun 05, 2023 11:15 AM)
1031 exchanges (Jun 05, 2023 11:15 AM)
Women in Finance - Our Seat at the Table (All Tracks) (Jun 05, 2023 01:30 PM)
Planning Nuggets for CPAs (EST, TAX, PFP) (Jun 05, 2023 01:30 PM)
Implementing SECURE - Individuals Beneficiaries (EST, TAX) (Jun 05, 2023 01:30 PM)
Taxes, Tools and Tactics: Tips for Managing Art, Jewelry and Valuable Collections (Jun 05, 2023 01:30 PM)
Partnership Tax Update (Jun 05, 2023 03:00 PM)
PIGS and PALS (Jun 05, 2023 03:00 PM)
Planning for Estates Under $10 Million (EST, TAX) (Jun 05, 2023 03:00 PM)
Planning to Exit - Sale of the Family Business Toolkit (Jun 06, 2023 09:30 AM)
Estate Planning for the Greying Divorce (EST, TAX) (Jun 06, 2023 09:30 AM)
Planning in Advance of the 2025 Sunset of the TCJA, (TAX, EST) (Jun 06, 2023 09:30 AM)
Recruit, Reward, Retain, Repeat; A Guide to Preserving Young CPAs (All Tracks) (Jun 06, 2023 10:35 AM)
SSTS revisions (Jun 06, 2023 09:30 AM)
Fiduciary Accounting Income: Who Gets the Cash? (Part 1) (Jun 06, 2023 10:35 AM)
Transferring the Family Vacation Home (EST, TAX) (Jun 06, 2023 10:35 AM)
Cash is King! Maximizing Credits, Especially the New Energy and Environmental Credits (Jun 06, 2023 12:30 PM)
Distributable Net Income: DNI Is Slightly Less Complicated Than DNA (Part 2) (Jun 06, 2023 12:30 PM)
Taxation of Real Estate Transactions (Jun 06, 2023 12:30 PM)
Advising Clients on the Choice of Business Entity (Jun 06, 2023 12:30 PM)
K-2 and K-3 Update (Jun 06, 2023 01:35 PM)
Is Use of Artificial Intelligence (ChatGPT) Fit for Tax Practice? (Jun 06, 2023 01:35 PM)
Advanced Education Tax Planning: From 529 Plans to Student Loan Forgiveness (TAX, PFP) (Jun 05, 2023 03:00 PM)
Planning with Grantor Trusts (TAX, EST) (Jun 06, 2023 01:35 PM)
Tax Smart Charitable Giving, Especially with Retirement Assets (TAX, EST) (Jun 06, 2023 01:35 PM)
AICPA & CIMA Professional Issues Update (Jun 07, 2023 09:20 AM)
Multi-Disciplinary Teaming in Tax Advisory Services (Jun 07, 2023 11:00 AM)
Where are we now with Sec. 174 R&E expenses? (Jun 08, 2023 08:00 AM)
Building a successful CPA/Wealth Management Partnership (PFP, TAX) (Jun 07, 2023 11:00 AM)
"It's All Foreign to Me" - A General Practitioner's Guide to Foreign Tax Compliance (Jun 07, 2023 02:00 PM)
Taxation of Digital Assets: Acquiring, Owning and Disposing of Crypto Assets and NFTs (Jun 07, 2023 02:00 PM)
Income Tax Consequences of Funding Bequests (EST, TAX) (Jun 07, 2023 02:00 PM)
How to Manage Up - Protect Your Team, Advance Your Career and Make Your Life Easier (EDG, TAX) (Jun 07, 2023 02:00 PM)
Business Tax Update | preceded by the Sid Kess Award for Excellence in Continuing Education (Jun 07, 2023 03:30 PM)
Hot Topics in S-Corps (Jun 08, 2023 08:00 AM)
State Tax Planning and Other Hot Topics (Jun 08, 2023 08:00 AM)
How to Maintain your Firm’s DEI Momentum and Why you Should (All tracks) (Jun 07, 2023 11:00 AM)
Mergers and Acquisitions (Jun 08, 2023 09:30 AM)
It's All About the Basis (Part 1) (Jun 08, 2023 09:30 AM)
Everything You Need to Know About the Multistate Tax Commission (Jun 08, 2023 09:30 AM)
Ask me anything about Medicare (PFP, TAX) (Jun 08, 2023 09:30 AM)
Best Ideas Panel (PFP, EST, TAX) (Jun 08, 2023 11:15 AM)
It's All About the Basis (Part 2) (Jun 08, 2023 01:30 PM)
Executive Compensation Planning (PFP, TAX) (Jun 08, 2023 01:30 PM)
Planning for a Surviving Spouse (TAX, EST) (Jun 08, 2023 01:30 PM)
ISET Panel Presentation (Jun 08, 2023 03:00 PM)
The New Corporate AMT (Jun 08, 2023 03:00 PM)
Reading a Will and Trust Documents (EST, TAX, PFP) (Jun 08, 2023 03:00 PM)
Advocacy Update (All Tracks) (Jun 08, 2023 08:00 AM)
AICPA & CIMA Town Hall - 100th Episode (All Tracks) (Jun 06, 2023 11:30 AM)
Are you Leading with Inclusivity? (All Tracks) (Jun 05, 2023 09:30 AM)
What are Power Skills and Why are they Important for Women (All Tracks) (Jun 05, 2023 03:00 PM)
How to Incorporate DEI Competencies to Maintain Employee Accountability (All Tracks) (Jun 07, 2023 02:00 PM)
Seeing Self-Identification Through Employee and Employer Lenses (All Tracks) (Jun 08, 2023 09:30 AM)
How 65% of the Top 500 Firms Solve Their 8879 E-sign Problems - presented by SafeSend (PRA, FMA, TAX) (Jun 05, 2023 04:30 PM)
Accelerate your tax practice with the CCH Axcess Suite - presented by Wolters Kluwer (TAX, FMA, TCH, PRA) (Jun 06, 2023 02:45 PM)
Periodic Payments vs. Lump Sum: Tax-Efficient Strategies from Settlements - presented by MetLife (PFP, TAX) (Jun 06, 2023 02:45 PM)
IdentificationPFP23101ADateJune 3, 2023There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice and your clients. A panel of successful practitioners in the most common business models in the CPA profession will share how they built their practice to provide the highest value for clients while also running a successful business. This session will cover the following topics:
- Getting started with learning more about you (polling questions)
- The PFP opportunity
- Introduction of the panelists
- The benefits, challenges, and best practices of the various business models — helping you identify the best structure for your practice and clients
- The economics behind getting this service off the ground and what to expect in terms of revenue along the way
- How they charge for these services and compensate partners and staff
- How they converted tax clients into PFP clients
- The psychological side of providing these services
- How and why they chose their investment business model and how they successfully implemented their strategy
- How to seamlessly integrate the CPA and RIA sides of the business
- How they manage resource needs, including staffing and outside experts
- Options for gaining help from 3rd parties (RIA firms, and other advisors) to assist in your efforts
- Increasing the value of your practice by adding financial planning - succession plan/future sale/buyer’s view
- Growing your business through marketing
- Holding effective virtual client meetings
- Reflection time for participants
Objectives
- Identify the benefits, challenges, and best practices of the various business models.
- Recognize the benefits of adding PFP services to your practice and how you can do this.
- Choose which business models and ways of doing business resonate most for you.
Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23101BDateJune 3, 2023Continuation of session one...
There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice and your clients. A panel of successful practitioners in the most common business models in the CPA profession will share how they built their practice to provide the highest value for clients while also running a successful business. This session will cover the following topics:
- Getting started with learning more about you (polling questions)
- The PFP opportunity
- Introduction of the panelists
- The benefits, challenges, and best practices of the various business models — helping you identify the best structure for your practice and clients
- The economics behind getting this service off the ground and what to expect in terms of revenue along the way
- How they charge for these services and compensate partners and staff
- How they converted tax clients into PFP clients
- The psychological side of providing these services
- How and why they chose their investment business model and how they successfully implemented their strategy
- How to seamlessly integrate the CPA and RIA sides of the business
- How they manage resource needs, including staffing and outside experts
- Options for gaining help from 3rd parties (RIA firms, and other advisors) to assist in your efforts
- Increasing the value of your practice by adding financial planning - succession plan/future sale/buyer’s view
- Growing your business through marketing
- Holding effective virtual client meetings
- Reflection time for participants
Objectives
- Identify the benefits, challenges, and best practices of the various business models.
- Recognize the benefits of adding PFP services to your practice and how you can do this.
- Choose which business models and ways of doing business resonate most for you.
Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23101CDateJune 3, 2023- Determine whether you have or will cross the line when providing investment advice, so you know when or if to register as an investment adviser
- Investment advisory business model options and pros and cons of each
- Registration process
- Regulatory oversight
- Compliance programs
- Determine whether you will cover your compliance needs or outsource
- Hot topics (social media rules, custody, etc.)
- Protecting your practice with insurance
- Hear how panelists chose their model
- Q&A
- Reflection time for participants
Objectives
- Determine when you cross the line and are providing investment advice.
- Recall the pros and cons of the various investment advisory business models.
- Distinguish how other CPAs have chosen their investment advisory path.
- Recognize whether you want to provide investment advice and how you want to proceed.
Speaker - Virtual
Ellen M. Bruno, CPA, CGMA, PFSPresident, Compliance Advisor Professionals,LLC$79Standard Price
IdentificationPFP23102ADateJune 4, 2023- Review engagement activities as defined by the Statement on Standards in Personal Financial Planning Services, No. 1
- Discuss methods to identify your ideal client and secure the PFP engagement
- Determine how to price the PFP engagement
- Walk through how to structure typical client meetings included in the PFP engagement:
- Initial complementary consultation and data gathering
- Creation of Statement(s) of Financial Position and Cash Flow
- Estate planning
- Risk management planning
- Investment planning
- Retirement/Financial independence planning
- Planning for ancillary services like education and elder planning
- Reflection time for participants
Objectives
- Determine how to structure a PFP engagement in alignment with the AICPA PFP standards.
- Identify how to structure the typical client meetings from estate planning to retirement planning and more.
- Recognize methods to secure and price a PFP engagement.
- Determine how to identify your ideal client.
Speakers
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCVice President/Chief Compliance Officer, Paraklete Financial, Inc.®$79Standard Price
IdentificationPFP23102BDateJune 4, 2023- Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.)
- Major industry trends
- Emerging technologies
- Hear how panelists chose their technology stack
- Q&A
- Reflection time for participants
Objectives
- Recognize the technology landscape in personal financial planning services.
- Determine the key software you need to provide these services.
- Distinguish how other CPAs have chosen their technology stack.
- Identify the software that resonates most for how you want to proceed.
Speaker
Mark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra Wealth$79Standard Price
IdentificationPFP23102CDateJune 4, 2023Group 1
Dirk Edwards, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR
- Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services
Susan M. Tillery, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA
- Fee-for-service integrated financial planning without asset management or product sales who builds a team of advisers and offers a multi-family office approach
Brooke Salvini, CPA/PFS, Principal, Salvini Financial Planning, San Luis, Obispo, CA
- Registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning
Group 2
Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO
- Family office/high-net-worth client model providing tax, financial planning and investment advisory services with fee-only compensation
David Stolz, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA
- Registered investment adviser firm that offers fee-only, hourly and retainer financial planning and asset management with a focus on high-net-worth couples and divorcees
Group 3
Jean-Luc Bourdon, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA
- Fee-only independent firm affiliated with a Turnkey Asset Management Provider (TAMP) offering financial planning and investment management services
Theodore Sarenski, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, SageView Advisory Group, LLC, Syracuse, NY
- Experience selling a business and providing PFP services in multiple firms with a fee-only focus on investment management and financial planning
- Mark Astrinos, CPA/PFS, CFP®, RLP®
- Experience buying a business; provides personal CFO services that include life planning, financial planning, and investment planning for a fixed fee
Objectives
- Identify the benefits and challenges of the business models that resonate most for you.
- Determine what you need to know to take your next steps.
Panelists
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesWealth Advisor, Lucent Wealth Planning, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23102DDateJune 4, 2023You will learn how panelists communicate with clients, structure their meetings, and deliver & present planning ideas to clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.
Objectives
- Recognize how other CPAs present and deliver financial planning recommendations to clients.
- Determine methods for communicating effectively with your clients.
Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23102EDateJune 4, 2023This final session will give you a chance to create your game plan forward, get your questions answered, and gain practical advice from the panel, including:
- Bring everything you have learned together with the “Building Your Tax and Financial Planning Business Checklist”
- Panelists share what their best piece of advice would be if they were starting again now
- Hear about resources to support you going forward
- Create “Your Vision & Quarterly Rocks” document to capture your plan forward
- Share your plans and top takeaways with each other
- Q&A
- Wrap up the workshop
Objectives
- Determine your vision for your financial planning practice.
- Identify your next steps forward.
Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationENG23SS102DateJune 5, 2023Today’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
Speakers
Lead Product Marketing Manager, Accounting, ShareFileBlake Oliver, CPACEO, EarmarkCo-Founder, Earmark CPE$49Standard Price
IdentificationENG23SS101DateJune 5, 2023Keeping 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
Speaker
Sr. Solutions Consultant, Thomson Reuters$49Standard Price
IdentificationENG23SD01DateJune 5, 2023Join host Kimberly Ellison-Taylor online in the ENGAGE Live Studio for the first day welcome message and talks about what you can expect at the ENGAGE 2023 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes looks, and what’s happening onsite this year!! Make sure to check the ENGAGE Live Studio out to enhance your experience as a virtual attendee!
Speaker
CEO, KET Solutions LLC$49Standard Price
Investing Beyond the Cycle: A Guide to the Markets | Preceded by the PFP Distinguished Service Award
IdentificationPFP2301DateJune 5, 2023In early 2023, markets remain focused on the macro environment, finding comfort in lower inflation but concerned about increased recession risks from tighter monetary and fiscal policy. The Fed has mostly maintained its hawkish messaging, but appears set to pause rate hikes in the first half of the year. For investors, it is also important to look beyond the cycle, as this year’s global reset in valuations presents a much broader menu of investment opportunities than existed a year ago. Using slides from the Guide to the Markets, Dr. David Kelly will shine some light on these issues and their investment implications.Objectives
- Be able to communicate current economic and market trends using Guide to the Market slides.
- Be able to identify potential opportunities and risks with the domestic and global markets. Session will provide attendees with relevant facts that will assist them with their investment and asset allocation decisions.
- Have gained an increased knowledge on global markets and the outlook for stock and bond market performance.
Speaker
David P. Kelly, PhD, CFAChief Global Strategist and Head of the Global Market Insights Strategy Team, J.P Morgan Asset Management$49Standard Price
IdentificationTAX2301DateJune 5, 2023Objectives
- Learn about new tax legislation affecting individual clients in 2023.
- Update planning ideas for our individual clients and their 2023 tax returns.
- Review Tax Court decisions and IRS rulings to illustrate IRS exam targets.
Speakers
Owner, Karen Brosi, EA, CFP, a LLCSharon L. Kreider, CPAOwner, KREIDERCPA$49Standard Price
IdentificationEDG2301DateJune 5, 2023As human beings, we naturally want to be around people who understand us - our dreams, our needs, our desires, our fears. When we find people who truly get us at work, we bring more of our full selves to what we do, unleash our potential, and truly thrive. This is where the magic happens! During this session, we'll explore what it means to lead your team in this powerful way. Plus, you'll walk away with some practical ideas for how to make the magic happen.Objectives
- Identify three benefits to creating an environment of belonging and connection in the workplace.
- Differentiate between the three types of empathy necessary for effective leadership.
- Select three ways to practice empathy as a leader in the workplace.
Speakers
Principal, Intend2LeadCo-founder and Principal, Intend2Lead LLC$49Standard Price
IdentificationEST2301DateJune 5, 2023This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.
Objectives
- Analyze how changes to the law impact how clients should think about their estate plans.
- Assess estate planning techniques that they can use to reduce estate, gift and generation-skipping taxes.
Speaker
Partner, Proskauer Rose LLP$49Standard Price
