AICPA & CIMA ENGAGE 2024

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

Solving Practical Problems in Private Wealth Management (Jun 03, 2024 10:15 AM)

Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment (Jun 03, 2024 10:15 AM)

The Retirement Red Zone - Critical Decisions to Make in the Years Before and After Retirement (Jun 03, 2024 10:15 AM)

The Role of Life Insurance in Integrated Planning (Jun 03, 2024 10:15 AM)

Ms. Perception: A Global Macro and Market Outlook (PFP, FIN) (Jun 03, 2024 11:45 AM)

4 Questions Every Investment Strategy Must Answer (Jun 03, 2024 02:30 PM)

Where’s my Passport? Navigating the Wilds of Cross Border Tax Planning (Jun 03, 2024 02:30 PM)

Retire Overseas: The Silver Bullet for Long-Term Financial Planning (Jun 03, 2024 02:30 PM)

IRA/Retirement Account Update (EST, PFP, TAX) | Preceded by the PFP Standing Ovation Awards and the PFP Distinguished Service Award (Jun 03, 2024 04:00 PM)

Elder Planning - Figures and Emotional State (Jun 03, 2024 04:00 PM)

Annuities and Life Insurance: Future Directions (Jun 03, 2024 04:00 PM)

Storytelling in the Age of Data: Effective Client Communication (Jun 04, 2024 01:30 PM)

Planning for Persons with Assets Below the Transfer Tax Exclusion (EST, PFP) (Jun 04, 2024 01:30 PM)

Results of the T3 Tech Survey (Jun 04, 2024 01:30 PM)

Health Care Prior to 65 (Jun 04, 2024 01:30 PM)

Elevate your Practice: How to Attract, Serve, and Retain HNW clients (Jun 04, 2024 03:00 PM)

Don't Let the Sun Go Down on Me - Planning Ahead of the Scheduled Exemption Decreases (PFP, EST) (Jun 04, 2024 03:00 PM)

Unlock the Power of Microsoft 365: Create the Office of the Future…Today! (Jun 04, 2024 03:00 PM)

Rethinking RMDs (Jun 04, 2024 03:00 PM)

Asset Protection (PFP, EST) (Jun 04, 2024 04:30 PM)

How to profitably & efficiently manage a Virtual Office (Jun 04, 2024 04:30 PM)

Understanding and Utilizing Insurance to Protect your Clients (Jun 04, 2024 04:30 PM)

Artificial Intelligence - How to Unleash the Power of ChatGPT, Copilot and Other AI Tools (PFP, PRA, TCH) (Jun 05, 2024 08:00 AM)

A New Way to Visualize Retirement Income Planning (Jun 05, 2024 08:00 AM)

Insure or Self-Insure - How to Effectively Price Property and Casualty Coverage For Your Family (Jun 05, 2024 08:00 AM)

Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset (EST, PFP) (Jun 05, 2024 09:30 AM)

What You Need To Know About Medicare In 2024 (Jun 05, 2024 09:30 AM)

Analyzing Long-term Care Funding Solutions With Multi-state Modeling (Jun 05, 2024 09:30 AM)

Editor’s Choice: Optimizing Portfolios - Tailored Multi-Account Management for Success (Jun 05, 2024 09:30 AM)

Multiply Your Best Clients to Create Exponential Growth (Jun 05, 2024 11:05 AM)

Bitcoin: The Investment Everyone Loves to Hate (Jun 05, 2024 11:05 AM)

Best Practices and Ideas on Risk Management Topics (Jun 05, 2024 11:05 AM)

Does Crypto Belong in Client Accounts? (Jun 05, 2024 02:30 PM)

The Power of the Coach Approach: Elevating Your Client’s Experience (Jun 05, 2024 02:30 PM)

Life Insurance Planning - Basic and Advanced (Jun 05, 2024 02:30 PM)

Passion Assets: Managing Fine Wine & Art Collections (Jun 05, 2024 11:05 AM)

Sunset Multi-Year Income Tax Planning (Jun 05, 2024 04:00 PM)

Rising Stars to NextGen Rainmakers: How to Develop, Reward & Incentivize (PRA, PFP) (Jun 05, 2024 04:00 PM)

A Random Walk Towards More Efficient (Retirement) Portfolios (Jun 05, 2024 04:00 PM)

Editor’s Choice: The Perils of Advising an Older Accredited Investor (Jun 06, 2024 09:30 AM)

Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP) (Jun 06, 2024 09:30 AM)

What to do When Your Insurance Company says "No" (Jun 06, 2024 09:30 AM)

Mapping the Private Roads: Understanding and Investing in Private Market Strategies (Jun 06, 2024 11:05 AM)

Navigating the Balance: Prioritizing Mental Wellness for Financial Professionals (PFP, PRA, EDG, FIN) (Jun 06, 2024 11:05 AM)

Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST) (Jun 06, 2024 11:05 AM)

Investment Best Ideas Panel (Jun 06, 2024 01:15 PM)

Reviewing Trusts with a PFP/TAX Mindset (Jun 06, 2024 01:15 PM)

Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP) (Jun 06, 2024 02:45 PM)

Estate Planning Update (EST, TAX) | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 03, 2024 10:15 AM)

Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions (Jun 03, 2024 02:30 PM)

State Taxation of Trusts, Where is my trust taxed? (Jun 03, 2024 04:00 PM)

Staying out of the Estate and Gift Tax Return Penalty Box (Jun 03, 2024 02:30 PM)

Navigating Charitable Gifts of Business Interests: Key Planning Considerations (Jun 03, 2024 02:30 PM)

Exploring the Proposed Section 2053 Regulations: An In-depth Analysis (Jun 04, 2024 01:30 PM)

Estate Planning for Multi-Generational Clients (Jun 04, 2024 01:30 PM)

Should I Stay or Should I Go? Tax Residency Planning (EST, TAX) (Jun 04, 2024 03:00 PM)

Advanced Fiduciary Income Tax (EST, TAX) (Jun 04, 2024 03:00 PM)

Foreign Gift & Trust Reporting Forms 3520 and 3520A (TAX, EST) (Jun 04, 2024 04:30 PM)

Pitfalls of Pay on Death Accounts and the Importance of Asset Titling in Estate Planning (Jun 05, 2024 09:30 AM)

Reading Trust and Will Documents (TAX, EST) (Jun 05, 2024 11:05 AM)

Grantor Trust Compliance: More Issues Than You Think (EST, TAX) (Jun 05, 2024 11:05 AM)

Form 1041 training – types of trusts (grantor, simple, complex), basic trust concepts (TAI, DNI, TTI, IDD), and elections (Jun 05, 2024 11:05 AM)

GST Pitfalls: Allocating generation skipping tax exemption and other GST Compliance Issues (Jun 05, 2024 02:30 PM)

Estate Planning For the 99% (TAX, EST) (Jun 05, 2024 02:30 PM)

Tax Issues When a Business Owner Dies (EST, TAX, PFP) (Jun 05, 2024 04:00 PM)

Are You Prepared to Prepare the Complex Gift Tax Return? (TAX, EST) (Jun 05, 2024 04:00 PM)

A View from the Front Lines – Current Issues in Estate Tax Audits and Litigation (Jun 06, 2024 09:30 AM)

Real Estate Taxation Affecting Estates, Gifts, and Trusts (Jun 06, 2024 09:30 AM)

Here Comes the Freeze: How a Changing Interest Rate Environment Affects GRATs, QPRTs, Installment Sales and Other Gift Planning Techniques (Jun 06, 2024 09:30 AM)

Putting It On & Taking It Off (Planning with No, Low, and “Negative” Basis Assets) (Jun 06, 2024 11:05 AM)

Estate Planning for a Non-Citizen (Jun 06, 2024 11:05 AM)

Washington Update: Tax Outlook (TAX, EST) (Jun 05, 2024 08:00 AM)

Taking it Personally: An Individual Income Tax Update (Jun 03, 2024 02:30 PM)

K-2 and K-3 Update (Jun 03, 2024 11:45 AM)

Changing Your Residence from a High-Tax State to a Low-Tax State (Jun 03, 2024 04:00 PM)

BBA Correcting Partnership Returns (Jun 04, 2024 01:30 PM)

Real Estate Hot Topics (Jun 04, 2024 01:30 PM)

Using Your AI Assistant for Tax Automations (Jun 04, 2024 01:30 PM)

Why Crypto Tax Compliance Isn’t Getting Any Easier Despite New Guidance (Jun 04, 2024 03:00 PM)

Renewable Energy Tax Incentives Guidance (Jun 04, 2024 04:30 PM)

Partnership Hot Topics: Basis Adjustments (Jun 04, 2024 04:30 PM)

Business Tax Update (TAX, FIN) | preceded by the Sid Kess Award for Excellence in Continuing Education (Jun 05, 2024 09:30 AM)

Anatomy of a Tax Controversy (Jun 05, 2024 11:05 AM)

Don’t Guess and Make a Mess with QSBS (Jun 05, 2024 02:30 PM)

Hot S-Corp Issues (Jun 06, 2024 09:30 AM)

Advanced Education Planning: From 529 Plans to Student Loan Forgiveness (Jun 06, 2024 09:30 AM)

It's All Foreign to Me - International Tax Reporting and Disclosures (Jun 06, 2024 09:30 AM)

Fun with four-letter words: NIIT, SECA And PTET (Jun 03, 2024 04:00 PM)

R&D Tax Credit Introduction: HUGE Cash Savings for Taxpayers (Jun 06, 2024 11:05 AM)

AICPA Update: Future of the Global Profession (Jun 03, 2024 10:15 AM)

Quality Management for Sole Practitioners and Small Firms (Jun 03, 2024 02:30 PM)

Is it Debt or Equity? (Jun 03, 2024 02:30 PM)

Peer Review: Preparing for the Next One, and What does a Peer Reviewer Really Think? (Jun 03, 2024 02:30 PM)

Using Tech in an Audit: Part 1 (Jun 03, 2024 04:00 PM)

ASC 842 - Day 2 and Beyond (Jun 03, 2024 04:00 PM)

Getting the Fair Value Right in Business Combinations (Jun 03, 2024 04:00 PM)

ASB/ARSC Update (Jun 04, 2024 01:30 PM)

Using Tech in an Audit: Part 2 (Jun 04, 2024 03:00 PM)

A&A Issues with Employee Retention Credits (ERC) (Jun 04, 2024 04:30 PM)

Generative AI - Risk vs Reward: 2 Sides of the Same Coin (TCH, TPR, NAA) (Jun 04, 2024 03:00 PM)

Evidence and Documentation (Jun 04, 2024 04:30 PM)

Evaluating Control Deficiencies (Jun 04, 2024 03:00 PM)

Fraud at my client? Say it isn't so! (Jun 05, 2024 08:00 AM)

Auditing Revenue Efficiently and Effectively (Jun 05, 2024 08:00 AM)

Control Testing Automation (Jun 05, 2024 08:00 AM)

Scaling SAS 145 (Jun 05, 2024 09:30 AM)

Analytics Practice Aid for Reviews (Jun 05, 2024 09:30 AM)

Evaluating Independence under the AICPA Code (Jun 05, 2024 09:30 AM)

Peer Review Update (Jun 05, 2024 11:05 AM)

CECL for Non-financial Institutions Considerations - Lessons Learned (Jun 05, 2024 11:05 AM)

Top Assurance & Accounting Inquiries to the Center for Plain English Accounting (Jun 05, 2024 02:30 PM)

Understanding IT General Controls (Jun 05, 2024 02:30 PM)

Fireside Chat (Jun 05, 2024 04:00 PM)

Scaling GAAS to Every Audit (Jun 06, 2024 11:05 AM)

Decoding 402: Insights from SAS 145 Understanding User Auditor Needs (TPR, NAA) (Jun 06, 2024 01:15 PM)

Driving Innovation: Don't Be Scared (PRA, TCH) (Jun 03, 2024 02:30 PM)

New Partners in Established Firms: What to Know, What to Ask (EDG, PRA) (Jun 03, 2024 02:30 PM)

Building an Irresistible Employer Brand in a Competitive Talent Market (Jun 03, 2024 04:00 PM)

The Journey to M&A: How Private Equity is Impacting the Profession (Jun 03, 2024 04:00 PM)

Enhancing Firm Profitability (Jun 04, 2024 01:30 PM)

Redefining Growth: How CRM Can Support More Strategic Growth In Accounting Firms (Jun 04, 2024 01:30 PM)

The State of CPA Firm M&A – Trends, Opportunities, and Challenges (Jun 04, 2024 03:00 PM)

Mastering Client Onboarding for Client Advisory Services (Jun 04, 2024 04:30 PM)

Unlocking the Power of Non-Accountants in Your Accounting Firm (Jun 05, 2024 08:00 AM)

Things I Wish I Knew Before I Hit Professional Burnout (Jun 05, 2024 09:30 AM)

Unlocking Success: Mastering your Firm’s Strategy for CAS Practice Transformation (Jun 05, 2024 09:30 AM)

Best Practices Around Cyber and Risk Advisory Services (TCH, PRA) (Jun 05, 2024 11:05 AM)

Transformation for Small Firm Succession (Jun 05, 2024 11:05 AM)

Offshoring Lessons Learned (Jun 06, 2024 09:30 AM)

Tax Season Debrief: Jetsons Style (Jun 06, 2024 11:05 AM)

Elevating Your Client Experience - Creating a WOW Factor for Clients (Jun 06, 2024 01:15 PM)

Beyond the Book: Partner Compensation Models for Tomorrow’s CPA Firm (Jun 06, 2024 02:45 PM)

Tech Update | preceded by Technology Advisory Standing Ovation Recognition (Jun 03, 2024 10:15 AM)

Generative AI - Practical Uses in the Profession (TCH, FIN) (Jun 03, 2024 02:30 PM)

Enhancing the Efficiency and Accuracy of Carbon Accounting through the Integration of Advanced Technology and Automation (Jun 03, 2024 04:00 PM)

Cybersecurity Risk Management Strategies for Emerging Cyber Threats (TCH, TPR) (Jun 03, 2024 04:00 PM)

Inspector Gadget 2024 (Jun 04, 2024 01:30 PM)

Implementing Finance and Accounting Automation (Jun 04, 2024 03:00 PM)

Digital and Data Explosion: Protect Your Personal Privacy (TCH, EDG) (Jun 04, 2024 04:30 PM)

Evolving Your Tech Stack to Grow Your CAS Practice (Jun 04, 2024 04:30 PM)

Startup Accelerator: AI — the Great Equalizer (Jun 05, 2024 08:00 AM)

Automated GRC Tools That Drive SOC 2 and Other Framework Examinations (TCH, TPR) (Jun 05, 2024 11:05 AM)

The What, Why, and How Guide to Business Impact Assessments (Jun 05, 2024 09:30 AM)

Creating a Tech Stack — The Art of Digital Transformation (Jun 05, 2024 02:30 PM)

CITP Impact on the CPA Landscape: Integrating Technology and Information Systems (Jun 05, 2024 02:30 PM)

Digital Assets: Where We Are, Where We're Going, and What You Need to Know (TCH, NAA) (Jun 05, 2024 04:00 PM)

AI Effectiveness: Is it all Wizardry and Alchemy? (Jun 05, 2024 04:00 PM)

Profit in Precision: The Direct Link Between Data Governance and Value Creation (Jun 06, 2024 09:30 AM)

The Evolving Role of the CIO/CTO — A Panel Discussion (Jun 06, 2024 09:30 AM)

What's In My Bag? (Jun 06, 2024 11:05 AM)

Using Advanced Data Analytic and Automation Techniques to Supercharge Your Risk Insights, Efficiencies, and Assurance Coverage (Jun 06, 2024 11:05 AM)

Cyber Chat with Federal Law Enforcement (TCH, FIN) (Jun 06, 2024 01:15 PM)

The Data-Driven Landscape: Mastering BI and Analytics with Industry Leaders (TCH, FIN) (Jun 06, 2024 02:45 PM)

Marketing Your Firm in the Digital World (Jun 03, 2024 10:15 AM)

The Leadership Impact — How to Build and Lead a High Performing Team (FIN, EDG) (Jun 03, 2024 10:15 AM)

Be Influential — Drive Action and Make Numbers Matter with Financial Storytelling (Jun 03, 2024 02:30 PM)

Navigating the Technology Wave: Smart Strategies for Corporate Accounting & Finance in the Tech Tide (Jun 04, 2024 03:00 PM)

Talent, Transformation, Technology, and the Future of Finance (Jun 03, 2024 04:00 PM)

Harnessing Emotional Intelligence for Your Personal SWOT Strategy (FIN, EDG) (Jun 04, 2024 03:00 PM)

Your Business as the Talent Destination of Choice (Jun 04, 2024 04:30 PM)

Confessions of an EQ-Challenged Finance Leader (Jun 05, 2024 04:00 PM)

Managing the Top Line, Bottom Line, and Green Line (Jun 05, 2024 08:00 AM)

Enterprise Risk Assessment — Small Panel Q&A (Jun 05, 2024 08:00 AM)

DEBATE: Accounting Judgment vs. Ownership Objectives: Finding the Middle Ground (FIN, EDG) (Jun 05, 2024 09:30 AM)

GenAI and ChatGPT: Tips and Tricks to Integrate AI Into Your Workflow (Jun 05, 2024 02:30 PM)

The Path from CFO - What's Next? (Jun 05, 2024 04:00 PM)

Accounting Across Ages: Wisdom, Innovation, and the Quest for Work-Life Balance (FIN, EDG) (Jun 06, 2024 09:30 AM)

The First 90 Days as a New Leader (FIN, EDG) (Jun 06, 2024 02:45 PM)

Your Path to Possibilities (Jun 03, 2024 10:15 AM)

Stuck in the Middle — Being a Leader Without Being at the Top (Jun 03, 2024 02:30 PM)

Increasing Self-Awareness and Getting Necessary Feedback (Jun 03, 2024 04:00 PM)

Building Your (Unique) Personal Brand (Jun 04, 2024 03:00 PM)

Work Life Harmony: Empowering Parents and Caregivers to Boundless Success at Work and at Home (Jun 04, 2024 04:30 PM)

The Role of a Manager — From Chaos to Harmony (Jun 05, 2024 08:00 AM)

Help Save the Profession: How to Start a CPA Firm (With Real Numbers!) (Jun 05, 2024 09:30 AM)

CPA Mission Possible — Adventures and Lessons Learned in the Profession (Jun 05, 2024 02:30 PM)

Effective Strategies for Impactful Mentorship (Jun 05, 2024 04:00 PM)

Style Shakeup: Leaders Unplugged (Jun 06, 2024 11:05 AM)

Emotional Intelligence for Accountants: Navigating Emotions in the Workplace (Jun 06, 2024 01:15 PM)

Beyond Today: The Next Chapter in SOC and Third-Party Risk (Jun 03, 2024 10:15 AM)

What if the SOCs Don’t Fit? Emergence of Non-Traditional Third-Party Assurance (Jun 03, 2024 02:30 PM)

Elevating Compliance: The Risk of Cloud Technologies and Their Impact on SOC Reporting (Jun 04, 2024 01:30 PM)

Guarding Objectivity: Professional Standards, SOC Reporting, and the Risks of Relationships (Jun 04, 2024 04:30 PM)

The Digital Frontier: Privacy's Role in SOC Reporting (Jun 05, 2024 08:00 AM)

Insiders' Perspective: An Expert Roundtable on SOC Audits and Third-Party Risks (Jun 05, 2024 09:30 AM)

Unpacking Common Issues Encountered During SOC Engagements — Insights for Service Organizations (Jun 05, 2024 11:05 AM)

Building Excellence: Crafting a Quality Management Program for SOC Practices (Jun 05, 2024 02:30 PM)

The Rise of AI: The Integration of AI In Third Party Risk Audits (Jun 05, 2024 04:00 PM)

Beyond the Checklist: Real-world Findings and Lessons from SOC Audits — Insights for Practitioners (SOCcer players) (Jun 06, 2024 09:30 AM)

Unlocking Potential: Strategies to Extract Maximum Value from SOC Reports (Jun 06, 2024 11:05 AM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

What is Transformation Anyway? And How do you Transform Mindset and Skills? (Jun 06, 2024 09:30 AM)

The Intersection of Divorce & Estate Planning: The Top Tax/Planning Tips & Traps You Need to Know (Jun 03, 2024 11:45 AM)

The Spectrum of Client Advisory Services – What Clients Want Today (Jun 03, 2024 11:45 AM)

Spend Management: An Approachable Advisory Opportunity (Jun 05, 2024 04:00 PM)

How Retirement as a Benefit Retains and Attracts Talent (Jun 04, 2024 03:00 PM)

6 HR Tips for Keeping Pace with Today’s Talent Transformation (Jun 03, 2024 02:30 PM)

Grow and Retain Your SMB Client Book with Financing Advisory Services (Jun 04, 2024 01:30 PM)

Reimagining Advisory for the AI Era (Jun 05, 2024 09:30 AM)

Women in Tax Ignite – Advisory Tax Throwdown (Jun 06, 2024 11:05 AM)

Planning for a Surviving Spouse (EST, TAX) (Jun 03, 2024 11:45 AM)

AICPA Advocacy Update on Individual Tax Matters (Jun 06, 2024 11:05 AM)

Rethinking Tax Practice in the 21st Century: How to Stay Healthy, Happy, and Productive (Jun 03, 2024 11:45 AM)

Leave Me Alone: People Management for the Non-People Person (Jun 03, 2024 11:45 AM)

Unlocking the Key Lessons and Takeaways from SOC School (Jun 03, 2024 11:45 AM)

Change Management: Preserving What Has Been Built While Staying Relevant (Jun 06, 2024 01:15 PM)

Commercial Real Estate: Navigating Today’s Market (Jun 06, 2024 02:45 PM)

Mastering COSO and Sharing the Power of Internal Control (Jun 03, 2024 11:45 AM)

Unifiying Technology and Methodology: Refining Firm Audit Transformation Strategy (Jun 03, 2024 11:45 AM)

The Modern Audit: Enhancing Audit Efficiency and the Client Experience (Jun 05, 2024 04:00 PM)

Reimagining the Digital Firm of the Future (Jun 03, 2024 11:45 AM)

From Business Partner to Value Partner: The 4 Big Shifts (Jun 04, 2024 01:30 PM)

Self-Defense & Preservation Seminar (Jun 05, 2024 06:00 AM)

Guarantees, Projections and All that Jazz: An Analysis of How to Evaluate Life Insurance Proposals (Jun 03, 2024 04:00 PM)

I Want to Grow My Practice... Now What? (Jun 03, 2024 11:45 AM)

Aligning the Key Practice Management Elements of Governance, Succession Planning, Partner Compensation, and Capital Solutions for Autonomous Decision Making (Jun 03, 2024 11:45 AM)

Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH) (Jun 03, 2024 06:05 PM)

AICPA & CPA Practice Advisor 25 Most Powerful Women in Accounting Awards (Jun 04, 2024 10:00 AM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Radically Transform Your Pricing - presented by ADP (PRA) (Jun 04, 2024 07:30 AM)

Building an Integrated Firm of the Future: Connecting People, Data & Tech - presented by CPA.com (NAA, PRA, TCH) (Jun 03, 2024 01:40 PM)

Accelerating Tax Workflow: Harnessing the Power of Automation & AI - presented by Thomson Reuters (NAA, TCH) (Jun 04, 2024 12:45 PM)

Tax-Smart Strategies for Your Clients: Periodic Payments vs. Lump Sum - presented by MetLife (PFP) (Jun 04, 2024 12:45 PM)

Beyond Tax: Adding Wealth Management to Your Service Offering - presented by AssetMark (PFP, TAX) (Jun 05, 2024 07:00 AM)

The Future of Audit, featuring audit software pioneer David Wyle – presented by Thomson Reuters (NAA, TCH) (Jun 03, 2024 07:00 AM)

America at a Crossroads: Legislative Updates Impacting the US Economy - presented by alliantgroup (TAX) (Jun 03, 2024 05:30 PM)

Future of Finance: The Power of Modern, Integrated T&E - presented by Navan (TCH, FIN) (Jun 03, 2024 05:30 PM)

Accelerating Efficiency: Transform Your Firm's Workflows - presented by ShareFile (PRA, TCH) (Jun 03, 2024 07:00 AM)

Elevate Your Workflows with ShareFile's Next-Gen Innovations - presented by ShareFile (NAA, PRA, TCH, TPR) (Jun 05, 2024 01:40 PM)

CAS 2.0 and SaaS: How to Scale your Practice and Deliver Business Insights CAS with Software-as-a-Service Platforms - presented by Pax8 (PRA) (Jun 04, 2024 07:30 AM)

Advanced Real Estate Tax Strategies: 1031 Exchange, 721 UPREIT and QOZ Fund - presented by Origin Investments (TAX, PFP) (Jun 04, 2024 12:10 PM)

Using Generative AI: Here’s How the Competition is using Generative AI to Unlock Above Market Profitability, presented by Truewind.ai (TCH, NAA) (Jun 04, 2024 12:10 PM)

Creating Efficiencies In Your Digital Audit Workflow - presented by Wolters Kluwer (TCH, NAA) (Jun 04, 2024 05:30 PM)

What does the private equity boom mean for independent firms? - presented by Platform (PRA) (Jun 05, 2024 07:00 AM)

Inside Information for Firms Looking to Sell - presented by Platform (PRA) (Jun 05, 2024 01:40 PM)

Erase Client Frustration With Automated Tax Return Delivery They'll Adopt - presented by Safesend (TCH, PRA) (Jun 03, 2024 05:30 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Jackpot! How GenAI and Online Gambling Are Shaping Tomorrow's Wins - presented by alliantgroup (TCH, PRA) (Jun 03, 2024 07:00 AM)

HR Analytics to Power Your CAS Practice - presented by Paychex (PRA) (Jun 04, 2024 12:45 PM)

Ready for M&A? 5 Accounting Infrastructure Considerations to Make Before, During, and Post Transaction, presented by Justworks (FIN, PRA, NAA) (Jun 04, 2024 05:30 PM)

ENGAGE Live Studio REPLAY: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 11:30 AM)

How Gen AI Are Shaping Tomorrow’s Wins! (Jun 04, 2024 05:30 PM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

AICPA Update: Future of the Global Profession (Jun 03, 2024 10:15 AM)

Quality Management for Sole Practitioners and Small Firms (Jun 03, 2024 02:30 PM)

Is it Debt or Equity? (Jun 03, 2024 02:30 PM)

Peer Review: Preparing for the Next One, and What does a Peer Reviewer Really Think? (Jun 03, 2024 02:30 PM)

Using Tech in an Audit: Part 1 (Jun 03, 2024 04:00 PM)

ASC 842 - Day 2 and Beyond (Jun 03, 2024 04:00 PM)

Getting the Fair Value Right in Business Combinations (Jun 03, 2024 04:00 PM)

ASB/ARSC Update (Jun 04, 2024 01:30 PM)

Using Tech in an Audit: Part 2 (Jun 04, 2024 03:00 PM)

A&A Issues with Employee Retention Credits (ERC) (Jun 04, 2024 04:30 PM)

Generative AI - Risk vs Reward: 2 Sides of the Same Coin (TCH, TPR, NAA) (Jun 04, 2024 03:00 PM)

Evidence and Documentation (Jun 04, 2024 04:30 PM)

Evaluating Control Deficiencies (Jun 04, 2024 03:00 PM)

Fraud at my client? Say it isn't so! (Jun 05, 2024 08:00 AM)

Auditing Revenue Efficiently and Effectively (Jun 05, 2024 08:00 AM)

Control Testing Automation (Jun 05, 2024 08:00 AM)

Scaling SAS 145 (Jun 05, 2024 09:30 AM)

Analytics Practice Aid for Reviews (Jun 05, 2024 09:30 AM)

Evaluating Independence under the AICPA Code (Jun 05, 2024 09:30 AM)

Peer Review Update (Jun 05, 2024 11:05 AM)

CECL for Non-financial Institutions Considerations - Lessons Learned (Jun 05, 2024 11:05 AM)

Top Assurance & Accounting Inquiries to the Center for Plain English Accounting (Jun 05, 2024 02:30 PM)

Understanding IT General Controls (Jun 05, 2024 02:30 PM)

Fireside Chat (Jun 05, 2024 04:00 PM)

Scaling GAAS to Every Audit (Jun 06, 2024 11:05 AM)

Decoding 402: Insights from SAS 145 Understanding User Auditor Needs (TPR, NAA) (Jun 06, 2024 01:15 PM)

Digital Assets: Where We Are, Where We're Going, and What You Need to Know (TCH, NAA) (Jun 05, 2024 04:00 PM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

Change Management: Preserving What Has Been Built While Staying Relevant (Jun 06, 2024 01:15 PM)

Commercial Real Estate: Navigating Today’s Market (Jun 06, 2024 02:45 PM)

Mastering COSO and Sharing the Power of Internal Control (Jun 03, 2024 11:45 AM)

Unifiying Technology and Methodology: Refining Firm Audit Transformation Strategy (Jun 03, 2024 11:45 AM)

The Modern Audit: Enhancing Audit Efficiency and the Client Experience (Jun 05, 2024 04:00 PM)

Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH) (Jun 03, 2024 06:05 PM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Building an Integrated Firm of the Future: Connecting People, Data & Tech - presented by CPA.com (NAA, PRA, TCH) (Jun 03, 2024 01:40 PM)

Accelerating Tax Workflow: Harnessing the Power of Automation & AI - presented by Thomson Reuters (NAA, TCH) (Jun 04, 2024 12:45 PM)

The Future of Audit, featuring audit software pioneer David Wyle – presented by Thomson Reuters (NAA, TCH) (Jun 03, 2024 07:00 AM)

Elevate Your Workflows with ShareFile's Next-Gen Innovations - presented by ShareFile (NAA, PRA, TCH, TPR) (Jun 05, 2024 01:40 PM)

Using Generative AI: Here’s How the Competition is using Generative AI to Unlock Above Market Profitability, presented by Truewind.ai (TCH, NAA) (Jun 04, 2024 12:10 PM)

Creating Efficiencies In Your Digital Audit Workflow - presented by Wolters Kluwer (TCH, NAA) (Jun 04, 2024 05:30 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Ready for M&A? 5 Accounting Infrastructure Considerations to Make Before, During, and Post Transaction, presented by Justworks (FIN, PRA, NAA) (Jun 04, 2024 05:30 PM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

IRA/Retirement Account Update (EST, PFP, TAX) | Preceded by the PFP Standing Ovation Awards and the PFP Distinguished Service Award (Jun 03, 2024 04:00 PM)

Planning for Persons with Assets Below the Transfer Tax Exclusion (EST, PFP) (Jun 04, 2024 01:30 PM)

Don't Let the Sun Go Down on Me - Planning Ahead of the Scheduled Exemption Decreases (PFP, EST) (Jun 04, 2024 03:00 PM)

Asset Protection (PFP, EST) (Jun 04, 2024 04:30 PM)

Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset (EST, PFP) (Jun 05, 2024 09:30 AM)

Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST) (Jun 06, 2024 11:05 AM)

Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP) (Jun 06, 2024 02:45 PM)

Estate Planning Update (EST, TAX) | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 03, 2024 10:15 AM)

Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions (Jun 03, 2024 02:30 PM)

State Taxation of Trusts, Where is my trust taxed? (Jun 03, 2024 04:00 PM)

Staying out of the Estate and Gift Tax Return Penalty Box (Jun 03, 2024 02:30 PM)

Navigating Charitable Gifts of Business Interests: Key Planning Considerations (Jun 03, 2024 02:30 PM)

Exploring the Proposed Section 2053 Regulations: An In-depth Analysis (Jun 04, 2024 01:30 PM)

Estate Planning for Multi-Generational Clients (Jun 04, 2024 01:30 PM)

Should I Stay or Should I Go? Tax Residency Planning (EST, TAX) (Jun 04, 2024 03:00 PM)

Advanced Fiduciary Income Tax (EST, TAX) (Jun 04, 2024 03:00 PM)

Foreign Gift & Trust Reporting Forms 3520 and 3520A (TAX, EST) (Jun 04, 2024 04:30 PM)

Pitfalls of Pay on Death Accounts and the Importance of Asset Titling in Estate Planning (Jun 05, 2024 09:30 AM)

Reading Trust and Will Documents (TAX, EST) (Jun 05, 2024 11:05 AM)

Grantor Trust Compliance: More Issues Than You Think (EST, TAX) (Jun 05, 2024 11:05 AM)

Form 1041 training – types of trusts (grantor, simple, complex), basic trust concepts (TAI, DNI, TTI, IDD), and elections (Jun 05, 2024 11:05 AM)

GST Pitfalls: Allocating generation skipping tax exemption and other GST Compliance Issues (Jun 05, 2024 02:30 PM)

Estate Planning For the 99% (TAX, EST) (Jun 05, 2024 02:30 PM)

Tax Issues When a Business Owner Dies (EST, TAX, PFP) (Jun 05, 2024 04:00 PM)

Are You Prepared to Prepare the Complex Gift Tax Return? (TAX, EST) (Jun 05, 2024 04:00 PM)

A View from the Front Lines – Current Issues in Estate Tax Audits and Litigation (Jun 06, 2024 09:30 AM)

Real Estate Taxation Affecting Estates, Gifts, and Trusts (Jun 06, 2024 09:30 AM)

Here Comes the Freeze: How a Changing Interest Rate Environment Affects GRATs, QPRTs, Installment Sales and Other Gift Planning Techniques (Jun 06, 2024 09:30 AM)

Putting It On & Taking It Off (Planning with No, Low, and “Negative” Basis Assets) (Jun 06, 2024 11:05 AM)

Estate Planning for a Non-Citizen (Jun 06, 2024 11:05 AM)

Washington Update: Tax Outlook (TAX, EST) (Jun 05, 2024 08:00 AM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

The Intersection of Divorce & Estate Planning: The Top Tax/Planning Tips & Traps You Need to Know (Jun 03, 2024 11:45 AM)

Planning for a Surviving Spouse (EST, TAX) (Jun 03, 2024 11:45 AM)

Guarantees, Projections and All that Jazz: An Analysis of How to Evaluate Life Insurance Proposals (Jun 03, 2024 04:00 PM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

Solving Practical Problems in Private Wealth Management (Jun 03, 2024 10:15 AM)

Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment (Jun 03, 2024 10:15 AM)

The Retirement Red Zone - Critical Decisions to Make in the Years Before and After Retirement (Jun 03, 2024 10:15 AM)

The Role of Life Insurance in Integrated Planning (Jun 03, 2024 10:15 AM)

Ms. Perception: A Global Macro and Market Outlook (PFP, FIN) (Jun 03, 2024 11:45 AM)

4 Questions Every Investment Strategy Must Answer (Jun 03, 2024 02:30 PM)

Where’s my Passport? Navigating the Wilds of Cross Border Tax Planning (Jun 03, 2024 02:30 PM)

Retire Overseas: The Silver Bullet for Long-Term Financial Planning (Jun 03, 2024 02:30 PM)

IRA/Retirement Account Update (EST, PFP, TAX) | Preceded by the PFP Standing Ovation Awards and the PFP Distinguished Service Award (Jun 03, 2024 04:00 PM)

Elder Planning - Figures and Emotional State (Jun 03, 2024 04:00 PM)

Annuities and Life Insurance: Future Directions (Jun 03, 2024 04:00 PM)

Storytelling in the Age of Data: Effective Client Communication (Jun 04, 2024 01:30 PM)

Planning for Persons with Assets Below the Transfer Tax Exclusion (EST, PFP) (Jun 04, 2024 01:30 PM)

Results of the T3 Tech Survey (Jun 04, 2024 01:30 PM)

Health Care Prior to 65 (Jun 04, 2024 01:30 PM)

Elevate your Practice: How to Attract, Serve, and Retain HNW clients (Jun 04, 2024 03:00 PM)

Don't Let the Sun Go Down on Me - Planning Ahead of the Scheduled Exemption Decreases (PFP, EST) (Jun 04, 2024 03:00 PM)

Unlock the Power of Microsoft 365: Create the Office of the Future…Today! (Jun 04, 2024 03:00 PM)

Rethinking RMDs (Jun 04, 2024 03:00 PM)

Asset Protection (PFP, EST) (Jun 04, 2024 04:30 PM)

How to profitably & efficiently manage a Virtual Office (Jun 04, 2024 04:30 PM)

Understanding and Utilizing Insurance to Protect your Clients (Jun 04, 2024 04:30 PM)

Artificial Intelligence - How to Unleash the Power of ChatGPT, Copilot and Other AI Tools (PFP, PRA, TCH) (Jun 05, 2024 08:00 AM)

A New Way to Visualize Retirement Income Planning (Jun 05, 2024 08:00 AM)

Insure or Self-Insure - How to Effectively Price Property and Casualty Coverage For Your Family (Jun 05, 2024 08:00 AM)

Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset (EST, PFP) (Jun 05, 2024 09:30 AM)

What You Need To Know About Medicare In 2024 (Jun 05, 2024 09:30 AM)

Analyzing Long-term Care Funding Solutions With Multi-state Modeling (Jun 05, 2024 09:30 AM)

Editor’s Choice: Optimizing Portfolios - Tailored Multi-Account Management for Success (Jun 05, 2024 09:30 AM)

Multiply Your Best Clients to Create Exponential Growth (Jun 05, 2024 11:05 AM)

Bitcoin: The Investment Everyone Loves to Hate (Jun 05, 2024 11:05 AM)

Best Practices and Ideas on Risk Management Topics (Jun 05, 2024 11:05 AM)

Does Crypto Belong in Client Accounts? (Jun 05, 2024 02:30 PM)

The Power of the Coach Approach: Elevating Your Client’s Experience (Jun 05, 2024 02:30 PM)

Life Insurance Planning - Basic and Advanced (Jun 05, 2024 02:30 PM)

Passion Assets: Managing Fine Wine & Art Collections (Jun 05, 2024 11:05 AM)

Sunset Multi-Year Income Tax Planning (Jun 05, 2024 04:00 PM)

Rising Stars to NextGen Rainmakers: How to Develop, Reward & Incentivize (PRA, PFP) (Jun 05, 2024 04:00 PM)

A Random Walk Towards More Efficient (Retirement) Portfolios (Jun 05, 2024 04:00 PM)

Editor’s Choice: The Perils of Advising an Older Accredited Investor (Jun 06, 2024 09:30 AM)

Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP) (Jun 06, 2024 09:30 AM)

What to do When Your Insurance Company says "No" (Jun 06, 2024 09:30 AM)

Mapping the Private Roads: Understanding and Investing in Private Market Strategies (Jun 06, 2024 11:05 AM)

Navigating the Balance: Prioritizing Mental Wellness for Financial Professionals (PFP, PRA, EDG, FIN) (Jun 06, 2024 11:05 AM)

Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST) (Jun 06, 2024 11:05 AM)

Investment Best Ideas Panel (Jun 06, 2024 01:15 PM)

Reviewing Trusts with a PFP/TAX Mindset (Jun 06, 2024 01:15 PM)

Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP) (Jun 06, 2024 02:45 PM)

Tax Issues When a Business Owner Dies (EST, TAX, PFP) (Jun 05, 2024 04:00 PM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH) (Jun 03, 2024 06:05 PM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Tax-Smart Strategies for Your Clients: Periodic Payments vs. Lump Sum - presented by MetLife (PFP) (Jun 04, 2024 12:45 PM)

Beyond Tax: Adding Wealth Management to Your Service Offering - presented by AssetMark (PFP, TAX) (Jun 05, 2024 07:00 AM)

Advanced Real Estate Tax Strategies: 1031 Exchange, 721 UPREIT and QOZ Fund - presented by Origin Investments (TAX, PFP) (Jun 04, 2024 12:10 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

Ms. Perception: A Global Macro and Market Outlook (PFP, FIN) (Jun 03, 2024 11:45 AM)

Navigating the Balance: Prioritizing Mental Wellness for Financial Professionals (PFP, PRA, EDG, FIN) (Jun 06, 2024 11:05 AM)

Business Tax Update (TAX, FIN) | preceded by the Sid Kess Award for Excellence in Continuing Education (Jun 05, 2024 09:30 AM)

Generative AI - Practical Uses in the Profession (TCH, FIN) (Jun 03, 2024 02:30 PM)

Cyber Chat with Federal Law Enforcement (TCH, FIN) (Jun 06, 2024 01:15 PM)

The Data-Driven Landscape: Mastering BI and Analytics with Industry Leaders (TCH, FIN) (Jun 06, 2024 02:45 PM)

The Leadership Impact — How to Build and Lead a High Performing Team (FIN, EDG) (Jun 03, 2024 10:15 AM)

Be Influential — Drive Action and Make Numbers Matter with Financial Storytelling (Jun 03, 2024 02:30 PM)

Navigating the Technology Wave: Smart Strategies for Corporate Accounting & Finance in the Tech Tide (Jun 04, 2024 03:00 PM)

Talent, Transformation, Technology, and the Future of Finance (Jun 03, 2024 04:00 PM)

Harnessing Emotional Intelligence for Your Personal SWOT Strategy (FIN, EDG) (Jun 04, 2024 03:00 PM)

Your Business as the Talent Destination of Choice (Jun 04, 2024 04:30 PM)

Confessions of an EQ-Challenged Finance Leader (Jun 05, 2024 04:00 PM)

Managing the Top Line, Bottom Line, and Green Line (Jun 05, 2024 08:00 AM)

Enterprise Risk Assessment — Small Panel Q&A (Jun 05, 2024 08:00 AM)

DEBATE: Accounting Judgment vs. Ownership Objectives: Finding the Middle Ground (FIN, EDG) (Jun 05, 2024 09:30 AM)

GenAI and ChatGPT: Tips and Tricks to Integrate AI Into Your Workflow (Jun 05, 2024 02:30 PM)

The Path from CFO - What's Next? (Jun 05, 2024 04:00 PM)

Accounting Across Ages: Wisdom, Innovation, and the Quest for Work-Life Balance (FIN, EDG) (Jun 06, 2024 09:30 AM)

The First 90 Days as a New Leader (FIN, EDG) (Jun 06, 2024 02:45 PM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

What is Transformation Anyway? And How do you Transform Mindset and Skills? (Jun 06, 2024 09:30 AM)

From Business Partner to Value Partner: The 4 Big Shifts (Jun 04, 2024 01:30 PM)

Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH) (Jun 03, 2024 06:05 PM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Future of Finance: The Power of Modern, Integrated T&E - presented by Navan (TCH, FIN) (Jun 03, 2024 05:30 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Ready for M&A? 5 Accounting Infrastructure Considerations to Make Before, During, and Post Transaction, presented by Justworks (FIN, PRA, NAA) (Jun 04, 2024 05:30 PM)

Sessions Included:

Marketing Your Firm in the Digital World (Jun 03, 2024 10:15 AM)

The Spectrum of Client Advisory Services – What Clients Want Today (Jun 03, 2024 11:45 AM)

Spend Management: An Approachable Advisory Opportunity (Jun 05, 2024 04:00 PM)

How Retirement as a Benefit Retains and Attracts Talent (Jun 04, 2024 03:00 PM)

6 HR Tips for Keeping Pace with Today’s Talent Transformation (Jun 03, 2024 02:30 PM)

Grow and Retain Your SMB Client Book with Financing Advisory Services (Jun 04, 2024 01:30 PM)

Reimagining Advisory for the AI Era (Jun 05, 2024 09:30 AM)

Women in Tax Ignite – Advisory Tax Throwdown (Jun 06, 2024 11:05 AM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP) (Jun 06, 2024 09:30 AM)

Navigating the Balance: Prioritizing Mental Wellness for Financial Professionals (PFP, PRA, EDG, FIN) (Jun 06, 2024 11:05 AM)

New Partners in Established Firms: What to Know, What to Ask (EDG, PRA) (Jun 03, 2024 02:30 PM)

Digital and Data Explosion: Protect Your Personal Privacy (TCH, EDG) (Jun 04, 2024 04:30 PM)

The Leadership Impact — How to Build and Lead a High Performing Team (FIN, EDG) (Jun 03, 2024 10:15 AM)

Harnessing Emotional Intelligence for Your Personal SWOT Strategy (FIN, EDG) (Jun 04, 2024 03:00 PM)

DEBATE: Accounting Judgment vs. Ownership Objectives: Finding the Middle Ground (FIN, EDG) (Jun 05, 2024 09:30 AM)

Accounting Across Ages: Wisdom, Innovation, and the Quest for Work-Life Balance (FIN, EDG) (Jun 06, 2024 09:30 AM)

The First 90 Days as a New Leader (FIN, EDG) (Jun 06, 2024 02:45 PM)

Your Path to Possibilities (Jun 03, 2024 10:15 AM)

Stuck in the Middle — Being a Leader Without Being at the Top (Jun 03, 2024 02:30 PM)

Increasing Self-Awareness and Getting Necessary Feedback (Jun 03, 2024 04:00 PM)

Building Your (Unique) Personal Brand (Jun 04, 2024 03:00 PM)

Work Life Harmony: Empowering Parents and Caregivers to Boundless Success at Work and at Home (Jun 04, 2024 04:30 PM)

The Role of a Manager — From Chaos to Harmony (Jun 05, 2024 08:00 AM)

Help Save the Profession: How to Start a CPA Firm (With Real Numbers!) (Jun 05, 2024 09:30 AM)

CPA Mission Possible — Adventures and Lessons Learned in the Profession (Jun 05, 2024 02:30 PM)

Effective Strategies for Impactful Mentorship (Jun 05, 2024 04:00 PM)

Style Shakeup: Leaders Unplugged (Jun 06, 2024 11:05 AM)

Emotional Intelligence for Accountants: Navigating Emotions in the Workplace (Jun 06, 2024 01:15 PM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

Leave Me Alone: People Management for the Non-People Person (Jun 03, 2024 11:45 AM)

Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH) (Jun 03, 2024 06:05 PM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

Artificial Intelligence - How to Unleash the Power of ChatGPT, Copilot and Other AI Tools (PFP, PRA, TCH) (Jun 05, 2024 08:00 AM)

Rising Stars to NextGen Rainmakers: How to Develop, Reward & Incentivize (PRA, PFP) (Jun 05, 2024 04:00 PM)

Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP) (Jun 06, 2024 09:30 AM)

Navigating the Balance: Prioritizing Mental Wellness for Financial Professionals (PFP, PRA, EDG, FIN) (Jun 06, 2024 11:05 AM)

Driving Innovation: Don't Be Scared (PRA, TCH) (Jun 03, 2024 02:30 PM)

New Partners in Established Firms: What to Know, What to Ask (EDG, PRA) (Jun 03, 2024 02:30 PM)

Building an Irresistible Employer Brand in a Competitive Talent Market (Jun 03, 2024 04:00 PM)

The Journey to M&A: How Private Equity is Impacting the Profession (Jun 03, 2024 04:00 PM)

Enhancing Firm Profitability (Jun 04, 2024 01:30 PM)

Redefining Growth: How CRM Can Support More Strategic Growth In Accounting Firms (Jun 04, 2024 01:30 PM)

The State of CPA Firm M&A – Trends, Opportunities, and Challenges (Jun 04, 2024 03:00 PM)

Mastering Client Onboarding for Client Advisory Services (Jun 04, 2024 04:30 PM)

Unlocking the Power of Non-Accountants in Your Accounting Firm (Jun 05, 2024 08:00 AM)

Things I Wish I Knew Before I Hit Professional Burnout (Jun 05, 2024 09:30 AM)

Unlocking Success: Mastering your Firm’s Strategy for CAS Practice Transformation (Jun 05, 2024 09:30 AM)

Best Practices Around Cyber and Risk Advisory Services (TCH, PRA) (Jun 05, 2024 11:05 AM)

Transformation for Small Firm Succession (Jun 05, 2024 11:05 AM)

Offshoring Lessons Learned (Jun 06, 2024 09:30 AM)

Tax Season Debrief: Jetsons Style (Jun 06, 2024 11:05 AM)

Elevating Your Client Experience - Creating a WOW Factor for Clients (Jun 06, 2024 01:15 PM)

Beyond the Book: Partner Compensation Models for Tomorrow’s CPA Firm (Jun 06, 2024 02:45 PM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

I Want to Grow My Practice... Now What? (Jun 03, 2024 11:45 AM)

Aligning the Key Practice Management Elements of Governance, Succession Planning, Partner Compensation, and Capital Solutions for Autonomous Decision Making (Jun 03, 2024 11:45 AM)

Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH) (Jun 03, 2024 06:05 PM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Radically Transform Your Pricing - presented by ADP (PRA) (Jun 04, 2024 07:30 AM)

Building an Integrated Firm of the Future: Connecting People, Data & Tech - presented by CPA.com (NAA, PRA, TCH) (Jun 03, 2024 01:40 PM)

Accelerating Efficiency: Transform Your Firm's Workflows - presented by ShareFile (PRA, TCH) (Jun 03, 2024 07:00 AM)

Elevate Your Workflows with ShareFile's Next-Gen Innovations - presented by ShareFile (NAA, PRA, TCH, TPR) (Jun 05, 2024 01:40 PM)

CAS 2.0 and SaaS: How to Scale your Practice and Deliver Business Insights CAS with Software-as-a-Service Platforms - presented by Pax8 (PRA) (Jun 04, 2024 07:30 AM)

What does the private equity boom mean for independent firms? - presented by Platform (PRA) (Jun 05, 2024 07:00 AM)

Inside Information for Firms Looking to Sell - presented by Platform (PRA) (Jun 05, 2024 01:40 PM)

Erase Client Frustration With Automated Tax Return Delivery They'll Adopt - presented by Safesend (TCH, PRA) (Jun 03, 2024 05:30 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Jackpot! How GenAI and Online Gambling Are Shaping Tomorrow's Wins - presented by alliantgroup (TCH, PRA) (Jun 03, 2024 07:00 AM)

HR Analytics to Power Your CAS Practice - presented by Paychex (PRA) (Jun 04, 2024 12:45 PM)

Ready for M&A? 5 Accounting Infrastructure Considerations to Make Before, During, and Post Transaction, presented by Justworks (FIN, PRA, NAA) (Jun 04, 2024 05:30 PM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

Artificial Intelligence - How to Unleash the Power of ChatGPT, Copilot and Other AI Tools (PFP, PRA, TCH) (Jun 05, 2024 08:00 AM)

Generative AI - Risk vs Reward: 2 Sides of the Same Coin (TCH, TPR, NAA) (Jun 04, 2024 03:00 PM)

Driving Innovation: Don't Be Scared (PRA, TCH) (Jun 03, 2024 02:30 PM)

Best Practices Around Cyber and Risk Advisory Services (TCH, PRA) (Jun 05, 2024 11:05 AM)

Tech Update | preceded by Technology Advisory Standing Ovation Recognition (Jun 03, 2024 10:15 AM)

Generative AI - Practical Uses in the Profession (TCH, FIN) (Jun 03, 2024 02:30 PM)

Enhancing the Efficiency and Accuracy of Carbon Accounting through the Integration of Advanced Technology and Automation (Jun 03, 2024 04:00 PM)

Cybersecurity Risk Management Strategies for Emerging Cyber Threats (TCH, TPR) (Jun 03, 2024 04:00 PM)

Inspector Gadget 2024 (Jun 04, 2024 01:30 PM)

Implementing Finance and Accounting Automation (Jun 04, 2024 03:00 PM)

Digital and Data Explosion: Protect Your Personal Privacy (TCH, EDG) (Jun 04, 2024 04:30 PM)

Evolving Your Tech Stack to Grow Your CAS Practice (Jun 04, 2024 04:30 PM)

Startup Accelerator: AI — the Great Equalizer (Jun 05, 2024 08:00 AM)

Automated GRC Tools That Drive SOC 2 and Other Framework Examinations (TCH, TPR) (Jun 05, 2024 11:05 AM)

The What, Why, and How Guide to Business Impact Assessments (Jun 05, 2024 09:30 AM)

Creating a Tech Stack — The Art of Digital Transformation (Jun 05, 2024 02:30 PM)

CITP Impact on the CPA Landscape: Integrating Technology and Information Systems (Jun 05, 2024 02:30 PM)

Digital Assets: Where We Are, Where We're Going, and What You Need to Know (TCH, NAA) (Jun 05, 2024 04:00 PM)

AI Effectiveness: Is it all Wizardry and Alchemy? (Jun 05, 2024 04:00 PM)

Profit in Precision: The Direct Link Between Data Governance and Value Creation (Jun 06, 2024 09:30 AM)

The Evolving Role of the CIO/CTO — A Panel Discussion (Jun 06, 2024 09:30 AM)

What's In My Bag? (Jun 06, 2024 11:05 AM)

Using Advanced Data Analytic and Automation Techniques to Supercharge Your Risk Insights, Efficiencies, and Assurance Coverage (Jun 06, 2024 11:05 AM)

Cyber Chat with Federal Law Enforcement (TCH, FIN) (Jun 06, 2024 01:15 PM)

The Data-Driven Landscape: Mastering BI and Analytics with Industry Leaders (TCH, FIN) (Jun 06, 2024 02:45 PM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

Reimagining the Digital Firm of the Future (Jun 03, 2024 11:45 AM)

Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH) (Jun 03, 2024 06:05 PM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Building an Integrated Firm of the Future: Connecting People, Data & Tech - presented by CPA.com (NAA, PRA, TCH) (Jun 03, 2024 01:40 PM)

Accelerating Tax Workflow: Harnessing the Power of Automation & AI - presented by Thomson Reuters (NAA, TCH) (Jun 04, 2024 12:45 PM)

The Future of Audit, featuring audit software pioneer David Wyle – presented by Thomson Reuters (NAA, TCH) (Jun 03, 2024 07:00 AM)

Future of Finance: The Power of Modern, Integrated T&E - presented by Navan (TCH, FIN) (Jun 03, 2024 05:30 PM)

Accelerating Efficiency: Transform Your Firm's Workflows - presented by ShareFile (PRA, TCH) (Jun 03, 2024 07:00 AM)

Elevate Your Workflows with ShareFile's Next-Gen Innovations - presented by ShareFile (NAA, PRA, TCH, TPR) (Jun 05, 2024 01:40 PM)

Using Generative AI: Here’s How the Competition is using Generative AI to Unlock Above Market Profitability, presented by Truewind.ai (TCH, NAA) (Jun 04, 2024 12:10 PM)

Creating Efficiencies In Your Digital Audit Workflow - presented by Wolters Kluwer (TCH, NAA) (Jun 04, 2024 05:30 PM)

Erase Client Frustration With Automated Tax Return Delivery They'll Adopt - presented by Safesend (TCH, PRA) (Jun 03, 2024 05:30 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Jackpot! How GenAI and Online Gambling Are Shaping Tomorrow's Wins - presented by alliantgroup (TCH, PRA) (Jun 03, 2024 07:00 AM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

IRA/Retirement Account Update (EST, PFP, TAX) | Preceded by the PFP Standing Ovation Awards and the PFP Distinguished Service Award (Jun 03, 2024 04:00 PM)

Sunset Multi-Year Income Tax Planning (Jun 05, 2024 04:00 PM)

Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST) (Jun 06, 2024 11:05 AM)

Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP) (Jun 06, 2024 02:45 PM)

Estate Planning Update (EST, TAX) | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jun 03, 2024 10:15 AM)

Should I Stay or Should I Go? Tax Residency Planning (EST, TAX) (Jun 04, 2024 03:00 PM)

Advanced Fiduciary Income Tax (EST, TAX) (Jun 04, 2024 03:00 PM)

Foreign Gift & Trust Reporting Forms 3520 and 3520A (TAX, EST) (Jun 04, 2024 04:30 PM)

Reading Trust and Will Documents (TAX, EST) (Jun 05, 2024 11:05 AM)

Grantor Trust Compliance: More Issues Than You Think (EST, TAX) (Jun 05, 2024 11:05 AM)

Estate Planning For the 99% (TAX, EST) (Jun 05, 2024 02:30 PM)

Tax Issues When a Business Owner Dies (EST, TAX, PFP) (Jun 05, 2024 04:00 PM)

Are You Prepared to Prepare the Complex Gift Tax Return? (TAX, EST) (Jun 05, 2024 04:00 PM)

Washington Update: Tax Outlook (TAX, EST) (Jun 05, 2024 08:00 AM)

Taking it Personally: An Individual Income Tax Update (Jun 03, 2024 02:30 PM)

K-2 and K-3 Update (Jun 03, 2024 11:45 AM)

Changing Your Residence from a High-Tax State to a Low-Tax State (Jun 03, 2024 04:00 PM)

BBA Correcting Partnership Returns (Jun 04, 2024 01:30 PM)

Real Estate Hot Topics (Jun 04, 2024 01:30 PM)

Using Your AI Assistant for Tax Automations (Jun 04, 2024 01:30 PM)

Why Crypto Tax Compliance Isn’t Getting Any Easier Despite New Guidance (Jun 04, 2024 03:00 PM)

Renewable Energy Tax Incentives Guidance (Jun 04, 2024 04:30 PM)

Partnership Hot Topics: Basis Adjustments (Jun 04, 2024 04:30 PM)

Business Tax Update (TAX, FIN) | preceded by the Sid Kess Award for Excellence in Continuing Education (Jun 05, 2024 09:30 AM)

Anatomy of a Tax Controversy (Jun 05, 2024 11:05 AM)

Don’t Guess and Make a Mess with QSBS (Jun 05, 2024 02:30 PM)

Hot S-Corp Issues (Jun 06, 2024 09:30 AM)

Advanced Education Planning: From 529 Plans to Student Loan Forgiveness (Jun 06, 2024 09:30 AM)

It's All Foreign to Me - International Tax Reporting and Disclosures (Jun 06, 2024 09:30 AM)

Fun with four-letter words: NIIT, SECA And PTET (Jun 03, 2024 04:00 PM)

R&D Tax Credit Introduction: HUGE Cash Savings for Taxpayers (Jun 06, 2024 11:05 AM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

Planning for a Surviving Spouse (EST, TAX) (Jun 03, 2024 11:45 AM)

AICPA Advocacy Update on Individual Tax Matters (Jun 06, 2024 11:05 AM)

Rethinking Tax Practice in the 21st Century: How to Stay Healthy, Happy, and Productive (Jun 03, 2024 11:45 AM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Beyond Tax: Adding Wealth Management to Your Service Offering - presented by AssetMark (PFP, TAX) (Jun 05, 2024 07:00 AM)

America at a Crossroads: Legislative Updates Impacting the US Economy - presented by alliantgroup (TAX) (Jun 03, 2024 05:30 PM)

Advanced Real Estate Tax Strategies: 1031 Exchange, 721 UPREIT and QOZ Fund - presented by Origin Investments (TAX, PFP) (Jun 04, 2024 12:10 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)

Sessions Included:

ENGAGE Keynote | Professional Issues Update (Jun 03, 2024 09:05 AM)

ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape (Jun 04, 2024 10:15 AM)

Generative AI - Risk vs Reward: 2 Sides of the Same Coin (TCH, TPR, NAA) (Jun 04, 2024 03:00 PM)

Decoding 402: Insights from SAS 145 Understanding User Auditor Needs (TPR, NAA) (Jun 06, 2024 01:15 PM)

Cybersecurity Risk Management Strategies for Emerging Cyber Threats (TCH, TPR) (Jun 03, 2024 04:00 PM)

Automated GRC Tools That Drive SOC 2 and Other Framework Examinations (TCH, TPR) (Jun 05, 2024 11:05 AM)

Beyond Today: The Next Chapter in SOC and Third-Party Risk (Jun 03, 2024 10:15 AM)

What if the SOCs Don’t Fit? Emergence of Non-Traditional Third-Party Assurance (Jun 03, 2024 02:30 PM)

Elevating Compliance: The Risk of Cloud Technologies and Their Impact on SOC Reporting (Jun 04, 2024 01:30 PM)

Guarding Objectivity: Professional Standards, SOC Reporting, and the Risks of Relationships (Jun 04, 2024 04:30 PM)

The Digital Frontier: Privacy's Role in SOC Reporting (Jun 05, 2024 08:00 AM)

Insiders' Perspective: An Expert Roundtable on SOC Audits and Third-Party Risks (Jun 05, 2024 09:30 AM)

Unpacking Common Issues Encountered During SOC Engagements — Insights for Service Organizations (Jun 05, 2024 11:05 AM)

Building Excellence: Crafting a Quality Management Program for SOC Practices (Jun 05, 2024 02:30 PM)

The Rise of AI: The Integration of AI In Third Party Risk Audits (Jun 05, 2024 04:00 PM)

Beyond the Checklist: Real-world Findings and Lessons from SOC Audits — Insights for Practitioners (SOCcer players) (Jun 06, 2024 09:30 AM)

Unlocking Potential: Strategies to Extract Maximum Value from SOC Reports (Jun 06, 2024 11:05 AM)

DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions​ (All tracks) (Jun 03, 2024 04:00 PM)

DEI Session: Inclusion Safety: The Secret Sauce to Talent Success​ | Part 1 (All tracks) (Jun 04, 2024 01:30 PM)

DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success​ | Part 2 (All tracks)​ (Jun 05, 2024 09:30 AM)

DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks) (Jun 05, 2024 11:05 AM)

DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks) (Jun 05, 2024 02:30 PM)

Unlocking the Key Lessons and Takeaways from SOC School (Jun 03, 2024 11:45 AM)

AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks) (Jun 05, 2024 11:00 AM)

Elevate Your Workflows with ShareFile's Next-Gen Innovations - presented by ShareFile (NAA, PRA, TCH, TPR) (Jun 05, 2024 01:40 PM)

ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions (Jun 03, 2024 07:20 AM)

ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees (Jun 03, 2024 03:45 PM)

ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman (Jun 03, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley (Jun 03, 2024 02:00 PM)

ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware (Jun 04, 2024 08:40 AM)

ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen (Jun 04, 2024 12:45 PM)

ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients (Jun 04, 2024 02:45 PM)

ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson (Jun 04, 2024 04:15 PM)

ENGAGE Live Studio: Day 3 - Morning Welcome (Jun 05, 2024 07:45 AM)

ENGAGE Live Studio: AmplifiHER with Sue Coffey (Jun 05, 2024 09:00 AM)

ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak (Jun 05, 2024 01:00 PM)

ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker (Jun 05, 2024 02:00 PM)

ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc. (Jun 05, 2024 03:45 PM)

ENGAGE Live Studio: Exhibit Hall Tour (Jun 05, 2024 10:45 AM)

ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks (Jun 06, 2024 07:45 AM)

ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List (Jun 06, 2024 09:15 AM)

ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar (Jun 06, 2024 12:50 PM)