Sessions Included:

Tax Reform Panel (Complimentary Session) (Jun 10, 2018 04:10 PM)

Making Tax Smart Decisions with Your Investments (Jun 10, 2018 04:10 PM)

Annuities in Retirement (Jun 11, 2018 06:00 AM)

Regulatory Update (Jun 11, 2018 06:00 AM)

Beyond the Math (Jun 11, 2018 06:00 AM)

Crisis Management & Emergency Preparedness: Coverage Lessons Learned From Recent Catastrophic Events (Jun 11, 2018 06:00 AM)

U.S. Tax Implications of Cross Border Activities (Jun 11, 2018 06:00 AM)

Private Placement Life Insurance as a Tax Strategy (Jun 11, 2018 06:00 AM)

Investment Performance Attestation: A GIPS 2020 Update (Jun 11, 2018 06:00 AM)

AICPA Update (Jun 11, 2018 07:00 AM)

Estate Planning Update (Jun 11, 2018 07:00 AM)

Data-Driven Leader Session 1: Creating a Data-Driven Business Strategy (Jun 11, 2018 07:00 AM)

Revenue Recognition (FASB ASC 606): Practical Implementation Advice and Illustrations (Jun 11, 2018 08:30 AM)

Guaranteed Income and Optimal Retirement Income Strategies (Jun 11, 2018 08:30 AM)

Cybersecurity & Regulations: Are You Safe and Compliant? (Jun 11, 2018 08:30 AM)

Planning for Section 199A Including Estates and Trusts (Jun 11, 2018 08:30 AM)

Peer Review Team Captain Training: Part I (Jun 11, 2018 08:30 AM)

Risk Tolerance (Jun 11, 2018 08:30 AM)

Update on LTC Insurance (Jun 11, 2018 08:30 AM)

Data-Driven Leader Session 2: Becoming a Data-Driven Organization (Jun 11, 2018 08:30 AM)

Panel Discussion with Technical Issues Committee (Jun 11, 2018 10:15 AM)

Revenue Recognition: In-Depth Focus on Variable Consideration & Customer Loyalty Programs (Jun 11, 2018 10:15 AM)

Peer Review Update (Jun 11, 2018 10:15 AM)

Complex Compensation Arrangements (Jun 11, 2018 10:15 AM)

Practical Implementation of Wealth Transfer Strategies (Jun 11, 2018 10:15 AM)

Estate Planning Speed Round! (Jun 11, 2018 10:15 AM)

Advanced 199A (Jun 11, 2018 10:15 AM)

Global Data Compliance and Privacy Under GDPR (Jun 11, 2018 10:15 AM)

Auditing the Implementation of the New Revenue Recognition Standard (Jun 11, 2018 02:30 PM)

David vs. Goliath (Jun 11, 2018 02:30 PM)

Mom Liked You Best: Common Reasons Why Estate Plans Fail (Jun 11, 2018 02:30 PM)

Framework for the Active Passive Discussion (Jun 11, 2018 02:30 PM)

The Use of Trusts in Planning One's Estate (Jun 11, 2018 02:30 PM)

Tax Filing Issue for Decedents (Jun 11, 2018 02:30 PM)

Top Tax Planning Techniques (Jun 11, 2018 02:30 PM)

Gift Tax & Traps (Jun 11, 2018 02:30 PM)

Data-Driven Leader Session 3: Enabling a Data-Driven Culture (Jun 11, 2018 02:30 PM)

Inside the Tax Studio: Navigating the (Jun 11, 2018 02:30 PM)

PCPS Roundtables (Jun 11, 2018 03:20 PM)

IMTA Town Hall (Jun 11, 2018 03:20 PM)

FAQ Session - Pt. 1 Accounting & Financial Reporting (Jun 11, 2018 03:35 PM)

Trends In Litigation Against Accounting Firms (Jun 11, 2018 03:35 PM)

Employee Benefit Plan A&A Update (Jun 11, 2018 03:35 PM)

Revolutionary Retirement Planning Session (Jun 11, 2018 03:35 PM)

Enterprise Content Management (Jun 11, 2018 03:35 PM)

Estate Planning When IRS Interest Rates are on the Rise (Jun 11, 2018 03:35 PM)

Integrating Family Businesses & Human Capital in Portfolio Management (Jun 11, 2018 03:35 PM)

Liability Insurance for the Advisor (Jun 11, 2018 03:35 PM)

Trusts as IRA Beneficiaries (Jun 11, 2018 03:35 PM)

Hot Estate Tax Audit Issues (Jun 11, 2018 03:35 PM)

How Irrevocable Grantor Trusts Affect The Accounting Community (Jun 11, 2018 03:35 PM)

Cryptocurrency: A Global Accounting and Tax Perspective (Jun 11, 2018 03:35 PM)

Elevating Your Impact on Audits with Data Analytics (Jun 11, 2018 04:45 PM)

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Solution Session: Top Regulatory Items on the Horizon. Are Your Clients Prepared? (Jun 12, 2018 06:00 AM)

Solution Session: Start Your Growth Engine: Rev Up Your Profits with the Right Approach to Payroll (Jun 12, 2018 06:00 AM)

Solution Session: How Technology Can Take Your Firm from Traditional Accounting Practice to Full Advisory and Consulting Services (Jun 12, 2018 06:00 AM)

Your Firm's Quality Control - Tailoring It To Your Practice (Jun 12, 2018 06:00 AM)

Upcoming Changes to the Auditor's Report - Turn Your Report Upside Down (Jun 12, 2018 06:00 AM)

Audit Documentation (Jun 12, 2018 06:00 AM)

Financial Planning Ideas from Inside the 1040 (Jun 12, 2018 06:00 AM)

Blockchain 101 (Jun 12, 2018 06:00 AM)

Be A Retirement Superhero To Your Clients (Jun 12, 2018 06:00 AM)

Building a Firm Culture for Community Outreach (Jun 12, 2018 06:00 AM)

Charitable Tax Strategies, Especially With Retirement Accounts (Jun 12, 2018 06:00 AM)

AICPA Trust, Estate, and Gift Tax Technical Resource (Jun 12, 2018 06:00 AM)

Gig Economy-Taxation Aspects of the New Economy (Jun 12, 2018 06:00 AM)

Go Beyond Today’s Firm Services (Jun 12, 2018 07:00 AM)

Tech Update (Jun 12, 2018 07:00 AM)

Trust Planning after the Tax Law: The CPA's Role - Preceded by The 2018 P. Thomas Austin Scholarship Award, presented by Bob Keebler (Jun 12, 2018 07:00 AM)

An Invitation to Play in the World of Possibility (Jun 12, 2018 07:00 AM)

Must-Haves to Win with Flex (Jun 12, 2018 08:30 AM)

Peer Review Team Captain Training: Part II (Jun 12, 2018 08:30 AM)

FAQ Session - Pt. 2 Audit, Attest, Compilations, Reviews, Preparations (Jun 12, 2018 08:30 AM)

Ethics Update (Jun 12, 2018 08:30 AM)

Update on SOC 2 (Jun 12, 2018 08:30 AM)

Accounting and Auditing Considerations around Going Concern (Jun 12, 2018 08:30 AM)

Creating a Winning Firm Culture (Jun 12, 2018 08:30 AM)

Data Analytic Concepts for Practitioners (Jun 12, 2018 08:30 AM)

Managing a Business/Firm in the Cloud (Jun 12, 2018 08:30 AM)

Putting AI to Work in Accounting (Jun 12, 2018 08:30 AM)

Navigating the Portability Rules (Jun 12, 2018 08:30 AM)

Special Tax Considerations Dissolving the Family Partnership (Jun 12, 2018 08:30 AM)

Estate Planning with IRAs (Jun 12, 2018 08:30 AM)

Accountants Role in Estate Administration (Basic) (Jun 12, 2018 08:30 AM)

Being Me in Accounting (Jun 12, 2018 08:30 AM)

Naked Leadership (Jun 12, 2018 08:30 AM)

Human Intelligence: Coaching and Mentoring to Drive Value (Jun 12, 2018 08:30 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

Performing Analytical Procedures in Review Engagements (Jun 12, 2018 10:20 AM)

Best Practices for Retirement Income Planning (Jun 12, 2018 10:20 AM)

Nuts and Bolts of the New Lease Accounting Standard (Jun 12, 2018 10:20 AM)

Data Analytics and Visualization (Jun 12, 2018 10:20 AM)

The State Matters! Education Planning w/ 529s (Jun 12, 2018 10:20 AM)

The Hybrid Domestic Asset Protection Trust (Jun 12, 2018 10:20 AM)

Stuck in Status Quo (and How to Break Out of It) (Jun 12, 2018 10:20 AM)

CPA Firm Recruiting Strategies (Jun 12, 2018 10:20 AM)

Building a NextGen Firm (Jun 12, 2018 10:20 AM)

How Tech is Transforming the Practice: Opportunities for the Digital CPA (Jun 12, 2018 10:20 AM)

GST Tax Planning, Pitfalls & Pointers (Jun 12, 2018 10:20 AM)

Pitfalls in the Preparation of Form 1041 (Jun 12, 2018 10:20 AM)

Making Sense of the New Sec. 199A 20% Deduction (Jun 12, 2018 10:20 AM)

It’s Hard to Be Good: Impact Investing Strategies and Tax Considerations (Jun 12, 2018 10:20 AM)

Implementing Robotics Process Automation: Tales from the Front Line (Jun 12, 2018 10:20 AM)

Master Your Stories (Jun 12, 2018 10:20 AM)

Lunch & Learn: Redesign Your Firm, Client Experience, and Life (Jun 12, 2018 11:50 AM)

Lunch & Learn: How Leadership and Experience Drives a Strong, Cool Culture (Jun 12, 2018 11:50 AM)

Lunch & Learn: Estate Planning for Digital Assets (Jun 12, 2018 11:50 AM)

Lunch & Learn: Hollywood's Take on Estate Planning (Jun 12, 2018 11:50 AM)

Lunch & Learn: Starting a PFP Practice (Jun 12, 2018 11:50 AM)

Lunch & Learn: Succession Planning and Valuing an Accounting Firm (Jun 12, 2018 11:50 AM)

Lunch & Learn: Blockchain and the Future of…Everything (Jun 12, 2018 11:50 AM)

Lunch & Learn: Getting Started with Innovation (Jun 12, 2018 11:50 AM)

Solution Session: The Intelligence Augmentation Playbook - Deploying Innovation Firm Wide with Immediate Impact (Jun 12, 2018 11:50 AM)

Implementing a Control Reliance Strategy in Private Companies (Jun 12, 2018 12:50 PM)

Sampling Strategies and Audit Sampling Guide Overview (Jun 12, 2018 12:50 PM)

Alternatives to GAAP: The FRFs Formerly Known as OCBOA (Jun 12, 2018 12:50 PM)

Planning for Aging & Ill Clients (Jun 12, 2018 12:50 PM)

The Top 10 CRM Aspects You’re Ignoring (Jun 12, 2018 12:50 PM)

Innovations in Fee Structures: How to Fight Low-Cost Alternatives with Structured Propositions and Pricing Techniques (Jun 12, 2018 12:50 PM)

Improving Client Experience to Drive Loyalty and Profits (Jun 12, 2018 12:50 PM)

Improve Client Service by Diving into the Big Data (Jun 12, 2018 12:50 PM)

IT's Role in M&A (Jun 12, 2018 12:50 PM)

Expansion of Advisory Services Panel (Jun 12, 2018 12:50 PM)

Professional Collaboration - Team Approach to Estate Planning (Jun 12, 2018 12:50 PM)

Advanced Post Mortem Planning (Jun 12, 2018 12:50 PM)

Transfer Tax Valuation - Effective Melding of Disciplines (Jun 12, 2018 12:50 PM)

Real Estate Update (Jun 12, 2018 12:50 PM)

Making Sense of the New Sec. 199A 20% Deduction (Repeat of TAX1803) (Jun 12, 2018 12:50 PM)

Feedback: Get It, Give It, Use It. (Jun 12, 2018 12:50 PM)

Outside-in Innovation: Transforming the Accounting Profession with FinTech and EdTech Startups (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

Mind & Money: Cognitive Ability and Wealth Among the Elderly (Jun 12, 2018 03:05 PM)

The Truth About ETFs (Jun 12, 2018 03:05 PM)

Disability Insurance for Each State of Life (Jun 12, 2018 03:05 PM)

Servant Leadership (Jun 12, 2018 03:05 PM)

Trends in Firm Succession Planning (Jun 12, 2018 03:05 PM)

Practical Tips for Effective Women's Initiatives (Jun 12, 2018 03:05 PM)

Partner Compensation and Structure - Bringing the "Performance" Back Into Performance-Based Compensation (Jun 12, 2018 03:05 PM)

Digital Plumbing: A Primer (Jun 12, 2018 03:05 PM)

Blockchain Application (Jun 12, 2018 03:05 PM)

IRA after Death (Jun 12, 2018 03:05 PM)

Estate Planning with No Children: Married and Single (Jun 12, 2018 03:05 PM)

2018 Ethics and Circular 230 for Estate and Gift Tax (Jun 12, 2018 03:05 PM)

Impact of AI on Our Profession (Jun 12, 2018 03:05 PM)

The Latest in FATCA and FBAR Enforcement (Jun 12, 2018 03:05 PM)

The Impact of "US Tax Reform" on Partnerships and Partners (Jun 12, 2018 03:05 PM)

Planning for the Modern Family (Jun 12, 2018 04:10 PM)

Making Intentional Career Choices (Jun 12, 2018 03:05 PM)

ENGAGE Your Associates: 18 Ideas to Make Firm Communications More Productive (Jun 12, 2018 04:10 PM)

Everything You Want to Know About Leadership Development and Training (Jun 12, 2018 04:10 PM)

The Big Shift (Jun 12, 2018 04:10 PM)

Excel Data Model and Power BI Fundamentals (Jun 12, 2018 04:10 PM)

Modifying an Irrevocable Trust with Decanting and Other Alternatives (Jun 12, 2018 04:10 PM)

Donor Advised Funds & Private Foundations (Jun 12, 2018 04:10 PM)

The Impact of the "Tax Cuts & Jobs Act" on Life Insurance (Jun 12, 2018 04:10 PM)

Advanced S-Corp Taxation (Jun 12, 2018 04:10 PM)

What Every Advisor Should Know About Managing Family Foundations (Jun 12, 2018 03:05 PM)

Data-Driven Leader Session 4: Overcoming Common Challenges (Jun 12, 2018 04:10 PM)

Stand Up & Lean In (Jun 12, 2018 04:10 PM)

Learn to Fly: How to Create an Effective Exit Strategy (Jun 12, 2018 04:10 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

The Continuing Saga of Tax Legislation (Jun 13, 2018 08:30 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Standard Setting Activities of the Auditing Standards Board and the Accounting and Review Services Committee (Jun 13, 2018 10:05 AM)

Traps for the Unwary: Estate Planners' Duties, Proscriptions and Conundrums (Jun 13, 2018 10:05 AM)

Cross Border Planning (Jun 13, 2018 10:05 AM)

Hot Tax Topics (Jun 13, 2018 10:05 AM)

Charging Up Your Firm's Profitability (Jun 13, 2018 10:05 AM)

Virtual CFO in Action (Jun 13, 2018 10:05 AM)

Revolutionized Planning to Pay for Long Term Care: Harnessing Bots, Bioscience, and AI (Jun 13, 2018 10:05 AM)

Document Review for CPAs (Jun 13, 2018 10:05 AM)

Charitable Issues (Jun 13, 2018 10:05 AM)

Accounting Disrupted: Preparing for the Megatrends Affecting the Profession (Jun 13, 2018 10:05 AM)

Courageous Leadership: Adding Accountability to Organizations (Jun 13, 2018 10:05 AM)

The Art of "Owning It" (Jun 13, 2018 10:05 AM)

Lunch & Learn: Continuing the Conversation: The Critical Role Women Play in the Financial Planning Industry (Jun 13, 2018 11:40 AM)

Lunch & Learn: Practical Issues in Portfolio Management (Jun 13, 2018 11:40 AM)

Lunch & Learn: Offers-in-Compromise (Jun 13, 2018 11:40 AM)

Lunch & Learn: Latest Internet of Things (IoT) To Get Excited About (Jun 13, 2018 11:40 AM)

Solution Session: 3 Cornerstones of Disaster Recovery for Accounting Firms (Jun 12, 2018 11:50 AM)

Accelerate Growth with Technology Built for the Real World (Jun 13, 2018 11:40 AM)

Is it Debt, or is it Equity? (Jun 13, 2018 12:45 PM)

Implementing CECL: What You Need to Know About Estimates and Financial Instruments (Jun 13, 2018 12:45 PM)

The Dialogue Between QC & CAS Leaders (Jun 13, 2018 12:45 PM)

Tax-Efficient Retirement Withdrawals (Jun 13, 2018 12:45 PM)

Practical Compensation Strategies from Hire to Retire (Jun 13, 2018 12:45 PM)

A Debate: Should Your Clients Use or Own Cryptocurrencies (Jun 13, 2018 12:45 PM)

Overseeing Marketing - What's Next (Jun 13, 2018 12:45 PM)

Market Trends in M&A (Jun 13, 2018 12:45 PM)

Shut Up and Eat Your French Fries: Asking Effective Questions (Jun 13, 2018 12:45 PM)

Leveraging Machine Learning to Focus on Value (Jun 13, 2018 12:45 PM)

Small Firm Technology Solutions (Jun 13, 2018 12:45 PM)

Estate Planning for Large Estates (Jun 13, 2018 12:45 PM)

Impact of Tax Reform on Closely-Held Businesses and Their Owners (Jun 13, 2018 12:45 PM)

Tax Strategies for Life's Big Changes (Jun 13, 2018 12:45 PM)

Navigating Family Dynamics (Jun 13, 2018 12:45 PM)

Achieving Your Highest Priorities (Jun 13, 2018 12:45 PM)

Thought Leadership: Your Practical Application Guide (Jun 13, 2018 12:45 PM)

GAO Yellow Book Government Auditing Standards Update (Jun 13, 2018 02:15 PM)

New Lease Standards - Tools - PART 2 (Jun 13, 2018 02:15 PM)

Estate Planning for the 99% (Jun 13, 2018 02:15 PM)

Transitioning to Medicare (Jun 13, 2018 02:15 PM)

Positive Life Planning™: Core Skills for Becoming Client's Most Trusted Advisor (Jun 13, 2018 02:15 PM)

Teach Your People to be High Performers (Jun 13, 2018 02:15 PM)

Excel for Firm Management (Jun 13, 2018 02:15 PM)

3 Ways to Work Less and Accomplish More! (Anti - Time Management) (Jun 13, 2018 02:15 PM)

Key Concepts Your Ownership Agreements Should Include & Trends (Jun 13, 2018 02:15 PM)

Panel: Third Party Technology Risk Assurance Services (Jun 13, 2018 02:15 PM)

Futuristic Technologies That Are Changing Our World (Jun 13, 2018 02:15 PM)

Hot Industries Ripe for SUT Guidance (Jun 13, 2018 02:15 PM)

Taxation of Property Transactions - Important Doctrines (Jun 13, 2018 02:15 PM)

State & Local Taxation: Where to Retire and/or Avoid the New Federal SALT Deduction Limitations (Jun 13, 2018 02:15 PM)

Family Office Executive Recruiting and Compensation - Trends, Challenges and Best Practices (Jun 13, 2018 02:15 PM)

Change Your Business Model to Realize Your Organization's Long-term Success  (Jun 13, 2018 02:15 PM)

Collective Hoop: How High-Achieving Teams Process Small Goals Collectively to Achieve Maximum Results (Jun 13, 2018 02:15 PM)

Congrats, You're a Manager! What Did You Get Yourself Into? (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

CyberSecurity Advisory & Attest Services - What are They and How Can You Monitize Them For Your Practice (Jun 13, 2018 03:35 PM)

Social Security the Only Annuity All Clients Count On (Jun 13, 2018 03:35 PM)

NING Trusts After Tax Reform: Saving State Income Taxes (Jun 13, 2018 03:35 PM)

Risky Business: Properly Assessing and Responding to Audit Risk (Jun 13, 2018 03:35 PM)

Negotiating and Overcoming Objections (Jun 13, 2018 03:35 PM)

BYO - Latest Trends and Strategies (Jun 13, 2018 03:35 PM)

Workflow Technology - Helping Firms To Stay Ahead of Disruption (Jun 13, 2018 03:35 PM)

Nexus and Apportionment for Multi-state Businesses (Jun 13, 2018 03:35 PM)

Using Trusts to Achieve Significant Personal Income Tax Deductions, Deferrals & Legal Income Tax Avoidance (Jun 13, 2018 03:35 PM)

Working with Family Investment Partnerships (Jun 13, 2018 03:35 PM)

Come Sit By Me (Jun 13, 2018 03:35 PM)

5 Questions to Manage up or Manage Staff (Jun 13, 2018 03:35 PM)

Feedback and Coaching for Leaders in Today's Talent Management Environment (Jun 14, 2018 06:00 AM)

Employment Law from a Federal Perspective - Firm Leaders Can't Afford the Luxury of Ignorance (Jun 14, 2018 06:00 AM)

Tax Season Debrief (Jun 14, 2018 06:00 AM)

Office 365 - The Other Applications (Jun 14, 2018 06:00 AM)

PCPS Hot Topics in Practice Management (Jun 14, 2018 06:00 AM)

Basics of International Income Taxation for Individuals and Trusts - Understanding the Big Picture (Jun 14, 2018 06:00 AM)

Human Intelligence: Change Management Where Data and People Intersect (Jun 14, 2018 06:00 AM)

Making It Stick - Driving Learning and Development Programs That Yield Results (Jun 14, 2018 08:30 AM)

Lean Administrative Efficiency (Jun 14, 2018 08:30 AM)

End User Security Awareness (Jun 14, 2018 08:30 AM)

Family Office: Automating Support Functions for High Net Worth Clients (Jun 14, 2018 08:30 AM)

Navigating a Bold, New Tax World: Estate & Financial Planning Under the "Tax Cuts & Jobs Act" (Jun 14, 2018 08:30 AM)

The Ideal Team Player and YOU! (Jun 14, 2018 08:30 AM)

Performing Under Pressure (from the Diamond to the Board Room) (Jun 14, 2018 08:30 AM)

Listen to Me: How to Conduct an Effective Stay Interview (Jun 14, 2018 10:15 AM)

The Risks of Improper Risk Assessment (Jun 14, 2018 10:15 AM)

Hot Tax Topics (Repeat of session PST1827) (Jun 14, 2018 10:15 AM)

Moving from Compliance to Reliance (Jun 14, 2018 10:15 AM)

What You Should Expect from IT (Jun 14, 2018 10:15 AM)

The Role of "Robo" in Defined Contribution Plans (Jun 14, 2018 10:15 AM)

The Impact of "US Tax Reform" on Compensation and Employee Benefits (Jun 14, 2018 10:15 AM)

Taxation for Active Investors/Traders (Jun 14, 2018 10:15 AM)

International Provisions of Tax Cuts and Jobs Act and Planning Ideas for Individuals (Jun 14, 2018 10:15 AM)

Confessions of an Introvert (Jun 14, 2018 10:15 AM)

Creating Extraordinary Content (Jun 14, 2018 10:15 AM)

Lunch & Learn: Creating a Culture of Privacy & Security Within Your Organization (Jun 14, 2018 11:15 AM)

Lunch & Learn: Prepare for Cyberattacks Across the Globe (Jun 14, 2018 11:15 AM)

Practitioners Roundtables (1): Human Resources (Jun 14, 2018 12:15 PM)

Practitioners Roundtables (2): Technology (Jun 14, 2018 12:15 PM)

Practitioners Roundtables (3): Business Development (Jun 14, 2018 12:15 PM)

Security Fundamentals (Jun 14, 2018 12:15 PM)

Being Anticipatory - Collaborating on the Hard Trends (Jun 14, 2018 12:15 PM)

Like-kind Exchanges (Jun 14, 2018 12:15 PM)

Reading a Trust Document for Income Tax Practitioners (Jun 14, 2018 12:15 PM)

IRS Update: Hot Tips on Tax Penalties (Jun 14, 2018 12:15 PM)

Human Intelligence: Simplifying Complex Problems (Jun 14, 2018 12:15 PM)

Actionable Body Language Tips for Professionals (Jun 14, 2018 12:15 PM)

Leadership in the Profession (Jun 14, 2018 12:15 PM)

Inspector Gadget (Jun 14, 2018 01:45 PM)

IRS Collection & Enforcement Update: What Every Practitioner Needs to Know (Jun 14, 2018 01:45 PM)

Igniting Inspiration: How to Inspire Collaboration Among Teams (Jun 14, 2018 01:45 PM)

ABC...XYZ (Jun 14, 2018 01:45 PM)

50 Innovative Ideas and Practices in 50 Minutes (Jun 14, 2018 03:15 PM)

The BOUNCE! Elevating and Accelerating Your Career in an Age of Abundance (Jun 14, 2018 03:15 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Lunch & Learn: Sorting through the COVFEFE: What "Tax Reform" Really Means for Families and Family Businesses (Jun 13, 2018 11:40 AM)

Auditing Revenue Recognition (Jun 11, 2018 06:00 AM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: New Revenue Recognition Standard (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

Investment Performance Attestation: A GIPS 2020 Update (Jun 11, 2018 06:00 AM)

AICPA Update (Jun 11, 2018 07:00 AM)

Revenue Recognition (FASB ASC 606): Practical Implementation Advice and Illustrations (Jun 11, 2018 08:30 AM)

Peer Review Team Captain Training: Part I (Jun 11, 2018 08:30 AM)

Panel Discussion with Technical Issues Committee (Jun 11, 2018 10:15 AM)

Revenue Recognition: In-Depth Focus on Variable Consideration & Customer Loyalty Programs (Jun 11, 2018 10:15 AM)

Peer Review Update (Jun 11, 2018 10:15 AM)

Complex Compensation Arrangements (Jun 11, 2018 10:15 AM)

Auditing the Implementation of the New Revenue Recognition Standard (Jun 11, 2018 02:30 PM)

FAQ Session - Pt. 1 Accounting & Financial Reporting (Jun 11, 2018 03:35 PM)

Trends In Litigation Against Accounting Firms (Jun 11, 2018 03:35 PM)

Employee Benefit Plan A&A Update (Jun 11, 2018 03:35 PM)

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Your Firm's Quality Control - Tailoring It To Your Practice (Jun 12, 2018 06:00 AM)

Upcoming Changes to the Auditor's Report - Turn Your Report Upside Down (Jun 12, 2018 06:00 AM)

Audit Documentation (Jun 12, 2018 06:00 AM)

Peer Review Team Captain Training: Part II (Jun 12, 2018 08:30 AM)

FAQ Session - Pt. 2 Audit, Attest, Compilations, Reviews, Preparations (Jun 12, 2018 08:30 AM)

Ethics Update (Jun 12, 2018 08:30 AM)

Update on SOC 2 (Jun 12, 2018 08:30 AM)

Accounting and Auditing Considerations around Going Concern (Jun 12, 2018 08:30 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

Performing Analytical Procedures in Review Engagements (Jun 12, 2018 10:20 AM)

Nuts and Bolts of the New Lease Accounting Standard (Jun 12, 2018 10:20 AM)

Data Analytics and Visualization (Jun 12, 2018 10:20 AM)

Lunch & Learn: Blockchain and the Future of…Everything (Jun 12, 2018 11:50 AM)

Implementing a Control Reliance Strategy in Private Companies (Jun 12, 2018 12:50 PM)

Sampling Strategies and Audit Sampling Guide Overview (Jun 12, 2018 12:50 PM)

Alternatives to GAAP: The FRFs Formerly Known as OCBOA (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Standard Setting Activities of the Auditing Standards Board and the Accounting and Review Services Committee (Jun 13, 2018 10:05 AM)

Is it Debt, or is it Equity? (Jun 13, 2018 12:45 PM)

Implementing CECL: What You Need to Know About Estimates and Financial Instruments (Jun 13, 2018 12:45 PM)

The Dialogue Between QC & CAS Leaders (Jun 13, 2018 12:45 PM)

GAO Yellow Book Government Auditing Standards Update (Jun 13, 2018 02:15 PM)

New Lease Standards - Tools - PART 2 (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

CyberSecurity Advisory & Attest Services - What are They and How Can You Monitize Them For Your Practice (Jun 13, 2018 03:35 PM)

Risky Business: Properly Assessing and Responding to Audit Risk (Jun 13, 2018 03:35 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Auditing Revenue Recognition (Jun 11, 2018 06:00 AM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: New Revenue Recognition Standard (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

Tax Reform Panel (Complimentary Session) (Jun 10, 2018 04:10 PM)

U.S. Tax Implications of Cross Border Activities (Jun 11, 2018 06:00 AM)

Private Placement Life Insurance as a Tax Strategy (Jun 11, 2018 06:00 AM)

Estate Planning Update (Jun 11, 2018 07:00 AM)

Planning for Section 199A Including Estates and Trusts (Jun 11, 2018 08:30 AM)

Practical Implementation of Wealth Transfer Strategies (Jun 11, 2018 10:15 AM)

Estate Planning Speed Round! (Jun 11, 2018 10:15 AM)

Advanced 199A (Jun 11, 2018 10:15 AM)

The Use of Trusts in Planning One's Estate (Jun 11, 2018 02:30 PM)

Tax Filing Issue for Decedents (Jun 11, 2018 02:30 PM)

Top Tax Planning Techniques (Jun 11, 2018 02:30 PM)

Gift Tax & Traps (Jun 11, 2018 02:30 PM)

Trusts as IRA Beneficiaries (Jun 11, 2018 03:35 PM)

Hot Estate Tax Audit Issues (Jun 11, 2018 03:35 PM)

How Irrevocable Grantor Trusts Affect The Accounting Community (Jun 11, 2018 03:35 PM)

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Charitable Tax Strategies, Especially With Retirement Accounts (Jun 12, 2018 06:00 AM)

AICPA Trust, Estate, and Gift Tax Technical Resource (Jun 12, 2018 06:00 AM)

Trust Planning after the Tax Law: The CPA's Role - Preceded by The 2018 P. Thomas Austin Scholarship Award, presented by Bob Keebler (Jun 12, 2018 07:00 AM)

Navigating the Portability Rules (Jun 12, 2018 08:30 AM)

Special Tax Considerations Dissolving the Family Partnership (Jun 12, 2018 08:30 AM)

Estate Planning with IRAs (Jun 12, 2018 08:30 AM)

Accountants Role in Estate Administration (Basic) (Jun 12, 2018 08:30 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

The State Matters! Education Planning w/ 529s (Jun 12, 2018 10:20 AM)

GST Tax Planning, Pitfalls & Pointers (Jun 12, 2018 10:20 AM)

Pitfalls in the Preparation of Form 1041 (Jun 12, 2018 10:20 AM)

Lunch & Learn: Estate Planning for Digital Assets (Jun 12, 2018 11:50 AM)

Lunch & Learn: Hollywood's Take on Estate Planning (Jun 12, 2018 11:50 AM)

Planning for Aging & Ill Clients (Jun 12, 2018 12:50 PM)

Professional Collaboration - Team Approach to Estate Planning (Jun 12, 2018 12:50 PM)

Advanced Post Mortem Planning (Jun 12, 2018 12:50 PM)

Transfer Tax Valuation - Effective Melding of Disciplines (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

IRA after Death (Jun 12, 2018 03:05 PM)

Estate Planning with No Children: Married and Single (Jun 12, 2018 03:05 PM)

2018 Ethics and Circular 230 for Estate and Gift Tax (Jun 12, 2018 03:05 PM)

Impact of AI on Our Profession (Jun 12, 2018 03:05 PM)

Modifying an Irrevocable Trust with Decanting and Other Alternatives (Jun 12, 2018 04:10 PM)

Donor Advised Funds & Private Foundations (Jun 12, 2018 04:10 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

The Continuing Saga of Tax Legislation (Jun 13, 2018 08:30 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Traps for the Unwary: Estate Planners' Duties, Proscriptions and Conundrums (Jun 13, 2018 10:05 AM)

Revolutionized Planning to Pay for Long Term Care: Harnessing Bots, Bioscience, and AI (Jun 13, 2018 10:05 AM)

Document Review for CPAs (Jun 13, 2018 10:05 AM)

Charitable Issues (Jun 13, 2018 10:05 AM)

Estate Planning for Large Estates (Jun 13, 2018 12:45 PM)

Estate Planning for the 99% (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

NING Trusts After Tax Reform: Saving State Income Taxes (Jun 13, 2018 03:35 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Lunch & Learn: Sorting through the COVFEFE: What "Tax Reform" Really Means for Families and Family Businesses (Jun 13, 2018 11:40 AM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

Making Tax Smart Decisions with Your Investments (Jun 10, 2018 04:10 PM)

Annuities in Retirement (Jun 11, 2018 06:00 AM)

Regulatory Update (Jun 11, 2018 06:00 AM)

Beyond the Math (Jun 11, 2018 06:00 AM)

Crisis Management & Emergency Preparedness: Coverage Lessons Learned From Recent Catastrophic Events (Jun 11, 2018 06:00 AM)

Guaranteed Income and Optimal Retirement Income Strategies (Jun 11, 2018 08:30 AM)

Cybersecurity & Regulations: Are You Safe and Compliant? (Jun 11, 2018 08:30 AM)

Planning for Section 199A Including Estates and Trusts (Jun 11, 2018 08:30 AM)

Risk Tolerance (Jun 11, 2018 08:30 AM)

Update on LTC Insurance (Jun 11, 2018 08:30 AM)

Practical Implementation of Wealth Transfer Strategies (Jun 11, 2018 10:15 AM)

David vs. Goliath (Jun 11, 2018 02:30 PM)

Mom Liked You Best: Common Reasons Why Estate Plans Fail (Jun 11, 2018 02:30 PM)

Framework for the Active Passive Discussion (Jun 11, 2018 02:30 PM)

Revolutionary Retirement Planning Session (Jun 11, 2018 03:35 PM)

Enterprise Content Management (Jun 11, 2018 03:35 PM)

Estate Planning When IRS Interest Rates are on the Rise (Jun 11, 2018 03:35 PM)

Integrating Family Businesses & Human Capital in Portfolio Management (Jun 11, 2018 03:35 PM)

Liability Insurance for the Advisor (Jun 11, 2018 03:35 PM)

Elevating Your Impact on Audits with Data Analytics (Jun 11, 2018 04:45 PM)

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Financial Planning Ideas from Inside the 1040 (Jun 12, 2018 06:00 AM)

Blockchain 101 (Jun 12, 2018 06:00 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

Best Practices for Retirement Income Planning (Jun 12, 2018 10:20 AM)

The State Matters! Education Planning w/ 529s (Jun 12, 2018 10:20 AM)

The Hybrid Domestic Asset Protection Trust (Jun 12, 2018 10:20 AM)

Lunch & Learn: Redesign Your Firm, Client Experience, and Life (Jun 12, 2018 11:50 AM)

Planning for Aging & Ill Clients (Jun 12, 2018 12:50 PM)

The Top 10 CRM Aspects You’re Ignoring (Jun 12, 2018 12:50 PM)

Innovations in Fee Structures: How to Fight Low-Cost Alternatives with Structured Propositions and Pricing Techniques (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

Mind & Money: Cognitive Ability and Wealth Among the Elderly (Jun 12, 2018 03:05 PM)

The Truth About ETFs (Jun 12, 2018 03:05 PM)

Disability Insurance for Each State of Life (Jun 12, 2018 03:05 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Cross Border Planning (Jun 13, 2018 10:05 AM)

Lunch & Learn: Continuing the Conversation: The Critical Role Women Play in the Financial Planning Industry (Jun 13, 2018 11:40 AM)

Lunch & Learn: Practical Issues in Portfolio Management (Jun 13, 2018 11:40 AM)

Tax-Efficient Retirement Withdrawals (Jun 13, 2018 12:45 PM)

Practical Compensation Strategies from Hire to Retire (Jun 13, 2018 12:45 PM)

A Debate: Should Your Clients Use or Own Cryptocurrencies (Jun 13, 2018 12:45 PM)

Estate Planning for the 99% (Jun 13, 2018 02:15 PM)

Transitioning to Medicare (Jun 13, 2018 02:15 PM)

Positive Life Planning™: Core Skills for Becoming Client's Most Trusted Advisor (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

Social Security the Only Annuity All Clients Count On (Jun 13, 2018 03:35 PM)

NING Trusts After Tax Reform: Saving State Income Taxes (Jun 13, 2018 03:35 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Be A Retirement Superhero To Your Clients (Jun 12, 2018 06:00 AM)

Building a Firm Culture for Community Outreach (Jun 12, 2018 06:00 AM)

Must-Haves to Win with Flex (Jun 12, 2018 08:30 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

Stuck in Status Quo (and How to Break Out of It) (Jun 12, 2018 10:20 AM)

CPA Firm Recruiting Strategies (Jun 12, 2018 10:20 AM)

Lunch & Learn: How Leadership and Experience Drives a Strong, Cool Culture (Jun 12, 2018 11:50 AM)

Improving Client Experience to Drive Loyalty and Profits (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

Servant Leadership (Jun 12, 2018 03:05 PM)

Trends in Firm Succession Planning (Jun 12, 2018 03:05 PM)

ENGAGE Your Associates: 18 Ideas to Make Firm Communications More Productive (Jun 12, 2018 04:10 PM)

Everything You Want to Know About Leadership Development and Training (Jun 12, 2018 04:10 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Overseeing Marketing - What's Next (Jun 13, 2018 12:45 PM)

Teach Your People to be High Performers (Jun 13, 2018 02:15 PM)

Excel for Firm Management (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

Feedback and Coaching for Leaders in Today's Talent Management Environment (Jun 14, 2018 06:00 AM)

Employment Law from a Federal Perspective - Firm Leaders Can't Afford the Luxury of Ignorance (Jun 14, 2018 06:00 AM)

Making It Stick - Driving Learning and Development Programs That Yield Results (Jun 14, 2018 08:30 AM)

Listen to Me: How to Conduct an Effective Stay Interview (Jun 14, 2018 10:15 AM)

Lunch & Learn: Creating a Culture of Privacy & Security Within Your Organization (Jun 14, 2018 11:15 AM)

Practitioners Roundtables (1): Human Resources (Jun 14, 2018 12:15 PM)

Practitioners Roundtables (2): Technology (Jun 14, 2018 12:15 PM)

Practitioners Roundtables (3): Business Development (Jun 14, 2018 12:15 PM)

Inspector Gadget (Jun 14, 2018 01:45 PM)

50 Innovative Ideas and Practices in 50 Minutes (Jun 14, 2018 03:15 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

An Invitation to Play in the World of Possibility (Jun 12, 2018 07:00 AM)

Being Me in Accounting (Jun 12, 2018 08:30 AM)

Naked Leadership (Jun 12, 2018 08:30 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

Stuck in Status Quo (and How to Break Out of It) (Jun 12, 2018 10:20 AM)

Master Your Stories (Jun 12, 2018 10:20 AM)

Feedback: Get It, Give It, Use It. (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

Servant Leadership (Jun 12, 2018 03:05 PM)

Making Intentional Career Choices (Jun 12, 2018 03:05 PM)

Stand Up & Lean In (Jun 12, 2018 04:10 PM)

Learn to Fly: How to Create an Effective Exit Strategy (Jun 12, 2018 04:10 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Courageous Leadership: Adding Accountability to Organizations (Jun 13, 2018 10:05 AM)

The Art of "Owning It" (Jun 13, 2018 10:05 AM)

Achieving Your Highest Priorities (Jun 13, 2018 12:45 PM)

Thought Leadership: Your Practical Application Guide (Jun 13, 2018 12:45 PM)

Collective Hoop: How High-Achieving Teams Process Small Goals Collectively to Achieve Maximum Results (Jun 13, 2018 02:15 PM)

Congrats, You're a Manager! What Did You Get Yourself Into? (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

Come Sit By Me (Jun 13, 2018 03:35 PM)

5 Questions to Manage up or Manage Staff (Jun 13, 2018 03:35 PM)

Feedback and Coaching for Leaders in Today's Talent Management Environment (Jun 14, 2018 06:00 AM)

The Ideal Team Player and YOU! (Jun 14, 2018 08:30 AM)

Performing Under Pressure (from the Diamond to the Board Room) (Jun 14, 2018 08:30 AM)

Confessions of an Introvert (Jun 14, 2018 10:15 AM)

Creating Extraordinary Content (Jun 14, 2018 10:15 AM)

Actionable Body Language Tips for Professionals (Jun 14, 2018 12:15 PM)

Leadership in the Profession (Jun 14, 2018 12:15 PM)

Igniting Inspiration: How to Inspire Collaboration Among Teams (Jun 14, 2018 01:45 PM)

ABC...XYZ (Jun 14, 2018 01:45 PM)

The BOUNCE! Elevating and Accelerating Your Career in an Age of Abundance (Jun 14, 2018 03:15 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

Data-Driven Leader Session 1: Creating a Data-Driven Business Strategy (Jun 11, 2018 07:00 AM)

Peer Review Team Captain Training: Part I (Jun 11, 2018 08:30 AM)

Data-Driven Leader Session 2: Becoming a Data-Driven Organization (Jun 11, 2018 08:30 AM)

Global Data Compliance and Privacy Under GDPR (Jun 11, 2018 10:15 AM)

Data-Driven Leader Session 3: Enabling a Data-Driven Culture (Jun 11, 2018 02:30 PM)

Cryptocurrency: A Global Accounting and Tax Perspective (Jun 11, 2018 03:35 PM)

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Peer Review Team Captain Training: Part II (Jun 12, 2018 08:30 AM)

Human Intelligence: Coaching and Mentoring to Drive Value (Jun 12, 2018 08:30 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

Implementing Robotics Process Automation: Tales from the Front Line (Jun 12, 2018 10:20 AM)

Lunch & Learn: Getting Started with Innovation (Jun 12, 2018 11:50 AM)

Outside-in Innovation: Transforming the Accounting Profession with FinTech and EdTech Startups (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

Data-Driven Leader Session 4: Overcoming Common Challenges (Jun 12, 2018 04:10 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Accounting Disrupted: Preparing for the Megatrends Affecting the Profession (Jun 13, 2018 10:05 AM)

Change Your Business Model to Realize Your Organization's Long-term Success  (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

Human Intelligence: Change Management Where Data and People Intersect (Jun 14, 2018 06:00 AM)

Lunch & Learn: Prepare for Cyberattacks Across the Globe (Jun 14, 2018 11:15 AM)

Human Intelligence: Simplifying Complex Problems (Jun 14, 2018 12:15 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

PCPS Roundtables (Jun 11, 2018 03:20 PM)

IMTA Town Hall (Jun 11, 2018 03:20 PM)

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Solution Session: Top Regulatory Items on the Horizon. Are Your Clients Prepared? (Jun 12, 2018 06:00 AM)

Solution Session: Start Your Growth Engine: Rev Up Your Profits with the Right Approach to Payroll (Jun 12, 2018 06:00 AM)

Solution Session: How Technology Can Take Your Firm from Traditional Accounting Practice to Full Advisory and Consulting Services (Jun 12, 2018 06:00 AM)

Go Beyond Today’s Firm Services (Jun 12, 2018 07:00 AM)

Tech Update (Jun 12, 2018 07:00 AM)

Must-Haves to Win with Flex (Jun 12, 2018 08:30 AM)

Creating a Winning Firm Culture (Jun 12, 2018 08:30 AM)

Data Analytic Concepts for Practitioners (Jun 12, 2018 08:30 AM)

Managing a Business/Firm in the Cloud (Jun 12, 2018 08:30 AM)

Putting AI to Work in Accounting (Jun 12, 2018 08:30 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

Nuts and Bolts of the New Lease Accounting Standard (Jun 12, 2018 10:20 AM)

Data Analytics and Visualization (Jun 12, 2018 10:20 AM)

CPA Firm Recruiting Strategies (Jun 12, 2018 10:20 AM)

Building a NextGen Firm (Jun 12, 2018 10:20 AM)

How Tech is Transforming the Practice: Opportunities for the Digital CPA (Jun 12, 2018 10:20 AM)

Lunch & Learn: Succession Planning and Valuing an Accounting Firm (Jun 12, 2018 11:50 AM)

Solution Session: The Intelligence Augmentation Playbook - Deploying Innovation Firm Wide with Immediate Impact (Jun 12, 2018 11:50 AM)

Alternatives to GAAP: The FRFs Formerly Known as OCBOA (Jun 12, 2018 12:50 PM)

Improve Client Service by Diving into the Big Data (Jun 12, 2018 12:50 PM)

IT's Role in M&A (Jun 12, 2018 12:50 PM)

Expansion of Advisory Services Panel (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

Practical Tips for Effective Women's Initiatives (Jun 12, 2018 03:05 PM)

Partner Compensation and Structure - Bringing the "Performance" Back Into Performance-Based Compensation (Jun 12, 2018 03:05 PM)

Digital Plumbing: A Primer (Jun 12, 2018 03:05 PM)

Blockchain Application (Jun 12, 2018 03:05 PM)

The Big Shift (Jun 12, 2018 04:10 PM)

Excel Data Model and Power BI Fundamentals (Jun 12, 2018 04:10 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Standard Setting Activities of the Auditing Standards Board and the Accounting and Review Services Committee (Jun 13, 2018 10:05 AM)

Hot Tax Topics (Jun 13, 2018 10:05 AM)

Charging Up Your Firm's Profitability (Jun 13, 2018 10:05 AM)

Virtual CFO in Action (Jun 13, 2018 10:05 AM)

Lunch & Learn: Latest Internet of Things (IoT) To Get Excited About (Jun 13, 2018 11:40 AM)

Solution Session: 3 Cornerstones of Disaster Recovery for Accounting Firms (Jun 12, 2018 11:50 AM)

Accelerate Growth with Technology Built for the Real World (Jun 13, 2018 11:40 AM)

The Dialogue Between QC & CAS Leaders (Jun 13, 2018 12:45 PM)

Market Trends in M&A (Jun 13, 2018 12:45 PM)

Shut Up and Eat Your French Fries: Asking Effective Questions (Jun 13, 2018 12:45 PM)

Leveraging Machine Learning to Focus on Value (Jun 13, 2018 12:45 PM)

Small Firm Technology Solutions (Jun 13, 2018 12:45 PM)

New Lease Standards - Tools - PART 2 (Jun 13, 2018 02:15 PM)

3 Ways to Work Less and Accomplish More! (Anti - Time Management) (Jun 13, 2018 02:15 PM)

Key Concepts Your Ownership Agreements Should Include & Trends (Jun 13, 2018 02:15 PM)

Panel: Third Party Technology Risk Assurance Services (Jun 13, 2018 02:15 PM)

Futuristic Technologies That Are Changing Our World (Jun 13, 2018 02:15 PM)

Hot Industries Ripe for SUT Guidance (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

CyberSecurity Advisory & Attest Services - What are They and How Can You Monitize Them For Your Practice (Jun 13, 2018 03:35 PM)

NING Trusts After Tax Reform: Saving State Income Taxes (Jun 13, 2018 03:35 PM)

Negotiating and Overcoming Objections (Jun 13, 2018 03:35 PM)

BYO - Latest Trends and Strategies (Jun 13, 2018 03:35 PM)

Workflow Technology - Helping Firms To Stay Ahead of Disruption (Jun 13, 2018 03:35 PM)

Tax Season Debrief (Jun 14, 2018 06:00 AM)

Office 365 - The Other Applications (Jun 14, 2018 06:00 AM)

PCPS Hot Topics in Practice Management (Jun 14, 2018 06:00 AM)

Lean Administrative Efficiency (Jun 14, 2018 08:30 AM)

End User Security Awareness (Jun 14, 2018 08:30 AM)

Family Office: Automating Support Functions for High Net Worth Clients (Jun 14, 2018 08:30 AM)

The Risks of Improper Risk Assessment (Jun 14, 2018 10:15 AM)

Hot Tax Topics (Repeat of session PST1827) (Jun 14, 2018 10:15 AM)

Moving from Compliance to Reliance (Jun 14, 2018 10:15 AM)

What You Should Expect from IT (Jun 14, 2018 10:15 AM)

The Role of "Robo" in Defined Contribution Plans (Jun 14, 2018 10:15 AM)

Practitioners Roundtables (1): Human Resources (Jun 14, 2018 12:15 PM)

Practitioners Roundtables (2): Technology (Jun 14, 2018 12:15 PM)

Practitioners Roundtables (3): Business Development (Jun 14, 2018 12:15 PM)

Security Fundamentals (Jun 14, 2018 12:15 PM)

Being Anticipatory - Collaborating on the Hard Trends (Jun 14, 2018 12:15 PM)

Inspector Gadget (Jun 14, 2018 01:45 PM)

50 Innovative Ideas and Practices in 50 Minutes (Jun 14, 2018 03:15 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: New Revenue Recognition Standard (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)

Sessions Included:

Inside the Tax Studio: Navigating the (Jun 11, 2018 02:30 PM)

Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program (Jun 12, 2018 05:30 AM)

Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed (Jun 12, 2018 05:30 AM)

Charitable Tax Strategies, Especially With Retirement Accounts (Jun 12, 2018 06:00 AM)

Gig Economy-Taxation Aspects of the New Economy (Jun 12, 2018 06:00 AM)

Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting (Jun 12, 2018 09:35 AM)

Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer (Jun 12, 2018 09:35 AM)

The Hybrid Domestic Asset Protection Trust (Jun 12, 2018 10:20 AM)

Making Sense of the New Sec. 199A 20% Deduction (Jun 12, 2018 10:20 AM)

It’s Hard to Be Good: Impact Investing Strategies and Tax Considerations (Jun 12, 2018 10:20 AM)

Lunch & Learn: Starting a PFP Practice (Jun 12, 2018 11:50 AM)

Planning for Aging & Ill Clients (Jun 12, 2018 12:50 PM)

Real Estate Update (Jun 12, 2018 12:50 PM)

Making Sense of the New Sec. 199A 20% Deduction (Repeat of TAX1803) (Jun 12, 2018 12:50 PM)

Annuity Exit Strategies: What Works (Jun 12, 2018 02:20 PM)

The Latest in FATCA and FBAR Enforcement (Jun 12, 2018 03:05 PM)

The Impact of "US Tax Reform" on Partnerships and Partners (Jun 12, 2018 03:05 PM)

Planning for the Modern Family (Jun 12, 2018 04:10 PM)

The Impact of the "Tax Cuts & Jobs Act" on Life Insurance (Jun 12, 2018 04:10 PM)

Advanced S-Corp Taxation (Jun 12, 2018 04:10 PM)

What Every Advisor Should Know About Managing Family Foundations (Jun 12, 2018 03:05 PM)

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession (Jun 13, 2018 05:30 AM)

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success (Jun 13, 2018 05:30 AM)

ENGAGE KEYNOTE: Go Beyond (Jun 13, 2018 07:00 AM)

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income (Jun 13, 2018 09:30 AM)

The Private Insurance Company: A New Alternative to the 831(b) Captive (Jun 13, 2018 09:30 AM)

Traps for the Unwary: Estate Planners' Duties, Proscriptions and Conundrums (Jun 13, 2018 10:05 AM)

Lunch & Learn: Offers-in-Compromise (Jun 13, 2018 11:40 AM)

Tax-Efficient Retirement Withdrawals (Jun 13, 2018 12:45 PM)

Impact of Tax Reform on Closely-Held Businesses and Their Owners (Jun 13, 2018 12:45 PM)

Tax Strategies for Life's Big Changes (Jun 13, 2018 12:45 PM)

Navigating Family Dynamics (Jun 13, 2018 12:45 PM)

Estate Planning for the 99% (Jun 13, 2018 02:15 PM)

Taxation of Property Transactions - Important Doctrines (Jun 13, 2018 02:15 PM)

State & Local Taxation: Where to Retire and/or Avoid the New Federal SALT Deduction Limitations (Jun 13, 2018 02:15 PM)

Family Office Executive Recruiting and Compensation - Trends, Challenges and Best Practices (Jun 13, 2018 02:15 PM)

Beyond the Referral: How to Effectively Grow Your Business in a Digital Age (Jun 13, 2018 03:05 PM)

Social Security the Only Annuity All Clients Count On (Jun 13, 2018 03:35 PM)

Nexus and Apportionment for Multi-state Businesses (Jun 13, 2018 03:35 PM)

Using Trusts to Achieve Significant Personal Income Tax Deductions, Deferrals & Legal Income Tax Avoidance (Jun 13, 2018 03:35 PM)

Working with Family Investment Partnerships (Jun 13, 2018 03:35 PM)

Basics of International Income Taxation for Individuals and Trusts - Understanding the Big Picture (Jun 14, 2018 06:00 AM)

Navigating a Bold, New Tax World: Estate & Financial Planning Under the "Tax Cuts & Jobs Act" (Jun 14, 2018 08:30 AM)

The Impact of "US Tax Reform" on Compensation and Employee Benefits (Jun 14, 2018 10:15 AM)

Taxation for Active Investors/Traders (Jun 14, 2018 10:15 AM)

International Provisions of Tax Cuts and Jobs Act and Planning Ideas for Individuals (Jun 14, 2018 10:15 AM)

Like-kind Exchanges (Jun 14, 2018 12:15 PM)

Reading a Trust Document for Income Tax Practitioners (Jun 14, 2018 12:15 PM)

IRS Update: Hot Tips on Tax Penalties (Jun 14, 2018 12:15 PM)

IRS Collection & Enforcement Update: What Every Practitioner Needs to Know (Jun 14, 2018 01:45 PM)

How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology (Jun 11, 2018 05:25 PM)

Responding To Pushback: Concerns Based Marketing (Jun 11, 2018 04:45 PM)

Using Tax Reform and Broadridge Advisor to Deepen Client Relationships (Jun 11, 2018 05:25 PM)

Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE) (Jun 12, 2018 12:15 PM)

Digital Revolution is Coming to Financial Advice (Jun 12, 2018 02:20 PM)

Future-proof Your Services to Individuals (Jun 13, 2018 12:05 PM)

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE) (Jun 13, 2018 12:05 PM)