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AICPA ENGAGE 2018


The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from AICPA ENGAGE 2018:

  • Advanced Accounting and Auditing 2018
  • Advanced Estate Planning 2018
  • Advanced Personal Financial Planning 2018
  • CPAFMA Practice Management 2018
  • EDGE Career Development 2018
  • Finance Redefined Track 2018
  • Practitioners Symposium and TECH+ Conference 2018
  • Tax Strategies for the High-Income Individual 2018

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)

$159500
Standard Price

This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)

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)

$45900
Standard Price

This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2018)

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)

$45900
Standard Price

This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)

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)

$45900
Standard Price

This includes sessions from: CPAFMA Practice Management (as part of AICPA ENGAGE 2018)

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)

$45900
Standard Price

This includes sessions from the conference: EDGE Career Development (as part of AICPA ENGAGE 2018)

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)

$45900
Standard Price

This includes sessions from the Finance Redefined Track (as part of AICPA ENGAGE 2018)

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)

$19900
Standard Price

This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2018)

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)

$45900
Standard Price

This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)

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)

$45900
Standard Price
  • Thumbnail for An Invitation to Play in the World of Possibility
    Identification
    EDG1801
    Date
    June 12, 2018
    Our world is evolving faster than ever before! We are awakening to our potential. We are exploring new possibilities on a larger scale…

    Speaker

    Speaker Image for Sarah Elliott
    Co-founder and Principal, Intend2Lead LLC
    $4900
    Standard Price
  • Thumbnail for Being Me in Accounting
    Identification
    EDG1802
    Date
    June 12, 2018
    This session is designed to empower participants to focus on how to best master themselves and bring themselves fully to the workplace…

    Speaker

    Speaker Image for Jeannine K Brown
    Chief Executive Officer, Everyday Lead
    $4900
    Standard Price
  • Thumbnail for Naked Leadership
    Identification
    EDG1803
    Date
    June 12, 2018
    Don't worry, you can keep your clothes on for this (please do!!) In addition to your clothes, you will leave with a better understanding of what it means to lead from a more vulnerable and authentic place…

    Speaker

    Speaker Image for Brian Kush
    Principal, Intend2Lead
    $4900
    Standard Price
  • Thumbnail for Master Your Stories
    Identification
    EDG1804
    Date
    June 12, 2018
    When it matters the most and our emotions kick in, we often do our worst - and we feel like we're doing the right thing…

    Speaker

    Speaker Image for Alison VanOtterloo
    Vice President, Corporate Services & Strategy, Pharmacists Mutual Insurance Company
    $4900
    Standard Price
  • Thumbnail for Feedback: Get It, Give It, Use It.
    Identification
    EDG1805
    Date
    June 12, 2018
    In a perfect world, giving and receiving performance feedback would be easy. We’d be candid and caring, accurate and forward-looking, understanding and adapting. In reality, our emotions get in the way, and we feel uncomfortable with difficult messages…

    Speaker

    Speaker Image for Kristen Rampe
    Managing Partner, Rosenberg Associates
    $4900
    Standard Price
  • Thumbnail for Making Intentional Career Choices
    Identification
    EDG1806
    Date
    June 12, 2018
    Every career decision has trade-offs and opportunity costs. There’s no “right” answer for every person, but making intentional decisions about your work-life will lead you down a path of living a life by your design with more freedom and purpose…

    Speaker

    Speaker Image for Mark Astrinos
    Mark F. Astrinos, CPA, PFS, CFP, RLP
    Principal & Founder, Libra Wealth
    $4900
    Standard Price
  • Thumbnail for Stand Up & Lean In
    Identification
    EDG1807
    Date
    June 12, 2018
    Interactive session with participants discussing interviews of powerful women in the world of accounting & business and how they can also empower themselves and/or the women around them…

    Speaker

    Speaker Image for Renee Prince
    President, Renee Prince, CPA, PC
    $4900
    Standard Price
  • Thumbnail for Learn to Fly: How to Create an Effective Exit Strategy
    Identification
    EDG1808
    Date
    June 12, 2018
    You’ve done it! Education. Licenses. Certifications. Experience. Networking. Personal Branding. Each “success” prepares you to be a great asset for any employer. You live up to such expectations. Life is great until one day things change - a break-up…

    Speaker

    Speaker Image for Bridget Kaigler
    Bridget Kaigler, CPA, CGMA, CMA, MBA
    Founder/President, Bringing Leadership Back, LLC
    $4900
    Standard Price
  • Thumbnail for Courageous Leadership: Adding Accountability to Organizations
    Identification
    EDG1809
    Date
    June 13, 2018
    Great leaders have courage. They make the tough choices…

    Speaker

    Speaker Image for Joseph Rugger
    Joseph M. Rugger, CPA, CGMA
    Accounting Director, Tooth and Coin
    $4900
    Standard Price
  • Thumbnail for The Art of "Owning It"
    Identification
    EDG1810
    Date
    June 13, 2018
    Whether you work in business & industry, public or non-profit accounting as you move up the career ladder more and more of your responsibilities will rely on your ability to “Own” your assignments. Learning to master this art is crucial to your success as well as the success of your team…

    Speaker

    Speaker Image for Erin Roche
    Erin Roche, CPA, CGMA
    Partner - Tax, BPM LLP
    $4900
    Standard Price
  • Thumbnail for Achieving Your Highest Priorities
    Identification
    EDG1811
    Date
    June 13, 2018
    Do you feel like a majority of your time is spent managing crises? At the end of the day are you completely drained of energy and unable to accomplish anything of real significance? We live in a time sensitive world where overlapping commitments are the norm and the line between what’s urgent and i…

    Speaker

    Speaker Image for Donna Salter
    Senior Consultant and Facilitator, BLI
    $4900
    Standard Price
  • Thumbnail for Thought Leadership: Your Practical Application Guide
    Identification
    EDG1812
    Date
    June 13, 2018
    Thought leaders are more present than ever in our personal and professional lives. We follow them on social media, read their books, and work at applying the concepts they preach. Even in this conference, we hear from thought leaders we revere and admire within our own profession…

    Speaker

    Speaker Image for Brandon Allfrey
    Partner, Squire & Company P.C.
    $4900
    Standard Price
  • Thumbnail for Collective Hoop: How High-Achieving Teams Process Small Goals Collectively to Achieve Maximum Results
    Identification
    EDG1813
    Date
    June 13, 2018
    Based upon recently released research studies of highly effective teams, they found that teams that set 2 to 3 goals were most likely achieve all the goals that they set out with the highest level of success, teams that set 4 to 6 goals would only achieve 2 goals and have limited success, teams tha…

    Speaker

    Speaker Image for Brent Forbush
    Brent Forbush, CPA, CGMA
    Partner, Forbush and Associates
    $4900
    Standard Price
  • Thumbnail for Congrats, You're a Manager! What Did You Get Yourself Into?
    Identification
    EDG1814
    Date
    June 13, 2018
    You have now shifted your career focus from being an individual contributor to leading a team. As our focus changes, so must our attitudes and skills…

    Speaker

    Speaker Image for Louis Griego
    Senior Manager, Sandia National Labs
    $4900
    Standard Price
  • Thumbnail for Come Sit By Me
    Identification
    EDG1815
    Date
    June 13, 2018
    Ever feel like you're struggling to belong? That everyone else around you has found their natural group and you're always on the outside looking in? This session explores ways to find a natural inclusion while exploring the dimensions of diversity…

    Speaker

    Speaker Image for Lori Liddell
    Lori Liddell, CPA/ABV, CFE
    Accounting Instructor, Jackson State University
    $4900
    Standard Price

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