Thumbnail for Digital CPA Conference 2019

Digital CPA Conference 2019


Digital CPA is the leading conference for practitioners curious about technology and its impact on the accounting landscape. Together we're challenging business models, transforming practice areas and driving innovation across the profession.

This conference is committed to providing attendees an event to engage with like-minded peers anticipating and preparing for future trends. Many past attendees have noted how willing this community is to share their successes and failures with one another, so they can achieve their own success faster. This event is also supported by many of the profession's top thought leaders.


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 the conference: Digital CPA Conference 2019

Sessions Included:

Profession Update (Dec 09, 2019 03:35 PM)

Recruiting for the Future Firm (Dec 10, 2019 09:00 AM)

Avoiding an AI Bias (Dec 10, 2019 09:00 AM)

Differentiating through Agile (Dec 10, 2019 09:00 AM)

Maturity of Blockchain (Dec 10, 2019 10:35 AM)

How to Build a Business Case for Starting a Client Accounting Service Practice (Dec 10, 2019 10:35 AM)

Tax Tools & Knowledge Bases (Dec 10, 2019 10:35 AM)

Experience Matters: Project Management and Your Firm (Dec 10, 2019 11:35 AM)

Effective Cybersecurity for Risk Management (Dec 10, 2019 11:35 AM)

Future of the Assurance Practice (Dec 10, 2019 11:35 AM)

Compensation Models (Dec 10, 2019 11:35 AM)

Upskilling Inflight (Dec 10, 2019 01:30 PM)

Elements to Offboarding (Dec 10, 2019 01:30 PM)

Elevate Business Processes with RPA (Dec 10, 2019 01:30 PM)

Improving Guidance on Prep, Comp and Review Engagements (Dec 10, 2019 03:15 PM)

Tutorial: Building Dashboards (CAS) (Dec 10, 2019 03:15 PM)

Building Innovation Culture (Dec 10, 2019 03:15 PM)

Pursuing the SUT Service Model Fitting Your Firm (Dec 10, 2019 03:15 PM)

Digital CPA Update (Dec 11, 2019 08:00 AM)

CAS as a Platform (Dec 11, 2019 09:00 AM)

Audit Tech Stack (Dec 11, 2019 09:00 AM)

Where to Begin: Building the Consultant in You - Part 1 (Dec 11, 2019 09:00 AM)

The "Trusted" but "Careful" Advisor - How to Manage Liability Risks in the Advisory Service Line (Dec 11, 2019 10:10 AM)

Creating Capacity: More Than Just Adding Headcount (Dec 11, 2019 10:10 AM)

Where to Begin: Building the Consultant in You - Part 2 (Dec 11, 2019 10:10 AM)

CAS Tools (Dec 11, 2019 10:10 AM)

$37900
Standard Price
  • Thumbnail for Advanced Client Assessments
    Identification
    DCA19101
    Date
    December 9, 2019

    For those that have started a Client Accounting Advisory Services (CAS) practice you have come to realize there is tremendous value to a client in performing a Client Assessment. This is far more than a qualification process, but one to identify areas the client most needs improvement for the longevity of their business. Yet many firms are still working on what a good method and format to deliver this this service to clients. In this pre-conference workshop learn from an experienced practitioner that has been perfecting this particular services for nearly a decade.

    Learning Objectives:

    1. Review the details of what you are assessing.
    2. Explore how to perform a complete assessment in hours and days in stead of weeks.

    Speaker

    Speaker Image for Dixie McCurley
    Partner, Client Accounting Services, Cherry Bekaert Advisory LLC
    $7900
    Standard Price
  • Thumbnail for How to Build a Cybersecurity Advisory Practice
    Identification
    DCA19201
    Date
    December 9, 2019

    Advisory services are the fastest growing in firms today, and a particular area clients are in need of input is their cybersecurity strategy. In this session, the attendee will learn how to monetize their practice from a cybersecurity perspective. These seasoned practitioners will share best practices in this space, including how to identify and offer cyber advisory and attest services. Both presenters have years of experience in this space, providing these types of services to their clients.

    Learning objectives:

    1. Obtain knowledge on how to monetize cybersecurity services in the CPA firm
    2. Obtain best practices on selecting which cybersecurity services to offer

    Speaker

    Speaker Image for Steven Ursillo
    Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity, Cherry Bekaert
    $7900
    Standard Price
  • Thumbnail for Profession Update
    Identification
    DCA1902
    Date
    December 9, 2019

    Barry C. Melancon, CPA, CGMA, CEO of the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change for the accounting profession.

    Speaker

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Recruiting for the Future Firm
    Identification
    DCA1905
    Date
    December 10, 2019

    The future relevant accounting firm requires strong technical knowledge to maintain compliance, quality advisory skills, industry specialties, technology prowess... So where do you find this super professional? It is time to innovate in our recruiting methods, and identifying the profile of the idea staff member. Join this session for discussion and ideas on what to recruit for, where to look, and how to identify the next contributor.

    Learning Objectives:

    1. Overview of skills to recruit
    2. Discuss ideas on where to find future ready team members

    Objectives

    • Overview of skills to recruit
    • Discuss ideas on where to find future ready team members

    Speakers

    Speaker Image for Lizzie Rahm
    Lizzie Rahm, SPHR SHRM-SCP
    Senior Manager, Clark Nuber PS
    Speaker Image for Karen Larsen
    Partner, Baker Tilly US, LLP
    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    Speaker Image for Cindy Doyle
    Shareholder, Clark Nuber PS
    $4900
    Standard Price
  • Thumbnail for Avoiding an AI Bias
    Identification
    DCA1906
    Date
    December 10, 2019

    The possibilities of artificial intelligence (AI) are exciting. In fact, we are likely interacting with AI more than we realize on a daily basis. To ensure we harness the power of this emerging technology, we need to be purposeful in our interactions so we don't create biases. Join this session of subject matter experts to hear strategies that will enable your firm to build upon powerful tools that you can trust.

    Speakers

    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Carlos Alvarez
    Director of Engineering , Expensify
    Speaker Image for Eitan Anzenberg
    Director of Data Science, Bill.com
    Speaker Image for Greg Fritsky
    National Director, Robotics, AI and Data Analytics, EisnerAmper LLP
    $4900
    Standard Price
  • Thumbnail for Differentiating through Agile
    Identification
    DCA1908
    Date
    December 10, 2019

    As client accounting advisory services (CAS) mature more questions are arising:

    1. How do we differentiate?
    2. How do we continually improve our service and not become complacent with past success?
    3. How do we get faster with assessments, onboarding and managing projects?

    The co-founder of NetFlix shared with the Digital CPA Community in 2017 that we need to have continual iteration in our businesses to build on success and stay ahead. The team at Moss Adams borrowed a process from technology developers, called Agile, to differentiate their services which aided them in winning a large client. In this session, hear how this team is innovating and creating new successes in this growing CAS practice area.

    Learning Objectives:

    1. Define what Agile is and how it can be applied to services
    2. Review the opportunities Agile creates and the impact on your clients

    Speakers

    Speaker Image for Steven Keene
    Partner, Moss Adams
    Speaker Image for Jaleh Gerdemann
    Senior Manager, Moss Adams
    Speaker Image for Tim Parks
    Senior Technical Project Manager, Moss Adams LLP
    $4900
    Standard Price
  • Thumbnail for Maturity of Blockchain
    Identification
    DCA1909
    Date
    December 10, 2019

    As Blockchain technology moves into the present, our speakers will present a series of case studies illustrating who this emerging technology is impacting and what you can do to be ready for it.

    Speakers

    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Ron Quaranta
    Founder and Chairman, Wall Street Blockchain Alliance
    Speaker Image for Jeremy Drane
    Chief Commercial Officer, Lukka
    Speaker Image for Jennifer Jones
    Chief Accounting Officer, Coinbase
    $4900
    Standard Price
  • Thumbnail for How to Build a Business Case for Starting a Client Accounting Service Practice
    Identification
    DCA1910
    Date
    December 10, 2019

    A strong business case contains sustainable growth models including viable market entry strategies, bottom-line impact, and highlights for the increased clients’ needs for a part-time CFO and/or on-demand services. On-demand services can vary based on client’s needs from managing daily accounting operations to answering key questions that are critical to run a business. In this presentation, we will examine these key components in detail and discuss best practices for developing a strong business case for your firm.

    Speakers

    Speaker Image for Carolyn Hall
    Partner, Wiss
    Speaker Image for Yasmine el-Ramly
    Senior Technical Manager, AICPA
    $4900
    Standard Price
  • Thumbnail for Tax Tools & Knowledge Bases
    Identification
    DCA1912
    Date
    December 10, 2019

    Individual tax engagements are expanding beyond compliance to include personal financial planning for clients. Their financial strategy is one that needs to be more than their tax strategy. Firms are fulfilling their role as the trusted advisor to help clients develop a full financial summary and achieve their goals. In this session, hear about tools and ways to mine your 1040 tax client database to find those clients that would most benefit from your leadership in having financial piece of mind.

    Speakers

    Speaker Image for Cari Weston
    Cari Weston, CPA, CGMA
    Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
    Speaker Image for Gail Perry
    Editor in Chief, CPA Practice Advisor
    $4900
    Standard Price
  • Thumbnail for Experience Matters: Project Management and Your Firm
    Identification
    DCA1913
    Date
    December 10, 2019

    Many professional accountants are not taught project management skills, yet they are required to manage the implementation of new technology, onboard new clients, build new service areas and more. It is time to share project management techniques with the profession to ensure timeliness, accuracy and peace of mind the initiative is running smoothly. In this session, hear how to apply basic project management methodologies to yield successful project outcomes.

    Speaker

    Speaker Image for Mike Albrecht
    Sr. Product Owner, XCM
    $4900
    Standard Price
  • Thumbnail for Effective Cybersecurity for Risk Management
    Identification
    DCA1914
    Date
    December 10, 2019

    Here is a class we all could take at least once a year to stay abreast of the new attack methods and how we can protect ourselves. Join these professionals that work every day to help their clients and firm mitigate the risks. You do not have to be an IT professional to gain take aways from this session.

    Objectives

    • Understand the evolution of IT risk and the Cyber Risk landscape by looking at recent events and current schemes used by hackers
    • Understand the fundamentals of how to protect your organization including implementing appropriate policies and procedures to align with your IT strategy and infrastructure

    Speakers

    Speaker Image for Mac Lillard
    Mac Lillard, CFE, CPA, CISA, CITP, PCIP
    Supervisor, GFR CPAs & Advisors
    Speaker Image for Ricardo Trujillo
    Ricardo Trujillo, CPA, CITP, CISA
    Partner, GRF CPAs and Advisors
    $4900
    Standard Price
  • Thumbnail for Future of the Assurance Practice
    Identification
    DCA1915
    Date
    December 10, 2019

    The audit of the future is being heavily disucssed with the emerging technologies entering the assurance space. What does this mean for A&A practices? What do we need to concider and what should we be planning for? In this session here what the future of A&A looks like, and where you can start.

    Speakers

    Speaker Image for Amy Pawlicki
    VP - Assurance and Advisory Innovation, AICPA & CIMA
    Speaker Image for Karen Larsen
    Partner, Baker Tilly US, LLP
    $4900
    Standard Price
  • Thumbnail for Compensation Models
    Identification
    DCA1916
    Date
    December 10, 2019

    What behaviours do your compensation models drive? Many firms are working on establishing a culture of innovation, engaging all team members to bring ideas to the table, look for ways to improve and build fuure ready services. Compensation models can strongly drive innovation & collaboration. Pay for the behaviors you want to drive. Join this session to hear new ways to compensate employees to have an innovative culture.

    Speaker

    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
    $4900
    Standard Price
  • Thumbnail for Upskilling Inflight
    Identification
    DCA1917
    Date
    December 10, 2019

    Many firms are considering new skills and competencies they need to deliver the services of today and tomorrow, but we don’t have the luxury to suspend the client work to prepare for the future. How do we continue excellent client work while focusing on new capabilities? In this session you will hear approaches to upskilling to be ready for future relevant services, while tending to the important work in front of us.

    Speaker

    Speaker Image for Gale Crosley
    Gale Crosley, CPA, CFMA
    President, Crosley+Company
    $4900
    Standard Price
  • Thumbnail for Elements to Offboarding
    Identification
    DCA1918
    Date
    December 10, 2019

    For most firms when you began your CAS practice you onboarded any client that expressed interest, which, at times, resulted in regret and frustration in your team. Now you need to free yourself of these profit draining and moral crushing clients; as well as, establishing standardized processes to offboard clients in the future. The instructors of this session have walked this path and will share tactics and strategies to successful fire a client.

    Speaker

    Speaker Image for Christine Triantos
    Principal, Business Services & Outsourcing, BDO
    $4900
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.