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ENGAGE 2020


COVID-19 Update: ENGAGE 2020 will be 100% virtual

Join us online to meet with people who understand the challenges you can and can help you get a step ahead.

With the world evolving rapidly, you can’t miss out on ENGAGE 2020. Unpack the latest standards and regulation changes affecting your work today and in the future. All while earning up to 50 CPE credits, interacting with exhibitors, and networking with your peers – all 100% online.


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 ENGAGE 2020:

  • Advanced Accounting and Auditing 2020
  • Advanced Estate Planning 2020
  • Advanced Personal Financial Planning 2020
  • EDGE Career Development 2020
  • Finance Redefined Track 2020
  • Practitioners Symposium and TECH+ Conference 2020
  • Tax Strategies for the High-Income Individual 2020

Sessions Included:

EDG2010. EDGE KEYNOTE: The Three Ts of Leadership: Truth, Trust and Transparency (Jul 24, 2020 12:25 PM)

EST2010. Grantor Trusts - The Key Rules and the Useful Tools (Jul 21, 2020 10:00 AM)

EDG2006. Overcoming Overwhelm (with Strategic Time Management) (Jul 23, 2020 12:25 PM)

EDG2003. The Future Of Work Is Here, Now How Do We Manage it? (Jul 22, 2020 03:15 PM)

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 03:15 PM)

EDG2004. EDGE KEYNOTE: Break the Dependence (Jul 23, 2020 10:00 AM)

EDG2007. The Art of Saying No (Jul 23, 2020 01:30 PM)

EDG2008. Developing a Culture of Ownership and Accountability (Jul 24, 2020 10:00 AM)

PFP2012. Interest Rates & Planning: What You Need to Know (Jul 21, 2020 10:00 AM)

PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic! (Jul 20, 2020 02:50 PM)

EDG2001. The Resilience Revelation (Jul 22, 2020 12:50 PM)

EDG2012. Balancing Leadership & Likeability (Jul 24, 2020 02:50 PM)

PFP2016. Factor Investing: Simple, but Not Easy (Jul 21, 2020 12:25 PM)

EDG2002. Making the Jump From Technician to Adviser (Jul 22, 2020 01:55 PM)

EDG2009. Be a Boss (Without Being a Jerk) (Jul 24, 2020 11:05 AM)

PFP2006. Multi-generational Wealth Transfer: Strategies for Sustaining Growth (Jul 20, 2020 12:25 PM)

NAA2012. 2020 Accounting and Review Services Committee Update (Jul 21, 2020 12:25 PM)

EDG2005. I Dare You to Dream (Jul 23, 2020 11:05 AM)

PST2023. How Small Tax Firms Use MS Teams for Internal and Client Collaboration (Jul 24, 2020 11:05 AM)

NAA2011. ASC 842, Leases - Challenges with Implementation (Jul 21, 2020 11:05 AM)

NAA2004. Applying Professional Skepticism in Today's Audits (Jul 20, 2020 12:25 PM)

PST2008. Business Continuity - Lessons Learned from Dealing with the COVID-19 Pandemic (Jul 23, 2020 11:05 AM)

NAA2010. Audit Evidence - Modernizing Auditing Standards (Jul 21, 2020 11:05 AM)

NAA2002. Auditing and Attest Standards Update (Jul 20, 2020 11:05 AM)

NAA2006. Audit Sampling - It's Not Rocket Science (Jul 20, 2020 01:30 PM)

NAA2016. FAQs - Accounting, Auditing, Compilation, Reviews (Jul 21, 2020 02:50 PM)

NAA2017. Audit Strategies for Better Efficiency (Jul 21, 2020 02:50 PM)

PST2002. Tech Update – A 2020 Vision (Jul 22, 2020 01:55 PM)

PFP2019. State Personal Income/ Trust Residency issues created by COVID-19 (Jul 21, 2020 02:50 PM)

TAX2006. State Tax Implications of Employees Working Remotely (Jul 24, 2020 10:00 AM)

TAX2010. Retirement Planning (Jul 24, 2020 12:25 PM)

TAX2014. Protecting High Profile Clients in the Digital Age (Identity Theft/Scams) (Jul 24, 2020 02:50 PM)

EST2007. A Review of the Current Individual and Business Tax Proposals (Jul 20, 2020 02:50 PM)

PST2007. Tax Season Debrief 2020 – Lessons Learned in a COVID World (Jul 23, 2020 11:05 AM)

NAA2007. Ethics Update - A Peek at the PEEC (Jul 20, 2020 02:50 PM)

NAA2001. Auditing and Assurance: Opportunity (and Challenge) in Uncertain Times (Jul 20, 2020 10:00 AM)

PFP2013. New & Different Fee Models Panel (Jul 21, 2020 11:05 AM)

NAA2014. Know the New Auditor Reporting Standard (Jul 21, 2020 01:30 PM)

NAA2015. What’s Changing in Quality Control (Jul 21, 2020 01:30 PM)

ENG2005. Practice Everyday Innovation (PST, EDG) (Jul 23, 2020 02:50 PM)

PST2029. Suddenly Virtual? Optimizing your New Environment (Jul 24, 2020 01:30 PM)

PST2020. .cpa Domain: New Level of Distinction and Security for the Accounting Profession (Jul 24, 2020 10:00 AM)

PST2012. Leveraging Artificial Intelligence in Your Firm (Jul 23, 2020 12:25 PM)

PST2015. Demands, Drivers, and Approach to Transforming Auditing in the Future (Jul 23, 2020 01:30 PM)

PST2017. Strategies for Overcoming Common Obstacles to Growth in your CAS Practice (Jul 23, 2020 02:50 PM)

PST2018. Incorporating Gig Staffing into your Ongoing Business Model (Jul 24, 2020 10:00 AM)

PST2032. Family Office: Automating Support Functions for High Net Worth Clients (Jul 24, 2020 02:50 PM)

TAX2003. Tax Planning Considerations of Temporary TCJA Dismantling (Jul 23, 2020 12:25 PM)

TAX2012. Choice of Entity Considering the QBI Deduction (Jul 24, 2020 01:30 PM)

EST2002. Gift and Estate Tax Audits (Jul 20, 2020 11:05 AM)

EST2009. GST (Jul 21, 2020 10:00 AM)

EST2014. Deep Dive into Spousal Lifetime Access Trusts (SLATS) (Jul 21, 2020 12:25 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

PFP2018. Playing Defense In Uncertain Times: Managing Downside Risks (Jul 21, 2020 01:30 PM)

FIN2009. Trends Transforming Finance and Accounting Business in the Decade Ahead (Jul 24, 2020 10:00 AM)

FIN2006. Building the Finance-Led, Intelligent Enterprise (Jul 23, 2020 12:25 PM)

TAX2013. Education Planning for the Next Decade: Practical Strategies for Success (Jul 24, 2020 01:30 PM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 02:50 PM)

PFP2007. Exit Planning M&A Strategies for Today and Beyond (Jul 20, 2020 01:30 PM)

PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence (Jul 20, 2020 01:30 PM)

EST2012. Estate Planning with S Corporations (Jul 21, 2020 11:05 AM)

PST2005. How Non-Techie Accountants & Auditors Can Understand Data Extracts from Clients (Jul 23, 2020 10:00 AM)

PST2003. Inspector Gadget (Jul 22, 2020 03:15 PM)

PST2030. Creating an Innovative Growth Culture (Jul 24, 2020 02:50 PM)

PST2013. Generation NeXt Clients: Engaging Them for the Long Haul (Jul 23, 2020 01:30 PM)

EST2013. Naming a CRT As A Beneficiary of a Retirement Account: Planning and Legal Checklists (Jul 21, 2020 12:25 PM)

FIN2001. CFO; Change Agent, Co-pilot, What’s Next? (Jul 22, 2020 12:50 PM)

FIN2002. Talent Impact and Change Management Today (Jul 22, 2020 01:55 PM)

FIN2005. Evolution of accounting and finance – from someone who has been through it! (Jul 23, 2020 11:05 AM)

FIN2007. Leadership is Language: How to Apply This in a Work Context (Jul 23, 2020 01:30 PM)

FIN2013. Rebranding the CFO; Change Starts Today! (Jul 24, 2020 01:30 PM)

PST2024. How to Increase Revenue with Fewer Clients. (Jul 24, 2020 12:25 PM)

PST2019. Cybersecurity Governance & Risk Management Strategies (Jul 24, 2020 10:00 AM)

PST2028. Cybersecurity - You have been breached! Now what? (Jul 24, 2020 01:30 PM)

PST2021. How to Build & Grow a Profitable Niche (Jul 24, 2020 11:05 AM)

PFP2002. Geopolitical Update: How the US Impacts the World, and the World Impacts Us (Jul 20, 2020 10:00 AM)

PST2010. Improving Firm Profitability (Jul 23, 2020 12:25 PM)

NAA2009. COVID-19 Effects - Risk Assessment, Remote Audit and Financial Reporting Implications (Jul 21, 2020 10:00 AM)

PST2004. Marketing Amid COVID-19 (Jul 23, 2020 10:00 AM)

FIN2003. Making Value Real: Climbing The Ladder to Transactional Efficiency & Effectiveness (Jul 22, 2020 03:15 PM)

FIN2004. Industry Disruption: How Great People and Organizations Innovate in Times of Rapid Change (Jul 23, 2020 10:00 AM)

FIN2011. How to Make your Transformation Stick - Through People, Tools and Process (Jul 24, 2020 12:25 PM)

ENG2003. The Nuances of CARES (EST,TAX) (Jul 22, 2020 01:55 PM)

EST2005. Creative Planning to do Now (Jul 20, 2020 01:30 PM)

EST2016. Wealth Transfer Planning with Low Interest Rates (Jul 21, 2020 01:30 PM)

PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning (Jul 20, 2020 11:05 AM)

PFP2015. Conversing with Clients (Jul 21, 2020 12:25 PM)

PFP2011. Social Security - Where does it stand; How to Advise (Jul 21, 2020 10:00 AM)

PST2009. Remote Auditing is Here to Stay: Best Practices for Remote Audit Success (Jul 23, 2020 11:05 AM)

PST2026. Managing the Professional Liability Risk Impact of a Worldwide Pandemic (Jul 24, 2020 12:25 PM)

ENG201.09. To Become an Extraordinary Leader, Look Within (Jun 10, 2020 01:00 PM)

ENG201.11. AICPA Privacy Management Framework (Jun 10, 2020 02:00 PM)

ENG201.16. Build an Advisory Practice Primer (Jun 12, 2020 01:00 PM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 01:00 PM)

ENG201.02. AICPA Trust, Estate and Gift Tax Technical Resource Panel Update and Q&A (Jun 08, 2020 01:00 PM)

ENG201.13. The SECURE Act: A Game Changer For Retirement Plans (Jun 11, 2020 01:00 PM)

ENG201.01. Common Questions from Clients amid the Pandemic (Jun 08, 2020 01:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.08. Peer Review Update: Performing System Reviews in a COVID-19 World - PART 1 (Jun 10, 2020 01:00 PM)

ENG201.10. Peer Review Update: Performing system reviews in a COVID-19 world - PART 2 (Jun 10, 2020 02:00 PM)

ENG201.12. Putting People First - Evolving the Approach To Developing Finance Talent (Jun 11, 2020 01:00 PM)

ENG201.17. AICPA Tax Policy and Advocacy Updates (Jun 12, 2020 02:00 PM)

ENG201.05. Implications of Blockchain and Crypto Assets to Your Practice (Jun 09, 2020 01:00 PM)

ENG201.18. PEEC Hosting Independence (Jun 12, 2020 02:00 PM)

ENG201.04. Preparing your Practice for the Tax Revolution (Jun 08, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

ENG20SS.03. Murder Hornets? Securing Your Firm Amidst the Next Wave of (Cyber) Attacks - presented by Right Networks (Jun 09, 2020 12:00 PM)

ENG20SS.01. Microsoft Teams and Microsoft 365 - presented by Dell (Jun 08, 2020 12:00 PM)

ENG20SS.04. Better Together - presented by Intuit (Jun 09, 2020 12:00 PM)

ENG20SS.02 Adapt and Thrive with a Cloud-Based Digital Workflow - presented by Wolters Kluwer (Jun 08, 2020 12:00 PM)

ENG20SS.05. Avoiding an AI Bias (Jun 10, 2020 12:00 PM)

ENG20SS.07. Make Technology your Secret Sauce - presented by Xero (Jun 11, 2020 12:00 PM)

ENG20SS.09. QuickBooks Online Advanced in Action: A Deep Dive - Presented by Intuit (Jun 12, 2020 12:00 PM)

ENG20SS.08. Floodgates Opened on Tax Incentives With Recent Pandemic Legislation - presented by Brayn Consulting (Jun 11, 2020 12:00 PM)

ENG201.14. Washington Update: The Current Legislative and Regulatory Landscape (Jun 11, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$59500
Standard Price
This includes sessions from the conference: Advanced Accounting and Auditing (as part of ENGAGE 2020)

Sessions Included:

NAA2012. 2020 Accounting and Review Services Committee Update (Jul 21, 2020 12:25 PM)

NAA2011. ASC 842, Leases - Challenges with Implementation (Jul 21, 2020 11:05 AM)

NAA2004. Applying Professional Skepticism in Today's Audits (Jul 20, 2020 12:25 PM)

NAA2010. Audit Evidence - Modernizing Auditing Standards (Jul 21, 2020 11:05 AM)

NAA2002. Auditing and Attest Standards Update (Jul 20, 2020 11:05 AM)

NAA2006. Audit Sampling - It's Not Rocket Science (Jul 20, 2020 01:30 PM)

NAA2016. FAQs - Accounting, Auditing, Compilation, Reviews (Jul 21, 2020 02:50 PM)

NAA2017. Audit Strategies for Better Efficiency (Jul 21, 2020 02:50 PM)

NAA2007. Ethics Update - A Peek at the PEEC (Jul 20, 2020 02:50 PM)

NAA2001. Auditing and Assurance: Opportunity (and Challenge) in Uncertain Times (Jul 20, 2020 10:00 AM)

NAA2014. Know the New Auditor Reporting Standard (Jul 21, 2020 01:30 PM)

NAA2015. What’s Changing in Quality Control (Jul 21, 2020 01:30 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

NAA2009. COVID-19 Effects - Risk Assessment, Remote Audit and Financial Reporting Implications (Jul 21, 2020 10:00 AM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.08. Peer Review Update: Performing System Reviews in a COVID-19 World - PART 1 (Jun 10, 2020 01:00 PM)

ENG201.10. Peer Review Update: Performing system reviews in a COVID-19 world - PART 2 (Jun 10, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$37900
Standard Price
This includes sessions from the conference: Advanced Estate Planning (as part of ENGAGE 2020)

Sessions Included:

EST2010. Grantor Trusts - The Key Rules and the Useful Tools (Jul 21, 2020 10:00 AM)

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 03:15 PM)

EST2007. A Review of the Current Individual and Business Tax Proposals (Jul 20, 2020 02:50 PM)

TAX2012. Choice of Entity Considering the QBI Deduction (Jul 24, 2020 01:30 PM)

EST2002. Gift and Estate Tax Audits (Jul 20, 2020 11:05 AM)

EST2009. GST (Jul 21, 2020 10:00 AM)

EST2014. Deep Dive into Spousal Lifetime Access Trusts (SLATS) (Jul 21, 2020 12:25 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 02:50 PM)

EST2012. Estate Planning with S Corporations (Jul 21, 2020 11:05 AM)

EST2013. Naming a CRT As A Beneficiary of a Retirement Account: Planning and Legal Checklists (Jul 21, 2020 12:25 PM)

ENG2003. The Nuances of CARES (EST,TAX) (Jul 22, 2020 01:55 PM)

EST2005. Creative Planning to do Now (Jul 20, 2020 01:30 PM)

EST2016. Wealth Transfer Planning with Low Interest Rates (Jul 21, 2020 01:30 PM)

ENG201.02. AICPA Trust, Estate and Gift Tax Technical Resource Panel Update and Q&A (Jun 08, 2020 01:00 PM)

ENG201.13. The SECURE Act: A Game Changer For Retirement Plans (Jun 11, 2020 01:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$37900
Standard Price
This includes sessions from the conference: Advanced Personal Financial Planning (as part of ENGAGE 2020)

Sessions Included:

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 03:15 PM)

PFP2012. Interest Rates & Planning: What You Need to Know (Jul 21, 2020 10:00 AM)

PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic! (Jul 20, 2020 02:50 PM)

PFP2016. Factor Investing: Simple, but Not Easy (Jul 21, 2020 12:25 PM)

PFP2006. Multi-generational Wealth Transfer: Strategies for Sustaining Growth (Jul 20, 2020 12:25 PM)

PFP2019. State Personal Income/ Trust Residency issues created by COVID-19 (Jul 21, 2020 02:50 PM)

PFP2013. New & Different Fee Models Panel (Jul 21, 2020 11:05 AM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

PFP2018. Playing Defense In Uncertain Times: Managing Downside Risks (Jul 21, 2020 01:30 PM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 02:50 PM)

PFP2007. Exit Planning M&A Strategies for Today and Beyond (Jul 20, 2020 01:30 PM)

PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence (Jul 20, 2020 01:30 PM)

PST2003. Inspector Gadget (Jul 22, 2020 03:15 PM)

PFP2002. Geopolitical Update: How the US Impacts the World, and the World Impacts Us (Jul 20, 2020 10:00 AM)

PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning (Jul 20, 2020 11:05 AM)

PFP2015. Conversing with Clients (Jul 21, 2020 12:25 PM)

PFP2011. Social Security - Where does it stand; How to Advise (Jul 21, 2020 10:00 AM)

ENG201.13. The SECURE Act: A Game Changer For Retirement Plans (Jun 11, 2020 01:00 PM)

ENG201.01. Common Questions from Clients amid the Pandemic (Jun 08, 2020 01:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$37900
Standard Price
This includes sessions from the conference: EDGE Career Development (as part of ENGAGE 2020)

Sessions Included:

EDG2010. EDGE KEYNOTE: The Three Ts of Leadership: Truth, Trust and Transparency (Jul 24, 2020 12:25 PM)

EDG2006. Overcoming Overwhelm (with Strategic Time Management) (Jul 23, 2020 12:25 PM)

EDG2003. The Future Of Work Is Here, Now How Do We Manage it? (Jul 22, 2020 03:15 PM)

EDG2004. EDGE KEYNOTE: Break the Dependence (Jul 23, 2020 10:00 AM)

EDG2007. The Art of Saying No (Jul 23, 2020 01:30 PM)

EDG2008. Developing a Culture of Ownership and Accountability (Jul 24, 2020 10:00 AM)

EDG2001. The Resilience Revelation (Jul 22, 2020 12:50 PM)

EDG2012. Balancing Leadership & Likeability (Jul 24, 2020 02:50 PM)

EDG2002. Making the Jump From Technician to Adviser (Jul 22, 2020 01:55 PM)

EDG2009. Be a Boss (Without Being a Jerk) (Jul 24, 2020 11:05 AM)

EDG2005. I Dare You to Dream (Jul 23, 2020 11:05 AM)

ENG2005. Practice Everyday Innovation (PST, EDG) (Jul 23, 2020 02:50 PM)

PST2012. Leveraging Artificial Intelligence in Your Firm (Jul 23, 2020 12:25 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 01:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.12. Putting People First - Evolving the Approach To Developing Finance Talent (Jun 11, 2020 01:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$37900
Standard Price
This includes sessions from the Finance Redefined Track (as part of ENGAGE 2020)

Sessions Included:

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

FIN2009. Trends Transforming Finance and Accounting Business in the Decade Ahead (Jul 24, 2020 10:00 AM)

FIN2006. Building the Finance-Led, Intelligent Enterprise (Jul 23, 2020 12:25 PM)

FIN2001. CFO; Change Agent, Co-pilot, What’s Next? (Jul 22, 2020 12:50 PM)

FIN2002. Talent Impact and Change Management Today (Jul 22, 2020 01:55 PM)

FIN2005. Evolution of accounting and finance – from someone who has been through it! (Jul 23, 2020 11:05 AM)

FIN2007. Leadership is Language: How to Apply This in a Work Context (Jul 23, 2020 01:30 PM)

FIN2013. Rebranding the CFO; Change Starts Today! (Jul 24, 2020 01:30 PM)

FIN2003. Making Value Real: Climbing The Ladder to Transactional Efficiency & Effectiveness (Jul 22, 2020 03:15 PM)

FIN2004. Industry Disruption: How Great People and Organizations Innovate in Times of Rapid Change (Jul 23, 2020 10:00 AM)

FIN2011. How to Make your Transformation Stick - Through People, Tools and Process (Jul 24, 2020 12:25 PM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 01:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$29900
Standard Price
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of ENGAGE 2020)

Sessions Included:

PST2023. How Small Tax Firms Use MS Teams for Internal and Client Collaboration (Jul 24, 2020 11:05 AM)

PST2008. Business Continuity - Lessons Learned from Dealing with the COVID-19 Pandemic (Jul 23, 2020 11:05 AM)

PST2002. Tech Update – A 2020 Vision (Jul 22, 2020 01:55 PM)

PST2007. Tax Season Debrief 2020 – Lessons Learned in a COVID World (Jul 23, 2020 11:05 AM)

ENG2005. Practice Everyday Innovation (PST, EDG) (Jul 23, 2020 02:50 PM)

PST2029. Suddenly Virtual? Optimizing your New Environment (Jul 24, 2020 01:30 PM)

PST2020. .cpa Domain: New Level of Distinction and Security for the Accounting Profession (Jul 24, 2020 10:00 AM)

PST2012. Leveraging Artificial Intelligence in Your Firm (Jul 23, 2020 12:25 PM)

PST2015. Demands, Drivers, and Approach to Transforming Auditing in the Future (Jul 23, 2020 01:30 PM)

PST2017. Strategies for Overcoming Common Obstacles to Growth in your CAS Practice (Jul 23, 2020 02:50 PM)

PST2018. Incorporating Gig Staffing into your Ongoing Business Model (Jul 24, 2020 10:00 AM)

PST2032. Family Office: Automating Support Functions for High Net Worth Clients (Jul 24, 2020 02:50 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

PST2005. How Non-Techie Accountants & Auditors Can Understand Data Extracts from Clients (Jul 23, 2020 10:00 AM)

PST2003. Inspector Gadget (Jul 22, 2020 03:15 PM)

PST2030. Creating an Innovative Growth Culture (Jul 24, 2020 02:50 PM)

PST2013. Generation NeXt Clients: Engaging Them for the Long Haul (Jul 23, 2020 01:30 PM)

PST2024. How to Increase Revenue with Fewer Clients. (Jul 24, 2020 12:25 PM)

PST2019. Cybersecurity Governance & Risk Management Strategies (Jul 24, 2020 10:00 AM)

PST2028. Cybersecurity - You have been breached! Now what? (Jul 24, 2020 01:30 PM)

PST2021. How to Build & Grow a Profitable Niche (Jul 24, 2020 11:05 AM)

PST2010. Improving Firm Profitability (Jul 23, 2020 12:25 PM)

PST2004. Marketing Amid COVID-19 (Jul 23, 2020 10:00 AM)

PST2009. Remote Auditing is Here to Stay: Best Practices for Remote Audit Success (Jul 23, 2020 11:05 AM)

PST2026. Managing the Professional Liability Risk Impact of a Worldwide Pandemic (Jul 24, 2020 12:25 PM)

ENG201.06. Adaptive Leadership and Driving Results During Uncertain Times (Jun 09, 2020 01:00 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.12. Putting People First - Evolving the Approach To Developing Finance Talent (Jun 11, 2020 01:00 PM)

ENG201.05. Implications of Blockchain and Crypto Assets to Your Practice (Jun 09, 2020 01:00 PM)

ENG201.18. PEEC Hosting Independence (Jun 12, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$37900
Standard Price
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of ENGAGE 2020)

Sessions Included:

EST2010. Grantor Trusts - The Key Rules and the Useful Tools (Jul 21, 2020 10:00 AM)

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP) (Jul 22, 2020 03:15 PM)

TAX2006. State Tax Implications of Employees Working Remotely (Jul 24, 2020 10:00 AM)

TAX2010. Retirement Planning (Jul 24, 2020 12:25 PM)

TAX2014. Protecting High Profile Clients in the Digital Age (Identity Theft/Scams) (Jul 24, 2020 02:50 PM)

TAX2003. Tax Planning Considerations of Temporary TCJA Dismantling (Jul 23, 2020 12:25 PM)

TAX2012. Choice of Entity Considering the QBI Deduction (Jul 24, 2020 01:30 PM)

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times (Jul 22, 2020 11:20 AM)

TAX2013. Education Planning for the Next Decade: Practical Strategies for Success (Jul 24, 2020 01:30 PM)

ENG2001. Aging and Long Term Illness (EST, PFP) (Jul 21, 2020 02:50 PM)

ENG2003. The Nuances of CARES (EST,TAX) (Jul 22, 2020 01:55 PM)

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators (Jun 08, 2020 02:00 PM)

ENG201.17. AICPA Tax Policy and Advocacy Updates (Jun 12, 2020 02:00 PM)

ENG201.04. Preparing your Practice for the Tax Revolution (Jun 08, 2020 02:00 PM)

ENG201.07. Special Edition of the AICPA Town Hall Series (Jun 09, 2020 02:00 PM)

DIN2001. How to Advance Women into the C-Suite (Jul 21, 2020 10:00 AM)

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1) (Jul 21, 2020 12:25 PM)

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion (Jul 21, 2020 01:30 PM)

DIN2004. Member Value: Diversity & Inclusion Activities & Resources (Jul 21, 2020 02:50 PM)

$29900
Standard Price
  • Thumbnail for ENGAGE 2020
    Identification
    01_ENGAGE20STORE
    Date
    June 8, 2020
    This includes sessions from ENGAGE 2020:

    • Advanced Accounting and Auditing 2020
    • Advanced Estate Planning 2020
    • Advanced Personal Financial Planning 2020
    • EDGE Career Development 2020
    • Finance Redefined Track 2020
    • Practitioners Symposium and TECH+ Conference 2020
    • Tax Strategies for the High-Income Individual 2020
  • Thumbnail for Advanced Accounting and Auditing (as part of ENGAGE 2020)
    Identification
    02_NAA20STORE
    Date
    June 8, 2020
    This includes sessions from the conference: Advanced Accounting and Auditing (as part of ENGAGE 2020)
  • Thumbnail for Advanced Estate Planning (as part of ENGAGE 2020)
    Identification
    03_EST20STORE
    Date
    June 8, 2020
    This includes sessions from the conference: Advanced Estate Planning (as part of ENGAGE 2020)
  • Thumbnail for Advanced Personal Financial Planning (as part of ENGAGE 2020)
    Identification
    04_PFP20STORE
    Date
    June 8, 2020
    This includes sessions from the conference: Advanced Personal Financial Planning (as part of ENGAGE 2020)
  • Thumbnail for EDGE Career Development (as part of ENGAGE 2020)
    Identification
    05_EDG20STORE
    Date
    June 8, 2020
    This includes sessions from the conference: EDGE Career Development (as part of ENGAGE 2020)
  • Thumbnail for Finance Redefined Track (as part of ENGAGE 2020)
    Identification
    06_FIN20STORE
    Date
    June 8, 2020
    This includes sessions from the Finance Redefined Track (as part of ENGAGE 2020)
  • Thumbnail for Practitioners Symposium and TECH+ Conference (as part of ENGAGE 2020)
    Identification
    07_PST20STORE
    Date
    June 8, 2020
    This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of ENGAGE 2020)
  • Thumbnail for Tax Strategies for the High-Income Individual (as part of ENGAGE 2020)
    Identification
    08_TAX20STORE
    Date
    June 8, 2020
    This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of ENGAGE 2020)
  • Thumbnail for ENG20SS.01. Microsoft Teams and Microsoft 365 - presented by Dell
    Identification
    ENG20SS.01
    Date
    June 8, 2020
    Please join Dell Technologies as they host an information session with Scott Smith on modernizing your business with Microsoft Teams and M365. During these times, communication is more virtual than ever. Learn a fresh approach to managing devices, securing end points, and boosting productivity. While every team is unique, one thing that is consistent is that every team will need a variety of apps and tools to get their work done. From chat, video meetings, and calling – learn how to customize and extend your workspace.

    Learning Objectives:
    · Understand how Microsoft Teams can transform communication
    · Understand different Microsoft 365 platforms

    Speaker

    Speaker Image for Scott Smith
    Business Development Manager, Disys/Microsoft
    $4900
    Standard Price
  • Thumbnail for ENG20SS.02 Adapt and Thrive with a Cloud-Based Digital Workflow - presented by Wolters Kluwer
    Identification
    ENG20SS.02
    Date
    June 8, 2020


    Client and staff needs have changed dramatically in the last few months, leaving many accounting firms scrambling to adjust. Fortunately, digital workflow technologies are already helping firms work and collaborate remotely, without sacrificing efficiency. This 50-minute solution session will cover:

    • Keeping staff productive and engaged, even when they aren't in the office
    • Staying top-of-mind with clients by adding value during stressful times
    • Adapting to the unexpected, and transforming through innovation


    Learning Objectives:
    · Identify key technologies enabling remote work for accounting firms
    · Understand strategies that help firms meet shifting client expectations

    Speakers

    Speaker Image for Jim McGinnis
    EVP & General Manager, Wolters Kluwer
    Speaker Image for Cathy Rowe
    Cathy Rowe, CPA, CA
    VP, Product Management Tax, Wolters Kluwer
    $4900
    Standard Price
  • Thumbnail for ENG201.01. Common Questions from Clients amid the Pandemic
    Identification
    ENG201.01
    Date
    June 8, 2020
    Clients are looking to their CPA financial planners for answers. They are asking about their investments, the market, volatility, and tax planning opportunities, as well as other financial planning concerns. You will hear from two CPA financial planners who will share effective communication techniques when dealing with clients during a crisis, as well as how they respond to the common questions clients are asking.

    Learning Objectives:
    · Learn communication techniques to help clients deal with the stress from the pandemic.
    · Understand how to discuss investment planning in a volatile market with your clients.
    · Discuss tax planning opportunities related to the Cares Act.

    Speakers

    Speaker Image for Susan Tillery
    Susan M. Tillery, CPA/PFS, AEP, (Distinguished)
    President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
    Speaker Image for David Stolz
    Consultant, Stolz and Associates
    $4900
    Standard Price
  • Thumbnail for ENG201.02. AICPA Trust, Estate and Gift Tax Technical Resource Panel Update and Q&A
    Identification
    ENG201.02
    Date
    June 8, 2020
    This discussion covers AICPA tax advocacy efforts regarding legislative and regulatory proposals and developments in trust, estate and gift tax, including updates related to tax guidance for the Coronavirus pandemic, CARES Act, and the Secure Act.

    The AICPA Trust, Estate and Gift Tax Technical Resource Panel (TRP) of experts will answer questions about the latest developments. Attendees will have the opportunity to exchange ideas with the TRP representatives and their conference peers.

    Learning Objectives:
    · Learn about various legislative and regulatory proposals and the potential impact on one's practice in the trust, estate and gift tax areas.
    · Become familiar with the latest developments and emerging issues in the trust, estate and gift tax areas
    · Learn what the AICPA is advocating for members with the IRS, Treasury and Congress in the trust, estate and gift tax areas

    Speakers

    Speaker Image for Eileen Sherr
    Director - Tax Policy and Advocacy, AICPA & CIMA
    Speaker Image for Ted Batson
    Partner/Tax Counsel, CapinCrouse LLP
    Speaker Image for Mary Kay Foss
    CPA, Mary Kay Foss CPA
    Speaker Image for Brian Whitlock
    Brian T. Whitlock, CPA/JD/LLM
    Attorney at Law, Brian T. Whitlock, P.C.
    $4900
    Standard Price
  • Thumbnail for ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators
    Identification
    ENG201.03
    Date
    June 8, 2020

    The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator three years ago with a focus on FinTech and EdTech solutions. Its purpose is to foster innovation and bring emerging technologies to the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric service. In this session, you will hear about trends in FinTech developments and see the 4 startup companies that make up the 2020 cohort. These solutions have a leading role in a diverse range of categories including: crypto-asset management, financial impacts of climate change, accounting task automation and cash flow management.

    Speakers

    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Joseph Lake
    Chief Operating Officer, The Climate Service
    Speaker Image for Tadeusz Chrusciel
    Founder & CEO, Scanye
    Speaker Image for Brian Suthoff
    CEO, Tally Street
    Speaker Image for Joseph Ryan
    Co-Founder and CFO, Gilded
    $4900
    Standard Price
  • Thumbnail for ENG201.04. Preparing your Practice for the Tax Revolution
    Identification
    ENG201.04
    Date
    June 8, 2020


    How is your practice preparing for tomorrow? Adding the latest technology isn’t enough anymore. The tax profession is evolving in many aspects and at a rapid pace. Join us for an interactive discussion on changes being driven by tax law changes, staff, clients, competitors and technology. Learn how your practice will be impacted and the AICPA resources available to help your business evolve.

    Learning Objectives:
    · Understand the challenges involved with a changing tax landscape.
    · Identify tax planning opportunities for a more productive and efficient practice.

    Speakers

    Speaker Image for Cari Weston
    Cari Weston, CPA, CGMA
    Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
    Speaker Image for April Walker
    April Walker, CPA, CGMA
    Lead Manager, Tax Practice & Ethics - Tax Section, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for ENG20SS.03. Murder Hornets? Securing Your Firm Amidst the Next Wave of (Cyber) Attacks - presented by Right Networks
    Identification
    ENG20SS.03
    Date
    June 9, 2020
    Hornets? Hackers? Cybersecurity?  Roman will be presenting the latest cybersecurity threats that CPA Firms are facing and what your firm can do to remediate the threat .  He will also lay the groundwork for your firm's security briefing. This session will cover:

    • Cyberthieves have united to take on every size firm - learn about the latest digital threats to your livelihood.
    • Cybersecurity-It's the law; learn about the legal obligation your firm has regarding securing client data.
    • Did COVID "Work From Home" expose your firm in ways you never considered? Discuss steps to remediate-now!
    • Identify what you can do to protect your firm by diving into our updated CPA Firm Security Checklist


    Learning Objectives:
    · Understand the key security threats and available remediation solutions.
    · Walk through the AICPA's security checklist, so you know what you need to know!

    Speaker

    Speaker Image for Roman Kepczyk
    Director of Firm Technology Strategy, Rightworks, LLC
    $4900
    Standard Price

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