Thumbnail for EDGE Career Development (as part of AICPA ENGAGE 2018)

EDGE Career Development (as part of AICPA ENGAGE 2018)

$459
Standard Price

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

Products

  • Thumbnail for Responding To Pushback: Concerns Based Marketing
    Identification
    PFP18EL01
    Date
    June 11, 2018

    Responding to pushback—whether its on investment questions, fees or other client experience issues--can occasionally trip up even the most seasoned advisor, and mean the difference between landing and losing that next prospect! Hear from Ernest Clark on key ways to keep the conversation focused and build confidence.

    Speaker

    Speaker Image for Ernest Clark
    Ernest Clark, CPA, PFS
    Relationship Director, BAM Alliance
    $49
    Standard Price
  • Thumbnail for How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology
    Identification
    PFP18EL03
    Date
    June 11, 2018

    Firms that currently serve the Baby Boomers and Silent Generation clients know they will need to attract the younger generations to maintain the longevity of their firm. Forging a relationship with their clients' children is great for both the parents and their children. Yet most struggle to figure out how to connect with and provide planning services for younger generations. This session will provide you with specific recommendations for how to successfully and profitably serve NexGen clients by leveraging technology and workflow automation. Deborah Fox will share how she and her team built this service tier in their firm and what specific components made it a resounding success.

    Learning Objectives:

    - Provide ideas for successfully serving NexGen clients, especially the children of their existing clients
    - Discuss examples of how Deborah structured this service in her own firm (what to do, but more importantly, what NOT to do

    Speaker

    Speaker Image for Deborah Fox
    CEO & Founder, Fox Financial Planning Network
    $49
    Standard Price
  • Thumbnail for Using Tax Reform and Broadridge Advisor to Deepen Client Relationships
    Identification
    PFP18EL02
    Date
    June 11, 2018

    Navigating the tax law changes can be tricky; it can be even harder to explain to clients how they are impacted. Whether your clients need help changing their estate structure, modifying their charitable giving strategy, considering new choices for funding college education or just navigating the complexities of retirement, you can be the primary point of contact to help them through tax (and life’s) changes. In this session, you’ll learn how to take what you know about the tax code and apply it to your individual clients in a proactive way with planning as the center of everything.

    - Learning Objectives:

    o How to capitalize on tax reform as a conversation to dive deeper with clients

    o Understand planning opportunities that arise from the new tax law and client life transitions

    o Explore options and best practices for proactively deepening client relationships

    o Learn how maximize your complimentary membership with Broadridge Advisor (this tools is included with PFP Section membership)

    Speakers

    Speaker Image for Marshall Aulick
    Corporate Account Manager, Broadridge Advisor Solutions
    Speaker Image for Dave Briggs
    VP of Corporate Training, Broadridge Advisor Solutions
    $49
    Standard Price
  • Thumbnail for Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program
    Identification
    ENG18VC01
    Date
    June 12, 2018
    Demonstrate your firm’s commitment to the personal and professional development of your team by allowing them paid time to read at the start of each day. Use the PCPS toolkit to help kick start the program in your firm! Learning Objectives:
    Learn how to kick start a successful reading program at your firm.
    Learn the benefits of reading for 15 minutes at the start of each day.

    Speakers

    Speaker Image for Shelly Guzzetta
    Manager, Firm Services - Public Accounting, Association of International Certified Professional Accountants
    Speaker Image for Lindsey Curley
    Lindsey Curley, CPA, CGMA
    Senior Manager, Firm Services - Public Accounting, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed
    Identification
    ENG18VC02
    Date
    June 12, 2018

    Today, a staggering number of Americans do not have access to a workplace retirement savings program, and many have little or nothing saved for their golden years. As your business clients’ most trusted advisor, you are well positioned to help address this issue. Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.

    Objectives:

    • Review current state of retirement readiness and the regulatory environment

    • Compare features and options to maximize savings potential

    • Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security

    Speaker

    Speaker Image for Frank Tortora
    Senior Manager Retirement Services, Paychex
    $49
    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.

    The world of business is also evolving faster than ever. Business models are changing, new services and products are being created, and new markets are emerging every single day.

    How can you find your place in this new paradigm?

    As CPAs, we are often tasked with analyzing past data. We conform to rules and standards we color inside the lines. How can we expand our thinking to innovate? To create new possibilities for ourselves and our profession? How can we learn to color outside the lines to create a bigger, better picture for our profession's future?

    In this session, we will explore:
    • How business is being done differently than in the past
    • How to cultivate more creativity and innovation
    • Some practical games to play in the world of possibility

    Speaker

    Speaker Image for Sarah Elliott
    Co-founder and Principal, Intend2Lead LLC
    $49
    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. This session will unleash the truest potential and encourage them to stop hiding their true personalities in an effort to 'be' who they believe they are to conform to be in the profession. There is no longer a 'type' of an accountant or CPA.

    The session will address the following self-mastery areas:

    • Emotional Mastery

    • Relationships Mastery

    • Physical Mastery

    • Financial Mastery

    • Time Mastery

    In an effort to be your best self and be the best in accounting, we have to work from the inside out.

    Speaker

    Speaker Image for Jeannine K Brown
    Chief Executive Officer, Everyday Lead
    $49
    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.

    We have all heard that authenticity is important in leadership. Yet, we constantly hear conflicting messages that we should conform to someone else' ideals. We may try to bend and twist ourselves in a desire to "fit in." How can you inspire others by being a more vulnerable and authentic version of yourself? And why is this so important?

    In this session, we will explore the following questions:
    • What are the costs of inauthenticity?
    • How can you increase your self-awareness muscles to be more in tune with what you "hide" from others?
    • How can sharing your vulnerabilities strengthen trust and confidence in your relationships?

    Speaker

    Speaker Image for Brian Kush
    Principal, Intend2Lead
    $49
    Standard Price
  • Thumbnail for Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting
    Identification
    PST18EL03
    Date
    June 12, 2018

    Join us to look at tax law changes in 2018 - what has changed and what is needed to maximize the incentives.

    Learning objectives:

    • Research & Development credit - significance, who it applies to and how to position your company to take advantage of the credit

    • Cost Segregation Studies - what has changed in 2018, types of qualified property and changes in bonus depreciation

    • 179D Energy Efficient Deduction - who is this deduction for and how to use this deduction for projects

    Speakers

    Speaker Image for Brady Bryan
    CEO, CEO, BRAYN Consulting LLC
    Speaker Image for Jason Villere
    Director, BRAYN Consulting, LLC
    $49
    Standard Price
  • Thumbnail for Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer
    Identification
    ENG18EL01
    Date
    June 12, 2018

    Does your audit team efficiently perform analytics as part of the audit? Are you able to efficiently collaborate with your client? Current audit quality initiatives coupled with increased fee pressures have auditors looking for new and innovative ways to improve quality without sacrificing efficiency. In addition, being future ready is important because your clients want an accountant who can proactively leverage technology to provide them better client service. We will discuss top trends impacting the profession and learn the value behind the expanded capabilities.

    Learning objectives:

    • Learn practical ways how to incorporate analytics as part of your audit.
    • Learn common peer review deficiencies and how to use technology to improve the quality of your audit.

    Speaker

    Speaker Image for Cathy Rowe
    Cathy Rowe, CPA, CA
    VP, Product Management Tax, Wolters Kluwer
    $49
    Standard Price
  • Thumbnail for Stuck in Status Quo (and How to Break Out of It)
    Identification
    ENG1811
    Date
    June 12, 2018
    For some reason, no amount of logic or persuasion can move the people in your firm to do the things that, objectively speaking, are the right things to do. Whether it be around instituting a new process, software or employee-related practice, there is always resistance. This presentation will expound on the primary human and organizational dynamics that make change difficult and how to work with the natural human responses to accelerate change. Drawing on the decades of research in human behavior and motivation, participants will learn how to influence the choices and actions of others to move beyond status quo.

    Drawing on human behavior research, participants will understand:
    • How change initiatives are perceived as threatening and elicit resistance;
    • Apply resistance tendencies to specific individual and firm efforts;
    • And learn effective strategies to engage and overcome normal resistance tendencies.

    Speaker

    Speaker Image for Guy Gage
    President, PartnersCoach, Inc
    $49
    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. In this interactive session, participants will learn how to master their stories to create positive emotions that move them towards effective dialogue and healthier, more productive relationships. They will learn how to cut off their unhealthy emotions at the source and retrace their path to the facts - what they saw and heard.

    Learning objectives:
    • Learn how to separate facts from stories
    • Learn how to take control of your emotions by controlling your stories.

    Speaker

    Speaker Image for Alison VanOtterloo
    Vice President, Corporate Services & Strategy, Pharmacists Mutual Insurance Company
    $49
    Standard Price
  • Thumbnail for Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE)
    Identification
    ENG18ASK01
    Date
    June 12, 2018

    For online audience only

    Join U.S. Tax Reform Speakers including Martin Finn, Sid Kess and Bob Keebler and ask any lingering questions you may have on U.S. Tax Reform.

    Speakers

    Speaker Image for Robert Keebler
    Partner, Keebler and Associates, LLP
    Speaker Image for Martin Finn
    Partner, Rowlands, LeBrou & Griesmer, PLLC
    Speaker Image for Sidney Kess
    Sidney Kess, CPA, J.D., LL.M. (taxation)
    Senior Consultant, Citrin Cooperman
    $49
    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. Our feedback loops often look more like of five years of unreconciled bank statements than they do a polished set of financials. Your career progression hinges on the development of yourself AND the next level of talent.

    In this workshop, learn how you can get the feedback you want, give the feedback your team needs and use both to propel your practice.

    Learning objectives:
    • Identify primary and secondary outcomes in giving and receiving feedback
    • Learn a framework for delivering challenging performance feedback conversations
    • Understand techniques to obtain the feedback you need to grow and develop, whether you're in your first or thirty-first year (or more) of your career.

    Speaker

    Speaker Image for Kristen Rampe
    Managing Partner, Rosenberg Associates
    $49
    Standard Price
  • Thumbnail for Digital Revolution is Coming to Financial Advice
    Identification
    PFP18EL05
    Date
    June 12, 2018

    This session will discuss how to ride the approaching wave of financial advice technology to engage customers and grow your business. Will will discuss:

    Change 1: Increased Productivity

    Change 2: MCDI will change Investment Implementation

    Change 3: Clients have access to everything… in the way they want to access it

    Learning Objectives:

    1. The modern industry can serve significantly more customers with less manpower when leveraging technology correctly

    2. Technological advances will also make modern advisors more productive, able to offer more services such as real-time financial statements and integrated financial planning

    3. Investment strategies will soon be standardized and customized to meet the growing tech capabilities

    4. Today’s investors want their financial services to be more accessible and available through a singular source

    Speaker

    Speaker Image for Mike Kerins
    Mike Kerins, CFA, FRM
    CEO & Founder, Robust Wealth
    $49
    Standard Price

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