EDGE Career Development (as part of AICPA ENGAGE 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.

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

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)

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

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.

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

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.

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.

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