Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2022)

The CPA profession played a critical role in helping small businesses acquire funding during the pandemic. This role naturally led to CPAs providing their clients with business advice. In turn, the opportunity for deeper client advisory services through business financing was revealed. In this session, leading voices will share how practitioners are expanding their client advisory services by providing financing assistance. You'll hear exactly what steps firms are taking to feature finance and FinTech as part of their CAS offering.

Join us to hear insights from diverse (in background and role) leaders from within the accounting profession who will explain how to make investments in a diverse talent, as well as in creating an inclusive workforce to increase your pipeline and retention rates to expand leadership representation.

Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips. With automation and new timing techniques of CAS, there's an opportunity to move into a continuous close cycle, not just end of month or end of year.

Join us to hear the Co-chairs of the AICPA LGBTQ+ Initiatives committee give an overview of the strategic initiatives, as well as the mission and vision of the committee. During this session you will also hear about a new resource that Dr. Jones assisted the committee in creating, which will aid your understanding of the importance of being an advocate to your LGBTQ+ workforce and community, and provide actions to leverage on your inclusiveness journey.

Technology continues to evolve at an ever-increasing pace - disrupting and transforming virtually all aspects of our personal and professional lives. From AI, 5G and blockchain, to IoT, robotics and EVs, new technology is impacting and revolutionizing virtually every product and service available. Join Inspector Gadget as he explores the very latest technology trends and vendor solutions, along with cutting-edge gear and gadgets. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

Have ever thought to yourself, "There has got to be a better way to do this?" Guess what?! There is! In this session, you will learn hands-on tech tips and tricks to optimize your day. We will cover a wide variety of topics from Microsoft 365 to Mobile devices to web-based applications and more!

This session is dedicated to the possibility that accounting professionals can win larger engagements and serve those they win more effectively when they learn and adopt subscription-based pricing. Subscription pricing is not taking your annual price and dividing it by 12. It is more challenging than that and not for everyone. If you think you have ability to think about your pricing and service model differently than you have in the past, you are invited to attend this session delivered by Sage’s senior director and co-host of The Soul of Enterprise [http://thesoulofenterprise.com... [http://thesoulofenterprise.com...]] podcast, Ed Kless.

What’s inclusion got to do with it? At Plink leadership, we believe leaders build their competence by demonstrating the traits of inclusive leaders. Most leaders don’t intend to exclude others. Yet, leaders can fail to get the best out of their teams due to personal bias and the inability to adapt and listen deeper. In this session, you will gain insight into what it means to be an inclusive leader, including taking on the difference as your own and being courageous in conversation and your actions.

CAS growth has been driven by a number of best practices. We will take a closer look at the key attributes that are the foundation of building high-performing CAS practices. Using data from the CPA.com/AICPA PCPS CAS Benchmark Survey, we will examine key areas including: Drivers of CAS Growth Evolving Client Advisory Expectations CAS Metrics Staffing a CAS Practice Pricing CAS Services CAS Practice Technology Barriers to CAS Success

Robotic process automation (RPA) bots, custom apps, and digital plumbing are revolutionizing how work gets done in today’s economy. Many firms and their clients have embracing “best of breed” solutions and would like to automate the exchange of data between different business solutions using solutions like the Microsoft Power Platform (Power Automate, Power Apps, and Power BI), which already work with over 300 different platforms. While these technologies have already been adopted by many enterprises, their uses in small and mid-sized businesses are still emerging, and accounting professionals must understand the implications of their use on their internal control structure. Attend this session to learn the fundamentals of these innovative automation solutions and see how others are effectively using these solutions and watch a demonstration of an RPA being built in session.

In some ways, it feels as if we are participants in a reality show based on a never-ending tax season. This session will present as a panel of seasoned professionals discussing the highs and lows of tax season 2022 along with lessons learned, tax law changes at the federal and state level, and productivity hacks for hybrid and remote teams. The session will use polls and audience participation to tackle issues that firms of all sizes care most about. Firms will take away ideas to possibly make changes to their tax season process in 2023.

As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation and incident response remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data and how best to respond. This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals face in collecting, storing, processing and safeguarding sensitive information along with best practices used when responding to a breach. Topics will include InfoSec governance, current cybersecurity threats/risks/mitigation, third-party and supply-chain risk, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

Client Advisory Services (CAS) as a practice area is at the forefront of progressive thinking by firms on how market complexities can translate into Trusted Advisor opportunities for firms to deliver value to clients. CAS continues to be one of the fastest growing practice areas & largest growth opportunities for CPA firms. This practice area has been defined and transformed over the past 10 years and yet CAS remains largely in its infancy representing exponential opportunity for firms. At Digital CPA 2021, the 10th anniversary of DCPA, CPA.com established our first CAS Advisory Council made up of progressive CAS practice leaders from top firms to help further define and establish a “CAS 2.0” framework and pathway to help drive the transformation of the CAS practice area. Come hear from a panel of CAS thought leaders leading the charge on taking CAS to the next level – CAS 2.0.

The accountants view of Graphic Packaging's ESG Story. The role of accounting, risk, and audit in ESG

46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency. This session walks you through tax implications of common cryptocurrency-related transactions and how to successfully service clients affiliated with cryptocurrency. We will also cover current developments surrounding this topic, such as the inclusion of the virtual currency question on the front of Form 1040 and tax planning opportunities.