Elevate and Modernize Your Client Experience - presented by ShareFile (TCH)

Jun 5, 2023 7:00am ‐ Jun 5, 2023 7:50am

Today’s accounting client wants more than just their expected service from their firm– they also want an exceptional client experience to partner with that service too. Big and boutique firms alike find themselves asking, “How do I transition to a more elevated and modern client experience as clientele and competitors are becoming more digital-first?” Join us to learn how to elevate your client experience that will differentiate you from competitors and drive long-term engagements. Hear from our panelists as they share their experiences transforming the client experience, important lessons learned, and best practices.

The Evolution of Automation: SurePrep, API's and A.I. - presented by Thomson Reuters (TCH, PRA)

Jun 5, 2023 7:00am ‐ Jun 5, 2023 7:50am

Keeping up on all things Automation and AI can seem like an unsurmountable task. With the rapidly evolving landscape continuing to change and Artificial intelligence now becoming a dominant way you can transform your business, getting a grasp on what is available today in practicality is a must have. Please join Thomson Reuters to discuss how to use Automation tools, APIs, and AI technologies to continue to move the profession forward and learn more about third party applications are playing a large role in creating more efficiencies and benefits to your staff and end clients.

ENGAGE Live Morning Studio

Jun 5, 2023 7:50am ‐ Jun 5, 2023 8:00am

Join host Kimberly Ellison-Taylor online in the ENGAGE Live Studio for the first day welcome message and talks about what you can expect at the ENGAGE 2023 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes looks, and what’s happening onsite this year!! Make sure to check the ENGAGE Live Studio out to enhance your experience as a virtual attendee!

Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award

Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am

This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.

Unlocking the Magic: The Secret to Creating Teams that Flourish

Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am

As human beings, we naturally want to be around people who understand us - our dreams, our needs, our desires, our fears. When we find people who truly get us at work, we bring more of our full selves to what we do, unleash our potential, and truly thrive. This is where the magic happens! During this session, we'll explore what it means to lead your team in this powerful way. Plus, you'll walk away with some practical ideas for how to make the magic happen.

TECH Update

Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am

What are my best technology choices, and how do I keep up? Even informed accounting professionals will find multiple ideas they can apply daily. This visionary session provides insights, options, and recommendations to help you decide which technologies will affect your business and which will give you a competitive edge. Included in Tech Update are emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting recent technologies, ranging from software applications to hardware devices. You will also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.

Individual Tax Update

Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am

AICPA Update: Transforming the Global Profession

Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am

The business environment is complex and evolving more rapidly than ever. With changing demographics, revised client and talent expectations, and new technologies, we have to work differently, accelerate our adoption of technology by years and address the new risks presented. In order to position ourselves for success, we must understand prevailing environmental trends, how they impact what we do as assurance providers and advisors, and the opportunities they present.

Investing Beyond the Cycle: A Guide to the Markets | Preceded by the PFP Distinguished Service Award

Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am

In early 2023, markets remain focused on the macro environment, finding comfort in lower inflation but concerned about increased recession risks from tighter monetary and fiscal policy. The Fed has mostly maintained its hawkish messaging, but appears set to pause rate hikes in the first half of the year. For investors, it is also important to look beyond the cycle, as this year’s global reset in valuations presents a much broader menu of investment opportunities than existed a year ago. Using slides from the Guide to the Markets, Dr. David Kelly will shine some light on these issues and their investment implications.

Economic & Financial Market Update

Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am

In this session, attendees will gain valuable insights into the latest developments in the global economy and financial markets. Our expert speaker will provide an up-to-date overview of key trends and factors impacting markets and economies around the world. Attendees can expect to come away with a clear understanding of the current state of the economy and financial markets, as well as insights into potential future developments. This session is perfect for anyone looking to stay up-to-date on the latest economic and financial market trends, from seasoned investors to business leaders and professionals across all industries. Don't miss this opportunity to gain valuable insights and stay ahead of the curve!