Products
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.
Speaker(s):
- Stacy Shrader, Senior Product Marketing Manager, Accounting Industry, ShareFile
- Blake Oliver, CPA, CEO, Earmark
- David Leary, Co-Founder, Earmark CPE
Tags:
TCH
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.
Speaker(s):
- Michael Renwick, Sr. Solutions Consultant, Thomson Reuters
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.
Speaker(s):
- Randolph P. Johnston, MCS, Founder, Network Management Group, Inc.
Tags:
TCH
Are you Leading with Inclusivity? (All Tracks)
Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am
Being an active inclusive leader is not always easy, but it is an important trait of leaders. We will explore the topic of leading with inclusivity and provide practical tips and steps that can be incorporated into your leadership style immediately. You will go on a journey that will deepen your knowledge on the topic and learn how embracing inclusivity can increase connection and employee engagement in the workplace.
Speaker(s):
- Ranieka Weston, PCC, SHRM-SCP, Executive Coach, pLink Leadership
Welcome to the Metaverse! (TCH, FIN)
Jun 5, 2023 11:15am ‐ Jun 5, 2023 12:05pm
This course provides a concise overview and non-technical explanation of the Metaverse. At first mention, you may think the Metaverse sounds like a fantasy world in the latest futuristic Hollywood movie. Actually, this fantasy is now reality! It's already here! The metaverse is an ecosystem of immerse digital environments and creative reality simulations where people do everything they do in real life -- only in digital space. Countless companies -- from big tech to the Big Four -- have already announced ambitious plans to contribute to this virtual world. Ultimately, the metaverse represents the natural evolution of the Internet, and the next phase of the mobile web. You’ll walk away with a foundational understanding of key Metaverse concepts and how to prepare for this new technology frontier as an accounting practitioner. You’ll also discover how this emerging virtual dimension is on course to fundamentally transform society, the global economy, the accounting profession, and even reality itself.
Speaker(s):
- Mr. Garrett J. Wasny, MA, CMC, CITP/FIBP, Director, Wasny Digital Inc.
Accountant Support: Steal These Automations
Jun 5, 2023 1:30pm ‐ Jun 5, 2023 2:45pm
Hey, do you like saving time and money, but hate doing actual work? Then you’re going to _love_ this presentation. We're sharing 10 super-detailed automations that will make your accounting practice run smoother than a slip 'n slide on a Slip 'n Slide. And the best part? You get to steal all of them! That's right, just take 'em and run, like a thief in the night. We won't tell anyone, we promise. Have something you want automated? Tell us during the Q&A and we'll discuss on-the-spot. We've got everything from data entry bots to AI that can handle your tax prep (just kidding). You can sit back, relax, and let the machines do the heavy lifting. So if you're ready to say goodbye to the drudgery of accounting and hello to a life of leisure, come on down and steal some automations. We promise this’ll be more fun than a clown car full of puppies*. _*Not true. That would be way cooler. _ _ _
Speaker(s):
- Chad Davis, CPA, MBA, Co-Founder, LiveCA LLP
- Jason Staats, CPA, MBA, Founder and Content Creator, Realize
Tags:
TCH
The Cyber Attack Scouting Report: Trends in Breaches and Cybersecurity
Jun 5, 2023 1:30pm ‐ Jun 5, 2023 2:45pm
What are the cyber attackers targeting today and what does their playbook look like? This session will explore what bad actors are up to and what is and isn't working to stop them. Specific areas to be covered include: * Highlights of popular cybersecurity and breach trend reports such as: * Verizon's Data Breach Investigations Report * The NSA Cybersecurity Year in Review * IBM's Cost of Data Breach * The Office of the Comptroller of the Currency Cybersecurity and Financial System Resilience Report * Why Business Email Compromise (BEC) attacks continue to be a top revenue generator for the attackers. * How user activity monitoring is an essential element of network defense. * Tabletop exercises: * Developing a roadmap for exercise improvement from year to year (even if you haven't done one yet...) * Adding realism to tabletop exercises and bring them to life! * What does the current threat landscape look like, and what is evolving as a result? * Leveraging the MITRE ATT&CK Matrices
Speaker(s):
- Jeffrey T. Lemmermann, CPA, CITP, CISA, CEH, Sr. Information Assurance Consultant, SynerComm, Inc.
Tags:
TCH
Women in Finance - Our Seat at the Table (All Tracks)
Jun 5, 2023 1:30pm ‐ Jun 5, 2023 2:45pm
Women have fought long and hard for a seat at the table in finance – are we there? If not, how can we get there? What can you do in your career to get your seat at the table? Join us to hear the stories of three accomplished women in finance, and their thoughts on where we are with women in our profession. Men, please join as well, as male advocates and perspective are very important!
Speaker(s):
- Jennifer Horton, CPA, VP, Internal Audit at Designer Brands, Designer Brands
- Ms Nicole Long, Chief Financial Officer, Agnes Scott College
- Jennifer R. Reilly, CPA, CGMA, CFO - Technology & Digital Organization, Honeywell
Moderator(s):
- Kristine Lemanski, CPA, CGMA, CMA, CFO, AssuredPartners Aerospace
Managing the Audit of the Future Now
Jun 5, 2023 1:30pm ‐ Jun 5, 2023 2:45pm
Wondering when the “audit of the future” that we’ve all heard so much about over the years will become a reality? According to firm leaders across the country, it’s already happening. While many of these firms used to approach an audit by using the previous year’s audit files as a template, they’re now coming at it from a completely different perspective. They’re fully re-engineering the audit to meet higher client and regulatory standards while achieving new levels of efficiency and delivering a lot more value along the way. Join this discussion to learn about the four key drivers of audit transformation – technology, methodology, standards and skills – and how firms are managing this change within their organizations.
Speaker(s):
- Jim C. Bourke, CPA, CITP, CFF, CGMA, Managing Director Advisory Services, WithumSmith+Brown
- Ericka H. Racca, CPA, CIA, Director, Audit Professional Services, CPA.com
- Karl Busch, Senior Director - Product Management - Dynamic Audit Solution, AICPA & CIMA
How to Deliver Proactive Business Insights with Bill Pay and Spend Management Technology
Jun 5, 2023 3:00pm ‐ Jun 5, 2023 4:15pm
To deliver the proactive business insights your clients need and want, you must leverage the right technologies to automate processes, allowing your staff the opportunity to deliver real-time analytics and insights of your clients’ overall financial health. During this session you’ll hear from profession experts on the three approaches to an advisory practice, including how they’re leveraging bill pay and spend management technology to gain efficiencies, achieve higher margins, and deliver deeper business insights to clients. Our panelists will share best practices, lessons learned and what’s next for firms looking to take their CAS practice to the next level.
Moderator(s):
- Vishal Thakkar, Director, Alliances, CPA.com
- Eric Cohen, CPA, Managing Director, Hiline
Speaker(s):
- Megan Bronson, CPA, Advisory Partner, Squire & Company, PC
- Logan Nichol, Director of Product Management, BILL
- Dan Luthi, Partner, Ignite Spot Accounting Services