American Institute of CPAs

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Ms. Jeannine K Brown, Chief Executive Officer, Everyday Lead
Kassi B. Rushing, APR, Vice President, Organizational Strategy & Employee Experience, Blue Hen
Ruth O. Reitmeier, PCC, Director of Coaching, Rice University Jones Graduate School of Business

Tags: PFP NAA EST TAX PST FIN EDGE DEI The Visionary Leader The Development Guru -ENG Crossover

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Guylaine Saint Juste, President & CEO, NABA
Okorie L. Ramsey, Chair, AICPA & the Association
Thalia Smith, Partner, Deloitte & Touche LLP

Tags: PFP NAA EST TAX PST FIN EDGE DEI The Business Coach The Development Guru The Leader of Planners The Relationship Builder The Audit Leader of the Future The Proactive Realist The Accounting Law Pioneer The Legacy Builder EST The Legacy Builder PFP -ENG Crossover

Quality Management (NAA, PST)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Ahava Goldman, CPA, CGMA, Associate Director, AICPA & CIMA
Sara Lord, CPA, Chief Auditor, RSM US LLP

Tags: NAA PST EA -ENG Crossover

Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Dien Yuen, JD/LLM, CAP, AEP, Executive Director, Center for Philanthropy & Social Impact, The American College of Financial Services

Tags: PFP EST TAX CFP The Leader of Planners -ENG Crossover

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank
Natalie Perry, CPA (registered), Partner, Harrison LLP
Paige Goepfert, CPA, MST, CSEP, Managing Director, Andersen

Tags: PFP EST TAX EA The Relationship Builder The Legacy Builder PFP -ENG Crossover

An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Evan Rhodes, MBA, Director, Client Services, P3 Adaptive
Justin Mannhardt, MCSE, Solution Architect, P3 Adaptive

Tags: NAA PST FIN CFP -ENG Crossover

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director (Retired), BLS CPA
Mrs. Karly A. Laughlin, CPA, Director, Belfint, Lyons & Shuman, P.A.

Tags: PFP EST TAX CFP EA -ENG Crossover

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Credits: None available.

Type: Session

Speakers:

Lindsay Stevenson, Chief Transformation Officer, BPM LLP
Trisha Nomura, Owner, Ascend Consulting LLC
Lexy Kessler, CPA, CGMA, Partner, Aprio, LLP
Ms. Priscilla Bullock, CPA, Partner, PwC
Anna Mok, CPA, President & CEO, Ascend

Tags: PFP NAA EST TAX PST FIN EDGE DEI The Tech Whisperer Corporate Finance Executive The B and I Chief Strategist The B and I Star -ENG Crossover