Best Tax Ideas Panel
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
- Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
- Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
- Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director (Retired), BLS CPA
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Angie Grissom, The Rainmaker Companies, Owner, Chief Relationship Officer
Improving Firm Profitability
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- William R. Pirolli, CPA, PFS, CFF, CGMA, Executive Vice President of Firm Services, Succession Institute, LLC
The Four Most Important Words in Leadership
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Rebekah Olson, CPA, CEO, The Maryland Association of CPAs
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
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Joseph Karczewski, Managing Director, Andersen
Keynote: Professional Issues Update
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Barry C. Melancon, President and CEO, AICPA & CIMA
- Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, AICPA & CIMA
- Erik Asgeirsson, President & CEO, CPA.com
- Anoop N. Mehta, CPA, CGMA, Chief Strategist, Analytical Mechanics Associates
Tags:
ENG
The Business Coach
The Tech Whisperer
The Visionary Leader
The Development Guru
The Leader of Planners
The Emerging Partner
The Relationship Builder
The Fearless Contributor
The Audit Leader of the Future
Corporate Finance Executive
The Partner-Track Superstar
The Proactive Realist
The Accounting Law Pioneer
The B and I Chief Strategist
The B and I Star
The Rising Star EST
The Rising Star PFP
The Legacy Builder EST
The Legacy Builder PFP
The Versatile Tax Adviser PFP
The Versatile Tax Adviser EST
Income Tax Planning for Trusts
Jun 7, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Making Changes to Irrevocable Trusts
Jun 7, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Kristen E. Simmons, JD, AEP, EPLS, Member, Attorney, Simmons Freeman LLC
- Heidi C. Freeman, JD, Member, Simmons Freeman LLC
AICPA Town Hall
Jun 7, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Barry C. Melancon, President and CEO, AICPA & CIMA
- Erik Asgeirsson, President & CEO, CPA.com
- Lisa Simpson, VP - Firm Services, AICPA & CIMA
Tags:
The Business Coach
The Tech Whisperer
The Visionary Leader
The Development Guru
The Leader of Planners
The Emerging Partner
The Relationship Builder
The Fearless Contributor
The Audit Leader of the Future
Corporate Finance Executive
The Partner-Track Superstar
The Proactive Realist
The Accounting Law Pioneer
The B and I Chief Strategist
The B and I Star
The Rising Star EST
The Rising Star PFP
The Legacy Builder EST
The Legacy Builder PFP
The Versatile Tax Adviser PFP
The Versatile Tax Adviser EST