American Institute of CPAs
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Current State of Mergers and Acquisitions in the Profession
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Mr. Allan D. Koltin
, CPA, CGMA, CEO, Koltin Consulting Group
Stephanie Schatzel
Tags:
PST
The Business Coach
The Visionary Leader
The Audit Leader of the Future
The Proactive Realist
Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Angie Grissom
, The Rainmaker Companies, Owner, Chief Relationship Officer
Tags:
PST
The Business Coach
The Visionary Leader
The Leader of Planners
The Relationship Builder
The Audit Leader of the Future
The Legacy Builder EST
The Legacy Builder PFP
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
Tags:
PST
The Business Coach
The Visionary Leader
The Development Guru
The Audit Leader of the Future
The Accounting Law Pioneer
The Rising Star EST
The Rising Star PFP
The Legacy Builder EST
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
Tech Update 2022 | preceded by the AICPA Technology Advisory Standing Ovation Awards
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Randolph P. Johnston
, MCS, Founder, Network Management Group, Inc.
Tags:
PST
The Tech Whisperer
The Visionary Leader
Change Leadership in the 21st Century
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
David G. DeFreitas
, CPA, Group CFO (Retired), Caterpillar
Tags:
FIN
The Visionary Leader
Corporate Finance Executive
The B and I Chief Strategist
The B and I Star
The “Big Eight”: What Firms Must Have to Create Unity and Success
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Gary Thomson
, CPA, Managing Partner, Thomson Consulting, LLC
Tags:
PST
The Visionary Leader
The Development Guru
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
Remote Workforce: Computing and Compliance Challenges & Best Practices
Jun 7, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Jim C. Bourke
, CPA, CITP, CFF, CGMA, Managing Director Advisory Services, WithumSmith+Brown
Bob Fink
, CIO, Shareholder, Honkamp, P.C.
Amel Edmond
, Chief Information Officer, Withum
Joe Gutierrez
, CIO, Berkowitz, Pollack Brant Advisors + CPAs
Tags:
PST
The Business Coach
The Tech Whisperer
The Visionary Leader
The Development Guru
Driving Value from ESG Reporting (NAA, PST, FIN, EDGE)
Jun 7, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Kenneth W. Witt
, CPA, CGMA, Associate Technical Director, MA R&D, AICPA & CIMA
Lori Kaczynski
, CPA, CIA, CGMA, CRMA, SVP, Chief Audit, Risk, and Compliance Officer, Graphic Packaging International
Ami Beers
, CPA/CGMA, Senior Director - Assurance and Advisory Innovation, AICPA & CIMA
Alyssa Rade
, Chief Sustainability Officer, Sustain.Life
Susan Urish
, Partner, Innovation and Business Strategy, Urish Popeck & Co., LLC (BDO Alliance)
Tags:
NAA
PST
FIN
EDGE
ESG
The Business Coach
The Visionary Leader
The Audit Leader of the Future
-ENG Crossover
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