As part of your ENGAGE registration, the AICPA brings you direct insight into issues impacting the profession. This track is a unique experience where the attendee continues the conversation, helping to enrich your profession.
With topics curated by AICPA senior staff and moderated by thought-leaders and AICPA staff, the attendee helps to set the stage for interactive discussions. Expand the conversation with topics such as innovation in your workplace, peer review, or leadership development. Sessions are included as part of your multi-day conference pass or online 7-session pack.
Firm Quality Control: Ethics & Peer Review Issues
3:45 - 5:00 PM | Speaker: James W. Brackens, Jr., CPA, CGMA
Performing high quality audit engagements starts with a strong system of quality control. Learn about common quality control issues identified by the AICPA Peer Review and Ethics teams as well as the steps you can take to avoid them.
Competency-Based Renewal Requirements for AICPA Credentials 7:00 - 7:50 AM | Speakers: Jimmy Williams, CPA/PFS, CFP, and Kristen Hughes
New renewal requirements for AICPA credentials went into effect January 1, 2017. This session will provide an overview of these new requirements and the expanded opportunities for credential holders to develop the professional competencies necessary to support continued success in their specialized area of practice.
The Uniform CPA Examination: What You Need to Know 10:40 - 11:55 AM | Speaker: Richard Gallagher, CPA
This session will provide background on the Uniform CPA Examination including its purpose, structure, and the content that is eligible for testing. It will provide insight into the knowledge and skills required of newly licensed CPAs, recent changes to the Examination that were implemented on April 1, 2017, as well as how candidates can prepare for the Exam. Finally, the session will cover further changes to the CPA Exam that will be implemented in 2018 and how you might assist in development of the Exam.
Consolidation & VIE Practice Issues: A Special Presentation by the CPEA 1:15 - 2:30 PM | Speaker: Thomas J. Groskopf, CPA, CVA, MBA
The Center for Plain English Accounting (CPEA) addresses one of the most complicated areas of GAAP—consolidating variable interest entities (VIEs). Join the CPEA staff as they discuss the accounting guidance for VIE consolidation, cover key practice issues, and provide insights on applying the VIE literature to situations commonly found at private companies.
Getting Started With Innovation
3:30 - 4:45 PM | Speakers: Mark Brooks and Erin McCormack, MBA
This interactive, hands-on session provides an introduction into innovation that is applicable for all firm types and sizes. You’ll be able to identify why innovation is important and practice techniques to generate and implement new ideas that you can immediately implement once you return back to the office.
Panel: Driving Innovation Through Inclusion in the Accounting Profession
10:50 AM- 12:05 PM | Moderator: Kimberly Ellison-Taylor, CPA, CGMA
Panel Members: Jeff Chin, CPA, and Jina Etienne, CPA, CGMA
AICPA Chairman Kimberly Ellison Taylor will lead a discussion with leaders of NABA (National Association Black Accountants), ALPFA (Association of Latino Professional for America), and Ascend—a pan-Asian organization dedicated to the progress of Asian Americans in the accounting profession. Each leader will provide insight concerning how their membership organizations increase innovation in entities. Their members and their resources can make the difference between your entity and your competitors.
Firm Quality Control: Ethics and Peer Review Issues
1:30 - 2:45 PM | Speaker: James W. Brackens, Jr., CPA, CGMA
Peer Review Update, Part 1
3:25 - 4:40 PM | Speakers: James W. Brackens, Jr., CPA, CGMA, and Thomas J. Parry, CPA
This session is part 1 of a two-part session series. These sessions, which qualify for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources, and other related developments. Peer review is undergoing significant change as a result of several key initiatives and it is imperative team and review captains stay current. Both parts, which run back-to-back, must be completed to fulfill the requirement.
Peer Review Update, Part 2
4:55 - 5:45 PM | Speakers: James W. Brackens, Jr., CPA, CGMA, and Thomas J. Parry, CPA
This session is part 2 of a two-part session series. These sessions, which qualify for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources, and other related developments. Peer review is undergoing significant change as a result of several key initiatives and it is imperative team and review captains stay current. Both parts, which run back-to-back, must be completed to fulfill the requirement.
The Future of Services to Individuals 10:50 - 11:40 AM | Speaker: Lyle Benson, CPA/PFS and Andrea Millar, CPA/PFS
This forward-looking session will overview how services to individuals in tax compliance and tax planning, as well as personal financial planning, are expected to evolve in the near future. Understanding key trends in demographics, technology, regulations, evolving consumer needs, and offerings by other service providers will be crucial for CPAs and CPA firm decision makers. Attend this session to gather ideas on how to position your firm for success in the future.
Washington Tax Brief 1:00 - 1:50 PM | Speakers: Melissa Labant, J.D., CPA/PFS, CFP®, CGMA and Jonathan Horn, CPA, CGMA
This high-energy session will overview major and anticipated tax law changes and help illuminate the key activities that the AICPA is pursuing to advocate for our profession. A Q&A session will ensure that your pressing tax policy concerns are discussed.
IdeaAcct: Ideas to Create the Future of Accounting 2:05 - 3:20 PM | Facilitators: Mark Brooks and Erin McCormack, MBA
Session attendees will hear from their peers and leave excited about creating the future of our profession. Each 10 minute talk will present inspiring, thought-provoking, and actionable ideas to help you grow yourself, your team, and your profession. Selected speakers and their topics will be announced the week of May 15, 2017.
Top Resources to Give Small Firms an Edge 4:00 - 4:50 PM | Speakers: Lisa Simpson, CPA, CGMA, and Kari Hipsak, CPA, CGMA
Small CPA firms play an important role in the success of businesses of all sizes. The AICPA and its Private Companies Practice Section (PCPS) offer resources firms can use to better communicate their value to clients and to help businesses succeed. Learn about some of the resources designed to make your role as a small firm practitioner easier!
Practitioners as Influencers in Higher Education: How You Can Engage5:05 - 5:55 PM | Speakers: Yvonne Hinson and Steve Matzke
Research shows that faculty are highly influential in driving students to pursue the CPA. In this session, participants will be exposed to the various pathways for making a transition to a career in academia. Whether one seeks to be an adjunct faculty member, or to pursue a doctorate, this session will provide practical advice and guidance for the journey ahead.
Washington Tax Brief
7:00 - 7:50 AM | Speakers: Melissa Labant, J.D., CPA/PFS, CFP®, CGMA and Jonathan Horn, CPA, CGMA
Developing a Global Mindset
8:00 - 9:15 AM | Speaker: Kim Drumgo
The speed at which we need to absorb and process all of the information we need to make daily leadership decisions without the interference of habit or unconscious bias is quickly diminishing. Not because we are getting older but rather because the amount of information thrown at us in any given minute is growing increasingly greater and greater thanks to technology. Add the element changing demographics in the United States and the growth of global organizations, some may want to give up. Developing a global mindset will help you strengthen the skills to balance your knowledge of business, country, and functional interest. This session offers information on the skills and resources available to help professionals build the cultural dexterity they need to succeed in any global setting.
ENGAGE in the Recruitment of Talent to Enhance the Future of the Profession
9:30 - 10:20 AM | Speakers: Kari Hipsak, CPA, CGMA, and Rebecca Blough
During this session, we will discuss the graduation, hiring, and licensure trends in the CPA profession. Then, we will transition to discuss the Association’s efforts to grow the CPA pipeline—from high school through licensure. We’ll highlight resources and opportunities where you can get involved and make an impact.
Panel: Driving Innovation Through Inclusion in the Accounting Profession
10:50 AM- 12:05 PM | Moderator: Kim Drumgo
Panel Members: Jina Etienne, CPA, CGMA, and Tariq Khan
AICPA Director of Diversity and Inclusion Kim Drumgo will lead a discussion with leaders of NABA (National Association Black Accountants), ALPFA (Association of Latino Professional for America), and Ascend—a pan-Asian organization dedicated to the progress of Asian Americans in the accounting profession. Each leader will provide insight concerning how their membership organizations increase innovation in entities. Their members and their resources can make the difference between your entity and your competitors.
The Disruption in Financial Services: The Importance of Multicultural Marketing 1:30 - 2:45 PM | Speaker: Tariq Khan
This session will address the changing trends and the expected disruption in the financial services industry. Attendees will learn about the demographic shifts and psychographic changes that could impact their practice in the near future. Participants will learn and analyze the power of changing new diverse customers who are multicultural, women, millennial and demand new rules of engagement. There is a great disconnect that exists between our businesses and customers and the session will address the upcoming challenges and possible solution to develop and grow sustainable financial and accounting practices.
Are you a visionary accounting professional who has bold, inspiring, thought provoking and actionable ideas about the future of the profession? The profession needs to hear from you!
Share your thoughts about trends affecting the profession over the next 10 years.
Topics may include:
We will select 5 speakers to give a 10-min-talk in the IdeaAcct session at ENGAGE.
If you think you have an actionable insight that is worth spreading, submit your speaker application form below. Act now! Speaker applications are due by May 1st.
You should include: