As part of your ENGAGE registration, the AICPA brings you direct insight into issues impacting the profession. 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 3:45 - 5:00 PM | Speaker: James Brackens, Jr., CPA, CGMA
This highly interactive, participatory session uses several examples of actual firm issues observed in peer review and ethics to reinforce a firm’s system of quality control and provide real-world examples to help participants consider their own firm’s system of quality control.
Competency-Based Renewal Requirements for AICPA Credentials 7:00 - 7:50 AM | Speakers: Jeannette Koger, CPA, CGMA, and Kristen Hughes
This session is designed to communicate changes in requirements to maintain AICPA specialty credentials and to identify the type of competency-based education that qualifies, including how to obtain qualifying education.
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.
Firm Quality Control: Ethics and Peer Review Issues 1:30 - 2:45 PM | Speaker: James Brackens, Jr., CPA, CGMA
Peer Review Update, Part 1 3:25 - 4:40 PM | Speakers: James Brackens, Jr., CPA, CGMA, and Thomas J. Parry, CPA
This session is part 1 of a two-part course that covers a broad range of peer review related topics, including new reviewer qualifications, explanation of the enhanced oversight program, and most common issues uncovered during peer review. This course fulfills Peer Review Board requirements for the general peer review update course. 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 Brackens, Jr., CPA, CGMA, and Thomas J. Parry, CPA
This session is part 2 of a two-part course that covers a broad range of peer review related topics, including new reviewer qualifications, explanation of the enhanced oversight program, and most common issues uncovered during peer review. This course fulfills Peer Review Board requirements for the general peer review update course. 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 | Speakers: Andrea Millar, CPA/PFS, and Dan Snyder, CPA
This forward-looking session will overview how services to individuals in tax compliance and planning, as well as personal financial planning, are expected to evolve in the near 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 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
More details coming soon. This session will ask you to bring your innovative ideas and contribute to the discussion to shape the accounting profession in the next 5 years.
Top Resources to Give Small Firms an Edge 4:00 - 5:50 PM | Speakers: Lisa Simpson, CPA, CGMA, and Kari Hipsak, CPA, CGMA
This session will introduce you to and provide you with top resources from the Private Companies Practice Section (PCPS) to help your small firm serve your small business clients. You’ll leave with practical resources that you can begin using immediately.
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 PM | Speaker: Kim Drumgo
This thought-provoking session will explain employee and firm social/psychological cultural capital as well as help you get exposure to the global mindset index. This information will help firm leaders understand how to incorporate diverse decision-makers at the table and ensure inclusive interaction. There will be additional focus on working with global vendors from different cultures.
ENGAGE in the Recruitment and Retention of Talent to Enhance the Future of the Profession 9:30 - 10:20 PM | Speakers: Mark Koziel, CPA, CGMA, and Rebecca Blough
During this session, we will discuss the graduation and hiring trends of the profession and other influences. Then, we will transition to discuss the AICPA’s efforts to grow the CPA pipeline—from high school through licensure. We’ll highlight opportunities where you can get involved and make an impact.
The Disruption in Financial Services: The Importance of Multicultural Marketing 1:30 - 2:45 PM | Speaker: Tariq Khan
This session will discuss how to ensure multicultural marketing for firms—one size doesn’t fit all! For marketing to be effective, it’s critical to know and target the correct audience. With a global economy, your customers may not look like who you’ve shown in your marketing. Through this session, firm marketing leads will learn about message relevancy, how to get to know and attract diverse audience segments through appropriate imagery. Finally, the session will discuss changing demographics and how firms represent themselves and how to be intentional about including all customer segments.