Sessions | ENGAGE 2020

Sunday, June 9 2019

6/9 6:00PM7:30PM

Welcome Reception

Monday, June 10 2019

6/10 7:00AM7:50AM

PFP19ER02. Alternative Fee Structures

Matthew Jackson - Principal, Dialektic

In this session, we will build on the session from last year, where we examined an approach to improving the link between fees and value. The approach to pricing innovation depends on the target client segment. Advisers looking to target non-traditional clients (e.g. younger clients, clients who wish to manage their own assets) must innovate on the price metric. Advisers who wish to remain focused on traditional HNW clients have to work harder to define and regulate the value they deliver to clients of different sizes. In this session, we will summarize our latest thinking on these two approaches, including a summary of the key points that advisers must consider when undertaking innovations of this kind. Learning Objectives:
1) Understand the options open to advisers who want to take an innovative approach to linking fees and value
2) Learn the key considerations involved in each alternative pricing strategy

6/10 9:00AM12:00PM

ENG19101. Best Practices in Firm Management: People, Processes, Clients and Finance (PST, FMA)

Ann White - Regional Human Resources Manager, BDO USA LLP
Roman H. Kepczyk - Director of Firm Technology Strategy, Right Networks
Bill Pirolli - Partner, DiSanto Priest & Co

Join us for this deep dive pre-conference session into the three pillars of Firm Management; People, Processes, and Clients. This session will include presentations from firm practice management leaders as well as round table discussions with your peers. Bring your firm’s challenges and opportunities to share with the group. PEOPLE: Ann White will discuss current trends in recruitment, retention and training of staff as our profession faces increasing people challenges. Ann will lay out the business case reiterating the need to foster a strong culture and for creating a dynamic learning environment that leads to increased client satisfaction and firm profitability! You won’t want to miss the best practice exchange and lessons learned. PROCESSES: Roman Kepczyk will discuss the latest trends in tax, assurance and administrative production optimization within today’s Digital CPA firm along with the corresponding IT applications and hardware recommendations. Roman will back these recommendations with the findings from the 2019 CPAFMA Digitally Driven Firm Benchmark Survey highlighting the technologies and tends being utilized in medium and larger CPA firms as well as possible disrupters. CLIENTS: Bill Pirolli will discuss all aspects of client engagement, including the selection process, evolution of the client service model, creating industry and service verticals, handilng billing and collections, and knowing when it is time to let clients go. Learning objectives: 1) Learn best practices in Firm Management 2) Discover how you can create a future ready profitable firm

6/10 1:30PM2:45PM

ENG19K01. The Fat Tail: The Power of Political Knowledge for Strategic Investing

Ian Bremmer - President & Founder, Eurasia Group and GZERO Media

The fallout from the still-unfolding global financial crisis provides several perfect examples of "fat tail" risk, those that flow from the low-probability, high-impact events that generate upheaval more often than we think. Bremmer shares with audiences how an understanding of the political dynamics generated by the financial crisis helps us forecast market risks, why politics matter more than ever for market performance, why the world's wealthiest countries have begun to behave like emerging market states, and what all this means for investors and companies.

At this presentation audiences will learn:
1) The risks that flow from low-probability, high-impact the global financial crisis
2) Why politics matter more for the performance of markets and for issues ranging from defaults to nationalization to regulatory reforms
3) Why developed states are behaving more like emerging markets
4) The shift from New York, Shanghai, and Mumbai to Washington, Beijing, and Delhi—and the risks that this trend creates

6/10 3:45PM4:35PM

PFP1911. How to Motivate and Retain Talent

Philip Palaveev - CEO, The Ensemble Practice LLC

Advisory firms are most of all teams of people - people whose motivation and performance determines the success of any strategy. This session will explore what motivates professionals and what are the managerial, cultural and financial tools that a firm can use to create better motivation and retention amongst its professionals. 1) Discuss what motivates professionals 2) Determine what motivational tools are available and practical Examine the role of bonuses and incentives in creating motivation 3) Look into the relationship between career development and retention

6/10 4:50PM6:05PM

PST19104. Stacking the Deck for a Successful CAS Practice

Dixie McCurley - Co-founder & President, Trusted CFO Solutions
Janeen Stodulski - Partner - CAS Leader, MNP LLP

The accounting profession is refocusing on accounting services and redefining their offering. Today CAS stands for client accounting advisory services, and employs a tech stack that creates scalability, and a level playing field for firms of all sizes offering high value advisory engagements. Join this session to gain ideas to deliver future ready client accounting advisory services. Learning objectives: 1) Introduction to what it takes to effectively tool CAS 2) Discover key decision factors you need to focus on 3) Hear why cloud technology is foundational to today’s services

Tuesday, June 11 2019

6/11 7:00AM7:50AM

FMA19ER02. Changes in How Learning is Done

JoAnn C. Labbie - Team Development Strategist , CLO

Learning is a vital part of developing, retaining and growing our firms. We will discuss how the changes around us are impacting how we learn and discuss ways to adapt. We will feature firms’ successes in this area.

Learning Objectives:
1) Review the science behind how we learn
2) Discuss the impact of technology changes Identify ways to become a self-directed learner Describe best practices of learning

6/11 8:00AM9:15AM

EDG1901. Freedom to Fail

Kristen Rampe - Owner, Kristen Rampe Consulting

Would you believe that some professionals feel that if they make mistakes, it’ll be held against them? You probably do. Have you thought about what effect that has on the functioning of your team and your organization as a whole?

In this session, we explore the concept of failure and research behind the traits that contribute to the highest levels of team effectiveness. You'll walk away with ideas on how you can measure and create an environment that fosters peak team performance and healthy communication.

Learning Objectives:
1) Explore the concept of failure and how our current failure assumptions can reduce success.
2) Learn the key traits in team effectiveness.
3) Understand how to measure and build psychological safety, creating a Freedom to Fail environment.

6/11 9:30AM10:20AM

EDG1902. Lose the excuses, reach the results!

Kelly Ward - CPA, Robinson & Ward,PC

Do you ever find that you've lost sight of your goals? Maybe what you really want just seems so far out of reach? Does your to-do list seem way too overwhelming? It is easy for us to put off today what we can get done tomorrow, but if we just took those next little steps along the way, how much closer could we be to our goals or accomplishing those big projects. This session helps you learn to get past the excuses and learn to turn goals and projects into more manageable tasks. From eating the frog to brain dumping, we will discuss ways to guide you to achieving more.

Learning objectives:
1) Learning tools to turn goals or projects into more manageable tasks and
2) Discussing ways to guide you to achieving more.

6/11 11:20AM12:10PM

ENG1909. Uncovering Unconscious Bias (EDG, PST, AAM)

Lindsay Stevenson - Vice President - Finance, 1st Financial Bank USA
Rebekah Brown - Director of Development, MACPA/BLI

Is unconscious bias hindering you, your team or your organization? Unconscious bias is bias that happens automatically. It is triggered by our brain making quick judgments and assessments of people and situations based on our background, cultural environment and personal experiences. Have you ever arrived home from work and don’t remember the drive at all? Or perhaps you moved, but drove to the old house on your way home. Once neural pathways are formed, like your daily commute, they become almost automatic. We don’t spend time thinking about each turn on the way home, our body just does it. While this can be helpful for remembering your route home, it can be detrimental in other areas of our lives. In this session we will explore these biases, how they might be hurting, us, our team and our organization and what we can do to create new neural pathways and combat unconscious bias. Learning Objectives: 1) Define unconscious bias Identify the unconscious biases that might be driving you 2) Create an action plan to combat the unconscious biases in you, your team and your organization

6/11 1:25PM2:40PM

EDG1904. Leadership: What’s Love Got to Do with It?

Donna Salter - Faculty, Intend2Lead

When love is nonexistent (compassion, forgiveness, commitment, inclusiveness, understanding), leadership generally fails. True leadership not only requires love, it IS love. Yet amazingly, love is rarely described as a leadership competency. Your future, and the future of the accounting profession, depends on our capacity to authentically model this behavior. Embrace your natural leadership skills and love for what you do, your passion, the people and organization you lead, by joining this interactive session as we explore this vital competency.

Learning Objectives:
1) Live facilitation with group discussion, instructor-posed questions with time for participant reflection, and interactive exercises.

6/11 3:40PM4:30PM

EDG1906. Thanks for the Feedback – Lessons in Giving and Receiving Feedback

Rebekah Brown - Director of Development, MACPA/BLI

Whether we realize it or not, we are constantly both giving and receiving feedback. We know that feedback is essential to our personal development, but we so often dread and even dismiss it. Feedback can be ill timed, unfair and downright mean, but that doesn’t have to dictate our ability to use it for our own growth. Using lessons from the best-selling book, “Thanks for the Feedback” by Douglas Stone and Shelia Heen, learn the three types of feedback, the barriers to receiving good feedback and how we can be empowered to seek feedback for our own growth.

Learning Objectives:
1) Identify the three types of feedback and the degree to which you need each one
2) Recognize the barriers and blind spots that can get in the way of receiving feedback well
3) Create an action plan for getting the feedback you need

6/11 4:45PM6:00PM

EDG1908. Introduction to Well-Being

Rachael Smith - CPA, White Lodging

Well-being goes beyond happiness, engagement and physical wellness. Well-being makes up who we are and is our foundation for flourishing. Attend this session to be introduced to Martin Seligman’s Well-being theory and "PERMA” model. Learn how to measure your own well-being and discover its effects on your personal and professional life. You will not only learn strategies to increase your well-being, but you will also learn how to help those around you do the same.

Learning Objectives:
1) Participants will be exposed to an introduction to positivity psychology
2) Participants will learn the “PERMA” model to assess their own well-being
3) Participants will learn strategies to improve their own well-being and those around them.

6/11 6:00PM7:00PM

Reception in Exhibit Hall

6/11 7:30PM10:30PM

ENGAGE @ Topgolf

Wednesday, June 12 2019

6/12 7:00AM7:50AM

ENG19SSK01. BONUS KEYNOTE: Scoring Big in Business - presented by Chase Ink

John Elway - Denver Broncos , General Manager and President of Football Operations

John Elway, Hall of Fame quarterback, General Manager and President of Football Operations for the Denver Broncos and entrepreneur, discusses how managing a football team is similar to running a business – and the secret to succeeding at both.

Learning Objectives:
1. Understanding the “mission critical” role CPAs and Accounting Professionals play in helping business owners make decisions that help their business
2. Tips on leadership, how to build the best team, ways to be more productive, stay inspired and grow your business

6/12 8:00AM9:15AM

ENG19K02. Reimagine

Barry Melancon - President and CEO, American Institute of CPAs CEO, Association of International Certified Professional Accountants , Association of International Certified Professional Accountants
William Reeb - CEO, Succession Institute,LLC

The digital era has brought about a blistering pace of change that’s only getting faster. It’s rapidly resetting consumer expectations and challenging organizations to disrupt themselves to remain relevant. And it’s bringing enormous opportunity for the accounting profession. To lead our clients and employers through these increasingly volatile times, we must open ourselves to new possibilities – reimagining the services and skills we offer to keep the profession vital and relevant well into the future.

You’ll learn:

1) The latest trends reshaping the accounting profession
2) How technology can enable us to enhance quality in existing service areas, and provide opportunity in new service areas our clients and businesses increasingly demand
3) How to evolve our skillsets to remain trusted advisors in an increasingly digital world

6/12 9:40AM10:30AM

ENG19K03. Leading Through Organizational Transformation — A Conversation With Simon Sinek

Simon Sinek - Optimist & Author
6/12 11:30AM12:45PM

EDG1911. Leading Leaders

You're now in a position where you find yourself leading other leaders - both well-established and up & coming leaders. What new skills do you need? What techniques do you now need to employ? How can you overcome the initial fear and wonder of 'am I good enough to lead this group?' (completely normal feeling, by the way) Leadership is a journey, and being the leader of an immensely talented group can feel daunting. We'll talk about how important the timing of your actions are, how the style in which you lead this group will significantly impact its performance, and how vulnerability and honesty enable the group to put their faith and trust in you. There will be ample time to share stories of success and learning along each of our journeys. After all, if we are aspiring to be leaders, we will eventually find ourselves in the position of leading others just like us. Learning Objectives: 1) The five primary leadership styles and how often to use each one 2) Skills and techniques to use to lead other leaders

6/12 1:55PM2:45PM

EDG1912. How to Identify and Successfully Work With Different Personality Traits

Are you interested in learning how to more effectively utilize the personality traits inherent in those you work for and those who are working for you? This course is designed to address six common personality traits; three that are typically viewed as negative and three that are typically viewed as positive. You will be provided with guidance on how to identify and best work with those traits. Learning Objectives: 1) Gain awareness of the benefits and pitfalls of six different personality traits. 2) Learn how best to work with those personality traits in those you work for and those who are working for you.

6/12 3:00PM3:50PM

EDG1914. High-Trust = High-Performance

When our firms build a significant culture of trust, this leads to powerful performance and reduces friction and promotes cooperative behavior. Learn how to manage the eight “Oxytocin” building blocks of organizational trust which will lead to an increase release of Oxytocin. By building a culture of trust we reduce team friction and create an easier work environment. Firms that build a high culture of trust will see teams more engaged, more productive, and higher team member retention. Learning Objectives: 1) Educate future team leaders and profession visionaries on the 8 components of a strong culture of trust. 2) Demonstrate through hands on activity the use of the 8 components to initiate a strong clear vision of trust from top down and bottom up.

6/12 3:50PM4:50PM

Ask the Experts Networking & Exhibit Hall Break

6/12 4:50PM6:05PM

EDG1915. Listening! The Key to being a Better Boss, Employee, and Mentor

Do you ever find yourself in a conversation where you missed important details because you were focusing on what you were going to say next? If so, you might need to enhance your listening skills! This interactive EDGE session will focus on the keys to great listening and how to build those skills to be a better boss, employee, and mentor. Learning Objectives: 1) Understanding listening as a communication tool 2) Understanding passive versus active listening Learning Objective - application of active listening.

Thursday, June 13 2019

6/13 8:00AM9:15AM

ENG19K04. Stress-Testing America's Prosperity

Zanny Minton Beddoes - Editor-In-Chief, The Economist

For years, America's economy has led the rest of the developed world, but will the U.S. remain the global dynamo or is the country’s ongoing recovery built on an unsustainable pile of debt? Minton Beddoes examines the economic outlook from American and global perspectives, offering up-to-the-minute insight on policy-makers' priorities and expertise on the likely direction of issues, ranging from job creation to the deficit's effect on global interest rates to potential financial regulation.

6/13 9:30AM10:45AM

EDG1917. Lovin’ You: The Raw Truth About Fear and Self-Trust

Lindsay Stevenson - Vice President - Finance, 1st Financial Bank USA

We often give too much credence to “fear” messages in our daily lives. From an early age we are conditioned to believe that fear keeps us safe from harm. While this may be true in some instances, it often keeps us from achieving our highest potential! Leveraging Brene Brown’s ground-breaking research, we will explore the elements of trust and apply them to viewpoints of ourselves. Join us in discovering how to dissolve self-limiting beliefs and allow yourself to flourish!

Learning Objectives:
1) Uncover the fears holding us back from achieving our highest potential
2) Discover how Brene Brown's elements of trust can be applied to learning to trust yourself; and
3) Learn strategies to create a trusting self-relationship that dissolves self-limiting beliefs and allows each of us to flourish.

6/13 11:15AM12:05PM

EDG1919. Naked Organizations

Brian Kush - Principal, Intend2Lead

Don’t worry; you can keep your clothes on for this. Please do!! In addition to your clothes, you’ll leave with a better understanding of what naked leadership truly is, and why we need it now, more than ever. Brian will also explore some specific practices you can bring back to your organization to create a more naked workplace where connection, collaboration and innovation thrive. What goes on at naked organizations? Come find out!

Learning Objectives:
1.) Define naked leadership
2.) List three practices your organization can start to become a more naked place where connection and innovation thrive

6/13 1:15PM2:30PM

ENG1931. Are You Running Your Business or is it Running You? (EDG, PST)

Tom Hood - CEO, Maryland Association of CPAs

In today's fast-paced environment, everybody is looking for that competitive edge. This session will give you that edge by using tools and techniques from EOS to help you evaluate how you are doing in six key areas and learn how to delegate and elevate your work and get maximum team performance. A recognized speaker, Tom’s interactive style and real-world insight makes this a must-see event for growth-oriented entrepreneurs everywhere. Attendees will walk away focused, clear on priorities and issues, healthier as a leadership team, and using tools that help them gain more traction. Don’t let the company run you – get a grip on your business. Learning Objectives: 1) Identify the tools needed to master to become strong in the six key components of their business — vision, people, data, issues, processes, and traction. 2) Determine the first steps needed to complete in order to become strong in each of these key components.

6/13 2:45PM4:00PM

EDG1922. Unleash Your Peak Performance Potential

Sarah Elliott - Principal and Co-Founder, Intend2Lead LLC

To act more boldly as a leader, you must increase your capacity to bring energy and full engagement to the things you value most. We will explore how well-being and mindfulness contribute to your overall performance and leadership of others. Once you learn how to access your peak performance levels, you will be unstoppable!

Learning Objectives:
1) Explore how well-being and mindfulness contribute to your overall performance.
2) Explore how well-being and mindfulness contribute to your leadership of others.
3) Create a personal plan to access your peak performance.

6/13 4:15PM5:05PM

EDG1924. Be More than a Machine: Why Emotional Intelligence Matters

Kari Hipsak - Senior Manager - Firm Services, Association of International Certified Professional Accountants

Technology is everywhere. You're constantly hearing about how automation will make accounting tasks more efficient, but that doesn't mean your role will be replaced by a robot. The human mind is just as important! Let's talk about key areas of emotional intelligence and the impact they have in the time of machines.

Learning Objectives:
1) Acknowledge and assess the impact of machines in our careers.
2) Dive into emotional intelligence: What it is and how we can use it to set us apart in the age of the machines.