Sessions | AICPA ENGAGE 2019

Monday, June 10 2019

6/10 8:00AM12:00PM

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

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 lead 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 from the selection process, evolution of the client service model, creating industry and service verticals, billing and collections and 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 8:00AM12:00PM

PST19101. Blockchain

Amanda Wilkie - Consultant, Boomer Consulting,Inc
Jagruti Solanki

Just when you think the hype of blockchain and cryptos can't get any further inflated, you come across another article speculating the technology's disruption of EVERYTHING. The truth of the matter is, the disruption already started in many industries leaving many CPAs unprepared to consult and educate their clients. This interactive workshop will build upon your foundational knowledge of blockchain technology with exercises designed to illustrate why blockchain is so incredibly impactful and how your firm can prepare for, while keeping your client ahead of, blockchain's wave of disruption.

Learning objectives:
1) Understand how blockchain supports the tokenization and digital assets
2) Explore industries already leveraging blockchain and cryptoassets to improve accountability and transparency
3) Conceptualize how your clients will be impacted and how to prepare them
4) Learn key considerations and best practices for firms working with blockchain and cryptoasset clients

6/10 8:00AM12:00PM

PST19102. How to Build a Cybersecurity Advisory Practice

Jim Bourke - Partner, WithumSmith+Brown
Steven Ursillo - Partner, Cherry Bekaert, LLP

In this session, the attendee will learn how to monetize their practice from a cybersecurity perspective. The presenters will share best practices in this space, including how to identify and offer cyber advisory and attest services. Both presenters have years of experience in this space, providing these types of services to their clients.

Learning objectives:
1) Obtain knowledge on how to monetize cybersecurity services in the CPA firm
2) Obtain best practices on selecting which cybersecurity services to offer

6/10 1:30PM2:45PM

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

Ian Bremmer - President & Founder, Eurasia Group

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 events...like 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 4:50PM6:05PM

PST19103. PCPS Roundtables

Carl Peterson - VP - Small Firms, Association of International Certified Professional Accountants
Lisa Simpson - Associate Director, Firm Services, Association of International Certified Professional Accountants
Cari Weston - Director,Tax Practice & Ethics-Tax Section, Association of International Certified Professional Accountants

For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms. Develop your own network of public accounting colleagues, who are ready to offer professional support and advice.

Upon completing this session, you will:
• Have a better understanding of practice management issues firms are facing and will have suggestions on how to tackle some of those issues

6/10 4:50PM6:05PM

PST19104. Stacking the Deck for a Successful CAS Practice

Samantha Mansfield - Director of Professional Development & Community, CPA.com
Dixie McCurley - Co-founder & President, Trusted CFO Solutions
Janeen Stodulski - Client Service Director, Grant Thornton 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

PST19ER01. Technology Impacting Firms Today Town Hall

Steven Ursillo - Partner, Cherry Bekaert, LLP
Amy Vetter - CEO, The B3 Method Institute (QuickStart Training)
Brian Thomas - Partner, Weaver
David Kovar - Management Consulting Leader, Abaci LLC
Thomas Patterson - Senior Director, NTT Data Services, Inc.

Our panel of technology experts will discuss and answer your questions about the impact of technology on firms today.

Topics for discussion include: Secure Document Sharing Apps, Remote Collaboration Apps, Document Scanning & File Management Apps, Multi-Factor Authentication, VPN apps and Hardware Security Module (HSM) enabled devices, Secure cloud hosting of office management systems, Digital Assistants - Technologies that Firms and CPA Professionals Need to Understand, Data Analytics Tools, Open Source Hyper-ledger Fabric Blockchain Tools, Security Incident and Event Management (SIEM) systems, Dynamic Automation (robotic process automation), Automated Asset Discovery, Data Loss Prevention (DLP), and Internet of Things (IoT) enabled devices.

Join this session to:
1) Discover technologies that firms and CPA professionals need to understand in order to enhance productivity and efficiency of firm operations

6/11 8:00AM9:15AM

PST1901. Practitioners Kickoff

Mark Koziel - Executive Vice President – Public Accounting, Association of International Certified Professional Accountants
Erik Asgeirsson - President & CEO, CPA.com
6/11 8:00AM9:15AM

PST1902. Tech Update

Randy Johnston - CEO/Exec VP, NMGI/K2 Enterprises

What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech update where you will learn about who offers reliable solutions and what is changing the market. Specific topics included in this session are: technology trends, recommended hardware specifications, applications and licensing, and security. This session provides concentrated exposure to technology that may reveal ideas, trends, and options that you had not discovered through your normal channels.

Learning objectives:
1) Describe an optimum computer configuration for an accounting professional
2) Identify a new Microsoft product that covers licensing for desktop operating systems
and Office
3) Specify a business case data compliance
4) List three protection tools to use while connected to the Internet

6/11 9:30AM10:20AM

PST1903. KPI / KRI Technologies

David Kovar - Management Consulting Leader, Abaci LLC

Identifying the right Key Performance Indicators (KPIs) is critical to you and your company’s success. When determining KPIs, many people make the mistake of putting together a list of everything that they can or are measuring. Figuring out your KPIs is really a matter of figuring out what your business objectives are, how to measure them and how to drill into each measurement to understand the underlying data.

This session will discuss:
1) How to determine good Key Performance Indicators
2) Understanding the concept of Key Performance Indicators (KPIs)
3) Understanding an approach to determining good Key Performance Indicators (KPIs)

6/11 9:30AM10:20AM

PST1904. The Dark Web: Do you Know Who's Watching

Chip Witt - Head of Product Strategy, SpyCloud

Cyber criminals are constantly upgrading their technology to perform more sophisticated, widespread attacks. Preventing breaches and account takeover begins with understanding how criminals operate. This presentation will guide guests through the criminal’s timeline and methods, as well as explain why existing prevention products aren’t providing the protection organizations think. More interestingly, we will demonstrate how this same data can be used to find criminals true identities! Learn how law enforcement hunts threat actors and how their tactics can be applied to corporate protection.

Learning objectives:
1) Understand the linkage between data exposed in third-party breaches and the perpetration of fraud by criminals
2) Gain insight into what works, and more importantly, what doesn't work and why in the mitigation of breaches and account takeover threat
3) Learn how to turn the tables on criminals by leveraging the breadcrumbs they leave behind in third-party breaches to feed investigations

6/11 9:30AM10:20AM

PST1905. Meeting Client Sales & Use Tax Needs in the Wake of Wayfair

Marianne Fisher - Product Marketing Manager, CPA.com
Craig Cookle - Wipfli LLP
Chris Gallo - SALT Manager, BerganKDV

The Supreme Court decision in South Dakota v. Wayfair has changed the landscape around sales & use tax (SUT), determining that states can broadly require online retailers collect sales tax even if they lack a physical presence in the state. States are responding with new regulations impacting businesses that sell remotely.

In this session, we will:

1) Discuss how you can help clients respond to these changes
2) Explore different business models and the types of SUT services that we are seeing in firms today
3) Learn how you can leverage technology within different business models to streamline SUT processes in your firm and meet client needs

6/11 9:30AM10:20AM

ENG1906. How to Say Anything to Anyone - for Leaders and Managers (PST, EDG, FMA)

Shari Harley - President, Founder, Candid Culture, Inc.

You’re only as good as people say you are. What are your internal and external customers saying? Do they want to work with you or do they feel that they have to? Take control of your reputation by knowing how you are perceived and managing what you put in front of others. Improve your and your department’s reputation. Get more feedback enabling you to take control of the impressions you create. Build long lasting business relationships that outlast economic downturns, miscommunication and conflict. Take charge of your business and your future.

Learning Objectives:
1) Discover and improve your professional reputation
2) Become more fluid in talking about and supporting your organization’s business needs
3) Get closer to business leaders and be seen and called upon as a necessary asset.

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 11:20AM12:10PM

ENG1910. GDPR - An Increase in North America Privacy - Are you in Compliance? (PST, AAM)

Thomas Patterson - Senior Director, NTT Data Services, Inc.

The European Union (EU) General Data Protection Regulation or GDPR is causing many U.S. businesses and organizations to take a hard look at data and information collected from customers and others who are citizens of or persons who reside within the EU member states. This new law recognizes the rights of EU citizens as the legal owners of 'personally identifiable' data and information that uniquely identifies each EU citizen or resident. This session will provide attendees with an increased appreciation of this new regulation and its requirements on US organizations and compare the regulation to the recently enacted state of California Consumer Privacy Act.

The session will provide attendees with:
1) An understanding and appreciation of the European Union's GDPR, and its potential impact on organizations providing products and services to EU citizens and residents
2) Information on the types of services licensed CPAs can provide to clients, share insights on questions clients may ask attendees
3) Steps practitioners can perform to help clients ensure they are complying with the law and that help organization's provide assurances regarding their data privacy practices and controls

6/11 11:20AM12:10PM

PST1906. Most Profitable Niches and How to Build One

Allan Koltin - CEO, Koltin Consulting Group

This session will discuss how to build and grow a profitable niche within your firm. As part of the presentation Mr. Koltin will discuss the following:
• How to identify the right champion to lead the practice.
• How to determine what core competencies are necessary for a successful practice.
• How to develop a standard process for performing the work.
• How to recruit, retain and grow talent within the niche.
• How to price your services within the niche.
• How to market and grow the consulting niche.
• How to leverage the niche within the greater accounting firm.

Mr. Koltin will draw on real world experiences, as well as share success stories of other firms around the country that have built success industry and service-line niches.

Learning objectives will include:
1) How to build a successful niche practice
2) How to ensure that your niche practice is profitable

6/11 11:20AM12:10PM

PST1907. The Mobile CPA: What's in My Bag

Marc Staut - Principal & Consultant, Boomer Consulting, Inc

What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the mobile technologies supporting and empowering remote employees to work smarter.

Learning objectives:
1) Learn about practical technology you can deploy today
2) Look at what technologies are coming soon that may impact your technology strategy

6/11 11:20AM12:10PM

PST1908. BYO (Build Your Own) CAS Tech Stack

Kevin Cumley - Director, Accountants Program, Sage Intacct
Deneen Dias - Enterprise Account Manager, CPA.com

With what seems like more technology options than ever before, firms have no shortage of choices when it comes to selecting solutions to manage internal processes and deliver client accounting services (CAS). Practitioners can customize their technology stack to meet the needs of their business and clients. Building your CAS technology stack involves so much more than selecting the technology itself – it requires a sound strategy and thorough evaluation.

In this session we will:
1) Discuss how you can develop your strategy and standardize CAS technology across your firm and client base
2) Hear from firms who will share the approach they took to evolve their technology stack

6/11 1:25PM2:40PM

PST1909. Attracting and Developing Non-Accounting Professionals

Sandra Wiley - President, Boomer Consulting,Inc.

In firms today we are hiring more non-accounting professionals than we ever have in the past. It may feel uncomfortable right now, but in a short time and with a little more experience hiring a variety of new talent professional in your firm will be a "snap"! In the session we will discuss the various positions you will be recruiting, how you can attract those pieces of the puzzle and how you can develop talent both in the firm and outside the firm.

Learning objectives:
1. We will identify a matrix of various new positions that will become normalized in our firms in the near future
2) Leave the session with resources for finding, attracting and hiring new talent that will set you apart from the competition

6/11 1:25PM2:40PM

PST1910. M & A Trends and 5 Key Variables to Value an Accounting Firm

Joel Sinkin - President, Transition Advisors LLC

Is it a buyer or seller’s marketplace? What are the latest M & A trends? What are the most utilized deal structures? How can you retain reasonable control, income and autonomy while creating a succession plan? When selling to an external buyer, how do you value an accounting firm in 2019? When selling to your partner (s), how do you value your firm in 2019? What are the keys to client retention post-closing a merger or acquisition? If you are considering selling your firm to an eternal buyer or internally or interested in growing by acquisition, this session is for you!

In this session we will learn about the general M & A trends we are seeing in 2019 and likely in the future including:
1) What are the alternative deals structures you should consider
2) What are the 5 main variables that determine how to value an accounting firm in an external sale
3) What values are firms placing on partners buying out partners
4) What are the 4 important messages to send client to help maximize client retention post-closing a merger or acquisition

6/11 1:25PM2:40PM

PST1911. AI of the Future

Robin Grosset - Chief Technology Officer, MindBridge

Artificial Intelligence (AI) is set to disrupt many professions and the future of auditing and accounting will certainly involve AI. In this session, we will look at the factors which are bringing about this disruption. We will also explore the importance of explicability and a human-centric approach in AI technology to support improving professional judgement.

Learning objectives:
1) Gain a business level understanding of AI technology and the current growth in the use of AI in professional circumstances
2) Develop an understanding the benefits of leveraging AI and also the potential pitfalls which should be avoided

6/11 1:25PM2:40PM

PST1912. Small Firm Technology

Randy Johnston - CEO/Exec VP, NMGI/K2 Enterprises

What strategies can help your firm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies – in addition to niche areas such as collaborative accounting, payroll, and SALT – are covered in this session. You will also learn about supporting technologies such as practice management, document management, workflow, portals, eSignature, and email encryption. Come with your questions and expect to get insights on technologies that make public practice accounting better!

Learning objectives:
1) List three applications required for running a public practice firm
2) Differentiate between cloud opportunities
3) Identify niche opportunities for your practice
4) List examples of technologies that reduce firm risk

6/11 1:25PM2:40PM

PST1913. Managing Risk in Advisory Service Line

Deborah Rood - Risk Control Consulting Director, CNA
Stan Sterna - Vice President, Aon

Offering profitable, high volume advisory services today has its own set of risks.

In this session we will:
1) Review language to use or avoid in engagement letters
2) Address liability when using 3rd party cloud solutions
3) Discuss how to use cloud and maintain independence

6/11 3:40PM4:30PM

ENG1913. Blockchain, Part 1: The ABCs of Digital Disruption: B is for Blockchain (PST, NAA)

Kacee Johnson - Strategic Advisor, CPA.com

Blockchain is regularly viewed as one of the emerging technologies that will cause disruption within the accounting profession. It’s potential to change the way the world does business is real, but a clear understanding of exactly what blockchain is, has not been established mainstream. This session will present a brief overview of the history, function and benefits of blockchain technology. We will then explore the current state of blockchain technology, practical application, and how this innovation may impact the development and function of the accounting profession. Finally, we will identify some of the new ways that accounting firms will be building advisory services around the emerging trend.

Learning Objectives:
1) Recall the definition, origin and functions of blockchain technology
2) Identify the benefits and regulatory implications
3) Evaluate accounting functions that are or will be leveraging blockchain technology, now and in the future
4) Explore the opportunities in new advisory services for firms around blockchain

6/11 3:40PM4:30PM

ENG1914. New To Firm Management (FMA, PST)

Stacey Hekkert - President & Managing Partner, Anton Collins Mitchell LLP
Kristin Holthus - Director of Finance and Operations, Anton Collins Mitchell LLP
6/11 3:40PM4:30PM

PST1915. Managed Services Panel: Tips, Pitfalls, and Best Practices From the Field

6/11 3:40PM4:30PM

PST1916. Partner Succession: Planning a 3 Year Approach to Retirement

Jeremy Clopton - Director, Upstream Academy

I’m sure by now we all know that succession planning is more than choosing a likely candidate. But some firms are still treating the retirement of their top leaders as individual events. There’s a better way. Join Jeremy as he discusses how to create a more comprehensive succession plan that helps retain your best employees, ensures valued clients don’t walk out the door with retiring partners, and prepares the next generation of firm leaders.

After attending this session, participants will:
1) Have a better understanding of the policies, processes and key documents needed to create a successful firm succession planning process

6/11 3:40PM4:30PM

PST1914. Rise of the Robo Accountant

Marc Staut - Principal & Consultant, Boomer Consulting, Inc

Join us for a new and updated session on Rise of the Robo Accountant. During this session, we will first build a foundation by defining the disruptive automated technologies like AI, Algorithms, Super Intelligent Systems, and Machine Learning that are set to impact the industry. We will then explore how those technologies are being used today, what's available now, and not only will we discuss what this means for the future of the industry but also what steps can be taken today to better prepare firms for the future.

Learning objectives:
1) What are these technologies and how are they being used today?
2) When will they hit the mainstream?
3) What does the future scape look like for the industry?
4) What should you being doing to prepare?

6/11 4:45PM6:00PM

PST1917. Practical Approaches to Managing Change In Your Firm

Alan Anderson - President, ACCOUNT-ability Plus
Denise Delahanty - ACCOUNT-ability Plus
6/11 4:45PM6:00PM

PST1919. How Ideas Spread: Kickstarting Technological Change within Your Firm

Aaron Berson - Managing Director of VRTL, Gettry Marcus CPA P.C.
David Cardoza - Head of Channel Sales, Expensify
Janeen Stodulski - Client Service Director, Grant Thornton LLP

This session is a crash course on how to introduce beneficial new technology to your coworkers, managers, and leadership. The first step is to identify which manual processes can easily be automated to save time, money, and headaches for your firm – but that’s the easy part. The hard part is finding the perfect tool for your case and then convincing everyone that the change will be worth it. Prepare for push back, prepare for pessimism, but don’t settle for the status quo.

In this session, we will focus on:
1) Pinpointing the manual bottlenecks in your firm’s current workflows and starting the search for the perfect technology to eliminate them
2) Identifying technological “champions” in your firm who will support your case for change, but function as your closest critics when necessary
3) Pitching the benefits of new technology to each person in your firm, depending on who they are and how they’ll benefit

6/11 4:45PM6:00PM

ENG1916. Blockchain, Part 2: What’s Next (PST, NAA)

Amanda Wilkie - Consultant, Boomer Consulting,Inc

Do you understand the impact and opportunity blockchain offers the accounting profession? Are you asking "how" this innovative distributed technology will accomplish disruption and disintermediation of the world's current business models? This session provides blockchain believers and skeptics a deeper dive into the technology as we explore its role in tools, such as Smart Contracts, Decentralized Applications, and self-sovereign identity, along with the forthcoming disruption that will accompany these tools.

Learning objectives:
1) Receive in introduction to Smart Contracts, Decentralized Applications, and Self Sovereign Identity
2) Understand how blockchain is applied in these innovative concepts
3) Gain awareness of when these new tools will impact public accounting

6/11 4:45PM6:00PM

PST1918. Excel for Fraud

Carlton Collins - Editor, ASA Research

In this session, participants will learn several ways to use Excel to help detect and prevent fraud, including working with random numbers, applying Benford’s Law, and cleaning general ledger data so it can be pivoted and analyzed in detail. The goal is to provide CPAs with guidance for testing data for authenticity and reasonableness. Don’t miss this unique opportunity to learn more about Excel from this unique and interesting perspective.

Learning objectives:
1) Provide guidance for testing data for authenticity and reasonableness
2) Provide a guideline for using Excel to test data for the potential of Fraud using Benford's Law
3) Provide guidance for preparing a general ledger report for pivoting in Excel
4) Provide guidance in producing random numbers to be used in selecting data for statistical analysis and other data procedures

6/11 4:45PM6:00PM

ENG1917. Communicating Value and Pricing to Clients (PST, AAM)

Michelle Golden River - President, Fore LLC

Experience The Power of Pricing in Advance. In this practical, information-packed session, unpack three big concepts within Michelle's Advanced Pricing Methodology(SM). Learn the rationale behind each, then discover multiple ways to leverage the power of pricing to improve growth, elevate your worth, and deepen customer loyalty.

Key Concepts:
• Why & How to Provide Certainty in Price
• Ways to Better Understand the Customer
• Customer-Centric Positioning for Max Effectiveness.

Attend this session and gain competitive advantage:
1) Explore the psychological and financial benefits when you provide tiered, 3-option pricing in advance
2) Learn how to bring more impactful, truly holistic approaches (can you say effective cross-selling?) without being pushy
3) Discover how to break out of the “just a vendor” role to be a true business-advisor role from day 1 of a client relationship

Wednesday, June 12 2019

6/12 8:00AM9:15AM

ENG19K02. Professional Update

Barry Melancon - CEO, Association of International Certified Professional Accountants
William Reeb - CEO, Succession Institute,LLC
6/12 9:15AM9:40AM

ENG19WA01. CPA Practice Advisor Top 25 Women in Accounting Awards

6/12 9:40AM10:30AM

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

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

ENG1920. Engaging NextGen Clients (PST, AAM)

Jennifer Wilson - Co-founder and Partner, ConvergenceCoaching,LLC

Engaging NextGen Clients Millennials have surpassed Baby Boomers as the largest living generation in the US. Young buyers are transforming the way we call a taxi, stay in touch with business colleagues and shop for essentials. And their expectations are driving changes to the traditional CPA firm client engagement and service delivery models.

Leave this session with a roadmap for ensuring your firm stays relevant by engaging with the buyers of today and tomorrow!

Learning objectives:
1) Understand NextGen buyers, how they are different from traditional clients, and how to best engage them
2) Explore service, relationship and technology expectations of NextGen clients and prospects
3) Learn to proactively engage the successors of your retirement-age clients and your NextGen talent to ensure client continuity
4) Discuss the role of leadership and your talent in building a NextGen-ready firm

6/12 11:30AM12:45PM

PST1923. Panel: How Not To Get Fired By Clients

Aaron Berson - Managing Director of VRTL, Gettry Marcus CPA P.C.
Dixie McCurley - Co-founder & President, Trusted CFO Solutions
Christine Triantos - Partner, Anton Collins Mitchell
Jane Willis - VP of Marketing, Accountant Channel, Bill.com

Of the top three reasons clients fire their accounting firms, cost is only the third item on the list. Research on business leaders shows that clients fire their firms for subjective reasons, but reasons that firms can influence and control. Many firms believe they offer extraordinary client service and provide highly valued advice, but clients are the ultimate judge of these claims.

This session will help attendees:
1) Understand the top reasons clients fire firms
2) Learn how to control the factors that are likely to get firms fired
3) Leverage success in advisory services to drive more business

6/12 11:30AM12:45PM

PST1920. Enhancing Firm Profitability

Bill Pirolli - Partner, DiSanto Priest & Co

Is your firm as profitable as it could be?

Join Bill Pirolli, CPA in this very popular session as he examines the key attributes of highly profitable firms and discusses how you can increase your bottom line. Bill will take you on a “spin” of the Profit Wheel and discuss how examining market forces, educating your staff, adding client selection filters, watching your scope creep and enforcing accountability can all lead to more profit...with less effort. Other discussion areas will include billing and collection practices and how to create creating client leverage through Trusted Advisor services; all designed to help you run your business…like a business.

Learning objectives:
1) Understand the key drivers of highly profitable firms
2) Discover small changes you can make to help drive profitability in your firm

6/12 11:30AM12:45PM

PST1921. Futuristic Technologies that are Changing our World

Dwayne Bragonier - Founder, BAI Bragonier & Associates Inc.

Join Dwayne as he shares dozens of amazing advances in technology that are changing the world around us and the way we interact with it. Our lives are being enhanced and influenced by radical immerging technologies. From AI, robotics, human-robotic interaction, mixed reality, quantum computing + encryption, drone taxis, DNA splitting, 3D-printing, and nanomaterials – to name just a few. These exponential technologies are affecting the way we build, create, communicate, distribute, organize, share and travel. Dwayne will touch upon many of these trends, ensuring you are aware of them and so that you can participate in the dialog revolving around them.

Learning objectives:
1) Understand the latest non-accounting specific technology trends
2) Visualize the many and diverse disruptive powers influencing your clients’ many diverse industries
3) Identify opportunities to participate in discussions with your clients about the innovative and transformational technologies that are permeating their business models specifically and all of society generally

6/12 11:30AM12:45PM

PST1922. Technology Budgeting: A New Hierarchy to Reduce Technical Debt and Support Innovation

Amanda Wilkie - Consultant, Boomer Consulting,Inc

Technology has changed so why haven’t we changed the way we budget and track our technology dollars? This session will focus on 1) the evolution of technology spending over the past few years 2) an updated model for tracking what matters 3) budgeting for the technology that will make the biggest impact on your firm.

Learning objectives:
1) Learn to identify the technical debt that is holding your firm back from innovation
2) Understand how the technology advancements of the last decade have impacted technology expenses
3) Discover the technology investments innovative firms are making

6/12 1:55PM2:45PM

PST1926. Business Case for Diversity

Yasmine El-Ramly - Senior Technical Manager, Association of International Certified Professional Accountants
Jacquelyn Tracy - Partner, Mandel & Tracy,LLC

A strong business case contains sustainable growth and succession planning models including viable exit strategies, outlines the bottom-line impact, and highlights the increased need for diverse talent that mirrors our marketplace and broadens the organizational perspective to more effectively deal with increasing complexity.

In this presentation, we will:
1) Examine these key components in detail and discuss best practices for developing a strong business case for your firm

6/12 1:55PM2:45PM

PST1927. Hot Topics in Today's Small Firm Environment

Carl Peterson - VP - Small Firms, Association of International Certified Professional Accountants
6/12 1:55PM2:45PM

ENG1923. How Emerging Technologies are Enhancing Tax Practices (TAX, PST)

Donny Shimamoto - Managing Director, IntrapriseTechKnowlogies LLC
Dan Moore - Sole Practitioner, D.T. Moore & Company, LLC

Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Firms need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think!

Learning Objectives:
1. Understand how emerging technologies are going to impact the accounting profession
2. Identify the key considerations for enhancing your firm’s service offerings
3. Identify the training that your staff need to be ready to use emerging technologies and deliver enhanced services

6/12 1:55PM2:45PM

PST1924. A Seat at the Table - Diverse Perspectives Lead to Value

Jim Boomer - CEO, Boomer Consulting, Inc.

One of the biggest myths when it comes to managing and leading a CPA firm is that you must be a CPA. Outside our profession, organizations build a leadership team with diverse skills, experiences and perspectives. In this session, we will discuss how various functional leaders (IT, Operations, HR) bring a different perspective, skillset and value to your leadership team and why they should have a seat at the table.

Learning objectives:
1) Discuss the transformation CPA firms are experiencing today
2) Understand the value potential of a cross-functional leadership team
3) Explore ways that value can also be delivered to your clients

6/12 1:55PM2:45PM

PST1925. Evolution of Compliance and Advisory Services for the Future Ready Firm

Erik Asgeirsson - President & CEO, CPA.com

The future of accounting is not just about advisory services, it is the evolution of compliance and advisory that will build a future ready practice. This session will focus on ways technology is enabling accounting professionals to provide the service they want. The trusted business advisor is delivering trusted information through high quality compliance work, and high value insights through advisory services.

Learning objectives:
1) Review how compliance engagements are transforming through the advancement of technology
2) Discuss how advisory and compliance engagements co-exist

6/12 3:00PM3:50PM

PST1928. PCPS Tools for Mentoring

Lisa Simpson - Associate Director, Firm Services, Association of International Certified Professional Accountants
Kelly Welter - Partner, Serl Keefer Welter CPAs LLP
Matthew Wilson - Shareholder, Wilson Ivanova CPAs
6/12 3:00PM3:50PM

PST1929. Leveraging Infrastructure as a Service to Build a Nimbler More Resilient Firm

Sean McLean - Director of Technology Consulting, Petrinovich Pugh & Company, LLP

Is your organization still struggling with on premise technology infrastructure? Paying for Server and Network upgrades every 3 to 5 years? Infrastructure as a Service (IaaS) might be a solution. Attend this session to learn about the major vendors (Azure, Amazon, Hybrid) in the space, but also learn about the process our firm adopted and how you might use the lessons learned to your advantage. We will also focus on updated trends in IaaS and take your questions on the subject.

Learning objectives:
1) Learn about vendor comparisons and SWOT analysis in the IaaS space
2) Learn about the process, budget, and partners a firm can leverage to make the migration from on prem to IaaS or hybrid

6/12 3:00PM3:50PM

PST1930. Anti-Fraud Programs: Anomaly Detection Using Data Analytics

Mark Mayberry - Director, Assurance Office of Tomorrow, BDO

Take a closer look at data analytics with this presentation on anomaly detection. Methodologies for discovering potential indicators of fraud are outlined. Fraud examples will be discussed.

Learning objective:
1) Discover the top fraud risk areas in financial reporting
2) Learn how to effectively utilize data analytics to detect anomalies as potential indicators of fraud

6/12 3:00PM3:50PM

ENG1925. Enhancing Attest Workflow Beyond Digitizing (PST, NAA)

Alan Anderson - President, ACCOUNT-ability Plus

Attest services have seen technology tools built to digitize the workflow, but there has been little transformation of the processes and procedure. In this session, see how technology is being applied to FINALLY redesign how attest work is done, and creating opportunity spend more time on the insight, analytics, and advisory service that can and should be part of these engagements for clients. What’s Next for Blockchain? Smart Contracts, Decentralized Applications, & Self Sovereign Identity.

Learning objectives:
1) Understand the impact and opportunity blockchain offers the accounting profession
2) Discover how this innovative distributed technology will accomplish disruption and disintermediation of the world's current business models
3) Blockchain believers and skeptics will take a deeper dive into the technology as we explore its role in tools, such as Smart Contracts, Decentralized Applications, and self-sovereign identity, along with the forthcoming disruption that will accompany these tools

6/12 3:00PM3:50PM

ENG1926. Leading Digital Transformation (PST, EDG)

Dan Griffiths - Partner, Tanner LLC

Digital transformation is not about technology; it's about people and change management. Younger CPAs are uniquely positioned to lead that change. In this session we'll discuss practical examples of CPAs that have built coalitions of support for digital transformation within their organizations. You'll leave with the beginnings of a plan to take back to your office and begin building support for leveraging the digital opportunities that are sweeping across every organization on the planet.

Learning Objectives:
1) Learn how to go about building support for digital transformation within a team or organization.
2) Develop a plan to go about leading digital transformation for their current team or organization.

6/12 4:50PM6:05PM

ENG1927. SOC Cybersecurity (PST, NAA)

Jim Bourke - Partner, WithumSmith+Brown

In this session, Jim will overview the AICPA's new SOC for Cybersecurity offering. He'll share basic concepts of the offering as well as the differences between this service offering and the other existing SOC offerings.

Jim will cover everything from basic framework to sample report preparation and share sample deliverables and tools with the group.

Learning objectives:
1) Gain an understanding of the new AICPA SOC for Cybersecurity service offering
2) Understand the basics associated with reporting in this space
3) Understand the differences between the various SOC service offerings

6/12 4:50PM6:05PM

ENG1929. Inspector Gadget (PST, PFP)

David Cieslak - EVP, Chief Cloud Officer, RKLe Solutions, LLC

Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live. From cloud computing, mobile and hybrid devices to entertainment, home automation and the Internet-of-Things – every aspect of our days are impacted by the latest technology offerings. Join Inspector Gadget as he shares cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.

Learning objectives:
1) Understand the latest technology trends and the impact these trends will have on next generation devices
2) Identify where to wisely invest in new technology, and what to avoid

Thursday, June 13 2019

6/13 7:00AM7:50AM

PST19ER03. Hot Topics in Practice Management

Lisa Simpson - Associate Director, Firm Services, Association of International Certified Professional Accountants

What are some of the practice management opportunities and challenges firms across the country are experiencing? Hear from the PCPS team about the results of the 2019 CPA Firm Top Issues survey and some tips for managing your firm more effectively.

Upon completing this session, you will:
1) Have a better understanding of practice management issues firms are facing
2) Have suggestions on how to approach top concerns in practice management by firm size, including a review of resources to help

6/13 7:00AM7:50AM

PST19ER02. Tax Season Debrief

DeAnn Hill - Owner, DEANN AUMAN HILL CPA
Mike Shost - Advisor, Judd Thomas CPA's & Advisors

Join us to review the 2019 tax filing season; we will “rate” the season as a group and discuss some of the challenges of TCJA in the new IRS “post card world” such as the new Forms and Schedules, QBI and how the loss of Miscellaneous Deductions and the higher Standard Deduction impacted your fee’s. We plan for you to leave our session with idea’s on replacing those fee’s or expanding your practice to include tax planning, QBI planning and entity choice review. In addition, we will discuss idea’s on adjusting your processes for tax preparation & review in light of the new law.

Learning objectives:
1) Gain a better understanding of the impact of TCJA on tax practices and changes you should make for the future
2) Provide participants with practical suggestions to expand their practice with tax planning, QBI planning and entity choice review

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

PST1934. An Overview of Leading Audit Tools

Stephanie McCasland
6/13 9:30AM10:45AM

PST1935. Do You Practice What You Preach? Using Technology to Manage Financial Information

Kalil Merhib - VP of Sales, CPA.com
Matt Towers - Product Marketing Manager, CPA.com

Many firms want to keep up with the latest technology to meet the demands of their clients and better position their services, but sometimes the technology the firm is using internally is not as high a priority, creating inefficiencies within the firm. While clients may not have visibility into internal processes, sometimes these inefficiencies impact clients when information is not delivered in a timely, efficient and secure manner.

In this session, we will:

1) Highlight common inefficiencies within firms as it relates to exchanging financial documents
2) Learn how technology can create a better workflow to standardize processes and improve communication across the firm that will ultimately provide a better customer experience

6/13 9:30AM10:45AM

PST1931. Where to Find Potential Hires in the Electronic Age

Renee Moelders - Consultant, ConvergenceCoaching LLC

Finding the best and brightest can be a challenge in any market, but with today’s talent shortage, it’s harder than ever. Attend this session to learn real-life recruiting strategies, garnered from our work with some of the best HR professionals in accounting, to help elevate your recruiting efforts and enable you to source both on-campus and experienced hires more effectively. In this discussion, we’ll explore: - Positioning your firm as unique, special and different - Using social media to identify experienced hire potentials - Developing a community of prospective employees and making your firm’s brand known - Using non-traditional methods for staff augmentation including remote workers Leave this session with ideas to enhance your ability to add talent to fuel your firm’s future growth.

At the end of this course, participants will be able to:
1) Develop recruiting advertisements that more clearly illustrate the firm or department's unique, special and different qualities that will attract the right kind of candidates
2) Create a targeting program to identify potential hires and develop a warm way in to meeting them
3) Identify two new strategies to increase use of non-traditional staff and remote workers

6/13 9:30AM10:45AM

PST1932. Holy Engagement Letters Batman!

Deborah Rood - Risk Control Consulting Director, CNA
Danielle Supkis Cheek - Director, PKF Texas

This session will cover engagement letter requirements, suggestions, and best practices for various types of engagements. It will also include new and upcoming standards that could have engagement letter impacts.

Learning objectives:
1) Learn current and future engagement letter requirements
2) Learn recommendations and suggestions for best practices in engagement letter

6/13 9:30AM10:45AM

PST1933. Enabling Remote Workers & Virtual Offices

Jim Boomer - CEO, Boomer Consulting, Inc.

As the number of companies offering workplace flexibility, remote work arrangements and even virtual offices continues to grow, you want to be ready to enable your team to be successful working outside the traditional office. Ensuring that you’re prepared for these shifts in work environment with the appropriate technology, expectations, criteria and policies will not only become more important in the coming years but also expected by many prospective employees.

Learning objectives:
1) Understand the trends that are disrupting the traditional work environment
2) Review Best Practices for remote workers and virtual offices
3) Gain a better understanding of the technology, criteria, management and policies required for success

6/13 11:15AM12:05PM

PST1936. Panel: Has Your Business Gone to Pot?

Bob Dohrer - Chief Auditor, Association of International Certified Professional Accountants
Ron Seigneur - Managing Partner, Seigneur Gustafson LLP
6/13 11:15AM12:05PM

PST1937. Time Management for Accountants

Gail Perry
6/13 11:15AM12:05PM

PST1938. Microsoft Team Based Collaboration - The Microsoft Way of the Future

Dan Krishman
6/13 11:15AM12:05PM

PST1939. Transcending Technology: How to Ensure Competitive Advantage

Donny Shimamoto - Managing Director, IntrapriseTechKnowlogies LLC

Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more. What do accountants and tax advisors need to do to be ready for these innovations? Attend this thought-provoking session to look at the impact of these emerging technologies and identify what you and your teams need to do NOW to start getting ready for the changes that are coming and ensure your firm has a competitive advantage.

Learning objectives:
1) Identify the human factors that enable competitive advantage for tax accountants
2) Identify professional development needs to be ready to leverage emerging technologies
3) Understand existing innovations and identify those that may add value to your firm’s services

6/13 11:15AM12:05PM

PST1940. How the Firm of Tomorrow is Using Data Today

Glen Keenan - President & COO, XCM Solutions

Our future relevance depends on our ability to do the things the machines can’t do—to interpret the numbers, to tell the stories behind the numbers and make our clients future-ready at the same time,” said Tom Hood executive director of the Maryland Association of CPAs and its learning and innovation affiliate, the Business Learning Institute.

As digitalization, artificial intelligence, and machine learning continue to automate work, best-in-class firms are increasingly looking for new ways to leverage technology to help differentiate and scale up their businesses. The firm of tomorrow is no longer focused on harvesting data—they have algorithms for that—instead they are exploring new ways to analyze and interpret this data to drive the business forward.

In this session, you will learn:
1) How to use data derived from your workflow platform to increase productivity and grow revenues in your firm
2) KPI’s to increase capacity and productivity in your firm

6/13 1:15PM2:30PM

PST1941. 2018 PCPS MAP Survey Results

Carl Peterson - VP - Small Firms, Association of International Certified Professional Accountants
6/13 1:15PM2:30PM

PST1942. RPA and AI: Use Cases for CPA's

6/13 1:15PM2:30PM

PST1943. Office 365 - The Lesser Known Apps

Gerry Wilton - Director of Operations BAIWay, BAI Bragonier & Associates Inc.

Join Gerry as he takes us on a guided tour of the lessor known applications included in your Office 365 Business and Enterprise licenses. He’ll speak to what these applications are about and how they can be deployed in your firm. They will include: Bing; Delve; Flow; Forms; Planner; Stream; Sway; Teams and Video.

Upon leaving Gerry’s session you will have:
1) A clear understanding and focused objectives of each of the applications covered
2) You will also be able to make a clear distinction on how and why your firm might further investigate their deployment and use

6/13 1:15PM2:30PM

PST1944. Effective Strategies to Secure and Retain Top Talent

Tricia McLaurin - HR Business Partner, Paychex Inc.

Seventy-six percent of hiring decision makers say attracting quality candidates is their number-one* challenge. Having a comprehensive talent acquisition strategy in today’s competitive job market is imperative for employer’s looking to find, hire, engage, and retain the workers needed to maintain and grow their business. This session will identify ways to successfully position your business – and those of your clients - as an “employer of choice” with job seekers, as well as their current employees.
*Aptitude Research Partners, August 2017

Learning objectives:
1) Review current state of finding and securing top talent in today’s tight labor market
2) Identify essential steps and best practices for effective recruitment, selection and screening strategies/techniques
3) Discuss impactful strategies for keeping employees engaged, and helping them learn and grow professionally
4) Highlight the opportunity for accountants to successfully advise their clients on HR solutions

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

PST1948. Ask The Tech + Expert

Jim Bourke - Partner, WithumSmith+Brown
Dwayne Bragonier - Founder, BAI Bragonier & Associates Inc.
Donny Shimamoto - Managing Director, IntrapriseTechKnowlogies LLC
Steven Ursillo - Partner, Cherry Bekaert, LLP
Amy Vetter - CEO, The B3 Method Institute (QuickStart Training)

Still have unanswered questions from the conference? Tap into the minds of a handful of the professions leading technology minds. In this interactive panel discussion, you'll have the opportunity to ask your questions on a variety of topics.

Learning objectives:
• Access to some of the leading technology thought leaders in the profession
• Last chance to ask any unanswered questions before you leave the conference

6/13 2:45PM4:00PM

ENG1933. Roundtable Discussions: BUSINESS DEVELOPMENT (PST, AAM)

Michelle Golden River - President, Fore LLC

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development.

Learning objectives:
• Discuss best practices in internal CPA Firm management and administration
• Learn from experiences of other participants

6/13 2:45PM4:00PM

PST1945. Roundtable Discussions: HR

Renee Moelders - Consultant, ConvergenceCoaching LLC

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development.

Learning objectives:
• Discuss best practices in internal CPA Firm management and administration
• Learn from experiences of other participants

6/13 2:45PM4:00PM

PST1946. Roundtable Discussions: TECH

Amanda Wilkie - Consultant, Boomer Consulting,Inc

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development.

Learning objectives:
• Discuss best practices in internal CPA Firm management and administration
• Learn from experiences of other participants

6/13 2:45PM4:00PM

PST1947. Starting Your Analytics Journey ? What You Need to Know to Ensure Success

Erick Kirchner - Senior Managing Consultant, Epicentric Consulting

In this session we will explore burning questions in the world of analytics including: What is the definition of analytics; what business questions does analytics help solve? What are the different types of analytics - Hype v. Reality? What options do you have related to access of analytics related resources and technologies? The pros and cons of Outsource vs. Insource; How do you measure analytics values/success?

Learning objectives:
1) Understand the different types of analytic technologies and how they apply to business scenarios
2) Learn how to apply analytics to solve business questions and create value
3) Discover how to measure analytics values and successes
4) Learn what skills, resources, and training are needed

6/13 2:45PM4:00PM

ENG1932. What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM)

Sarah Dobek

An organization focused on growth knows they should implement a CRM, so why can't I find one I like or get traction? Do I have the wrong expectations? Are we setting it up wrong? Is it only for sales and marketing, or is it an effective tool for relationship management with existing clients?

In this session, we will discuss:
1) The various uses, the role of CRM and what to look for in a system that matches your needs

6/13 4:15PM5:05PM

PST1949. Moving to a Virtual Audit

Alan Anderson - President, ACCOUNT-ability Plus
6/13 4:15PM5:05PM

ENG1934. Reimagining Cross-Selling as Cross-Solving (PST, AAM)

Carrie Steffen - President, The Whetstone Group

Your clients' experience working with your firm is your greatest differentiator and one of the key drivers of client loyalty. We've all heard the term cross-selling--but it's time for a change of mindset. When practitioners begin to re-imagine cross-selling as helping clients with solve the puzzles of both issues and opportunities facing clients' businesses, those practitioners unlock endless potential ways to endear clients, create more satisfying relationships and generate revenue.

During this session we will look at key factors in changing the dialog around doing more for existing clients by understanding the skills and behaviors professionals should practice to deepen relationships with clients and begin to become a true advisor. We'll discuss what cross-solving looks like and more importantly, how to communicate to clients the value you are delivering.

After completing this session participants will be able to:
1) Understand the mindset of cross-solving
2) Talk with clients about how the value you create solves their issues and/or helps them take advantage of opportunities
3) Help their firms drive top-line revenue growth through client relationships
4) Meet needs as clients' demands evolve and keep their firm relevant to a market that wants more from the CPA relationship

6/13 4:15PM5:05PM

ENG1935. Mindful Technology: Embracing Technology, Innovation and Mindfulness to Create Greater Human Connections (PST, AAM)

Amy Vetter - CEO, The B3 Method Institute (QuickStart Training)

Embracing new technology, will not isolate people or make us irrelevant as some fear. Instead, when used correctly and ethically, technology can empower leaders and employees to create stronger business relationships. Learn how to leverage technology to tap back into your purpose and creativity, become more mindful and empathetic as leaders and communicators, and create a greater sense of work-life harmony.

In this presentation, you will:
1) Unlearn the routines of the past by embracing technology and learning how it’s currently being incorporated and connecting people in business and improving company culture
2) Tap into self-discovery and mindfulness techniques to feel more fulfilled in the work you do
3) Learn how to let technology do the heavy lifting so you can dedicate more time to developing the soft skills necessary to create a collaborative and lasting relationship with your employees and your customers