Sessions | ENGAGE 2020

Monday, June 10 2019

6/10 8:00AM8:50AM

ENG19K001. The View from the IRS

Charles P. Rettig - Commissioner, Internal Revenue Service

Join Charles Rettig as he discusses his opening months as IRS Commissioner. He will touch on:
- His top priorities
- The impact of TCJA
- IRS Modernization efforts
- How AICPA members can work with the IRS to help improve the nation’s tax system

Learning Objectives:
1) Learn the current issues of the IRS so you can better serve clients
2) Learn the intricacies of the relationship between the IRS and the accounting profession

6/10 8:00AM12:00PM

FMA19101. Talent Management Workshop: Evaluate & Update Your Organization's Talent Management Plan

Jeremy S. Wortman - Dr., HRD Initiatives

Most accounting firms (and all businesses in general) have a clear understanding and plan for their operational strategy. However, when asked if they have a clear strategy regarding their human capital more than 80% say they have 'no plan" or "very little of a plan" (e.g., they may have a staffing plan or do some sort of succession planning). Yet, when asked how important their people are to the ongoing, long-term success of their business the overwhelming response is, “critically important.” Thus, there is a large disconnect between the practice of talent management and its idealized state. Accordingly, this session helps organization leaders understand the the robust nature of talent management and how they can begin thinking and creating a more strategic approach to the acquisition, engagement, development, and retention of their most valuable asset – their people. During this session participants will explore a framework that they can use to immediately begin assessing their own organization in terms of talent management without over-engineering the process. Participants will be intellectually stimulated to think about the people-side of their business in a more comprehensive and deeper manner; thus, positioning themselves to identify areas of enhancement that drives their operational strategy. The final product of this workshop will be a completed audit of your firm's talent management practices and recommended action plan to be presented to your firm's most senior leaders.
Learning Objectives:
1) Discover a Talent Management framework that facilitates a deeper and more comprehensive analysis of your organization’s human capital
2) Explore why, and how, hiring the right person (i.e, talent acquisition) the first time using validated instruments increases productivity and drives employee retention – as well as how bad hires waste money
3) Once the right person is hired, we explore how to get them engaged (i.e., talent engagement) so that they work hard for you, get along with others, and become loyal (which mitigates turnover)
4) Once you hire the right person and then get them engaged, you will explore ways to develop (i.e., talent development) your people so that they can build their talents into strengths and apply them to the job – this is the number one driver of employee retention
5) Explore what it means to leverage talent – this domain of talent management involves career pathing, succession planning, mentoring etc. which allows your organization to maximize its collective talent
6) Identify how all of the collective domains of talent management drives talent retention – which not only saves money but headaches as well identify various tools that are readily accessible to support the analysis and practice of all talent management domains

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

Tuesday, June 11 2019

6/11 6:30AM6:55AM

ENG19VCC2. Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser

Matthew Brock - District Sales Manager, Paychex

Advising your clients on their plans for retirement is more than just setting aside money in an IRA. Find out how to guide them through the important conversations about retirement plans including unique ways to save on taxes, attracting and retaining quality talent, and meeting fiduciary requirements. As your business clients’ most trusted advisor, you are well positioned to help guide them toward a dignified retirement.

Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.
1) Review current state of retirement readiness and the regulatory environment
2) Compare features and options to maximize savings potential
3)Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security

6/11 7:00AM7:50AM

FMA19ER01. Professional Firm Management: What Does This Partnership Look Like?

Jane Johnson - CPAFMA Chair, Principal/Firm Administrator, Grimbleby Coleman CPAs
Clive Grimbleby - President , Grimbleby Coleman CPAs

A dynamic duo – the Managing Partner and Firm Manager! When do you need a Firm Manager? Once you have the partnership in place, how do you work together most effectively to benefit the Firm? Who does what and how? Come learn from one firm’s story. You will gain insight on when to hire and how an effective relationship can propel your Firm forward.

Learning Objecives:
1) When to hire a Firm Manager?
2) How an effective partnership between the Managing Partner and Firm Manager can benefit and grow the Firm.

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

FMA1901. Creating a Pathway for Your Technical People to Transform Into Advisors

William Reeb - CEO, Succession Institute,LLC

At a time when technology is automating much of the compliance function, globalization is delivering talent at pennies on the dollar, it is time for every CPA, not just the business development CPA, to do a better job of living up to our profession’s mantra of being our clients Most Trusted Business Advisor. It no longer is enough just to deliver information about the past. We need to help our clients consider their past, their trends, their key operating statistics and use that information to help them bridge their organization's and themselves into a better, more profitable and sustainable future. This session centers on augmenting and/or refining the skills required to effectively deliver future focused facilitative/advisory services.

Learning Objectives:
1) Learn how to move from being an Expert to an Advisor
2) How to ask the kind of open-ended questions that promote the client expounding on issues beyond traditional accounting problems,
3) Improve your listening and communication skills,
4) Understand how to act in the role of your client’s general contractor, and much more.

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 have a request for one of your co-workers but don’t know how to say it, so you don’t say anything. A project you worked on for six months has become a black hole. There is no information about the status. You’re frustrated, but you don’t say anything. Two employees aren’t working well together. It’s impacting the atmosphere in the office. You don’t know what to say, so you don’t say anything. Speaking up when we are frustrated is hard and, as a result, most of us don’t. Instead, either we tell other people (aka gossip) or we say nothing, and relationships become strained. You can say anything to anyone and have it be easy. You just need to lay the ground work to do so, and most of us don’t. Learning Objectives: 1) Build trust in all of your business relationships, making it easier to say hard things. 2) Find out what the people you work with need from you, so you don’t have to guess. 3) Tell others what you need, making it more likely that your needs are met.

6/11 10:35AM11:00AM

ENG19SC01. Sponsor Chat Lobby: Abacus Next

Phillip S. Phares - Director of Education, Abacus Next

Join Abacus Next team members in a text chat discussion about services and products that may be of interest to you.  They will also be able to address any questions that you may have.  (Not eligible for CPE).

6/11 11:20AM12:10PM

FMA1902. Sharpening Your Ethical Intelligence

Jeremy S. Wortman - Dr., HRD Initiatives

This session is the third in a series of four. Our session takes a unique approach to discuss ethics in the accounting profession. We focus on the most critical, and often the most neglected, element of ethical decision-making, THE INDIVIDUAL. This session is designed to help the participant 1) learn about the defensive psychological processes (i.e., Rationalization and Social Desirability biases) that impede the ethical decision making process and 2) to build Moral Courage and Moral Resiliency which both enhance the ethical decision making process – collectively, these two very different approaches help to create strong ethical decision makers. During the session we review the ethical decision making process how the brain morally matures and the biggest myths associated with ethical decision making. Primary focus is then given to self-destructive thinking (which impedes ethical decision making) and is practiced by using accounting related case studies. The course content is later synthesized with the guiding principles of the Accounting profession. Additionally, the session provides the participant an overview of the current state of ethics in Corporate America to serve as a benchmark for both personal and organizational development.

Learning Objectives:
1) Review the Ethical Decision Making process, moral cognitive development, and the most common myths associated with ethical decision making
2) Become aware of counter-productive psychological processes that impede the ethical decision making process
3) Recognize the biases that we all fall victim to when confronted with a moral dilemma
4) Develop moral courage which helps stand up in accordance to one’s moral compass even in the face of adversity so that ethical behavior actually occurs 5) Develop moral resiliency which helps bounce back from adversity and tough situations so that moral behavior is continued
6) Apply ethical decision making principles and moral intelligence to multiple case studies
7) Update regarding the ethical state of Corporate America
8) Synthesize the psychological processes with the AICPA code of conduct

6/11 11:20AM12:10PM

FMA1903. Engaging All Generations in the Firm's Future

Jeremy Clopton - Director, Upstream Academy

As much as we’d like everyone to fit the same mold, the inescapable fact is that multiple workplace generations create multiple perspectives.  Differences in views on flexibility in location, career path, schedule, and work style have created a very diverse workplace.  The firm that can engage multiple generations and meet their needs will attract a wealth of eager applicants, foster a more productive environment and have a great pool of experiences, perspectives and talent to draw on. In this session, Jeremy will share how to find and tap into the potential of each generation so you can engage all generations in dealing with the changing landscape of modern business.

Learning Objectives:
1) Understand the foundations of beliefs for the generations in firms today.
2) Explain best practices for engaging multiple generations for firm growth.

6/11 12:25PM1:15PM

FMA19NL02. IT Compatibility

Roman H. Kepczyk - Director of Firm Technology Strategy, Right Networks

Discuss what to look for in Information Technology compatibility when firms are considering an acquisition or merger.

Learning Objectives:
1) Learn effective ways to ensure success from an IT perspective when merging or acquiring another practice
2) Best practices in combining the IT components in M&A.

6/11 12:25PM1:15PM

FMA19NL01. Information Security Exposures and Mitigation of Loss

Stephen Vono - Senior VP, McGowanPRO

Personal information (social security numbers, credit card numbers, bank account numbers, even name and address) has become a leading target of cyber criminals. With your client's personal information in your possession, understanding your exposure and taking the appropriate steps to mitigate your liability is essential. Stephen Vono of McGowanPRO will be explaining the accounting firm’s role and responsibility in keeping client data safe and how to protect your firm from financial loss arising from information security exposures. Stephen will discuss what is and isn’t covered under your professional liability policy and how an employee dishonesty policy and cyber liability policy will fill in the gaps.

Learning Objectives:
1) Understand your exposure to financial loss due to loss of client information.
2) Learn best practices and procedures to lower your exposure to loss of client information.

6/11 12:25PM1:15PM

FMA19NL03. Collaboration: The New, Old Skill You’ll Need to Succeed

Kerman Lau - Director of Finance, Adaptive Insights

With the rise of cloud platforms, increased compute power, and machine learning, the future of Finance will rely heavily on being able to work across the organization to drive better decision making that leans on data combined with judgement.

6/11 1:25PM2:40PM

FMA1904. Great Firms Have a Vision For the Future! What’s Yours?

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

Firms that continually refine their vision for the future enjoy increased engagement, inspiration, and unity. The clarity of direction enables you to make difficult decisions and take calculated risks that fit with your intended direction. Team members know where the firm is headed, what their role is in getting the firm there, and are able to focus and drive the firm forward. Yet so many firms are unable to articulate a clear and compelling vision for the future. How come? Attend this session to:

Learning Objectives:

1) Realize what a vision is and how it differs from your firm’s mission and strategies
2) Understand and overcome some of the barriers to developing a unified vision
3) Explore the six steps to developing and communicating your firm’s vision

Leave this session ready to guide your firm into a brighter future by undertaking the vision development process!

6/11 2:55PM3:20PM

ENG19TZ05. How Future Focused Firms can uncover new efficiencies with Office and Practice Management virtualization (FMA, PST)

Phillip S. Phares - Director of Education, Abacus Next

OfficeTools provides a suite of tools to help Firms find that next gear in productivity, by reducing multiple data tracking applications into a single Practice Management solution, new efficiencies and workflow processes can easily be uncovered and put into action. The days of multi-point and multi-solution data interaction is over, internally integrated applications are the future and OfficeTools provides the most complete virtual Firm Management solution available.

6/11 3:40PM4:30PM

ENG1914. New to Practice Management – Here’s a Cheat Sheet of Tools (FMA, PST)

You’re a great client service accountant and now you’ve been asked to run your firm. Don’t worry there are many tools already available and no reason for you to recreate the wheel in regard to managing your firm! This session will provide a brief over view of the different aspects of running a practice and provide an overview of tools already available in the Firm in Motion toolkit for designing pay for performance bonus plans, creating partner succession plans, legal and risk management, employee engagement, firm IT issues, space planning transitions etc. Learning objectives: 1) Obtain an overview of some of the many aspects of managing an accounting firm 2) Become aware of firm management tools already available that can be customized to your firm and culture 3) Increase awareness of risks to your firm and resources and partners available to address them

6/11 3:40PM4:30PM

FMA1905. Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen?

Rachel L. Anevski - President & CEO, Matters of Management, LLC

Firm managers should attend this session to learn how to read communication and behavioral signs of their partners so they can work more collaboratively with them. We will also discuss setting expectations and defining and success measures.

Learning Objectives:
1) You can expect to learn how to read your partners communication preferences. 2) You will walk away with a working document indicating key tasks or projects in which both of you will lean in and assign roles and responsibilities.

6/11 4:45PM6:00PM

FMA1910. Breakout by Firm Size Sessions: 110+ People

Larry Sheftel - Vice President-HR, Aprio
Ann White - Regional Human Resources Manager, BDO USA LLP
Kristine Latchaw - Director of Administration, Maner Costerisan P.C.

This session is onsite only. A working session with firm managers of accounting firms with 110+ people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today. Participants will be provided opportunities to connect with others in firms about the same size or those looking to grow their firms. Time is intentionally allocated for the asking and answering of questions and exchange of experience.

6/11 4:45PM6:00PM

ENG1900. From Passion to Profession: How LPGA golfer Cristie Kerr turned her love of wine into Kerr Cellars - Presented by Chase Ink®

Cristie Kerr

In this exclusive women’s wine tasting and networking event, presented by Chase Ink®, world-renowned LPGA golfer, Cristie Kerr, will take us through her journey of turning her passion for wine into a successful business with the creation of Kerr Cellars, which launched in 2013.

In the first portion of the session, we will get to know Cristie as she shares her business and personal tips for success in a conversation with Megan Chandler, Executive Director of Marketing at Chase Ink. Following, Cristie will then lead an interactive wine tasting of her own vintages and share more on how to enjoy the finest wines.

Learning Objectives:

1) Insights around winning in business as a female entrepreneur
2) Identifying strength and weaknesses in building a winning team
3) Tips for creating and nurturing a culture of excellence

6/11 4:45PM6:00PM

FMA1906. Breakout by Firm Size Sessions: <25 People

Tiffany Taft - Firm Administrator, Baker Holtz, CPAs & Advisors
Joyce Arthur - Alliance Client Services Support Manager, BDO Alliance USA

This session is onsite only. A working session with firm managers of accounting firms with 25 or fewer people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today. Participants will be provided opportunities to connect with others in firms about the same size or those looking to grow their firms. Time is intentionally allocated for the asking and answering of questions and exchange of experience.

6/11 4:45PM6:00PM

FMA1907. Breakout by Firm Size Sessions: 26-49 People

Michael Mariano - Principal, Leaf, Miele, Magnanelli, Fortunato & Engel, LLC
Alan Alexander - Chief Operating Officer, Jackson Thornton & Co.,P.C

This session is onsite only. A working session with firm managers of accounting firms with 26-49 people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today. Participants will be provided opportunities to connect with others in firms about the same size or those looking to grow their firms. Time is intentionally allocated for the asking and answering of questions and exchange of experience.

6/11 4:45PM6:00PM

FMA1908. Breakout by Firm Size Sessions: 50-75 People

Jane Johnson - CPAFMA Chair, Principal/Firm Administrator, Grimbleby Coleman CPAs
Jeanie Price - Partner & Director of Administration, DeLeon & Stang, CPAs and Advisors

This session is onsite only. A working session with firm managers of accounting firms with 50-75 people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today. Participants will be provided opportunities to connect with others in firms about the same size or those looking to grow their firms. Time is intentionally allocated for the asking and answering of questions and exchange of experience.

6/11 4:45PM6:00PM

FMA1909. Breakout by Firm Size Sessions: 76-110 People

Robert Biddle - Principal, Bowman & Company LLP
Sharon Trabbic - Chief Operating Officer, William Vaughan Company

This session is onsite only. A working session with firm managers of accounting firms with 76-110 people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today. Participants will be provided opportunities to connect with others in firms about the same size or those looking to grow their firms. Time is intentionally allocated for the asking and answering of questions and exchange of experience.

Wednesday, June 12 2019

6/12 6:30AM6:55AM

ENG19VCC3. Stop Overworking Prep, Comp, Review

Tyler Anderson - Manager of Audit Innovation, Accountability Plus

In this chat, we will dig into reasons firms tend to overwork prep, comp and review engagements along with some strategies and technology that can help get your firm delivering high quality financial statement services as efficiently as possible.

• Identify places where you might be overworking engagements
• Identify action steps to take to better balance quality and efficiency in these engagements

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 9:15AM9:40AM

ENG19WA01. AICPA & 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 - Optimist & Author
6/12 10:45AM11:10AM

ENG19TZ07. Let’s Connect Up! Improve your connection to clients to deliver better services (FMA, NAAATS, PST)

Don Emery - Director, Client Solutions, Doc.It

Many firms have a DMS (document management system), digital tools or workflow software. These tools improve internal productivity but don’t have a direct impact on the client experience with your firm. There’s power in connecting! The ‘Let’s Connect Up!’ tech demo will discuss key tools to consider to keep data safe, improve communications with clients, and save time and money: • Web Portal • PBC Lists • Encrypted Email • eSignature Learn how these tools work, and see how your firm and your clients can benefit from being better connected. When we CONNECT easily and securely with our clients to gather data, obtain approvals and to deliver our finalized reports, client satisfaction increases and loyalty grows.

6/12 10:45AM11:10AM

ENG19SC03. Sponsor Chat Lobby: Paychex

Jessica Battaglia - Human Resources Consultant, Paychex
Margie Bassford - Human Resources Consultant, Paychex

Join Paychex HR Professionals in an online chat, where you can submit questions and stay informed as Paychex responds to inquiries about solutions that help make payroll, HR, benefits, and insurance simple for your clients. (Not eligible for CPE).

6/12 11:30AM12:45PM

FMA1911. Email Extinguisher: Simple Steps to Shrink the Inbox

Marcey Rader - Productivity Consultant and Speaker, Work Well. Play More!® Institute

Do you have an inbox full of emails and don't know where to start? Do you use your inbox as your task list? Get the tools you need to break out of email jail. This session focuses on email behaviors and shortcuts for G Suite and Outlook users.

'I’ve seen major improvements in the last month after attending Email Extinguisher. I left feeling validated with tangible tools to help improve my day-to-day work. The workshop felt like church to me, saying “amen” and “Hallelujah” after each statement.' T. M. Senior Clinical Trial Manager, Vertex Pharmaceuticals.

Learning Objectives:
1) Overcome email anxiety and addiction
2) Shrink your inbox with rules, filters, and newsletter organization
3) Communicate effectively to shut down with Inbox Zero

6/12 11:30AM12:45PM

FMA1912. The Alien Invasion: Non CPAs in our CPA World

Sandra Wiley - President, Boomer Consulting,Inc.

If you thought the world of talent development was complicated before, we are reaching new heights of complexity today as we are front and center to the alien invasion of non-cpas entering our space. In this session we will unwind the complex, and move you and your firm to a talent advantage. Don't worry about this change in our world, get excited about the prospects that are ahead of you and develop an action plan for your return home.

Learning Objectives:
1) You will identify the mindset needed to take advantage of new talent that will make your firm amazing.
2) You will develop a specific action plan for your return home including strategy and accountability.

6/12 12:55PM1:45PM

ENG19NL01. Endgame: Preparing Your Firm for Imminent Change (FMA, EDG, PST)

Bastiaan Kniphorst - Vice President Product Management, Tax and Accounting, Research and Learning, Wolters Kluwer
Jim McGinnis - EVP & General Manager, Wolters Kluwer

According to a recent survey, only 25% of accounting firms are extremely confident in their ability to keep up with the pace of change. But the long-predicted changes are already having an impact on the accounting profession. How did these changes occur so quickly, and what can accounting professionals do to keep up? In this 50 minute lunch and learn, we’ll discuss:
• The pace of change: Exponential changes in technology
• The impact of ignoring change
• Innovation: Technologies on the horizon
Attendees will come away from this session with a clear view of what’s ahead and an action plan for coping with change.

Learning Objectives:
1) Understand the impact of exponential change in technology and how it will affect the accounting profession.
2) Identify new technologies now available to accounting firms that will enable firms to adapt to the changing landscape.

6/12 12:55PM1:55PM

FMA19NL04. This Ain’t Your Mama’s Culture and Awards Lunch

Ryo Zsun - Culture Maestro, Zappos Inc.

At Zappos, like accounting firms throughout the country, they’ve learned that hiring the right people is crucial to creating a fun and unique working environment. Hear more about how to build the culture your firm needs to thrive. Speaking of cultures, CPAFMA will be presenting two annual awards during this lunch, our Firm Manager of the Year Award and our Emerging Leader of the Year Award.

6/12 1:55PM2:45PM

FMA1913. Shifting to a Learning Culture

JoAnn C. Labbie - Team Development Strategist , CLO

We are living in face paced changing world which is impacting our cultures and the learning environment. We will review strategies for strengthening learning, so we are building capacity at all levels. We will explore new best practices and actions for everyone to consider.

Learning Objectives:
1) Define learning culture and successful learning organizations
2) Discuss tips, tricks, and transitions
3) Outline factors necessary for a successful change
4) Discuss what is working and what is not working with our firms

6/12 1:55PM2:45PM

FMA1914. Delivering Impact Through Diversity

Joanne Y. Cleaver - President, Wilson-Taylor Associates Inc.

The “Diversity & Inclusion Dividend” can propel top and bottom line results when your firm aligns its investment in diverse talent with growth goals. Drawn from the professionals’ only annual research about diversity and inclusion, these best practices show how to extract a measurable “return on inclusion.”

Based on case studies and best practices, takeaways from this session include: how to formulate a winning and sustainable diversity strategy; how to align succession planning, training and partnership preparation with diversity and inclusion goals; and how leading firms are building competitive advantage with even small numbers of diverse staff.

Learning objectives:
1) Participants will learn what makes a good diversity strategy.
2) Participants will be able to determine why diversity and inclusion are more about leadership than management.
3) Participants will better understand their firm culture.

6/12 3:00PM3:50PM

FMA1915. Using Strategic Questions to Drive a More Successful Culture

Jeremy Clopton - Director, Upstream Academy

Do you know your strategic questions? Chances are you're struggling to overcome challenges: integrating millennials, effectively managing data, leveraging technology, moving the needle on innovation, etc. But it’s also likely you are focused on the wrong questions. Rather than taking the traditional approach to these topics, Jeremy will encourage you to start with different questions. Through engaging discussion, humor and actionable takeaways, Jeremy will use the SQ Method to provide firms the framework they need to ask the right questions, get the answers they need, and build a more successful culture.

Learning Objectives:
1) Describe a methodology that focuses on questions to accomplish firm goals.
2) Understand how a culture of questioning can lead to innovation, growth, and overall success.

6/12 4:50PM6:05PM

FMA1916. How to Build a High Performing Culture

Bill Kaiser - Senior Consultant, High Performing Culture

While most organizations allow their cultures to evolve naturally, top-performing ones don't leave this to chance. They understand the profound impact their culture has on the performance of their employees and thus the performance of their organization. They're amazingly intentional and systematic about how they define, drive, and leverage the culture they want to have. We show you how to do just that.

Learning Objectives:
1) A practical, actionable, no nonsense program designed to give participants the tools to leverage their corporate culture as a distinct competitive advantage.
2) The difference be a "good culture" and a "high performing culture" -Why behaviors are more important than values
3) How to "institutionalize" your culture

Thursday, June 13 2019

6/13 6:30AM6:55AM

ENG19VCC5. Recent financial fraud activity: What can be done to prevent it?

Brian Fox - President and Founder,

Description: An alleged $10 million fraud this past fall involving the parent company of Newsweek involved the creation of a fictitious auditor along with fake financial statements. In another recent fraud, a Pennsylvania church administrator is accused of scamming more than $1.2 million from his employer, in part by creating fake audit reports to deceive the church’s board of trustees. Unfortunately, similar frauds are more common than you think as it can be too easy to manipulate financial information, and most aren’t covered by the media. These cases and others like it highlight the need for protection against bogus audit reports, but what can be done to prevent it from happening? Join us as we discuss how financial fraud is occurring and steps you can take to protect your firm and clients.

Learning Objectives:

1) Identify ways financial fraud is occurring
2) Describe the impact and cost of fraud
3) Determine steps you can take to protect your firm and clients’ businesses

6/13 6:30AM6:55AM

ENG19VCC6. CPAFMA: Connecting in Ways to Reveal the Way Forward

Ann White - Regional Human Resources Manager, BDO USA LLP
Joyce Arthur - Alliance Client Services Support Manager, BDO Alliance USA
Sharon Trabbic - Chief Operating Officer, William Vaughan Company

This virtual coffee will provide the Conference’s virtual attendees with some insights as to CPA Firm Management Association and the role of the firm manager and what it means to firms today and how the position and professional can connect to reveal future growth and success of the firm, regardless of firm size.
Learning Objectives:
1) Participants will understand the role the firm manager/COO plays in a CPA firm.
2) Participants will be able to determine when a firm is ready for a firm manager/COO.
3) Participants will be able to evaluate the responsibilities a firm manager/COO should be responsible for based on firm size.

6/13 7:00AM8:00AM

It's a Beach of a Breakfast

This breakfast session will feature the "Top Ten" reasons to join firm managers from throughout the country in 2020 as top issues and opportunities will be addressed through educational and networking offerings.

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

FMA1918. Lean CPA Firm Operations

Roman H. Kepczyk - Director of Firm Technology Strategy, Right Networks

Lean Six Sigma consultations within the accounting profession primarily focus on process improvement within the firm's tax and assurance practices, often overlooking internal operations where there is a trove of production efficiency and financial benefits. Lean CPA Firm Operations will explain how Lean Six Sigma methodologies can improve your firm's Practice Management, Internal Accounting, Payroll and Information Management processes to streamline your internal operations.

Learning Objectives:
1) Clearly understand Lean Six Sigma consulting methodology with an explanation of practical tools and resources that you can apply immediately within your own firm
2) Walk through the firm's internal operations to identify key areas where Lean processes will improve your firm's administrative processes.

6/13 9:30AM10:45AM

FMA1917. How to Use a Talent Assessment to Hire for Culture Fit

Jeremy S. Wortman - Dr., HRD Initiatives

As the accounting profession continues to become more competitive; hiring the right person for the role is a business imperative. With turnover rates soaring as high as 150 - 200% of an Associate’s first year’s annual salary, hiring for culture/talent fit is just as important as their technical fit. To help mitigate the likelihood of a poor hire and costing your firm more money than it needed to, you MUST use a validated assessment in the hiring process. The truth is, there are so many assessments in the market that you may use the wrong tool for the job which could result in a poor hire and/or open your organization to LEGAL RISK. This session will provide you with the information needed to accurately and legally use a talent assessment in the selection process. Not only will you will leave the session with clear guidelines on how to select the right instrument and how to use it in your selection process (as well as the rest of your talent management efforts) – you will be exposed to a very robust tool that accomplishes this mission for your firm.

Learning Objectives:
1) Recognize the legal parameters in using a talent assessment in the selection process.
2) Summarize the four criteria needed to accurately use a talent assessment in the selection (and entire Talent Management) process.
3) Analyze and evaluate how they can use a talent assessment within their firm.
4) Create a strong case for the implementation of a talent assessment within their firm's selection (and Talent Management) process.

6/13 11:15AM12:05PM

FMA1919. Unscripted: The Role of Improv in Developing High-Performing Teams

Christine M. Hollinden - Principal, Hollinden | marketers + strategists

A team of professionals who seamlessly rise to any challenge—perhaps the elusive goal of managing partners everywhere. Yes, achieving this at your firm can feel like a pipe dream, particularly when today’s business environment eschews a one-size-fits-all mentality. Here’s the thing: it starts with making each team member feel valued and engaged. And, this often calls for going off-script…just like in an improv comedy routine. In this energetic and interactive session, we’ll discuss the six improv-inspired factors that influence learning and their role in developing high-performing teams. Together, we’ll explore how skills are learned and formulate ideas to take back to your firm. You’ll even have the chance to practice some improv of your own!

Learning Objectives:
1) Explore the six factors that influence learning and development.
2) Get practical tips for implementing strategies to engage individuals and form high-performing teams.

6/13 11:15AM12:05PM

FMA1920. The Legal View of Being Non-Politically Correct

David Miklas - Owner, Law Office of David Miklas,P.A.

What happens if the boss say something that is not Politically Correct? Is it different if an employee does it? Can you be sued for discrimination or harassment? How do federal employment laws impact what can be said at work? Attendees will learn about the Equal Employment Opportunity Commission, the National Labor Relations Act, and various federal laws, including Title VII of the Civil Rights Act.

Attendees will learn:
1) How to analyze verbal and written statements (including email and text messages) that may not be politically correct; and
2) How the employer (e.g., a CPA firm) should respond when they receive a complaint about comments that are not politically correct, or uncivil, or otherwise inappropriate.

6/13 1:15PM2:30PM

FMA1921. Is Leadership Going Soft?

Judy Hoberman - President, Selling A Skirt

Study after study has shown that soft skills are vital in helping individuals and businesses succeed. According to a recent report from Boston College, Harvard University, and the University of Michigan, training in soft skills such as communication and problem solving can raise productivity and retention by 12 percent and deliver a 250 percent return on investment. But how can you develop your soft skills, and use them to your advantage? Adapting to the change in leadership skills starts with the culture of the company. During this session, you will hear about how soft skills can help set you apart and give you a competitive edge in the workplace while also discovering the seven essential qualities of leadership that are so important in our daily lives.

Learning Objectives:
1) Discovering ways to see the soft skills from a different vantage point
2) Understanding the characteristics of effective leadership How to redefine the climate if you can't change the culture

6/13 2:45PM4:00PM

FMA1922. Data Driven Firm Automation Panel

Roman H. Kepczyk - Director of Firm Technology Strategy, Right Networks
Darrell Williams - Director of Information Technology, Katz, Sapper & Miller
Daniel Cohen-Dumani - Parner, Withum, Smith & Brown

Big data is having a profound impact on the accounting profession and CPA firms are utilizing data analytics applications, machine learning and robotic process automation. This session will discuss actual utilization of these technologies within accounting firms and and overview of where these technologies are going.

Learning Objectives:
1) Hear firsthand examples of data analytic and dashboard tools, automated production processes use machine learning and robotic process automation being implemented in CPA firms today
2) Understand the process the panelists went through to evaluate and implement applications

6/13 4:15PM5:05PM

FMA1923. 50 Ideas in 50 Minutes

Robert Biddle - Principal, Bowman & Company LLP

We come to events like this not only to hear great speakers and interesting topics, but to connect with our peers for those rare opportunities we get to see them face to face. It's nice to see old friends, but we also like to hear what new and innovative things those friends are doing at their firms. Well, here is a chance to get all of those ideas - at least fifty of them in less than an hour. Join us for this moderated session to hear innovative ideas in practice management in a quick and fun format. Everyone attending will receive value from their participation - whether it is contributing an idea(s) or taking one or more home with them. You won't want to miss this session!