Sessions | AICPA ENGAGE 2019

Monday, June 10 2019

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 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 8:00AM9:15AM

EDG1901. Freedom to Fail

Kristen Rampe - Owner, Kristen Rampe Consulting

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

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

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

6/11 9:30AM10:20AM

EDG1902. Lose the excuses, reach the results!

Kelly Ward - CPA, Robinson & Ward,PC

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

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

6/11 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

EDG1903. The Power of Focus

Michael Elliott - Principal, DittrickCPA

Sure, it feels great to be all things to all people, but is that the best way to really use your gifts and talents? Join Michael as he explores this topic and gives specific examples of wonderful success when he has chosen to specialize and tremendous failures when he has chosen to try to serve everyone in every way. This session will make a strong case for choosing to become a specialist in your firm, your hobbies and your life.

Learning Objective:
1) Understand the power of focus and what specializing can mean for you in your life and business.
2) Understand the process of beginning to focus in your life.

6/11 11:20AM12:10PM

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

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

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

Learning Objectives:
1) Define unconscious bias Identify the unconscious biases that might be driving you
2) Create an action plan to combat the unconscious biases in you, your team and your organization

6/11 1:25PM2:40PM

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

Donna Salter - Faculty, Intend2Lead

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

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

6/11 1:25PM2:40PM

EDG1905. Courageous Authenticity

Joshua Lance - Managing Director, Lance CPA Group

Courageous Authenticity is the practice of leadership that is transparent, vulnerable, and honest with those we lead. It checks our egos at the door and through acts of mutuality and community, we can learn, lead and grow from each other. Becoming a leader in the CPA profession involves making the proactive decision to redefine and reshape the profession and lead those who come after us. Being courageously authentic shapes how we lead in a collaborative fashion that values each other and the culture we develop as a result. By attending this session, you will gain insight on the practice of Courageous Authenticity, how to change how you lead and bring those concepts back to your firm or company.

Learning Objectives:
1) Be able to understand the concept of Courageous Authenticity as a leadership principle
2) Apply this concept in leading others.

6/11 3:40PM4:30PM

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

Rebekah Brown - Director of Development, MACPA/BLI

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

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

6/11 3:40PM4:30PM

EDG1907. Finding Your Unique Leadership Voice

Lori Liddell - Senior Manager, HORNE LLP

What type of leader do you aspire to be? Because all that you are and are not is best exemplified in your voice...but not your speaking style...the way you present yourself as a leader. Based on the book by Paul Larsen, attending this session will expose attendees to ways of developing their leadership voice, recognizing the voice that they already have and inspiring others to do the same.

Learning Objective:
1) Identify ways to develop and/or identify your unique leadership voice.
2) Find ways to help others develop their voice.
3) Determine when the voice needs to be adapted.

6/11 4:45PM6:00PM

EDG1908. Introduction to Well-Being

Rachael Smith - CPA, White Lodging

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

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

6/11 4:45PM6:00PM

EDG1909. Charismatic Communication and Powerful Presentations

Elizabeth Pittelkow-Kittner - Controller, Litera Microsystems

Interpersonal communication skills and effective presentations are crucial to job success and career advancement. This session will give you tips on how to be more charismatic in your presence and more engaging in your presentations! Everyone can hone their skills in charisma and communication. This session is highly applicable to professionals at all levels!

Learning Objectives:
1) Understand how to be more charismatic in your interactions
2) Learn immediately actionable tips for improving presentations and interpersonal communication

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

EDG1910. Defining your Version of Entrepreneurship

Mark Astrinos - Principal & Founder, Libra Wealth

Entrepreneurs have gained visibility in recent years. Recent studies have shown that almost 50% of millennials want to be entrepreneurs, but many never get to fulfill this desire because of risks or resources, whether real or perceived. The reality is entrepreneurship exists in many forms and can be achieved by those who desire it, whether you choose to start your own company, lead a new initiative within your company, get involved in your local community, or simply be a part of projects you find interesting. Our entrepreneurial and creative energy is what keeps us engaged at work, fuels self-development, challenges the status quo, and creates more freedom in our lives. Learning Objectives:
1) Understand the many forms of entrepreneurship that exist
2) Understand why your entrepreneurial and creative energy is one of our greatest resources.

6/12 11:30AM12:45PM

EDG1911. Leading Leaders

Mike Maksymiw Jr. - Partner, Marcum LLP

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

Learning Objectives:
1) The five primary leadership styles and how often to use each one
2) Skills and techniques to use to lead other leaders

6/12 1:55PM2:45PM

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

Jessica Iennarella - Forensic Accounting Supervisor, HSNO The Forensics Firm

Are you interested in learning how to more effectively utilize the personality traits inherent in those you work for and those who are working for you? This course is designed to address six common personality traits; three that are typically viewed as negative and three that are typically viewed as positive. You will be provided with guidance on how to identify and best work with those traits.

Learning Objectives:
1) Gain awareness of the benefits and pitfalls of six different personality traits.
2) Learn how best to work with those personality traits in those you work for and those who are working for you.

6/12 1:55PM2:45PM

EDG1913. How to Run a Meeting That Doesn't Suck

Bill Sheridan - Chief Communications Officer, Maryland Association of CPAs

Most meetings suck. They’re distractions. They’re unfocused. They start late and run long. Worst of all, they don’t accomplish anything. But it doesn’t have to be that way. It’s possible to hold better leadership team meetings that actually save time and increase productivity. Using the proven EOS process, Bill Sheridan will show you how to plan, run and follow up on a meeting that will help your team stay focused, solve issues and improve communication.

Learning Objectives:
1) Build a meeting agenda that’s timely, productive, and efficient.
2) Run a meeting that starts on time, ends on time, keeps people engaged, and solves problems.
3) Keep team members focused on accomplishing weekly goals and solving issues.

6/12 3:00PM3:50PM

EDG1914. High-Trust = High-Performance

Brent Forbush - Partner, Forbush and Associates

When our firms build a significant culture of trust, this leads to powerful performance and reduces friction and promotes cooperative behavior. Learn how to manage the eight “Oxytocin” building blocks of organizational trust which will lead to an increase release of Oxytocin. By building a culture of trust we reduce team friction and create an easier work environment. Firms that build a high culture of trust will see teams more engaged, more productive, and higher team member retention.

Learning Objectives:
1) Educate future team leaders and profession visionaries on the 8 components of a strong culture of trust.
2) Demonstrate through hands on activity the use of the 8 components to initiate a strong clear vision of trust from top down and bottom up.

6/12 3:00PM3:50PM

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

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

Stephanie Pickering - Senior Manager, McGee,Hearne & Paiz,LLP

Do you ever find yourself in a conversation where you missed important details because you were focusing on what you were going to say next? If so, you might need to enhance your listening skills! This interactive EDGE session will focus on the keys to great listening and how to build those skills to be a better boss, employee, and mentor.

Learning Objectives:
1) Understanding listening as a communication tool
2) Understanding passive versus active listening
Learning Objective - application of active listening.

6/12 4:50PM6:05PM

EDG1916. Vulnerability: Mental Wellness in the Workplace

Becca Shane - Accounting/Financial Reporting - Director/Manager, Hamilton Place Strategies

Being vulnerable at work can help inspire others to be vulnerable and ask for help when needed. Mental health issues cost companies and economies greatly. What can we do to mitigate the consequence of mental illness? How can you inspire your team to take time off when needed? Sometimes a day or two of mental rest is all that is needed to return more productive and engaged.

Learning Objectives:
1) Costs of mental illness
2) Strategies to mitigate costs and consequences of mental health at work

Thursday, June 13 2019

6/13 8:00AM9:15AM

ENG19K04. Stress-Testing America's Prosperity

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

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

6/13 9:30AM10:45AM

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

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

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

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

6/13 9:30AM10:45AM

EDG1918. Getting Stuff Done in Today's World

Renee Prince - President, Renee Prince CPA PC

Feel like your to-do list is never ending? Always working and, yet, nothing ever seems to get done? Come and learn some tried and true tips for getting stuff done in today's hectic paced world.

Learning Objectives:
1) Learn time and task management to get more done.
2) Learn to be better organized to ensure maximum effectiveness.

6/13 11:15AM12:05PM

EDG1919. Naked Organizations

Brian Kush - Principal, Intend2Lead

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

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

6/13 1:15PM2:30PM

EDG1920. Developing a Coaching Culture

Melisa Galasso - Owner, Galasso Learning Solutions LLC

This course will discuss how companies and firms can focus on using the concepts of coaching to improve engagement. In lieu of focusing on the establishment of formal coaching programs, this course will help your organization to incorporate the best practices in coaching (proactive listening, powerful questions, building trust, and holding space) into their day-to-day culture to create a powerful coaching environment where your team members will thrive.

Learning Objectives:
1) List the benefits of a coaching culture
2) Describe the key tenets of coaching

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

EDG1921. 7 Seconds for Success: Discover and Build Your Personal Brand

Jennifer Elder - President, The Sustainable CFO

Whether it is deliberate or not, you have a brand. Your brand is how your coworkers perceive you. It is developed from how you look, talk, and act. Your brand affects everything from how people respond to you, whether people want to work with you, whether you get the plum assignments, and whether you get that desired promotion. Discover what your current brand message is and how you can deliberately change or strengthen your brand.

Learning Objectives:
1) Develop an understanding of the components of a personal brand
2) Identify the current components of your current brand.

6/13 2:45PM4:00PM

EDG1922. Unleash Your Peak Performance Potential

Sarah Elliott - Principal and Co-Founder, Intend2Lead LLC

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

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

6/13 4:15PM5:05PM

EDG1923. Why do you want to be a manager? Tips to transition into your new leadership role

Louis Griego - Senior Manager, Sandia National Labs

Why do you want to be a manager? Tips to transition into your new leadership role. You may be considering becoming a manager or you’ve been recently promoted. This change will shift your career focus from being an individual contributor to leading a team. As our focus changes, so must our attitudes and skills. We’ll talk about the transition to management and leadership and talk about some practical tools and focus areas to springboard you forward in your leadership journey.

Learning Objectives:
1) Learn how to shift your focus when you become a manager
2) Learn manager vs. leader areas of focus for new managers
3) Learn tools to help you move into your new role

6/13 4:15PM5:05PM

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

Kari Hipsak - Manager, Association of International Certified Professional Accountants

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

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