Sessions | AICPA ENGAGE 2019

Saturday, June 8 2019

6/8 12:30PM6:00PM

PFP19101A. Building a Tax and Financial Planning Advisory Business Workshop - Day 1

Ted Sarenski - CEO, Blue Ocean Strategic Capital
Scott Sprinkle - Managing Member, Sprinkle & Associates LLC
Michael Goodman - President, Wealthstream Advisors, Inc.
Jean Luc Bourdon
Brooke Salvini
Ellen Bruno
Susan Tillery - President , Paraklete Financial,Inc.
David Stoltz

Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this. Stepping into an expanded role to offer tax and planning advisory services requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in tax and planning advisory services.

Get ready to:
• Learn about the future of services to individuals
• Explore numerous business models
• Learn from CPAs who have built practices that provide the highest client value
• Learn tips to effectively communicate with clients use case study examples
• Hear from compliance, technology and practice management experts
• Gain expert guidance you need to be successful in providing PFP services

Day 1 Topics Include:
• PFP Business Models: True Stories from Sucessful CPAs
• Regulatory and Compliance Issues

This workshop is not part of the all access pass, and will not be offered virtually.

Sunday, June 9 2019

6/9 7:00AM6:00PM

Registration Open

6/9 8:00AM5:00PM

PFP19101B. Building a Tax and Financial Planning Advisory Business Workshop - Day 2

Ted Sarenski - CEO, Blue Ocean Strategic Capital
Scott Sprinkle - Managing Member, Sprinkle & Associates LLC
Michael Goodman - President, Wealthstream Advisors, Inc.
Joel Bruckenstein - President, Technology Tools for Today (T3)
Jean Luc Bourdon
Brooke Salvini
Susan Tillery - President , Paraklete Financial,Inc.
David Stoltz
Deborah Fox

Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this. Stepping into an expanded role to offer tax and planning advisory services requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in tax and planning advisory services.

Get ready to:
• Learn about the future of services to individuals
• Explore numerous business models
• Learn from CPAs who have built practices that provide the highest client value
• Learn tips to effectively communicate with clients use case study examples
• Hear from compliance, technology and practice management experts
• Gain expert guidance you need to be successful in providing PFP services

Day 2 Topics Include:
• How to Get Started
• Practical Approach to Client Meetings
• Technology Topics for PFP
• Business Model Roundtables
• The Financial Planners' Retainer: A Compensation Model that Works
• Presenting and Communicating a Financial Plan to Your Clients
• Next Steps: Practical Advice from the Panel and Q&A

This workshop is not part of the all access pass, and will not be offered virtually.

6/9 1:00PM5:00PM

PFP19102. Igniting Your Team’s Performance Through Likability Levers

Arel Moodie - President, CSP - Art of Likability

In this highly interactive and engaging presentation your team will be taken to a new level that creates a working environment which breads productivity and positivity. By using “Likability Levers” to push your team forward, this presentation will bring to life hands-on, actionable strategies and new philosophies that are simple to understand, but most importantly quick, easy and fun to implement. This presentation will leave you with a deep understanding of what drives us as humans, so you can evaluate what drives your specific team and how to better connect with your clients. With this knowledge in hand, along with your “Likability Levers”, you can create and foster a working environment and client interaction outcomes that you have only dreamed about. We are going to laugh, we are going to learn and we are going to have fun, so you leave charged up and ready to make your dreams… YOUR REALITY!
Learning Objectives
1) Achieve a unique and new way of understanding around teamwork and client interaction that not only works…but THRIVES, and how most companies miss this crucial mark.
2) Gain brand-new insight into your current team regardless of how long you have worked together by learning to recognize what makes everyone tick, to immediately drive better communication and trust both internally and with clients.
3) Obtain strategy to create a more likable work environment where your team looks forward to showing up and doing their absolute best, thus creating a rock-solid foundation that allows your client service and satisfaction to soar and your revenue to rise. These are real-world solutions that drive quantifiable outcomes for how your team works together to create a better hiring process, better work environment and ultimately a better experience for your clients.

6/9 1:00PM5:00PM

NAA19101. FASB ASC 606: Mastering the Mechanics

Lynford Graham - Visiting Professor, Bentley University
Tom Groskopf - Technical Director - CPEA, Barnes Denning

Top impact areas of the revenue standard (FASB ASC 606) will be explored in depth. Lessons and insights from organizations already implementing FASB ASC 606 will be leveraged to provide attendees with practical advice on complying with the more relevant aspects of the revenue standard. Case studies and examples will be extensively employed to illustrate key principles and concepts. In addition, relevant audit considerations at the risk assessment, performance, and evaluation phases of the audit will be covered.

Learning objectives:
1) Gain a deeper comprehension of and ability to implement key FASB ASC 606 principles and concepts
2) Learn best practices for auditing the implementation of FASB ASC 606

6/9 1:00PM5:00PM

EST19101. Basic Estate Planning Workshop

Paige Goepfert - Director, Andersen Tax LLC
Missia Vaselaney - Attorney, Taft Stettinius & Hollister, LLP
Gary Zwick - Partner, Walter Haverfield LLP

This workshop will provide a foundation in estate planning that you cannot get elsewhere. You will:
1. Hone your skills in communication, networking and building client rapport
2. Build your basic knowledge through practical applications of wills, trusts, property law and estate planning concepts — the knowledge foundation a practitioner needs to succeed in an estate planning practice.

6/9 1:00PM5:00PM

EST19102. Basic 1041 and Trust Accounting Income

Steve Siegel - President, The Siegel Group
Jackie Patterson - Partner, Buchanan & Patterson,LLP

This session will address the preparation of IRS Form 1041 (Fiduciary Income Tax) and will describe how the Form is completed to report the income and deductions of trusts and estates. Discussion will include the distinctions between trust accounting income and principal and will highlight how the 2017 Tax Cuts and Jobs Act has impacted the income taxation of trusts and estates.

Learning Objectives:
1) Gain an understanding of the detailed preparation of IRS Form 1041.
2) Learn how to identify and distinguish trust accounting income and trust accounting principal.
3) Determine the impact of the 2017 Tax Cuts and Jobs Act on the income taxation of trusts and estates.

6/9 5:10PM6:00PM

EST19103. What You Can Tell Your Clients About TCJA (Complimentary)

Lisa Featherngill - Head of Legacy and Wealth Planning, Abbot Downing
Robert Keebler - Partner, Keebler and Associates, LLP
Paul Lee - Global Fiduciary Strategist, Northern Trust Company

Hear top tips from Paul Lee, Bob Keebler and Lisa Featherngill for advising clients about the opportunities and potential pitfalls arising from the new tax law.

Learning Objectives:
1) Participants will learn ideas for clients to manage income taxes under the new law.
2) Participants will learn ideas for clients to utilize the temporarily doubled gift/estate/GST exclusion under the new law.

6/9 5:10PM6:05PM

PFP19103. Personal Financial Planning Forum: Deep Discussions on Timely Topics (Followed by the Presentation of the Standing Ovation Award Winners)

Jump-start your Advanced Personal Financial Planning Conference experience by gathering with your peers in small group discussions to talk about real issues you’re facing in practice. Round-table discussions will be organized by topic and facilitated by PFP subject matter experts. Attendees will walk away with:
- Critical insight as to how challenges you’re facing today are being addressed by your peers
- Expanded relationships within the PFP community
- Guidance on how to use the PFP community and resources to help you in your practice

6/9 6:00PM7:30PM

Welcome Reception

Monday, June 10 2019

6/10 6:30AM7:00PM

Registration Open

6/10 7:00AM7:50AM

EST19ER01. Running the Numbers

Steve Bigge - Partner, Keebler and Associates, LLP

While the increased estate tax exemption has virtually eliminated all taxpayers from being subject to the estate tax, there are still some non-estate tax reasons for engaging in various estate planning techniques. During this session, we will discuss the following estate planning techniques and outline ways to make them more effective.
• Tax exclusive nature of gift taxes
• Leveraging of the GST exemption
• Grantor Retained Annuity Trusts (GRATs)
• Installment sales to Intentionally Defective Grantor Trusts (IDGTs)
• Self-Canceling Installment Notes (SCINs)
• Private annuities

Learning Objectives include:
1. Understand the importance of running the numbers in developing and communicating planning techniques for clients
2. Discover ways to minimize income, estate and gift taxes
3. Recognize methods to maximize benefits to children and family
4. See how to take full advantage of the currently low interest rates

6/10 7:00AM7:50AM

NAA19ER01. Protecting the Privacy of Critical Data

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

An organization's data is oftentimes thought of as its most valuable asset, yet many entities struggle when it comes to protecting that data. This is especially true when it comes to the personally identifiable data of customers, trading partners, and employees. This session will explore the topic of data protection and provide attendees with a greater appreciation of the potential difficulties one may encounter when attempting to create a data protection strategy, data handling procedures, control activities, and the types of technical tools available in the market about which CPAs should be aware.

Learning objectives:
1) Leave participants with an in-depth understanding and increased appreciation of the challenges organizations face when designing and implementing a robust data protection strategy and methods
2) Provide participants with recommended steps for identifying an organization's critically important and most valuable data, identifying the types of controls that can help protect the integrity and privacy of that data, and technologies available in the market that can help prevent and detect data breaches and related data losses

6/10 7:00AM7:50AM

NAA19ER02. CECL Implementation

Barry Pelagatti - Partner, RKL LLP

This session will provide an update on the status of CECL, and the evolving best practices related to the implementation, integration and internal control being utilized to achieve a proper transition from current GAAP to the new standard.

You will receive critical information related to:
The necessary team members that need to be involved; impact in your internal controls; critical elements when using a third party; and how to discuss the new model with your auditors.

Learning objectives:
1) Achieve a better understanding of the various methodologies in place under the new guidance
2) Achieve a better understanding of how the new CECL model can impact your ICFR environment for SOX purposes

6/10 7:00AM7:50AM

PFP19ER01. Health Care Costs

6/10 7:00AM7:50AM

EST19ER02. Basic Estate Planning Q&A

Paige Goepfert - Director, Andersen Tax LLC
Missia Vaselaney - Attorney, Taft Stettinius & Hollister, LLP
Gary Zwick - Partner, Walter Haverfield LLP
6/10 7:00AM7:50AM

PFP19ER02. Alternative Fee Structures

Matthew Jackson - Director, Simon-Kucher & Partners

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

6/10 7:00AM7:50AM

PFP19ER03. Integration of Behavioral Finance with Options

Michael Turvey - Senior Strategist, TD Ameritrade Institutional

Financial advisors have long used options to create specific outcomes for clients, whether they be income-oriented or to protect capital. This session will focus on how specific strategies and simplifying complex concepts can be useful in shaping investor behavior. Learning Objectives:
1) Explain how options can create defined outcomes in portfolios
2) Identify strategies that positively influence investor behavior

6/10 7:00AM8:00AM

Continental Breakfast

6/10 7:50AM8:00AM

Transition Break

6/10 8:00AM9:15AM

NAA1901. AICPA Professional Update

Sue Coffey - Executive Vice President, Association of International Certified Professional Accountants
6/10 8:00AM9:15AM

PFP1901. Economic Update

Anirban Basu - Chairman and CEO, Sage Policy Group, Inc.

This presentation provides detailed discussions of global, national and regional economies using the most up-to-date data available. Special attention is invested in critical elements of economic life, including the performance of financial, labor, and real estate markets. At the end of this presentation, audience members will:
1) Understand the myriad ways in which global economic dynamics are impacting the U.S. economy.
2) Understand which industries are expanding the fastest in America.
3) Understand how policymaking continues to shape economic outcomes in the U.S.
4) Understand the primary sources of risk to the current expansion cycle.
5) Understand key factors shaping the U.S. economic outlook in the near and far terms.

6/10 8:00AM9:15AM

EST1901. Estate Planning Update

Andy Katzenstein - Partner, Proskauer Rose LLP
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 8:00AM12:00PM

FMA19101. Talent Management Workshop: Evaluate and Build/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 9:15AM9:30AM

Transition Break

6/10 9:30AM10:45AM

EST1902. Planning for the Non-Taxable Estate

Paul Lee - Global Fiduciary Strategist, Northern Trust Company

This presentation will discuss how tax advisors should tell their their wealthy (but not ultra-wealthy) clients who no longer have a Federal estate tax problem because of the very high (and temporarily doubled) applicable exclusion amounts. It will discuss estate and income tax planning techniques in light of estates of varying sizes, the risk of expiring exclusions, the “clawback” regulations, and state income and death tax considerations.

Learning Objectives:
1. When (and how) should clients make large taxable gifts?

2. How to build flexibility into client plans if tax laws change.

3. Techniques that maximize income tax savings when transfer taxes are no longer a problem.

6/10 9:30AM10:45AM

NAA1902. ASB Update

Bob Dohrer - Chief Auditor, Association of International Certified Professional Accountants
Tracy Harding - Principal, BerryDunn
Mike Santay - ASB Chair, Grant Thornton LLP

The Auditing Standards Board Chair will discuss recently issued standards for audits (SASs) and attestation engagements (SSAEs). The discussion will also include the ASB’s active agendas including ongoing efforts to enhance the standard setters’ outreach to stakeholders regarding proposed standards and post-implementation reviews of issued standards. This session will feature a discussion of the current status of the ASB’s projects to: a) Revise and expand the auditor’s report, b) Enhance auditor attention on financial statement disclosures as part of the risk assessment process and throughout the audit, c) Revise the attestation standards to enable a practitioner to perform an examination, review, or agreed-upon procedures engagement without having to request a written assertion from the responsible party, d) Revise the auditor’s performance and reporting responsibilities with respect to ERISA audits, e) Explore potential changes to the audit evidence standard; and convergence efforts on estimates and auditor risk assessment.

Learning objectives:
1) Obtain an understanding of the standards recently issued by the auditing standards board
2) Obtain an understanding of projects currently underway at the auditing standards board and in the profession overall

6/10 9:30AM10:45AM

PFP1902. Retirement Assumptions

Mark Astrinos - Principal & Founder, Libra Wealth
Ted Sarenski - CEO, Blue Ocean Strategic Capital
Scott Sprinkle - Managing Member, Sprinkle & Associates LLC
Michael Goodman - President, Wealthstream Advisors, Inc.
Bob Veres - Editor, Inside Information

With 10,000 baby boomers retiring every day for the next decade, now more than ever is a critical time to give thoughtful consideration to the variables playing a role in retirement planning advice. This dynamic panel of experts led by moderator Bob Veres will actively explore how current client trends along with the changing landscape impact key assumptions including investment returns, inflation, longevity/life expectancy, spending (and changes over time) and Social Security.

Learning objectives:
1. Gather information about key variables and assumptions that impact clients who want to retire.
2. Uncover the latest methodology and studies which lead to informed assumptions.
3. Gain knowledge as to what your peers and other leading professionals are planning for in retirement forecasting.

6/10 9:30AM10:45AM

PFP1903. Financial Planning Software

Joel Bruckenstein - President, Technology Tools for Today (T3)

There is a revolution taking place in how advisors provide financial planning advice to clients, and how financial planning software is evolving. Join FinTech expect Joel Bruckenstein, and a panel of industry experts as they discuss the evolution of financial planning advice and the software that supports it. Objectives:
1) Learn about the changes taking place in how financial planning advice is provided.
2) Understanding the challenges that the next generation of clients wants advisors to solve for
3) Explore new financial planning techniques 4. Understand how software is evolving to support the evolution of financial advice

6/10 9:30AM10:45AM

PFP1904. Building Your Practice With 529 Plans

Brian Boswell - President, Founder, 529 Expert,LLC

Higher education is the number one concern of parents even before their own retirement. More than ever, financial professionals are expected to be able to help clients plan for the future of their children's education as well as themselves. This session will cover 529 plans at a high level before diving into estate planning techniques, tax planning, financial aid considerations, and networking via college funding discussions to help build your practice and deepen your client relationships. By the end of this session you should be able to:
1) explain the benefits of 529 plans relative to alternative college savings vehicles, their tax benefits, the need for college planning
2) how to effectively use five-year forward funding to remove assets from the estate of the client, generation-skipping tax concerns, and networking possibilities using 529 college savings plans.

6/10 9:30AM10:45AM

PFP1905. Factors Affecting Valuations of Smaller Businesses

Chris Lucas - Owner, Lucas Valuation Group

In this session, we will discuss complexities associated with valuation of small and lower middle market businesses in the context of the business owner’s objective to monetize wealth stored in the company. We will consider an overview of appraisal methods, adjustments commonly required in small business valuations and issues that can interfere with realization of the appraised value in an actual sale transaction. This session is relevant to financial professionals who work with owner managed businesses. Key learning objectives are to develop and understanding of:
1) Important aspects of business appraisal methodology
2) Small business appraisal nuances
3) The relevance of personal goodwill and enterprise goodwill to business sale values
4) Other factors that influence business sale values

6/10 9:30AM10:45AM

PFP1906. Is that new insurance policy really suitable for your client? Your state insurance department may be the one asking!

Susan Bruno - Managing Director, Capital Wealth Advisors
Barry Flagg - President, Founder & Inventor, Veralytic
Martin Flaxman - Regional Director, Windsor Insurance
Marc Minker - Managing Director, CBIZ MHM,LLC
Michael Niemann - Executive Director, EY

New York recently issued a Best Interest Rule for life insurance that looks like a leading indicator for other states as well. This new Regulation 187 re-defines the meaning of “clients’ best interests” to be more like the AICPA Code of Professional Conduct. However, several of the largest life insurance producer groups are fighting AGAINST such a clients’-best-interest standard. Come learn how to use the NY Best Interest Rule as a “checklist” for “CPA-quality” advice about life insurance whether in New York or not. Learning Objectives:
1) Understand how the new suitability rules will HELP you and your clients
2) Become a proactive advisor even if life insurance is not your specialty

6/10 10:45AM11:15AM

Networking Break

6/10 11:15AM12:05PM

NAA1905. Peer Review - Part 1

Frances McClintock - Assoc Director- Peer Review Program, Association of International Certified Professional Accountants
Andrew Pope - Partner, Grant Thornton LLP

This session is Part 1 of a two-part session series. These sessions, which qualify for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources and other related developments.

Learning objectives:
1) Obtain an understanding of recent and upcoming changes in the peer review program guidance
2) Obtain an understanding of the current enhancing audit quality initiative areas of focus

6/10 11:15AM12:05PM

ENG1901. Estate Planning in the Modern Age (EST, PFP)

Jeff Levine - Director of Advisor Education, BluePrint Wealth Alliance / Kitces.com

In recent years, the rise of the Federal estate tax exemption has dramatically reduced the scope of “traditional” estate planning. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. In this session we’ll explore the paradigm shift in end-of-life tax planning, which has changed the focus from estate tax minimization, to basis management and planning to minimize income tax liability. We’ll also explore how the rise of the digital world has created a new wrinkle for estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.

Learning Objectives:
1. Describe the value of portability and the steps necessary to transfer a deceased spouse’s unused exemption amount (DUSEA) to a surviving spouse.

2. Discover common problems and solutions for dealing with estate tax “decoupling”.

3. Explore different end-of-life basis planning techniques.

4. Identify digital assets within a client’s estate.

5. Understand the key elements of RUFADAA, and how it controls a fiduciary’s access to digital assets within most states.

6/10 11:15AM12:05PM

PFP1907. Successes and Failure with Mergers

Philip Palaveev - CEO, The Ensemble Practice LLC

More and more firms are engaging in mergers and acquisitions as a strategy for growth and entry into new markets. Mergers can be a powerful strategy but they can also be an invitation for disaster. We will review the practical experience of the industry in identifying the right merger partners and facilitating integration.
1) Determine if engaging in a merger is the right strategy for your firm or practice
2) Developing criteria for the right merger candidates
3) Creating a strategy for successful integration

6/10 11:15AM12:05PM

PFP1908. Why Trusts (Still) Matter

Dan Rubin - Partner, Moses & Singer LLP

With a federal basic exclusion amount of $11,400,000 per person, and further inflation adjustments coming every January 1, the uninformed might wonder whether trusts are still relevant in planning. For the thoughtful and informed advisor, however, there is no question but that trusts remain the vehicle of choice for most clients. Consider, for example, that even beyond the scheduled sunset of this generous exclusion on January 1, 2026 (as well as the fact that a significant minority of states still impose estate taxes at much lower thresholds), trusts can protect against creditors, ensure professional investment management, limit overspending by immature beneficiaries, and allow the grantor to designate who might benefit from his or her largess. These points, as well as a number of other benefits to the continuing use of trusts in planning will be explored in detail in this session. Learning Objectives:
1) Attendees will learn how trusts can be beneficial in furthering clients' planning objectives, beyond simply saving estate and generation-skipping transfer taxes.
2) Attendees will learn the various alternative ways of structuring clients' trusts to achieve these planning objectives, including the positive and negative considerations for each such alternative.

6/10 11:15AM12:05PM

PFP1909. Practical Issues in Portfolio Structuring and Management: a Strategy Update

Lauren Minch - Director of Institutional Development, Wiley
Tom Trainor - Managing Director, Hanover Private Client Corporation

There have been many developments over the past decade in how private client investment portfolios are structured and how investments should be managed. These changes include an increase in the availability of asset classes that were previously only available to institutional investors.

This session will provide a theoretical framework for analyzing and structuring investments for private clients. It will include an update on a number of the developments and advances that have occurred, review the practical usage of some of the additional asset classes and discuss how, from a practitioner's perspective, these advances and asset classes can be implemented in advising private clients and managing their assets and investment portfolios.

This will be an intermediate to advanced session that will be of interest to asset allocators, investment managers and private client and family offices advisors.

Learning Objectives:
1) Update on developments and changes in the theory and practice of asset management for private clients.

2) Update on the availability and the practical usage of non-traditional asset clients for private clients.

6/10 11:15AM12:05PM

PFP1910. P&C Insurance Review for the Financial Planner

Patti Clement - Senior Vice President, Hub International

As a financial planner, one of the many important aspects of a portfolio that needs to be addressed with care is making sure clients and their families are properly insured to protect their homes, cars, most prized possessions, and overall current lifestyle. During this session, Patti Clement, Senior Vice President of leading global insurance brokerage, HUB International, will review the latest trends in the personal insurance property and casualty market; how to work with your customers to ensure they have the right coverage to fit their unique needs; uncovering any hidden or commonly overlooked exposures; adapting to today’s current landscape including erratic weather patterns, the Me Too movement and much more. Learning Objectives:
1) A detailed overview of commonly purchased lines of insurance coverage for individuals.
2) Current state of the insurance marketplace for personal lines.
3) Insight on commonly overlooked exposures. - Case study examples of how working with the right insurance broker can greatly benefit a financial planner and in turn their customers.

6/10 11:15AM12:05PM

EST1903. Basic 706 Preparation: Common Errors

Mary Kay Foss - Owner, Mary Kay Foss CPA
Donita Joseph

Preparation of Form 706 is becoming a lost art. IRS inspects every return that is filed. You don't want to look like a rookie - prevent that by avoiding common errors.

Learning Objectives:
1. Identify presentation methods that clearly describe assets and valuation

2. Understand how recent developments affect Form 706 preparation.

6/10 11:15AM12:05PM

EST1904. Decanting

Kristen Simmons - Member, Oshins & Associates LLC
Courtney McCandless - Attorney, Oshins & Associates,LLC
Heidi Freeman - Member, Oshins & Associates,LLC

In the Decanting Session, the speakers will discuss how to utilize decanting to make trusts more efficient for creditor, estate and income tax purposes. Specifically, the speakers will discuss trust design that is most advantageous for creditor, income tax and estate tax protection, and how an otherwise irrevocable trust can be improved through decanting.

Learning Objectives:
1) Review the process of decanting and different state law approaches to decanting
2) Review what can and cannot be accomplished through decanting depending on state law.
3) Review optimal trust design for creditor, income tax and estate tax purposes
4) Review decanting case studies.

6/10 11:15AM12:05PM

EST1905. Advising Clients through Life's Toughest Times

Lisa Featherngill - Head of Legacy and Wealth Planning, Abbot Downing
Amy Jucoski - Managing Director, Legacy and Wealth Planning, Abbot Downing,Wells Fargo

You know what to do with money. How many times do you wonder what to say to the client? When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did. Understand how to answer the dreaded “bad news” phone call, the unique issues that your clients face, the differences between men and women, and the best ways to communicate at appointments and on the phone. Find out how to handle a crying client and whether the stages of grief are applicable. Gain skills to deal with irrational fears, bring humor into meetings, and help clients make wise decisions in the midst of loss. Walk away with practical, proven strategies that you can implement immediately.

Learning Objectives:
1. Learn the most important principles of grief support, what questions to ask a grieving client, and how to support clients in transition without intruding into their personal lives.

2. Reinforce the value of life insurance and gain some tips on introducing the topic to clients.

3. Understand why the “stages of grief” are insufficient knowledge and what to expect instead from grieving clients and family members.

4. Gain skills for handling client fears, establishing empathetic bonds, and building long-term loyalty.

5. Learn what to say at funerals and services to offer genuine comfort to clients.

6. Develop a variety of ways to supportively follow up in the year after a death in a client’s family, including what to write in a condolence card.

7. Discover how to check in with clients on the level and type of support you are providing.

6/10 11:15AM12:05PM

NAA1903. PEEC Update

Ellen Goria
6/10 11:15AM12:05PM

NAA1904. Business Combinations: Accounting and Auditing Issues

Joshua Forgione - Partner, Assurance Services, Ernst & Young LLP
Dan Langlois - Partner, KPMG LLP

Business combinations and the application of FASB ASC 805 is one of the more challenging and complicated areas of accounting and financial reporting. This session highlights some common and trickier issues that can arise when accounting for a business combination. In addition, the presenters will offer audit considerations for those issues and other key aspects of such transactions.

Learning objectives:
1) Gain an understanding of the application of the accounting literature to certain elements of a business combination
2) Comprehend certain common and challenging issues that arise during a business combination and how to properly account for them
3) Expand knowledge and skills related to business combinations

6/10 12:05PM1:30PM

Networking Lunch

6/10 1:00PM5:00PM

TAX19101. IRS WORKSHOP

Eric Green - Partner, Green & Sklarz LLC
Caroline Ciraolo - Partner, Kostelanetz & Fink LLP
Robert McKenzie - Lawyer, Saul EwingArnstein & Lehr LLP
Bryan Skarlatos - Partner, Kostelanetz & Fink,LLP

As IRS enforcement becomes more automated, the need for trained representatives who know what to do and when to do it has never been greater. This panel will cover the mechanics of representing taxpayers before the IRS, including Exam, Appeals and Collections, so that attendees can identify and understand when taxpayers need help, and how to go about the process of helping them resolve their IRS issue. This session will be covered in 2 parts: 1:00 - 3:00 pm: Part 1 - Examinations and Appeals (Bryan Skarlatos and Caroline Ciraolo will be covering) 3:00 - 5:00 pm: Part 2 - IRS Collections (Eric Green, Robert McKenzie and Paul Mamo, IRS Director of Collections).

Learning Objectives:
1. Understand the examination process
2. Identify opportunities to challenge an examiners findings
3. Explain the process for appealing from an IRS examination
4. Understand the IRS collection process
5. Explain the options taxpayers have to resolve an outstanding tax debt

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 2:00PM4:30PM

Corporate Social Responsibility Activity

Begin your Summit experience by helping those who are less fortunate. AAM will be partnering with Clean the World who recycles and repurposes discarded hotel soap and toiletries by sanitizing the supplies and sending them to organizations and countries in need. Participants will assemble hygene kits. The $30 registration fee will be used to cover the non-donated supplies involved in the kit assembly.

* This event is open to all AICPA ENGAGE particpants

6/10 2:45PM3:45PM

Ask the Experts Networking & Exhibit Hall Break

6/10 3:45PM4:35PM

PFP1912. Thinking Differently about Diversification

Larry Swedroe - Director of Research, Buckingham Strategic Wealth and the BAM Alliance

The 1992 Journal of Finance publication of Eugene Fama and Kenneth French’s seminal paper, “The Cross-Section of Expected Stock Returns,” changed the way we thought about the diversification of portfolios. Prior to then, investors had lived in a single-factor world, with market beta as the sole equity factor. Market beta measures the sensitivity of the equity risk of a stock, mutual fund or portfolio relative to the risk of the overall market. Today, there are 600 factors identified in financial literature. How do we know which ones we consider for investment? This presentation will give you some tools to help understand and explain this brave new world of factor-based investing. The presentation is based on the book by Larry Swedroe and Andrew Berkin, "Your Complete Guide to Factor-Based Investing." This session will provide attendees with not only the factor criteria of diversification, but also the factors that meet the criteria. Participants will learn the characteristics of high-quality stocks and time series momentum.

6/10 3:45PM4:35PM

PFP1913. Alternatives for LTC Options

Chris Means - Principal, Pinnacle Planning, LLC

This session will educate on Long Term Care (LTC) insurance. Topics will include LTC basics, costs for care and policy types. This topic is very timely as the media gives it much attention and clients are asking about this type of coverage. Much time will be spent on hybrid policy types as this is the fastest growing and most requested type of coverage. Learning Objetives:
1) Attendees will learn the basics of LTC insurance.
2) Attendees will get root knowledge to be able to communicate the need for LTC coverage and solutions to meet their needs and objectives.

6/10 3:45PM4:35PM

ENG1902. Dealing with Grieving Clients (EST, PFP)

Amy Florian - CEO, Corgenius

You know what to do with money. How many times do you wonder what to say to the client? When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did. Understand how to answer the dreaded “bad news” phone call, the unique issues that your clients face, the differences between men and women, and the best ways to communicate at appointments and on the phone. Find out how to handle a crying client and whether the stages of grief are applicable. Gain skills to deal with irrational fears, bring humor into meetings, and help clients make wise decisions in the midst of loss. Walk away with practical, proven strategies that you can implement immediately. Learning Objectives:
1) Learn the most important principles of grief support, what questions to ask a grieving client, and how to support clients in transition without intruding into their personal lives.
2) Reinforce the value of life insurance and gain some tips on introducing the topic to clients.
3) Understand why the “stages of grief” are insufficient knowledge and what to expect instead from grieving clients and family members.
4) Gain skills for handling client fears, establishing empathetic bonds, and building long-term loyalty.
5). Learn what to say at funerals and services to offer genuine comfort to clients.
6) Develop a variety of ways to supportively follow up in the year after a death in a client’s family, including what to write in a condolence card.
7) Discover how to check in with clients on the level and type of support you are providing.

6/10 3:45PM4:35PM

ENG1903. Roth IRA Conversion After the TCJA (PFP, EST)

Steve Bigge - Partner, Keebler and Associates, LLP

With the passage of the TCJA, Roth IRA conversions have once again become popular. While many professional advisors know about the basic rules of Roth IRAs, they do not understand the economic/tax intricacies associated with them. Unfortunately, failure to understand the mathematical fundamentals of Roth IRA conversions can lead to making disastrous decisions. However, with a good working knowledge of the quantitative “forces” which impact Roth IRA conversions, professional advisors will be able to give cogent, straightforward advice to their clients.

Learning Objectives:
1. Reasons to convert to a Roth IRA
2. Taxation of Roth IRA conversions
3. Taxation of Roth IRA distributions
4. Mathematics of Roth IRA conversions
5. Recharacterizations
6. Estate tax considerations
7. “Stretch” Roth IRAs • Using insurance to preserve post-death “stretch-out”
8. Tax-sensitive withdrawal strategies

6/10 3:45PM4:35PM

EST1906. Intra-Family Loans and Notes

James Hogan - Managing Director, Andersen Tax

Transfer tax issues pertaining to loans between family members. What practitioners should be aware of and what the Internal Revenue Service looks for when examining intra-family loans.
1. What provisions should be included in notes between family members.
2. What issues need to be addressed after the note is executed.

6/10 3:45PM4:35PM

EST1907. To be Announced

6/10 3:45PM4:35PM

NAA1906. Accounting for Employee Compensation - Unique Awards

Jeremy Dillard - Partner, SingerLewak LLP
Mike Austin - CPA, Sr. Technical Manager, Association of International Certified Professional Accountants

This session will provide a summary of recent GAAP changes for shared-based payments as well as discuss examples based on requests submitted to the AICPA technical hotline (such as, profits interests, stock options, etc.).

Learning objectives:
1) Attendees will understand the recent GAAP changes for share-based payments
2) Attendees will understand how to apply the current GAAP to common situations

6/10 3:45PM4:35PM

NAA1907. Independence Considerations and the Implementation of ASC 606

Toni Lee-Andrews
6/10 3:45PM4:35PM

NAA1908. Panel: Does Your Client Have to Adopt the Revenue and Lease Standards? An Alternative Solution

Mike Brand - Partner, Johnson, Feigley, Newton & Brand, LLP
Robert Durak - Director, Association of International Certified Professional Accountants
Julie Killian - Shareholder, Clayton & McKervey

Implementing the new revenue and lease accounting standards presents difficulties and commitments of resources which can be avoided by preparing financial statements under the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). For the great many private companies that are not required to follow U.S. GAAP, the FRF for SMEs is an ideal financial reporting option that produces financial statements that management and bankers can use and rely upon. Hear from a CPA practitioner who has converted clients to the FRF for SMEs and learn about those experiences, as well as what the FRF for SMEs is all about.

Learning objectives:
1) Gain a comprehension of the fundamental principles of the FRF for SMEs
2) Gain a comprehension of how the FRF for SMEs differs from other accounting frameworks
3) Learn how to transition financial statements to the FRF for SMEs

6/10 3:45PM4:35PM

PFP1911. How to Motivate and Retain Talent

Philip Palaveev - CEO, The Ensemble Practice LLC

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

6/10 4:35PM4:50PM

Transition Break

6/10 4:50PM6:05PM

PFP1917. New Life Settlement and Policy Valuation Best Practices Impacting Planners

Jon Mendelsohn - CEO, Ashar Group, Life Settlements & Policy Evaluation

Provisions in the Tax Cut and Jobs Act, compounded by a sustained period of low crediting rates, have thrust life insurance into the life settlement spotlight. Tax practitioners and other planners/advisors, that normally keep some life insurance issues at arm’s length, can now expect an increase in questions from their clients about life settlements. Here’s the good news: You don’t have to be a life insurance expert or hold a life insurance license in order to discuss life settlements with your clients.
1) IDENTIFY their clients in financial transition who may benefit from a life settlement.
2) INFORM their senior clients about the benefits of getting their life insurance policy appraised, using new SMV valuation methodology, prior to lapse, surrender, or transfer of their policy.
3) INCORPORATE life settlement best practices into their processes so that client best interests will be protected and potential liability/reputational risk for discussing life settlements will be mitigated.

6/10 4:50PM6:05PM

EST1910. Life & Death Tax Planning for Annuitites

Michael Kitces - Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group

As the use of annuities increases, particularly amongst baby boomers planning for retirement, professional advisors face more and more situations where they must properly report on and plan for annuity transactions. However, annuities are subject to unique rules of taxation. In this session, we will cover the income and estate tax treatment of deferred annuities during life and death, with a particular focus on the complex rules and significant areas of ambiguity that apply to post-death distribution requirements from deferred annuities, and including some of the latest IRS rulings! Learning Objectives:
1) Distinguish between the various types of annuities and, in particular, the various types of deferred annuities while pointing out the parties to the contract. -
2) Explain the tax treatment characteristics of deferred annuities while the owner is alive. List the exceptions to tax-deferral and how partial withdrawals differ from full surrenders.
3) Understand the tax treatment of deferred annuities upon death of the owner and how the estate tax is valued along with the post-death distribution requirements.
4) Define and explain how Income in Respect of a Decedent (IRD) works, when a deferred annuity gets a step-up in basis, and how post-death 1035 exchanges by beneficiaries work.
5) Be able to identify and address the unique, complicated problems that occur when a deferred annuity owner passes away.

6/10 4:50PM6:05PM

ENG1904. Selection of Trust Situs (EST, PFP)

Very few estate planners suggest out-of-state trusts to their clients. The presenter will explain the benefits of this planning and will show many of the benefits that can be achieved by using other states' trust laws in order to obtain more favorable creditor and divorce protection, state income tax savings, estate tax savings and greater flexibility to decant trusts to obtain many of these benefits and/or to make other changes.

Learning Objectives:
1. Learn why to use another state for trusts
2. Learn the differences among many of the more favorable trust jurisdictions

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

6/10 4:50PM6:05PM

EST1908. DNI Bootcamp

Jeremiah Doyle - Senior Vice President, BNY Mellon Wealth Management

Distributable Net Income (DNI) is the lifeblood of the distribution system applicable to trusts and estates. This session will begin by reviewing what DNI is, how it is calculated and why it is important. After reviewing three example of how DNI is calculated we will review how DNI is allocated between the trust/estate and its beneficiaries, how specific bequests are treated, the operation of the tier system and separate share rule, the Section 643(e) election and how capital gains are treated in the calculation of DNI. We will also discuss how income from pass-through entities owned by a trust/estate are handled for purposes of calculating DNI. This session is designed to give the practitioner a basic to intermediate understanding of the operation of the distribution system of trust and estate and how DNI is reported on the Form 1041 and the Schedule K-1.

Learning Objectives:
1. Learn the basic concepts in the calculation of DNI

2. Learn the rules for including capital gains in DNI

3. Learn how to calculate DNI and report it on the Form 1041

6/10 4:50PM6:05PM

EST1909. Charitable Gifts of Business Interests

Micaela Saviano - Art & Finance Tax Leader, Deloitte Tax, LLP

This session is an overview of the advantages of giving appreciated stock to charity, with considerable time devoted to the challenges and solutions when donors own S corporation stock or LLC interests.

Learning Objectives:
1. Understand the tax advantages of donating appreciated C corp stock to charity, rather than donating cash
2. Understand why S corporation stock and LLC interests do not provide the same advantages as C corp stock, and learn the best way for owners of such interests make charitable gifts.

6/10 4:50PM6:05PM

NAA1909. Early Observations - Topic 606

Joe St. Denis - Vice President, Western Union

Business combinations and the application of FASB ASC 805 is one of the more challenging and complicated areas of accounting and financial reporting. This session highlights some common and trickier issues that can arise when accounting for a business combination. In addition, the presenters will offer audit considerations for those issues and other key aspects of such transactions.

Learning objectives:
1) Gain an understanding of the application of the accounting literature to certain elements of a business combination
2) Comprehend certain common and challenging issues that arise during a business combination and how to properly account for them
3) Expand knowledge and skills related to business combinations

6/10 4:50PM6:05PM

NAA1910. GASB Update

David Bean - Director of Research and Technical Activities, Governmental Accounting Standards Board

This session will address recently issued GASB Statements and Implementation Guides, focusing on major pronouncements and related implementation guides and major projects and research activities on the GASB’s technical agenda. Topics to be covered include fiduciary activities and leases implementation issues; the financial reporting model; and revenue and expense recognition.

Obtain basic working knowledge of:
1) Changes introduced by recently issued pronouncements, including implementation issues
2) Potential impact of GASB projects and research activities

6/10 4:50PM6:05PM

NAA1911. Data Extraction and Analytics (An Introduction)

Virginia Collins - Quality Control Manager, Berdon LLP

This session will familiarize participants with what audit data analytics is and will also focus on critical success factors and barriers to audit data analytics implementations. The session will include information on project management methodology and tools to use in order to maximize rate of return on audit data analytics investments.

Learning objectives:
1) Discuss challenges and best practices of audit data analytics
2) Discover the benefits of audit data analytics tools and project planning to maximize value of audit data analytics implementations

6/10 4:50PM6:05PM

NAA1912. Peer Review - Part 2

Frances McClintock - Assoc Director- Peer Review Program, Association of International Certified Professional Accountants
Andrew Pope - Partner, Grant Thornton LLP

This session is Part 2 of a two-part session series. These sessions, which qualify for the ongoing Team/Review Captain training requirement, will cover recent changes to peer review guidance, peer review resources and other related developments.

Learning objectives:
1) Obtain an understanding of recent and upcoming changes in the peer review program guidance
2) Obtain an understanding of the current enhancing audit quality initiative areas of focus

6/10 4:50PM6:05PM

PFP1914. How lifetime income streams affect asset allocation in retirement

Michael Finke - Chief Academic Officer, The American College

Lifetime income streams such as Social Security, pensions, and private annuities provide a base of safe spending that affects the consequences of taking risk in an investment portfolio. This presentation demonstrates the implications of lifetime income on retirement outcomes such as failure rates and utility maximization, and explains how optimal portfolio allocation is affected by various types of income streams. Attendees will better understanding how optimal equity allocations are affected by lifetime income and how to help clients recognize the difference between income risk and portfolio volatility. Learning Objectives:
1) Understand the implications of lifetime income on portfolio risk in retirement.
2) Evaluate how optimal portfolios are affected by the amount of lifetime income within an overall household balance sheet.

6/10 4:50PM6:05PM

PFP1915. Annual Technology Survey (Advisor Technology Trends)

Joel Bruckenstein - President, Technology Tools for Today (T3)

Technology Tools for Today (T3) and Inside Information recently surveyed over 5,500 advisors about their use of technology. This session will discuss the most popular software in each of roughly 20 categories, advisor satisfaction with each product, as well as trends in financial software that attendees need to understand. Learning Objectives:
1) Understand leading trends in advisor software
2) Learn what application your colleagues find the best in each category
3) Understand what software is essential for running a successful PFP business.

6/10 4:50PM6:05PM

PFP1916. Information-Based on Economic Cycle

Daniel Wallick - The Vanguard Group, Principal, Investment Strategist
6/10 5:10PM6:00PM

TAX19102. Inside the Tax Studio: Exploring the CPA’s Expanding Role in a Client’s Tax & Financial Planning

Ted Sarenski - CEO, Blue Ocean Strategic Capital
Martin S Finn - Founding Partner, Lavelle & Finn, LLP
Sidney Kess - Senior Consultant, Citrin Cooperman
Dan Moore - Sole Practitioner, D.T. Moore & Company, LLC
Jackie Patterson - Partner, Buchanan & Patterson,LLP
Julie Welch

In a panel discussion led by Conference Chair Marty Finn and featuring Chair
Emeritus Sid Kess, a panel of tax and financial planning practitioners will explore the expanding role of the CPA in their client’s planning needs and discuss
alternative services to add to their practices including:
1. Personal Financial Planning and Wealth Management services
2. Estate and Trust Administration services including fiduciary income tax
consulting and return preparation
3. Income Tax Basis Planning
4. Insurance Needs Planning including life, disability, property and casualty
and long term care insurance
5. Elder Care Services & Personal Finances Management

6/10 5:30PM7:30PM

Exhibit Hall Opening Reception

6/10 7:00PM9:00PM

Opening Networking Event/AAM-MMAs

What better way to start the 2019 AAM Summit at ENGAGE than a night of networking with your AAM friends old and new. We will also celebrate the winners of the 2019 AAM-MAAs Awards.

Tuesday, June 11 2019

6/11 6:30AM7:00PM

Registration Open

6/11 7:00AM7:50AM

EST19ER03. AICPA Trust, Estate and Gift Tax Technical Resource Panel Update and Q&A

Mary Kay Foss - Owner, Mary Kay Foss CPA
Eileen Sherr - Senior Manager - AICPA Tax Policy & Advocacy, Association of International Certified Professional Accountants
Ted Batson - Partner/Tax Counsel, CapinCrouse LLP
Jennifer Einziger - Senior Manager, Ernst & Young LLP
Justin Ransome - Partner, EY
Peggy Ugent - Retired, Giordani, Swanger, Ripp & Jetel, LLP

This discussion covers AICPA tax advocacy efforts regarding legislative and regulatory proposals and developments in trust, estate and gift tax. The AICPA Trust, Estate and Gift Tax Technical Resource Panel (TRP) of experts will answer questions about the latest developments. Attendees will have the opportunity to exchange ideas with the TRP representatives and their conference peers.

Learning Objectives:
1) Become familiar with the latest developments and emerging issues in the trust, estate and gift tax areas,
2) Learn what the AICPA is advocating for members with the IRS, Treasury and Congress in the trust, estate and gift tax areas,
3) Learn about various legislative and regulatory proposals and the potential impact on one’s practice in the trust, estate and gift tax areas.

6/11 7:00AM7:50AM

TAX19ER02. So You Wanna Be A Philanthropist?

Micaela Saviano - Art & Finance Tax Leader, Deloitte Tax, LLP

This session will compare the tax advantages and disadvantages of three philanthropic vehicles: private foundations, donor advised funds and supporting organizations. Donor advised funds offer the advantage of larger tax deductions and lower administrative costs, but private foundations offer greater control and the tax laws permit family members to receive reasonable compensation for services. New rules from IRA permit paying pledges from DAFs.

Learning Objectives:
1. An overview of the different legal requirements that apply to private foundations compared to donor advised funds.

2. Factors that encourage a donor to select one philanthropic vehicle over another.

6/11 7:00AM7:50AM

ENG19ER01. Tax Planning Strategies Using Virtual Currencies (TAX, PFP)

Shehan Chandrasekera - Partner, JAG CPAS & Co
Ryan Firth - Founder and President, Mercer Street Personal Financial Services

Do you have clients who transact in cryptocurrencies? If so, you’ll want to attend this session. We’ll explore various tax compliance and planning opportunities you should consider when working with your clients. The only guidance we have from the IRS on virtual currencies (also referred to as cryptocurrencies) is Notice 2014-21. Limited guidance presents challenges for tax practitioners, but also allows for some interesting planning opportunities. In this session you will:
1. Gain an understanding of how the IRS treats cryptocurrencies.
2. Discuss compliance considerations to be aware of as a tax practitioner.
3. Determine tax planning strategies you might consider using when working with clients who transact in cryptocurrencies.

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 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 7:00AM7:50AM

NAA19ER03. Group and Component Auditor Issues

Stephanie Markert - Audit Principal, CliftonLarsonAllen LLP

To take or not to take responsibility...is this your question? Do you currently serve clients that meet the definition of a group audit under AU-C Section 600? The objective of this session is to understand the requirements of the group auditor and the component auditor whether within the United States or outside the United States. The session will also inform the participants of common issues related to communicating with other auditors and reporting between component and group auditors to approve audit efficiencies.

In this session, participants will:
1) Gain a better understanding of the requirements of AU-Section 600 - Special Considerations — Audits of Group Financial Statements (Including the Work of Component Auditors)
2) Become better equipped to identify common reporting and auditing issues related to using the work of component auditors

6/11 7:00AM7:50AM

NAA19ER04. Accounting Implementation Issues In Response to the 2018 Tax Law Change

Phil Laminack - Senior Manager, DHG LLP

This session will focus on the income tax accounting (ASC 740) and financial statement impacts of the Tax Cuts and Jobs Act of 2017. In addition to a refresher on the overall framework, the session will focus on areas of particular concern for corporations during the 2018 and 2019 reporting periods. The session will also briefly touch on tax considerations of ASC 606 (revenue recognition) and ASC 842 (lease accounting).

Attendees should leave with a better understanding and awareness of:
1) The ongoing financial statement implications of tax reform
2) Potential pitfalls and problems areas relevant to 2018 and 2019 financial statements
3) The income tax accounting implications of ASC 606 and ASC 842

6/11 7:00AM7:50AM

PFP19ER04. HSAs

Julie Welch
6/11 7:00AM7:50AM

PFP19ER05. Developing a Sound Investment Policy Statement for Your Client

Bob Dannhauser - Head, Private Wealth Management, Member Value, CFA Institute

A thoughtfully constructed Investment Policy Statement can be the bedrock of your client relationship, allowing your client (and you!) to remain focused on an agreed-upon strategy and tactics during even the most trying of times. Why, then, is IPS often reduced to a compliance exercise, or just one more stack of papers that gathers dust in your clients' files? In this session, we'll explore the components of an IPS that help keep relationships on track, and discuss how to create, present, and refresh the IPS to be of maximum practical use. One size definitely doesn't fit all, but we'll consider a wide range of dimensions for potential inclusion, and explore how to be thorough without drowning your client in information. Learning Objectives:
1) Participants will understand the full range of dimensions underlying the strategy and tactics they employ on behalf of their client, and be able to discern which should be documented in an Investment Policy Statement for a particular client.
2) Participants will develop sensitivity to how the value of the Investment Policy Statement can be diminished in the absence of a communications strategy and a strategy to refresh and renew the IPS.

6/11 7:00AM7:50AM

TAX19ER01. Comment Letters-Advocacy in Action

Dan Moore - Sole Practitioner, D.T. Moore & Company, LLC
Amy Wang - Senior Manager, Association of International Certified Professional Accountants

After this session, you will be able to:

1) Identify legislative and regulatory tax developments.
2) Identify emerging tax policy and advocacy issues important to AICPA members.
3) Understand how to develop comment letters and position statements on important advocacy issues.

6/11 7:00AM7:50AM

FIN19ER01. Reinventing Finance in a Digital World

6/11 7:00AM8:00AM

Continental Breakfast

6/11 7:50AM8:00AM

Transition Break

6/11 8:00AM8:05AM

AAM1900. Welcome/AAM Summit Kick-off

6/11 8:00AM9:15AM

ENG1905. 199A (EST, PFP, TAX)

Robert Keebler - Partner, Keebler and Associates, LLP
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 8:00AM9:15AM

FIN1901. Steps to Powering a Digital Culture and Mindset in the Finance Function

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 8:00AM9:15AM

NAA1913. PCC Town Hall - Part 1 FASB Update

Jeremy Dillard - Partner, SingerLewak LLP
Michael Cheng - Partner, Frazier & Deeter
Marsha Hunt - Board Member, FASB
James Kroeker - Vice Chairman, Financial Accounting Standards Board (FASB)
Jeffrey Mechanick - Assistant Director, FASB

The Private Company Council (PCC) helps improve the process of setting accounting standards for private companies and determines whether private company alternatives to existing GAAP are necessary. The PCC takes a proactive approach to its mission, and this session helps to further that work.

In addition, participants will have an opportunity, in a town hall format to:
•Hear about the current agenda of the PCC
• Provide feedback to the PCC and FASB on how to improve financial reporting for private company stakeholders

6/11 8:00AM9:15AM

PFP1918. Optimizing Retirement Income by Combining Actuarial Science and Investments

Wade Pfau - The American College, Professor of Retirement Income

As the baby boomers reach retirement, advisors must solve new problems for clients. Retirement income is different as clients shift their focus from maximizing wealth to creating sustainable income, clients face a greater range of risks, and clients increasingly must solve a lifetime problem which extends far beyond traditional investment theory. Key retirement risks include longevity risk, heighted market risk, and personal spending shock risks. Each risk requires different income tools and risk management techniques. Investments alone and insurance alone may not be adequate to build a comprehensive retirement income strategy. More efficient retirement income solutions can be obtained through careful efforts to combine investment portfolios, income annuities, and whole life insurance into an overall retirement income plan. Learning Objectives:
1) Understand how risks change in retirement.
2) Evaluate the roles of risk pooling and risk premium in building retirement income plans.

6/11 8:00AM9:15AM

PFP1919. Family Business Succession Planning

Amy Jucoski - Managing Director, Legacy and Wealth Planning, Abbot Downing,Wells Fargo
Nancy Amick - Senior Director, Institute for Family Culture, Abbot Downing

Family owned and operated businesses face unique challenges when preparing for and executing succession planning from one generation to the next. As family business owners contemplate passing the torch to the next generation, thoughtful preparation is key. The most successful businesses are proactive about identifying their future leaders and making an investment in their development. In this presentation, we will discuss current trends in succession planning, why it can be difficult to get started and best practices for engaging and preparing the next generation for increased responsibilities as part of a comprehensive approach to business transition planning. Learning Objectives:
1) Understand the unique opportunities and challenges faced by family business owners who are contemplating succession planning
2) Provide best practices for engaging and preparing the next generation for increased responsibilities in the family business

6/11 8:00AM9:15AM

PFP1920. Taking Stock: Planning with Executive Compensation

Tara Popernik - Director of Research - Wealth Strategies, Bernstein

For many corporate professionals, salary and cash bonus is just part of the reward for work well done. Additional compensation can come in other forms: stock and option awards, contributions to a defined benefit pension plan, or an employer match to a defined contribution 401(k) plan. Some companies also allow employees to defer additional compensation to a non-qualified plan, which may be matched, too. These awards and plans offer attractive opportunities to build wealth based on a company’s success. However, a full compensation review often reveals that an employee is more exposed to the health of the company than she suspects. In our experience, it’s not uncommon to encounter executives who have more than half of their total portfolio tied up in company-related assets. Such concentrations make it essential to evaluate the risk/reward equations of each type of compensation or award. That’s because the building blocks of executive compensation— which include cash, stock, and options—each require a different set of decisions. For example, how much of one’s salary or bonus should be deferred into a company-sponsored investment program, and when should these funds be withdrawn? If one receives restricted stock, should all shares be sold upon vesting, or just enough shares to pay taxes and continue holding them? Options, which offer a leveraged investment in stock, present a different set of challenges due to their finite life span. Should one exercise vested options if the stock has appreciated or wait until expiration, risking that they might be worthless? To make these decisions, executives need to weigh each potential outcome—in an integrated way—since each decision impacts the others. Typically, executives are so focused on effectively stewarding their companies that they have little time to spare for their own financial planning. This presentation illustrates a framework to help executives take the guesswork out of compensation planning by suggesting how to manage various awards to ensure a high probability of realizing personal, charitable and legacy goals. Learning Objectives:
1) Understand how to calculate an executives' total exposure to his or her own company through the various types of options, grants and executive retirement plans.
2) Make recommendations of how much stock exposure to diversify and which forms of exposure (for example, options vs RSUs) to sell first.

6/11 8:00AM9:15AM

PFP1921. Longevity Annuities

Stuart Silverman - Principal & Consulting Actuary, Milliman

This session will provide a theoretical framework for analyzing and structuring lifelong retirement income plans for private clients that include longevity annuities. It will provide an update on a number of product, practice, and financial planning modeling advances that have occurred recently, it will review the practical usage of some of the existing products in this space, it will introduce how we envision new products could enter this space, and it will discuss how and why, from a practitioner's perspective, these advances and asset classes can be implemented in advising private clients and managing their assets and investment portfolios. This will be an intermediate to advanced session that will be of interest to client advisors, investment managers, financial planners, accountants, and family office professionals.

Learning Objectives:
1) Update on developments in the structure of longevity annuities and variants thereof in retail retirement portfolios.
2) Update on the availability and the practical usage of longevity-linked investments as non-traditional asset classes for private clients.

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 8:05AM8:55AM

AAM1901. Curiosity: How to Stay Calm Amid Uncertainty

Matt Newman - Consultant, The Frontier Project

Initiate honestly. Respond without judgement. Build together without an end in sight.
These mindsets can get you back on track when new information arises to totally negate all your plans and assumptions. They can help you project presence and confidence in an uncertain situation. And they all come straight from the long tradition of improvisational performers—better known as improv comics.
The rate of change in today’s workforce is increasing exponentially. Research indicates that modern companies go through substantial organizational changes every three years. The average workforce undergoes a complete turnover every eight years. The life-cycle of products and US patent filings is getting shorter. And all this increased speed is making itself felt in our everyday experience.
Matt will show you how using an improviser’s iterative mindset can increase your tolerance for change, lead to more productive conversations, foster creative teams, and generally make you more comfortable and confident when you have no idea what will happen next.
Using lessons learned from nearly two decades performing in front of crowds without a script, Matt will share stories and inspiration from unusual places to awaken your own sense of curiosity about the changing world around you.
He’s also going to ask someone from the audience to get on stage. You’ve been warned.

Learning Objectives:
1. Learn how to initiate honestly. Respond without judgement. Build together without an end in sight.
2. Learn how using an improviser’s iterative mindset can increase your tolerance for change, lead to more productive conversations, foster creative teams, and generally make you more comfortable and confident when you have no idea what will happen next.

6/11 8:55AM9:05AM

AAM1902. State of AAM

Craig Browning - Director of Marketing and Personnel, KWC Certified Public Accountants
Jennifer Lemanski - Senior Manager, PKF Texas

AAM's President and President-Elect will recap the organization’s accomplishments during the past year, introduce new board members and discuss initiatives for the year ahead with video highlights.

6/11 9:05AM9:55AM

AAM1903. Inside the Mind of the Managing Partner: Marketing That Really Matters

Carl George - CEO, Carl George Advisory,LLC

As the CEO of Clifton Gunderson for 16 years, I was privileged to work with many partners and staff that understood the dynamics of marketing to our current clients, to prospective clients, and to clients that were previously lost. This session will focus on lessons learned and best practices in executing on those three dynamics. In addition, the session will address successful marketing training techniques for the rising staff stars in your firms.

Learning Objectives:
1) To obtain a clear understanding of the constant need to market to current clients, future clients, and to former clients.
2) To provide current successful marketing training techniques for the firm's staff.
3) To provide marketing lessons learned and best practices from the MP's perspective.

6/11 9:15AM9:30AM

Transition Break

6/11 9:30AM10:20AM

NAA1914. PCC Town Hall - Part 2

Jeremy Dillard - Partner, SingerLewak LLP
Michael Cheng - Partner, Frazier & Deeter
Marsha Hunt - Board Member, FASB
James Kroeker - Vice Chairman, Financial Accounting Standards Board (FASB)
Jeffrey Mechanick - Assistant Director, FASB

The Private Company Council (PCC) helps improve the process of setting accounting standards for private companies and determines whether private company alternatives to existing GAAP are necessary. The PCC takes a proactive approach to its mission, and this session helps to further that work.

In addition, participants will have an opportunity, in a town hall format to:
•Hear about the current agenda of the PCC
• Provide feedback to the PCC and FASB on how to improve financial reporting for private company stakeholders

6/11 9:30AM10:20AM

EST1911. Trust Situs

Jonathan Blattmachr - Senior Advisor, Pioneer Wealth Partners
6/11 9:30AM10:20AM

FIN1902. Creating a Framework for Cross-Functional Collaboration and Business Partnering Success

Nicole Long
6/11 9:30AM10:20AM

PFP1922. You and Your Clients Best Interests (Followed by the Presentation of the Lifetime Achievement Award)

Mitch Anthony - President, Advisor Insights Inc.

The advisor’s first interest should not be the value of the portfolio, but the values that created the portfolio.
There are three powerful forces influencing the movement of money either toward or away from the financial professional. Making connections by tapping into these forces will ensure clients for life.
1. Intellectual: the force that causes clients to feel valued, understood and important in the advisor’s eyes.
2. Life: the force that makes life events important to clients—the one that can also have an impact on their money decisions.
3. Emotional: the force that connects advisors to clients—the one that can close the door on all competitors.
In the advisor/client relationship, it is what we do not know about our clients that can jeopardize prospective and long-term clients alike. Mitch will inspire advisors and provide them with the tools necessary to have more meaningful—and productive—conversations. Audience members will walk away with fresh ideas on how to turn prospects into lifelong clients, as well as how to develop stronger and more fruitful relationships with existing clients.

6/11 9:30AM10:20AM

FIN1903. Digital Disruption – session TBC

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

TAX1901. IRS Controversies

Caroline Ciraolo - Partner, Kostelanetz & Fink LLP
Micaela Saviano - Art & Finance Tax Leader, Deloitte Tax, LLP

As IRS enforcement becomes more automated, the need for trained representatives who know what to do and when to do it has never been greater. This panel will cover the mechanics of representing taxpayers before the IRS, including exam and collections, so that attendees can identify and understand when taxpayers need help, and how to go about the process of helping them resolve their IRS issue.

Learning Objectives:
1) Explain the process for challenging an exam issue with the IRS
2) Understand the IRS collection process

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 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 9:55AM10:20AM

AAM1904. How Much Should You Spend on Marketing: Results of AAM’s 2019 Marketing Budget Survey

Lee Frederiksen - Managing Partner, Hinge

AAM partnered with the Hinge Research Institute to conduct their third bi-annual study of marketing budgets within CPA firms. In this session, the Managing Partner of Hinge Lee Frederiksen will uncover insights from the research, help attendees benchmark their marketing budgets against high-growth and average-growth firms, and provide guidance on building an effective marketing budget.

Learning Objectives:
1) Learn how high-growth and average-growth accounting firms budget marketing expenses.
2) Learn which marketing techniques are more effective for accounting firms
3) Benchmark your firm’s marketing budget against high-growth and average-growth firms.

6/11 10:20AM11:20AM

Networking & Exhibit Hall Break

In the advisor/client relationship, it is what we do not know about our clients that can jeopardize prospective and long-term clients alike. Mitch will inspire advisors and provide them with the tools necessary to have more meaningful—and productive—conversations. Audience members will walk away with fresh ideas on how to turn prospects into lifelong clients, as well as how to develop stronger and more fruitful relationships with existing clients.

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

TAX1903. Schedule C Audit Issues

Robert McKenzie - Lawyer, Saul EwingArnstein & Lehr LLP
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

EST1912. Trusts and 199A

Jeremiah Doyle - Senior Vice President, BNY Mellon Wealth Management
Robert Keebler - Partner, Keebler and Associates, LLP

An estate or trust operating a business as a sole proprietor or holding an interest in a partnership or S corporation is eligible for the Section 199A deduction. This session will discuss how the Section 199A deduction applies to estates and trusts, how to allocate qualified business income, W-2 wages and unadjusted basis between the entity and it beneficiaries. The session will also discuss the Section 643(f) anti-abuse regulations and how the Section 199A deduction applies to grantor trusts, charitable remainder trusts and electing small business trusts.

Learning Objectives:
1) Learn how to allocate qualified business income, qualified business income and unadjusted basis between the entity and the beneficiaries.
2) Learn how the Section 199A deduction applies to grantor trusts
3) Learn how charitable remainder trusts and electing small business trusts may be affected by the Section 199A deduction

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

FIN1904. How can Finance Help Build and Support an Insights - Driven Digital Business?

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 11:20AM12:10PM

NAA1915. Quality Control

Bob Dohrer - Chief Auditor, Association of International Certified Professional Accountants
6/11 11:20AM12:10PM

NAA1916. FASB ASC 606 Implementation: Manufacturing Industry

Tom Groskopf - Technical Director - CPEA, Barnes Denning

This session will cover aspects of the new revenue standard having the most impact and posing the most challenges in the manufacturing industry. Participants will gain practical knowledge about how to implement FASB ASC 606 in the manufacturing sector, aided by a liberal use of illustrations and examples. Key areas covered include accounting for change orders, contract costs, tooling and pre-production costs, timing of revenue recognition, variable consideration, applicability of series guidance, learning curve costs, sell-through method, and other topics.

Learning objectives:
1) Gain a deeper comprehension of the impact of FASB ASC 606 in the manufacturing industry
2) Gain a stronger ability to identify key impact areas of FASB ASC 606 in the manufacturing sector and how to apply the requirements of FASB ASC 606 to those areas

6/11 11:20AM12:10PM

NAA1917. Artificial Intelligence in an A&A Practice

Robin Grosset - Chief Technology Officer, MindBridge
6/11 11:20AM12:10PM

PFP1923. Advanced Roth Conversion Strategies

Michael Kitces - Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group

The natural appeal of a Roth-style retirement account is the potential for tax-free growth for life. However, the reality is that creating a Roth account has a “cost” – the upfront tax liability of contributing to (or converting into) the account, which is avoided with a traditional pre-tax IRA or 401(k). As a result, optimal Roth strategies involve not merely contributing to or converting into Roths, but managing the timing and leveraging the available tax law to maximize the strategy. In this session, we explore techniques to maximize Roth contributions, including so-called “Backdoor Roth” IRAs and “Mega Backdoor Roth” 401(k) strategies, and leveraging the Roth recharacterization rules to optimally fill lower tax brackets, and be able to ensure that an investment in a Roth has a positive return before being required to commit to it! Learning Objectives:
1) Compare and contrast the basics of a Traditional versus Roth IRA. -
2) Explain the tax equivalency principal and calculate the amount of after-tax contributions needed to equal the same amount of pre-tax contributions given various tax rates and pre-tax contribution amounts.
3) Identify the “Backdoor” Roth IRA strategy and the considerations for using it.
4) Identify the Mega “Backdoor” Roth IRA Strategy and the rules for successfully implementing the strategy.
5) Explain partial Roth conversion strategies and the additional tax planning flexibility they provide.

6/11 11:20AM12:10PM

AAM1905. Content for Conversion

Christine M Nelson - Senior Communications Consultant, Ingenuity Marketing Group,LLC

One of the hardest stages for content marketing is the Decision stage — actually converting visitors to take action on an offer or to request an RFP. This session will focus on strategies to improve conversion, including identifying the actions that you want visitors to take once they arrive at your site and the gaps you may have in your campaigns that fail to move potential clients from Awareness and Consideration to Decision. We will use examples of actual campaigns to help participants map out their own inbound marketing strategy for conversion, discuss follow-up touches that bring buyers back to the table, and determine when it's timely to have partners engaged in outreach and closing.

Learning Objectives:
1. Attendees will leave with an inbound marketing strategy map that focuses on the right conversion tactics for their firm.
2. Deep dive and creation of content that applies to the conversion stage of inbound marketing
3. Fill gaps in the inbound marketing approach that support conversion and real prospects
4. Tie marketing efforts to conversion ROI to justify digital focus

6/11 11:20AM12:10PM

PFP1924. Linking Cash Flow Management to Life Planning: A More Engaging & Effective Client Conversation

Amy Mullen - Vice President, Money Quotient

Cash flow management and life planning are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what is truly most important to them, and provide tools that will allow them to survive and thrive in all market conditions. In addition, you will develop long-term client relationships by initiating life changing conversations and providing a service that is central to their financial well-being.

1) Explore the reasons why most advisors want to avoid cash flow and life planning conversations.
2) Learn how linking cash flow management and life planning will facilitate effective goals-based financial planning.
3) Learn how to create a powerful decision-making framework based on your client’s own values and priorities.

6/11 11:20AM12:10PM

AAM1906. Accountability and Consistency: Developing and Executing on an Internal Sales Process

Dawn Howard - Regional Marketing Director, BKD, LLP

This presentation will be focused on developing and executing on a strong sales pipeline process. The 'billable hours shield' is alive and well as it relates to the time our client service professionals are willing to put to their business development efforts. Key points of this presentation include setting up a consistent and efficient follow up plan with a focus on holding people accountable as they build their sales pipeline. This presentation will also discuss a methodology to limiting the number of key prospects per client service professional and an example of a marketing campaign and process utilized to improve your win rate.

After attending this presentation, attendees should be able to:
1) Assess their own current business development process and determine in what areas, as it relates to holding their client teams accountable, they need to tighten up the process.
2) In addition, attendees should recognize instances where it is time to escalate any concerns to their executive team and should feel empowered to do so.
3) Finally, attendees should be able to use the example of a marketing campaign and to construct one of their own or infuse their own plan.

6/11 11:20AM12:10PM

PFP1925. Latest Research on Risk Tolerance

John Grable - Professor, University of Georgia

This presentation will provide attendees with a comprehensive definition of an individual investor’s financial risk profile, incorporating both objective and behavioral attributes that reflect the interdependence of investors’ underlying attitudes and capacity for risk that are based on ability, need, and tolerance. The presentation will help attendees better understand how client financial risk profiles can (and should) be used in the financial planning and investment management process. Specific strategies will be presented to help financial advisers understand when a risk profile score should be supplemented with additional assessments, and if additional client work is needed, what those steps should be. Learning Objectives
1) Determine how financial advisers utilize the outcomes of various risk profiling tools, objective factors, and professional judgement to arrive at an investment portfolio recommendation that is in the best interest of a client?
2) Describe how a client can be assured that her or his adviser's recommendation is in appropriate?
3) Document how a regulator can be assured that a financial adviser's recommendation is in the client’s best interest?

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

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

ENG1907. How to Move to a Zero-Tax State (TAX, PFP, EST)

Mark Klein - Esquire, Hodgson Russ LLP

The impact of the TJCA on the deductibility of state and local taxes has created an additional incentive for taxpayers in high-tax states to move to a low or no-tax state. This session will help participants to:

1) Identify the rules used throughout the United States to get a state to accept a taxpayer’s change of residency;
2) Discuss planning opportunities and traps for the unwary; and
3) Understand the income and other tax implications of changing residency.

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 11:20AM12:10PM

EST1913. CRT Compliance

Ted Batson - Partner/Tax Counsel, CapinCrouse LLP

This session will review key compliance considerations in the formation and administration of charitable remainder trusts. Topics will include suitability, selecting the proper CRT format, administration, and tax return preparation.

Learning Objectives:
1) Identify which CRT format is most suitable for a client;
2) Apply compliance considerations to day-to-day CRT administration; and
3) Explain the key components to properly preparing Form 5227

6/11 11:20AM12:10PM

ENG1908. 2019 and Beyond - Life Insurance Planning Opportunities You Need to Know (EST, TAX, PFP)

Todd Steinberg - Partner, Loeb & Loeb LLP

This presentation will provide insights into current and likely future planning opportunities with life insurance. We will discuss why insurance is an important asset in a client's balance sheet, how to properly analyze and implement (or refine) wealth transfer strategies that utilize (or already own) insurance. We will conclude with how the future in insurance sales is not bleak, how it can and will be both exciting and challenging.

Learning Objectives:
1. Understanding the importance of analyzing insurance and the importance of working collaboratively with other allied professionals.

2. Potential sales ideas for current and future insurance needs and opportunities.

3. Wealth transfer opportunities, utilizing insurance, for 2019 and beyond.

6/11 11:20AM12:10PM

TAX1902. FBAR & FACTA: The Crackdown on Unreported Foreign Assets Continues: Enforcement, Penalties, and Coming Clean

Michael Sardar - Partner, Kostelanetz & Fink, LLP
Caroline Ciraolo - Partner, Kostelanetz & Fink LLP

U.S. taxpayers and residents are required under the Internal Revenue Code and the Bank Secrecy Act to report their relationship to foreign accounts and assets on an annual basis. The IRS and the Department of Justice have significantly increased enforcement of these reporting requirements through criminal prosecutions and the imposition of crushing civil penalties that can come when taxpayers are not compliant. This panel will explore the current state of IRS and DOJ civil and criminal enforcement with respect to taxpayers who have not complied with FBAR (Report of Foreign Bank and Financial Accounts) and FATCA (Foreign Account Tax Compliance Act) reporting requirements. The panel will also cover pathways to compliance for the non-compliant taxpayer, including the IRS’s Voluntary Disclosure Practice.

Learning Objectives:
1. Distinctions between FBAR and FATCA reporting requirements
2. Criminal versus civil consequences to noncompliance
3. Options for coming into compliance with unreported foreign accounts
4. Best practices for representing a noncompliant taxpayer in an audit 5. Strategies for defending FBAR and FATCA related penalties
6. The current landscape of FBAR litigation

6/11 12:10PM1:25PM

Networking Lunch

6/11 12:25PM1:15PM

PFP19NL01. Let’s Talk: Does Gender Really Matter

Susan Bruno - Managing Director, Capital Wealth Advisors
Susan Tillery - President , Paraklete Financial,Inc.
Liz Weston - Columnist, Associated Press / Nerd Wallet

We have all heard that women are critical to any successful financial planning practice.  But do you know why?  Come learn!  The panel will share their insight and provide tips on everything from how to recruit and retain top female talent to how to keep the widow as a client when your focus has primarily been the husband who is now dead and she has one foot out the door!
1) Become an advocate and be able to state the case for the importance of gender diversity walk away with fresh ideas and real tools to attract and retain female clients

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

EST19NL01. Donor Advised Funds vs Private Foundations vs Supporting Orgs?

Ted Batson - Partner/Tax Counsel, CapinCrouse LLP

In this session we will:
1. Explore the distinctive features of each of these philanthropic giving techniques and
2. How and when to use each one
Pre-registration is required for these lunch sessions – seats are limited.

6/11 12:25PM1:15PM

EST19NL02. Estate Planning & Hollywood

Missia Vaselaney - Attorney, Taft Stettinius & Hollister, LLP

Get ready for your close-up and take a fun and education break from the conferences more technical sessions to find out how estate planners can use movies to illustrate estate planning concepts to clients and move the process forward.

Learning Objectives:
• An evaluation of Hollywood’s portrayal of estate planners, and estate and probate matters
• An evaluation of Hollywood’s effect on popular culture and client expectations
• Advice on how estate planners can use movies to illustrate estate planning concepts to clients and move the process forward

Pre-registration is required for these lunch sessions – seats are limited.

6/11 12:25PM1:15PM

TAX19NL02. Education Planning Under the Tax Cuts and Jobs Act

Ross Riskin - Assistant Professor of Taxation | CFP Program Director, The American College of Financial Services

Due to the rising costs of higher education, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross A. Riskin, CPA/PFS, CCFC, will share highlights from the AICPA’s The Adviser’s Guide to Education Planning, which are focused on education planning strategies for business owners, high income/high net worth individuals, divorced/divorcing couples, and grandparents. In addition, Ross will also cover relevant changes from the 2017 Tax Cuts and Jobs Act (TCJA).

Learning Objectives:
1. How to incorporate education planning strategies for business owners

2. How to incorporate education planning strategies for high income/high net worth individuals

3. How to incorporate education planning strategies for divorced/divorcing couples

4. How to incorporate education planning strategies for grandparents

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

TAX19NL03. What Have You Done For Me Lately? The Family Office Value Proposition

Eric L. Johnson - Partner, Deloitte Tax, LLP
Micaela Saviano - Art & Finance Tax Leader, Deloitte Tax, LLP

Demonstrating value bears particular challenges for single-family offices (SFOs), and family office executives are often faced with dispelling a notion held by certain family members that the SFO is purely a cost center. This course is a facilitated lunch designed to share ideas currently employed by other SFOs and identify ideas that might be used to further the value of your SFO to the family. Four areas will be explored: (1) defining value, (2) enhancing value, (3) measuring value, and (4) communicating value. Ideas generated in prior facilitated sessions will also be shared by the facilitators.

Learning Objectives:
1. Identify and reflect upon their family office's current value proposition
2. Through facilitated discussion, learn and identify additional ideas to further their family office's value proposition in four categories: (a) defining value, (b) enhancing value, (c) measuring value, and (d) communicating value.

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 1:25PM2:40PM

NAA1918. Audit Documentation

Liz Gantnier - Partner, DHG
Carl Mayes - Associate Director - CPA Quality and Evolution, Association of International Certified Professional Accountants

The AICPA Peer Review Program is detecting high levels of non-conformity with professional standards, and this session will address one of the most common causes: non-compliance with AU-C Section 230, Audit Documentation.

Learning objectives:
1) Learn about common misconceptions that are driving non-conformity
2) Review the requirements of the Standard
3) Walk through examples of real-world application
4) Identify free resources that can help you and your firm

6/11 1:25PM2:40PM

NAA1919. FAQs - Accounting

Mike Austin - CPA, Sr. Technical Manager, Association of International Certified Professional Accountants
Kristy Illuzzi - Senior Technical Manager, Association of International Certified Professional Accountants

In this session we will cover frequently asked questions coming through the Center for Plain English Accounting related to accounting and financial reporting, including FASB and special purpose frameworks.

6/11 1:25PM2:40PM

NAA1920. Variable Interest Entities

Michael Cheng - Partner, Frazier & Deeter

This session will provide a plain English overview of Variable Interest Entity guidance with a focus on private companies. We’ll also take a deeper dive into the private company accounting alternative finalized in Accounting Standards Update 2018-17, Consolidation (Topic 810): Targeted Improvements to Related Party Guidance for Variable Interest Entities.

Learning objectives:
1) Obtain a fundamental understanding of VIE guidance
2) Obtain a detailed understanding of the private company accounting alternative to scope entities under common control out of VIE guidance

6/11 1:25PM2:40PM

PFP1926. Best Ideas for Retirement Panel

Michael Kitces - Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group
Bob Veres - Editor, Inside Information
Michael Finke - Chief Academic Officer, The American College
Wade Pfau - The American College, Professor of Retirement Income

This session will feature three retirement spending topics. Panelists will kick-off the discussion with retirement income strategies and sustainable spending research and any updated methodologies and research in this area. Then, the group will explore how those work hand-in-hand with a dynamic draw-down approach in the decumulation phase, including safe withdrawal rates. Speakers will include not only the traditional risk factors of interest rates, inflation and standard deviation of various asset classes but also a client’s age, risk tolerance, health and other tough-to-measure criteria.

Learning objectives:
1. Discover the latest research and hear differing viewpoints on sustainable spending on a retirement portfolio.
2. Gather information about new and trending retirement income strategies.
3. Uncover ideas and opportunities to help create a dynamic draw-down approach in the decumulation phase.
4. Gain knowledge as to how leading professionals are strategically helping their clients structure cash flow to meet their needs in retirement.

6/11 1:25PM2:40PM

EST1915. GST Tax Planning, Pitfalls & Pointers

Julie Kwon - Partner, McDermott Will & Emery LLP

A properly prepared and timely filed gift tax return that reports transfers, allocates GST exemption and makes relevant elections often effectuates or preserves intended GST tax planning. Conversely, oversights may preclude or undermine the plan and waste GST exemption. This program will provide practical guidance regarding preparation of the Form 709 and related notices of allocation and election statements to note common errors, recommend best practices and review options to address prior mistakes.

Learning Objectives:
1) GST tax rules governing allocations of GST exemption
2) Preparation of Form 709 gift tax returns and related GST elections.

6/11 1:25PM2:40PM

FIN1905. Management Reporting and Analysis; Heightened Performance Management in the Cloud

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

FIN1906. Building an Agile Finance Function

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

AAM1907. How to Conquer the Podcast Game: ENGAGE Your Audience & Invigorate Your Brand

Becca Davis - Director of Practice Growth, Rea & Associates,Inc.

In this session, attendees will learn how Rea & Associates developed an engaging, award-winning podcast -- before podcasting was cool. We'll cover how a podcast can help invigorate your brand, make your people famous, form meaningful conversations and build trust and credibility with the people you want to reach, and streamline your content strategy.

You'll learn how Rea launched its podcast, unsuitable on Rea Radio, and the lessons we learned along the way. We'll share our internal and external promotion strategy and the tools and equipment you need to get started. If you've been considering podcasting as a strategy, you don't want to miss this fun and engaging session.

The session will cover the how and why of starting a podcast and attendees will learn:

1) Why a podcast/selling to your firm
2) Pre-launch objectives
3) Launch date promotion
4) Keeping it fresh
5) Overcoming obstacles
6) Our top lessons learned
7) Using as a content hub
8) How we work smarter, not harder
9) Top tools/equipment used
10) Skill sets required

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

AAM1908. Party of One: Maximizing Your Impact as a Solo Firm Marketer

Anne Angera - Director of Marketing, DunlapSLK

Solo firm marketers are continuously pulled in many different directions, filling multiple roles and wearing many hats. Where should you focus your limited time and resources to maximize your impact for the firm? This session will help you think strategically to direct your talents to those areas that will yield meaningful results for firm management, enhance your visibility and credibility within the firm, and directly impact the firm’s team members and bottom line. Sharing lessons learned from more than 26 years working as a solo firm marketer, along with best practices from other solo firm marketers and industry experts, the goal is for participants to leave this session with a renewed focus and a specific action plan geared toward activities yielding the greatest results.

Key takeaways will be in the form of action plans and ideas for customizing and implementing at the participant’s firm. This is a critical-thinking, idea-sharing, and problem-solving session geared toward generating thoughts on how to make examples and experiences shared work for everyone in their own unique situation.

Learning Objectives:
1. Participants will learn how to apply strategic thinking to align their goals with those of firm management. Focusing on the AICPA’s “Top Five Issues,” participants will be provided with specific examples of how marketing can play a role in each of these areas. Sharing personal experiences and the experiences of others in the industry, the goal is for participants to leave with tangible ideas for programs and projects that can be tailored for their unique situations and help them directly impact their firms and, ultimately, their careers.
2. Participants will learn how to think “big picture” and establish themselves as an important resource for their firms beyond the marketing function.

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

AAM1909. Marketing and Sales: Two Disciplines, One Process

Daniel Scott Moore - Shareholder & EVP, The Rainmaker Companies

Thirty years ago, the AICPA revised its Code of Ethics to allow advertising, and accounting marketing was born. Ever since, firms have wrestled with how to link marketing investments to tangible sales results. Today we look across the industry and find no shortage of sophisticated marketers blazing trails. However, the challenge to align marketing and sales continues to perplex many growth leaders.

Most definitions of marketing and sales place one before the other in a continuum, rather than each in its own silo. There is a relay, although there isn’t a distinct handoff. Rather, the two functions continually support each other. Herein lies the key to true integration: Align all marketing and sales roles and responsibilities along a single, unified client development process.

Participants will be provided with a 'Marketing and Sales Alignment Guide' with a summary of key points that can be used for future reference.

Participants will explore and learn:
1) the distinctions and connections between the marketing and sales functions
2) a five-phase client development process and the role of each function across the phases

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 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

TAX1904. S Corp Update

Tony Nitti - Partner, RubinBrown

This session will cover a review of those statutory changes, newly issued regulations, cases and administrative rulings impacting the the taxation of S corporations and their shareholders during 2018 and 2019.

Learning Objectives:
1. Identify how Section 199A impacts S corporation shareholders.
2. Understand other changes made in the TCJA that impact S corporation shareholders.

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 1:25PM2:40PM

TAX1905. Asset Protection

Dan Rubin - Partner, Moses & Singer LLP

Once one has succeeded in accumulating wealth, one's attention must turn to ensuring that such wealth is preserved for the benefit of oneself and one's family. In our highly litigious society, every business person, professional and high net worth individual is at risk. Asset protection planning is the process by which one can insulate one's wealth from attack by potential future creditors. Importantly, the key to successful wealth preservation, including asset protection, is advance planning. In this session you will learn of a number of proven planning methods, including the advantages and risks connected with each approach, with special emphasis placed on the use of so called "asset protection trusts". Attention will also be given to recent developments in the law and emerging trends in this continually evolving field. Learning Objectives:
1) Attendees will learn of a number of proven methods for successful asset protection planning, including the advantages and risks connected with each approach.
2) Attendees will learn about "self-settled spendthrift trusts" (also known as "asset protection trusts"), and how they might be used both onshore and offshore to protect a client's assets against the claims of potential future creditors.
3) Attendees will learn about the law of fraudulent transfers, and when asset protection planning done wrong, and at an inappropriate point in time, might be found to be unethical or even worse.

6/11 1:25PM2:40PM

ENG1911. Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX)

Steve Siegel - President, The Siegel Group

This session will address how persons not likely to be federal transfer taxpayers should address their income tax and estate planning issues. We will address basis planning, key decisions to be made with existing planning and why and how it may need to be changed. We will address whether existing trusts and wills should be modified, and consider what should be done with a client's life insurance and retirement plans.

Learning Objectives:
1) Gain a general understanding of the best planning considerations and decisions for persons not likely to be federal transfer taxpayers.
2) Review a variety of planning techniques highlighting the importance of income tax planning in today's environment.
3) Address specific suggestions to be addressed with clients to update and improve their planning decisions.
4) Focus on techniques to develop income tax basis enhancement strategies.

6/11 1:25PM2:40PM

ENG1912. Portfolio Management for Non-Portfolio Managers (PFP, TAX)

David Frisch - President, Frisch Financial Group, Inc.

The course will begin with a review of the common pages of the tax return, and how to obtain relevant financial planning information.  We will then review and discuss an Investment Policy Statement, and discuss setting goals for the client.  We will discuss when the client needs money, and how to take it, cash flow, risks, etc.  We will conclude with discussing asset classes and volatility as well as structuring a portfolio.

6/11 1:25PM2:40PM

EST1914. Trusts and Flow Through Entities

Paige Goepfert - Director, Andersen Tax LLC

In this intermediate/advanced session, attendees will learn about nuances related to a trust's investment in partnerships and S Corporations.

Learning Objectives:
1) Determine how to report a variety of tax items that are specific to ownership of partnerships and S Corporations in a trust setting.
2) Learn about estate planning techniques with trusts and flow-through entities.

6/11 2:40PM3:40PM

Ask the Experts Networking & Exhibit Hall Break

6/11 3:40PM4:30PM

TAX1907. Creepy Nexus

Mark Klein - Esquire, Hodgson Russ LLP

The rules that allow states to force an out-of-state business to pay its income tax and collect its withholding and sales taxes were dramatically changed in 2018. This session will:
1) Explore the impact of these rules on multistate businesses;
2) Provide some practical advice dealing with sales across state lines in a post-Wayfair world; and
3) Identify and discuss the tax implications created by employees who work in more than one state.

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

TAX1908. Fiduciary Income Tax Return Topics

Jackie Patterson - Partner, Buchanan & Patterson,LLP

This session reviews the many changes in fiduciary income taxation and accounting and how it impacts Form 1041. Topics include: 1. The Uniform Fiduciary Income and Principal Act (as revised) 2. Impact of 2017 Tax Law Changes to Form 1041 deductions 3. Sec. 199A and the Form 1041 4. Including Capital Gains in DNI.

Learning Objectives:
1. To update participants on tax law changes that impact fiduciary accounting and taxation.
2. Gain an understanding on methods to quantify the new law changes.

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 3:40PM4:30PM

TAX1909. IRS Due Diligence Requirements

Eric Green - Partner, Green & Sklarz LLC

Whether it is tax return preparation, exam representation or resolving tax debts, practitioners need to be aware of their due diligence requirements and avoid running afoul of IRS rules. This program will review the due diligence requirements practitioners need to be aware of and consider when representing taxpayers before the IRS.

Learning Objectives:
1. Understand the due diligence requirements when preparing a tax return

2. Explain the due diligence requirements that come up when representing a taxpayer before the IRS

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 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

EST1916. Gift Tax Returns (Advanced Detail)

Jennifer Einziger - Senior Manager, Ernst & Young LLP
Justin Ransome - Partner, EY

This session will address advanced issues to consider when preparing gift tax returns. Topics will include charitable contributions, Crummey withdrawal powers, gift-splitting, GST elections, tracking GST exemption and inclusion ratios, PLR 75-25, voided allocations, trusts that are neither direct nor indirect skips, skip persons as Crummey withdrawal powerholders, life insurance trusts and GST, amending gift tax returns, and the adequate disclosure rules.

Learning Objectives:
1. Participants should be able to properly report complex gifts on gift tax returns.
2. Understand the implications of GST elections and the adequate disclosure rules.

6/11 3:40PM4:30PM

EST1917. Business Succession Planning Part 1

Gary Zwick - Partner, Walter Haverfield LLP
David Johnson - Senior of Counsel, McDonald Hopkins

These Sessions examine critical elements
of the succession plan, including:
• Preliminary planning considerations
• Ownership and management succession
• Key employee compensation
• Equalization among children
• Transferring the business and other assets
• Creative techniques
• Role of charitable giving/Insurance
• Balancing Income tax and transfer tax planning

Learning Objectives:
1) Examination of the preliminary planning considerations in developing a succession plan (that are often overlooked)
2) Examination of non family key employee considerations and associated succession planning techniques, including compensation planning
3) Examination of income and estate tax planning considerations and associated techniques to consider in succession planning

6/11 3:40PM4:30PM

FIN1907. Data visualisation and the art of storytelling the business performance

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 3:40PM4:30PM

NAA1921. Auditing Accounting Estimates

Tracy Harding - Principal, BerryDunn

This session will provide attendees an update on recent and proposed developments related to standards for auditing accounting estimates.

Learning objectives:
1) To improve participants' ability to audit accounting estimates by better understanding the requirements of professional standards
2) To help participants better understand recent and potential changes to those standards

6/11 3:40PM4:30PM

NAA1922. Revenue Recognition for Health Care Providers

Kimberly McKay - Managing Partner, BKD,LLP

Health Care organizations face complex challenges in applying the new revenue recognition standard. Health care leaders will need to reevaluate the processes, controls and estimation techniques currently used to recognize revenue. Join the Chair of the AICPA's Health Care Entities Revenue Recognition Task Force as she discusses the considerations for implementing the standard and practical applications of how to implement the standard in your organization.

Upon completion of this program, participates will be able to:
1) Identify the requirements of the new Accounting Standards Codification Topic
2) Describe the five-step model to apply in recognizing revenue
3) Learn about the AICPA's Revenue Recognition Standard resources for health care providers

6/11 3:40PM4:30PM

NAA1923. Single Audit Failures: Lessons from Quality Reviews

Brian Schebler - Managing Director, RSM US LLP

What has the biggest impact on single audit quality? The AICPA Peer Review Program conducted a study of single audit engagements and identified three factors that strongly correlated to quality performance. The study also provided insights into the most common areas of non-conformity in single audits and uncovered misconceptions that are creating challenges for practitioners. Learn more about the study results and the actions your firm can take in this session.

Learning Objectives:
1) Identify the factors that correlated to quality in single audits and the steps firms and SAOs can take to perform high-quality engagements
2) Understand the most common areas of non-conformity in single audits and what is required under professional standards

6/11 3:40PM4:30PM

PFP1927. How to Buy Happiness

Elizabeth Dunn - Author of Happy Money: The Science of Happier Spending

If you think money can’t buy happiness, you’re not spending it right. Dr. Elizabeth Dunn, co-author of Happy Money, is one of the world’s leading experts on how spending habits shape happiness. She demonstrates that you can get more happiness from your money by following five principles, from choosing experiences over stuff to spending money on others. Along the way, you'll learn about research showing that luxury cars often provide no more happiness than economy models, and that changing how you spend as little as $5 can make a difference for your happiness today.
1) Distinguish material purchases from experiential purchases and describe the relative benefits of these two purchase types for happiness.
2) Discuss the emotional consequences of spending money on others vs. oneself
3) Describe why people may benefit from considering "time affluence" as well as material affluence

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

AAM1910. Guest List Envy: Creating Your Most Attended Event Yet

Ronelle Sellers - Director of Marketing, Henderson Hutcherson & McCullough, PLLC

Discover how a regional firm made its after-hours networking/business development experience one of the most successful initiatives in the firm’s 37-year history. Learn about every detail from invitation design and event branding, to guest list and gift baskets, and even the method of follow-up that turned this event into one of the most talked about and well-attended referral-based networking events in the city. The event grew from 75 attendees in year one to 175 attendees in year four. And, we will share best practices from this event that we now apply to all firm events, including a modified version of this same event in another city.

Learning Objectives:
1) Hear about our “secret sauce” for combing professional, social and personal touch concepts, creating a win-win atmosphere for your referral sources.
2) Discover how to get your top referral sources asking for your event invitation.
3) Learn how we trained our supervisors and managers to develop and/or solidify referral sources and ultimately increase new business.

6/11 3:40PM4:30PM

AAM1911. Rise of the AI Marketing Machine - Driving Growth in Accounting Firms

Becky Livingston - President & CEO, Penheel Marketing

AI has made it possible for marketers to accomplish tasks they’ve been talking about for decades. In this presentation, I’ll discuss how you can tackle three essential firm-growth goals, including marketing campaign performance, sales and revenue impact, and customer loyalty, using AI resources. Leveraging crowd-sourced knowledge, they’ll be examples of how to increase efficiencies and to unify data from disparate sources, automate and future-proof data models for scale, and reduce optimization cycles.

Learning Objectives:
1) Identify AI tools to help you increase efficiencies within your firm and impact growth
2) Plan your strategic approach to tackle the three, essential firm-growth goals
3) Pinpoint crowd-sourced information to make informed decisions

6/11 3:40PM4:30PM

TAX1906. New Qualified Opportunities Zone - Part 1 (TAX, EST)

Kelly Allen - Owner, Level Advisors

The primary objective is that attendees will be educated on the statutory framework and corresponding benefits of the new Opportunity Zone provisions that were part of the recent TCJA of 2017. As this is a new and evolving area of tax law, the course content and materials will seek to provide an up-to-the-minute-update.

As a secondary objective, and time permitting, the session is intended to cover and invite thoughtful engagement with attendees about such topics as:

1. Unaddressed issues in the regulations,
2. Potential abuses that may develop and
3. Evaluate non-traditional tax situations that may be of particular benefit in connection with the new statutes.

6/11 3:40PM4:30PM

AAM1912. Negotiate to Win

John Meislahn - Director of Business Development, Pisenti & Brinker LLP

Americans are inherently the worst negotiators in the world. Our culture does not support the bartering and bargaining that takes place in other countries. In this presentation you will get a short history of the negotiation process and then you will be provided with 21 steps to help you be a better negotiator.

Learning Objectives:

1. Participants walk away with basic negotiation skills that can be used in all aspects of their daily life. Whether you are negotiating pricing with a prospect, a hotel upgrade on your vacation or just bargaining with your children….this material will give you a head start.

6/11 4:30PM4:45PM

Transition Break

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

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

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.

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

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

NAA1924. Risk Assessment Standards

Liz Gantnier - Partner, DHG
Carl Mayes - Associate Director - CPA Quality and Evolution, Association of International Certified Professional Accountants

Are you starting your audit off on the right foot? At the core of every audit are the goals of identifying, assessing and responding to risks of material misstatement. However, more than a decade after the Risk Assessment Standards were issued, the AICPA Peer Review team has found that more than half of all firms fail to comply with AU-C Section 315 or 330. In this session, you'll learn about the most pervasive issues the Peer Review team has uncovered and how to avoid them in your practice.

Learning objectives:
1) Identify the most commonly misapplied requirements of AU-C Sections 315 and 330
2) Understand the intent of the Standards and how the requirements should be interpreted
3) Discuss practical application of the Standards in audits of small to medium-sized entities
4) Access helpful resources to support quality performance

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

AAM1913. Communication on Point: Successful strategies for paid social media campaigns

Melissa Harrison - CEO, Allee Creative

Communication is at a crossroads and this includes the digital space. Organic or paid? Influencer marketing or from the brand? Regardless of where you net out, your brand deserves to be in the spotlight. Gone are the days of relying solely on organic content--the best communicators are executing solid paid digital strategies on social media and beyond. From Facebook boosted posts and targeted ads to Twitter campaigns—each comes with its own parameters for reaching niche audiences and expanding brand reach. If you haven’t established a paid social media strategy, this is your next move. We’ll cover what to track, how to track it, and the most effective way to set up your information to be understood and analyzed by key decision makers in your company.

Learning Objectives:
1) Participants will understand the digital channels that are most effective for paid campaigns and how to best use their time in developing those for their audience.
2) Participants will be able to organize a paid digital media strategy from start to finish - creating content, scheduling and planning, and analyzing stats.
3) Participants will understand the how, why and how often to track results and how to tie them to your brand’s overall growth goals.

6/11 4:45PM6:00PM

NAA1925. ARSC Update & Audit and Attest FAQ

Denny Ard - Partner, DHG
Kristy Illuzzi - Senior Technical Manager, Association of International Certified Professional Accountants

This session will be an interactive discussion with a Panel of experts with respect to SSARSs engagements including, the Chair of the ARSC, the staff liaison to the ARSC, and the staff liaison to the Technical Issues Committee. The Panelists will walk participants through recently issued SSARS No. 24 and the proposed revisions to SSARSs with respect to materiality in a review engagement, the option of issuing an adverse review conclusion when financial statements are materially and pervasively misstated, and performance and reporting on contractual/regulatory framework financial statements. The Panelists will also discuss the ARSC’s joint project with the Auditing Standards Board to revise standards for agreed-upon procedures engagements as well as frequently asked questions received by the AICPA’s Center for Plain English Accounting.

Participants will learn:
1) The revisions to SSARSs as a result of the issuance of SSARS 24 - specifically with respect to international reporting issues, consideration of going concern in a review engagement, and the use of other accountants in a review engagement
2) Current SSARSs standard setting activities
3) The current status of the ARSC's joint project with the ASB to revise standards for agreed-upon procedures engagements to provide more flexibility to CPAs performing these services
4) The answers to frequently asked questions

6/11 4:45PM6:00PM

AAM1914. Building an Optimal Customer Experience and Effective Customer Journeys

Peg McIntyre - VP Membership, Association of International Certified Professional Accountants
Cheryl Wipper - VP - Communications,Reputations & Brand, Association of International Certified Professional Accountants

Nearly 80% of organizations think they are providing a positive customer experience but customers disagree. Barely 10% of customers feel as if they are being served well. Customer experience is the new brand building—how you interact with customers at every level, from websites to phone conversations to meetings is driving customer value and your bottom line success. How can you determine if you're doing a good job with your clients, if your services are valued, if you have an opportunity to upsell? Customer experience is the new competitive frontier to increase satisfaction, loyalty and advocacy. Learn how to conduct an experience study and get examples of what you might learn about your customers and your company.

Learning Objectives:
1) Learn how to conduct an experience study
2) Learn how to become an experience-focused organization.

6/11 4:45PM6:00PM

NAA1926. Basics of the New Lease Accounting Standards

Melisa Galasso - Owner, Galasso Learning Solutions LLC

After years of debate, the new Leases standard was issued in 2016. It will be effective for public companies for 2019 calendar year ends and private entities the following year. While it started out as a highly anticipated convergence project with the IASB, ASU 2016-02 did not result in convergence between the standard-setting boards. In this session, we will examine the impact of implementing the new standard on the balance sheet, income statement, and cash flow statement. We will discuss both the impact to lessees as well as lessors. This course will explore the practical realities of implementation while identifying topics that entities may need to consider as they implement the standard.

Learning objectives:
1) Define a lease under ASU 2016-02
2) Classify a lease as operating or finance under ASU 2016-02

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

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

FIN1908. Top 5 essential core and Exponential Technologies that CFOs must Embrace

6/11 4:45PM6:00PM

ENG1915. New Qualified Opportunities Zone (TAX, EST)

Lisa Featherngill - Head of Legacy and Wealth Planning, Abbot Downing
Kelly Allen - Owner, Level Advisors
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

EST1918. Estate Planning in the 21st Century: Digital Assets and Cryptocurrencies

Ryan Firth - Founder and President, Mercer Street Personal Financial Services

Did you know that the Internet turned 30 years old this year? As we move further into the 21st century, more and more of our lives are transitioning to the digital realm--for better or worse. This session will cover digital legacy planning topics that estate planners and financial planners should be aware of when working with clients; particularly if those clients hold cryptocurrencies.

Learning Objectives:
1. Understand best practices advisers and clients should adhere to with respect to storage and safekeeping of digital assets.
2. Identify elements of a sound digital asset access and transfer plan

6/11 4:45PM6:00PM

TAX1910. International Tax Update

Chaya Siegfried - Lead, International Business Tax Services, Withum

TCJA brought many significant changes to the International Tax arena. During this session we do a high level overview of the changes including a discussion of Global Intangible Low Taxed Income (GILTI), Foreign Derived Intangible Income (FDII), Base Erosion Anti Avoidance Tax (BEAT), Foreign Tax Credit and other changes. We will also discuss the new tax forms and recent guidance on how to calculate taxable income with this new provisions. And finally, we will discuss planning ideas for individuals and closely held businesses with international activities.

Participants will be able to:
1. Identify what GILTI, BEAT and FDII are
2. Perform a basic GILTI Calcuation
3. Be familiar with the new filing requirements related to international activities
4.Identify planning opportunities for taxpayers with cross border activities

6/11 4:45PM6:00PM

EST1919. Business Succession Planning Part 2

Gary Zwick - Partner, Walter Haverfield LLP
David Johnson - Senior of Counsel, McDonald Hopkins

Continuation of Business Succession Planning Part 1

These Sessions examine critical elements
of the succession plan, including:
• Preliminary planning considerations
• Ownership and management succession
• Key employee compensation
• Equalization among children
• Transferring the business and other assets
• Creative techniques
• Role of charitable giving/Insurance
• Balancing Income tax and transfer tax planning

Learning Objectives:
1) Examination of the preliminary planning considerations in developing a succession plan (that are often overlooked)
2) Examination of non family key employee considerations and associated succession planning techniques, including compensation planning
3) Examination of income and estate tax planning considerations and associated techniques to consider in succession planning

6/11 4:45PM6:00PM

TAX1911. Partnership Tax Update

Gary McBride - Emeritus Professor, California State University, East Bay

During this session, with respect to partnerships and partners, we will explore planning opportunities relating to the TCJA. Learning Objectives include:
- The new interest expense limit under section 163(j);
- Bonus depreciation strategies for partners.
- Maximizing the 199A deduction for partners.
- Centralized Partnership Audit Rule (CPAR) considerations
- Carried interest rules
- Other TCJA developments.

-- how section 163(j) impacts partnerships and partners.
-- how to maximize bonus depreciation for partners.
-- how partners can maximize the 199A deduction.
-- how to determine the optimal CPAR strategy.
-- how to avoid the carried interest rules.

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

6/11 4:45PM6:00PM

EST1920. IRS

Lisa Piehl - Program Manager,Estate and Gift Tax Policy, IRS

This session will discuss compliance activities within the estate and gift area.

Learning Objectives include:

• Scope and nature of IRS examinations

• Recent developments at the IRS

• Recent changes in processing locations at the IRS

• Recent Gift Tax Surveys from the IRS

6/11 4:45PM6:00PM

TAX1912. Culture Rules: Designing Family meetings for Maximum Impact

Margaret Isdale - Founder, wealthaven

Family Meetings are a valuable opportunity for family members and their advisors to come together and design their future. Yet too often these events end up being a routine portfolio review and maybe an estate review. Bets practices would indicate at least 50% of the time should be spent on the 'softer' issues of governance, succession and family communication, building a platform for the future generations and fostering trust and innovation. We will cover the psychological and practical reasons for revving up your family meeting repertoire, with examples and tools to take home to your practice.

Learning Objectives:
1. Understanding how to structure a family meeting, including programming and educational opportunities

2. Learning to design robust educational and 'life' curriculums to build family capacity

6/11 4:45PM6:00PM

EST1921. Review of Documents

Missia Vaselaney - Attorney, Taft Stettinius & Hollister, LLP

Gain practical and useful knowledge of estate planning documents.

Learning Objectives:
• Review actual paragraphs from wills and trusts
• Discuss tax and non-tax issues
• Obtain a checklist of specific items to address with clients

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

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

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

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 4:45PM6:05PM

PFP1928. Best Planning Ideas Panel (Preceded by the Presentation of the 2018 Distinguished Service Award)

Ted Sarenski - CEO, Blue Ocean Strategic Capital
Steve Siegel - President, The Siegel Group
Lyle Benson - President, L.K. Benson & Company
Julie Welch

The Best Ideas Panel will pull together the best thinking from the first two days of the conference. We will give the attendees practical planning strategies that affect their clients that they can implement now. Topic will cover thought leadership in the income tax planning, estate planning, retirement and other areas as well as some of the general sessions. Our panel consists of individuals who are recognized experts in each area and consistently ranked as our top speakers at the conference. Learning Objectives:
1) Implementable best planning ideas from across all the sessions from the first two days of the PFP Conference.
2) Current topics including tax planning, estate planning, retirement, elder planning, and other financial planning topics will be presented in a practical format.

6/11 6:00PM7:00PM

Reception in Exhibit Hall

6/11 7:30PM10:30PM

ENGAGE @ Topgolf

Wednesday, June 12 2019

6/12 6:30AM6:00PM

Registration Open

6/12 7:00AM8:00AM

Continental Breakfast

6/12 7:00AM8:00AM

FAM-ily Feud Breakfast

Sometimes communicating at work can be challenging, especially between inter-firm "families". This breakfast will examine some of those challenges in an entertaining, "FMA-ily Feud" style.

6/12 7:50AM8:00AM

Transition Break

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 9:15AM9:40AM

Transition Break

6/12 9:40AM10:30AM

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

Simon Sinek - Author & Speaker
6/12 10:30AM11:30AM

Networking & Exhibit Hall Break

6/12 11:30AM12:45PM

PFP1931. Health Insurance for pre-retirees and the current status of health reform

Carolyn McClanahan

The Democrats took back the House and health policy is again in flux. Will we turn to Medicare for All? Dr. McClanahan will cover the latest in health policy and how it relates to you, your practice, and your clients. In addition to the latest health policy sagas, she will cover current options for health care coverage for those not eligible for Medicare.

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 11:30AM12:45PM

NAA1927. FASB Not-for-Profit Update

Jeffrey Mechanick - Assistant Director, FASB

The FASB’s lead staff person for not-for-profits (NFPs) will brief you on the latest developments in GAAP affecting NFPs. He’ll discuss: key aspects of the FASB’s final standard on grants and contracts to NFPs (ASU 2018-08); implementation matters on other major recent standards, including NFP Financial Statements (ASU 2016-14), Revenue Recognition (Topic 606), and Leases (Topic 842); the FASB’s projects on collections and on goodwill of NFPs (final ASUs expected by then); and other noteworthy recent ASUs and projects-in-process.

Learning objectives:
1) Develop an understanding of the key provisions of ASU 2018-08 and how to apply them
2) Develop a general understanding of other recent ASUs affecting NFPs
3) Gain a general awareness of current FASB projects of significance for NFPs

6/12 11:30AM12:45PM

NAA1928. Applying the Leasing Standard: Implementation Challenges and Illustrations

Tom Groskopf - Technical Director - CPEA, Barnes Denning

More advanced aspects of the lease standard (FASB ASC 842) will be explored in depth using an illustrative approach, including journal entries. Going beyond the basic rules of FASB ASC 842, this session will cover more complicated and challenging implementation issues.

Learning objectives:
1) Gain greater comprehension of the essential elements of lease accounting and deeper skills to implement the provisions of FASB ASC 842
2) Learn how to implement more complicated aspects of FASB ASC 842

6/12 11:30AM12:45PM

NAA1929. Methodology Providers Address Common Missteps

Amy Archer - Senior Manager, RSM US LLP
Carl Mayes - Associate Director - CPA Quality and Evolution, Association of International Certified Professional Accountants
Wayne Kerr - Principal Consultant, Thomson Reuters
Cathy Rowe - Product Manager, Accounting & Audit, Wolters Kluwer

Are you using your audit methodology appropriately? Or are common missteps impacting the quality of your work? The AICPA Peer Review Program has found that, in over half of all audits, the auditor is not properly identifying, assessing and responding to the risk of material misstatement in accordance with AU-C 315 and 330.

In this session, representatives from RSM, Thomson Reuters and Wolters Kluwer will instruct the audience on how to properly apply their methodologies, with a focus on the areas which are creating the most challenges for practitioners.

Learning objectives:
1) Identify the common missteps that are driving non-conformity with AU-C Sections 315 and 330
2) Learn how to properly apply three commonly used audit methodologies to avoid quality challenges in your practice

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

PFP1929. Humanizing Technology to Deepen Client Relationships

Evan Carroll - Speaker and Author, Evan Carroll and Associates

Technology promises many benefits to today's planners—efficiency, growth, savings and even intelligence. But what about the human side of technology? Often the benefits of technology come at a human cost, primarily frustration, confusion and distraction. More technology, so the establishment believes, is better. But what if better were truly better? This session is a journey through compelling examples of organizations who have embraced the idea that better is better. And the results? By focusing on better technology—and not just more technology—they’re seeing bigger AND better results. Learning Objective:
1) Discuss how planners can realize the benefits of technology without the downsides

6/12 11:30AM12:45PM

PFP1930. Behavioral Aspects of Portfolio Construction

Vincent Tiseo - Global Head of Business Practices, Goldman Sachs

When constructing client portfolios, we often focus on the logical and analytical aspects and forget that our clients make decisions based on the more behavioral and psychological factors. In this session, we will describe the latest thinking in advanced portfolio construction, starting with the analytical basis and then describing how to best communicate these concepts to clients/prospects. We will examine behavioral decision-making and the psychological factors that influence why client do, or do not, take action on our recommendations. Additionally, we will explore better ways to communicate our information in a simple, easy-to-understand format, so that clients/prospects are motivated to take action and implement recommendations to their overall portfolio construction. Learning Objectives:
1) Portfolio Construction- How to build better portfolios to include risk budgeting, asset allocation, and overall design, based on clients' stated needs.
2) Behavioral Finance- with emphasis on the biases, emotions, and psychological factors that influence client investment decision-making
3) Client Communications- how to best translate complex portfolio construction ideas into a simple, easy-to-understand format so that clients can make sound decisions regarding their investments and overall portfolio construction (to achieve their long-term goals).

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

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 11:30AM12:45PM

AAM1915. 8 Simple Techniques To Grow Your Business With Video Marketing

Antoine Dupont - CEO, Katapult Marketing

Video marketing is taking consumers by storm because it engages customers and prospects and helps convert them into buyers. Recent statistics show that video content is not only effective, but the demand for it has grown at a rapid pace. According to Hubspot, 43% of people want to see more video content from marketers and companies that use video in their email marketing, see a 5x higher open rate and 8x open-to-reply rates. Cisco also forecasts 80% of all consumer internet traffic will be videos by 2020. With these kind of stats, don’t you think it’s time to learn more about video marketing?

Learning Objectives:
1) How to create a high-quality video with a small budget
2) The best marketing channels to promote your video
3) How to generate endless sources of content
4) Shattering myths and bad habits
5) How to produce content your audience cares about
6) Where to post and promote your content

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

AAM1916. Marketing's Important Role in Building a CPA Firm's Consulting Practice

Carrie Steffen - President, The Whetstone Group

As the landscape of public accounting evolves so must CPA firms. Implications of technology and tax reform while still somewhat unknown will no-doubt change the way CPAs interact with clients, their role in their clients businesses and their mix of services. As these innovations begin to take shape, where does that leave the CPA business model? Firms with a “business as usual” mindset may find themselves on the outside looking in. During this session we’ll share insights from leading experts from the CPA Consultants’ Alliance about the depth and breadth of these issues, what firms should be doing now to thrive in the future, how consulting services can unlock unprecedented opportunities for your people, your firm and your clients, and the role marketing professionals can play in building their firm's consulting practice.

Learning Objectives:
1) Evaluate the components of top-line, organic growth in their firm
2) Understand the differences between the current firm growth model and what it takes to achieve growth in a more diverse, consulting oriented practice
3) Apply strategic thinking to determining which marketing and sales activities are worth investing in based on how growth must be achieved in order to grow a consulting practice
4) Learn pitfalls to avoid when building a practice through actual case studies and examples
5) Utilize pipeline management to ensure goals are met

6/12 11:30AM12:45PM

FIN1909. Moving Finance from Controller of Cost to Creator of Value – How can we Measure Value?

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

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 11:30AM12:45PM

TAX1914. Family Office & Financial Planning

Randy Abeles - Partner, RSM
Susan Tillery - President , Paraklete Financial,Inc.
6/12 11:30AM12:45PM

ENG1918. IRA Planning Update (TAX, PFP)

Ed Slott - Partner, Ed Slott & Company

This session will cover the best retirement tax planning strategies, after tax reform. The program will show advisors how to increase consulting income by identifying the planning areas where CPAs and other financial planners can add the most value to clients. Also included will be the latest cases and rulings, many of which are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement advisor. Learning Objectives:
1) To identify the retirement tax planning areas where advisors can add the most value and increase consulting income
2) To be aware of the latest tax and IRA distribution decisions from recent cases and rulings. These will apply to your clients who are relying on you for the right advice before making major decisions affecting their retirement savings.
3) To learn how to avoid the most costly IRA mistakes made by CPAs. Many of these errors are fatal. They cannot be fixed and the consequences are financially disastrous, to both you and your clients.
4) To immediately provide valuable and profitable information to clients who are at risk of making errors. They are not getting this information from their typical financial advisor. Be seen as a proactive retirement advisor, as opposed to reporting on events that happened last year. That’s too late.

6/12 11:30AM12:45PM

TAX1913. Choice of Entity Decisions after Tax Reform

Sharon Kreider - Owner, KREIDERCPA

Choice of entity has always been a "facts and circumstances" decision for each client's business, but is there a way to present our advice on entity selection in a clearer, if not simpler, way? Is the LLC better and why? Is the S corporation better and why? Does the 21% C corporation rate make that entity the best? What answers changed because of QBI? What stayed the same? There are lots of questions when selecting an entity and now we have many more answers after a tax season with the new law.

Learning Objectives:
1. Learn the key factors that make the LLC the best choice of entity for many businesses.
2. Learn when the S corporation selection trumps other choices.
3. Learn when the 21% C corporation rate makes a difference to your client.
4. Learn what difference the QBI deduction makes when choosing an entity.

6/12 11:30AM12:45PM

ENG1919. QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications) (PFP, TAX)

Paul Lee - Global Fiduciary Strategist, Northern Trust Company

Qualified Small Business Stock (QSBS) under Section 1202 is not just for tech companies anymore. It’s time to reconsider QSBS because the new tax act has paved the way for closely-held companies to benefit “bigly.” QSBS provides an exciting array of benefits (and a surprising alternative) for owners of new and pre-existing business (large and small): (i) 100% gain exclusion on sale; (ii) tax-free rollover of gains; and (iii) a chance to “stack” (multiply) and “pack” the exclusion by 10 times (maybe more). While the benefits of QSBS are straightforward, the qualifications and questions surrounding QSBS planning are far from it. This presentation will discuss planning opportunities, unanswered questions, potential pitfalls, and best practices in the quest for quantum QSBS exclusions.

Learning Objectives:
1. Why is the time finally right for QSBS? What has changed since its enactment?

2. Basic elements and qualifications of QSBS.

3. Planning to maximize QSBS exclusions.

4. Common mistakes and pitfalls.

6/12 11:30AM12:45PM

EST1922. Different Ways to Bump Up Your Cost Basis

Jeremiah Doyle - Senior Vice President, BNY Mellon Wealth Management
Robert Keebler - Partner, Keebler and Associates, LLP
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 12:45PM1:55PM

Networking Lunch

6/12 12:45PM1:55PM

AAM Recognizes Excellence Awards 

6/12 12:55PM1:45PM

TAX19NL04. The Private Insurance Company: An 831(b( Alternative - presented by Captive Alternatives

Mark Sims - Vice President, Captive Alternatives

In this session Mark will give an overview of the 831(b) tax election and where it stands following the most recent Tax Court decisions. We will introduce an 831(b) alternative - The Private Insurance Company - and its numerous benefits and uses: Risk Management, Tax Planning, Asset Protection, Investment Options and Exit Strategy. CPAs familiar with 831(b) captives will be particularly interested in the 831(b) Conversion option which will enable clients to close their 831(b) captives under a tax free exchange.

Learn about:
1. The available tax elections, and where they stand following the most recent court decisions.
2. The benefits of each of the alternatives, with emphasis on the 831 (b) Conversion.

6/12 12:55PM1:45PM

FMA19NL03. This Ain't Your Mama's Culture

Ryo Zsun - Zappos Inc.
6/12 1:55PM2:45PM

AAM1917. Track This, Not That - Digital Marketing Metrics Your Managing Partner Will Actually Care About

Bob Goricki - Director of Digital Marketing, Skoda Minotti Strategic Marketing

Today’s digital marketing tools give us access to a tremendous amount of data on our marketing efforts. What these tools do not give us is more time in front of our managing partner to share our treasure trove of insights. We need to keep it simple and keep it relevant. This presentation covers the best digital metrics to catch your managing partner’s attention. Discussion topics include:

• The importance of blog article Entrances compared to total Page Views
• Tracking clicks generated by keyword-specific search results and not just keyword rankings
• The relevance of paid search cost per conversion compared to cost per click

Focusing on the right metrics will result in time well spent with your managing partner and better demonstrate marketing’s value to the firm.

Attendees will receive access to a marketing metrics dashboard PowerPoint template.

Learning Objectives:
1) Gain a basic understanding of key digital marketing metrics.
2) Learn how to create relevant dashboard reports to summarize and present your digital marketing metrics.

6/12 1:55PM2:45PM

PFP1932. Differentiation is the Challenge – Niche is the Solution

Stephen Wershing - President, The Client Driven Practice LLC

The services of most advisors look the same to prospective clients. To attract clients, advisors need to demonstrate how they are different in a way that is valuable to their target market – a niche. In addition, almost all clients would benefit from an advisor who has a deeper understanding of their particular situation and needs; to have the opportunity to work with a specialist in what is unique about them. This course teaches practitioners how to develop an understanding of the more detailed, subtle and nuanced needs beyond the basics and to strengthen their planning abilities for the group of clients they want to be better prepared to serve and create a communication strategy that projects that difference.
Learning Objectives:
1) Describe when Practice Standards may require a deeper understanding of the client situation.
2) Determine what additional expertise is required to develop and deliver competent advice to a specialized population. (i.e. Assist clients in developing a deeper understanding about the unique aspects of their situation and be able to deliver counseling tailored to that client's unique requirements or persuade a client to engage in a deeper planning process than they may have been anticipating after talking to a generalist planner)

6/12 1:55PM2:45PM

AAM1918. Five Firms in Six Years - This Isn't Kansas Anymore

Joe Kovacs - Director of Marketing and Business Development, Councilor, Buchanan & Mitchell P.C. (CBM)
Peter Reilly - President and Managing Partner, Councilor, Buchanan & Mitchell P.C. (CBM)

Merging a new practice into an accounting firm has a huge impact on the acquiring firm's culture, delivery systems, professional development, business development philosophy, marketing, and internal communication and technology processes. It challenges individuals' sense of identity, morale and their understanding of their professional roles. While the acquisitions of larger firms usually make industry headlines, it is the smaller and mid-sized firms who are the most changed on every level. CBM has successfully integrated five firms over six years (including one in late 2018), in the process doubling the number of the firm’s professionals, adding new practice areas and adopting new technologies and staffing structures. CBM is who we all are now. Join Managing Partner Peter Reilly and Marketing Director Joe Kovacs to learn more about how to succeed during such significant organizational change.

In an era of increasing mergers and acquisitions, the leadership from firms across the country--and internationally—are deciding to adopt practices and other firms that contribute to shorter term growth and longer-term positioning.

Learning Objectives:
1. Managing partners and marketing leaders attending this session will learn about areas of responsibility and decision-making, technology integration, new staffing structures, the absorption of marketing practices or the adoption of new ones, and the critical importance of internal communications to ensure that, despite the fears and challenges associated with organizational change, the end result can be successful and lead to a more financially successful organization with new resources and capabilities to serve the firm's target markets.

6/12 1:55PM2:45PM

PFP1933. Comparison of ETFs vs Mutual Funds

Dave Nadig
6/12 1:55PM2:45PM

AAM1919. Optimizing Your Role as a Business Development Professional

Jason Jobgen - Director, BKD,LLP

How do you optimize a business development position? Whether you are a business development professional who wants to provide maximum value to your firm or a firm leader who wants to get the most out of your sales professional, aligning the interests of the firm and the sales person is imperative to success.

Over the last 16 years Jason Jobgen has led sales teams and managed practices at BKD, LLP. During this session Jason will discuss the major disconnects he has seen in our industry between firm leadership and business development executives. The session was designed for CPA firm business development executives but the content is also appropriate for those managing sales people or considering an investment in sales resources.

Learning Objectives:
1) Understand firm drivers behind growth
2) Align a business development role with firm expectations and goals
3) Overcome common challenges of the BD role
4) Align incentives and compensation with desired outcomes

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

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 1:55PM2:45PM

ENG1921. Planning for Aging & Ill Clients (EST, TAX, PFP)

Bernard Krooks - Founding Partner, Littman Krooks, LLP

This session will discuss issues of importance for your clients as they age, including issues relating to how to pay for illnesses, including long-term care. The speaker will address how to plan for incapacity and the various tools available to clients to protect their assets from the catastrophic costs of long-term care. The information learned at this session will be applicable to your entire client base and you will leave with an understanding of many helpful ideas and tools that your clients will appreciate. Learning Objectives:
1) To learn about issues of importance to clients as they age and become ill
2) To learn how to plan for incapacity and how to pay for long-term care.

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

ENG1922. Marriage & Divorce After 2017 Tax Act (TAX, PFP)

Sondra Miller - Honorable, McCarthy Fingar LLP
Kathleen Donelli - Partner, McCarthy Fingar LLP

This session is a two part session. The Hon. Sondra Miller will discuss divorce planning after the 2017 Tax Act and Kathleen Donelli will discuss the role of Frinancial Experts in Divorce Proceedings.

Learning Objectives:
1. Discussing the role of financial experts in litigation proceedings
2. Explaining the difference between various disciplines in resolving divorce disputes, including Mediation, Collaborative Law, Arbitration, Med-Arb and Litigation
3. Learning about the function of financial experts such as CPAs, CDFAs, CFPs, forensic accountants, wealth managers, pension fund experts

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 1:55PM2:45PM

EST1923. Grantor Trust Rules and Planning

Steve Siegel - President, The Siegel Group

This session will address the grantor trust, and discuss the special rules that govern the grantor trust along with the tax and estate planning opportunities made possible using the grantor trust as a tax planning vehicle. Among the planning techniques discussed will be Living Trusts, Life Insurance Trusts, GRATs, QPRTs, Intentionally Defective Grantor Trusts and more.

Learning Objectives:
1) Gain an understanding of the grantor trust rules and how they determine how a person's income will be taxed and how their estate tax issues must be considered.
2) Address a wide variety of tax planning techniques unique to the grantor trust - learn how these techniques work and when best to use them.

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

EST1924. Estate Freezes with 2701

Todd Angkatavanich - National Tax Principal, Ernst & Young, LLP

This program will contain a discussion of the technical provisions of Section 2701 including historical context and various planning pitfalls. It will also include a discussion of planning applications with Section 2701 including various Preferred Partnership applications, Carried Interest Transfer Planning including a discussion of Vertical Slice and Non-Vertical approaches and Profits Interests.

Learning objectives:

1. Gain an appreciation of Section 2701 technical provisions and policy rationale behind the statute.
2. Gain an awareness for the various different scenarios in which Section 2701 can trigger an unintentional deemed gift
3. Gain an understanding of different pro-active planning opportunities with Preferred Partnerships and other Section 2701 compliant vehicles

6/12 1:55PM2:45PM

EST1925. Practical Issues for Multi-National Planning

Peggy Ugent - Retired, Giordani, Swanger, Ripp & Jetel, LLP

This session will explore estate and income tax issues for U.S. and non-U.S. persons with cross-border family relations and cross-border investments.

Learning Objectives:
1) Familiarize attendees with U.S. taxation issues related to cross border activities.
2) Familiarize attendees with associated U.S. compliance requirements.

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

TAX1915. Family Office - Hot Topics

Randy Abeles - Partner, RSM
Eric L. Johnson - Partner, Deloitte Tax, LLP

Eric Johnson from Deloitte Tax LLP and Randy Abeles from RSM US LLP will cover recent hot topics for family offices, including recent case law and judicial activity, how the 2017 Tax Cuts and Jobs Act has impacted family offices, a review of family office entity selection (passthrough vs. C-corporation) in light case law and tax reform, and other relevant developments.

Learning Objectives:
1. Consider recent case law and judicial developments impacting family offices
2. Understand how tax reform has impacted family offices
3. Identify considerations for family office entity selection in light of case law and tax reform
4. Recognize other relevant developments in the family office space

6/12 1:55PM2:45PM

FMA1914. Delivering through Diversity

6/12 1:55PM2:45PM

NAA1930. Yellowbook Update

James Dalkin - Director, Financial Management and Assurance Team, GAO

This session will provide an update on the 2108 Revised Yellow Book focused on the following: independence changes; financial statement preparation and independence; internal control considerations; reporting requirements on Fraud, Waste and Abuse; and guidance for reviews.

Learning objectives:
1) Understand the significant changes in the 2018 Revised Yellow Book
2) Determine the new documentation requirements

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

NAA1931. Employee Benefit Plan A&A Update

Michael Auerbach - Chief Accountant, U.S. Department of Labor

This session will provide an update of: DOL reporting compliance enforcement programs, Audit quality update, various accounting, auditing, and reporting matters affecting employee benefit plans including a discussion of the proposed SAS on ERISA reporting for EBP audits, and progress on the Multi-employer chapter.

Learning objectives:
1) To understand the importance of employee benefit plan audits and the role the CPA plays in helping to protect participants and beneficiaries
2) Update CPAs on the current issues impacting auditors of employee benefit plans

6/12 1:55PM2:45PM

NAA1932. Sampling Applications

Lynford Graham - Visiting Professor, Bentley University

Sampling is commonly used in many professional applications and the rules can differ from those to be followed for auditing financial statements. A review of some specialized situations and how to approach sampling will be illustrated with examples and techniques for effective implementation. Applying the wrong guidance or approach can result in litigation exposure, peer review or inspection comments. Presented by the chair of the AICPA Audit Guide Audit Sampling.

In this session we will discuss the following:
1) Examples of key guides and guidelines that suggest different sampling approaches in specific situations (e.g., AICPA, Single Audit, FAM)
2) Confusion in Single Audits: sampling guidance for compliance auditing
3) When statistical sampling techniques may be most effective approach
4) Tools to assist in sampling applications
5) Tips for effective communication with clients regarding sampling and sampling parameters
6) When sampling is used in lieu of detailed records for IRS tax purposes"
7) Distinguish between various guidance sources when sampling in different types of engagement
8) Identify some tools for accomplishing efficient and effective applications
9) Discuss case-studies of applications and lessons-learned

6/12 2:45PM3:00PM

Transition Break

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 3:00PM3:50PM

EST1926. Estate Planning with IP

Paul Lee - Global Fiduciary Strategist, Northern Trust Company
6/12 3:00PM3:50PM

EST1927. Estate Planning for Real Estate

Carl Fiore - Managing Director, Andersen Tax LLC

This session will review key considerations in estate planning for real estate. Topics will include life-time planning, estate tax considerations and post-mortem planning.

Learning Objectives
1) Identify common life-time planning techniques and considerations with real estate.
2) Understand estate tax issues regarding real estate.
3) Identify post-mortem planning and income tax issues regarding real estate.

6/12 3:00PM3:50PM

EST1928. Estate Planning for S. Corps / Trusts

Laura Howell-Smith
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

NAA1933. Cybersecurity Risk Management and Impact on the Audit

Steven Ursillo - Partner, Cherry Bekaert, LLP
Brian Thomas - Partner, Weaver

As a result of the continued high-profile cyber-attacks on US organizations, the SEC and other regulatory agencies are focusing on risks relating to cyber security. This has resulted in updates to the SEC's disclosure guidance for public companies, the release of an investigative report on cyber fraud, and the inclusion of cybersecurity as part of the SEC's examination priorities for 2019. This session will explain how cyber should be considered in the risk assessment for audits and the audit procedures that may result.

Learning objectives:
1) Discover how regulatory agencies' focus on cyber is impacting accepted standards for how organizations manage cyber risk
2) Learn how auditors should interpret cyber risk as it relates to their audits
3) Determine what types of procedures should be executed as a result of the assessment of cyber risk

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 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

NAA1934. Auditor's Report

Bob Dohrer - Chief Auditor, Association of International Certified Professional Accountants
Tracy Harding - Principal, BerryDunn

During this session participants will learn about the changes made by the AICPA Auditing Standards Board to the Auditor's Report for non-issuers.

Learning objectives:
1) Apply ASB auditing standards regarding the changes to the form and content of the revised Auditor's Report for non-issuers
2) Understand what is changing in the auditor's report and how key audit matters are addressed in GAAS

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

PFP1934. Transitioning to Medicare

Elaine Floyd - Director of Retirement and Life Planning, Horsesmouth

The transition from employer insurance to Medicare is fraught with confusion. Clients turning 65 or leaving employment must leave the safety and simplicity of their pre-selected and subsidized employer plan to the wild world of Medicare, with all its parts, multiple enrollment periods, and private insurance options to fill the coverage gaps. This session will cover health insurance in retirement: how Medicare works, how to choose private insurance to go with Medicare, and how to establish a health care budget. Attendees will learn:
1) The steps clients must take at retirement to ensure continued health care coverage under the Medicare system.
2) How to help clients evaluate their health insurance options upon turning 65 How to estimate health care costs in retirement

6/12 3:00PM3:50PM

TAX1916. Dealing with Itemized Deductions

Joseph Walloch - CEO, Walloch Corporation
6/12 3:00PM3:50PM

PFP1935. Why Great Client Service is Table Stakes and How Client Experience Will Differentiate Your Business

Julia Littlechild - Founder, Absolute Engagement

The good news is that clients are satisfied and that they’re loyal. The bad news is that that simply isn’t enough if you want to differentiate your business and drive meaningful growth. Drawing on new investor research, Julie will examine how the most progressive firms are shifting from a focus on great client service to a focus on a meaningful client experience as a way to differentiate their businesses. She’ll walk through a step-by-step plan to design a client experience that is not only engaging, but will make you magnet for exactly the right clients. You'll walk away with a clear vision for a differentiated client experience and plan to get there. Participants will understand:
1) The drivers of an extraordinary client experience
2) The components of a client experience design framework
3) The specific steps to take to design a differentiated client experience

6/12 3:00PM3:50PM

PFP1936. SALT limitations and charitable planning for tax purposes in general (CRTs, Donor advised funds, bunching, etc.)

Robert Keebler - Partner, Keebler and Associates, LLP
6/12 3:00PM3:50PM

AAM1920. Coaching Teams & Individuals to Maximize Performance

Adelaide Ness - Executive Vice President, The Rainmaker Companies

Many business development professionals have dual roles: working externally to generate and pursue opportunities; and working internally to help others with their personal business development efforts. The latter requires special skill and an effective approach. This session will provide an overview of best practices for coaching professionals that have been honed over more than two decades.

Learning Objectives:
1. Participants will learn the EMPOWER coaching framework
2. Best practices for coaching people and teams within their firms.

6/12 3:00PM3:50PM

PFP1937. When should clients use annuities

Robert Huebscher
6/12 3:00PM3:50PM

AAM1921. Let Your Clients Tell Your Story: Getting Great Testimonials

Christine M Nelson - Senior Communications Consultant, Ingenuity Marketing Group,LLC
Dawn Elizabeth Wagenaar - Principal, Ingenuity Marketing Group LLC

How do you get clients to say more than, 'They are responsive,' or 'They provide great, quality service'? In this session, learn the interview techniques and active listening skills that get real stories from your clients to differentiate your firm. We highlight our experience from hundreds of client interviews over more than a decade. You will learn how to ask for the interview, create the right questions, listen for telltale signs of dissatisfaction that can retain a straying client, and secure an approved, 'wow' testimonial or case study for marketing.

Learning Objectives:
1) Messaging to get partner support if necessary
2) Develop your process for asking busy clients to be interviewed and make them feel special
3) Key questions that get better answers during the interview
4) How to craft the transcript into a 'wow' testimonial that clients will approve

6/12 3:00PM3:50PM

AAM1922. Building and Scaling Your Marketing Team

Rhonda Maraziti - CMO, Withum Smith + Brown,PC

Building a high-performing team to match the needs of your growing Firm can be an exciting yet daunting journey. Join Rhonda Maraziti, Chief Marketing Officer with Withum, as she shares her story of starting at the bottom of the Marketing Department ladder 13 years ago as part of a team of four in one office, working her way up to leading a dynamic team of 22 marketing professionals in six major financial centers. She will also share the key elements of building and adding talented marketing team members to accommodate your Firm's vision for growth and the ever-changing demands of technology.

Attendees will learn:
1) Different types of departments within the Marketing Department, and what the expectations are in these roles;
2) When to create 'specialists' versus 'generalists'... even in Marketing;
3) Strategies to help build trust in each other and in the team's purpose;
4) How to be an advocate for your team, even with work/life balance.

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

TAX1917. Depreciation and Cost Recovery Update

Nathan Clark - Partner, Dixon Hughes Goodman LLP

This session will cover major changes to depreciation, bonus depreciation and cost recovery. The session will also illustrate depreciation planning regarding the sec. 199A pass-through deduction, sec. 163(j) interest deduction limitation, and Net Operating Losses.

1) Understand the changes to depreciation and cost recovery in effect for 2019

2) Understand the impact of claiming bonus depreciation on the sec. 199A pass-through deduction, sec. 163(j) interest deduction limitation, and Net Operating Losses.

6/12 3:00PM3:50PM

ENG1924. Why Trusts (EST, TAX)

Missia Vaselaney - Attorney, Taft Stettinius & Hollister, LLP

This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate.

Learning Objectives:
1. Determine what type of trust may be necessary for a clients tax and non tax objectives to be achieved.
2. Learn how trusts can help avoid delay, save costs and provide security to a client's family.

6/12 3:00PM3:50PM

TAX1918. Real Estate Tax Update

Karen Brosi - Owner, Karen Brosi, EA, CFP, LLC

As federal legislators adjust tax rules surrounding ownership and sales of real estate, it is important that CPAs stay up-to-date on real estate laws that may impact your clients. This course provides an update of real estate-related topics, including common areas of concern. You will learn what's new for rental real estate and passive activity rules; Sec. 1031 exchanges; online rental activities, Sec. 199A and more. Plus, you will take home valuable planning strategies for you and your realty clients.

Learning Objectives:
1. Recognize how to treat vacation homes and second residences.
2. Determine what happens to suspended losses when a taxpayer dies, gifts or converts rental property.
3. Identify techniques for Sec.1031 exchanges.
4. Bring multiple Code sections together to pr

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 3:50PM4:50PM

Ask the Experts Networking & Exhibit Hall Break

6/12 4:50PM6:05PM

AAM1923. Google 2019: What You Need to Know 

Danielle Leitch - Executive Vice President, MoreVisibility

As Google continues to dominate the customers digital journey, as well as provide valuable resources for marketers, make sure you are up to date on the latest and greatest. In this session, we will explore what every firm should have their Google Toolbox. Topics covered will include:

• Full-funnel marketing opportunities in Google Ads
• Effective targeting strategies
• Leveraging Google Analytics for ROI
• Establishing meaningful KPIs
• What’s Next from Google? - Voice Search, Behavioral Marketing and more!

Learning Objectives:
1) Gain deeper understanding of the hottest topics in Google brands should be considerate of now and as they strategize for 2019.
2) Learn actionable takeaways to help brands to leverage the most sophisticated options and predictive tools within Google to meet users' needs early and often – including before they even begin to search.

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

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

ENG1928. What you need to know about Social Security (PFP, TAX)

Ted Sarenski - CEO, Blue Ocean Strategic Capital

10,000 people a day become eligible for Social Security benefits. Your clients are among this group. Learn what you need to know to give them the best advice in this important income area. Objective:
1) Learn when an optimum time to begin Social Security benefits may be for different situations learn many of the Social Security benefits available beyond regular retirement Social Security benefits.

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

6/12 4:50PM6:05PM

EST1929. Legislative Update

Harry Gutman - Of Counsel, Ivins,Phillips & Barker,Chartered

This session will provide an update on federal tax legislative developments and prospects for future legislation.

Learning Objectives:
1. Understand the dynamics that led to the enactment of the 2017 legislation.

2. Examine the structural and interpretive issues presented by the legislation

3. Understand the the procedural issues involved in enacting tax legislation

4. Understand the prospects for and content of possible legislation in the 116th Congress

6/12 4:50PM6:05PM

EST1930. Estate Planning Speed Round

Mary Kay Foss - Owner, Mary Kay Foss CPA
Eileen Sherr - Senior Manager - AICPA Tax Policy & Advocacy, Association of International Certified Professional Accountants

This session covers four hot topics and developments in those areas of trust, estate and gift tax. The four experts will explain the issues and guidance you need to know to further help your clients in those four areas of estate and gift taxation. The experts will cover and answer questions about the latest developments in the specific area. Attendees will have the opportunity to exchange ideas with the speakers and their conference peers.

Learning objectives:
• Understand four of the latest developments and emerging issues in the trust, estate and gift tax areas
• Learn what the IRS, Treasury and Congress have said and plan to do in the four areas
• Identify planning opportunities and strategies that are relevant to one’s practice in the four areas covered.

6/12 4:50PM6:05PM

FIN1910. Solving the People Puzzle - New Approaches in Recruiting and Developing your Finance Talent

6/12 4:50PM6:05PM

ENG1930. Advanced Post Mortem Estate Planning (EST, PFP, TAX)

Jeremiah Doyle - Senior Vice President, BNY Mellon Wealth Management

Often the most important planning takes place after the client dies. This session will discuss the various income tax, estate tax, fiduciary income tax and generation skipping tax elections that are available after death to accomplish the best tax and dispositive objectives for the client. A checklist of planning opportunities, complete with authoritative citations, will be included in the material.

Learning Objectives:
1. Learn how to protect the fiduciary from liability for unpaid tax liabilities.

2. Discover the numerous tax saving elections available to the fiduciary which affect the disposition of the client's estate.

6/12 4:50PM6:05PM

EST1931. Hot Topics in Estate and Gift Tax Audits and Litigation

John Porter - Partner, Baker Botts LLP

This session will:
1. Provide insight into current issues being raised by the IRS in audits of 706s and 709s and in transfer tax litigation

2. Provide guidance at the planning stage and return preparation stage to best position the client to deal with those issues.

6/12 4:50PM6:05PM

FIN1911. Cost Accounting and Management in a Digital Ecosystem

6/12 4:50PM6:05PM

AAM1924. Inclusion as a Brand Advantage

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

Inclusion shapes firm reputation; can open new business relationships; and can further relationships with existing clients – if it is done right. The Accounting MOVE Project has converted the business case for inclusion to business results since 2010. Here are best practices that drive “return on inclusion” to capture the potential ‘diversity dividend” for reputation, growth, retention and firm value, and case studies from major firms that show real results.

Learning Objectives:
1) Understand why diversity & inclusion is so essential for proposals and what potential clients look for
2) Learn how talent & HR can best coordinate with marketing and business development to synchronize the mutual goal of ensuring that women and diverse staff gain essential business development experience that qualifies them for partner
3) Learn how to build a ‘trust halo’ when your firm is still ‘in process’ on inclusion efforts - as all are
4. Hear case studies from major firms that have converted diversity recognition to revenue

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

6/12 4:50PM6:05PM

NAA1935. Testing Internal Controls as a Strategy for Smaller Audited Entities

Lynford Graham - Visiting Professor, Bentley University

The chair of the Task Force of the AICPA Audit Guide Assessing and Responding to Audit Risk in a Financial Statement Audit will review the basic control assessment requirements for all audited entities. Implications for compliance and efficiency in smaller entities will be illustrated with examples. Implications of non-compliance with required procedures will be discussed.

Learning objectives:
1) Get an overview of required controls assessments and gathering of evidence of operation for all entities
2) Discuss how to assess the extent of assurance/risk to be taken from various control related procedures
3) Determine the trade-offs of different strategies in auditing key accounts such as revenues
4) Discover implications of non-conformity with basic requirements
5) Understanding of the opportunities for testing controls and greater audit efficiencies in smaller audit engagements
6) Identifying the areas of the audit most likely to benefit from more controls reliance
7) Discuss the pitfalls and dangers of failing to make a proper assessment of the entity system of internal control

6/12 4:50PM6:05PM

NAA1936. Revenue Recognition: Software Technology

Tom Groskopf - Technical Director - CPEA, Barnes Denning
6/12 4:50PM6:05PM

TAX1919. Dealing with IRS Representation

Eric Green - Partner, Green & Sklarz LLC

With more than 14 million taxpayer accounts in the Collection Division inventory and more than 7 million non-filers, the need for trained IRS Representation continues to grow. Add in the new focus on state and local tax exposure after recent court decisions, and practitioners have an opportunity to help taxpayers and expand their practice like never before. This program will explain to participants how they can make IRS Representation a part of their practice, resolve their client's worst tax nightmare, and generate more business.

Learning Objectives:
1. Understand the IRS enforcement priorities
2. Explain the issues clients face with increased collection enforcement 3. Describe the opportunities for CPAs to resolve their clients issue
4. Understand how representation can be part of a CPAs current practice

6/12 6:00PM7:00PM

Reception in Exhibit Hall

6/12 6:00PM7:00PM

Speed Mentoring Sponsored by AICPA Career Services

6/12 6:30PM9:00PM

Dine & Connect

Coming to AAM Summit at ENGAGE alone or just looking to enhance your experience? Interested in meeting new colleagues and networking in small groups? Join the fun with the AAM Dine and Connect Evening!

Thursday, June 13 2019

6/13 6:30AM6:00PM

Registration Open

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 7:00AM7:50AM

TAX19ER03. 2019 Individual Tax Reform and Advocacy Updates

Amy Wang - Senior Manager, Association of International Certified Professional Accountants
David Baldwin
Jennifer Korten
Jay Porter

Join members of the AICPA’s Individual and Self Employed Tax Technical Resource Panel (ISET TRP) for a debrief of how this past filing season went, along with a review of current legislation developments- including how the AICPA is working to advocate for our members and regulations for the Tax Cuts and Jobs Act.

The panel will also cover new cases and revenue rulings, as well as report on significant code section cases that may affect your practice. Attendees are encouraged to bring their questions to the session as well as get feedback and tips on how to start planning now for a better 2020 filing season.

After this session, you will be able to:
- Identify legislative and regulatory tax developments in individual & self-employed tax area.
- Identify emerging individual & self-employed tax policy and advocacy issues important to AICPA members.

6/13 7:00AM7:50AM

TAX19ER04. Change of Accounting Method

Annette Nellen - Professor, San Jose State University

What is a method of accounting and how and why should it ever be changed? Often when we find an error on a return, we think the solution is amending the return. But if a method is involved a different solution is required. Also, the TCJA allows more favorable accounting methods for small businesses. To change from a pre-TCJA method to a new permissible one, a change in method and Form 3115 is required. This session will:

1. Explain the change in method process, rationale, and practice tips.
2. Learn to recognize a method and how to change it if desired or required.
3.Learn how to compute a Section 481(a) adjustment and complete Form 3115 to change an accounting method.

6/13 7:00AM7:50AM

FIN19ER02. Analytics for the Finance Function

6/13 7:00AM7:50AM

FIN19ER03. Overcoming the Roadblocks in your Change Management Strategy

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

TAX19ER05. When to Form a Family Office

Randy Abeles - Partner, RSM

This session will cover everything you wanted to know regarding forming a family office. We will discuss the benefits and the costs of forming a family office and will discuss the pitfalls that many families fall into during the organization of the family office. A discussion on Multiple Family Offices versus Single Family Office and do you really need a family office. During this session we will also discuss the foundation of the family office and discuss mission statements and governance.

When you leave this session you will have the knowledge needed to evaluate when and if you need to form a family office.

You will leave this session with knowledge of the fundamental core topics that need to be discussed with your families.

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 7:00AM8:00AM

Continental Breakfast

6/13 7:50AM8:00AM

Transition Break

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 9:15AM9:30AM

Transition Break

6/13 9:30AM10:45AM

FIN1913. How to Build and Support a Team of Innovators

Dhiraj Cherian
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

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

AAM1927. Finding Hidden Business Development Horsepower at your Firm

Art Kuesel - President, Kuesel Consulting,Inc.

The growth statistics don't lie. The profession is in a two year trend of organic growth decline. Firms need business development horsepower more than ever to grow their firms. And, this growth can come from new and previously hidden sources. In this program we'll identify four major ways of adding organic growth and horsepower and follow the careers of four 'non-traditional' business developers who have added significant revenue to their firms by embracing a career shift toward 100% business development.

Learning Objectives:
1) Identify new sources of organic growth,
2) Apply new strategies to source growth within the four walls of the firm, and approach leadership with recommendations that can help drive new organic revenue sources.

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

AAM1925. Building Relationships and Referrals Through Networking: Online and the Real World

Jean Caragher - President, Capstone Marketing

Networking continues to be a top lead generation strategy for CPA firms. In fact, according to Gear Up for Growth, networking with prospects and referral sources is one of the top four marketing activities firms of every size plan to increase. This is particularly important since “referrals from peers, friends or family” is the top tool millennial business owners use to find accounting services.
Attendees will enhance their networking skills with a mock networking event during the session and leave with practical ideas and processes to grow their referral network.
Don’t miss out on the most effective way to generate leads simply because you don’t think you have the skills. Attend this session and prove yourself wrong – and grow your referral network.

Attend this hands-on, interactive session and learn:
1) How to create and expand your network – even if you are an introvert
2) The five obstacles to networking and how to overcome them
3) How to prioritize your network
4) The Top 12 questions to ask at a networking event
5) Six networking don’ts
6) How to establish and grow your network through social media

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 9:30AM10:45AM

AAM1926. No Time, No Problem: How Content Creation Can Compete (And Win) Against The Billable Hour

Abbey Kanellakis - Content Development Specialist, Rea & Associates,Inc.

Your managers and principals (you know, the ones you depend on to help you produce killer content to support your marketing strategy) are busy. They don't have time to write that 700-word blog post you need, and they don't understand why you are asking them for it now - with their major deadline approaching and client meetings to attend to. So, how do you get the killer content you need without asking them to forfeit the billable hour? This session will reveal several easy solutions you and your team can put into play immediately and will address content creation for a variety of mediums.

Learning Objectives:
1) How to be more effective when asking firm leaders for their expertise and thought leadership.
2) How to pull amazing content from principals, managers and other thought leaders (during busy season or in between client meetings) without them even knowing.
3) Content generation tools that will make your life easier.
4) How everything old can become new again when repurposing content

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

TAX1920. Individual Income Tax Update

Karen Brosi - Owner, Karen Brosi, EA, CFP, LLC
Sharon Kreider - Owner, KREIDERCPA

With the sheer number of changes in the Tax Cuts and Jobs Act of 2017, high-income taxpayers need our advice more than ever to strategize alternatives and minimize taxes. This fast-paced, lively session, presented by experienced practitioners, will bring you up to date on the latest ideas and opportunities for individuals.

Learning Objectives:
1. Explore individual changes affecting high-income clients.
2. Incorporate TCJA 2017 into 2019 planning practices.
3. Identify opportunities to strategize.
4. Be informed on latest case law and rulings.

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 9:30AM10:45AM

FIN1912. How to Develop the Optimal Finance Operating Model which is Right for your Business

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 10:45AM11:15AM

Networking Break

6/13 11:15AM12:05PM

FIN1914. What Pioneers are Doing to Realize AI’s Full Potential

6/13 11:15AM12:05PM

TAX1923. Employee Stock Option Strategies

Karen Brosi - Owner, Karen Brosi, EA, CFP, LLC

With a resurgence in technology and other business sectors, rewarding employees with company stock ownership is common. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs, and study the different tax treatments for each. You’ll come away knowing how to advise your clients on tax-advantaged strategies.

Learning Objectives:
1. Decipher the different kinds of options

2. Identify when and how to use a Section 83(b) and 83(i) election

3. Master the interplay of AMT and the Minimum Tax Credit for ISOs

4. Gain useful planning strategies to advise your clients

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

TAX1924. Tax Strategies for Life's Big Changes

James Grimaldi - Partner, Citrin Cooperman
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

TAX1922. Succession Planning

Bob Barnett
6/13 11:15AM12:05PM

AAM1930. We have too many projects planned for next year - how do we *wisely* prioritize them?

Launa Stewart - Founder / Principal Consultant, Launa Stewart Consulting

Do you have too many 'Urgent/Top' priority projects lined up for next year? Are you constantly navigating the competing needs of the different groups within your firm? In this session you will learn ways to better consolidate, articulate, and prioritize your organization's initiatives so that you can confidently draw the lines between 'should do” / “could do” / “might like to do someday”-type categories. Using decision science techniques & tools, see how you can fold hard data with “soft input” together to give your firm the best foundation possible for making sound and informed growth decisions.

Attendees will learn:
1) How to clarify your firm's most important goals / characteristics when measuring and weighting projects / initiative portfolio(s)
2)Different decisions science methodologies that can be used when gathering stakeholder's input
3) How to evolve your prioritized project list over time; integrating the inevitable changes that will occur in the market place, evolving client needs and expectations, and developments within your firm.

6/13 11:15AM12:05PM

AAM1928. When Accounting and Content Add Up: How to Measure Content ROI

Samantha A. Nystrom - Content & Digital Marketing Manager, Sikich LLP

Accounting and content and digital marketing are polar subjects that have common denominators: analysis and ROI. As digital marketing becomes more integrated, from recruiting to audits and everything in between, it gets harder to determine its ROI. With data streaming from social media to Google Analytics and PR placements, what should a company hone in on? Create a digital strategy and learn about the ROI in marketing through simple math: add your most recent digital marketing efforts, subtract the least engaging content, multiply one piece of content into six, and divide your new marketing plan internally and externally to make the most of your digital marketing efforts. Walk away with a better understanding of digital marketing analytics, and which data speaks to the greatest ROI.

Learning Objectives:
1) Distinguish which data to focus on to help refine your digital marketing strategy for greater results with less effort.
2) Walk away with an understanding of the impact content marketing has on business metrics to more effectively measure content marketing ROI.
3) Understand how to do this with minimal effort through a worksheet that guides you through how to take one piece of content and easily multiply it into six pieces that can be used in various outlets.
4) After this session, you will be better able to align content and revenue attribution.

6/13 11:15AM12:05PM

AAM1929. Tales from the Other Side: The CPA as a BD Executive

Jay L. Oliphant - CPA, DHG LLP

As accounting firms recognize the value of a solutions-based approach to serving clients, the demand for CPAs who can ask the right questions and develop trusted relationships increases. Some CPAs have translated these skills into full-time business development roles. In this session, participants will hear from a successful CPA from a Top 20 accounting and advisory firm who has dedicated his career to creating new business opportunities. CPAs, marketing specialists, and business development professionals will gain valuable insight on leveraging their skills and experience to grow their firm.

Learning Objectives
1) Understand the role of Business Development in today's CPA firm
2) Leverage the diverse background of marketing and business development professionals to grow their firm.

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 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 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 11:15AM12:05PM

TAX1921. K1 Session on the Hill

6/13 12:05PM1:15PM

Lunch

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

TAX1927. Family Investment Partnerships

Tom Ward - Partner, McDermott Will & Emery LLP
6/13 1:15PM2:30PM

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

6/13 1:15PM2:30PM

TAX1928. Estate Planning Strategies for Moderate, High and Ultra High Net Worth Clients in a Post-TCJA World: A Panel Discussion

Jeremiah Doyle - Senior Vice President, BNY Mellon Wealth Management
Ted Sarenski - CEO, Blue Ocean Strategic Capital
Martin S Finn - Founding Partner, Lavelle & Finn, LLP

Our panel of experts will examine current tax and non-tax strategies to be considered by clients in various wealth levels including:
1. Family Asset Protection in Planning Wealth Distributions
2. The Importance of Income Tax and Basis Planning
3. The Continued Relevance of QPRTs, GRATs and CRTs
4. Disability and Long Term Care Planning

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

FIN1915. Risk Management and Internal Control

6/13 1:15PM2:30PM

TAX1925. Like-Kind Exchanges: The Impact of Tax Reform, Alternative Deferral Strategies and Problem Areas

Marty Verdick - Senior Director, RSM US LLP

This presentation will focus on changes to the like-kind exchange rules as a result of tax reform, compare deferral of gain under Section 1031 vs. 1400Z (Qualified Opportunity Zone Fund) investments and problem areas frequently encountered in like-kind exchange transactions.

At the conclusion of this presentation, participants will be:
1. Better prepared to evaluate investments in Qualified Opportunity Zone Funds as an alternative to like-kind exchanges.

2. Participants will also be better prepared to address common problem areas encountered in like-kind exchange transactions.

6/13 1:15PM2:30PM

AAM1931. Playing Politics: The Psychology of the Human Workplace

Karlyn Borysenko - Organizational Psychologist, Zen Workplace

When most people think of office politics, they have a visceral negative reaction. But here’s the thing: When you learn to navigate the unspoken rules of the workplace, you can achieve more than you ever dreamed! Playing Politics offers five concepts you need to know based on the science behind how human beings make decisions at work. It’s a crowd pleaser, a talk that with entertain, inspire, and offer practical advice for improving your office effectiveness.

Learning Objectives:
1) Understand the psychological drivers of how people make decisions at work.
2) Build better relationships at work with people at all levels in your organization.
3) Inspire you to think differently about the dynamics of your organization so that you can be an influencer and change agent, using “politics” for good rather than for evil.

6/13 1:15PM2:30PM

TAX1926. Should you Convert to a C-Corp

Annette Nellen - Professor, San Jose State University

The TCJA drop in the corporate tax rate to a flat 21% makes the C corporate form of doing business sound attractive. But Congress offered temporary rate relief for other entities with a new qualified business income (QBI) deduction of 20%, but not all business activities and owners qualify for it. Pre-TCJA changes to capital gains incentive Section 1202 makes C corporations useful for attracting capital, but not all types of businesses qualify. And some TCJA changes limiting deductions for employees might lead some employees to consider a 'loan-out' entity. This session will explore the pros and cons of C corporations after the TCJA and due diligence and planning tips in considering converting to or forming this type of entity.

Learning Objectives:
1. Describe the TCJA changes that make C corporations a favored or perhaps unfavored entity choice.
2. Understand the due diligence and planning considerations relevant to converting to or forming as a C corporation.

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 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

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 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 2:30PM2:45PM

Transition Break

6/13 2:45PM4:00PM

TAX1929. Advanced S 199A Planning Strategies

Tony Nitti - Partner, RubinBrown

This session will help you identify ways to maximize your clients' Section 199A deductions. Reduce taxable income; properly identify qualified business income, and maximize the W-2 and property-based limitations.

Learning Objectives:
Answer: 1. Identify the proper choice of entity and structure for maximizing the W-2 limitation for taxpayer's above the income threshold.
2. Identify traps for the unwary that may prevent a taxpayer from maximizing the Section 199A deduction.

6/13 2:45PM4:00PM

FIN1916. Business Forecasting, Planning and Budgeting in a Digital Age

6/13 2:45PM4:00PM

FIN1917. Making ML Happen in the Finance Function

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 2:45PM4:00PM

FMA1922. Data Driven Firm Automation Panel

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

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 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 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

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

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 4:00PM4:15PM

Transition Break

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

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!

6/13 4:15PM5:05PM

TAX1930. Best Ideas Panel

Julie Welch
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

6/13 4:15PM5:05PM

FIN1918. Next Generation Financial Accounting and Reporting

6/13 4:15PM5:05PM

PST1949. Moving to a Virtual Audit

Alan Anderson - President, ACCOUNT-ability Plus
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.