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.
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.
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.
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.
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.
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.
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.
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.
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.
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 r
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.
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 famil
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.
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.
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.
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.
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.
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.
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.
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?
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!