This virtual coffee will provide the Conference’s virtual attendees with some insights as to CPA Firm Management Association and the role of the firm manager and what it means to firms today and how the position and professional can connect to rev
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.
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 an
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 advo
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.
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.
Running your company's core operations with the latest and most relevant technology can mean cost savings and additional revenues from digital products, services, and a more loyal and larger customer base.
AI 101: How to have more meaningful conversation within the business, addresses how financial professionals can use AI in the finance function as well as understand how it can be used in other aspects of the business and how to evaluate the merits
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
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.
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.
We are in a constant state of disruption as the accounting profession is faced with new technologies. As the digital age expands, the accounting profession must develop/align our processes in response to this revolution.
Often times, firms will complement their client services with technology recommendations to help improve client operations; however, they can find themselves struggling with how to find time to identify, evaluate, and implement solutions for inter
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.
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?
Accountants know that time is money – and there rarely seems to be enough time. In this session you will learn proven steps to actually improve the way you manage time and improve your workflow practices for maximum value.
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 Maryla
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!
In prior decades our businesses have been able to depend on an economic moat for defense of our profit formulas. The age of disruption has proven that no business is safe. Near monopolies and oligopolies have been or will be disrupted.
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.
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.
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?
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.
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.
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!
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.
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.
This panel, moderated by Julie Welch, will focus on the best and most current tax planning ideas for high-income individuals. This session will:
1. Pull together many of the important ideas gathered from the conference.