Limitless
possibilities
June 9–14 | MGM Grand Las Vegas or attend online
12:30 PM
6:00 PM
June 9

Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await.

Advanced Personal Financial Planning
6 CPE
Pre-Event Workshop
Onsite
Emerging Leaders & Advisors Path
7:00 AM
6:00 PM
June 10
AICPA ENGAGE
Registration
8:00 AM
5:00 PM
June 10

Day 2: Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await.

...
Advanced Personal Financial Planning
9 CPE
Pre-Event Workshop
Onsite
Emerging Leaders & Advisors Path
1:00 PM
5:00 PM
June 10

This workshop will provide a foundation in estate planning that you cannot get elsewhere.

Advanced Estate Planning
4.5 CPE
Pre-Event Workshop
Onsite
1:00 PM
5:00 PM
June 10

Increased Exclusion Amounts for Estate and Gift Tax Purposes will likely multiply the necessity for preparation of Form 706 for portability purposes.

Advanced Estate Planning
4.5 CPE
Pre-Event Workshop
Onsite
1:00 PM
5:00 PM
June 10

With the arrival of 2018, the time has now come to implement ASU 2016-14, the FASB’s most significant set of changes to the NFP financial statement model in more than 20 years.

...
Advanced Accounting and Auditing
4.5 CPE
Pre-Event Workshop
Onsite
1:00 PM
5:00 PM
June 10

Mitch Anthony is challenging advisors to step up, broaden their capacity, and embrace a new role—as retirement coach. Retirement coaching is the future of retirement planning.

...
Advanced Personal Financial Planning
4.5 CPE
Pre-Event Workshop
Onsite
5:10 PM
6:00 PM
June 10

To be announced

Advanced Estate Planning
1 CPE
Bonus Session
Onsite
5:10 PM
6:00 PM
June 10

To be announced

Advanced Accounting and Auditing
1 CPE
Bonus Session
Onsite
5:10 PM
6:00 PM
June 10

To be announced

Advanced Personal Financial Planning
1 CPE
Bonus Session
Onsite
5:10 PM
6:00 PM
June 10

To be announced

Advanced Personal Financial Planning
1 CPE
Bonus Session
Onsite
6:00 PM
7:30 PM
June 10
AICPA ENGAGE
Event
7:00 AM
7:50 AM
June 11

This is a broad overview of the income taxation of fiduciary entities, more specifically estates and non-grantor trusts.

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11

To be announced

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11

To be announced

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11

To be announced

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11

To be announced

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11

To be announced

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 11

The presentation will include uses of annuity products to meet retirement needs, and appropriate timing for considerations of annuities. Fixed annuities, variable annuities and indexed annuities...

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Retirement
7:00 AM
7:50 AM
June 11

The DOL, SEC and various state legislatures and regulators continue to address the fiduciary obligations of financial planners, including those associated with IRA rollovers.

...
Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
7:00 AM
7:50 AM
June 11

Ensuring the best possible outcome for a succession plan goes well beyond the question, “how much can I get for my firm?” In this insightful, inspiring, information-rich talk, Shannon O’Toole...

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
7:00 AM
7:50 AM
June 11

Given the current state of the world, insurance company mergers and more, now is more important than ever to have a complete review of your personal insurance policies to make sure that there are...

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Risk Management
7:00 AM
7:00 PM
June 11
AICPA ENGAGE
Event
7:00 AM
8:00 AM
June 11
AICPA ENGAGE
Event
7:50 AM
8:00 AM
June 11
AICPA ENGAGE
8:00 AM
9:15 AM
June 11

To be announced

Advanced Estate Planning
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 11

This session provides an overview of the latest developments and trends in key areas of audit and assurance.

Advanced Accounting and Auditing
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 11

Dr. David Kelly delivers his insights on global economic and market outlook using JPMorgan’s Guide to the Markets. • Economic Overview: The expansion continues into its 10th year with low...

Advanced Personal Financial Planning
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 11

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...

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
9:15 AM
9:30 AM
June 11
AICPA ENGAGE
9:30 AM
10:45 AM
June 11
Advanced Personal Financial Planning
Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
9:30 AM
10:45 AM
June 11

Focusing on the top impact areas for private companies, the technical director of the Center for Plain English Accounting (CPEA) provides an understanding of and practical insights about key...

Advanced Accounting and Auditing
1.5 CPE
Live Stream
Online
Onsite
9:30 AM
10:45 AM
June 11

This presentation will explore the impact and role of guaranteed income on retirement income strategies.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Retirement
9:30 AM
10:45 AM
June 11

Cybersecurity is a rapidly evolving area, and there is a lot to know around cybersecurity to get your practice/firm prepared. This session will discuss the important updates and issues that you...

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
9:30 AM
10:45 AM
June 11

This presentation will discuss how financial planners and other financial service professionals rank, weigh, and use client characteristics and portfolio development factors related to the...

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Investment
Emerging Leaders & Advisors Path
9:30 AM
10:45 AM
June 11

Many of your clients are not prepared for the other “ orthopedic shoe” to drop and have completed little or no planning to address paying for long term care services.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Risk Management
9:30 AM
10:45 AM
June 11

Are you starting your audit off on the right foot—or setting yourself up to do more work than necessary? Failure to comply with AU-C 315 and 330 is one of the most common audit deficiencies noted...

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
10:45 AM
11:15 AM
June 11
AICPA ENGAGE
Event
11:15 AM
12:30 PM
June 11

Many advisors shy away from implementing and administering advanced estate planning strategies. Gaining the knowledge and confidence to add these services to your practice can provide tremendous...

Advanced Personal Financial Planning
Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
11:15 AM
12:30 PM
June 11

To be announced

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:15 AM
12:30 PM
June 11

To be announced

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:15 AM
12:30 PM
June 11
Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:15 AM
12:30 PM
June 11

The AICPA's Technical Issued Committee (TIC) is a committee of CPA practitioner volunteers working to represent the views of local firms and their clients in the standards-setting process.

...
Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
11:15 AM
12:30 PM
June 11

The new revenue recognition standard (FASB ASC 606) substantially changes the accounting for variable consideration, customer loyalty programs, marketing incentives, and other customer promotions...

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
11:15 AM
12:30 PM
June 11

To be announced

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
11:15 AM
12:30 PM
June 11

This session will address some of the accounting challenges for various complex compensation arrangements seen at private companies, including profits interests.

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
11:15 AM
12:30 PM
June 11

To be announced

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Retirement
11:15 AM
12:30 PM
June 11

This session will bring together a panel of advisors who have built an advisor-drive “robo” or digital experience. How did they do it? Who did they Target? Find out more during this session....

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
Practice Management
11:15 AM
12:30 PM
June 11

SPENDING RULES: This session will focus on investment risk and its relation to periodic consumption for retired investors.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Investment
11:15 AM
12:30 PM
June 11

Dr. McClanahan will update you on the latest you need to know in regards to health insurance for early retirees.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Risk Management
11:15 AM
12:30 PM
June 11

We all want to create value.

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
12:30 PM
1:45 PM
June 11
AICPA ENGAGE
Event
1:00 PM
5:00 PM
June 11

As a firm leader, your job is to elevate your firm related to culture and people and lead your firm through major change initiatives.

CPAFMA Practice Management
4.5 CPE
Pre-Event Workshop
Onsite
1:45 PM
3:00 PM
June 11

From Nixon to Clinton, Watergate to Whitewater, few Americans have observed the ups and downs of presidential leadership more closely over the past thirty years than David Gergen.

...
EDGE Career Development
Advanced Estate Planning
Advanced Accounting and Auditing
CPAFMA Practice Management
Advanced Personal Financial Planning
Practitioners Symposium and TECH+
Tax Strategies for the High-Income Individual
1.5 CPE
ENGAGE Keynote
Live Stream
3:00 PM
3:30 PM
June 11
AICPA ENGAGE
Event
3:30 PM
4:20 PM
June 11

This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate. Determine what type of trust may be necessary for a clients tax and non tax...

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
3:30 PM
4:20 PM
June 11

The income tax return for a decedent has special rules that the CPA must navigate.

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
3:30 PM
4:20 PM
June 11
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
3:30 PM
4:20 PM
June 11

To be announced

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
3:30 PM
4:20 PM
June 11

As a result of the new revenue recognition standard, auditors will face significant challenges, not only in learning about and understanding the standard, but in designing an effective audit plan...

Advanced Accounting and Auditing
1 CPE
Live Stream
Online
Onsite
3:30 PM
4:20 PM
June 11

More than 15 years ago, Mitch Anthony broke through the ceiling of retirement planning with his groundbreaking book, The New Retirementality (now in its 4th edition).

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Retirement
3:30 PM
4:20 PM
June 11

To be announced

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Practice Management
3:30 PM
4:20 PM
June 11

This presentation will review common planning practices that could later lead to family discord or even litigation and the proactive steps one can take to reduce these outcomes.

...
Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
3:30 PM
4:20 PM
June 11

To be announced

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Investment
3:30 PM
4:20 PM
June 11

Since the introduction of paradigm-shifting Universal Life policies in the late 1970s, advisors have had to reconcile the optimistic sales illustration with the in-force reality of values that are...

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Risk Management
3:30 PM
4:20 PM
June 11

In a panel discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, our committee of experts will discuss income tax, estate tax and financial planning strategies for...

Tax Strategies for the High-Income Individual
2 CPE
Bonus Session
Onsite
3:30 PM
4:20 PM
June 11

Technology and the impact it has on the way we communicate with each other isn’t something we can ignore. Organizations must not only adapt to keep up, but fully utilize resources available to...

AICPA ENGAGE
1 CPE
Live Stream
Online
Onsite
4:15 PM
5:30 PM
June 11

For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms.

Practitioners Symposium and TECH+
1.5 CPE
Bonus Session
Onsite
Practice Management
4:15 PM
5:30 PM
June 11

This year during the IMTA Town Hall, Steve Ursillo will discuss current cyber threats as they relate to small/medium size firms and the impact. As it is a town hall format, there will be lots of...

Practitioners Symposium and TECH+
1.5 CPE
Bonus Session
Onsite
Technology
4:20 PM
4:35 PM
June 11
AICPA ENGAGE
4:35 PM
5:25 PM
June 11

To be announced

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11

More often trusts are being named as beneficiaries for retirement arrangements. The beneficiary choice has impact for both income tax and estate tax planning.

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11

To be announced

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11

Join members of the Center for Plain English Accounting (CPEA) for a unique session in which they provide a refresher on accounting guidance which practitioners commonly submit inquiries about....

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11

The session will focus on significant issues that lead to malpractice litigation in performing attest engagements, with an emphasis on the auditor's responsibility for fraud detection.

...
Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11

This session will cover the latest developments on the FASB’s efforts to reduce the cost and complexity of applying the Variable Interest Entities (VIE) guidance for private companies related to...

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11

This session will provide an update of various accounting, auditing, and reporting matters affecting employee benefit plans.
It will also include a discussion of the:
• EBP Audit Risk...

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
4:35 PM
5:25 PM
June 11
Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Retirement
4:35 PM
5:25 PM
June 11

This is a topic that has gained exposure in recent years. This session will approach the topic from a variety of angles, including efficiency, compliance, and cyber.

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Practice Management
4:35 PM
5:25 PM
June 11

We are heading out of a time of historically low interest rates. What does that mean for estate planning over the next few years as interest rates are expected to rise?

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
4:35 PM
5:25 PM
June 11

The role of a family business in wealth creation for high net worth families is well known. Less well understood is the role it plays in wealth management for these same families.

...
Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Investment
4:35 PM
5:25 PM
June 11

This session will provide best Practices as it pertains to insurance and protecting your financial advisory firm.
Attendees will learn:
• Not all insurance is the same

...
Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Risk Management
4:35 PM
5:25 PM
June 11

We asked 3 thought leaders in the profession to share how they are “Reimagining” diversity and inclusion – TedTalk style.

AICPA ENGAGE
1 CPE
Live Stream
Online
Onsite
5:00 PM
5:30 PM
June 11

Join us for a complimentary Walking Tour of the conference space at the MGM Grand! The Guided Walking Tour provides an overview of the session rooms and conference specific communities in the...

CPAFMA Practice Management
Bonus Session
Onsite
5:30 PM
7:30 PM
June 11
AICPA ENGAGE
Event
7:00 AM
7:50 AM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

We all have the same number of hours in a day and working longer and harder is an out dated model to being more productive. Accounting is a complicated practice and clients hire you to simplify a...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
7:00 AM
7:50 AM
June 12

This presentation covers more advanced aspects of fiduciary accounting and some opportunities that are available in a tax regime where it is costly to accumulate ordinary income and capital gains...

Advanced Estate Planning
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

To be announced

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

This discussion covers AICPA tax advocacy efforts regarding legislative and regulatory proposals and developments in trust, estate and gift tax.

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

To be announced

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

This session will:
• Overview the application of Income Tax Basis of Accounting (Special Purpose Framework) for Financial Reporting needs of private companies who may seek an alternative to...

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

Quality Control standards require firms to have a system. But, this is not a 'one size fits all' standard. Firms need to make sure that their system of quality control is tailored to the unique...

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

During this session, participants will learn of the upcoming changes proposed by the AICPA Auditing Standards Board to the Auditor's Report for non-issuers.

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

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

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

To be announced

Advanced Personal Financial Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
Risk Management
7:00 AM
7:50 AM
June 12
Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Retirement
7:00 AM
7:50 AM
June 12
Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Practice Management
7:00 AM
7:50 AM
June 12

Learn how to apply practical planning to common issues and opportunities seen when reviewing clients’ tax returns.

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
7:00 AM
7:50 AM
June 12

Blockchain technology is sweeping across the business world in a way that we haven't seen since the dot com era.

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
7:00 AM
7:50 AM
June 12

To be announced

Tax Strategies for the High-Income Individual
1 CPE
Bonus Session
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

This session will discuss the gig economy and tax and business considerations for workers, platform companies and even CPA firms.

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

To be announced

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

How well your firm handles a leadership transition can have a direct impact on the firm's success. Awkward transitions and failed succession candidates leave a firm vulnerable.

...
CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 12

Giving back is more than a social responsibility, it's the right thing to do. Outreach boosts employee morale, leadership opportunities and the bottom line.

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:00 PM
June 12
AICPA ENGAGE
Registration
7:00 AM
8:00 PM
June 12
AICPA ENGAGE
Event
7:50 AM
8:00 AM
June 12

To be announced

AICPA ENGAGE
8:00 AM
9:15 AM
June 12

Today’s news is filled with technology and social disruptions that tell us that business of tomorrow will not be the same as business today.

Practitioners Symposium and TECH+
1.5 CPE
Live Stream
Online
Onsite
Practice Management
8:00 AM
9:15 AM
June 12

What has changed in technology that would benefit my organization? What does the future of technology hold? How can I take better advantage of tools I already own? What changes in hardware and...

Practitioners Symposium and TECH+
1.5 CPE
Live Stream
Online
Onsite
Technology
8:00 AM
9:15 AM
June 12
Advanced Estate Planning
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 12

This session will discuss FASB’s technical activities and the outlook for accounting standards in the United States.

Advanced Accounting and Auditing
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 12

By 2023 an iPhone will have the same computing power as a human brain and by 2030 the latest model will be computationally smarter than 8 of us. It’s not only computing, every technology that...

Advanced Personal Financial Planning
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 12

To be announced

Tax Strategies for the High-Income Individual
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 12

The cream rises to the top. That is what we find in every organization regardless of its industry or profession.

CPAFMA Practice Management
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 12

Our world is evolving faster than ever before! We are awakening to our potential. We are exploring new possibilities on a larger scale.

EDGE Career Development
1.5 CPE
Live Stream
Online
Onsite
8:00 AM
9:15 AM
June 12

This interactive, hands-on session provides an introduction into innovation that is applicable for all firm types and sizes.

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
9:15 AM
9:30 AM
June 12
AICPA ENGAGE
9:30 AM
10:20 AM
June 12

Wesley Middleton, managing partner of MiddletonRaines+Zapata, LLP, tells his story of success with creating an incredible, sustainable culture and why it works (#MRZCULTure).

...
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
9:30 AM
10:20 AM
June 12

In an employee’s market, firms must continually introduce new and innovative employee engagement strategies. At the top of the talent expectations list is the ability to complete work at a time...

CPAFMA Practice Management
Practitioners Symposium and TECH+
1 CPE
Live Stream
Online
Onsite
Practice Management
9:30 AM
10:20 AM
June 12

You get what you measure'. Is your firm measuring and rewarding the behaviors that drive optimal firm performance?

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
9:30 AM
10:20 AM
June 12

Accountants have historically focused on historical financial statements as the gold standard of relevant and reliable information about businesses, but the move to real time reporting has reduced...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
9:30 AM
10:20 AM
June 12

To successfully move an organization to all SaaS environment it takes more than a credit card and a web browser. You now have to manage application access to dozens of SaaS applications for all...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
9:30 AM
10:20 AM
June 12

The use of artificial intelligence technology in accounting is no longer something for the distant future, it is here today.

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Digital
9:30 AM
10:20 AM
June 12

Portability is a game changer.

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12

Join members of the Center for Plain English Accounting (CPEA) for a unique session in which they provide a refresher on auditing and attest guidance which commonly result in practitioner...

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12

This session will provide attendees with an understanding of common violations and inquiries received by the ethics division as well as an update on recent changes to the Code of Professional...

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12

This session will provide an overview of changes to the recently released review SOC 2 Guide covering new system description criteria, Trust services criteria, guidance to performing SOC 3...

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12

An up-tempo look into the requirements and thought process surrounding going concern from both a practitioner and preparer perspective.

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12

New Tax Law (the Tax Cuts and Jobs Act) Retirement Update: The new tax rules will change the retirement tax and estate planning for virtually every client.

Advanced Personal Financial Planning
Tax Strategies for the High-Income Individual
1 CPE
Live Stream
Online
Onsite
9:30 AM
10:20 AM
June 12

This session is designed to empower participants to focus on how to best master themselves and bring themselves fully to the workplace.

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12

Don't worry, you can keep your clothes on for this (please do!!) In addition to your clothes, you will leave with a better understanding of what it means to lead from a more vulnerable and...

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
9:30 AM
10:20 AM
June 12

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...

AICPA ENGAGE
1 CPE
Live Stream
Online
Onsite
10:20 AM
11:20 AM
June 12
AICPA ENGAGE
Event
11:20 AM
12:35 PM
June 12

On February 25, 2016, the FASB issued ASU 2016-02, Leases, culminating a decade long project. The new standard creates Topic 842, Leases, in the FASB Accounting Standards Codification and will...

Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

Learn about the current/future state of data analytics standards, guidance, tools and visualization techniques.

Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

Talent recruitment is critical, and attracting the right talent requires a focused, proactive plan.

CPAFMA Practice Management
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

With the impending retirement of 78 million Baby Boomers, over 100,000 of whom are CPAs, the profession is facing significant change.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
11:20 AM
12:35 PM
June 12
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
11:20 AM
12:35 PM
June 12

The autonomous business is on the rise, through further automation of accounting and finance function, and the shift to advisory services.  The pace will only quicken as artificial intelligence (...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
11:20 AM
12:35 PM
June 12

This panel will provide a brief overview of 529 plans, then dive into plan selection, taking into account state of residence, tax benefits, investment offerings, and plan structure.

...
Advanced Personal Financial Planning
Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
11:20 AM
12:35 PM
June 12

This program will provide guidance in translating theoretical rules to actual practice regarding preparation of the Form 709, recent trends in planning and reporting issues , changes to...

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12
Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

Tax reform just made the preparation of the Form 1041 more challenging.
This session will discuss:

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

Join us as we discuss key developments in GAAP for NFPs. We'll focus especially on the final ASU for Grants and Contracts to NFPs.

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

Analytical procedures used in review engagements are the not necessarily the same as those used in an audit. In this session, we will look at what is required by the SSARS and how we can be both...

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

The probability-based school of thought on retirement income investing, with its emphasis on total-portfolio return, has dominated financial planning since the 1990s. But is it still relevant...

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Retirement
11:20 AM
12:35 PM
June 12

To be announced

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
11:20 AM
12:35 PM
June 12

At Goldman Sachs Asset Management, we believe financial professionals face a pivotal opportunity when it comes to engaging the next generation and the pending wealth transfer.

...
Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Investment
11:20 AM
12:35 PM
June 12

The Hybrid Domestic Asset Protection Trust is the leading asset protection vehicle used by planners throughout the country.

Advanced Personal Financial Planning
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Risk Management
11:20 AM
12:35 PM
June 12

This session will update participants on the IRS efforts to combat identity theft. The session will cover how practitioners are at risk for a data breach and will learn practical tips to protect...

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Individual
11:20 AM
12:35 PM
June 12
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Business
11:20 AM
12:35 PM
June 12

Impact Investing is a hot topic in the investment arena. More and more clients are interested in investing in a way to make the world a better place.

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Family Office
11:20 AM
12:35 PM
June 12

For some reason, no amount of logic or persuasion can move the people in your firm to do the things that, objectively speaking, are the right things to do.

CPAFMA Practice Management
EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12

When it matters the most and our emotions kick in, we often do our worst - and we feel like we're doing the right thing.

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
11:20 AM
12:35 PM
June 12
AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
12:35 PM
1:50 PM
June 12
AICPA ENGAGE
Event
12:50 PM
1:40 PM
June 12

To be announced

1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12
Advanced Estate Planning
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

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...

Advanced Estate Planning
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Advanced Estate Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Advanced Accounting and Auditing
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Advanced Accounting and Auditing
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Advanced Accounting and Auditing
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

With all the distractions in today's world it's becoming increasingly more challenging to focus on what matters.

Advanced Personal Financial Planning
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
12:50 PM
1:40 PM
June 12
Advanced Personal Financial Planning
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

To be announced

Advanced Personal Financial Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12
Tax Strategies for the High-Income Individual
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

CPAs with an eye to the future know that tax season is also opportunity season. CPAs in tax have begun offering a broader slate of services that more completely address their individual clients’...

Tax Strategies for the High-Income Individual
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12
Tax Strategies for the High-Income Individual
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 12

Join thought leaders for a collaborative discussion as they tell their story of success with creating an incredible, sustainable culture and why it works (#MRZCULTure).

CPAFMA Practice Management
1 CPE
Lunch and Learn
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

Alternative financial reporting frameworks are growing in popularity among entities that are not required to use GAAP.

Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12
Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

In the past, firms have been proud of themselves when they can boast that they have performance management conversations 2 to 3 times per year with their team.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
1:50 PM
3:05 PM
June 12

Technology is constantly changing and with that change a need arises to reevaluate how we approach auditing. We are seeing more electronic transaction documentation and less paper. Clients want...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
1:50 PM
3:05 PM
June 12

To be announced

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
1:50 PM
3:05 PM
June 12
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Digital
1:50 PM
3:05 PM
June 12

This session will focus on issues that affect our clients as they age. With the enhanced federal estate tax exemption, many clients are now more concerned with how to obtain and pay for long-term...

Advanced Personal Financial Planning
Advanced Estate Planning
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Retirement
Gift/Estates/Trusts
1:50 PM
3:05 PM
June 12

This session will emphasize the importance of collaboration and using the team approach to estate planning.

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

Some of the most important tax planning occurs after a client dies. This session will discuss advanced tax planning elections available after a client dies.

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

To be announced

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

This session will describe how an auditor designs an audit strategy that encompasses reliance on an entity's controls.

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

Strategy is critical when determining or explaining sample size. Session will include a discussion of the value of the Guide Audit Sampling as well as recent updates to the Guide and appendices....

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

Many firms have a CRM system, not all are reaching maximum ROI potential. Expert panelists will discuss how to get more for your CRM system.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
1:50 PM
3:05 PM
June 12
Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
1:50 PM
3:05 PM
June 12

The age of automation is decreasing the cost-to-deliver for services that were once core to our value proposition. This represents a threat and an opportunity.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Investment
1:50 PM
3:05 PM
June 12

The panel will debate the age old question: Why buy any life insurance other than term insurance?

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Risk Management
1:50 PM
3:05 PM
June 12

To be announced

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Individual
1:50 PM
3:05 PM
June 12
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Business
1:50 PM
3:05 PM
June 12

This course will cover relevant hot topics in the family office industry.

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Family Office
1:50 PM
3:05 PM
June 12

Emotional Intelligence is so critical to success that it accounts for over 60% of performance in all types of jobs. It’s the single biggest predictor of performance in the workplace and the...

CPAFMA Practice Management
EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

Maintaining growth and profit in a competitive landscape begins with delivering better experiences to current clients.

CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

In a perfect world, giving and receiving performance feedback would be easy. We’d be candid and caring, accurate and forward-looking, understanding and adapting.

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
1:50 PM
3:05 PM
June 12

To be announced

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
3:05 PM
4:05 PM
June 12
AICPA ENGAGE
Event
4:05 PM
4:55 PM
June 12

Employee Engagement...Huge area and biggest indicator of turnover within firms. We will look at how to best measure engagement, how to increase engagement, and what to do if/when indicators of low...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
4:05 PM
4:55 PM
June 12

Making the most of all the available talent is a business imperative for any firm, especially as the competition for qualified professionals grows and baby boomer leaders head into retirement....

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
4:05 PM
4:55 PM
June 12

Mr. Koltin will present on best practices and strategies to ensure that your firm implements a successful performance based partner compensation system.

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
4:05 PM
4:55 PM
June 12

We have a lot of different clouds, but much of our data in the cloud isn't accessible from the other apps in the cloud.

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
4:05 PM
4:55 PM
June 12

Are you enabling your workforce for remote work? Are you taking advantage of the latest trends and technologies? Get practical reviews on gear, apps, and accessories for anyone who works out of...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
4:05 PM
4:55 PM
June 12

A review of blockchain technology and its impact on the world of accountancy.
Learning objectives:
• Learn the basics of blockchain, what it is, how it functions

...
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Digital
4:05 PM
4:55 PM
June 12

To be announced

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:05 PM
4:55 PM
June 12

In this session the speaker will discuss the various options available when planning for client's who don't have children. The attendee will learn why planning for such clients is usually more...

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:05 PM
4:55 PM
June 12
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:05 PM
4:55 PM
June 12

In this session, Wenli Wang will be discussing the impact of rapid changes in technology and development in AI on our profession. Learn how you can adapt to these changes and the new skills...

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
4:05 PM
4:55 PM
June 12

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...

Advanced Accounting and Auditing
1 CPE
Live Stream
Online
Onsite
4:05 PM
4:55 PM
June 12

As the population ages the effects of deterioration of cognitive abilities is of increasing concern for financial advisors. In this session the the relationships of memory, mental status, and...

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Retirement
4:05 PM
4:55 PM
June 12

Research shows that women enhance the value of a financial planning team so why are there not more female planners?

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Practice Management
4:05 PM
4:55 PM
June 12

While it is ‘standard’ for advisors to diversify into an asset allocated portfolio, the question of where to locate those asset classes is more challenging.

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
4:05 PM
4:55 PM
June 12

This presentation will cover how to do due diligence on ETFs, the benefits and drawbacks of using ETFs in your investment implementation, and the differences between active and passive ETFs....

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Investment
4:05 PM
4:55 PM
June 12

This session will cover disability insurance in each state of life including the need for coverage and the different solutions available to put together a comprehensive income protection plan....

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
4:05 PM
4:55 PM
June 12

The IRS is continuing to focus its resources and attention on unreported foreign assets. Foreign financial institutions are implementing and executing procedures to identify US taxpayers and...

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Individual
4:05 PM
4:55 PM
June 12

The session will:
• Explore the impact of tax reform on partnerships and partners, strategies involving the new centralized partnership audit regime, and other major partnership tax...

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Business
4:05 PM
4:55 PM
June 12

This session will address income tax, sales + use tax, and gift + estate tax considerations for planning with art and collectibles.

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Gift/Estates/Trusts
4:05 PM
4:55 PM
June 12

This session will:
• Address income tax, sales + use tax, and gift + estate tax considerations for planning with art and collectibles.
• Understand specific tax treatment for art...

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Family Office
4:05 PM
4:55 PM
June 12

In today’s world, we are continually looking for the latest leadership “theories” that we can implement that will make us better leaders, help motivate others and get them to follow our lead....

CPAFMA Practice Management
EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
4:05 PM
4:55 PM
June 12

Discussion of firms options in Succession Planning. Including ideas as to how to execute a plan.

Learning objectives:
• Understand firm options
• Assistance in execution of...

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
4:05 PM
4:55 PM
June 12

Every career decision has trade-offs and opportunity costs. There’s no “right” answer for every person, but making intentional decisions about your work-life will lead you down a path of living a...

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
4:55 PM
5:10 PM
June 12
AICPA ENGAGE
5:10 PM
6:00 PM
June 12

To be announced

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
5:10 PM
6:00 PM
June 12

Developing the next level of firm leadership requires a proactive and intentional strategy.
In this session, you will:

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
5:10 PM
6:00 PM
June 12

Basic status quo mindsets are a drain on your firm. They're a drain on growth, profitability, and ultimately the long-term sustainability of your organization.

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
5:10 PM
6:00 PM
June 12

Microsoft recently added a new tool called the Excel Data Model, which allows sophisticated database tools like the creation of tables, joining multiple tables together, data analysis expressions...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
5:10 PM
6:00 PM
June 12

Without a technology roadmap, it is easy for any business/firm to fall into one of five traps: 1) Following the Herd, 2) Thinking you are different, but not leveraging your unique strengths.

...
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
5:10 PM
6:00 PM
June 12

Staffing an audit team has historically been about scheduling manpower. Paperless technology, workflow tools and electronic worksheets aided in significant productivity gains, but now a...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Digital
5:10 PM
6:00 PM
June 12
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

In the Modifying an Irrevocable Trust with Decanting and other Alternatives Session, the speakers will discuss ways to modify irrevocable trusts to make them more efficient for creditor, estate...

Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12
Advanced Estate Planning
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12
Advanced Estate Planning
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

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...

Advanced Accounting and Auditing
1 CPE
Live Stream
Online
Onsite
5:10 PM
6:00 PM
June 12

It's Back! Please join us to hear the best ideas presented during the conference's first two days. as an added feature, we have asked all speakers to come up with one or two best ideas from the...

Advanced Personal Financial Planning
1 CPE
Live Stream
Online
Onsite
Emerging Leaders & Advisors Path
5:10 PM
6:00 PM
June 12
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

The Tax Cuts and Jobs Act added new Section 199A to the Code, granting a 20% deduction against 'qualified business income' for S corporation shareholders. But how does the deduction really work?...

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

Private foundations offer great flexibility for the most traditional to the most entrepreneurial philanthropist. The key to maximizing the benefits and minimizing risks is understanding the...

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

Effectively getting associates engaged in what’s most important in achieving your practice’s strategic and operational goals puts dollars on the top and bottom line.

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

Help firms understand the new importance of developing a Learning and Development culture.

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

The woman's initiative is one of current focus for the CPA profession.  I would like to interview different high-powered women in various fields, including the accounting profession and possibly...

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12

You’ve done it! Education. Licenses. Certifications. Experience. Networking. Personal Branding. Each “success” prepares you to be a great asset for any employer. You live up to such expectations...

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
5:10 PM
6:00 PM
June 12
AICPA ENGAGE
1 CPE
Live Stream
Online
Onsite
6:00 PM
7:00 PM
June 12
AICPA ENGAGE
Event
7:00 AM
8:00 AM
June 13

CPAFMA Chapter leaders are invited to this annual recognition breakfast where ideas will be shared and the Chapter of the Year will be recognized.

CPAFMA Practice Management
Event
7:00 AM
6:00 PM
June 13
AICPA ENGAGE
Registration
7:00 AM
8:00 AM
June 13
AICPA ENGAGE
Event
8:00 AM
9:15 AM
June 13

To be announced

Advanced Personal Financial Planning
Advanced Estate Planning
Tax Strategies for the High-Income Individual
Practitioners Symposium and TECH+
Advanced Accounting and Auditing
CPAFMA Practice Management
EDGE Career Development
1.5 CPE
ENGAGE Keynote
Live Stream
Online
Onsite
9:15 AM
9:30 AM
June 13
AICPA ENGAGE
9:30 AM
10:20 AM
June 13

To survive and thrive, organizations need original thinking. Yet most individuals stay silent instead of voicing their best ideas—and many leaders stifle dissent rather than encouraging it.

...
EDGE Career Development
Advanced Estate Planning
Advanced Accounting and Auditing
CPAFMA Practice Management
Advanced Personal Financial Planning
Practitioners Symposium and TECH+
Tax Strategies for the High-Income Individual
1 CPE
ENGAGE Keynote
Live Stream
Online
Onsite
9:30 AM
10:20 AM
June 13

This session is a review of recent and pending tax legislation. Understand the tax legislative process.

Advanced Estate Planning
1 CPE
Live Stream
Online
Onsite
10:20 AM
11:05 AM
June 13
AICPA ENGAGE
Event
11:05 AM
12:20 PM
June 13

The Chairs of the ASB and the ARSC as well as a senior manager from the AICPA’s Audit and Attest Standards Team will discuss recently issued standards for audits (SASs), preparation, compilation,...

Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Live Stream
Online
Onsite
11:05 AM
12:20 PM
June 13

To be announced

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
11:05 AM
12:20 PM
June 13

Are you happy with your Firm's profitability? Join Bill Pirolli as he reviews the 7 key drivers of profitable firms. Is your Firm suffering from scope creep and lack of accountability?

...
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
11:05 AM
12:20 PM
June 13

Blockchain technology continues to make waves in both accounting and the technology industry. Successful proof-of-concept projects are announced everyday bringing this disruptive technology closer...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
11:05 AM
12:20 PM
June 13

The platform and technology ecosystem required in the advisory services game is significantly different than the firm's technology designed for tax and audit.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
11:05 AM
12:20 PM
June 13

As many firms strive to reach a level of providing CFO services for their clients, many are unsure what that looks like. In this session, two firms providing Virtual CFO services for their clients...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Digital
11:05 AM
12:20 PM
June 13
Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:05 AM
12:20 PM
June 13

Gain practical and useful knowledge of estate planning documents as you:
• Review actual paragraphs from wills and trusts
• Discuss tax and non-tax issues
• Obtain a checklist of...

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:05 AM
12:20 PM
June 13

The trajectory of our duties and responsibilities toward clients and others is evolving in a sharp upward spiral. Expanding theories of liability have contributed to a huge increase in malpractice...

Advanced Estate Planning
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
11:05 AM
12:20 PM
June 13

This session will update participants on current developments in charitable giving. Participants will:
Gain awareness on current issues involving charitable giving
Learn strategies for...

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
11:05 AM
12:20 PM
June 13

For long-term investors, the reality is that even if markets are volatile for a period of time, as long as the portfolio stays invested, returns can average out in the long run.

...
Advanced Personal Financial Planning
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Retirement
11:05 AM
12:20 PM
June 13

This session will discussion how digital onboarding, account aggregation, workflows and interactive tools are changing the client experience.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
11:05 AM
12:20 PM
June 13

In this session you will learn the most common issues planners face when working with income or assets from multiple countries.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
11:05 AM
12:20 PM
June 13

This year more adult diapers will be sold in Japan than baby diapers, due to a decreased birth rate and increasing longevity. Now, it’s happening here.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Investment
11:05 AM
12:20 PM
June 13

According to the Brookings Institute, wealthy seniors are living, on average, 8-12 years longer than seniors at lower income levels.

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Risk Management
11:05 AM
12:20 PM
June 13

To be announced

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Business
11:05 AM
12:20 PM
June 13

An increasingly competitive market and increased access to information are requiring family offices to keep pace in the recruiting, compensation and retention arena for key executive talent to...

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Family Office
11:05 AM
12:20 PM
June 13

Join us for a session with firm managers of accounting firms with 25 or fewer people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today....

CPAFMA Practice Management
1.5 CPE
Onsite
11:05 AM
12:20 PM
June 13

Join us for a session with firm managers of accounting firms with between 26 and 49 people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today...

CPAFMA Practice Management
1.5 CPE
Onsite
11:05 AM
12:20 PM
June 13

Join us for a session with firm managers of accounting firms with between 50 and 75 people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today...

CPAFMA Practice Management
1.5 CPE
Onsite
11:05 AM
12:20 PM
June 13

Join us for a session with firm managers of accounting firms with between 76 and 110 people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms...

CPAFMA Practice Management
1.5 CPE
Onsite
11:05 AM
12:20 PM
June 13

Join us for a session with firm managers of accounting firms with more than 110 people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today....

CPAFMA Practice Management
1.5 CPE
Onsite
11:05 AM
12:20 PM
June 13

Great leaders have courage. They make the tough choices. How do they have that courage? Is it a rogue sense of "My way is the best way?" Is it a sense of high moral values of right and wrong?...

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
11:05 AM
12:20 PM
June 13

Whether you work in business & industry, public or non-profit accounting as you move up the career ladder more and more of your responsibilities will rely on your ability to “Own” your...

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
11:05 AM
12:20 PM
June 13

IdeaAcct: Great ideas always create new realities! The pace of change today is greater than anything the profession has ever seen before. The accounting profession will probably look very...

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
12:20 PM
1:45 PM
June 13
AICPA ENGAGE
Event
12:50 PM
1:40 PM
June 13

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Practitioners Symposium and TECH+
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Advanced Estate Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Advanced Estate Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Advanced Estate Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Advanced Accounting and Auditing
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Advanced Accounting and Auditing
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Advanced Accounting and Auditing
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

Join us for an engaging lunch to ask all the questions you were afraid to ask about being a woman in business or adding female talent to your firm.

Advanced Personal Financial Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

This interactive seminar will focus on a number of practical issues in managing private client portfolios.

Advanced Personal Financial Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

To be announced

Advanced Personal Financial Planning
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13
Tax Strategies for the High-Income Individual
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13
Tax Strategies for the High-Income Individual
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13
Tax Strategies for the High-Income Individual
1 CPE
Bonus Session
Audio Cast
Online
Onsite
12:50 PM
1:40 PM
June 13

Join us over lunch as we continue to share with firm managers of accounting firms with 25 or fewer people to get inspired, enlightened, encouraged and educated on the top trends and issues facing...

CPAFMA Practice Management
1 CPE
Bonus Session
Onsite
12:50 PM
1:40 PM
June 13

Join us over lunch as we continue to share with firm managers of accounting firms with 26-49 people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA...

CPAFMA Practice Management
1 CPE
Bonus Session
Onsite
12:50 PM
1:40 PM
June 13

Join us over lunch as we continue to share with firm managers of accounting firms with 50-75 people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA...

CPAFMA Practice Management
1 CPE
Bonus Session
Onsite
12:50 PM
1:40 PM
June 13

Join us over lunch as we continue to share with firm managers of accounting firms with 50-75 people to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA...

CPAFMA Practice Management
1 CPE
Bonus Session
Onsite
12:50 PM
1:40 PM
June 13

Join us over lunch as we continue to share with firm managers of accounting firms with more than 110 people to get inspired, enlightened, encouraged and educated on the top trends and issues...

CPAFMA Practice Management
1 CPE
Bonus Session
Onsite
1:45 PM
3:00 PM
June 13

Compilation, preparation – is there really a difference? There is!

Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

Have ever noticed your clients eyes glaze over when you are discussing their financial statements with them?

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
1:45 PM
3:00 PM
June 13

The M & A marketplace is rapidly morphing. Is it still and going to be a sellers or buyers marketplace? How are valuations changing? What makes a firm more attractive? How is IT impacting M...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
1:45 PM
3:00 PM
June 13

This session is dedicated to the possibility that professionals can greatly increase the value they provide to their customers if they hone their skills at asking better, more effective questions...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
1:45 PM
3:00 PM
June 13

Most of us are a part of this profession because we really enjoy advising our clients and helping them succeed. If we're honest, we spend a lot less time advising and a lot more time just cleaning...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
1:45 PM
3:00 PM
June 13

Forget the “CPA Firm of the Future,” it’s the “CPA Firm of NOW” that is of immediate concern!

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
1:45 PM
3:00 PM
June 13

This session discusses the characterization of property as community and its impact both inside and outside community property states.

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

The Trump Tax Act substantially increased the amount of gift and estate tax exemption available for each person. The changes expire after 2025. Now what do we do? Do we hurry and make gifts? Do we...

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

Participants in this session will learn the similarities and differences between donor advised funds and private foundations and when and how to use these two powerful charitable giving platforms...

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

A case study approach to issues that arise when family office meets philanthropy.

Advanced Estate Planning
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

The year of the new retiree healthcare reporting has come.

Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13
Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13
Advanced Accounting and Auditing
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

The session will address up to date tax and financial planning for the most efficient and appropriate withdrawals from retirement plans.

Advanced Personal Financial Planning
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Retirement
1:45 PM
3:00 PM
June 13
Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
1:45 PM
3:00 PM
June 13

To be announced

Advanced Personal Financial Planning
1.5 CPE
Audio Cast
Online
Onsite
Investment
1:45 PM
3:00 PM
June 13
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Business
1:45 PM
3:00 PM
June 13
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Gift/Estates/Trusts
1:45 PM
3:00 PM
June 13

The best laid plans ...

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Family Office
1:45 PM
3:00 PM
June 13

In this fast moving and exciting session, we will explore the 10 attributes that managers must develop in their quest to be a superstar in their firm.

CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

Whether you are new to marketing or have been at it for a while, overseeing or spearheading marketing for your firm can be a huge undertaking.

CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

Do you feel like a majority of your time is spent managing crises? At the end of the day are you completely drained of energy and unable to accomplish anything of real significance?

...
EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
1:45 PM
3:00 PM
June 13

Thought leaders are more present than ever in our personal and professional lives. We follow them on social media, read their books, and work at applying the concepts they preach.

...
EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
3:00 PM
3:15 PM
June 13
AICPA ENGAGE
3:15 PM
4:05 PM
June 13

With the session you will gather and understand the requirements for the new lease standards.

Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
3:15 PM
4:05 PM
June 13

What are some of the key items you need to address in your ownership agreement?

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
3:15 PM
4:05 PM
June 13

This panel session will focus on the growing array of third party risk assurance services in the market including certifications such as PCI, HITRUST, FedRAMP, ISO 27001, etc.

...
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
3:15 PM
4:05 PM
June 13

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...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
3:15 PM
4:05 PM
June 13

Sales and use tax impacts most businesses, and is getting more complicated due to changing legislation due to shrinking revenue sources. Businesses need their Trusted Business Advisor to make them...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Digital
3:15 PM
4:05 PM
June 13

Address the estate and tax planning issues that the vast majority of our clients face on a regular basis – what they are and how we can advise them.

Advanced Personal Financial Planning
Advanced Estate Planning
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
3:15 PM
4:05 PM
June 13
Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13

This session will cover the most current version of US Government Auditing Standards most commonly known as the Yellow Book which has been recently updated.

Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13
Advanced Accounting and Auditing
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13

The transition from employer insurance to Medicare is fraught with confusion.

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Retirement
3:15 PM
4:05 PM
June 13

Have you ever wanted to separate fact from hype about financial life planning?

Advanced Personal Financial Planning
1 CPE
Audio Cast
Online
Onsite
Emerging Leaders & Advisors Path
3:15 PM
4:05 PM
June 13

Virtual currency, domain names, social media assets, the cloud, crowdfunding, splits, forks and many other types of modern assets and digital transactions often defy existing tax statutes.

...
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Business
3:15 PM
4:05 PM
June 13

Changing your residency - it's not as easy as you might think.
After this session you will be able to:
• Understand the retirement and estate tax implications of a change of residency...

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Individual
3:15 PM
4:05 PM
June 13
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Family Office
3:15 PM
4:05 PM
June 13

You hire smart people. Why don't they perform as you expect them to? And worse, why do you assume that because they are good students, they will be good professionals?

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13

Excel is a staple of the business professional’s toolbox, yet, all too often, new features remain undiscovered and underutilized, leading to inefficiencies and errors.

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13

Based upon recently released research studies of highly effective teams, they found that teams that set 2 to 3 goals were most likely achieve all the goals that they set out with the highest level...

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13

You have now shifted your career focus from being an individual contributor to leading a team. As our focus changes, so must our attitudes and skills.

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
3:15 PM
4:05 PM
June 13

Four distinct generations are working together shoulder to shoulder, each with a unique set of attitudes, values and work styles. It used to be that older workers were bosses and younger ones took...

AICPA ENGAGE
1 CPE
Audio Cast
Online
Onsite
4:05 PM
4:35 PM
June 13
AICPA ENGAGE
Event
4:35 PM
5:50 PM
June 13
Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
4:35 PM
5:50 PM
June 13

Audit clients continue to become more global, diverse and technology reliant while the audit methodologies used by most firms hasn’t fundamentally changed in 25 years.

Advanced Accounting and Auditing
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
4:35 PM
5:50 PM
June 13

Tax reform limits the federal income tax deduction for state and local taxes paid to only $10,000 per year.

Advanced Personal Financial Planning
Advanced Estate Planning
Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Tax/Wealth Management
4:35 PM
5:50 PM
June 13

Learning to overcome objections is critical to successfully developing business with both current and new clients.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
4:35 PM
5:50 PM
June 13

Bring Your Own has become both formal and informal initiatives in all of our businesses. Get an update on some of the latest strategies, trends, and suggestions for updating your BYO policies....

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
4:35 PM
5:50 PM
June 13

Future ready firms are constantly identifying opportunities to enhance productivity, increase employee and client satisfaction, and increase firm profitability.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Digital
4:35 PM
5:50 PM
June 13

Social Security is the base of everyone's retirement yet is the least understood by most clients. learn the ins and outs of the system and how to best advise your clients of the optimal claiming...

Advanced Personal Financial Planning
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Retirement
4:35 PM
5:50 PM
June 13

This session will:
• Cover tax implications of doing business in multiple states.
• Identify and understand the nexus rules applicable to multi-state businesses.

...
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Business
4:35 PM
5:50 PM
June 13

This session will:
• Explore strategies involving trusts typically used in estate planning to generate current income tax deductions, income tax deferral and legal avoidance of state income...

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Gift/Estates/Trusts
4:35 PM
5:50 PM
June 13

This session will focus on partnership tax principles and options related to contributions, allocations and distributions involving a family investment partnership.

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Family Office
4:35 PM
5:50 PM
June 13

This reception will including networking, a state-of-the-association and recognition of the Association's ACE Award and Emerging Leader Award recipients.

CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
4:35 PM
5:50 PM
June 13

Ever feel like you're struggling to belong? That everyone else around you has found their natural group and you're always on the outside looking in?

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
4:35 PM
5:50 PM
June 13

Five key questions to help your project be successful: When is it due; When do you need it by; How long should it take; What do you know that I need to know; Why are we doing it?

...
EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
4:35 PM
5:50 PM
June 13

Some brands are almost universally recognizable. With just a glance at their logo, you know precisely the level of service or quality of product you will get.

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
5:50 PM
7:30 PM
June 13
AICPA ENGAGE
Event
8:30 PM
10:00 PM
June 13

Join CPAFMA members and guests for a night cap and dessert.

CPAFMA Practice Management
Event
7:00 AM
7:50 AM
June 14

To be announced

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
7:00 AM
7:50 AM
June 14

Leadership is intentional influence. If our efforts as a leader are not leading to behavior change, then we’re not leading. We are much more blind than we may think when it comes to the...

Practitioners Symposium and TECH+
EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
Practice Management
7:00 AM
7:50 AM
June 14

Come and join Gerry as he takes us on a guided tour of the lessor known applications included in your Office 365 Business and Enterprise licences.

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
7:00 AM
7:50 AM
June 14

What are some of the practice management opportunities and challenges firms across the country are experiencing?

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
7:00 AM
7:50 AM
June 14
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 14
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 14
Tax Strategies for the High-Income Individual
1 CPE
Bonus Session
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 14

To be announced

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 14
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 14

Done RIGHT, feedback can be an essential tool that drives development, performance, and engagement. Unfortunately, many managers have not been provided with education and training on how to...

CPAFMA Practice Management
EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
7:00 AM
7:50 AM
June 14

There was a time when employment law was exclusively the concern of the firm's attorney, it was pretty much considered common sense. Today, employment laws are far-reaching, and firm leaders can't...

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
7:00 AM
6:00 PM
June 14
AICPA ENGAGE
Registration
7:00 AM
8:00 AM
June 14
AICPA ENGAGE
Event
7:00 AM
7:50 AM
June 14

Establishing a presence on social media is just the first step in a journey. The three ways an audience discovers your channels and content is a product of a formula made up of owned, earned and...

AICPA ENGAGE
1 CPE
Live Stream
Online
Onsite
7:50 AM
8:00 AM
June 14
AICPA ENGAGE
8:00 AM
9:15 AM
June 14

To be announced

Advanced Personal Financial Planning
Advanced Estate Planning
Tax Strategies for the High-Income Individual
Practitioners Symposium and TECH+
Advanced Accounting and Auditing
CPAFMA Practice Management
EDGE Career Development
1 CPE
ENGAGE Keynote
Live Stream
Online
Onsite
9:15 AM
9:30 AM
June 14
AICPA ENGAGE
9:30 AM
10:45 AM
June 14

Are you frustrated with how much time gets put into you’re A&A engagement? There ARE better ways to approach all types of A&A engagements.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
9:30 AM
10:45 AM
June 14

Administration is often overlooked when it comes to process optimization; this session provides an overview of what LEAN Six Sigma is and how to apply it within your firm, including a checklist of...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
9:30 AM
10:45 AM
June 14

With the current climate of security breaches globally it's time to break things down and talk about how you and your firm can be more proactive in protecting data.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Practice Management
9:30 AM
10:45 AM
June 14

As the number of companies offering workplace flexibility and remote work arrangements continues to grow, the likelihood that your firm will get the request to work outside the office (or already...

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
9:30 AM
10:45 AM
June 14

There is an increased awareness on how automation is causing accounting firms to evolve from focusing less on compliance and more on insight and strategy.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
9:30 AM
10:45 AM
June 14

Identify the tools available to manage back office securely and efficiently and learn about best practices in AP management for Family Office and HNW individuals.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Digital
9:30 AM
10:45 AM
June 14

Our esteemed panel will explain the estate and gift provisions of the Tax Cuts and Jobs Act and
discuss how planning with your clients has changed in this new environment. Importantly, our...

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
9:30 AM
10:45 AM
June 14

Making the right investments in learning and development programs is both highly important as well as challenging in today’s face paced and ever changing business environment.

...
CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
9:30 AM
10:45 AM
June 14

The traditional review process is the most common method of delivering performance appraisals to employees. However, research shows that this process has little to no positive effects on the...

CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
9:30 AM
10:45 AM
June 14

In the book "The IDEAL Team Player" by Patrick Lencioni, Mr. Lencioni introduces three traits or "virtues" that the "IDEAL Team Player" embodies: humility, hunger, and people smarts.

...
EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
9:30 AM
10:45 AM
June 14

As we grow, we are all placed in situations where we have to perform under pressure. Learn how a major league pitching coach gets his players to perform under pressure, and how these tactics...

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
9:30 AM
10:45 AM
June 14

One of the most important parts of an organization is the relationship they keep with customers. Understanding your clients journey from the beginning can inform business decisions and shape the...

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
10:45 AM
11:15 AM
June 14
AICPA ENGAGE
Event
11:15 AM
12:05 PM
June 14
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
11:15 AM
12:05 PM
June 14

In this seminar, we cover the “Art of HR” and the next great frontier for the accounting profession, a true diversification of talent.

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
11:15 AM
12:05 PM
June 14
Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Practice Management
11:15 AM
12:05 PM
June 14

Worried about whether your data is at risk for a cyber-attack or data breach?

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
11:15 AM
12:05 PM
June 14

Today's technology environment is difficult for even the most prepared firms, and the thankless job of the IT partner or IT manager is often made even more challenging due to factors often outside...

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Technology
11:15 AM
12:05 PM
June 14

Join our industry leading experts for a panel discussion on where each form of “Robo” fits in the defined contribution world today, and where they are going in the future.

Practitioners Symposium and TECH+
1 CPE
Audio Cast
Online
Onsite
Digital
11:15 AM
12:05 PM
June 14

Tax reform has a significant impact on the treatment of employee compensation and benefits, including executive compensation, fringe benefits, retirement plans and new rules for tax-exempt...

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Individual
11:15 AM
12:05 PM
June 14

To be announced

Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Business
11:15 AM
12:05 PM
June 14
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
Gift/Estates/Trusts
11:15 AM
12:05 PM
June 14
Tax Strategies for the High-Income Individual
1 CPE
Audio Cast
Online
Onsite
11:15 AM
12:05 PM
June 14

Stay interviews can be an effective tool for engaging and retaining your most important resource – your people.

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
11:15 AM
12:05 PM
June 14

Most accounting firms identify their people as their most important asset, however they do not focus their efforts on creating a strategic approach to sourcing, acquiring and retaining talented...

CPAFMA Practice Management
1 CPE
Audio Cast
Online
Onsite
11:15 AM
12:05 PM
June 14

One dimension of diversity in the workplace that is not often discussed is introversion versus extroversion. This session will discuss the differences in these two personalities and the way they...

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
11:15 AM
12:05 PM
June 14

Learn about how to create extraordinary content for use in marketing materials or internal training or presentations for prospective employees whether you are in public practice or private...

EDGE Career Development
1 CPE
Audio Cast
Online
Onsite
11:15 AM
12:05 PM
June 14

Like many other professions, the accounting profession is in a war for talent. Therefore, maximizing and retaining talent is significant if we are to effectively compete in today’s marketplace....

AICPA ENGAGE
1 CPE
Live Stream
Online
Onsite
12:05 PM
1:15 PM
June 14
AICPA ENGAGE
Event
12:15 PM
1:05 PM
June 14

This session will provide insight into some of the cyber risks your firms are facing. We'll share recent risks, what to watch for, and look at some of the challenges of staying ahead of the bad...

CPAFMA Practice Management
1 CPE
Bonus Session
Audio Cast
Online
Onsite
1:15 PM
2:30 PM
June 14

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Practitioners Symposium and TECH+
CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
1:15 PM
2:30 PM
June 14

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Practitioners Symposium and TECH+
CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
1:15 PM
2:30 PM
June 14

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Practitioners Symposium and TECH+
CPAFMA Practice Management
1.5 CPE
Audio Cast
Online
Onsite
1:15 PM
2:30 PM
June 14

As new Cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for organizational leadership.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
1:15 PM
2:30 PM
June 14

To be announced

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Technology
1:15 PM
2:30 PM
June 14

The ability to use hard trends to drive innovation and outcomes in business is becoming an important skill.

Practitioners Symposium and TECH+
1.5 CPE
Audio Cast
Online
Onsite
Digital
1:15 PM
2:30 PM
June 14

To be announced

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Individual
1:15 PM
2:30 PM
June 14
Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Business
1:15 PM
2:30 PM
June 14

This session will teach the CPA how to identify the most important parts of the trust document and how to identify the boilerplate.

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
Gift/Estates/Trusts
1:15 PM
2:30 PM
June 14

The number of accuracy-related penalties assessed against individual taxpayers increased from 58,366 in 2005 to 499,190 in 2016. That is nearly a 900% increase over the past decade! Are there more...

Tax Strategies for the High-Income Individual
1.5 CPE
Audio Cast
Online
Onsite
1:15 PM
2:30 PM
June 14

This session will focus on body language in meetings, during presentations, and in social settings. Our messages are portrayed significantly by our non-verbals. Learn how to be magnetic to others...

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
1:15 PM
2:30 PM
June 14

Most of us are not going to be thrust into a leadership role with lots of responsibility early in our careers. It can take time to build the connections and credibility for that to happen.

...
EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
1:15 PM
2:30 PM
June 14

Pursuing a new designation, credential or certificate can be a challenging journey. Almost as challenging as figuring out where to start and which one to select!

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
2:30 PM
2:45 PM
June 14
AICPA ENGAGE
2:30 PM
2:45 PM
June 14
AICPA ENGAGE
2:45 PM
4:00 PM
June 14

Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live.

Practitioners Symposium and TECH+
CPAFMA Practice Management
1.5 CPE
Live Stream
Online
Onsite
2:45 PM
4:00 PM
June 14

With more than 14 million taxpayer accounts in the IRS Collection Division inventory, IRS enforcement continues to be a priority.

Tax Strategies for the High-Income Individual
1.5 CPE
Live Stream
Online
Onsite
2:45 PM
4:00 PM
June 14

Ever get that feeling that if you have to sit through one more meeting without accomplishing something, you might die? Then this session is for you - think collaboration!

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
2:45 PM
4:00 PM
June 14

How many generations are there now? We have multiple generations in the workplace, with Generation Z soon entering the workforce. How do we connect all of these generations to make a productive...

EDGE Career Development
1.5 CPE
Audio Cast
Online
Onsite
2:45 PM
4:00 PM
June 14

A simplification of the new standards: A&A toolkits for Small Firms.....Join us as we provide a quick overview of the hottest new accounting standards governing leases, revenue, and not-for-...

AICPA ENGAGE
1.5 CPE
Live Stream
Online
Onsite
4:00 PM
4:15 PM
June 14
AICPA ENGAGE
4:15 PM
5:05 PM
June 14

We often attend seminars and look for key points to take back to our firms for implementation. This session is solely devoted to that in the practice management arena.

Practitioners Symposium and TECH+
CPAFMA Practice Management
1 CPE
Live Stream
Online
Onsite
4:15 PM
5:05 PM
June 14

To be announced

Tax Strategies for the High-Income Individual
1 CPE
Live Stream
Online
Onsite
4:15 PM
5:05 PM
June 14

What can you do to accelerate your career in these times of exponential change? You are living through the biggest change in the workplace as 10,000 baby boomers retire every day.

...
EDGE Career Development
1 CPE
Live Stream
Online
Onsite
4:15 PM
5:05 PM
June 14

Want to know the secret to attracting and retaining clients? It’s all in how you present your value and the services you provide.

AICPA ENGAGE
1 CPE
Live Stream
Online
Onsite