Shared meal.
Shared learning.

Complimentary
Lunch and Learn
sessions

June 12-14, 2018 | On-site only

New this year for on-site attendees

There’s nothing like a meal to bring friends together. That’s why we’re offering lunch-and-learns on Tuesday and Wednesday.

On the menu:

  • Your choice of topics for focused discussions
  • Thought leaders leading the conversations and adding their insights
  • Small-group settings for shared perspectives
  • And of course, lunch!

Seats are limited. These unique sessions are the only sessions at ENGAGE that require you to claim your seat ahead of time. Information on how to sign up for these sessions will be sent to attendees in the May newsletter. Session selection will be available for all registrants after the 2018 Tax Season. 

Advanced Personal Financial Planning

Redesign Your Firm, Client Experience and Life

6/12/18 12:50-1:40pm

Wealth Management Topic

6/12/18 12:50-1:40pm

Continuing the Conversation: The critical role women play in the financial planning industry

6/13/18 12:40-1:30pm

Practical Issues in Portfolio Management

6/13/18 12:40-1:30pm

Advanced Estate Planning

Estate Planning for Digital Assets

6/12/18 12:50-1:40pm

Hollywood's Take on Estate Planning

6/12/18 12:50-1:40pm

Common Estate Planning Mistakes

6/13/18 12:40-1:30pm

How to Build an Estate Planning Practice as a CPA

6/13/18 12:40-1:30pm

Advanced Accounting and Auditing

Topic Coming Soon

6/12/18 12:50-1:40pm

Topic Coming Soon

6/13/18 12:40-1:30pm

Practitioners Symposium/TECH+

Topic Coming Soon

6/12/18 12:50-1:40pm

Topic Coming Soon

6/13/18 12:40-1:30pm

Tax Strategies for the High-Income Individual

Starting a PFP Practice

6/12/18 12:50-1:40pm

Hobby Rules

6/12/18 12:50-1:40pm

Family Office Technology

6/12/18 12:50-1:40pm

Value Billing/Marketing to HNW Individuals

6/13/18 12:40-1:30pm

Family Office Roundtables w/Families

6/13/18 12:40-1:30pm

CPAFMA Practice Management

How Leadership and Experience Drives a Strong, Cool Culture

6/12/18 12:50-1:40pm

BREAKOUT BY FIRM SIZE: <=25 People

6/13/18 12:40-1:30pm

BREAKOUT BY FIRM SIZE: 26-49 People

6/13/18 12:40-1:30pm

BREAKOUT BY FIRM SIZE: 50-75 People

6/13/18 12:40-1:30pm

BREAKOUT BY FIRM SIZE: 76-110 People

6/13/18 12:40-1:30pm

BREAKOUT BY FIRM SIZE: >110 People

6/13/18 12:40-1:30pm

Information Security and Cyber Liability - The Risk That Could Shut Your Doors

6/14/18 12:50-1:40pm