Personas | ENGAGE 2020
 

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Curated agendas to match your goals

 

No matter your interest or experience, AICPA ENGAGE 2019 has you covered.

Find your perfect session fit from our 8 conferences and 3 levels.

Conference:

AICPA Practitioners and TECH+

Titles on your LinkedIn profile:

Partner, Director of Public Accounting, Owner, Founder

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Deliver a-ha moments every day with real-time insights
  • Evolve my practice to provide tech answers
  • Make my clients' lives easier by simplifying repetitive financial tasks

In your toolkit:

  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice and people management
  • Emerging tech, including AI, blockchain and data analytics

Conference:

Advanced Accounting and Auditing (NAAATS)

Titles on your LinkedIn profile:

Partner, Audit Director, Owner, Founder

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Expand my audit team to provide a variety of attest services
  • Advocate for the audit in a rapidly changing environment
  • Find new business growth through client advisory services

In your toolkit:

  • Regulatory, advisory and attest standards
  • Cybersecurity and emerging tech

Conference:

Advanced Accounting and Auditing (NAAATS)

AICPA Practitioners and TECH+

Titles on your LinkedIn profile:

Manager, Audit Manager, Senior IT Auditor

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Make my mark and become partner
  • Embrace emerging tech to improve audit efficiency, accuracy and effectiveness

In your toolkit:

  • Continuous audit and monitoring
  • SOC guidance
  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics

Conference:

Advanced Accounting and Auditing (NAAATS)

AICPA Practitioners and TECH+

Titles on your LinkedIn profile:

VP, CEO, CIO, CTO

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Deploy audit to improve operations from top to bottom
  • Focus on finance and business processes that need an automation overhaul
  • Cement my legacy as a business leader

In your toolkit:

  • Governance and compliance
  • Continuous audit and monitoring
  • SOC guidance
  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics

Conference:

Advanced Accounting and Auditing (NAAATS)

AICPA Practitioners and TECH+

Titles on your LinkedIn profile:

Manager, Senior Manager

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Transform my department by using audit to improve operations
  • Sit at the executive table in the next five years

In your toolkit:

  • Governance and compliance
  • Continuous audit and monitoring
  • SOC guidance
  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics

Conference:

EDGE Career Development

AICPA Practitioners and TECH+

Titles on your LinkedIn profile:

Staff Accountant, Technology Liaison

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Use my love of tech as a launchpad for my career
  • Build my reputation so senior leaders look to me for tech ideas and solutions
  • Lay the groundwork for my 2020 goal

In your toolkit:

  • Governance and compliance
  • Continuous audit and monitoring
  • SOC guidance
  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics

Conference:

Advanced Accounting and Auditing (NAAATS)

EDGE Career Development

Titles on your LinkedIn profile:

Staff Auditor, Internal Auditor, Governance Specialist

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Use my love of tech as a launchpad for my career
  • Build my reputation so senior leaders look to me for tech ideas and solutions
  • Lay the groundwork for my 2020 goal

In your toolkit:

  • Cybersecurity, privacy and emerging tech
  • Risk management
  • Blockchain, AI, robotics and data analytics
  • Continuous audit and peer review

Conference:

CPAFMA National Practice Management Conference

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP, CFA, PAFM, CGMA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Retain the best and brightest staff on my team

In your toolkit:

  • Practice management
  • Talent management
  • Succession planning

Conference:

CPAFMA National Practice Management Conference

Titles on your LinkedIn profile:

COO, CFO, Director of Administration, Director of Operations

Your professional credentials and affiliations:

CPA, PAFM, SPHR, PHR

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Have my clients think of my accounting firm before anyone else
  • Become known for having the busiest table at CPA career fairs
  • Build a company culture that thrives on change

In your toolkit:

  • HR and talent management
  • Succession planning
  • Business development
  • Communication
  • Strategic planning

Conference:

CPAFMA National Practice Management Conference

Titles on your LinkedIn profile:

Firm Administrator, Firm Manager, Office Administrator, HR Director

Your professional credentials and affiliations:

CPA, PAFM, SPHR, PHR

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Build and shape a company culture that thrives on change
  • Oversee operational success across every department
  • Celebrate a year of unmatched growth

In your toolkit:

  • HR and talent management
  • Succession planning
  • Business development
  • Communication
  • Strategic planning
  • Scheduling and administration

Conference:

Advanced Estate Planning

EDGE Career Development

Titles on your LinkedIn profile:

Paraplanner, Financial Planner, Adviser, Associate Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP (or on your way)

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Gain more experience and become the lead adviser to my favorite clients
  • Build my reputation among colleagues and my network
  • Brainstorm and implement innovative strategies
  • Develop my ability to critically evaluate various situations

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • 529s
  • Social Security planning

Conference:

Advanced Personal Financial Planning

EDGE Career Development

Titles on your LinkedIn profile:

Paraplanner, Financial Planner, Adviser, Associate Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP (or on your way)

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Gain more experience and become the lead adviser to my favorite clients
  • Build my reputation among colleagues and my network
  • Brainstorm and implement innovative strategies
  • Develop my ability to critically evaluate various situations

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • 529s
  • Social Security planning

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Make the right management decisions to secure my firm's longevity

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • Alternative fee structures
  • Succession planning
  • Financial planning software

Conference:

Advanced Personal Financial Planning

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Make the right management decisions to secure my firm's longevity

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • Alternative fee structures
  • Succession planning
  • Financial planning software

Conference:

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Senior Manager, Manager

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, J.D., LLM

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Sit at the executive table in the next five years
  • Take my subject matter expertise from regional to national
  • Explore the possibilities of building a business

In your toolkit:

  • Specialized tax topics
  • Tax reform and legislation
  • Estate planning strategies

Conference:

EDGE Career Development

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Staff Accountant, Adviser

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, J.D., LLM

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Know the ins and outs of tax laws in my practice area
  • Develop a list of core clients and build each relationship

In your toolkit:

  • Tax reform and legislation
  • Technical tax topics
  • Learning from peers
  • Personal and career development

Conference:

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Owner, Partner, Principal, VP, CFO, Controller

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, J.D., LLM

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Build a legacy for myself and my firm
  • Oversee year-over-year growth for the next decade
  • Add more services to broaden my client pool

In your toolkit:

  • Tax reform and legislation
  • Tax planning strategies
  • Firm management
  • Estate planning
  • Succession planning

Conference:

Advanced Personal Financial Planning

Titles on your LinkedIn profile:

Adviser, Senior Adviser, Lead Adviser, Investment Counsel, Senior Financial Planner, Senior Manager, Senior Wealth Manager, Director

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Sit at the executive table in the next five years
  • Help my clients reach their retirement goals in a seamless way

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • Practice management

Conference:

Advanced Personal Financial Planning

Titles on your LinkedIn profile:

Partner, CEO, Sole Practitioner, President, Principal, Director, Owner, Manager, Senior Manager, Senior Adviser, Senior Financial Planner

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Help my clients reach their life goals faster
  • Shift the emphasis of my practice from tax-only to tax plus personal financial planning

In your toolkit:

  • Tax, retirement and estate planning
  • Tax reform and legislation
  • Practice management
  • Financial planning software

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner, Managing Partner

Your professional credentials and affiliations:

CPA, CPA/PFS, J.D., LLM, AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Expand my platform as a tax and estate law expert
  • Retain the best and brightest staff on my team

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Succession planning
  • IRS procedures

Conference:

Advanced Estate Planning

EDGE Career Development

Titles on your LinkedIn profile:

Associate, Senior Associate, Investment Counsel

Your professional credentials and affiliations:

CPA, CPA/PFS, J.D., LLM, AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Build a reputation for technical knowledge and practice management strategies
  • Define my path to partnership and work toward the goals along the way

In your toolkit:

  • Tax reform and legislation
  • Section 199A
  • Client relationship management

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, J.D., LLM, AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Alternative fee structures
  • Succession planning

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Adviser, Senior Adviser, Lead Adviser, Investment Counsel, Senior Financial Planner, Senior Manager, Senior Wealth Manager

Your professional credentials and affiliations:

CPA, CPA/PFS, J.D., LLM, AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Sit at the executive table in the next five years
  • Help my clients reach their retirement goals in a seamless way

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Tax reform and legislation

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Partner, CEO, Sole Practitioner, President, Principal, Director, Owner, Manager, Senior Manager, Senior Adviser, Senior Financial Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, J.D., LLM, AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Help my clients reach their life goals faster
  • Shift the emphasis of my practice from tax-only to tax plus estate planning

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Succession planning
  • Tax reform and legislation

Conference:

Association for Accounting Marketing Summit

Titles on your LinkedIn profile:

Director of Business Development

Your professional credentials and affiliations:

Bachelor's degree, MBA, CPA, CGMA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Use my influence and my contacts to establish strategic partnerships for the firm
  • Handpick a team to shape business development
  • Drive a culture that embraces change
  • Refine my firm's elevator pitch to make deeper impressions

In your toolkit:

  • Sales processes and accountability
  • Emerging markets
  • Talent coaching
  • Negotiation skills
  • CRM software

Conference:

Association for Accounting Marketing Summit

Titles on your LinkedIn profile:

Marketing Director

Your professional credentials and affiliations:

Bachelor's degree, Master's degree

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Handpick a marketing team and grow my department
  • Research new platforms to distribute firm content and expertise
  • Oversee a content calendar that keeps the brand top of mind for clients

In your toolkit:

  • Innovative content creation
  • CPA professional trends
  • Talent coaching and management
  • Networking and relationship building
  • ROI

Conference:

Association for Accounting Marketing Summit

EDGE Career Development

Titles on your LinkedIn profile:

Social Media Specialist, Content Specialist, Marketing Associate, Freelance Writer

Your professional credentials and affiliations:

Bachelor's degree

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Know what accounting acronyms mean without looking them up
  • Build a reputation as an accounting content specialist
  • Create an elevator pitch for my content services

In your toolkit:

  • Free and low-cost content marketing tools
  • Software for video content
  • Negotiating with accountants

Conference:

Association for Accounting Marketing Summit

EDGE Career Development

Titles on your LinkedIn profile:

Marketing Associate, Marketing Coordinator

Your professional credentials and affiliations:

Bachelor's degree

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Shape my firm's brand using various multimedia platforms
  • Manage the various tasks on my plate with efficiency and effectiveness
  • Represent my firm with every interaction and conversation

In your toolkit:

  • Marketing communication strategies
  • Content creation
  • Brand and social channel management
  • Lead generation

Conference:

Association for Accounting Marketing Summit

EDGE Career Development

Titles on your LinkedIn profile:

Marketing Specialist, Digital Communication Analyst

Your professional credentials and affiliations:

Bachelor's degree

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Tell everyone I know about "Start With Why"
  • Uncover the numbers behind successful and not-so-successful marketing campaigns
  • Contribute my insights to shape campaign priorities and initiatives

In your toolkit:

  • CRM and marketing automation
  • Content creation and marketing
  • Accounting info that engages the public
  • Digital KPIs