Women’s Leadership at ENGAGE | ENGAGE 2020

Women’s Leadership at ENGAGE

Evolve your role.

ENGAGE 2020 offers great opportunities to experience women-led keynotes and sessions centered around issues women face in life and work, and designed to support the success of women in advancing the profession.

It’s a great opportunity to meet and network with other women in the profession. You’ll experience the support of female colleagues and male advocates from across the country, and you can attend interactive workshops designed to support you as you grow in your professional and personal life.

Sessions to challenge, empower and inspire

Women-Led keynotes

State of the Profession — EAQ Focus
Sue Coffey, CPA, CGMA
Executive Vice President — Public Practice, AICPA

Susan S. Coffey, Executive Vice President of Public Practice at the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change in the accounting profession.

What’s the Next Big Thing? (Personal financial planning focus area)
Dani Fava
Director, Product Strategy & Development, TD Ameritrade Institutional

Your clients expect you to know all about the next big thing . Do you know what it is? Join Dani Fava as she shares her thoughts on the emerging trends and perhaps you'll discover what might be “the next big thing for your business. From Income Sharing Agreements to the non-financial trends that may overhaul the housing market, to Artificial Intelligence that will help mold the conversations that you're having with your clients; the next big thing may already be well under way.

Women-Led sessions that inform and advocate change

Forget a Mentor, Find a Sponsor
Wednesday, June 10 | 3:30 – 4:20pm

We’ll look at the benefits of sponsorship programs, responsibilities of sponsors and protégés and share key success factors for launching or revamping a formal sponsorship program. We’ll also provide practical tips on how to find and become a sponsor for anyone wishing to boost their career.

Leadership Lessons in the #MeToo Era
Thursday, June 11 | 9:30 – 10:45pm

The #MeToo movement has given a voice to victims, men and women, to share their stories. It has reshaped the entertainment business and many other industries. In this session, we’ll discuss leadership lessons from the #MeToo era and how we can support our colleagues and ultimately shift workplace cultures toward a safer, fairer and more dignified environment.

Women-led sessions by focus area

EDGE Career Development (EDG)

  • Sarah Elliott — Break the Dependence
  • Lindsay Stevenson — The Resilience Revelation
  • Erin Daiber — Balancing Leadership & Likeability

Advanced Accounting & Auditing (NAAATS)

  • Sue Coffey - State of the Profession
  • Sara Lord
    • Applying Professional Skepticism in Today’s Audits
    • What’s Changing in Quality Control

Practitioners and TECH+ (PST)

  • Shari Harley
    • How to Say Anything to Anyone: Set Expectations for Powerful Relationships
    • Just Say It! Making ANY Conversation Easy
  • Yasmine El-Ramly and Jacquelyn Tracy
    • Leadership Lessons in the #MeToo Era

Tax Strategies for the High-Income Individual (TAX)

  • Sharon Kreider and Karen Brosi — Individual Income Tax Update
  • Claudia Hill — Schedule K-1 and Filing Complexity
  • Caroline Ciraolo
    • IRS Workshop
    • Payroll Tax Enforcement
    • Avoiding Tax Penalties

Advanced Estate Planning (EST)

  • Kristen Simmons — Incomplete Gift Non-Grantor Trusts
  • Lisa Featherngill
    • Family Meeting — Best Practices
    • Collaboration with Other Advisers
    • UHNW Estate Planning Case Study
    • High Level Multi-Disciplinary Collaboration in Financial Services

Advanced Personal Financial Planning (PFP)

  • Danielle Fava
    • What’s the Next Big Thing?
  • Tommye E. Barie, CPA - Succession Institute
  • Samantha Bowling, CPA, CGMA - GWCPAs
  • Danielle Supkis Cheek, CPA, CFE, CVA - PKF Texas
  • Susan Coffey, CPA, CGMA - AICPA
  • Lynne Doughtie, CPA - KPMG
  • Sarah Elliott, CPA, ACC - Intend2Lead
  • Kimberly Ellison-Taylor, CPA, CGMA - Oracle
  • Cathy Engelbert, CPA.CITP - Deloitte
  • Tracey Golden, CPA, CGMA - Deloitte
  • Kelly Grier, CPA - Ernst & Young LLP
  • Kacee Johnson, MBA - CPA.com and Blue Ocean Principles
  • Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM - International Legal Technology Assn.
  • Samantha Mansfield - CPA.com

TBA: 2020 AICPA Most Powerful Women in Accounting Awards

Congratulations to 2019 AICPA Most Powerful Women in Accounting award winners!

  • Tommye E. Barie, CPA - Succession Institute
  • Samantha Bowling, CPA, CGMA - GWCPAs
  • Danielle Supkis Cheek, CPA, CFE, CVA - PKF Texas
  • Susan Coffey, CPA, CGMA - AICPA
  • Lynne Doughtie, CPA - KPMG
  • Sarah Elliott, CPA, ACC - Intend2Lead
  • Kimberly Ellison-Taylor, CPA, CGMA - Oracle
  • Cathy Engelbert, CPA.CITP - Deloitte
  • Tracey Golden, CPA, CGMA - Deloitte
  • Kelly Grier, CPA - Ernst & Young LLP
  • Kacee Johnson, MBA - CPA.com and Blue Ocean Principles
  • Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM - International Legal Technology Assn.
  • Samantha Mansfield - CPA.com
  • Gail Perry, CPA - CPA Practice Advisor
  • Amy Pitter, J.D. - Massachusetts Society of CPAs
  • Natasha Schamberger, CPA - Kansas Society of CPAs
  • Lindsay Stevenson, CPA, CGMA - 1st Financial Bank USA and Origin Evolution LLC
  • Joy Thomas, FCPA, FCMA - CPA Canada
  • Michelle L. Thompson, CPA - Cherry Bekaert
  • Jacquelyn H. Tracy, CPA, CGMA, MST - Mandel & Tracy CPAs
  • Amy Vetter, CPA.CITP, CGMA - The B3 Method Institute
  • Jennifer Warawa - Sage
  • Sandra Wiley, SHPR - Boomer Consulting
  • Jennifer Wilson - Convergence Coaching
  • Candace Wright, CPA, CFF - Postlethwaite & Netterville

Wednesday, June 10 – 10:15-10:45 AM
Don’t miss the CPA PRACTICE ADVISOR TOP 25 WOMEN IN ACCOUNTING AWARDS