Agenda | AICPA Conferences

Saturday, June 4, 2022

12:00 PM

12:30PM – 2:35PM PDT

(2h 5m)

PFP22101A1. PFP Business Models: True Stories from Successful CPAs - Part I

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee

2:00 PM

2:50PM – 3:40PM PDT

(50m)

PFP22101A2. PFP Business Models: True Stories from Successful CPAs - Part II

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee

3:00 PM

3:00PM – 4:15PM PDT

(1h 15m)

PFS22101. PFS Live! Workshop: PFP Body of Knowledge Overview

Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee

3:45PM – 5:50PM PDT

(2h 5m)

PFP22101A3. Regulatory and Compliance Issues

Erik Ordal

President

Guardian Wealth Advisors, LLC

Ellen Bruno

President

Compliance Advisor Professionals,LLC

Dirk Edwards

Partner

Edwards Bradley PC

Pre-Conference Optional Workshop Additional Fee

4:00 PM

4:45PM – 6:00PM PDT

(1h 15m)

PFS22102. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 1

Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee

Sunday, June 5, 2022

8:00 AM

8:00AM – 9:15AM PDT

(1h 15m)

PFP22101B1. How to Secure, Price, and Structure the PFP Engagement

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee

9:00 AM

9:20AM – 10:45AM PDT

(1h 25m)

PFP22101B2. Technology Topics for PFP

Joel Bruckenstein

President

Technology Tools for Today (T3)

Pre-Conference Optional Workshop Additional Fee

9:30AM – 10:45AM PDT

(1h 15m)

PFS22103. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 2

Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee

11:00 AM

11:00AM – 12:00PM PDT

(1h)

PFP22101B3. Business Model Roundtables

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee

11:00AM – 12:15PM PDT

(1h 15m)

PFS22104. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 3

Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee

1:00 PM

1:00PM – 1:50PM PDT

(50m)

PFP22101B4. Where are They Now?

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Mark Astrinos

Principal & Founder

Libra Wealth

Pre-Conference Optional Workshop Additional Fee

1:00PM – 2:40PM PDT

(1h 40m)

PFS22105. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 4

Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee

1:55PM – 3:30PM PDT

(1h 35m)

PFP22101B5. Effectively Communicating with Your Clients

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee

2:00 PM

2:00PM – 4:00PM PDT

(2h)

AICPA & CIMA Give Back - Community Service Activity (Onsite Only)

3:00 PM

3:00PM – 4:40PM PDT

(1h 40m)

PFS22106. PFS Experienced Assessment (Proctored Assessment of 100 minutes)

Pre-Conference Optional Workshop Additional Fee

3:45PM – 4:55PM PDT

(1h 10m)

PFP22101B6. Next Steps: Practical Advice from the Panel and Q&A

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee

4:00 PM

4:00PM – 5:00PM PDT

(1h)

ENGAGE - How it works (Onsite Only)

4:00PM – 7:00PM PDT

(3h)

Registration

Monday, June 6, 2022

7:00 AM

7:00AM – 8:00AM PDT

(1h)

Continental Breakfast

7:00AM – 6:30PM PDT

(11h 30m)

Registration

7:45AM – 8:00AM PDT

(15m)

ENGAGE Morning Studio

8:00 AM

8:00AM – 9:15AM PDT

(1h 15m)

ENGK2201. Welcome & Keynote Presentation: A Conversation with Coach K – Leading Through Challenges & Adapting to Changes

Mike Krzyzewski

Head Men's Basketball Coach

Duke University

Jill Schlesinger

Business Analyst

CBS News

9:00 AM

9:30AM – 10:45AM PDT

(1h 15m)

ENG22ACCEL. Investing in Innovation, Emerging Trends in FinTech & ESG Solutions

Kacee Johnson

Vice President, Strategy & Innovation

CPA.com

9:30AM – 10:45AM PDT

(1h 15m)

EST2201. Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award

Andrew Katzenstein

Partner

Proskauer Rose LLP

9:30AM – 10:45AM PDT

(1h 15m)

NAA2201. AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance

Susan Coffey

Chief Executive Officer - Public Accounting

Association of International Certified Professional Accountants

9:30AM – 10:45AM PDT

(1h 15m)

PFP2201. Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards

David Lebovitz

Executive Director & Global Market Strategist

J.P. Morgan Asset Management

10:00 AM

10:45AM – 11:15AM PDT

(30m)

Networking Break

11:00 AM

11:15AM – 12:05PM PDT

(50m)

DCPA2202. Featuring Finance and FinTech in your Client Advisory Practice

Jeremiah LaRue

Product Marketing Manager

CPA.com

Charles Groome

VP of Marketing

Biz2Credit

11:15AM – 12:05PM PDT

(50m)

EST2202. Community Property Basics for Accountants and other Planners

Jody Bryson

Counsel

Perkins Coie LLP

Paula Goodwin

Partner

Perkins Coie LLP

11:15AM – 12:05PM PDT

(50m)

EST2203. IRAs at Death & Beyond: Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act

Robert Keebler

Partner

Keebler and Associates, LLP

11:15AM – 12:05PM PDT

(50m)

NAA2202. Top Technical Hotline Accounting, Auditing, Compilation, Reviews FAQs

Kristy Illuzzi

Principal

IFAC

11:15AM – 12:05PM PDT

(50m)

NAA2203. Remote Audit - Impact for the Future

Sara Lord

Chief Auditor

RSM US LLP

Jim Brackens, Jr.

Vice President of Ethics and Practice Quality

AICPA

11:15AM – 12:05PM PDT

(50m)

NAA2204. Ethics Update - A Peek at PEEC

Lisa Snyder

Nat'l Managing Partner - Independence

BDO

Toni Lee-Andrews

Director - Professional Ethics

AICPA

11:15AM – 12:05PM PDT

(50m)

PFP2202. Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

11:15AM – 12:05PM PDT

(50m)

PFP2203. Succession Planning Case Studies

Steven Siegel

President

The Siegel Group

11:15AM – 12:05PM PDT

(50m)

PFP2204. 2022 Strategic and Tactical Themes

Robert Montella

Senior Strategist

Goldman Sachs

12:00 PM

12:05PM – 12:30PM PDT

(25m)

Live Interview in the ENGAGE Studio with Kimberly Ellison Taylor

12:05PM – 1:30PM PDT

(1h 25m)

Lunch

12:05PM – 1:30PM PDT

(1h 25m)

Virtual Caricatures

12:05PM – 1:30PM PDT

(1h 25m)

PFP Forum Lunch

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

12:30PM – 1:30PM PDT

(1h)

Virtual Jeopardy

1:00 PM

1:30PM – 2:45PM PDT

(1h 15m)

DCPA2201. CAS Workflow and a Continuous Close, Not Just a Myth

Dixie McCurley

Principal, Digital Advisory, Client Accounting Services Leader

Cherry Bekaert LLP

1:30PM – 2:45PM PDT

(1h 15m)

ENG2202. How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)

Rebecca (Becky) Sproul

Partner

KPMG

Alfred Ko

Partner

RSM US LLP

Ken Bouyer

Americas DEI Recruiting Leader

Kimberly Ellison-Taylor

ASEC Member and CEO

KET Solutions, LLC

1:30PM – 2:45PM PDT

(1h 15m)

EST2204. Legislation and Regulation Updates

Robert Keebler

Partner

Keebler and Associates, LLP

1:30PM – 2:45PM PDT

(1h 15m)

NAA2205. ARSC & ASB Update

Denny Ard

Partner

Dixon Hughes Goodman LLP

Jennifer Burns

Chief Auditor

AICPA

1:30PM – 2:45PM PDT

(1h 15m)

PFP2206. Ideate, Create and Elevate: Systematizing Your Practice

Jimmy Williams

President and Founder

Compass Capital Management, LLC

1:30PM – 2:45PM PDT

(1h 15m)

PFP2207. How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice

Matthew Dattilo

Partner, Managing Director

Altera Investments

1:30PM – 2:45PM PDT

(1h 15m)

PFP2221. Estate Planning Themes For 2022 and Beyond

Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

3:00 PM

3:00PM – 4:15PM PDT

(1h 15m)

ENG2204. From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)

Wynde Jones

Owner

The Jones Agency

Nick Moore

Senior Manager, LGBTQ+ Initiatives Committee Co-Chair

Grant Thornton LLP

Ozoemena Nnamadim

Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair

Deloitte & Touche LLP

3:00PM – 4:15PM PDT

(1h 15m)

EST2205. Inbound Tax Planning

Scott Bowman

Partner

McDermott Will & Emery LLP

Irene Estrada

Managing Director

PwC

3:00PM – 4:15PM PDT

(1h 15m)

EST2206. The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond

Carrie Harrington

Partner/Department Chair

Levenfeld Pearlstein, LLC

CAROL HARRINGTON

Senior Counsel

McDermott Will & Emery LLP

3:00PM – 4:15PM PDT

(1h 15m)

NAA2206. The New Risk Assessment Standard and Audit Guide - Implementation at Smaller Firms

Elizabeth Gantnier

Partner

DHG

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

Charles Landes

Distinguished Fellow- Center for Plain English Accounting

AICPA, retired

3:00PM – 4:15PM PDT

(1h 15m)

NAA2207. Single Audit Update

Kim McCormick

Partner, Audit Services

Grant Thornton

3:00PM – 4:15PM PDT

(1h 15m)

PFP2208. What To Do When a Strategy Performs Poorly

Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

3:00PM – 4:15PM PDT

(1h 15m)

PFP2209. Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients

Joseph Abraham

Data Specialist

Truepoint Wealth Counsel

Claire Gallant

Managing Advisor

Commas

3:00PM – 4:15PM PDT

(1h 15m)

PFP2210. Guaranteed Income: The Forgotten Household Asset

David Blanchett

Head of Retirement Research

PGIM

4:00 PM

4:00PM – 7:00PM PDT

(3h)

Opening Reception & Exhibits

4:30PM – 4:55PM PDT

(25m)

ENG22EL3. Education Lab #2 (4:30pm) - The AI Revolution and its Impact on Accounting, presented by Botkeeper

Enrico Palmerino

CEO and Founder

Botkeeper

4:30PM – 4:55PM PDT

(25m)

ENG22TD2. Tech Demo (T 4:30) All in One vs. Best in Breed - Demonstration, presented by Advyzon

Matt Braatz

Senior Vice President

Advyzon

5:00 PM

5:05PM – 5:30PM PDT

(25m)

ENG22EL4. Education Lab #1 (M 5:05pm) - ESG & ASC: Little Letters, Big Opportunity for Accounting Tech Innovation, presented by Trullion

Isaac Heller

Co-founder & CEO

Trullion

5:05PM – 5:30PM PDT

(25m)

ENG22TD4. Tech Demo #2 (5:05pm) - Creating a Customer First Client Experience for Engagements, presented by Auvenir

Tara Walker

Sales Director

Auvenir

Eric Barsky

Senior Product Manager

Auvenir

5:40PM – 6:05PM PDT

(25m)

ENG22EL05. Education Lab #2 (5:40pm) Adding the PFS credential as an experienced CPA, presented by the AICPA PFP Section

Oscar Vives

Wealth Planner

PNC Private Bank

Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

5:40PM – 6:05PM PDT

(25m)

ENG22TD6. Tech Demo (5:40pm) - Simplify Management of Your IT without Sacrificing Security, presented by Dell

Justin May

Field Marketing Manager

Dell

6:00 PM

6:15PM – 6:40PM PDT

(25m)

ENG22EL08. Education Lab #2 (6:15pm) Increase Your Value as a Client Advisor, presented by Wolters Kluwer

Colleen Knuff

Vice President of Audit Product Management

Wolters Kluwer

Tuesday, June 7, 2022

6:00 AM

6:00AM – 7:00AM PDT

(1h)

Yoga with Amy Vetter (Onsite Only)

6:30AM – 7:00AM PDT

(30m)

Focus and Center Meditation

6:30AM – 8:00AM PDT

(1h 30m)

Breakfast

6:30AM – 5:30PM PDT

(11h)

Registration

7:00 AM

7:00AM – 7:50AM PDT

(50m)

ENG22SS01. Leading with Tax Advisory in your Practice, presented by Intuit

Jim Buffington

Advisory Services Leader

Intuit Accountants

7:00AM – 7:50AM PDT

(50m)

ENG22SS02. Rewriting the Book on Auditing, presented by Wolters Kluwer

Colleen Knuff

Vice President of Audit Product Management

Wolters Kluwer

7:00AM – 7:50AM PDT

(50m)

ENG22SS03. Leveraging the Pooled Employer Plan (PEP) to Grow Your Practice, presented by Paychex

Alex Valdez

Director, Retirement Plan Sales

Paychex

7:00AM – 7:50AM PDT

(50m)

ENG22SS04. How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy

Andrew Berg

Managing Partner

Berg Advisors

Larry Furr

Chief Product Officer

Canopy Inc.

Michelle Lundberg

Director of Product Marketing

Canopy Inc.

Michael Salmon

Sales Director

Canopy Inc.

7:00AM – 7:50AM PDT

(50m)

ENG22SS05. Building the CPA Firm of the Future, presented by Avantax

Laurie Stack

VP of Business Development

Avantax

Bob Carey

Wealth Advisor, CPA

Carey & Hanna Tax & Wealth Planners

7:00AM – 7:50AM PDT

(50m)

ENG22SS06. Winning & Retaining HNW Clients, presented by City National Rochdale

Vern Montross

Western Division Managing Director, Senior Investment Consultant

City National Rochdale

7:00AM – 7:50AM PDT

(50m)

ENG22SS07. Giving You Tax Credit Where Credit is Due, presented by ADP

Michael Smith

Director of Tax

ADP

7:00AM – 7:50AM PDT

(50m)

ENG22SS08. Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients, presented by SafeSend

Steven Lyon

Product Specialist Manager

SafeSend

7:00AM – 7:50AM PDT

(50m)

ENG22SS13. Bring APIs to life, taking theory and converting it to practical use, presented by Thomson Reuters

Allen Stahl

Strategic Technology Manager

Thomson Reuters

Calvin Leong

Manager, API Strategy & Sales

Thomson Reuters

7:45AM – 8:00AM PDT

(15m)

ENGAGE Morning Studio

8:00 AM

8:00AM – 9:15AM PDT

(1h 15m)

EDGE2201. Becoming a Powerful and Effective Delegator

Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

8:00AM – 9:15AM PDT

(1h 15m)

ENG2205. Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX)

Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

8:00AM – 9:15AM PDT

(1h 15m)

EST2207. Grantor Trust Planning

Steven Siegel

President

The Siegel Group

8:00AM – 9:15AM PDT

(1h 15m)

FIN2201. Future of Finance AICPA Initiatives Panel

Joseph Radziewicz

VP Corporate Controller

Stanley Black and Decker

Denise Dettingmeijer

CFO, NA

Randstad

Azhar Syed

CEO, Board Member, Executive Coach

Leading Insights LLC

Tom Hood

EVP of Business Engagement & Growth

Association of International Certified Professional Accountants and Business Learning Institute

8:00AM – 9:15AM PDT

(1h 15m)

NAA2208. FASB Update

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

8:00AM – 9:15AM PDT

(1h 15m)

PFP2211. Challenging Times: Charting the Economic Path of the US Amid Tumultuous Events at Home and Abroad| preceded by the PFP Lifetime Achievement Award

Scott Orr

Vice President Government Relations, Head of Southern Regional Public Affairs

Fidelity Investments

Jill Schlesinger

Business Analyst

CBS News

8:00AM – 9:15AM PDT

(1h 15m)

PST2201. Inspector Gadget

David Cieslak

EVP, Chief Cloud Officer

RKL eSolutions, LLC

8:00AM – 9:15AM PDT

(1h 15m)

TAX2211. Partnership Tax Update

Joseramon Carrasco

Managing Director

Grant Thornton LLP

Sarah Allen-Anthony

Partner

Crowe LLP

9:00 AM

9:30AM – 10:45AM PDT

(1h 15m)

DCPA2208. Winning Larger Engagements with Subscription-based Pricing

Ed Kless

Senior Director of Partner Development and Strategy

Sage

9:30AM – 10:45AM PDT

(1h 15m)

EDGE2202. Overcoming Your Inner Debbie Downer

Jaclyn Badeau

President

Badeau Consulting, LLC

9:30AM – 10:45AM PDT

(1h 15m)

ENG2208. I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)

Ranieka Weston

Executive Coach

pLink Leadership

9:30AM – 10:45AM PDT

(1h 15m)

ENG2209. Interview on Retirement Rights and Wrongs (PFP, EST, TAX)

Bob Veres

Editor

Inside Information

James Shambo

Retired

N/A

9:30AM – 10:45AM PDT

(1h 15m)

EST2208. Workshop: All Things Roth

Stephen Bigge

Partner

Keebler & Associates, LLP

Mary Kay Foss

CPA

Mary Kay Foss CPA

9:30AM – 10:45AM PDT

(1h 15m)

FIN2202. Creating A Framework for Cross-Functional Collaboration and Business Partnership Success

Nicole Long

Sr. Finance Director

WestRock

9:30AM – 10:45AM PDT

(1h 15m)

FIN2203. Accelerate the Close

Jason Young

Corporate Controller

Cask NX

Michael Leon

Chief Accounting Officer & Corporate Controller

Sealed Air

9:30AM – 10:45AM PDT

(1h 15m)

NAA2209. Not-for-Profit Accounting Panel

Jennifer Hoffman

National Not-for-Profit Audit Leader

Grant Thornton LLP

Melisa Galasso

CEO

Galasso Learning Solutions

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

9:30AM – 10:45AM PDT

(1h 15m)

NAA2210. Leases (ASC 842) - Implementation Best Practices

Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

Mike Cheng

Partner

Frazier & Deeter

9:30AM – 10:45AM PDT

(1h 15m)

NAA2211. Auditing COVID Relief Government and Private Grant and Loan Assistance Program Funding

Salome Tinker

Partner

TSC Enterprise, LLC

Christopher tinker

Partner

TSC Enterprise, LLC

9:30AM – 10:45AM PDT

(1h 15m)

PFP2212. Rising Rates: Is it Time to Abandon Fixed Income?

Brent Burns

President and Founding Partner

Asset Dedication

Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

Robert Huebscher

CEO

Advisor Perspectives

9:30AM – 10:45AM PDT

(1h 15m)

PFP2213. Skills to Hire for the Future

Rebecca Fender

Head, Strategy and Governance for Research, Advocacy, and Standards

CFA Institute

9:30AM – 10:45AM PDT

(1h 15m)

PST2202. TECH Tips & Tricks

Wesley Hartman

Founder

Automata Practice Development

Byron Patrick

General Manager

Botkeeper

9:30AM – 10:45AM PDT

(1h 15m)

PST2203. CAS Benchmark Survey Results – Insights into High Performing Practices

Scott Lazarone

Partner

Faulk & Winkler

Beth Allen

Partner

GreerWalker

Amy Bridges

Professional Development Manager

CPA.com

9:30AM – 10:45AM PDT

(1h 15m)

TAX2209. Individual Tax Update

Sharon Kreider

Owner

KREIDERCPA

Karen Brosi

Owner

Karen Brosi, EA, CFP, a LLC

10:00 AM

10:45AM – 11:15AM PDT

(30m)

Live Speaker Q&A in the ENGAGE Studio with Jill Schlesinger and David Cieslak

10:45AM – 11:30AM PDT

(45m)

Networking Break

10:45AM – 5:30PM PDT

(6h 45m)

Exhibit Hall Open

11:00 AM

11:15AM – 12:30PM PDT

(1h 15m)

EDGE2203. Building Trust in a Hybrid World

Rebecca Tillemans

Leadership Coach

pLink Leadership

11:15AM – 12:30PM PDT

(1h 15m)

ENG2210. 2022 IRA and Retirement Planning Update (PFP, EST, TAX)

Ed Slott

Partner

Ed Slott and Company, LLC

11:15AM – 12:30PM PDT

(1h 15m)

ENG2211. Peer Review Update

Brian Bluhm

Chief Quality Officer

Eide Bailly LLP

Jim Brackens, Jr.

Vice President of Ethics and Practice Quality

AICPA

11:15AM – 12:30PM PDT

(1h 15m)

EST2209. Planning for Closely-held Businesses

Gary Zwick

Attorney

Walter | Haverfield LLP

11:15AM – 12:30PM PDT

(1h 15m)

EST2210. NIMCRUT Basics – When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust

Ted Batson

Partner/Tax Counsel

CapinCrouse LLP

11:15AM – 12:30PM PDT

(1h 15m)

FIN2204. Beyond Theory: Application of AI & ML for Finance

Chris Ortega

CEO

Fresh FP&A

11:15AM – 12:30PM PDT

(1h 15m)

FIN2205. How to Develop Staff to Think Critically

Kristine Lemanski

CFO

AssuredPartners Aerospace

Ash Noah

VP Managing Director, Learning, Education and Development

AICPA

11:15AM – 12:30PM PDT

(1h 15m)

NAA2212. Stump the Chumps

Michael Brand

Member

BMSS, LLC

Sara Lord

Chief Auditor

RSM US LLP

Denny Ard

Partner

Dixon Hughes Goodman LLP

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

11:15AM – 12:30PM PDT

(1h 15m)

NAA2213. Evidence and Analytical Procedures Risk

Samantha Bowling

Partner

Garbelman Winslow CPAs

Lynford Graham

Visiting Professor and Executive in Residence

Bentley University

11:15AM – 12:30PM PDT

(1h 15m)

PFP2214. A Goals-Based Approach to Retirement Income Planning

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

11:15AM – 12:30PM PDT

(1h 15m)

PFP2215. Investment Best Ideas Panel

Thomas Baughman

Paula McMillan

Wealth Advisor

Stearns Financial Group

Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

11:15AM – 12:30PM PDT

(1h 15m)

PFP2216. Preparing to be Purchased and/or Sold

Robin Young

President

Northstar Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

11:15AM – 12:30PM PDT

(1h 15m)

PST2204. RPA and AI: Use cases for CPA's

Wesley Hartman

Founder

Automata Practice Development

Brian Tankersley

Director, Strategic Relationships

K2 Enterprises

11:15AM – 12:30PM PDT

(1h 15m)

PST2205. Driving Employee Engagement and Retention

Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

11:15AM – 12:30PM PDT

(1h 15m)

TAX2202. 1031 Exchanges

Martin Verdick

Senior Director

RSM US LLP

12:00 PM

12:30PM – 2:30PM PDT

(2h)

Lunch

12:30PM – 2:30PM PDT

(2h)

Virtual Caricatures

12:45PM – 1:05PM PDT

(20m)

ENG22EL10. Education Lab #2 (T 12:45) Rejecting Automation: When Does Automation Not Make Sense, presented by Intuit

Ross Olson

Senior Solution Specialist

Intuit

12:45PM – 1:05PM PDT

(20m)

ENG22TD10. Tech Demo (12:45pm) - Crypto Tax Solutions – Demonstration, presented by CPA.com

Jeremiah LaRue

Product Marketing Manager

CPA.com

1:00 PM

1:00PM – 2:00PM PDT

(1h)

ENG22TH. AICPA Town Hall

Lisa Simpson

VP - Firm Services

AICPA

Erik Asgeirsson

President & CEO

CPA.com

Barry Melancon

President and CEO

AICPA

1:15PM – 1:40PM PDT

(25m)

ENG22EL11. Education Lab #1 (1:15) Tax-Efficient Strategies for Your Clients: Periodic Payments vs. Lump Sum, presented by MetLife

Bejan Shirvani

Assistant Vice President, Structured Settlements

MetLife

1:15PM – 1:40PM PDT

(25m)

ENG22EL12. Education Lab #2 (T1:15) - Confessions of a MetaConsultant, presented by Sage

Ed Kless

Senior Director of Partner Development and Strategy

Sage

1:15PM – 1:40PM PDT

(25m)

ENG22TD12. Tech Demo (T 1:15) - Automation & Public Accounting: How 1040 Tax Prep is Evolving Through Artificial Intelligence presented by SurePrep

Peter Miele

Vice President of Sales

SurePrep

1:30PM – 2:30PM PDT

(1h)

Speed Networking

1:50PM – 2:15PM PDT

(25m)

ENG22EL14. Education Lab #2 (1:50pm) - Unlock better client insights with spend management advisory services

Steven Novak

Sr. Director, Named Accounts

bill.com

Vishal Thakkar

Director of Marketing

CPA.com

1:50PM – 2:15PM PDT

(25m)

ENG22TD14. Tech Demo #2 (T 1:50) - The Revolutionary ROI Method for Tax Planning, presented by TaxPlanIQ

Sharla Bartley

Customer Success

TaxPlanIQ

Jackie Meyer

CEO

The Concierge Accountant

2:00 PM

2:30PM – 3:45PM PDT

(1h 15m)

DCPA2204. CAS2.0: Taking Your Advisory Practice to the Next Level

Becky Munson

CAS Practice Leader

YourBooks Outsourced Accounting

Kane Polakoff

National Practice Leader, Client Accounting Advisory Services

UHY

Kalil Merhib

Vice President, Growth & Professional Services

CPA.com

2:30PM – 3:45PM PDT

(1h 15m)

EDGE2204. My Journey to Partner: Why I Left and What Could Have Been Done to Keep Me

Michael Maksymiw, Jr.

Executive Director

Aprio LLP

2:30PM – 3:45PM PDT

(1h 15m)

ENG2212. Driving Value from ESG Reporting (NAA, PST, FIN, EDGE)

Kenneth Witt

Associate Technical Director, MA R&D

Association of International Certified Professional Accountants

Susan Urish

Partner, Innovation and Business Strategy

Urish Popeck & Co., LLC (BDO Alliance)

Alyssa Rade

Chief Sustainability Officer

Sustain.Life

Lori Kaczynski

VP, Internal Audit and Chief Audit Executive

Graphic Packaging International

Ami Beers

Senior Director - Assurance and Advisory Innovation

AICPA

2:30PM – 3:45PM PDT

(1h 15m)

ENG2213. Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)

Keith Schiller

Attorney-Shareholder

Schiller Law, a Professional Law Corporation

Mary Kay Foss

CPA

Mary Kay Foss CPA

2:30PM – 3:45PM PDT

(1h 15m)

EST2211. Making Changes to Irrevocable Trusts

Kristen Simmons

Member, Attorney

Simmons Freeman LLC

Heidi Freeman

Member

Simmons Freeman LLC

2:30PM – 3:45PM PDT

(1h 15m)

FIN2206. Tax Update: An Ever-Changing Landscape

Andrei Petrovsky

Director

PwC

2:30PM – 3:45PM PDT

(1h 15m)

NAA2214. Private Company Council - Part 1

Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Fred Cannon

Board Member

FASB

Adam Roark

Director, Assurance Innovation and Methodology

DHG

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

2:30PM – 3:45PM PDT

(1h 15m)

PFP2217. Retirement Best Ideas Panel

David Blanchett

Head of Retirement Research

PGIM

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

Bob Veres

Editor

Inside Information

2:30PM – 3:45PM PDT

(1h 15m)

PFP2218. Healthcare Planning for Early Retirement

Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

2:30PM – 3:45PM PDT

(1h 15m)

PST2206. Cybersecurity Threat Landscape, Risk Management and Incident Response

Steven Ursillo

Partner | National Leader Information Assurance and Cybersecurity

Cherry Bekaert LLP

2:30PM – 3:45PM PDT

(1h 15m)

PST2207. Tax season debrief

Nicole Davis

Founder and CEO

Butler-Davis

Byron Patrick

General Manager

Botkeeper

2:30PM – 3:45PM PDT

(1h 15m)

TAX2216. The surprising state tax consequences triggered by employees who work from home

Mark Klein

Partner/Chairman

Hodgson Russ LLP

3:00 PM

3:30PM – 4:15PM PDT

(45m)

Networking Break

4:00 PM

4:15PM – 5:30PM PDT

(1h 15m)

EDGE2205. Owning Your Mistakes Builds Trust

Tonya Moffitt

Managing Partner

Merina+Co

4:15PM – 5:30PM PDT

(1h 15m)

ENG2214. College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX)

Ross Riskin

Chief Learning Officer

Investments & Wealth Institute

4:15PM – 5:30PM PDT

(1h 15m)

ENG2215. Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)

Ori Epstein

Tax Partner

Aprio, LLP

Ron Quaranta

Founder and Chairman

Wall Street Blockchain Alliance

Sean Stein Smith

Professor

Lehman College (CUNY)

4:15PM – 5:30PM PDT

(1h 15m)

ENG2216. Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN)

William Thomas

W. Stewart Thomas, CPA, CGMA, PhD

University of North Carolina at Pembroke

4:15PM – 5:30PM PDT

(1h 15m)

EST2212. Income Tax Planning for Trusts

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

4:15PM – 5:30PM PDT

(1h 15m)

EST2213. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update

Irene Estrada

Managing Director

PwC

Ted Batson

Partner/Tax Counsel

CapinCrouse LLP

Mary Kay Foss

CPA

Mary Kay Foss CPA

Eileen Sherr

Director - AICPA Tax Policy & Advocacy

AICPA

4:15PM – 5:30PM PDT

(1h 15m)

FIN2207. Is Your Control Environment Under Control?

Jason Young

Corporate Controller

Cask NX

Michael Leon

Chief Accounting Officer & Corporate Controller

Sealed Air

4:15PM – 5:30PM PDT

(1h 15m)

NAA2215. Private Company Council - Part 2

Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Fred Cannon

Board Member

FASB

Adam Roark

Director, Assurance Innovation and Methodology

DHG

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

4:15PM – 5:30PM PDT

(1h 15m)

PFP2219. Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation

Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Julie Welch

Shareholder and Director

Meara Welch Browne, P.C.

Daniel Rubin

Partner

Farrell Fritz, P.C.

4:15PM – 5:30PM PDT

(1h 15m)

PST2209. Remote Workforce: Computing and Compliance Challenges & Best Practices

Joe Gutierrez

CIO

Berkowitz, Pollack Brant Advisors + CPAs

Amel Edmond

Chief Information Officer

Withum

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Bob Fink

Partner

Honkamp Krueger & Co

4:15PM – 5:30PM PDT

(1h 15m)

PST2210. PCPS Roundtables - Collaborate with firms of your size (ONSITE ONLY)

Orumé Hays

Founder & Managing Director

Hays CPA

Chad Allen

Partner

Hutchins & Haake, LLC

Robert Allen

President

The Allen CPA Firm, PLLC

4:15PM – 5:30PM PDT

(1h 15m)

TAX2203. Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs

Thomas Brinker

Adjunct Professor of Taxation and Special Needs Planning /Professor of Accounting ChSNC® Program Director Director of the American College Center for Special Needs

The American College/Arcadia University

5:00 PM

5:30PM – 6:30PM PDT

(1h)

Networking Reception

Wednesday, June 8, 2022

7:00 AM

7:00AM – 8:00AM PDT

(1h)

AICPA ENGAGE 2022 Walk/Run (Onsite Only)

8:00 AM

8:00AM – 9:00AM PDT

(1h)

Breakfast

8:45AM – 9:00AM PDT

(15m)

ENGAGE Morning Studio

9:00 AM

9:00AM – 10:15AM PDT

(1h 15m)

ENGK2202. Keynote: Professional Issues Update

Erik Asgeirsson

President & CEO

CPA.com

Susan Coffey

Chief Executive Officer - Public Accounting

Association of International Certified Professional Accountants

Anoop Mehta

President

Science Systems and Applications, Inc.

Barry Melancon

President and CEO

AICPA

10:00 AM

10:45AM – 12:00PM PDT

(1h 15m)

ENGK2203. Keynote: Leadership: Currency, Change & Creating a Powerful Presence

Carla Harris

Managing Director and Senior Client Advisor

Morgan Stanley

Jill Schlesinger

Business Analyst

CBS News

12:00 PM

12:00PM – 2:00PM PDT

(2h)

Lunch

12:00PM – 6:00PM PDT

(6h)

Registration

12:00PM – 6:00PM PDT

(6h)

Exhibit Hall Open

12:30PM – 12:55PM PDT

(25m)

ENG22EL17. Education Lab #1 (12:30) .cpa Branding and Business Development for the Accounting Firm in Today’s Digital World

Colette Sharbaugh

Vice President, Marketing & Communications

cpa.com

Chris Cromer

Director of Operations

CPA.com

12:30PM – 12:55PM PDT

(25m)

ENG22EL18. EducationLab #2 (W 12:30) - Increase client engagement to build lasting relationships, presented by Xero

Amanda Aguillard

Chief Operating Officer

Padgett Business Services

12:30PM – 12:55PM PDT

(25m)

ENG22TD18. Tech Demo (12:30) - Paychex Accountant HQ Technology Review, presented by Paychex

Speaker data unavailable.

12:30PM – 1:30PM PDT

(1h)

ENG22CITP. CITP Credential Forum, presented by AICPA Technology Advisory Services

Paul Warrick

Senior Manager - CITP Credential

AICPA

12:30PM – 2:00PM PDT

(1h 30m)

ENG2226. Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (All Tracks)

Barry Payne

Director - External Relations, Management Accounting

Association of International Certified Professional Accountants

Tom Hood

EVP of Business Engagement & Growth

Association of International Certified Professional Accountants and Business Learning Institute

12:30PM – 2:30PM PDT

(2h)

Virtual Caricatures

1:00 PM

1:00PM – 2:00PM PDT

(1h)

Speaker Meet and Greet

1:05PM – 1:30PM PDT

(25m)

ENG22EL19. Education Lab #1 (W 1:05) - The Last Major Tax Reform was in 2017 - Should I Worry if the Server Running My Business is Older Than That?, presented by Dell

Mark de Frere

Channel Executive

Microsoft Corporation

1:05PM – 1:30PM PDT

(25m)

ENG22TD20. Tech Demo (1:05pm) - Business Financing Solutions – Demonstration

Michael Tryon

Director of Strategic Partnerships

Biz2Credit

Jeremiah LaRue

Product Marketing Manager

CPA.com

2:00 PM

2:00PM – 3:15PM PDT

(1h 15m)

EDGE2206. 3 Simple Ways to Make Your Employees Never Want to Leave

Susan Stutzel

Leadership Coach

PartnersCoach

2:00PM – 3:15PM PDT

(1h 15m)

ENG2217. Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)

Karly Laughlin

Principal

Belfint, Lyons & Shuman, P.A.

Jordon Rosen

Director

BLS CPA

2:00PM – 3:15PM PDT

(1h 15m)

ENG2218. AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)

Priscilla Bullock

Partner

PwC

Lexy Kessler

Partner

Aronson LLC

Trisha Nomura

Owner

Ascend Consulting LLC

Anna Mok

President & CEO

Ascend

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

2:00PM – 3:15PM PDT

(1h 15m)

ENG2219. An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN)

Justin Mannhardt

Solution Architect

P3 Adaptive

Evan Rhodes

Director, Client Services

P3 Adaptive

2:00PM – 3:15PM PDT

(1h 15m)

EST2214. IRS Update and Dialogue on Estate and Gift Taxes - Form 706 and 709

Lisa Piehl - Invited

Program Manager, Estate and Gift Tax Policy

IRS

2:00PM – 3:15PM PDT

(1h 15m)

NAA2216. Employee Benefit Plan Audit Update

Josie Hammond

National Director of Employee Benefit Plans

RSM US LLP

Michael Auerbach

Chief Accountant

Employee Benefits Security Administration, U.S. D

2:00PM – 3:15PM PDT

(1h 15m)

NAA2217. Accounting and Auditing for Digital Assets

Sean Prince

Partner, National Office

Crowe LLP

Yoland Sinclair

Audit Senior Manager

Deloitte

2:00PM – 3:15PM PDT

(1h 15m)

PFP2205. Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility

Oscar Vives

Wealth Planner

PNC Private Bank

2:00PM – 3:15PM PDT

(1h 15m)

PFP2220. Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events

Patti Clement

Senior Vice President

HUB International

2:00PM – 3:15PM PDT

(1h 15m)

PST2211. Starting a "Technology Focused" Advisory Practice - Where to Begin

Donny Shimamoto

Founder and Managing Director

IntrapriseTechKnowlogies LLC

Elizabeth Mason

CEO and Founder

High Rock Accounting

2:00PM – 3:15PM PDT

(1h 15m)

PST2212. The “Big Eight”: What Firms Must Have to Create Unity and Success

Gary Thomson

Managing Partner

Thomson Consulting, LLC

2:00PM – 3:15PM PDT

(1h 15m)

TAX2210. Demistyfying Distributable Net Income

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

3:00 PM

3:30PM – 4:45PM PDT

(1h 15m)

DCPA2205. Help Clients Gain Better Business Outcomes: Discover the Power of a PEO

Alice Ziegler

Area Sales Director, PEO

Paychex

3:30PM – 4:45PM PDT

(1h 15m)

ENG2220. Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Natalie Perry

Partner

Harrison & Held LLP

Paige Goepfert

Managing Director

Andersen

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

3:30PM – 4:45PM PDT

(1h 15m)

ENG2221. Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX)

Dien Yuen

Executive Director, Center for Philanthropy & Social Impact

The American College of Financial Services

3:30PM – 4:45PM PDT

(1h 15m)

ENG2222. Quality Management (NAA, PST)

Ahava Goldman

Associate Director

AICPA

Sara Lord

Chief Auditor

RSM US LLP

3:30PM – 4:45PM PDT

(1h 15m)

EST2215. Estate Planning for Private Equity and Opportunity Zone Funds

Joseph Karczewski

Managing Director

Andersen

3:30PM – 4:45PM PDT

(1h 15m)

FIN2208. Change Leadership in the 21st Century

David DeFreitas

Group CFO

Caterpillar

3:30PM – 4:45PM PDT

(1h 15m)

NAA2218. Profits Interests - Special Issues Related to Accounting for Partnerships

Adam Roark

Director, Assurance Innovation and Methodology

DHG

3:30PM – 4:45PM PDT

(1h 15m)

NAA2219. Enhancing Internal Control Assessments: Efficiency, Effectiveness and Compliance

Lynford Graham

Visiting Professor and Executive in Residence

Bentley University

Keith Peterka

Partner

Anchin

William Powers

Deputy Director (Retired)

PCAOB

3:30PM – 4:45PM PDT

(1h 15m)

PFP2222. Social Security with Medicare

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

3:30PM – 4:45PM PDT

(1h 15m)

PST2213. SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape

Steven Ursillo

Partner | National Leader Information Assurance and Cybersecurity

Cherry Bekaert LLP

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

3:30PM – 4:45PM PDT

(1h 15m)

PST2214. Navigating the Labor Market to Build Your Team

Jason Blumer

CEO

Blumer CPAs

3:30PM – 4:45PM PDT

(1h 15m)

TAX2208. Ethical Dilemmas in Representation

Megan Brackney

Partner

Kostelanetz & Fink, LLP

4:00 PM

4:45PM – 6:00PM PDT

(1h 15m)

Networking Reception

4:45PM – 6:00PM PDT

(1h 15m)

Speed Mentoring (Pre-Registration Required - On-Site Only)

5:00 PM

5:00PM – 5:25PM PDT

(25m)

ENG22EL21. Education Lab #1 (5:00pm) - Pull up a chair — Tax season therapy for your practice health

April Walker

Lead Manager

AICPA

Brandon Lagarde

Director

Postlethwaite & Netterville

DANIEL MOORE

Owner

D.T. Moore & Company

5:35PM – 6:00PM PDT

(25m)

ENG22EL26. Education Lab #2 (5:35) All About PCPS: Finding Firm Practice Management Resources, presented by AICPA PCPS Section

Kari Hipsak

Senior Manager - Firm Services

Association of International Certified Professional Accountants

Thursday, June 9, 2022

6:00 AM

6:00AM – 7:00AM PDT

(1h)

Yoga with Amy Vetter (Onsite Only)

6:30AM – 8:00AM PDT

(1h 30m)

Continental Breakfast

6:30AM – 1:40PM PDT

(7h 10m)

Exhibit Hall Open

6:30AM – 4:00PM PDT

(9h 30m)

Registration

6:45AM – 7:00AM PDT

(15m)

ENGAGE Morning Studio

7:00 AM

7:00AM – 7:50AM PDT

(50m)

ENG22SS09. Find the right pricing model for your firm, presented by Xero

Elizabeth Mason

CEO and Founder

High Rock Accounting

7:00AM – 7:50AM PDT

(50m)

ENG22SS10. Turbocharge Your Tech Accounting Practice, presented by Zoho Corporation

Val Steed

Director Accountants

Zoho Corporation

7:00AM – 7:50AM PDT

(50m)

ENG22SS11. 5 Tips to Impact Your Firm's Bottom Line, presented by CPACharge

Heidi Rogers

Payments Expert

CPACharge

7:00AM – 7:50AM PDT

(50m)

ENG22SS12. The Strategic Vision for Global Payables, presented by Tipalti

Corey Green

Solutions Consultant

Tipalti

7:00AM – 7:50AM PDT

(50m)

ENG22SS14. Tax Strategies You've Heard of but Didn't Know How to Implement, presented by Credo

DonCarlos Bain

Credo CFOs & CPAs

Daniel Lucas

President & Founder

Credo CFOs & CPAs

7:00AM – 8:00AM PDT

(1h)

Topic Driven Networking

8:00 AM

8:00AM – 9:15AM PDT

(1h 15m)

DCPA2206. Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape

Mo Huda

Senior Manager

Moss Adams

Jeremiah LaRue

Product Marketing Manager

CPA.com

Diane Yetter

President and Founder

Sales Tax Institute & Yetter Tax

8:00AM – 9:15AM PDT

(1h 15m)

EDGE2208. Transforming a Broken Leadership Model

Sarah Elliott

Co-founder and Principal

Intend2Lead LLC

Brian Kush

Principal

Intend2Lead

8:00AM – 9:15AM PDT

(1h 15m)

ENG2206. Virtual Selling - Becoming a Financial Influencer

Janine Rogan

Founder

Wealth Building Academy Inc

8:00AM – 9:15AM PDT

(1h 15m)

ENG2223. Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

Thalia Smith

Partner

Deloitte & Touche LLP

Okorie Ramsey

Vice President of Sarbanes/Oxley (SOX)

Kaiser Permanente

Guylaine Saint Juste

President & CEO

NABA

8:00AM – 9:15AM PDT

(1h 15m)

FIN2209. Economic Outlook

Thomas Jalics

Chief Market Strategist

Fifth Third Bank

8:00AM – 9:15AM PDT

(1h 15m)

PST2216. Tech Update 2022 | preceded by the AICPA Technology Advisory Standing Ovation Awards

Randolph Johnston

Founder

Network Management Group, Inc.

8:00AM – 9:15AM PDT

(1h 15m)

PST2217. Small Firm Succession - Are you ready for the next wave of M&A

Terrence Putney

Partner

Whitman Transition Advisors

AMBER GOERING

President

Goering and Granatino, P.A.

Carl Peterson

VP - Small Firm Interests

AICPA

8:00AM – 9:15AM PDT

(1h 15m)

TAX2212. S Corp update, following the presentation of the Sid Kess Award for Excellence in Continuing Education

Kerry Mulcahy

Partner

Citrin Cooperman

Joe Bublé

Partner

Citrin Cooperman

9:00 AM

9:30AM – 10:45AM PDT

(1h 15m)

DCPA2203. Evolving the Client Experience around Audit

Kyle Silverman

Head of Ecosystem

CaseWare International

Karl Busch

Senior Director - Product Management - Dynamic Audit Solution

AICPA

Kalil Merhib

Vice President, Growth & Professional Services

CPA.com

9:30AM – 10:45AM PDT

(1h 15m)

EDGE2209. The Four Most Important Words in Leadership

Rebekah Brown

Director of Development

The Maryland Association of CPAs

9:30AM – 10:45AM PDT

(1h 15m)

ENG2224. Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Ruth Reitmeier

Director of Coaching and Training

Doerr Institute at Rice University

Kassi Rushing

Director, Organizational Strategy & Employee Development

Blue Hen

Jeannine Brown

Chief Executive Officer

Everyday Organizational Designs

9:30AM – 10:45AM PDT

(1h 15m)

FIN2210. SEC & US GAAP Update

Eliot Powell

Capital Markets and Accounting Advisory Services - Director

PWC

9:30AM – 10:45AM PDT

(1h 15m)

FIN2213. Finance Innovation – Adding xFP&A to Your Capabilities

Tom Hood

EVP of Business Engagement & Growth

Association of International Certified Professional Accountants and Business Learning Institute

Amy Radin

Independent Director, Growth Advisor, Award Winning Author

Pragmatic Innovation Partners

9:30AM – 10:45AM PDT

(1h 15m)

PST2219. Starting Your Own Firm - The "Must Have" Technology Stack

Brian Tankersley

Director, Strategic Relationships

K2 Enterprises

9:30AM – 10:45AM PDT

(1h 15m)

PST2220. Top 5 Partner Compensation Mistakes – and How to Fix Them

Kristen Rampe

Managing Principal

Rampe Consulting

9:30AM – 10:45AM PDT

(1h 15m)

TAX2204. Federal Tax Policy Update: Politics, Proposals and Prospects

Jeff Kummer

Managing Director

Deloitte Tax LLP

9:30AM – 10:45AM PDT

(1h 15m)

TAX2206. A Conversation About IRS Audits of High Wealth Individuals and their Related Entities

Spencer Paul

Tax Senior Manager

Deloitte

Debra Estrem

National Director, Tax Controversy

Deloitte Tax

10:00 AM

10:45AM – 11:25AM PDT

(40m)

Networking Break

11:00 AM

11:11AM – 1:11PM PDT

(2h)

Accounting Extravaganza - Exhibit Hall

11:15AM – 12:30PM PDT

(1h 15m)

EDGE2210. Innovation Lab: How to Prototype Your Firm’s Future

Matt Rampe

Principal

Rampe Consulting

11:15AM – 12:30PM PDT

(1h 15m)

FIN2211. Agile Finance Transformation Success and Lessons Learned

Eric Kinnoin

Senior Vice President of Finance

Oracle

11:15AM – 12:30PM PDT

(1h 15m)

FIN2212. CFO Guide to People & Performance Optimization

Terrell Turner

Managing Partner

TLTurner Group

Chris Ortega

CEO

Fresh FP&A

11:15AM – 12:30PM PDT

(1h 15m)

PST2222. Technology's Role in a CPA Firm Merger

Amanda Wilkie

Consultant

Boomer Consulting, Inc.

11:15AM – 12:30PM PDT

(1h 15m)

PST2223. Taking Your Office 365 ROI to the Next Level

John Higgins

Strategic Technology Advisor

CPA Crossings, LLC

11:15AM – 12:30PM PDT

(1h 15m)

PST2227. Improving Firm Profitability

William Pirolli

Chair, AICPA and Vice-Chair, Association

11:15AM – 12:30PM PDT

(1h 15m)

TAX2205. Is your Tax Manager an asset or a liability?

Jacob Bitz

Senior Accountant

Boyum Barenscheer, PLLP

Drew Wolf

Senior Accountant II

Boyum Barenscheer, PLLP

Chris Wittich

Partner

Boyum Barenscheer, PLLP

11:15AM – 12:30PM PDT

(1h 15m)

TAX2207. Global Investing and Information Reporting for High Net Worth Individuals

Chaya Siegfried

Lead, International Business Tax Services

Withum

12:00 PM

12:40PM – 1:40PM PDT

(1h)

Lunch

12:40PM – 1:40PM PDT

(1h)

The Feud

1:00 PM

1:30PM – 2:45PM PDT

(1h 15m)

DCPA2207. How to Price and Position FP&A Services

Adam Hale

Partner, COO

Summit CPA Group: A Division of Anders CPAs + Advisors

Mike Triantos

Head of Partnerships

Jirav

Ashley Doyen

CAS Product Account Manager

CPA.com

Robin Thieme

Founder, CEO & CAO (Chief Anticipation Officer)

KBS CFO, LLC

Chris Gallo

State & Local Tax Director

BerganKDV

1:30PM – 2:45PM PDT

(1h 15m)

EDGE2211. Building Positive Relationships to Create Effective Teams

Brent Forbush

Partner

Forbush and Associates

1:30PM – 2:45PM PDT

(1h 15m)

FIN2214. Social Intelligence

Paul Leroue

Principal/CMO

Wipfli

1:30PM – 2:45PM PDT

(1h 15m)

PST2224. The Mobile CPA / What's In My Bag?

Marc Staut

Chief Innovation & Information Officer

Boomer Consulting, Inc

1:30PM – 2:45PM PDT

(1h 15m)

PST2225. Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty

Angie Grissom

The Rainmaker Companies

Owner, Chief Relationship Officer

1:30PM – 2:45PM PDT

(1h 15m)

TAX2201. General Business Tax Update

Tony Nitti

Partner - National Tax

1:30PM – 2:45PM PDT

(1h 15m)

TAX2214. Real Estate Tax: Taxation of Real Estate Professionals

Annette Nellen

Professor

San Jose State University

3:00 PM

3:00PM – 3:50PM PDT

(50m)

FIN2215. Culture as a Competitive Advantage

Paul Leroue

Principal/CMO

Wipfli

3:00PM – 3:50PM PDT

(50m)

PST2226. Current State of Mergers and Acquisitions in the Profession

Allan Koltin

CEO

Koltin Consulting Group

3:00PM – 3:50PM PDT

(50m)

TAX2215. Best Tax Ideas Panel

Martin Finn

Partner

Lavelle and Finn, LLP

Jordon Rosen

Director

BLS CPA

Annette Nellen

Professor

San Jose State University

Julie Welch

Shareholder and Director

Meara Welch Browne, P.C.