Agenda | AICPA Conferences

Sunday, June 2, 2024

8:00 AM

8:00AM – 5:00PM PDT

(9h)

PFP24100. How to Create Your CPA Personal Financial Planning Practice: An Overview

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Mark Astrinos

Principal & Founder

Libra Wealth

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

Brooke Salvini

Principal

Salvini Financial Planning

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

David Stolz

Emeritus

Stolz and Associates

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Sarah Bradley

Owner

Edwards Bradley PC

Pre-Conference Optional Workshops Additional Fee

8:00AM – 5:40PM PDT

(9h 40m)

PFP24200. PFS™ Live! Workshop

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.®

Daniel Snyder

Director - Personal Financial Planning (PA)

AICPA & CIMA

Pre-Conference Optional Workshop Additional Fee

1:00 PM

1:00PM – 4:30PM PDT

(3h 30m)

ENG24101. Fingers on the Keyboard: GenAI Learning Lab for Accounting and Finance Professionals (TCH, FIN)

Wesley Hartman

Founder

Automata Practice Development

Chris Ortega

CEO

Fresh FP&A

1:00PM – 4:30PM PDT

(3h 30m)

EST24101. Charitable Giving Strategies

Ted Batson

Partner/Tax Counsel

CapinCrouse LLP

Stephen Bigge

Partner

Keebler & Associates, LLP

1:00PM – 4:30PM PDT

(3h 30m)

NAA24101. Quality Management: Path to Implementation

Joe Lynch

Managing Director, Shareholder

Johnson Global Accountancy (JGA)

Michael Brand

Member

BMSS, LLC

Sherry Chesser

Member

Landmark PLC, Certified Public Accountants

1:00PM – 4:30PM PDT

(3h 30m)

PFP24101. Discovering Greater Revenues by Exploring the Individual Tax Return: Proactively Identifying PFP Opportunities in your Income Tax Practice that could Result in Greater Revenues

Jimmy Williams

CEO and Senior Wealth Advisor

Compass Capital Management, LLC

Melissa Linn

SVP, Senior Wealth Planning Strategist

Comerica Wealth Management

1:00PM – 4:30PM PDT

(3h 30m)

PRA24101. Microsoft 365 Deployment Bootcamp for Your Practice

John Higgins

Strategic Technology Advisor

Higgins Advisory, LLC

1:00PM – 4:30PM PDT

(3h 30m)

TAX24101. Mergers and Acquisitions & Tax Traps and Considerations When Selling a Business

Mark Gallegos

Tax Partner

Porte Brown LLC

Jocelyn Borowsky

Partner

Duane Morris LLP

Monday, June 3, 2024

7:00 AM

7:00AM – 7:50AM PDT

(50m)

ENG24SS101. Accelerating Efficiency: Transform Your Firm's Workflows - presented by ShareFile (PRA, TCH)

Jody Padar

The Radical CPA

Stacy Shrader

Lead Product Marketing Manager, Accounting

ShareFile

Nayo Carter-Gray

Founder + CEO

1st Step Accounting LLC

7:00AM – 7:50AM PDT

(50m)

ENG24SS102. The Future of Audit, featuring audit software pioneer David Wyle – presented by Thomson Reuters (NAA, TCH)

David Wyle

General Manager, Audit

Thomson Reuters

7:00AM – 7:50AM PDT

(50m)

ENG24SS103. Jackpot! How GenAI and Online Gambling Are Shaping Tomorrow's Wins - presented by alliantgroup (TCH, PRA)

Chris Stephenson

Managing Director of Intelligent Automation & AI

alliantgroup

7:20 AM

7:20AM – 7:40AM PDT

(20m)

ENG24SD01. ENGAGE Live Studio: Day 1 - Morning Welcome with Private Practice Transitions

Martin Finn

Partner

Lavelle and Finn, LLP

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

8:00 AM

8:00AM – 9:05AM PDT

(1h 5m)

ENG24K01. ENGAGE Keynote | Shattering Expectations

Erik Weihenmayer

World-Class Blind Adventurer

9:05 AM

9:05AM – 9:55AM PDT

(50m)

ENG24K02. ENGAGE Keynote | Professional Issues Update

Carla McCall

Managing Partner

AAFCPAs

Barry Melancon

President and CEO

AICPA & CIMA

Dan Hood

Editor-In-Chief

Accounting Today

9:55 AM

9:55AM – 10:15AM PDT

(20m)

ENG24SD02. ENGAGE Live Studio: Keynote Speaker Interview with Erik Weihenmayer

Erik Weihenmayer

World-Class Blind Adventurer

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

10:15 AM

10:15AM – 11:30AM PDT

(1h 15m)

EDG2401. Your Path to Possibilities

Sarah Elliott

Co-founder and Principal

Intend2Lead LLC

10:15AM – 11:30AM PDT

(1h 15m)

ENG2401. Estate Planning Update (EST, TAX) | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award

Andrew Katzenstein

Partner

Proskauer Rose LLP

10:15AM – 11:30AM PDT

(1h 15m)

ENG2402. The Leadership Impact — How to Build and Lead a High Performing Team (FIN, EDG)

Ken Warman

Founder

The Leader's Evolution

10:15AM – 11:30AM PDT

(1h 15m)

NAA2401. AICPA Update: Future of the Global Profession

Susan Coffey

Chief Executive Officer - Public Accounting

AICPA & CIMA

10:15AM – 11:30AM PDT

(1h 15m)

PFP2401. Solving Practical Problems in Private Wealth Management

Apollo Lupescu

Vice President

Dimensional Fund Advisors

Mathieu Pellerin

Senior Researcher and Vice President

Dimensional Fund Advisors

10:15AM – 11:30AM PDT

(1h 15m)

PFP2402. Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment

Arlene Moss

Executive Business Coach

XYPN

10:15AM – 11:30AM PDT

(1h 15m)

PFP2403. The Retirement Red Zone - Critical Decisions to Make in the Years Before and After Retirement

Oscar Vives

Wealth Strategist

PNC Private Bank

David Frisch

President

Frisch Financial Group, Inc.

Melissa Linn

SVP, Senior Wealth Planning Strategist

Comerica Wealth Management

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

10:15AM – 11:30AM PDT

(1h 15m)

PFP2404. The Role of Life Insurance in Integrated Planning

Kenneth "Bobby" Samuelson

Executive Editor

The Life Product Review

10:15AM – 11:30AM PDT

(1h 15m)

PRA2401. Transforming Your Business Model: The Why and How

Erin Hartman

Manager - Firm Services - PCPS

AICPA & CIMA

Jayden Doye

10:15AM – 11:30AM PDT

(1h 15m)

PRA2402. Know and Manage the Risks of Providing CAS & CFO Services

Deborah Rood

Risk Control Consulting Director

CNA

Stan Sterna

Risk Control Leader

Aon

10:15AM – 11:30AM PDT

(1h 15m)

TCH2401. Tech Update | preceded by Technology Advisory Standing Ovation Recognition

Randolph Johnston

Founder

Network Management Group, Inc.

Brian Tankersley

Director, Strategic Relationships

K2 Enterprises, LLC

10:15AM – 11:30AM PDT

(1h 15m)

TPR2401. Beyond Today: The Next Chapter in SOC and Third-Party Risk

Chris Halterman

Managing Director

Ernst & Young LLP

Carrie Kostelec

Lead Manager - SOC & Related Services

AICPA & CIMA

11:30 AM

11:30AM – 11:45AM PDT

(15m)

ENG24SD21. ENGAGE Live Studio REPLAY: Day 1 - Morning Welcome with Private Practice Transitions

Martin Finn

Partner

Lavelle and Finn, LLP

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

11:45 AM

11:45AM – 12:35PM PDT

(50m)

EDG2402. Leave Me Alone: People Management for the Non-People Person

Erin Crowley

Global Learning + Development Advisor

Spiirall

11:45AM – 12:35PM PDT

(50m)

ENG2404. Ms. Perception: A Global Macro and Market Outlook (PFP, FIN)

John Tousley

Managing Director

Goldman Sachs

11:45AM – 12:35PM PDT

(50m)

ENG2406. Planning for a Surviving Spouse (EST, TAX)

Anthony Vitiello

Partner and Chairman, Tax and Estate Planning Group

Connell Foley LLP

11:45AM – 12:35PM PDT

(50m)

EST2401. The Intersection of Divorce & Estate Planning: The Top Tax/Planning Tips & Traps You Need to Know

Sharon Klein

Executive Vice President

Wilmington Trust

11:45AM – 12:35PM PDT

(50m)

EST2402. IRS Update and Dialogue on Recent Developments on Estate and Gift Taxes - Form 706 and Form 709

Lisa Piehl - Invited

Program Manager, Estate and Gift Tax Policy

IRS

11:45AM – 12:35PM PDT

(50m)

NAA2402. Mastering COSO and Sharing the Power of Internal Control

Lucia Wind

COSO Board Chair and Executive Director

Raiders 14U Blue

Jennifer Burns

Chief Auditor

AICPA & CIMA

Paul Perry

Member | Security, Risk and Controls Practice Area Leader

Warren Averett LLC

11:45AM – 12:35PM PDT

(50m)

NAA2403. Unifiying Technology and Methodology: Refining Firm Audit Transformation Strategy

Karl Busch

Senior Director - Product Management - Dynamic Audit Solution

AICPA & CIMA

Jonathan Kraftchick

Partner

Cherry Bekaert

11:45AM – 12:35PM PDT

(50m)

PRA2403. I Want to Grow My Practice... Now What?

Maya Ivanova

Shareholder

Wilson Ivanova Certified Public Accountants, Inc. APAC

Jessie Williams

Chief Executive Officer

jmWilliams CPA, LLP

11:45AM – 12:35PM PDT

(50m)

PRA2404. Aligning the Key Practice Management Elements of Governance, Succession Planning, Partner Compensation, and Capital Solutions for Autonomous Decision Making

Gary Thomson

Managing Partner

Thomson Consulting, LLC

11:45AM – 12:35PM PDT

(50m)

TAX2401. K-2 and K-3 Update

Joseramon Carrasco

Managing Director

Grant Thornton LLP

Cory Perry

Partner

Grant Thornton

11:45AM – 12:35PM PDT

(50m)

TAX2402. Rethinking Tax Practice in the 21st Century: How to Stay Healthy, Happy, and Productive

Daniel Moore

Owner

D.T. Moore & Company

Amy Vetter

CEO

The B3 Method Institute (QuickStart Training)

Chet Buchman

Managing Partner

Swindoll, Janzen, Hawk & Loyd, LLC

11:45AM – 12:35PM PDT

(50m)

TCH2402. Reimagining the Digital Firm of the Future

Chris Cromer

Director of Operations

CPA.com

Hannes Hapke

Principal Machine Learning Engineer

Digits

Avani Desai

Chief Executive Officer

Schellman & Company

11:45AM – 12:35PM PDT

(50m)

TPR2402. Unlocking the Key Lessons and Takeaways from SOC School

Sean Linton

Partner

EisnerAmper, LLP

Neha Patel

Partner in charge

Weaver & Tidwell LLP

1:00 PM

1:00PM – 1:30PM PDT

(30m)

ENG24SD04. ENGAGE Live Studio: Speaker Q&A: The Leadership Impact – How to Build and Lead a High Performing Team with Ken Warman

Ken Warman

Founder

The Leader's Evolution

Martin Finn

Partner

Lavelle and Finn, LLP

1:40 PM

1:40PM – 2:05PM PDT

(25m)

TD2401. Building an Integrated Firm of the Future: Connecting People, Data & Tech - presented by CPA.com (NAA, PRA, TCH)

Paul Whitmore

Professional Services Consultant -Audit

CPA.com

Monie Grewal

Director of Accounting Solutions

Caseware

2:00 PM

2:00PM – 2:30PM PDT

(30m)

ENG24SD05. ENGAGE Live Studio: Speaker Q&A: Ms. Perception: A Global Macro and Market Outlook with John Tousley

John Tousley

Managing Director

Goldman Sachs

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

2:30 PM

2:30PM – 3:45PM PDT

(1h 15m)

EDG2403. Stuck in the Middle — Being a Leader Without Being at the Top

Jessica Iennarella

Chief Financial Officer

State Bar of Arizona

2:30PM – 3:45PM PDT

(1h 15m)

ENG2403. DEI Session: Navigating the Legal Landscape and Paving the Path for Ongoing Equity Efforts (All tracks)

Kimberly Ellison-Taylor

CEO

KET Solutions LLC

Crystal Cooke

Director - Diversity & Inclusion

AICPA & CIMA

Katie Patel

US Diversity Talent Acquisition Leader

PwC

2:30PM – 3:45PM PDT

(1h 15m)

ENG2407. Driving Innovation: Don't Be Scared (PRA, TCH)

Amy Vetter

CEO

The B3 Method Institute (QuickStart Training)

Zunie Nguyen

Founder & CEO

Yogi CPA

Roman Villard

Founder

Full Send

Lauren Lewin

Director of Business Transformation

Wiss LLP

2:30PM – 3:45PM PDT

(1h 15m)

ENG2408. New Partners in Established Firms: What to Know, What to Ask (EDG, PRA)

Matthew Wilson

Partner

Wilson Ivanova Certified Public Accountants Inc.

Maya Ivanova

Shareholder

Wilson Ivanova Certified Public Accountants, Inc. APAC

Chris Wittich

Partner

Boyum Barenscheer, PLLP

William Pirolli

Executive Vice President of Firm Services

Succession Institute, LLC

2:30PM – 3:45PM PDT

(1h 15m)

ENG2409. Generative AI - Practical Uses in the Profession (TCH, FIN)

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Molly Goins-Cox

CIO

Withum

John Toon

Technology Strategy Lead

Beever and Struthers

2:30PM – 3:45PM PDT

(1h 15m)

EST2403. Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions

Anita Sarafa

Managing Director

JP Morgan Private Bank

2:30PM – 3:45PM PDT

(1h 15m)

EST2404. Navigating Charitable Gifts of Business Interests: Key Planning Considerations

Ted Batson

Partner/Tax Counsel

CapinCrouse LLP

2:30PM – 3:45PM PDT

(1h 15m)

EST2405. Staying out of the Estate and Gift Tax Return Penalty Box

Beth Kaufman

Partner

Lowenstein Sandler

Melissa Wiley

Partner

Lowenstein Sandler LLP

2:30PM – 3:45PM PDT

(1h 15m)

FIN2401. Be Influential — Drive Action and Make Numbers Matter with Financial Storytelling

Liz Barhydt

CFO, Pardon/ CEO

She Speaks Numbers

2:30PM – 3:45PM PDT

(1h 15m)

NAA2404. Quality Management for Sole Practitioners and Small Firms

Michael Brand

Member

BMSS, LLC

Kathryn Fletcher

Partner

Draffin Tucker

Joe Lynch

Managing Director, Shareholder

Johnson Global Accountancy (JGA)

2:30PM – 3:45PM PDT

(1h 15m)

NAA2405. Is it Debt or Equity?

Scott Ehrlich

President

Mind the GAAP, LLC

2:30PM – 3:45PM PDT

(1h 15m)

NAA2406. Peer Review: Preparing for the Next One, and What does a Peer Reviewer Really Think?

Dustin Verity

Managing Partner

Verity CPAs

Michael Fawley

Principal, Assurance Inspections

BDO USA, P.C.

2:30PM – 3:45PM PDT

(1h 15m)

PFP2405. 4 Questions Every Investment Strategy Must Answer

Daniel Campbell

Investment Strategy Advisor

Buckingham Wealth Partners

2:30PM – 3:45PM PDT

(1h 15m)

PFP2406. Where’s my Passport? Navigating the Wilds of Cross Border Tax Planning

Joseph Sardella

Partner

Henderson Partners LLP

2:30PM – 3:45PM PDT

(1h 15m)

PFP2407. Retire Overseas: The Silver Bullet for Long-Term Financial Planning

Liz Larroquette

Relocation and Investment Advisor

Live and Invest Overseas

2:30PM – 3:45PM PDT

(1h 15m)

TAX2403. Taking it Personally: An Individual Income Tax Update

Damien Martin

Partner

2:30PM – 3:45PM PDT

(1h 15m)

TPR2403. What if the SOCs Don’t Fit? Emergence of Non-Traditional Third-Party Assurance

Brian Thomas

Partner

Weaver

Angela Appleby

Partner

Plante Moran

3:45 PM

3:45PM – 4:00PM PDT

(15m)

ENG24SD03. ENGAGE Live Studio: Audience Spotlight - Meet our First Time Attendees

Michael Brand

Member

BMSS, LLC

4:00 PM

4:00PM – 5:15PM PDT

(1h 15m)

EDG2404. Increasing Self-Awareness and Getting Necessary Feedback

Joynicole Martinez

CEO

The Alchemist Agency

4:00PM – 5:15PM PDT

(1h 15m)

ENG2410. DEI Session: The Secret Definition of Success: Perspectives from Women Leaders in the Accounting and Finance Professions (All tracks)

Jeannine K Brown

Chief Executive Officer

Everyday Lead

Zunie Nguyen

Founder & CEO

Yogi CPA

Nicole Davis

Founder and Chief Hello Officer

Butler-Davis

Ana-Maria Cornoiu

VP Business Risk Assurance & Advisory

Volvo Financial Services LLC

4:00PM – 5:15PM PDT

(1h 15m)

ENG2411. IRA/Retirement Account Update (EST, PFP, TAX) | Preceded by the PFP Standing Ovation Awards and the PFP Distinguished Service Award

Robert Keebler

Partner

Keebler and Associates, LLP

4:00PM – 5:15PM PDT

(1h 15m)

ENG2412. Cybersecurity Risk Management Strategies for Emerging Cyber Threats (TCH, TPR)

Steven Ursillo

Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity

Cherry Bekaert

Brian Thomas

Partner

Weaver

4:00PM – 5:15PM PDT

(1h 15m)

EST2406. Guarantees, Projections and All that Jazz: An Analysis of How to Evaluate Life Insurance Proposals

Allen Hensley

Advanced Planning Development Officer

New York Life

Robert Pate

Corporate Vice President

New York Life Insurance Company

4:00PM – 5:15PM PDT

(1h 15m)

EST2407. State Taxation of Trusts, Where is my trust taxed?

David Berek

Partner

Mayer Brown LLP

4:00PM – 5:15PM PDT

(1h 15m)

FIN2402. Talent, Transformation, Technology, and the Future of Finance

James Hood

EVP of Business Engagement & Growth

US/AICPA-CIMA

Barry Payne

Director - External Relations, Management Accounting

AICPA & CIMA

Samuel Maimbo

VP-Budget, Performance Review & Strategic Planning

World Bank

Christy Wright

SVP, Corporate Finance

Southwire Company

4:00PM – 5:15PM PDT

(1h 15m)

NAA2407. Using Tech in an Audit: Part 1

Samantha Bowling

Managing Partner

GW CPA LLP

Sara Watson

Director

FORVIS

4:00PM – 5:15PM PDT

(1h 15m)

NAA2408. ASC 842 - Day 2 and Beyond

Mike Cheng

Partner

Frazier & Deeter

4:00PM – 5:15PM PDT

(1h 15m)

NAA2409. Getting the Fair Value Right in Business Combinations

Keith Peterka

Partner

Anchin

Michael Lavelle

Managing Director

APPRAISAL ECONOMICS INC.

4:00PM – 5:15PM PDT

(1h 15m)

PFP2408. Elder Planning - Figures and Emotional State

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Paula McMillan

Wealth Advisor

Stearns Financial Group

Thomas Trainor

Managing Director

Hanover Private Client Corporation

David Frisch

President

Frisch Financial Group, Inc.

4:00PM – 5:15PM PDT

(1h 15m)

PFP2409. Annuities and Life Insurance: Future Directions

Tamiko Toland

Principal

Toland Consulting

Glenn Daily

Co-founder

Tell Us The Odds, LLC

Lee Slavutin

Principal

Stern Slavutin 2, Inc.

4:00PM – 5:15PM PDT

(1h 15m)

PRA2405. Building an Irresistible Employer Brand in a Competitive Talent Market

Tosha Anderson

Founder and Managing Partner

The Charity CFO

Kassi Rushing

CEO & Owner

Kassi Rushing Consulting

4:00PM – 5:15PM PDT

(1h 15m)

PRA2406. The Journey to M&A: How Private Equity is Impacting the Profession

Amber Goering

CEO

Goering and Granatino

Gary Thomson

Managing Partner

Thomson Consulting, LLC

David Wurtzbacher

CEO

Ascend

4:00PM – 5:15PM PDT

(1h 15m)

TAX2404. Fun with four-letter words: NIIT, SECA And PTET

David Kirk

National Tax Partner

Ernst & Young LLP

4:00PM – 5:15PM PDT

(1h 15m)

TAX2405. Changing Your Residence from a High-Tax State to a Low-Tax State

Mark Klein

Partner/Chairman

Hodgson Russ LLP

4:00PM – 5:15PM PDT

(1h 15m)

TCH2403. Enhancing the Efficiency and Accuracy of Carbon Accounting through the Integration of Advanced Technology and Automation

Ruirui Zhang

Co-Founder and CEO

Dynimos

Lu Qin

Data Scientist

Dynimos

4:00PM – 5:15PM PDT

(1h 15m)

TPR2404. Do Not Outsource Accountability: Key Steps to Understanding a Successful Vendor Management Program

Paul Perry

Member | Security, Risk and Controls Practice Area Leader

Warren Averett LLC

Aaron Wilton

Sr. Manager | Technology Risk

Deloitte

5:30 PM

5:30PM – 5:55PM PDT

(25m)

LAB-B-2405. America at a Crossroads: Legislative Updates Impacting the US Economy - presented by alliantgroup (TAX)

Rick Lazio

Former U.S. Congressman; alliantgroup Senior Vice President

alliantgroup

Dean Zerbe

National Managing Director

Alliantgroup

5:30PM – 5:55PM PDT

(25m)

LAB-P-2402. Erase Client Frustration With Automated Tax Return Delivery They'll Adopt - presented by Safesend (TCH, PRA)

Steven Lyon

Product Marketing Lead

SafeSend

5:30PM – 5:55PM PDT

(25m)

TD2402. Future of Finance: The Power of Modern, Integrated T&E - presented by Navan (TCH, FIN)

Galen Grady

Senior Director, Expense Strategy & Operations

Navan

6:05 PM

6:05PM – 6:30PM PDT

(25m)

LAB-B-2406. Confessions of a MetaConsultant - presented by Sage (FIN, EDG, NAA, PFP, PRA, TCH)

Ed Kless

MetaConsultant

Tipping Point Advisors

Tuesday, June 4, 2024

7:30 AM

7:30AM – 8:20AM PDT

(50m)

ENG24SS201. CAS 2.0 and SaaS: How to Scale your Practice and Deliver Business Insights CAS with Software-as-a-Service Platforms - presented by Pax8 (PRA)

Steve Brooks

Senior Director of Partner Enablement Experience

Pax8

7:30AM – 8:20AM PDT

(50m)

ENG24SS202. Pioneering the Future: Transform Your Workflows with Advanced Tech and AI, presented by Wolters Kluwer (TCH)

Colleen Knuff

Vice President, Audit Product Management

Wolters Kluwer

Lisa Erickson

Associate Director, Technology Product Management

7:30AM – 8:20AM PDT

(50m)

ENG24SS203. Radically Transform Your Pricing - presented by ADP (PRA)

Jody Padar

The Radical CPA

8:40 AM

8:40AM – 9:00AM PDT

(20m)

ENG24SD06. ENGAGE Live Studio: Day 2 - Morning Welcome with Caseware

Michael Brand

Member

BMSS, LLC

Jim Boomer

CEO

Boomer Consulting, Inc.

9:10 AM

9:10AM – 10:00AM PDT

(50m)

ENG24K03. ENGAGE Keynote | Accelerating Excellence: Peak Performance & Leadership in the Fast Lane

Susie Wolff

Managing Director

F1 Academy

10:00 AM

10:00AM – 10:15AM PDT

(15m)

AICPA & CPA Practice Advisor 25 Most Powerful Women in Accounting Awards

10:15 AM

10:15AM – 11:30AM PDT

(1h 15m)

ENG24K04. ENGAGE Keynote | Unlocking the Future: Navigating the Accounting Talent Pipeline in a Dynamic Landscape

Susan Coffey

Chief Executive Officer - Public Accounting

AICPA & CIMA

Okorie Ramsey

Chair

AICPA & CIMA

Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

Lexy Kessler

Mid-Atlantic Regional Leader & Partner

Aprio, LLP

11:45 AM

11:45AM – 12:35PM PDT

(50m)

ENG24LL01. SMART Learning for Today's Workforce - presented by AICPA & CIMA (All Tracks) - ONSITE ONLY

Michael Grant

Sr. Director Learning Innovation

AICPA & CIMA

11:45AM – 12:35PM PDT

(50m)

ENG24LL02. Empower Your Firm: Harnessing CAS 2.0® to Elevate Client Relationships - presented by CPA.com (PRA, TCH) - ONSITE ONLY

Kim Blascoe

Sr. Director, CAS Professional Services

CPA.com

Speaker data unavailable.

11:45AM – 12:35PM PDT

(50m)

ENG24LL03. Reimagining Risk Assessment - Center for Plain English Accounting Training (PRA, NAA) - ONSITE ONLY

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA & CIMA/Barnes, Dennig & Co., Ltd

11:45AM – 12:35PM PDT

(50m)

ENG24LL04. Client Services Beyond the Tax Return - presented by AICPA & CIMA (TAX, PFP) - ONSITE ONLY

Speaker data unavailable.

Pamela Ladd

AICPA

11:45AM – 12:35PM PDT

(50m)

ENG24LL05. Adding PFS credential as an experienced CPA - presented by AICPA & CIMA (PFP) - ONSITE ONLY

Oscar Vives

Wealth Strategist

PNC Private Bank

Eric Pascarella

Financial Advisor • Investment Advisor Representative

Nicholas Pascarella & Co.

12:00 PM

12:00PM – 12:15PM PDT

(15m)

ENG24SD07. ENGAGE Live Studio: Keynote Speaker Interview with Susie Wolff

Susie Wolff

Managing Director

F1 Academy

Jim Boomer

CEO

Boomer Consulting, Inc.

12:10 PM

12:10PM – 12:35PM PDT

(25m)

LAB-B-2411. Advanced Real Estate Tax Strategies: 1031 Exchange, 721 UPREIT and QOZ Fund - presented by Origin Investments (TAX, PFP)

Michael O'Shea

Vice President

Origin Investments

12:10PM – 12:35PM PDT

(25m)

LAB-P-2407. Using Generative AI: Here’s How the Competition is using Generative AI to Unlock Above Market Profitability, presented by Truewind.ai (TCH, NAA)

Alex Lee

CEO

Truewind

David Johnson

Director

Rooled

12:45 PM

12:45PM – 1:10PM PDT

(25m)

LAB-B-2412. Tax-Smart Strategies for Your Clients: Periodic Payments vs. Lump Sum - presented by MetLife (PFP)

Philippe Petit

Sales Director, Structured Settlements

MetLife

12:45PM – 1:10PM PDT

(25m)

LAB-P-2408. Accelerating Tax Workflow: Harnessing the Power of Automation & AI - presented by Thomson Reuters (NAA, TCH)

Allen Stahl

Director, Strategic Tax & Accounting Technology

Thomson Reuters

Pete Miele

VP of Sales

Thomson Reuters

12:45PM – 1:15PM PDT

(30m)

ENG24SD08. ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen

Zunie Nguyen

Founder & CEO

Yogi CPA

Roman Villard

Founder

Full Send

Martin Finn

Partner

Lavelle and Finn, LLP

12:45PM – 1:10PM PDT

(25m)

TD2405. HR Analytics to Power Your CAS Practice - presented by Paychex (PRA)

Chris Parks

Director, Channel Marketing

Paychex

1:30 PM

1:30PM – 2:45PM PDT

(1h 15m)

EDG2405. Most Common Roadblocks to Great Leadership

Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

1:30PM – 2:45PM PDT

(1h 15m)

ENG2413. Planning for Persons with Assets Below the Transfer Tax Exclusion (EST, PFP)

Steven Siegel

President

The Siegel Group

1:30PM – 2:45PM PDT

(1h 15m)

ENG2414. DEI Session: Inclusion Safety: The Secret Sauce to Talent Success | Part 1 (All tracks)

Tracey Walker

Chief Diversity Officer

A&M (Alvarez & Marsal)

1:30PM – 2:45PM PDT

(1h 15m)

EST2408. Exploring the Proposed Section 2053 Regulations: An In-depth Analysis

Laura Hinson

Managing Director

Deloitte

1:30PM – 2:45PM PDT

(1h 15m)

EST2409. Estate Planning for Multi-Generational Clients

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

1:30PM – 2:45PM PDT

(1h 15m)

FIN2403. From Business Partner to Value Partner: The 4 Big Shifts

Ash Noah

VP Managing Director, Learning, Education and Development

AICPA & CIMA

1:30PM – 2:45PM PDT

(1h 15m)

NAA2410. ASB/ARSC Update

Jennifer Burns

Chief Auditor

AICPA & CIMA

Sara Lord

Chief Auditor

RSM US LLP

Michael Westervelt

Principal - National Assurance, Construction

CLA

1:30PM – 2:45PM PDT

(1h 15m)

PFP2410. Storytelling in the Age of Data: Effective Client Communication

Apollo Lupescu

Vice President

Dimensional Fund Advisors

1:30PM – 2:45PM PDT

(1h 15m)

PFP2411. Results of the T3 Tech Survey

Joel Bruckenstein

President

Technology Tools for Today (T3)

1:30PM – 2:45PM PDT

(1h 15m)

PFP2412. Health Care Prior to 65

Oscar Vives

Wealth Strategist

PNC Private Bank

1:30PM – 2:45PM PDT

(1h 15m)

PRA2407. Enhancing Firm Profitability

William Pirolli

Executive Vice President of Firm Services

Succession Institute, LLC

1:30PM – 2:45PM PDT

(1h 15m)

PRA2408. Redefining Growth: How CRM Can Support More Strategic Growth In Accounting Firms

Sarah Dobek

President and Founder

Inovautus Consulting

Stephanie Pickering

Partner

MHP, LLP

1:30PM – 2:45PM PDT

(1h 15m)

TAX2406. BBA Correcting Partnership Returns

Joseramon Carrasco

Managing Director

Grant Thornton LLP

Cory Perry

Partner

Grant Thornton

1:30PM – 2:45PM PDT

(1h 15m)

TAX2407. Real Estate Hot Topics

Karen Brosi

Owner

Karen Brosi, EA, CFP, a LLC

1:30PM – 2:45PM PDT

(1h 15m)

TAX2408. Using Your AI Assistant for Tax Automations

Ashley Francis

Owner

The Francis Group, PLLC

Azure McFarlane

Senior Consultant

Hitachi Solutions

1:30PM – 2:45PM PDT

(1h 15m)

TCH2404. Inspector Gadget 2024

David Cieslak

EVP, Chief Cloud Officer

RKL eSolutions, LLC

1:30PM – 2:45PM PDT

(1h 15m)

TPR2405. Elevating Compliance: The Risk of Cloud Technologies and Their Impact on SOC Reporting

Jeff Cook

Managing Principal - SOC

Fortreum, LLC

Gregory Carpenter

Sr. Security Partner Strategist

AWS

2:45 PM

2:45PM – 3:00PM PDT

(15m)

ENG24SD09. ENGAGE Live Studio: Success Stories - Meet Alex and Shakor, CPA Practice Advisor’s 40 Under 40 Award Recipients

Alexandria Romero

Director of Finance

City of Pueblo

Shakor Jukes

Senior Accountant

Amazon

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

3:00 PM

3:00PM – 4:15PM PDT

(1h 15m)

EDG2406. Building Your (Unique) Personal Brand

Nicole DeRosa

Partner

Wiss

3:00PM – 4:15PM PDT

(1h 15m)

ENG2415. Don't Let the Sun Go Down on Me - Planning Ahead of the Scheduled Exemption Decreases (PFP, EST)

Daniel Rubin

Partner

Farrell Fritz, P.C.

3:00PM – 4:15PM PDT

(1h 15m)

ENG2416. Should I Stay or Should I Go? Tax Residency Planning (EST, TAX)

Kristen Simmons

Member, Attorney

Simmons Freeman LLC

Jeremy Dubow

Founding Partner CEO

NDH LLP

3:00PM – 4:15PM PDT

(1h 15m)

ENG2417. Advanced Fiduciary Income Tax (EST, TAX)

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

3:00PM – 4:15PM PDT

(1h 15m)

ENG2418. Generative AI - Risk vs Reward: 2 Sides of the Same Coin (TCH, TPR, NAA)

Angie Ng

Chief Data & Analytics Officer, Technology & Operations

Bank of Montreal (BMO)

Amy Pawlicki

VP - Assurance and Advisory Innovation

AICPA & CIMA

Nicholas Panou

Partner

PricewaterhouseCoopers LLP

3:00PM – 4:15PM PDT

(1h 15m)

ENG2419. Harnessing Emotional Intelligence for Your Personal SWOT Strategy (FIN, EDG)

Nigel Franklyn

Senior Director, Finance and IT

Kripalu Center for Yoga & Health

3:00PM – 4:15PM PDT

(1h 15m)

FIN2404. Navigating the Technology Wave: Smart Strategies for Corporate Accounting & Finance in the Tech Tide

Jim Gilbert

Managing Principal

Jim Gilbert, CPA LLC

Kristine Lemanski

CFO

AssuredPartners Aerospace

3:00PM – 4:15PM PDT

(1h 15m)

NAA2411. Using Tech in an Audit: Part 2

Samantha Bowling

Managing Partner

GW CPA LLP

Sara Watson

Director

FORVIS

3:00PM – 4:15PM PDT

(1h 15m)

NAA2412. Evaluating Control Deficiencies

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

3:00PM – 4:15PM PDT

(1h 15m)

PFP2413. Elevate your Practice: How to Attract, Serve, and Retain HNW clients

Vincent Tiseo

Managing Director

Goldman Sachs

3:00PM – 4:15PM PDT

(1h 15m)

PFP2414. Unlock the Power of Microsoft 365: Create the Office of the Future…Today!

John Higgins

Strategic Technology Advisor

Higgins Advisory, LLC

Thomas Trainor

Managing Director

Hanover Private Client Corporation

3:00PM – 4:15PM PDT

(1h 15m)

PFP2415. Rethinking RMDs

Lawrence Pon

CPA/PFS, CFP, EA, USTCP, AEP

Pon & Associates

3:00PM – 4:15PM PDT

(1h 15m)

PRA2409. The State of CPA Firm M&A – Trends, Opportunities, and Challenges

Allan Koltin

CEO

Koltin Consulting Group

3:00PM – 4:15PM PDT

(1h 15m)

PRA2410. Stop Walking the Tightrope – Manage Your Clients!

Nicole Davis

Founder and Chief Hello Officer

Butler-Davis

Renee Moelders

Partner

ConvergenceCoaching®, LLC

3:00PM – 4:15PM PDT

(1h 15m)

TAX2409. Why Crypto Tax Compliance Isn’t Getting Any Easier Despite New Guidance

Annette Nellen

Professor, MST Program Director

San Jose State University

Nik Fahrer

Senior Manager

Forvis Mazars

3:00PM – 4:15PM PDT

(1h 15m)

TCH2405. Implementing Finance and Accounting Automation

Ray Sang

Founder

ChipmunkRPA.com

Jim Yuan

Co-Founder

Segmental AI

3:00PM – 4:15PM PDT

(1h 15m)

TPR2406. Leveraging SOC Reports to Align with the SEC's New Cyber Regulations

Neha Patel

Partner in charge

Weaver & Tidwell LLP

Aaron Wilton

Sr. Manager | Technology Risk

Deloitte

4:15 PM

4:15PM – 4:30PM PDT

(15m)

ENG24SD10. ENGAGE Live Studio: Keynote Speaker Highlight: The Pipeline Conversation with Sue Coffey and Jennifer Wilson

Susan Coffey

Chief Executive Officer - Public Accounting

AICPA & CIMA

Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

4:30 PM

4:30PM – 5:20PM PDT

(50m)

EDG2407. Work Life Harmony: Empowering Parents and Caregivers to Boundless Success at Work and at Home

Jessica McClain

Chief Financial Officer

Girl Scouts Nation's Capital

Kassi Rushing

CEO & Owner

Kassi Rushing Consulting

4:30PM – 5:20PM PDT

(50m)

ENG2420. Asset Protection (PFP, EST)

Daniel Rubin

Partner

Farrell Fritz, P.C.

4:30PM – 5:20PM PDT

(50m)

ENG2421. Foreign Gift & Trust Reporting Forms 3520 and 3520A (TAX, EST)

David Mohel

Principal

PricewaterhouseCoopers

4:30PM – 5:20PM PDT

(50m)

ENG2422. Digital and Data Explosion: Protect Your Personal Privacy (TCH, EDG)

Jeff Cook

Managing Principal - SOC

Fortreum, LLC

4:30PM – 5:20PM PDT

(50m)

EST2410. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update

Irene Estrada

Managing Director

PwC

Carol Warley

Partner

RSM US LLP

Laura Hinson

Managing Director

Deloitte

4:30PM – 5:20PM PDT

(50m)

FIN2405. Your Business as the Talent Destination of Choice

Barry Payne

Director - External Relations, Management Accounting

AICPA & CIMA

Paul Young

SEVP & CFO

Liberty Bank

Ana-Maria Cornoiu

VP Business Risk Assurance & Advisory

Volvo Financial Services LLC

Darryl Bonner II

Sr. Accountant - Apprentice

Liberty Bank

Ruth Chu

Assurance Analyst

Volvo Financial Services

4:30PM – 5:20PM PDT

(50m)

NAA2413. Evidence and Documentation

Elizabeth Gantnier

Partner

FORVIS

Michael Brand

Member

BMSS, LLC

4:30PM – 5:20PM PDT

(50m)

NAA2414. A&A Issues with Employee Retention Credits (ERC)

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

4:30PM – 5:20PM PDT

(50m)

PFP2416. How to profitably & efficiently manage a Virtual Office

Mark Astrinos

Principal & Founder

Libra Wealth

David Oransky

Founding Principal

Laminar Wealth

4:30PM – 5:20PM PDT

(50m)

PFP2417. Understanding and Utilizing Insurance to Protect your Clients

Jimmy Williams

CEO and Senior Wealth Advisor

Compass Capital Management, LLC

Melissa Linn

SVP, Senior Wealth Planning Strategist

Comerica Wealth Management

Paula McMillan

Wealth Advisor

Stearns Financial Group

Leonard Wright

Wealth Management Advisor

Northwestern Mutual

4:30PM – 5:20PM PDT

(50m)

PRA2411. Mastering Client Onboarding for Client Advisory Services

Speaker data unavailable.

Kristina Costello

Director of Implementation, Accounting Systems

IFI Professionals (Incubator Finance)

4:30PM – 5:20PM PDT

(50m)

PRA2412. Transforming the CPA Firm Business Model? Pricing Differently is an Ideal First Step

Michelle River

Owner

Fore, LLC

4:30PM – 5:20PM PDT

(50m)

TAX2410. Renewable Energy Tax Incentives Guidance

Keegan Weber

Senior Manager

Crowe LLP

4:30PM – 5:20PM PDT

(50m)

TAX2411. Partnership Hot Topics: Basis Adjustments

Brian Lovett

Partner

Withum

4:30PM – 5:20PM PDT

(50m)

TCH2406. Evolving Your Tech Stack to Grow Your CAS Practice

Dixie McCurley

Partner, Client Accounting Services

Cherry Bekaert Advisory LLC

Kim Blascoe

Sr. Director, CAS Professional Services

CPA.com

Nicole Ksiazek

Director, SIAP Strategy and Sales

Sage

4:30PM – 5:20PM PDT

(50m)

TPR2407. Guarding Objectivity: Professional Standards, SOC Reporting, and the Risks of Relationships

Audrey Katcher

Partner

RubinBrown, LLP

Carrie Kostelec

Lead Manager - SOC & Related Services

AICPA & CIMA

Brian Thomas

Partner

Weaver

Ellen Goria

Associate Director

AICPA & CIMA

5:30 PM

5:30PM – 5:55PM PDT

(25m)

LAB-P-2409. Creating Efficiencies In Your Digital Audit Workflow - presented by Wolters Kluwer (TCH, NAA)

Andrea Hearn

Associate Director of Technology Product Management

Wolters Kluwer

5:30PM – 5:55PM PDT

(25m)

TD2406. How Gen AI Are Shaping Tomorrow’s Wins!

Mariano Novoa

Associate Director of AI and Automation

alliantgroup

5:30PM – 5:55PM PDT

(25m)

LAB-B-2413. Ready for M&A? 5 Accounting Infrastructure Considerations to Make Before, During, and Post Transaction, presented by Justworks (FIN, PRA, NAA)

Sarah Syme

VP of Accounting

Justworks

Wednesday, June 5, 2024

6:00 AM

6:00AM – 7:00AM PDT

(1h)

Self-Defense & Preservation Seminar

7:00 AM

7:00AM – 7:50AM PDT

(50m)

ENG24SS301. Beyond Tax: Adding Wealth Management to Your Service Offering - presented by AssetMark (PFP, TAX)

Nick Lapin

Business Development Consultant

AssetMark

7:00AM – 7:50AM PDT

(50m)

ENG24SS302. What does the private equity boom mean for independent firms? - presented by Platform (PRA)

Reyes Florez

CEO

Platform Accounting Group

7:45 AM

7:45AM – 8:00AM PDT

(15m)

ENG24SD11. ENGAGE Live Studio: Day 3 - Morning Welcome

Greg Bedard

Vice President, Enterprise Financial Accounting and Reporting - Finance Audit

MetLife, Inc.

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

8:00 AM

8:00AM – 9:15AM PDT

(1h 15m)

EDG2408. The Role of a Manager — From Chaos to Harmony

Susan Stutzel

Leadership Coach

PartnersCoach, Inc.

8:00AM – 9:15AM PDT

(1h 15m)

ENG2423. Artificial Intelligence - How to Unleash the Power of ChatGPT, Copilot and Other AI Tools (PFP, PRA, TCH)

John Higgins

Strategic Technology Advisor

Higgins Advisory, LLC

Thomas Trainor

Managing Director

Hanover Private Client Corporation

8:00AM – 9:15AM PDT

(1h 15m)

ENG2424. Washington Update: Tax Outlook (TAX, EST)

Dustin Stamper

Managing Director

Grant Thornton

8:00AM – 9:15AM PDT

(1h 15m)

FIN2406. Managing the Top Line, Bottom Line, and Green Line

Kenneth Witt

Associate Technical Director, MA R&D

AICPA & CIMA

Christy Wright

SVP, Corporate Finance

Southwire Company

Julien Gervreau

Director, Sustainability Implementation & Climate Action Planning

Sensiba LLP

8:00AM – 9:15AM PDT

(1h 15m)

FIN2407. Enterprise Risk Assessment — Small Panel Q&A

Jennifer Horton

VP, Internal Audit at Designer Brands

Designer Brands

LaToya Lacey

Vice President, ERM & Insurance

Estee Lauder

8:00AM – 9:15AM PDT

(1h 15m)

NAA2415. Fraud at my client? Say it isn't so!

Greg Jenkins

Ingwersen Professor of Accounting

Auburn University

David Zweighaft

Managing Partner

RSZ Forensic Associates LLC

Victoria Kitts

Senior Manager, Audit

Clark Nuber, PS

8:00AM – 9:15AM PDT

(1h 15m)

NAA2416. Auditing Revenue Efficiently and Effectively

Lynford Graham

Consultant and Educator

Lynford Graham CPA

8:00AM – 9:15AM PDT

(1h 15m)

NAA2417. Control Testing Automation

Maria Manasses

Partner - Deputy Chief Auditor

Grant Thornton LLP

Ethan Rojhani

Partner

Grant Thornton LLP

Gerard Morisseau

8:00AM – 9:15AM PDT

(1h 15m)

PFP2418. Advanced 529 Planning: 529-to-Roth, Dynasty 529, And Other HNW Opportunities

Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

8:00AM – 9:15AM PDT

(1h 15m)

PFP2419. A New Way to Visualize Retirement Income Planning

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

8:00AM – 9:15AM PDT

(1h 15m)

PFP2420. Insure or Self-Insure - How to Effectively Price Property and Casualty Coverage For Your Family

Patti Clement

Executive Vice President

HUB International

8:00AM – 9:15AM PDT

(1h 15m)

PRA2413. Unlocking the Power of Non-Accountants in Your Accounting Firm

Keila Hill-Trawick

Founder & CEO

Little Fish Accounting

Carrie Steffen

President/Co-founder

The Whetstone Group

8:00AM – 9:15AM PDT

(1h 15m)

TCH2407. Startup Accelerator: AI — the Great Equalizer

Kacee Johnson

Vice President, Strategy & Innovation

CPA.com

Brendan Roberts

Founder and CEO

Aider

Eyal Shinar

Co-Founder & CEO

Black Ore Technologies, Inc.

Chad Osgood

CEO

Digilence

Lisa Griffith

Time Consultant

Laurel

Kevin Merlini

CEO

Materia AI

Alban Clot

CEO

Supervizor

Ndonga Sagnia

CEO

TimeCredit

8:00AM – 9:15AM PDT

(1h 15m)

TPR2408. The Digital Frontier: Privacy's Role in SOC Reporting

Nancy Cohen

Senior Manager, Data Protection & Privacy

Ernst & Young LLP

9:00 AM

9:00AM – 9:30AM PDT

(30m)

ENG24SD12. ENGAGE Live Studio: AmplifiHER with Sue Coffey

Susan Coffey

Chief Executive Officer - Public Accounting

AICPA & CIMA

Jeannine K Brown

Chief Executive Officer

Everyday Lead

9:30 AM

9:30AM – 10:45AM PDT

(1h 15m)

EDG2409. Help Save the Profession: How to Start a CPA Firm (With Real Numbers!)

Michael Meihaus

Owner

Meihaus CPA, PC

9:30AM – 10:45AM PDT

(1h 15m)

ENG2425. Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset (EST, PFP)

Robert Keebler

Partner

Keebler and Associates, LLP

9:30AM – 10:45AM PDT

(1h 15m)

ENG2426. Business Tax Update (TAX, FIN) | preceded by the Sid Kess Award for Excellence in Continuing Education

Brian Lovett

Partner

Withum

9:30AM – 10:45AM PDT

(1h 15m)

ENG2427. DEBATE: Accounting Judgment vs. Ownership Objectives: Finding the Middle Ground (FIN, EDG)

James Hood

EVP of Business Engagement & Growth

US/AICPA-CIMA

Dan Griffiths

President

Lume Deodorant

Rachael Crump

Chief Accounting Officer

Insight Enterprises

J Bachrach

CFO

Fusion Power

9:30AM – 10:45AM PDT

(1h 15m)

ENG2428. DEI Session: Inclusion and High Performing Teams: A For All Approach to Business Growth and Success | Part 2 (All tracks)

Tracey Walker

Chief Diversity Officer

A&M (Alvarez & Marsal)

9:30AM – 10:45AM PDT

(1h 15m)

EST2411. Pitfalls of Pay on Death Accounts and the Importance of Asset Titling in Estate Planning

Natalie Perry

Partner

Harrison LLP

Rebecca Wallenfelsz

Partner

Chapman and Cutler LLP

9:30AM – 10:45AM PDT

(1h 15m)

EST2412. Unlocking Value: Key Considerations for Gift, Estate, and Charitable Valuations

Laura Hinson

Managing Director

Deloitte

Rick Springer

Managing Director

Deloitte Transactions & Business Analytics LLP

9:30AM – 10:45AM PDT

(1h 15m)

NAA2418. Scaling SAS 145

Elizabeth Gantnier

Partner

FORVIS

Maria Manasses

Partner - Deputy Chief Auditor

Grant Thornton LLP

9:30AM – 10:45AM PDT

(1h 15m)

NAA2419. Analytics Practice Aid for Reviews

Michael Westervelt

Principal - National Assurance, Construction

CLA

Mike Manspeaker

Audit Partner

SEK, CPAs & Advisors

Michael Glynn

Senior Manager - Audit & Attest Standards

AICPA & CIMA

9:30AM – 10:45AM PDT

(1h 15m)

NAA2420. Evaluating Independence under the AICPA Code

Ellen Goria

Associate Director

AICPA & CIMA

Anna Dourdourekas

Partner

Grant Thornton LLP

9:30AM – 10:45AM PDT

(1h 15m)

PFP2421. Editor’s Choice: Optimizing Portfolios - Tailored Multi-Account Management for Success

Thomas Idzorek

Chief Investment Officer, Retirement

morningstar

Stephen Horan

Executive Director

Financial Planning Review

9:30AM – 10:45AM PDT

(1h 15m)

PFP2422. What You Need To Know About Medicare In 2024

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Paula McMillan

Wealth Advisor

Stearns Financial Group

9:30AM – 10:45AM PDT

(1h 15m)

PFP2423. Analyzing Long-term Care Funding Solutions With Multi-state Modeling

Glenn Daily

Co-founder

Tell Us The Odds, LLC

9:30AM – 10:45AM PDT

(1h 15m)

PRA2414. Things I Wish I Knew Before I Hit Professional Burnout

Trina Rozen

Owner

Trina Rozen CPA

9:30AM – 10:45AM PDT

(1h 15m)

PRA2415. Unlocking Success: Mastering your Firm’s Strategy for CAS Practice Transformation

Kim Blascoe

Sr. Director, CAS Professional Services

CPA.com

William Reeb

CEO

Succession Institute, LLC

Kristen Soles

Managing Partner

CohnReznick

9:30AM – 10:45AM PDT

(1h 15m)

TCH2408. The What, Why, and How Guide to Business Impact Assessments

Jeffrey Lemmermann

Sr. Information Assurance Consultant

SynerComm, Inc.

9:30AM – 10:45AM PDT

(1h 15m)

TPR2409. Insiders' Perspective: An Expert Roundtable on SOC Audits and Third-Party Risks

Audrey Katcher

Partner

RubinBrown, LLP

Steven Ursillo

Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity

Cherry Bekaert

Chris Halterman

Managing Director

Ernst & Young LLP

Neha Patel

Partner in charge

Weaver & Tidwell LLP

Angela Appleby

Partner

Plante Moran

10:45 AM

10:45AM – 11:05AM PDT

(20m)

ENG24SD16. ENGAGE Live Studio: Exhibit Hall Tour

Tiffany Robinson

11:00 AM

11:00AM – 12:00PM PDT

(1h)

ENG24TH1. AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks)

Erik Asgeirsson

President & CEO

CPA.com

Susan Coffey

Chief Executive Officer - Public Accounting

AICPA & CIMA

Carla McCall

Managing Partner

AAFCPAs

James Hood

EVP of Business Engagement & Growth

US/AICPA-CIMA

Lisa Simpson

VP - Firm Services

AICPA & CIMA

11:05 AM

11:05AM – 12:20PM PDT

(1h 15m)

EDG2410. Becoming a More Powerful and Effective Delegator

Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

11:05AM – 12:20PM PDT

(1h 15m)

ENG2429. Reading Trust and Will Documents (TAX, EST)

Jenny Smith

Partner

McCollom D'Emilio Smith Uebler LLC

Karly Laughlin

Director

Belfint, Lyons & Shuman, P.A.

11:05AM – 12:20PM PDT

(1h 15m)

ENG2430. Grantor Trust Compliance: More Issues Than You Think (EST, TAX)

Paige Goepfert

Managing Director

Andersen

Carl Fiore

Managing Director

Andersen LLC

11:05AM – 12:20PM PDT

(1h 15m)

ENG2431. Unveiling the Financial Story: FBI Forensic Accountants (FIN, NAA)

Angela Mennitt

Supervisory Forensic Accountant

FBI

John Schmid

Supervisory Forensic Accountant

FBI

11:05AM – 12:20PM PDT

(1h 15m)

ENG2432. Best Practices Around Cyber and Risk Advisory Services (TCH, PRA)

Steven Ursillo

Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity

Cherry Bekaert

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Roman Kepczyk

Director of Firm Technology Strategy

Rightworks

11:05AM – 12:20PM PDT

(1h 15m)

ENG2433. Automated GRC Tools That Drive SOC 2 and Other Framework Examinations (TCH, TPR)

Jeff Cook

Managing Principal - SOC

Fortreum, LLC

Neha Patel

Partner in charge

Weaver & Tidwell LLP

Nicholas Panou

Partner

PricewaterhouseCoopers LLP

11:05AM – 12:20PM PDT

(1h 15m)

ENG2437. DEI Session: LGBTQ+ Belonging: Building a Supportive and Impactful LGBTQ+ ERG/BRG at your organization (All tracks)

Jennifer Harrity

Director of the Center for Sustainability

Sensiba LLP

Kinman Tong

Partner and Inclusion & Diversity Co-Chair

Moss Adams LLP

Crystal Cooke

Director - Diversity & Inclusion

AICPA & CIMA

11:05AM – 12:20PM PDT

(1h 15m)

EST2413. Form 1041 training – types of trusts (grantor, simple, complex), basic trust concepts (TAI, DNI, TTI, IDD), and elections

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

11:05AM – 12:20PM PDT

(1h 15m)

NAA2421. Peer Review Update

James Brackens, Jr.

Vice President of Ethics and Practice Quality

AICPA & CIMA

Michael Fawley

Principal, Assurance Inspections

BDO USA, P.C.

11:05AM – 12:20PM PDT

(1h 15m)

NAA2422. CECL for Non-financial Institutions Considerations - Lessons Learned

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA & CIMA/Barnes, Dennig & Co., Ltd

11:05AM – 12:20PM PDT

(1h 15m)

PFP2424. Passion Assets: Managing Fine Wine & Art Collections

Wendy Battleson

SVP, Private Client Advisor

Bank of America Private Bank

Jonathan Stevenson

Executive Vice President

Cult Wines

11:05AM – 12:20PM PDT

(1h 15m)

PFP2425. Multiply Your Best Clients to Create Exponential Growth

Bill Cates

President

Referral Coach International

11:05AM – 12:20PM PDT

(1h 15m)

PFP2426. Bitcoin: The Investment Everyone Loves to Hate

David Oransky

Founding Principal

Laminar Wealth

11:05AM – 12:20PM PDT

(1h 15m)

PFP2427. Best Practices and Ideas on Risk Management Topics

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

Tamiko Toland

Principal

Toland Consulting

Leonard Wright

Wealth Management Advisor

Northwestern Mutual

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

11:05AM – 12:20PM PDT

(1h 15m)

PRA2416. Transformation for Small Firm Succession

DeAnn Hill

CPA

DEANN AUMAN HILL CPA

11:05AM – 12:20PM PDT

(1h 15m)

TAX2412. Anatomy of a Tax Controversy

Melissa Wiley

Partner

Lowenstein Sandler LLP

11:05AM – 12:20PM PDT

(1h 15m)

TPR2410. Unpacking Common Issues Encountered During SOC Engagements — Insights for Service Organizations

Paul Perry

Member | Security, Risk and Controls Practice Area Leader

Warren Averett LLC

Chris Kradjan

Managing Partner

Moss Adams LLP

Patrick Morin

Principal - Information Systems and Risk Assurance

Baker Newman & Noyes

12:30 PM

12:30PM – 1:20PM PDT

(50m)

ENG24LL06. What is a Professional Apprenticeship in Accounting and Finance anyway? - presented by AICPA & CIMA (FIN) - ONSITE ONLY

Barry Payne

Director - External Relations, Management Accounting

AICPA & CIMA

12:30PM – 1:20PM PDT

(50m)

ENG24LL07. Is Your Firm Hireable? Exploring What CAS Clients Really Want From Their Outsourced Accounting Firm - presented by CPA.com (PRA) - ONSITE ONLY

Speaker data unavailable.

Amy Merletti

Senior Integrated Marketing Manager, CPA.com

CPA.com

12:30PM – 1:20PM PDT

(50m)

ENG24LL09. A Strategic Vision for CPA Personal Financial Planning - presented by AICPA & CIMA (PFP) - ONSITE ONLY

Daniel Snyder

Director - Personal Financial Planning (PA)

AICPA & CIMA

12:30PM – 1:20PM PDT

(50m)

ENG24LL08. Collaboration and Innovation for the Modern Tax Practice - presented by AICPA & CIMA (TAX) - ONSITE ONLY

Speaker data unavailable.

1:00 PM

1:00PM – 1:30PM PDT

(30m)

ENG24SD14. ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak

David Cieslak

EVP, Chief Cloud Officer

RKL eSolutions, LLC

Jim Boomer

CEO

Boomer Consulting, Inc.

1:40 PM

1:40PM – 2:05PM PDT

(25m)

LAB-P-2415. Inside Information for Firms Looking to Sell - presented by Platform (PRA)

Noah Beery

Director of Finance and Corporate Development

Platform Accounting Group

1:40PM – 2:05PM PDT

(25m)

TD2408. Elevate Your Workflows with ShareFile's Next-Gen Innovations - presented by ShareFile (NAA, PRA, TCH, TPR)

Sheeya Gem

Sr Engineering Manager

ShareFile

Libby Rupert

Senior Manager, Enterprise Sales

ShareFile

2:00 PM

2:00PM – 2:30PM PDT

(30m)

ENG24SD15. ENGAGE Live Studio: Speaker Q&A: Inclusion Safety & High Performing Teams (DEI) with Tracey Walker

Tracey Walker

Chief Diversity Officer

A&M (Alvarez & Marsal)

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

2:30 PM

2:30PM – 3:45PM PDT

(1h 15m)

EDG2411. CPA Mission Possible — Adventures and Lessons Learned in the Profession

Jessica Iennarella

Chief Financial Officer

State Bar of Arizona

Alexandria Romero

Director of Finance

City of Pueblo

Jessica McClain

Chief Financial Officer

Girl Scouts Nation's Capital

Christine Stolzenburg

Senior Manager - A&A

FreedMaxick CPAs

Josh Alexander

Partner, Co-Founder

Alexander & Williams, PLLC

2:30PM – 3:45PM PDT

(1h 15m)

ENG2434. Required Minimum Distributions For Inherited IRAs Payable to a Trust (PFP, EST, TAX)

Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

2:30PM – 3:45PM PDT

(1h 15m)

ENG2435. Estate Planning For the 99% (TAX, EST)

Jordon Rosen

Director (Retired)

BLS CPA

Karly Laughlin

Director

Belfint, Lyons & Shuman, P.A.

2:30PM – 3:45PM PDT

(1h 15m)

ENG2436. Risk Management for A&A Practices: What You Can Do Now to Help Defend a Future Malpractice Claim (NAA, PRA)

J Michael Reese

Risk Control Consulting Director

CNA

David Duckwitz

Partner

RubinBrown LLP

2:30PM – 3:45PM PDT

(1h 15m)

ENG2444. DEI Session: Measuring What Matters: Leveraging Assessment Tools for Effective DEI Evaluation (All tracks)

Crystal Cooke

Director - Diversity & Inclusion

AICPA & CIMA

Bill Bradshaw

Director - Inclusion & Diversity

Withum

2:30PM – 3:45PM PDT

(1h 15m)

EST2414. GST Pitfalls: Allocating generation skipping tax exemption and other GST Compliance Issues

Carl Fiore

Managing Director

Andersen LLC

2:30PM – 3:45PM PDT

(1h 15m)

FIN2408. Breaking Barriers Together: The Power of Allyship in Finance

Kristine Lemanski

CFO

AssuredPartners Aerospace

Michael Burns

Director of Controlling

Covestro LLC

Cassandra Sumner

Chief - Forensic Accountant Unit

FBI

Jennifer Reilly

SVP, Head of Strategic Finance Business

Mass Mutual

Roger Kenyanya

VP, Corporate Finance

Lowe's Companies Inc.

2:30PM – 3:45PM PDT

(1h 15m)

FIN2409. GenAI and ChatGPT: Tips and Tricks to Integrate AI Into Your Workflow

Tova Morrison

Funds Controller

HarbourView Equity Partners

Donald Tomoff

Founder, Course Developer, Instructor

Invenio Advisors, BLI

2:30PM – 3:45PM PDT

(1h 15m)

NAA2423. Top Assurance & Accounting Inquiries to the Center for Plain English Accounting

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA & CIMA/Barnes, Dennig & Co., Ltd

Andrew Merryman

Senior Manager

AICPA & CIMA

2:30PM – 3:45PM PDT

(1h 15m)

NAA2424. Understanding IT General Controls

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

2:30PM – 3:45PM PDT

(1h 15m)

PFP2428. Does Crypto Belong in Client Accounts?

Robert Huebscher

Founder

Advisor Perspectives

Matthew Hougan

Chief Investment Officer

Bitwise Asset Management

Allan Roth

Founder

WEALTH LOGIC

2:30PM – 3:45PM PDT

(1h 15m)

PFP2429. The Power of the Coach Approach: Elevating Your Client’s Experience

Andrea Millar

Founder

Andrea Millar Life Planning

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

2:30PM – 3:45PM PDT

(1h 15m)

PFP2430. Life Insurance Planning - Basic and Advanced

Lee Slavutin

Principal

Stern Slavutin 2, Inc.

2:30PM – 3:45PM PDT

(1h 15m)

PRA2417. Accountability in a Remote and Flexible Environment

Renee Moelders

Partner

ConvergenceCoaching®, LLC

2:30PM – 3:45PM PDT

(1h 15m)

TAX2413. Don’t Guess and Make a Mess with QSBS

Justin Miller

Partner and National Director of Wealth Planning

Evercore Wealth Management

Tony Nitti

Partner - National Tax

2:30PM – 3:45PM PDT

(1h 15m)

TCH2409. Creating a Tech Stack — The Art of Digital Transformation

Amy Vetter

CEO

The B3 Method Institute (QuickStart Training)

2:30PM – 3:45PM PDT

(1h 15m)

TCH2410. CITP Impact on the CPA Landscape: Integrating Technology and Information Systems

Jim Gilbert

Managing Principal

Jim Gilbert, CPA LLC

Mathieu Lupien

President / Co-Founder

Simfiny Solutions Inc.

Paul Perry

Member | Security, Risk and Controls Practice Area Leader

Warren Averett LLC

Audrey Katcher

Partner

RubinBrown, LLP

Paul Warrick

Senior Manager - CITP Credential

AICPA & CIMA

2:30PM – 3:45PM PDT

(1h 15m)

TPR2411. Building Excellence: Crafting a Quality Management Program for SOC Practices

Angela Appleby

Partner

Plante Moran

Chris Kradjan

Managing Partner

Moss Adams LLP

3:45 PM

3:45PM – 4:00PM PDT

(15m)

ENG24SD13. ENGAGE Live Studio: Audience Spotlight - Highlights of Community Service Projects, Award Luncheon, etc.

4:00 PM

4:00PM – 5:15PM PDT

(1h 15m)

EDG2412. Effective Strategies for Impactful Mentorship

Kathryn Horton

President

Kathryn K. Horton CPA PA

4:00PM – 5:15PM PDT

(1h 15m)

ENG2438. Rising Stars to NextGen Rainmakers: How to Develop, Reward & Incentivize (PRA, PFP)

Nikki Burgeson

Principal, Director of Sales and Business Development

Rehmann

Cheryl Holland

President

Abacus Planning Group, Inc.

4:00PM – 5:15PM PDT

(1h 15m)

ENG2439. Tax Issues When a Business Owner Dies (EST, TAX, PFP)

Carol Warley

Partner

RSM US LLP

Michael Reeves

Manager

RSM US LLP

4:00PM – 5:15PM PDT

(1h 15m)

ENG2440. Are You Prepared to Prepare the Complex Gift Tax Return? (TAX, EST)

Anthony Vitiello

Partner and Chairman, Tax and Estate Planning Group

Connell Foley LLP

4:00PM – 5:15PM PDT

(1h 15m)

ENG2441. Digital Assets: Where We Are, Where We're Going, and What You Need to Know (TCH, NAA)

Beth Paul

Partner

PricewaterhouseCoopers LLP

Sean Prince

Partner, National Office

Crowe LLP

Ami Beers

Senior Director - Assurance and Advisory Innovation

AICPA & CIMA

4:00PM – 5:15PM PDT

(1h 15m)

EST2415. Speed Round

Mary Kay Foss

CPA

Mary Kay Foss CPA

Stephen Bigge

Partner

Keebler & Associates, LLP

Irene Estrada

Managing Director

PwC

Melissa Wiley

Partner

Lowenstein Sandler LLP

4:00PM – 5:15PM PDT

(1h 15m)

FIN2410. The Path from CFO - What's Next?

Stuart Benton

Chief Financial Officer (CFO)

Reiser

Dan Griffiths

President

Lume Deodorant

Scott Spiegel

COO

AICPA & CIMA

Greg Bedard

Vice President, Enterprise Financial Accounting and Reporting - Finance Audit

MetLife, Inc.

Val Rainey

Private Equity Executive

Private Equity

4:00PM – 5:15PM PDT

(1h 15m)

FIN2411. Confessions of an EQ-Challenged Finance Leader

Kristine Lemanski

CFO

AssuredPartners Aerospace

4:00PM – 5:15PM PDT

(1h 15m)

NAA2425. Fireside Chat

James Brackens, Jr.

Vice President of Ethics and Practice Quality

AICPA & CIMA

Michael Westervelt

Principal - National Assurance, Construction

CLA

Sara Lord

Chief Auditor

RSM US LLP

Mike Cheng

Partner

Frazier & Deeter

4:00PM – 5:15PM PDT

(1h 15m)

NAA2426. The Modern Audit: Enhancing Audit Efficiency and the Client Experience

Emily Remington

Director, Audit Product Management

CPA.com

Matthew Walsh

Partner

Withum

4:00PM – 5:15PM PDT

(1h 15m)

PFP2432. Sunset Multi-Year Income Tax Planning

Robert Keebler

Partner

Keebler and Associates, LLP

4:00PM – 5:15PM PDT

(1h 15m)

PFP2433. A Random Walk Towards More Efficient (Retirement) Portfolios

David Blanchett

Head of Retirement Research

PGIM

4:00PM – 5:15PM PDT

(1h 15m)

PRA2418. Small Firm Roundtables hosted by PCPS - ONSITE ONLY

Orume Hays

Founder & CEO

Hays CPA

Carl Peterson

VP - Small Firm Interests

AICPA & CIMA

Lindsey Curley

Senior Manager, Firm Services - Public Accounting

AICPA & CIMA

Nicole Davis

Founder and Chief Hello Officer

Butler-Davis

Matthew Wilson

Partner

Wilson Ivanova Certified Public Accountants Inc.

Amber Goering

CEO

Goering and Granatino

4:00PM – 5:15PM PDT

(1h 15m)

TCH2411. AI Effectiveness: Is it all Wizardry and Alchemy?

Anirudh Nadkarni

Senior Manager - Analytics

Wipfli LLP

Zachary Charnecki

Partner, Innovation and Transformation

Wipfli LLP

4:00PM – 5:15PM PDT

(1h 15m)

TPR2412. The Rise of AI: The Integration of AI In Third Party Risk Audits

Chris Halterman

Managing Director

Ernst & Young LLP

Carrie Kostelec

Lead Manager - SOC & Related Services

AICPA & CIMA

Thursday, June 6, 2024

7:45 AM

7:45AM – 8:00AM PDT

(15m)

ENG24SD17. ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

Greg Bedard

Vice President, Enterprise Financial Accounting and Reporting - Finance Audit

MetLife, Inc.

Jim Boomer

CEO

Boomer Consulting, Inc.

Michael Brand

Member

BMSS, LLC

Martin Finn

Partner

Lavelle and Finn, LLP

8:00 AM

8:00AM – 9:15AM PDT

(1h 15m)

ENG24K05. ENGAGE Keynote | Geopolitics and the Future of the Global Order

Ian Bremmer

President & Founder

Eurasia Group and GZERO Media

9:15 AM

9:15AM – 9:30AM PDT

(15m)

ENG24SD18. ENGAGE Live Studio: Success Stories - Meet Carla and Kimberly - from Forbes 2024 America's Top CPAs List

Carla McCall

Managing Partner

AAFCPAs

Kimberly Ellison-Taylor

CEO

KET Solutions LLC

Michael Brand

Member

BMSS, LLC

9:30 AM

9:30AM – 10:45AM PDT

(1h 15m)

ENG2442. Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP)

Jaclyn Badeau

President

Badeau Consulting, LLC

Cheryl Holland

President

Abacus Planning Group, Inc.

9:30AM – 10:45AM PDT

(1h 15m)

ENG2443. Accounting Across Ages: Wisdom, Innovation, and the Quest for Work-Life Balance (FIN, EDG)

Tova Morrison

Funds Controller

HarbourView Equity Partners

Christine Stolzenburg

Senior Manager - A&A

FreedMaxick CPAs

Troy Emory

Owner

TD Emory, CPA & Associates

Kay Rodrigo

Director of Accounting / Controller

B K Miller Company Inc

9:30AM – 10:45AM PDT

(1h 15m)

EST2416. A View from the Front Lines – Current Issues in Estate Tax Audits and Litigation

John Porter

Partner

Baker Botts LLP

9:30AM – 10:45AM PDT

(1h 15m)

EST2417. Real Estate Taxation Affecting Estates, Gifts, and Trusts

Michael Haas

President

Haas and Dawe, An Accountancy Corporation

9:30AM – 10:45AM PDT

(1h 15m)

EST2418. Here Comes the Freeze: How a Changing Interest Rate Environment Affects GRATs, QPRTs, Installment Sales and Other Gift Planning Techniques

William Sanderson

Attorney

McGuireWoods LLP

9:30AM – 10:45AM PDT

(1h 15m)

FIN2412. What is Transformation Anyway? And How do you Transform Mindset and Skills?

Rachael Crump

Chief Accounting Officer

Insight Enterprises

9:30AM – 10:45AM PDT

(1h 15m)

NAA2427. FASB Update

Susan Cosper

Board Member

Financial Accounting Standards Board

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

9:30AM – 10:45AM PDT

(1h 15m)

PFP2434. Editor’s Choice: The Perils of Advising an Older Accredited Investor

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

Stephen Horan

Executive Director

Financial Planning Review

9:30AM – 10:45AM PDT

(1h 15m)

PFP2435. Applying Behavioral Finance In Your Financial Planning Practice

Michael Kitces

Chief Financial Planning Nerd

Nerd's Eye View

9:30AM – 10:45AM PDT

(1h 15m)

PFP2436. What to do When Your Insurance Company says "No"

Jimmy Williams

CEO and Senior Wealth Advisor

Compass Capital Management, LLC

Leonard Wright

Wealth Management Advisor

Northwestern Mutual

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.®

James Roberts

Attorney at Law/President

Law Office of James F. Roberts & Associates, APC

9:30AM – 10:45AM PDT

(1h 15m)

PRA2419. Offshoring Lessons Learned

Kane Polakoff

Principal, Client Advisory Services Practice Leader

CohnReznick

Zunie Nguyen

Founder & CEO

Yogi CPA

Terrell Turner

Managing Partner

TLTurner Group

9:30AM – 10:45AM PDT

(1h 15m)

TAX2415. Hot S-Corp Issues

Tony Nitti

Partner - National Tax

9:30AM – 10:45AM PDT

(1h 15m)

TAX2416. Advanced Education Planning: From 529 Plans to Student Loan Forgiveness

Ross Riskin

Chief Learning Officer

Investments & Wealth Institute

9:30AM – 10:45AM PDT

(1h 15m)

TAX2417. It's All Foreign to Me - International Tax Reporting and Disclosures

Stephanie Chapman

Director, International Services

Belfint, Lyons & Shuman, P.A.

9:30AM – 10:45AM PDT

(1h 15m)

TCH2412. Profit in Precision: The Direct Link Between Data Governance and Value Creation

Danny Green

Director

CrossCountry Consulting

9:30AM – 10:45AM PDT

(1h 15m)

TCH2413. The Evolving Role of the CIO/CTO — A Panel Discussion

Amanda Wilkie

Consultant

Boomer Consulting, Inc.

Byron Patrick

VP, Client Success

B3 Method Institute

Jeremy Schroeder

Principal - Technology Leader

Pinion

Bob Fink

CIO, Shareholder

Honkamp, P.C.

9:30AM – 10:45AM PDT

(1h 15m)

TPR2413. Beyond the Checklist: Real-world Findings and Lessons from SOC Audits — Insights for Practitioners (SOCcer players)

Sean Linton

Partner

EisnerAmper, LLP

Audrey Katcher

Partner

RubinBrown, LLP

10:45 AM

10:45AM – 11:00AM PDT

(15m)

ENG24SD19. ENGAGE Live Studio: Keynote Speaker Interview with Ian Bremmer

Ian Bremmer

President & Founder

Eurasia Group and GZERO Media

Martin Finn

Partner

Lavelle and Finn, LLP

11:05 AM

11:05AM – 12:20PM PDT

(1h 15m)

EDG2413. Style Shakeup: Leaders Unplugged

Kathryn Horton

President

Kathryn K. Horton CPA PA

Alexandria Romero

Director of Finance

City of Pueblo

Jaclyn Badeau

President

Badeau Consulting, LLC

11:05AM – 12:20PM PDT

(1h 15m)

ENG2445. Navigating the Balance: Prioritizing Mental Wellness for Financial Professionals (PFP, PRA, EDG, FIN)

Andrea Millar

Founder

Andrea Millar Life Planning

11:05AM – 12:20PM PDT

(1h 15m)

ENG2446. Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST)

Justin Miller

Partner and National Director of Wealth Planning

Evercore Wealth Management

11:05AM – 12:20PM PDT

(1h 15m)

EST2419. Putting It On & Taking It Off (Planning with No, Low, and “Negative” Basis Assets)

Paul Lee

Chief Tax Strategist

Northern Trust Company

11:05AM – 12:20PM PDT

(1h 15m)

EST2420. Estate Planning for a Non-Citizen

David Mohel

Principal

PricewaterhouseCoopers

11:05AM – 12:20PM PDT

(1h 15m)

NAA2428. Scaling GAAS to Every Audit

Michael Brand

Member

BMSS, LLC

Mike Manspeaker

Audit Partner

SEK, CPAs & Advisors

11:05AM – 12:20PM PDT

(1h 15m)

NAA2429. PCC Forum

Katina Curtis

Partner

Grant Thornton

Jere Shawver

Chief Executive Officer

Baker Tilly US, LLP

David Hoagland

Executive Vice President

U. S. Bank

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

James Kroeker

Vice Chairman

Financial Accounting Standards Board (FASB)

Mike Cheng

Partner

Frazier & Deeter

11:05AM – 12:20PM PDT

(1h 15m)

PFP2437. Mapping the Private Roads: Understanding and Investing in Private Market Strategies

Daniel Murphy

Managing Director

Goldman Sachs

Juliana Hadas

Vice President

Goldman Sachs

11:05AM – 12:20PM PDT

(1h 15m)

PFP2438. Retirement Best Ideas Panel

Michael Kitces

Chief Financial Planning Nerd

Nerd's Eye View

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

David Blanchett

Head of Retirement Research

PGIM

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

11:05AM – 12:20PM PDT

(1h 15m)

PRA2420. Tax Season Debrief: Jetsons Style

Matthew Wilson

Partner

Wilson Ivanova Certified Public Accountants Inc.

Nicole Davis

Founder and Chief Hello Officer

Butler-Davis

Chet Buchman

Managing Partner

Swindoll, Janzen, Hawk & Loyd, LLC

11:05AM – 12:20PM PDT

(1h 15m)

TAX2418. AICPA Advocacy Update on Individual Tax Matters

Annette Nellen

Professor, MST Program Director

San Jose State University

Amie Kuntz

National Tax Partner

RubinBrown LLP

11:05AM – 12:20PM PDT

(1h 15m)

TAX2419. R&D Tax Credit Introduction: HUGE Cash Savings for Taxpayers

Tyler Collins

Partner

Withum

11:05AM – 12:20PM PDT

(1h 15m)

TCH2414. What's In My Bag?

Marc Staut

Chief Innovation & Technology Officer

Boomer Consulting, Inc

11:05AM – 12:20PM PDT

(1h 15m)

TCH2415. Using Advanced Data Analytic and Automation Techniques to Supercharge Your Risk Insights, Efficiencies, and Assurance Coverage

Jason Mathews

Executive Director - Internal Audit Data Analytics & Innovation

Morgan Stanley

Peter Stoyas

Head of Data Analytics & Innovation - Internal Audit

Morgan Stanley

11:05AM – 12:20PM PDT

(1h 15m)

TPR2414. Unlocking Potential: Strategies to Extract Maximum Value from SOC Reports

Sean Linton

Partner

EisnerAmper, LLP

Steven Ursillo

Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity

Cherry Bekaert

12:50 PM

12:50PM – 1:15PM PDT

(25m)

ENG24SD20. ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar

Andrea Millar

Founder

Andrea Millar Life Planning

Martin Finn

Partner

Lavelle and Finn, LLP

1:15 PM

1:15PM – 2:30PM PDT

(1h 15m)

EDG2414. Emotional Intelligence for Accountants: Navigating Emotions in the Workplace

Amber Setter

Chief Enlightenment Officer

Conscious Public Accountants

1:15PM – 2:30PM PDT

(1h 15m)

ENG2447. National Taxpayer Advocate Update (EST, TAX)

Erin Collins

IRS

1:15PM – 2:30PM PDT

(1h 15m)

ENG2448. Decoding 402: Insights from SAS 145 Understanding User Auditor Needs (TPR, NAA)

Chris Halterman

Managing Director

Ernst & Young LLP

Patrick Morin

Principal - Information Systems and Risk Assurance

Baker Newman & Noyes

1:15PM – 2:30PM PDT

(1h 15m)

ENG2449. Cyber Chat with Federal Law Enforcement (TCH, FIN)

Paul Perry

Member | Security, Risk and Controls Practice Area Leader

Warren Averett LLC

Robert Bohls

Section Chief, Cyber Operations Support

FBI

1:15PM – 2:30PM PDT

(1h 15m)

NAA2430. Change Management: Preserving What Has Been Built While Staying Relevant

Jessie Kanter

Partner-in-Charge of Methodology & Innovations

Citrin Cooperman

Ericka Racca

Director, Audit Professional Services

CPA.com

1:15PM – 2:30PM PDT

(1h 15m)

PFP2439. Investment Best Ideas Panel

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

David Frisch

President

Frisch Financial Group, Inc.

Daniel Murphy

Managing Director

Goldman Sachs

1:15PM – 2:30PM PDT

(1h 15m)

PFP2440. Reviewing Trusts with a PFP/TAX Mindset

Steven Siegel

President

The Siegel Group

1:15PM – 2:30PM PDT

(1h 15m)

PRA2421. Elevating Your Client Experience - Creating a WOW Factor for Clients

Barbara Richardson

CPA

SpringWell Financial Solutions

Twyla Verhelst

Head of Accounting Partnerships

Mercury

2:45 PM

2:45PM – 4:00PM PDT

(1h 15m)

ENG2450. Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP)

Martin Finn

Partner

Lavelle and Finn, LLP

Jimmy Williams

CEO and Senior Wealth Advisor

Compass Capital Management, LLC

Paige Goepfert

Managing Director

Andersen

Daniel Moore

Owner

D.T. Moore & Company

2:45PM – 4:00PM PDT

(1h 15m)

ENG2451. The Data-Driven Landscape: Mastering BI and Analytics with Industry Leaders (TCH, FIN)

Jim Gilbert

Managing Principal

Jim Gilbert, CPA LLC

David Konigsberg

Director of Information Technology

NEI Electric Power Engineering Inc.

2:45PM – 4:00PM PDT

(1h 15m)

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NAA2431. Commercial Real Estate: Navigating Today’s Market

Daniel O'Connor

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PRA2422. Beyond the Book: Partner Compensation Models for Tomorrow’s CPA Firm

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