Saturday, June 4, 2022
12:30 PM – 2:35 PM PDT
PFP22101A1. PFP Business Models: True Stories from Successful CPAs - Part I
Susan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMichael Goodman
- President | Wealthstream Advisors, Inc.Dirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLearning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
2:50 PM – 3:40 PM PDT
PFP22101A2. PFP Business Models: True Stories from Successful CPAs - Part II
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMichael Goodman
- President | Wealthstream Advisors, Inc.Dirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLearning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
3:00 PM – 4:15 PM PDT
PFS22101. PFS Live! Workshop: PFP Body of Knowledge Overview
Daniel Snyder
- Director - Personal Financial Planning (PA) | Association of International Certified Professional AccountantsThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.Learning Objectives:
- Apply concepts from the PFP Body of Knowledge to solve the case studies.
- Determine which types of financial plans will best suit the fact patterns of each case.
3:45 PM – 5:50 PM PDT
PFP22101A3. Regulatory and Compliance Issues
Erik Ordal
- President | Guardian Wealth Advisors, LLCEllen Bruno
- President | Compliance Advisor Professionals,LLCDirk Edwards
- Partner | Edwards Bradley PCLearning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
4:45 PM – 6:00 PM PDT
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 AccountantsThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.Learning Objectives:
- Apply concepts from the PFP Body of Knowledge to solve the case studies.
- Determine which types of financial plans will best suit the fact patterns of each case.
Sunday, June 5, 2022
8:00 AM – 9:15 AM PDT
PFP22101B1. How to Secure, Price, and Structure the PFP Engagement
Susan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.Learning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
9:20 AM – 10:45 AM PDT
PFP22101B2. Technology Topics for PFP
Joel Bruckenstein
- President | Technology Tools for Today (T3)To submit a question or participate in polling, click the link above. Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.) Major industry trends Emerging technologies
Learning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
9:30 AM – 10:45 AM PDT
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 AccountantsThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.Learning Objectives:
- Apply concepts from the PFP Body of Knowledge to solve the case studies.
- Determine which types of financial plans will best suit the fact patterns of each case.
11:00 AM – 12:00 PM PDT
PFP22101B3. Business Model Roundtables
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMichael Goodman
- President | Wealthstream Advisors, Inc.Dirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLearning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
11:00 AM – 12:15 PM PDT
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 AccountantsThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.Learning Objectives:
- Apply concepts from the PFP Body of Knowledge to solve the case studies.
- Determine which types of financial plans will best suit the fact patterns of each case.
1:00 PM – 1:50 PM PDT
PFP22101B4. Where are They Now?
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupMark Astrinos
- Principal & Founder | Libra WealthLearning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
1:00 PM – 2:40 PM PDT
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 AccountantsThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.Learning Objectives:
- Apply concepts from the PFP Body of Knowledge to solve the case studies.
- Determine which types of financial plans will best suit the fact patterns of each case.
1:55 PM – 3:30 PM PDT
PFP22101B5. Effectively Communicating with Your Clients
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMichael Goodman
- President | Wealthstream Advisors, Inc.Dirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLearning Objectives:
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
2:00 PM – 4:00 PM PDT
AICPA & CIMA Give Back - Community Service Activity (Onsite Only)
3:00 PM – 4:40 PM PDT
PFS22106. PFS Experienced Assessment (Proctored Assessment of 100 minutes)
Learning Objectives:
- Apply concepts from the PFP Body of Knowledge to solve the case studies.
- Determine which types of financial plans will best suit the fact patterns of each case.
3:45 PM – 4:55 PM PDT
PFP22101B6. Next Steps: Practical Advice from the Panel and Q&A
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMichael Goodman
- President | Wealthstream Advisors, Inc.Dirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLearning Objectives:
- Recognize the future of services to individuals
- Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
- Recall tips to effectively communicate with clients
- Identify compliance, technology and practice management considerations
- Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
4:00 PM – 5:00 PM PDT
ENGAGE - How it works (Onsite Only)
4:00 PM – 7:00 PM PDT
Monday, June 6, 2022
7:00 AM – 8:00 AM PDT
7:00 AM – 6:30 PM PDT
7:45 AM – 8:00 AM PDT
ENGAGE Morning Studio
Join us daily as our host Jill Schlesinger talks about what you can expect at the ENGAGE 2022 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the Studio out to enhance your experience as a virtual attendee!
8:00 AM – 9:15 AM PDT
ENGK2201. Welcome & Keynote Presentation: A Conversation with Coach K – Leading Through Challenges & Adapting to Changes
Mike Krzyzewski
- Head Men's Basketball Coach | Duke UniversityJill Schlesinger
- Business Analyst | CBS NewsLearning Objectives:
- Identify guidelines on reaching for and achieving success
- Recognize methods to instill motivation and confidence in teams.
9:30 AM – 10:45 AM PDT
ENG22ACCEL. Investing in Innovation, Emerging Trends in FinTech & ESG Solutions
Kacee Johnson
- Vice President, Strategy & Innovation | CPA.comLearning Objectives:
- Identify trends in FinTech and ESG that are impacting the profession and your role.
- Recall insights from the front lines about designing new tech for business & finance.
- Compare the startups that are members of the 5th cohort of the Association and CPA.com Startup Accelerator.
- Analyze how you can leverage emerging technologies to be ahead of the mass adoption curve.
9:30 AM – 10:45 AM PDT
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 LLPLearning Objectives:
- Analyze how changes to the law impact how clients should think about their estate plans.
- Assess estate planning techniques that they can use to reduce estate, gift and generation-skipping taxes.
9:30 AM – 10:45 AM PDT
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 AccountantsLearning Objectives:
- Assess the trends in the environment that are impacting assurance practice
- Identify impact on quality
- Analyze insights into developments that will affect practice in the near future
- Compare new assurance opportunities
9:30 AM – 10:45 AM PDT
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 ManagementLearning Objectives:
- Recall what is happening in the global economy
- Recognize what the macroeconomic backdrop means for capital markets
10:45 AM – 11:15 AM PDT
11:15 AM – 12:05 PM PDT
DCPA2202. Featuring Finance and FinTech in your Client Advisory Practice
Jeremiah LaRue
- Product Marketing Manager | CPA.comCharles Groome
- VP of Marketing | Biz2CreditTo submit a question or participate in polling, click the link above. The CPA profession played a critical role in helping small businesses acquire funding during the pandemic. This role naturally led to CPAs providing their clients with business advice. In turn, the opportunity for deeper client advisory services through business financing was revealed. In this session, leading voices will share how practitioners are expanding their client advisory services by providing financing assistance. You'll hear exactly what steps firms are taking to feature finance and FinTech as part of their CAS offering.
Learning Objectives:
- Recognize current financial trends that position CPA firms as trusted financing advisors
- Distinguish how other CPA firms are effectively and efficiently providing client value through financing
- Select effective approaches to pricing and positioning of financing advisory services
- Identify opportunities to save your clients time and money by using an integrated FinTech ecosystem
11:15 AM – 12:05 PM PDT
EST2202. Community Property Basics for Accountants and other Planners
Jody Bryson
- Counsel | Perkins Coie LLPPaula Goodwin
- Partner | Perkins Coie LLPLearning Objectives:
- Identify what is community vs separate property and why is it important to know these terms.
- Recognize how the character of property is different but sometimes the same as the title of the property.
- Recognize that the analysis for what is community property vs separate and its’ impact can be similar but not necessarily the same in different states and in the case of death, divorce and tax reporting. The type of asset or income can also impact this analysis.
- Identify that the time that property is acquired, the source of funds or credit and titling often determine whether property is community or separate property - all of which can usually be overridden by agreement.
11:15 AM – 12:05 PM PDT
EST2203. IRAs at Death & Beyond: Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act
Robert Keebler
- Partner | Keebler and Associates, LLPLearning Objectives:
- Identify new estate planning best practices for IRAs
- Recognize the source of the changes and the mathematics of the options.
11:15 AM – 12:05 PM PDT
NAA2202. Top Technical Hotline Accounting, Auditing, Compilation, Reviews FAQs
Kristy Illuzzi
- Principal | IFACLearning Objectives:
- Distinguish what new areas of US GAAP practitioners are struggling with
- Recall some common issues that continue to come up related to audit and assurance engagements
- Indicate some of the more common questions related to compilation and review engagements
11:15 AM – 12:05 PM PDT
NAA2203. Remote Audit - Impact for the Future
Sara Lord
- Chief Auditor | RSM US LLPJim Brackens, Jr.
- Vice President of Ethics and Practice Quality | AICPALearning Objectives:
- Recognize key differences between conducting audits onsite and remotely
- Indicate how auditing remotely affects audit planning
- Determine the best practices for addressing high risk audit areas when auditing remotely
11:15 AM – 12:05 PM PDT
NAA2204. Ethics Update - A Peek at PEEC
Lisa Snyder
- Nat'l Managing Partner - Independence | BDOToni Lee-Andrews
- Director - Professional Ethics | AICPALearning Objectives:
- Identify recent changes to the Code of Professional Conduct
- Assess current and planned activities of the Professional Ethics Executive Committee
- Analyze new SEC independence rules
11:15 AM – 12:05 PM PDT
PFP2202. Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts
Thomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.Learning Objectives:
- Evaluate the benefits of a hybrid long-term care insurance contract
- Recognize a long-term care event as part of a personal financial plan
- Assess the applicability of long-term care insurance as a personal financial planning recommendation
11:15 AM – 12:05 PM PDT
PFP2203. Succession Planning Case Studies
Steven Siegel
- President | The Siegel GroupLearning Objectives:
- Identify the challenges to be faced when advising clients about business succession planning.
- Recognize the tax planning solutions to freeze future appreciation of the business and provide needed liquidity for tax payments.
- Recall specific concerns that members of different professions and businesses face in transferring a business interest.
11:15 AM – 12:05 PM PDT
PFP2204. 2022 Strategic and Tactical Themes
Robert Montella
- Senior Strategist | Goldman SachsLearning Objectives:
- Analyze and be able to articulate the forward-looking trends in our industry
- Identify immediately implementable steps to build initial momentum
12:05 PM – 12:30 PM PDT
Live Interview in the ENGAGE Studio with Kimberly Ellison Taylor
To submit a question or participate in polling, click the link above. Join Jill Schlesinger as she interviews Kimberly Ellison Taylor in the ENGAGE Live Studio.
12:05 PM – 1:30 PM PDT
12:05 PM – 1:30 PM PDT
PFP Forum Lunch
Theodore Sarenski
- Wealth Adviser | Sage View Advisory Group12:05 PM – 1:30 PM PDT
12:30 PM – 1:30 PM PDT
Virtual Jeopardy
1:30 PM – 2:45 PM PDT
DCPA2201. CAS Workflow and a Continuous Close, Not Just a Myth
Dixie McCurley
- Principal, Digital Advisory, Client Accounting Services Leader | Cherry Bekaert LLPTo submit a question or participate in polling, click the link above. Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips. With automation and new timing techniques of CAS, there's an opportunity to move into a continuous close cycle, not just end of month or end of year.
Learning Objectives:
- Identify the steps of workflow automation from the inbox to the dashboard.
- Formulate daily, weekly, and monthly workflows to support a continuous close cycle.
1:30 PM – 2:45 PM PDT
ENG2202. How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)
Rebecca (Becky) Sproul
- Partner | KPMGAlfred Ko
- Partner | RSM US LLPKen Bouyer
- Americas DEI Recruiting Leader | EYKimberly Ellison-Taylor
- ASEC Member and CEO | KET Solutions, LLCLearning Objectives:
- Formulate ideas for how to increase workforce retention.
- Recognize tactics on how to improve current recruiting practices to build a more diverse pipeline.
- Identify strategies for creating an equitable and inclusive workforce.
1:30 PM – 2:45 PM PDT
EST2204. Legislation and Regulation Updates
Robert Keebler
- Partner | Keebler and Associates, LLPLearning Objectives:
- Analyze proposed or actual changes to the tax code as it relates to wealthy individuals.
- Apply planning strategies to help clients navigate these changes.
1:30 PM – 2:45 PM PDT
NAA2205. ARSC & ASB Update
Denny Ard
- Partner | Dixon Hughes Goodman LLPJennifer Burns
- Chief Auditor | AICPALearning Objectives:
- Apply new auditing, attestation, SSARSs and quality management standards in their engagements.
- Identify current projects to keep attendees apprised of their status and facilitate their participation in the stakeholder feedback process.
1:30 PM – 2:45 PM PDT
PFP2206. Ideate, Create and Elevate: Systematizing Your Practice
Jimmy Williams
- President and Founder | Compass Capital Management, LLCLearning Objectives:
- Formulate perspective on establishing systems in your practice that will elevate your value to the marketplace while enjoying outstanding growth in your business.
- Recognize why it is critical for you to systematize your business so that you can focus on value creation for your clients.
- Identify how to determine which systems are critical to the overall operations of your practice and why you must implement them to succeed.
1:30 PM – 2:45 PM PDT
PFP2207. How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice
Matthew Dattilo
- Partner, Managing Director | Altera InvestmentsLearning Objectives:
- Differentiate the myths/misconceptions commonly associate with private alternatives
- Distinguish the risks, and pros/cons of incorporating private investments into your portfolio, including risk return parameters for various subclasses
- Apply a broad understanding of various private assets classes available to them (and how to access them)
- Identify changes that have been made in recent years to make private alts more accessible to financial
1:30 PM – 2:45 PM PDT
PFP2221. Estate Planning Themes For 2022 and Beyond
Jeffrey Levine
- Lead Financial Planning Nerd | Kitces.comTo submit a question or participate in polling, click the link above.
In recent years, the need for “traditional” estate tax planning has dramatically decreased. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. This session will explore three key estate planning themes advisors can focus on for success in 2022 and beyond.
Attendees will analyze the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption, where for more than 99% of families, the primary focus has shifted away from estate tax minimization, and towards basis management and income tax planning. Advisors will also gain a deeper understanding of how today’s rising interest rates impact estate planning for the “lucky” few families who still must contend with the Federal estate tax. Finally, the program will explore how the rise of the digital world has created a new and largely unaddressed wrinkle in estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.
Learning Objectives:
- Recognize how rising interest rates impact various estate planning strategies
- Recall opportunities to maximize the step-up in basis and minimize ‘lost’ losses
- Identify clients’ financial AND non-financial digital assets
- Determine a plan for addressing digital assets within a clients overall estate plan
3:00 PM – 4:15 PM PDT
ENG2204. From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)
Wynde Jones
- Owner | The Jones AgencyNick Moore
- Senior Manager, LGBTQ+ Initiatives Committee Co-Chair | Grant Thornton LLPOzoemena Nnamadim
- Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair | Deloitte & Touche LLPLearning Objectives:
- Interpret the difference between being idle, being an ally, and an active advocate for the LGBTQ+ community.
- Recognize new behaviors to be more inclusive of the LGBTQ+ community.
- Identify what AICPA is doing in the LGBTQ+ space to support individual and organizational efforts.
3:00 PM – 4:15 PM PDT
EST2205. Inbound Tax Planning
Scott Bowman
- Partner | McDermott Will & Emery LLPIrene Estrada
- Managing Director | PwCLearning Objectives:
- Evaluate the income and transfer tax ramifications of a non-US person owning US assets
- Determine how to leave assets to US beneficiaries in a tax efficient manner
- Identify how to structure ownership of US assets in a tax efficient manner
3:00 PM – 4:15 PM PDT
EST2206. The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond
Carrie Harrington
- Partner/Department Chair | Levenfeld Pearlstein, LLCCAROL HARRINGTON
- Senior Counsel | McDermott Will & Emery LLPLearning Objectives:
- Recognize how to allocate GST exemption and elect out of automatic allocation
- Evaluate how to fix past mistakes regarding GST exemption allocations
3:00 PM – 4:15 PM PDT
NAA2206. The New Risk Assessment Standard and Audit Guide - Implementation at Smaller Firms
Elizabeth Gantnier
- Partner | DHGThomas Groskopf
- Technical Director - Center for Plain English Accounting | AICPA/Barnes, Dennig & Co., LtdCharles Landes
- Distinguished Fellow- Center for Plain English Accounting | AICPA, retiredLearning Objectives:
- Identify a deeper comprehension of the requirements of SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement.
- Recognize how auditors can adapt SAS 145 and the risk assessment professional literature to typical smaller-firm engagements.
- Indicate the most common challenges auditors encounter with respect to the risk assessment professional literature.
3:00 PM – 4:15 PM PDT
NAA2207. Single Audit Update
Kim McCormick
- Partner, Audit Services | Grant ThorntonLearning Objectives:
- Assess the impact of COVID-19 funding on single audits
- Identify the nuances of the latest OMB Compliance Supplement
3:00 PM – 4:15 PM PDT
PFP2208. What To Do When a Strategy Performs Poorly
Kevin Grogan
- Managing Director, Investment Strategy | Buckingham Wealth PartnersLearning Objectives:
- Recall the dangers of "resulting", or judging a strategy's quality by the outcome without considering what alternative universes might have shown up.
- Recognize the importance of avoiding the mistakes of recency bias and relativism.
- Identify what is required for a prudent investment strategy based on evidence, not opinions.
3:00 PM – 4:15 PM PDT
PFP2209. Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients
Joseph Abraham
- Data Specialist | Truepoint Wealth CounselClaire Gallant
- Managing Advisor | CommasLearning Objectives:
- Use no- or low- code tools to create DIY automations.
- Apply automated client tracking and insights to help you deliver an exceptional client experience at scale.
3:00 PM – 4:15 PM PDT
PFP2210. Guaranteed Income: The Forgotten Household Asset
David Blanchett
- Head of Retirement Research | PGIMLearning Objectives:
- Analyze how to evaluate the benefit of “guaranteed income” and why the probability of success is the wrong metric to assess its value
- Distinguish how guaranteed income should be considered as part of a balance sheet and statement of cash flows
- Assess the impact of guaranteed income on optimal spending strategies, including a review of how it is a more valuable asset than a traditional portfolio, especially in today’s environment
4:00 PM – 7:00 PM PDT
4:30 PM – 4:55 PM PDT
ENG22EL3. Education Lab #2 (4:30pm) - The AI Revolution and its Impact on Accounting, presented by Botkeeper
Enrico Palmerino
- CEO and Founder | BotkeeperTo submit a question or participate in polling, click the link above. The Industrial Revolution forever changed the world in a matter of 60 years. Today, we are going through a second great revolution, The AI Revolution, which will take shape in a fraction of the time and its impact will be exponentially greater. Shortages in human capital are accelerating the revolution and transforming professional services as we know them today.
Learning Objectives:
- Recognize how to position yourself and your firm for an AI enabled future
- Determine how AI and labor shortages require us to re-imagine traditional org structures, service offerings, and pricing
4:30 PM – 4:55 PM PDT
ENG22TD2. Tech Demo (T 4:30) All in One vs. Best in Breed - Demonstration, presented by Advyzon
Matt Braatz
- Senior Vice President | AdvyzonTo submit a question or participate in polling, click the link above. Learn how a fully integrated technology platform containing all the necessary capabilities to run an advisory practice can save you time, allow you to scale efficiently and ultimately save you money!
5:05 PM – 5:30 PM PDT
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 | TrullionTo submit a question or participate in polling, click the link above. In this session, Isaac Heller (CEO & Co-founder, Trullion) will give a brief overview of emerging standards (ASC 842, 606, ESG) and highlight how they can create an incredible amount of transparency for the accounting industry, while at the same time, an incredible amount of pressure. We will zoom into the broad-stroke impact of these standards on both a company and corresponding auditor. We then dig further into technology as a “bridge” between the 2 stakeholders. We highlight how in some cases, technology may not be scalable at this stage (ex. ESG) while in other scenarios, technologies - and even AI - can accelerate industry professionals.
Learning Objectives:
- Analyze an ESG Overview, Implementation Dates & Use Cases for Technology
- Identify ASC 842 & 606 Refresher, Implementation Dates & Use Cases for Technology
5:05 PM – 5:30 PM PDT
ENG22TD4. Tech Demo #2 (5:05pm) - Creating a Customer First Client Experience for Engagements, presented by Auvenir
Tara Walker
- Sales Director | AuvenirEric Barsky
- Senior Product Manager | Auvenir5:40 PM – 6:05 PM PDT
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 BankDaniel Snyder
- Director - Personal Financial Planning (PA) | Association of International Certified Professional AccountantsTo submit a question or participate in polling, click the link above.
Learning Objectives:
- Identify the requirements of the PFS Experienced Pathway
- Recognize the benefits of the PFS credential in a CPA practice
5:40 PM – 6:05 PM PDT
ENG22TD6. Tech Demo (5:40pm) - Simplify Management of Your IT without Sacrificing Security, presented by Dell
Justin May
- Field Marketing Manager | DellTo submit a question or participate in polling, click the link above. In this presentation I will review the common methods customer's utilize servers, and some of the risks associated with these deployments. I will then discuss some of the considerations when considering the best solution for your business, and present on our Azure HCI solution and how it can be of benefit to your business to help you be successful.
6:15 PM – 6:40 PM PDT
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 KluwerTo submit a question or participate in polling, click the link above. When you leverage Audit Data Analytics (ADA) correctly, the insights you can provide your clients come from teamwork, speed, history, probabilities, consequences and trust – just like how Superheroes save the world! Considering the ever-evolving AICPA standards and stricter guidelines that now require data analytics as part of every audit, it is critical that auditors have an easy-to-use yet robust ADA tool that provides a ton of value, especially as it pertains to client advisory. During this 25-minute education lab, we will discuss: Why the AICPA sees data analytics as a necessity versus just a nicety. Successes firms are experiencing after embracing ADA technology. How TeamMate Analytics brings value to the table that you won’t find in competitive solutions. Attendees will leave this session understanding what steps are a must for creating their firm’s digital transformation plan.
Learning Objectives:
- Recognize what technology aligns with increasing your value as a client advisor.
- Identify a plan to successfully transform the advisory side of your audit practice.
Tuesday, June 7, 2022
6:00 AM – 7:00 AM PDT
Yoga with Amy Vetter (Onsite Only)
6:30 AM – 8:00 AM PDT
6:30 AM – 7:00 AM PDT
Focus and Center Meditation
6:30 AM – 5:30 PM PDT
7:00 AM – 7:50 AM PDT
ENG22SS01. Leading with Tax Advisory in your Practice, presented by Intuit
Jim Buffington
- Advisory Services Leader | Intuit AccountantsLearning Objectives:
- Recognize current trends that position CPA firms as trusted tax advisors
- Compare how other CPA firms are delivering tax advisory services
- Recall effective approaches to positioning, delivering and communicating tax advisory services
- Identify opportunities to communicate proactive tax savings strategies for clients using tools from Intuit
7:00 AM – 7:50 AM PDT
ENG22SS02. Rewriting the Book on Auditing, presented by Wolters Kluwer
Colleen Knuff
- Vice President of Audit Product Management | Wolters KluwerLearning Objectives:
- Recognize what skill sets will prove essential for a firm to stay competitive and meet client expectations.
- Identify new technologies available to accounting firms that will help them embrace the evolution of a data-driven audit.
7:00 AM – 7:50 AM PDT
ENG22SS03. Leveraging the Pooled Employer Plan (PEP) to Grow Your Practice, presented by Paychex
Alex Valdez
- Director, Retirement Plan Sales | PaychexLearning Objectives:
- Recall the key advantages of a PEP
- Identify the types of clients who best benefit from a PEP
- Compare the PEP 401(k) versus other retirement plan options
- Recognize how a PEP can be leveraged to expand consultative opportunities
7:00 AM – 7:50 AM PDT
ENG22SS04. How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy
Andrew Berg
- Managing Partner | Berg AdvisorsLarry Furr
- Chief Product Officer | Canopy Inc.Michelle Lundberg
- Director of Product Marketing | Canopy Inc.Michael Salmon
- Sales Director | Canopy Inc.Learning Objectives:
- Recall your firm’s common pain points and how PM software can address them.
- Recognize the core tenets of a practice management solution
- Identify how a cloud-based software solution can increase your firm's ROI.
7:00 AM – 7:50 AM PDT
ENG22SS05. Building the CPA Firm of the Future, presented by Avantax
Laurie Stack
- VP of Business Development | AvantaxBob Carey
- Wealth Advisor, CPA | Carey & Hanna Tax & Wealth PlannersLearning Objectives:
- Recognize how to set your practice up to offer holistic financial services
- Identify how to Increase client retention and strengthen long-term relationships
7:00 AM – 7:50 AM PDT
ENG22SS06. Winning & Retaining HNW Clients, presented by City National Rochdale
Vern Montross
- Western Division Managing Director, Senior Investment Consultant | City National RochdaleLearning Objectives:
- Identify how to implement practices and develop partnerships to win business and help clients meet their goals.
- Recognize the many factors that are considered when building truly customized portfolios for high-net-worth clients.
7:00 AM – 7:50 AM PDT
ENG22SS07. Giving You Tax Credit Where Credit is Due, presented by ADP
Michael Smith
- Director of Tax | ADPLearning Objectives:
- Identify best fit opportunities for your clients
- Recall the new IRS Guidance & Legislative Update
- Distinguish the expenses associated with both credits
- Recognize the complexities of taking both credits together
- Analyze an overview of the R&D Tax Credit and ERTC
7:00 AM – 7:50 AM PDT
ENG22SS08. Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients, presented by SafeSend
Steven Lyon
- Product Specialist Manager | SafeSendLearning Objectives:
- Recall the common points of frustration for firms and clients throughout the tax engagement
- Recognize the new technological advances that are automating tax practices
- Identify automation solutions that were built specifically for the tax and accounting profession
- Determine how to develop a client-centric approach for tax engagements and improve client collaboration
7:00 AM – 7:50 AM PDT
ENG22SS13. Bring APIs to life, taking theory and converting it to practical use, presented by Thomson Reuters
Allen Stahl
- Strategic Technology Manager | Thomson ReutersCalvin Leong
- Manager, API Strategy & Sales | Thomson ReutersLearning Objectives:
- Identify what APIs are and understand use cases related to the Tax workflow.
- Recognize how APIs go from theory to actually being used in your firm.
7:45 AM – 8:00 AM PDT
ENGAGE Morning Studio
Join us daily as our host Jill Schlesinger talks about what you can expect at the ENGAGE 2022 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the Studio out to enhance your experience as a virtual attendee!
8:00 AM – 9:15 AM PDT
EDGE2201. Becoming a Powerful and Effective Delegator
Jennifer Wilson
- Co-founder and Partner | ConvergenceCoaching, LLCLearning Objectives:
- Identify the seven “sins” of delegation and how to avoid them
- Recognize how ownership and clarity in expectations improve delegation effectiveness
- Distinguish ways to say no and how new requests fit into existing priorities
8:00 AM – 9:15 AM PDT
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 LongLearning Objectives:
- Recognize scenarios where clients may be at risk for penalties due to late enrollment in Medicare or making ineligible contributions to a Health Savings Account.
- Assess the maximum amount eligible taxpayers can contribute to their Health Savings Account in the year they plan to enroll in Medicare.
- Apply the rules for HSA contribution eligibility alongside Medicare enrollment to specific scenarios involving married clients who do not retire at the same time.
8:00 AM – 9:15 AM PDT
EST2207. Grantor Trust Planning
Steven Siegel
- President | The Siegel GroupLearning Objectives:
- Determine the Status of Grantor Trusts and Their Viability in 2022
- Apply the Key Elements of the Grantor Trust Rules
- Analyze the optimal grantor trust planning techniques
8:00 AM – 9:15 AM PDT
FIN2201. Future of Finance AICPA Initiatives Panel
Joseph Radziewicz
- VP Corporate Controller | Stanley Black and DeckerDenise Dettingmeijer
- CFO, NA | RandstadAzhar Syed
- CEO, Board Member, Executive Coach | Leading Insights LLCTom Hood
- EVP of Business Engagement & Growth | Association of International Certified Professional Accountants and Business Learning InstituteLearning Objectives:
- Identify the top priorities of the Future of Finance group as we look towards our emergence from the global pandemic.
- Recognize what this means to the ever changing role and mandate of finance & accounting.
- Determine how we continue to re-invent the role of the CFO and develop the key skills and mindsets of the future.
8:00 AM – 9:15 AM PDT
NAA2208. FASB Update
Jenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards BoardSusan Cosper
- Board Member | Financial Accounting Standards BoardLearning Objectives:
- Distinguish how the FASB is supporting implementation of accounting standards through post-implementation review activities
- Identify the projects that the FASB is currently working on
- Recognize standards recently issued by the FASB
8:00 AM – 9:15 AM PDT
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 InvestmentsJill Schlesinger
- Business Analyst | CBS NewsLearning Objectives:
- Identify how global events and the domestic political environment are impacting the US economy and financial markets.
- Analyze the impact of increased federal deficits, debt and inflation on financial markets and how future legislation may influence investment strategies.
8:00 AM – 9:15 AM PDT
PST2201. Inspector Gadget
David Cieslak
- EVP, Chief Cloud Officer | RKL eSolutions, LLCLearning Objectives:
- Determine the latest technology trends and the impact these trends will have on next generation devices
- Identify where to wisely invest in new technology, and what to avoid.
- Categorize technology initiatives based on greatest impact.
8:00 AM – 9:15 AM PDT
TAX2211. Partnership Tax Update
Joseramon Carrasco
- Managing Director | Grant Thornton LLPSarah Allen-Anthony
- Partner | Crowe LLPLearning Objectives:
- Compare current developments occurring in the field of federal partnership taxation
- Apply insight into practical considerations, opportunities, and concerns regarding federal partnership taxation
- Analyze updates on the centralized partnership audit regime (BBA) and other important issues
9:30 AM – 10:45 AM PDT
DCPA2208. Winning Larger Engagements with Subscription-based Pricing
Ed Kless
- Senior Director of Partner Development and Strategy | SageTo submit a question or participate in polling, click the link above. This session is dedicated to the possibility that accounting professionals can win larger engagements and serve those they win more effectively when they learn and adopt subscription-based pricing. Subscription pricing is not taking your annual price and dividing it by 12. It is more challenging than that and not for everyone. If you think you have ability to think about your pricing and service model differently than you have in the past, you are invited to attend this session delivered by Sage’s senior director and co-host of The Soul of Enterprise [http://thesoulofenterprise.com... [http://thesoulofenterprise.com/]] podcast, Ed Kless.
Learning Objectives:
- Identify strategies utilized by businesses that have made the transition to a subscription-based model
- Recall the psychology of selling subscriptions to larger businesses
9:30 AM – 10:45 AM PDT
EDGE2202. Overcoming Your Inner Debbie Downer
Jaclyn Badeau
- President | Badeau Consulting, LLCLearning Objectives:
- Recognize the importance of practicing EQ and other coping techniques during stressful times
- Use the EQ-i 2.0 Model
- Determine the importance of EQ
- Apply tips on how to increase your usage of some EQ skills to improve your overall emotional and social functioning
- Identify general well-being practices to improve your overall happiness in your personal and professional life
9:30 AM – 10:45 AM PDT
ENG2208. I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)
Ranieka Weston
- Executive Coach | pLink LeadershipLearning Objectives:
- Recognize the traits of an inclusive leader.
- Determine how character strengths can unlock bias in the workplace.
- Assess and increase your level of consciousness, courage and adaptability required to be an inclusive leader.
- Formulate a personal commitment to include to avoid unintentionally excluding.
9:30 AM – 10:45 AM PDT
ENG2209. Interview on Retirement Rights and Wrongs (PFP, EST, TAX)
Bob Veres
- Editor | Inside InformationJames Shambo
- Retired | N/ALearning Objectives:
- Predict the importance of advance memorandums at the start of retirement to facilitate better decision-making later in life.
- Evaluate Social Security and Medicare decisions, and track milestones before they occur.
- Assess the importance of projecting RMDs out ten years for tax planning and reduced Medicare premiums.
- Contrast spending--the plan vs. reality.
9:30 AM – 10:45 AM PDT
EST2208. Workshop: All Things Roth
Stephen Bigge
- Partner | Keebler & Associates, LLPMary Kay Foss
- CPA | Mary Kay Foss CPALearning Objectives:
- Identify the pros and cons of Roth IRAs
- Analyze eligibility requirements and tax issues
- Apply tax and financial planning principles to assist clients with Roth planning
9:30 AM – 10:45 AM PDT
FIN2202. Creating A Framework for Cross-Functional Collaboration and Business Partnership Success
Nicole Long
- Sr. Finance Director | WestRockLearning Objectives:
- Recall the Cross-Functional Dilemma
- Formulate a Working Partnership
- Indicate Institutional Long Term-Success
9:30 AM – 10:45 AM PDT
FIN2203. Accelerate the Close
Jason Young
- Corporate Controller | Cask NXMichael Leon
- Chief Accounting Officer & Corporate Controller | Sealed AirLearning Objectives:
- Compare forms of waste (over-analysis, unnecessary wait times, etc.) that can over-burden month-end cycle with inefficiencies.
- Analyze actual practical examples two Corporate Controllers applied to this departments and the step-function changes they made.
9:30 AM – 10:45 AM PDT
NAA2209. Not-for-Profit Accounting Panel
Jennifer Hoffman
- National Not-for-Profit Audit Leader | Grant Thornton LLPMelisa Galasso
- CEO | Galasso Learning SolutionsJeffrey Mechanick
- Assistant Director | Financial Accounting Standards BoardLearning Objectives:
- Recognize not-for-profit industry trends in accounting and financial reporting
- Identify hot topics impacting not-for-profit organizations, including accounting standards on the horizon
9:30 AM – 10:45 AM PDT
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., LtdMike Cheng
- Partner | Frazier & DeeterLearning Objectives:
- Interpret the requirements of FASB ASC 842, Leases.
- Recognize and evaluate common implementation challenges and best practices related to FASB ASC 842.
- Analyze how entities have adopted ASC 842 and evaluate lessons learned
9:30 AM – 10:45 AM PDT
NAA2211. Auditing COVID Relief Government and Private Grant and Loan Assistance Program Funding
Salome Tinker
- Partner | TSC Enterprise, LLCChristopher tinker
- Partner | TSC Enterprise, LLCLearning Objectives:
- Recall a general understanding of the Cares Act and Consolidated Appropriations Act, 2021
- Recognize the accounting and financial reporting implications of government assistance funding programs, including the Payroll Protection Plan (PPP) loan and EIDL
- Determine the audit requirements associated with pandemic relief funding
- Identify the tax implications regarding pandemic relief funding
9:30 AM – 10:45 AM PDT
PFP2212. Rising Rates: Is it Time to Abandon Fixed Income?
Brent Burns
- President and Founding Partner | Asset DedicationKevin Grogan
- Managing Director, Investment Strategy | Buckingham Wealth PartnersRobert Huebscher
- CEO | Advisor PerspectivesLearning Objectives:
- Analyze the market and economic factors driving interest rates
- Identify how traditional, fixed-rate bonds will perform in a rising rate environment
- Determine whether advisors should embrace TIPS, floating rate bonds, or other alternatives to fixed rate bonds
9:30 AM – 10:45 AM PDT
PFP2213. Skills to Hire for the Future
Rebecca Fender
- Head, Strategy and Governance for Research, Advocacy, and Standards | CFA InstituteLearning Objectives:
- Identify important investment industry skills for the future and how teams should adapt
- Distinguish between industry roles based on their likelihood of being disrupted given future trends
- Recognize the changing expectations of clients, especially in relation to technology, and implications for wealth management professionals
9:30 AM – 10:45 AM PDT
PST2202. TECH Tips & Tricks
Wesley Hartman
- Founder | Automata Practice DevelopmentByron Patrick
- General Manager | BotkeeperLearning Objectives:
- Apply practical tips to make you more efficient
- Identify a better way to collaborate
9:30 AM – 10:45 AM PDT
PST2203. CAS Benchmark Survey Results – Insights into High Performing Practices
Scott Lazarone
- Partner | Faulk & WinklerBeth Allen
- Partner | GreerWalkerAmy Bridges
- Professional Development Manager | CPA.comTo submit a question or participate in polling, click the link above. CAS growth has been driven by a number of best practices. We will take a closer look at the key attributes that are the foundation of building high-performing CAS practices. Using data from the CPA.com/AICPA PCPS CAS Benchmark Survey, we will examine key areas including: Drivers of CAS Growth Evolving Client Advisory Expectations CAS Metrics Staffing a CAS Practice Pricing CAS Services CAS Practice Technology Barriers to CAS Success
Learning Objectives:
- Identify the drivers behind the growth in Client Advisory Services
- Compare key metrics for measuring a CAS practice
- Assess the characteristics of top performing CAS practices
- Analyze different approaches in pricing, staffing and implementing technology in a top performing CAS practice
- Determine what the common barriers to success are for CAS practices
9:30 AM – 10:45 AM PDT
TAX2209. Individual Tax Update
Sharon Kreider
- Owner | KREIDERCPAKaren Brosi
- Owner | Karen Brosi, EA, CFP, a LLCLearning Objectives:
- Contrast and compare 2021 and 2022 tax law for individuals, highlighting significant changes resulting from new legislation.
- Formulate individual tax planning ideas for 2022.
- Analyze the tax impact on our individual clients from 2022 IRS rulings and Tax Court decisions.
10:45 AM – 5:30 PM PDT
10:45 AM – 11:15 AM PDT
Live Speaker Q&A in the ENGAGE Studio with Jill Schlesinger and David Cieslak
Join Jill Schlesinger as she hosts a live Q&A with David Cieslak.
10:45 AM – 11:30 AM PDT
11:15 AM – 12:30 PM PDT
EDGE2203. Building Trust in a Hybrid World
Rebecca Tillemans
- Leadership Coach | pLink LeadershipLearning Objectives:
- Recognize the importance of trust at work.
- Identify the elements of trust.
- Analyze real-life examples from each element of trust.
11:15 AM – 12:30 PM PDT
ENG2210. 2022 IRA and Retirement Planning Update (PFP, EST, TAX)
Ed Slott
- Partner | Ed Slott and Company, LLCLearning Objectives:
- Identify the retirement tax planning areas where advisors can add the most value and increase consulting income.
- Recall the latest tax and IRA distribution decisions from recent cases and rulings. These will apply to your clients who are relying on you for the right advice before making major decisions affecting their retirement savings.
11:15 AM – 12:30 PM PDT
ENG2211. Peer Review Update
Brian Bluhm
- Chief Quality Officer | Eide Bailly LLPJim Brackens, Jr.
- Vice President of Ethics and Practice Quality | AICPALearning Objectives:
- Identify significant elements of the current Enhancing Audit Quality (EAQ) initiative
- Recall the most recent developments in the Peer Review Program
11:15 AM – 12:30 PM PDT
EST2209. Planning for Closely-held Businesses
Gary Zwick
- Attorney | Walter | Haverfield LLPLearning Objectives:
- Identify what entrepreneurs need to consider regarding their major asset, the closely held business.
- Recognize how what is done for estate planning purposes has a direct impact on the income tax liability of the owner.
- Evaluate efficient ways to transfer entrepreneurial assets from one generation to the next.
11:15 AM – 12:30 PM PDT
EST2210. NIMCRUT Basics – When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust
Ted Batson
- Partner/Tax Counsel | CapinCrouse LLPLearning Objectives:
- Evaluate the NIMCRUT in contrast to other charitable remainder trust alternatives
- Differentiate between investment choices and their impact on NIMCRUT beneficiary distributions
- Assess the suitability of a NIMCRUT for a given client fact pattern
11:15 AM – 12:30 PM PDT
FIN2204. Beyond Theory: Application of AI & ML for Finance
Chris Ortega
- CEO | Fresh FP&ALearning Objectives:
- Evaluate in depth use cases around AI and ML application
- Assess AI and ML tactical and strategic roadmap
- Predict why, how and when AI and ML can be leveraged in your organization
11:15 AM – 12:30 PM PDT
FIN2205. How to Develop Staff to Think Critically
Kristine Lemanski
- CFO | AssuredPartners AerospaceAsh Noah
- VP Managing Director, Learning, Education and Development | AICPALearning Objectives:
- Identify techniques of how to think critically
- Analyze the process to apply for critical thinking
- Recognize how to leverage data and statistics
11:15 AM – 12:30 PM PDT
NAA2212. Stump the Chumps
Michael Brand
- Member | BMSS, LLCSara Lord
- Chief Auditor | RSM US LLPDenny Ard
- Partner | Dixon Hughes Goodman LLPThomas Groskopf
- Technical Director - Center for Plain English Accounting | AICPA/Barnes, Dennig & Co., LtdLearning Objectives:
- Recognize and interact directly with practitioners well-recognized in the profession and deeply involved in understanding and implementing the technical literature, as well as influencing standard setting.
- Evaluate and ask questions in an open setting with no scripted answers.
11:15 AM – 12:30 PM PDT
NAA2213. Evidence and Analytical Procedures Risk
Samantha Bowling
- Partner | Garbelman Winslow CPAsLynford Graham
- Visiting Professor and Executive in Residence | Bentley UniversityLearning Objectives:
- Identify the role and significance of analytical procedures in the AICPA Audit Risk Model
- Analyze how to relate analytical procedures to accounts and assertions
- Determine how much credit / risk to assign to analytical procedures
- Select advanced analytical tools and identifying the value of the evidence resulting from their performance
- Use appropriate documentation produced by advanced analytical tools
11:15 AM – 12:30 PM PDT
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 ServicesLearning Objectives:
- Evaluate the tradeoffs of creating portfolio income in retirement
- Create a goals-based process to build retirement income from investments
- Recognize the value of various financial instruments in meeting spending goals
11:15 AM – 12:30 PM PDT
PFP2215. Investment Best Ideas Panel
Thomas Baughman
Paula McMillan
- Wealth Advisor | Stearns Financial GroupKevin Grogan
- Managing Director, Investment Strategy | Buckingham Wealth PartnersScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLearning Objectives:
- Recognize how alternatives to traditional stocks and bonds are being utilized for better diversification and outcomes
- Recall how ESG (Environmental, Social, and Governance) metrics can be employed to identify material risks and growth opportunities
- Identify best practices around strategically increasing international exposure with measured risk
11:15 AM – 12:30 PM PDT
PFP2216. Preparing to be Purchased and/or Sold
Robin Young
- President | Northstar Financial PlanningMichael Goodman
- President | Wealthstream Advisors, Inc.Learning Objectives:
- Identify issues arising around buying and selling your firm.
- Recognize planning opportunities to build better infrastructure prior to an acquisition, and increasing the value of your business prior to sale.
11:15 AM – 12:30 PM PDT
PST2204. RPA and AI: Use cases for CPA's
Wesley Hartman
- Founder | Automata Practice DevelopmentBrian Tankersley
- Director, Strategic Relationships | K2 EnterprisesLearning Objectives:
- Identify key terms associated with process automation technologies like robotic process automation, digital plumbing, pro-code, low-code/no-code, and enterprise architecture
- Recall the difference in digital plumbing solutions, application program interfaces (APIs), and robotic process automation
- Formulate a simple RPA
11:15 AM – 12:30 PM PDT
PST2205. Driving Employee Engagement and Retention
Jennifer Wilson
- Co-founder and Partner | ConvergenceCoaching, LLCLearning Objectives:
- Identify strategies for demonstrating your firm’s commitment to “talent first”
- Choose methods for giving your firm’s work purpose and meaning
- Determine ways you can garner honest feedback and then act on it
- Apply ideas for (really) addressing poor performance and bad behavior
11:15 AM – 12:30 PM PDT
TAX2202. 1031 Exchanges
Martin Verdick
- Senior Director | RSM US LLPLearning Objectives:
- Recognize the impact of the real property regulations on like-kind exchange transactions.
- Identify potential problems in a like-kind exchange so that they can help clients avoid unexpected consequences.
- Distinguish unique state like-kind exchange issues.
12:30 PM – 2:30 PM PDT
12:30 PM – 2:30 PM PDT
Virtual Caricatures
12:45 PM – 1:05 PM PDT
ENG22EL10. Education Lab #2 (T 12:45) Rejecting Automation: When Does Automation Not Make Sense, presented by Intuit
Ross Olson
- Senior Solution Specialist | IntuitTo submit a question or participate in polling, click the link above. If you find yourself saying “There has to be a better way to do this” then automation is the key to improving…or is it? Automation has firmly cemented itself as a central tenant of a successful firm. But automation without a deep understanding of the benefits you reap can have dire consequences. Worse still is automation without understanding how you or your firm value those benefits. This session will present common scenarios for automation while assisting firms and decision makers by providing an economic foundation in choice.
Learning Objectives:
- Identify common areas where automation is sought
- Analyze the specific value automation can bring to your firm
- Determine the processes necessary for accurately evaluating choices
- Recognize when automation is not right for your firm
12:45 PM – 1:05 PM PDT
ENG22TD10. Tech Demo (12:45pm) - Crypto Tax Solutions – Demonstration, presented by CPA.com
Jeremiah LaRue
- Product Marketing Manager | CPA.comTo submit a question or participate in polling, click the link above. Is your firm ready to help clients navigate the challenges related to crypto asset tracking and reporting to ensure compliance with constantly changing tax regulations? Join us to learn how you can leverage crypto tax technology to simplify your clients’ crypto asset transaction tracking and reporting to ensure accuracy and protect your clients from regulatory blind-spots. During this session you'll learn: • The crypto landscape and ecosystem highlighting the updated digital asset question on Form 1040 • How to leverage a crypto tax preparation platform to manage client data, save time and increase accuracy in reporting • How technology can simplify data collection by utilizing API keys or pre-mapped CSV files, resulting in the standardization and reconciliation of data across different exchanges and venues • How to generate and download detailed tax reporting by asset class in FIFO, LIFO or HIFO
1:00 PM – 2:00 PM PDT
ENG22TH. AICPA Town Hall
Lisa Simpson
- VP - Firm Services | AICPAErik Asgeirsson
- President & CEO | CPA.comBarry Melancon
- President and CEO | AICPALearning Objectives:
- Identify Timely & Critical Information
- Formulate Interpretation & Analysis
- Recall Firm and Business Strategies
- Recognize Practitioner Capabilities
1:15 PM – 1:40 PM PDT
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 | MetLifeTo submit a question or participate in polling, click the link above. Whether your clients are receiving funds from a property or business sale, they count on you to help them evaluate tax-efficient strategies and protect their funds from market volatility and overspending. Learn how to help your clients convert their lump sum into periodic payments to defer their tax liability and help protect their proceeds. In this presentation, we will discuss tax-efficient advantages of periodic payments versus a lump sum, how periodic payments can help fund a client’s retirement and case examples in which clients were able to defer their tax liability.
Learning Objectives:
- Identify the tax-efficient advantages of periodic payments versus a lump sum for for selling real estate, commercial property or a business
- Recognize how periodic payments can help fund a client’s retirement
- Recall case examples in which clients were able to defer their tax liability
1:15 PM – 1:40 PM PDT
ENG22EL12. Education Lab #2 (T1:15) - Confessions of a MetaConsultant, presented by Sage
Ed Kless
- Senior Director of Partner Development and Strategy | SageTo submit a question or participate in polling, click the link above. This session explores the possibility that accounting professionals would create more value for their customers if they adopted a few big ideas from the art and practice of consulting in the broadest sense. Adopting these ideas can be challenging as it requires us to think far more conceptually than just our more narrow area of expertise. If you think you have the ability to broaden your thinking, you are invited to participate in this session lead by Ed Kless, Sage’s in house MetaConsultant and co-host of The Soul of Enterprise with Ron Baker.
Learning Objectives:
- Determine which consulting role you most enjoy an you in that role
- Identify two methods for engaging with a prospective new customer or even a current customer who requires more of your knowledge
1:15 PM – 1:40 PM PDT
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 | SurePrepTo submit a question or participate in polling, click the link above. Artificial intelligence (AI) is transforming the tax and accounting industry at a rapid pace. This emerging technology reduces or eliminates the redundant, manual, transactional work required to prepare 1040 tax returns. In this session we'll explore: • How improved scanning technology is expanding the universe of documents that can be auto-recognized and auto-processed for tax preparation • How AI algorithms can check the correctness of values with precision that rivals or beats human verification • How AI initiatives can be cautiously adopted to embrace a “do no harm” philosophy to minimize disruption in the accounting process • How continuous feedback systems allow software to learn throughout the tax season to adapt to new forms, tax code changes, and taxpayer specific situations
1:30 PM – 2:30 PM PDT
Speed Networking
1:50 PM – 2:15 PM PDT
ENG22EL14. Education Lab #2 (1:50pm) - Unlock better client insights with spend management advisory services
Steven Novak
- Sr. Director, Named Accounts | bill.comVishal Thakkar
- Director of Marketing | CPA.comTo submit a question or participate in polling, click the link above. Future-focused business insights for clients are a key component in making the strategic move from transactional to high-margin advisory services. The spend management category is quickly becoming an important advisory area within CAS (client advisory services) practices, and firms can leverage deeper insights by bringing corporate cards, spend, budgets and expenses under one umbrella. During this learning lab session, you’ll learn about: * The difference between proactive spend management and retroactive expense management * Understand what CAS 2.0 is and how spend management services fit in with the overall CAS 2.0 approach * How corporate cards can enable your firm to commercialize spend management services within a growing CAS firm.
Learning Objectives:
- Recognize the difference between proactive spend management and retroactive expense management
- Identify what CAS 2.0 is and how spend management services fit in with the overall CAS 2.0 approach
- Recall how corporate cards can enable your firm to commercialize spend management services within a growing CAS firm
1:50 PM – 2:15 PM PDT
ENG22TD14. Tech Demo #2 (T 1:50) - The Revolutionary ROI Method for Tax Planning, presented by TaxPlanIQ
Sharla Bartley
- Customer Success | TaxPlanIQJackie Meyer
- CEO | The Concierge AccountantLearning Objectives:
- Apply Value Pricing to Tax Planning
- Recall the ROI Method
- Using TaxPlanIQ to showcase ROI
2:30 PM – 3:45 PM PDT
DCPA2204. CAS2.0: Taking Your Advisory Practice to the Next Level
Becky Munson
- CAS Practice Leader | YourBooks Outsourced AccountingKane Polakoff
- National Practice Leader, Client Accounting Advisory Services | UHYKalil Merhib
- Vice President, Growth & Professional Services | CPA.comTo submit a question or participate in polling, click the link above. Client Advisory Services (CAS) as a practice area is at the forefront of progressive thinking by firms on how market complexities can translate into Trusted Advisor opportunities for firms to deliver value to clients. CAS continues to be one of the fastest growing practice areas & largest growth opportunities for CPA firms. This practice area has been defined and transformed over the past 10 years and yet CAS remains largely in its infancy representing exponential opportunity for firms. At Digital CPA 2021, the 10th anniversary of DCPA, CPA.com established our first CAS Advisory Council made up of progressive CAS practice leaders from top firms to help further define and establish a “CAS 2.0” framework and pathway to help drive the transformation of the CAS practice area. Come hear from a panel of CAS thought leaders leading the charge on taking CAS to the next level – CAS 2.0.
Learning Objectives:
- Recognize impacts of Firm Strategy & Governance - Strategic planning and organization development to align with your overall firm and CAS Practice vision
- Determine Best Practices for CAS Practice Development - Best-in-class approaches to building, running, and growing a CAS service offering.
- Analyze key CAS Technology Solutions – Consistent, standardized, Integrated, cloud-based technology strategy to drive digital transformation & modernization of services
- Distinguish CAS Operational Excellence – Foundational best practices to build standardized processes, support, leadership and training to drive efficiency, quality, and growth
2:30 PM – 3:45 PM PDT
EDGE2204. My Journey to Partner: Why I Left and What Could Have Been Done to Keep Me
Michael Maksymiw, Jr.
- Executive Director | Aprio LLPLearning Objectives:
- Identify reasons why your talent is leaving
- Determine ways you can act to keep your talent
- Recognize what aspects of an accounting career keep you engaged in the profession
2:30 PM – 3:45 PM PDT
ENG2212. Driving Value from ESG Reporting (NAA, PST, FIN, EDGE)
Kenneth Witt
- Associate Technical Director, MA R&D | Association of International Certified Professional AccountantsSusan Urish
- Partner, Innovation and Business Strategy | Urish Popeck & Co., LLC (BDO Alliance)Alyssa Rade
- Chief Sustainability Officer | Sustain.LifeLori Kaczynski
- VP, Internal Audit and Chief Audit Executive | Graphic Packaging InternationalAmi Beers
- Senior Director - Assurance and Advisory Innovation | AICPALearning Objectives:
- Analyze ESG
- Identify how accounting, risk, and audit can add value through ESG
2:30 PM – 3:45 PM PDT
ENG2213. Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)
Keith Schiller
- Attorney-Shareholder | Schiller Law, a Professional Law CorporationMary Kay Foss
- CPA | Mary Kay Foss CPALearning Objectives:
- Recognize the differences between Fiduciary Accounting Income and Distributable Net Income
- Estimate the amount and use of portability amounts
- Recall new IRS estate tax compliance procedures and opportunities
- Identify how to present returns to minimize audit risks
2:30 PM – 3:45 PM PDT
EST2211. Making Changes to Irrevocable Trusts
Kristen Simmons
- Member, Attorney | Simmons Freeman LLCHeidi Freeman
- Member | Simmons Freeman LLCLearning Objectives:
- Determine how a trust can be designed to provide optimal creditor, divorce and estate tax protection
- Identify circumstances where a modification to the trust would be beneficial to the client and their family
- Differentiate the differences between decanting, non-judicial settlement agreements and powers of appointment, and how each can be used to achieve the optimal trust design
2:30 PM – 3:45 PM PDT
FIN2206. Tax Update: An Ever-Changing Landscape
Andrei Petrovsky
- Director | PwCLearning Objectives:
- Apply awareness of key elements of potential tax legislation recently enacted or currently in progress.
- Formulate an understanding of recent federal, state, and international legislative trends.
- Recall insights into potential tax accounting considerations for 2022 interim or year-end financial reporting.
2:30 PM – 3:45 PM PDT
NAA2214. Private Company Council - Part 1
Doug Uhl
- Senior Principal Team Leader, Corporate Accounting Policy | Chick-fil-A, Inc.Fred Cannon
- Board Member | FASBAdam Roark
- Director, Assurance Innovation and Methodology | DHGJenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards BoardJeffrey Mechanick
- Assistant Director | Financial Accounting Standards BoardSusan Cosper
- Board Member | Financial Accounting Standards BoardJeremy Dillard
- Technical Standards Partner | SingerLewak LLPLearning Objectives:
- Identify the mission of the Private Company Council
- Determine the current agenda of the Private Company Council
- Evaluate the input provided by the Private Company Council on FASB projects
2:30 PM – 3:45 PM PDT
PFP2217. Retirement Best Ideas Panel
David Blanchett
- Head of Retirement Research | PGIMMichael Finke
- Professor, Frank M. Engle Chair of Economic Security Research | The American College of Financial ServicesJeffrey Levine
- Lead Financial Planning Nerd | Kitces.comBob Veres
- Editor | Inside InformationLearning Objectives:
- Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
- Evaluate variables to incorporate and update when providing financial and tax guidance.
- Assess and predict future income and ways to manage future tax brackets.
- Formulate in basis planning for the surviving spouse.
2:30 PM – 3:45 PM PDT
PFP2218. Healthcare Planning for Early Retirement
Kelley Long
- Financial wellness coach and consultant | Financial Bliss with Kelley LongLearning Objectives:
- Identify which health insurance options are available for early retirees
- Choose savings options that offer the most flexibility for funding healthcare costs
- Compare strategies to keep total costs down based on clients' individual circumstances
2:30 PM – 3:45 PM PDT
PST2206. Cybersecurity Threat Landscape, Risk Management and Incident Response
Steven Ursillo
- Partner | National Leader Information Assurance and Cybersecurity | Cherry Bekaert LLPLearning Objectives:
- Distinguish the latest threats to their digital assets, how to best mitigate cyber risk and respond to cyber incidents.
- Evaluate cyber incident stories and applicable lessons learned.
- Analyze cyber risk, governance, prevention, detection and response for organizations, in addition to their third-party and supply-chain relationships.
2:30 PM – 3:45 PM PDT
PST2207. Tax season debrief
Nicole Davis
- Founder and CEO | Butler-DavisByron Patrick
- General Manager | BotkeeperLearning Objectives:
- Compare best practices among firms related to operating in an endemic environment
- Determine how changes to tax laws and the economy will impact firms
2:30 PM – 3:45 PM PDT
TAX2216. The surprising state tax consequences triggered by employees who work from home
Mark Klein
- Partner/Chairman | Hodgson Russ LLPLearning Objectives:
- Identify the multistate business tax obligations created by employees working in other states
- Recall the state income tax rules that apply to employees who work remotely
3:30 PM – 4:15 PM PDT
4:15 PM – 5:30 PM PDT
EDGE2205. Owning Your Mistakes Builds Trust
Tonya Moffitt
- Managing Partner | Merina+CoTo submit a question or participate in polling, click the link above. Inspired by the book Extreme Ownership by former Navy Seals Jacko Willink and Leif Babin. Great leaders do not blame the team members for mistakes and failures, they own it. This helps build teams that trust their leaders. This interactive session will help you learn how to implement this with your team. This book is dedicated to three warriors who paid the ultimate sacrifice: Marc Lee, Mike Monsoor, and Ryan Job. Marc Lee was one of my friends so this book has a special place in my heart as it pays respect to them and their families.
Learning Objectives:
- Recognize that it is okay to say no.
- Analyze how saying no can help you prioritize your time.
- Determine when you have an opportunity to build trust.
4:15 PM – 5:30 PM PDT
ENG2214. College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX)
Ross Riskin
- Chief Learning Officer | Investments & Wealth InstituteTo submit a question or participate in polling, click the link above.
Federal loans, private loans, subsidized loans, unsubsidized loans, income-based repayment, income contingent repayment, consolidation, deferment, forbearance, forgiveness. Confused yet? These are the terms you need to know as you help your clients navigate the education planning process both before their children go off to college and after graduation. With total student loan debt exceeding the $1.6 trillion mark, interest rates remaining at all-time low levels, and widespread economic relief ending for millions of federal education loan borrowers, advisors need to help their clients develop an optimal tax-efficient repayment strategy for a unique type of consumer debt where traditional debt management strategies simply won't cut it.
Learning Objectives:
- Distinguish between various financing options available for higher education and what the pros and cons of each are
- Choose the most appropriate student loan repayment strategy for your clients based on their particular income, asset, and debt profile
4:15 PM – 5:30 PM PDT
ENG2215. Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)
Ori Epstein
- Tax Partner | Aprio, LLPRon Quaranta
- Founder and Chairman | Wall Street Blockchain AllianceSean Stein Smith
- Professor | Lehman College (CUNY)Learning Objectives:
- Recognize the latest in blockchain technology and how it is impacting our world
- Identify how to interact with cryptocurrency
- Assess the tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method
- Apply tax planning opportunities
4:15 PM – 5:30 PM PDT
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 PembrokeLearning Objectives:
- Identify, describe, and illustrate business intelligence and its benefits for the accounting profession.
- Recognize how Power BI can supplement accounting software packages (like Quickbooks Online) to provide more meaning to data for better informed decision making.
4:15 PM – 5:30 PM PDT
EST2212. Income Tax Planning for Trusts
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth ManagementLearning Objectives:
- Assess a quick overview of some of the most important planning opportunities for trusts
- Compare various planning opportunities available for trusts
4:15 PM – 5:30 PM PDT
EST2213. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
Irene Estrada
- Managing Director | PwCTed Batson
- Partner/Tax Counsel | CapinCrouse LLPMary Kay Foss
- CPA | Mary Kay Foss CPAEileen Sherr
- Director - AICPA Tax Policy & Advocacy | AICPALearning Objectives:
- Identify planning areas and recommendations.
- Recognize estate and gift tax issues that affect your clients.
4:15 PM – 5:30 PM PDT
FIN2207. Is Your Control Environment Under Control?
Jason Young
- Corporate Controller | Cask NXMichael Leon
- Chief Accounting Officer & Corporate Controller | Sealed AirLearning Objectives:
- Analyze a COSO based review of components of an ethics based, anti-fraud internal controls framework.
- Compare examples reviewed including applications to both larger scale public, multi-national companies as well as smaller scale, local privately-held businesses.
4:15 PM – 5:30 PM PDT
NAA2215. Private Company Council - Part 2
Doug Uhl
- Senior Principal Team Leader, Corporate Accounting Policy | Chick-fil-A, Inc.Fred Cannon
- Board Member | FASBAdam Roark
- Director, Assurance Innovation and Methodology | DHGJenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards BoardJeffrey Mechanick
- Assistant Director | Financial Accounting Standards BoardSusan Cosper
- Board Member | Financial Accounting Standards BoardJeremy Dillard
- Technical Standards Partner | SingerLewak LLPLearning Objectives:
- Identify the mission of the Private Company Council
- Determine the current agenda of the Private Company Council
- Evaluate the input provided by the Private Company Council on FASB projects
4:15 PM – 5:30 PM PDT
PFP2219. Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation
Kelley Long
- Financial wellness coach and consultant | Financial Bliss with Kelley LongTheodore Sarenski
- Wealth Adviser | Sage View Advisory GroupJulie Welch
- Shareholder and Director | Meara Welch Browne, P.C.Daniel Rubin
- Partner | Farrell Fritz, P.C.Learning Objectives:
- Identify planning opportunities across all areas of personal financial planning.
- Distinguish practical planning ideas for clients.
- Assess a discussion among leaders in the profession about the best planning ideas across all conference sessions.
4:15 PM – 5:30 PM PDT
PST2209. Remote Workforce: Computing and Compliance Challenges & Best Practices
Joe Gutierrez
- CIO | Berkowitz, Pollack Brant Advisors + CPAsAmel Edmond
- Chief Information Officer | WithumJim Bourke
- Managing Director Advisory Services | WithumSmith+BrownBob Fink
- Partner | Honkamp Krueger & CoLearning Objectives:
- Recognize the must have technologies for a remote workforce
- Determine the security best practices for this space
- Indicate best practices for dealing with contract employees
4:15 PM – 5:30 PM PDT
PST2210. PCPS Roundtables - Collaborate with firms of your size (ONSITE ONLY)
Orumé Hays
- Founder & Managing Director | Hays CPAChad Allen
- Partner | Hutchins & Haake, LLCRobert Allen
- President | The Allen CPA Firm, PLLCTo submit a question or participate in polling, click the link above. For small firm owners and sole practitioners, this roundtable is the perfect opportunity to connect with peers to share insights about fundamental issues concerning all small firms. Develop your own network of practitioners, who are ready to offer ideas to manage top challenges for small firms. Upon completing this session, you will have a better understanding of practice management issues firms are facing and will have suggestions on how to tackle some of those issues.
Learning Objectives:
- Assess the current practice management landscape for small firms
- Identify ways to tackle pressing practice management issues using resources and best practices
4:15 PM – 5:30 PM PDT
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 UniversityLearning Objectives:
- Recall recent legislation and the impact on individuals
- Analyze the Medical Expense Reality and Recent Changes
- Recognize financing nuances, the AMT and the impact on the tax calculation
5:30 PM – 6:30 PM PDT
Wednesday, June 8, 2022
7:00 AM – 8:00 AM PDT
AICPA ENGAGE 2022 Walk/Run (Onsite Only)
8:00 AM – 9:00 AM PDT
8:45 AM – 9:00 AM PDT
ENGAGE Morning Studio
Join us daily as our host Jill Schlesinger talks about what you can expect at the ENGAGE 2022 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the Studio out to enhance your experience as a virtual attendee!
9:00 AM – 10:15 AM PDT
ENGK2202. Keynote: Professional Issues Update
Erik Asgeirsson
- President & CEO | CPA.comSusan Coffey
- Chief Executive Officer - Public Accounting | Association of International Certified Professional AccountantsAnoop Mehta
- President | Science Systems and Applications, Inc.Barry Melancon
- President and CEO | AICPALearning Objectives:
- Recall the current economic environment and important issues impacting the accounting and finance profession.
- Recognize how accountants are leading in economic recovery efforts and hear how the Association is supporting them through advocacy, resources and learning.
10:45 AM – 12:00 PM PDT
ENGK2203. Keynote: Leadership: Currency, Change & Creating a Powerful Presence
Carla Harris
- Managing Director and Senior Client Advisor | Morgan StanleyJill Schlesinger
- Business Analyst | CBS NewsLearning Objectives:
- Identify tools to maximize your success as a leader.
- Differentiate performance currency from relationship currency.
12:00 PM – 6:00 PM PDT
12:00 PM – 2:00 PM PDT
12:00 PM – 6:00 PM PDT
12:30 PM – 2:00 PM PDT
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 AccountantsTom Hood
- EVP of Business Engagement & Growth | Association of International Certified Professional Accountants and Business Learning InstituteLearning Objectives:
- Analyze the macro trends as it relates to the finance organization in business & industry and then apply learnings and action steps for your individual organization.
- Identify, discuss and distill key insights from peers and profession leaders and evaluate your organization’s maturity on key competencies.
12:30 PM – 1:30 PM PDT
ENG22CITP. CITP Credential Forum, presented by AICPA Technology Advisory Services
Paul Warrick
- Senior Manager - CITP Credential | AICPALearning Objectives:
- Recall the growth in technology specialization and the relevance of the CITP competency in our current environment
- Analyze feedback on CITP credential eligibility considerations
12:30 PM – 12:55 PM PDT
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.comChris Cromer
- Director of Operations | CPA.comTo submit a question or participate in polling, click the link above. The evolution of the internet has made it more competitive to grab the attention of your target audience while also bringing forth new challenges in security and data protection. For CPA firms to thrive in this new environment, they must adapt to this new digital landscape. This often begins with strengthening their online presence to better communicate the qualities that make their CPA firm secure, technology-forward, and a trusted advisor. During this session, you’ll learn strategies to build a modern firm brand that brings in the clients you want, including: - Branding your firm for today’s digital environment - Innovative ways to re-think your website, digital presence, and communications - The evolution of the internet and how top-level domains provide a new opportunity to showcase firm security and value - How domain strategies can integrate with website strategies like landing pages and SEO - Ways that accounting firms can offset internet security threats
Learning Objectives:
- Distinguish branding your firm for today’s digital environment
- Identify innovative ways to re-think your website, digital presence, and communications
- Analyze the evolution of the internet and how top-level domains provide a new opportunity to showcase firm security and value
- Recognize how domain strategies can integrate with website strategies like landing pages and SEO
- Recall ways that accounting firms can offset internet security threats
12:30 PM – 12:55 PM PDT
ENG22EL18. EducationLab #2 (W 12:30) - Increase client engagement to build lasting relationships, presented by Xero
Amanda Aguillard
- Chief Operating Officer | Padgett Business ServicesTo submit a question or participate in polling, click the link above. In today’s accounting world, client relationships are more important than ever! Join us as we share ways to better engage with your clients and bring more value to your interactions. We’ll look at how to gather feedback, ask the right questions, and some easy steps to take that will deepen your relationships with clients.
Learning Objectives:
- Identify 3 benefits of increased client engagement
- Select ways to gather and implement client feedback
12:30 PM – 12:55 PM PDT
ENG22TD18. Tech Demo (12:30) - Paychex Accountant HQ Technology Review, presented by Paychex
Kat Bartnick-Hall
- Sales Engineer | PaychexTo submit a question or participate in polling, click the link above. Learn how to easily access all your client HR and Payroll data, 24/7, including pre-populated forms to help clients apply for PPP loans and forgiveness. Our online and mobile solutions, combined with convenient support options, help deliver the answers and insights you need on a timely basis for real-time reporting and decision-making.
12:30 PM – 2:30 PM PDT
Virtual Caricatures
1:00 PM – 2:00 PM PDT
Speaker Meet and Greet
1:05 PM – 1:30 PM PDT
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 CorporationTo submit a question or participate in polling, click the link above. The server in your closet holds all of your customer and company data, making sure its protected from cyber-attacks is critical in todays' digital world. Come to this session to learn if your company is at risk, what might be the impact of a breech, and learn some strategies for increasing your cyber security with Dell PowerEdge Servers running Microsoft Windows Server 2022.
Learning Objectives:
- Determine how likely a cyber security breech is and what the risks to my business are.
- Identify what steps I can take to protect my business from cyber-attack.
1:05 PM – 1:30 PM PDT
ENG22TD20. Tech Demo (1:05pm) - Business Financing Solutions – Demonstration
Michael Tryon
- Director of Strategic Partnerships | Biz2CreditJeremiah LaRue
- Product Marketing Manager | CPA.comTo submit a question or participate in polling, click the link above. As trusted business advisors, CPAs are positioned to provide valuable insights into the financial health of their clients’ businesses. By leveraging data and advanced fintech designed specifically for CPAs and their small business clients, firms across the nation are discovering how to deliver clients advisory value beyond traditional service offerings. Join us to learn how scalable solutions can enable firms of all sizes to manage their clients’ business financing needs through a streamlined process. During this session you’ll learn: • Macro-trends that position CPA firms as trusted financing advisors to small business clients • How to leverage data and advanced fintech to provide business financing advisory services more confidently • How to save clients time in securing financing through a streamlined business loan application process
2:00 PM – 3:15 PM PDT
EDGE2206. 3 Simple Ways to Make Your Employees Never Want to Leave
Susan Stutzel
- Leadership Coach | PartnersCoachLearning Objectives:
- Indicate what is missing when it comes to employee engagement.
- Determine what employees really want (that they may never tell you).
- Analyze specific examples to help your employees feel more connected to the work they do.
2:00 PM – 3:15 PM PDT
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 CPALearning Objectives:
- Recall the mechanics and how to file to elect portability.
- Recognize the various administrative and fiduciary elections and filing options available for the decedent's final income tax return.
- Identify the benefits of Roth conversions, life insurance planning and lifetime gifting for the modest estate owner.
2:00 PM – 3:15 PM PDT
ENG2218. AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)
Priscilla Bullock
- Partner | PwCLexy Kessler
- Partner | Aronson LLCTrisha Nomura
- Owner | Ascend Consulting LLCAnna Mok
- President & CEO | AscendLindsay Stevenson
- Chief Transformation Officer | BPM LLPLearning Objectives:
- Recognize the importance and being true to your values and not compromising what's important.
- Identify tips to help turn failures into lessons.
- Select tools for combatting imposter syndrome.
- Recall how to set boundaries and excel.
2:00 PM – 3:15 PM PDT
ENG2219. An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN)
Justin Mannhardt
- Solution Architect | P3 AdaptiveEvan Rhodes
- Director, Client Services | P3 AdaptiveLearning Objectives:
- Identify data models in Excel's PowerPivot
- Indicate dynamic analysis with Power BI
- Use and leverage the Power BI and Excel ecosystem for easy reporting
- Assess dynamic planning with Acterys
2:00 PM – 3:15 PM PDT
EST2214. IRS Update and Dialogue on Estate and Gift Taxes - Form 706 and 709
Lisa Piehl - Invited
- Program Manager, Estate and Gift Tax Policy | IRSLearning Objectives:
- Analyze in the law that impact the filing of estate and gift tax returns
- Recognize developments regarding federal estate and gift taxes
- Interpret transcripts and historical Forms 709 to properly prepare returns
- Determine when and how to request issuance of IRS Letter 627, also referred to as an estate tax closing letter
2:00 PM – 3:15 PM PDT
NAA2216. Employee Benefit Plan Audit Update
Josie Hammond
- National Director of Employee Benefit Plans | RSM US LLPMichael Auerbach
- Chief Accountant | Employee Benefits Security Administration, U.S. DLearning Objectives:
- Determine applicable auditing standards for 2021 audits
- Compare requirements of SAS 136
- Analyze the impact of not yet effective standards on future audits
- Identify resources available
2:00 PM – 3:15 PM PDT
NAA2217. Accounting and Auditing for Digital Assets
Sean Prince
- Partner, National Office | Crowe LLPYoland Sinclair
- Audit Senior Manager | DeloitteLearning Objectives:
- Interpret some of the unique accounting implications for digital assets.
- Recognize some of the unique auditing implications for digital assets.
- Assess current accounting and auditing issues being addressed by the AICPA
2:00 PM – 3:15 PM PDT
PFP2205. Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility
Oscar Vives
- Wealth Planner | PNC Private BankLearning Objectives:
- Identify the various factors that impact safe withdrawal rates.
- Recall strategies that help to increase the initial withdrawal rate.
- Recognize how to improve the sustainability of a retirement portfolio.
- Determine when it is necessary to adjust client spending (and when it is not necessary).
- Apply the dynamic spending strategies and communicate them with clients.
2:00 PM – 3:15 PM PDT
PFP2220. Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events
Patti Clement
- Senior Vice President | HUB InternationalLearning Objectives:
- Recognize how to protect against exposures
- Identify commonly overlooked coverages and critical items
- Recall essential items that homeowners need to be aware of
2:00 PM – 3:15 PM PDT
PST2211. Starting a "Technology Focused" Advisory Practice - Where to Begin
Donny Shimamoto
- Founder and Managing Director | IntrapriseTechKnowlogies LLCElizabeth Mason
- CEO and Founder | High Rock AccountingLearning Objectives:
- Analyze different forms that technology advisory practices can take
- Evaluate a tech and process mindset
- Identify resources available to train yourself and others
2:00 PM – 3:15 PM PDT
PST2212. The “Big Eight”: What Firms Must Have to Create Unity and Success
Gary Thomson
- Managing Partner | Thomson Consulting, LLCLearning Objectives:
- Assess how core values and a performance-based culture drive solutions to the most common issues faced by CPA firms.
- Interpret the connectivity among the "Big Four" issues most commonly faced by CPA firm and empower you to lead in these areas.
- Recognize that an accountability culture as being vital to high performance
2:00 PM – 3:15 PM PDT
TAX2210. Demistyfying Distributable Net Income
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth ManagementLearning Objectives:
- Identify the fundamental of distributable net income, what it is and why it is important.
- Recognize how DNI is allocated between the trust and beneficiaries and the difference for the allocation of DNI for simple and complex trusts.
3:30 PM – 4:45 PM PDT
DCPA2205. Help Clients Gain Better Business Outcomes: Discover the Power of a PEO
Alice Ziegler
- Area Sales Director, PEO | PaychexTo submit a question or participate in polling, click the link above. The COVID-19 pandemic has demonstrated that businesses today are forced to be creative and adapt to constant change, in order to survive. Now, more than ever, your clients require the guidance of their trusted advisor for effective strategies to emerge resilient from challenging times and reach better business outcomes. This is where a Professional Employer Organization (PEO) may help. Attend this webinar and learn how working with a PEO can help your clients attract and retain employees, gain access to robust benefits offering, keep pace with complex regulations and processes, and ultimately have a long-term and profitable business.
Learning Objectives:
- Analyze the return on investment from working with a PEO
- Recall the essential benefits to help improve productivity and profitability
- Estimate the strength and support demonstrated by PEOs during the pandemic
- Recognize common misconceptions
- Compare considerations for determining a great business candidate for a PEO
- Identify resources and consultative opportunities
3:30 PM – 4:45 PM PDT
ENG2220. Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)
Natalie Perry
- Partner | Harrison & Held LLPPaige Goepfert
- Managing Director | AndersenLisa Featherngill
- National Director of Wealth Planning | Comerica BankTo submit a question or participate in polling, click the link above. This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan. The discussion will include an illustration of the family’s current estate plan, potential multi-generational planning strategies, and qualitative issues to explore. The session will include smaller group break out discussions and a larger group debrief.
Learning Objectives:
- Identify both short and long-term estate planning opportunities for clients
- Formulate a strategy for creating holistic and multigenerational client plans
3:30 PM – 4:45 PM PDT
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 ServicesLearning Objectives:
- Identify the giving trends of high-capacity donors and evaluate where the client is at in the philanthropic journey
- Distinguish the phases of the social impact spectrum and how clients can leverage all their do good options
- Compare and contrast how donor-advised funds and private foundations work
3:30 PM – 4:45 PM PDT
ENG2222. Quality Management (NAA, PST)
Ahava Goldman
- Associate Director | AICPASara Lord
- Chief Auditor | RSM US LLPLearning Objectives:
- Analyze the new requirements of the quality management standards
- Apply the new, proactive, risk-based approach to quality management systems within firms.
3:30 PM – 4:45 PM PDT
EST2215. Estate Planning for Private Equity and Opportunity Zone Funds
Joseph Karczewski
- Managing Director | AndersenLearning Objectives:
- Recognize various estate planning approaches for fund managers along with knowledge of the primary benefits and disadvantages of each approach.
- Recall the key valuation drivers of a carried interest for gift tax purposes.
3:30 PM – 4:45 PM PDT
FIN2208. Change Leadership in the 21st Century
David DeFreitas
- Group CFO | CaterpillarLearning Objectives:
- Contrast managing a change with implementing an improvement
- Formulate “improvement” goals that will resonate with employees
- Assess the role communication plays in making or breaking effective change
- Evaluate how situational leadership and displaying strong leadership attributes can inspire your employees to achieve the “improvement” (change) you want to make faster and better
3:30 PM – 4:45 PM PDT
NAA2218. Profits Interests - Special Issues Related to Accounting for Partnerships
Adam Roark
- Director, Assurance Innovation and Methodology | DHGLearning Objectives:
- Distinguish profits interests and articulate key associated terms and common features
- Identify key challenges with auditing profits interests
- Determine whether the compensation arrangement is subject to ASC 710 or 718 in order to correctly classify it
3:30 PM – 4:45 PM PDT
NAA2219. Enhancing Internal Control Assessments: Efficiency, Effectiveness and Compliance
Lynford Graham
- Visiting Professor and Executive in Residence | Bentley UniversityKeith Peterka
- Partner | AnchinWilliam Powers
- Deputy Director (Retired) | PCAOBLearning Objectives:
- Identify the role and significance of internal control assessments through the AICPA Audit Risk Model
- Recognize when controls testing creates efficiencies and what controls to test
- Apply tips for creating efficient and effective assessments
- Determine characteristics of an effective IT audit program and determine how to develop in-house IT audit competency
- Predict solutions to practical implementation hurdles
3:30 PM – 4:45 PM PDT
PFP2222. Social Security with Medicare
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupLearning Objectives:
- Analyze the basics of both Social Security and Medicare so you will understand how both programs work
- Compare case studies in Social Security that will go through various examples of how to analyze and decide the best age to begin benefits for a family situation.
3:30 PM – 4:45 PM PDT
PST2213. SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape
Steven Ursillo
- Partner | National Leader Information Assurance and Cybersecurity | Cherry Bekaert LLPJim Bourke
- Managing Director Advisory Services | WithumSmith+BrownLearning Objectives:
- Determine of the SOC reporting space
- Analyze the differences between different levels and types of SOC reporting
- Distinguish how to get started in this SOC reporting space
3:30 PM – 4:45 PM PDT
PST2214. Navigating the Labor Market to Build Your Team
Jason Blumer
- CEO | Blumer CPAsLearning Objectives:
- Indicate the definition of capacity management, and how to manage the exchange of team labor with client revenue.
- Calculate how to balance the risks of team hiring, or controlling revenue in your firm.
- Compare ideas on how to navigate team labor in this difficult hiring market, and how to lower the risks of team growth.
3:30 PM – 4:45 PM PDT
TAX2208. Ethical Dilemmas in Representation
Megan Brackney
- Partner | Kostelanetz & Fink, LLPLearning Objectives:
- Recall the ethical rules that apply to practitioners who represent clients before the IRS.
- Identify strategies for handling difficult situations with clients who are not compliant.
4:45 PM – 6:00 PM PDT
4:45 PM – 6:00 PM PDT
Speed Mentoring (Pre-Registration Required - On-Site Only)
5:00 PM – 5:25 PM PDT
ENG22EL21. Education Lab #1 (5:00pm) - Pull up a chair — Tax season therapy for your practice health
April Walker
- Lead Manager | AICPABrandon Lagarde
- Director | Postlethwaite & NettervilleDANIEL MOORE
- Owner | D.T. Moore & CompanyTo submit a question or participate in polling, click the link above. Do you still have the post-tax season blues? Struggling to find ways to improve your practice but don't know where to start? Hop into this engaging and fun role-playing session to discuss common practice management dilemmas and potential solutions and resources. Leave your anxiety at the door and get ready to laugh and achieve some practice management zen.
Learning Objectives:
- Identify potential for common practice management struggles that can derail your busy season.
- Recognize ways to mitigate practice issues that crop up with proper planning and key firm management steps.
- Determine how to deal with workload compression, staffing shortages, professional development and more.
- Recall resources available from the AICPA Tax Section to help you run a more efficient practice.
5:35 PM – 6:00 PM PDT
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 AccountantsTo submit a question or participate in polling, click the link above. Let's get familiar with the Private Companies Practice Section (PCPS) of the AICPA! This section is dedicated to providing turnkey firm practice management solutions for a number of key areas. From human capital to technical resources, PCPS provides resources to give you a starting point when tackling your firm's top issues. Join in to learn more about specific resources and PCPS member benefits.
Learning Objectives:
- Analyze PCPS membership
- Identify key PCPS resource examples
Thursday, June 9, 2022
6:00 AM – 7:00 AM PDT
Yoga with Amy Vetter (Onsite Only)
6:30 AM – 8:00 AM PDT
6:30 AM – 1:40 PM PDT
6:30 AM – 4:00 PM PDT
6:45 AM – 7:00 AM PDT
ENGAGE Morning Studio
Join us daily as our host Jill Schlesinger talks about what you can expect at the ENGAGE 2022 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the Studio out to enhance your experience as a virtual attendee!
7:00 AM – 7:50 AM PDT
ENG22SS09. Find the right pricing model for your firm, presented by Xero
Elizabeth Mason
- CEO and Founder | High Rock AccountingLearning Objectives:
- Compare fixed fee, hourly, and value based billing models.
- Identify ideal situations for each billing model.
7:00 AM – 7:50 AM PDT
ENG22SS10. Turbocharge Your Tech Accounting Practice, presented by Zoho Corporation
Val Steed
- Director Accountants | Zoho CorporationLearning Objectives:
- Recognize accounting trends and why firms are moving towards these services
- Identify and implement the best techniques to engage in systems consulting
- Analyze technology tools to add to your offer of a technology stack
- Determine how to expand your Client Accounting Services through Zoho
7:00 AM – 7:50 AM PDT
ENG22SS11. 5 Tips to Impact Your Firm's Bottom Line, presented by CPACharge
Heidi Rogers
- Payments Expert | CPAChargeLearning Objectives:
- Identify quick changes you can make to impact your bottom line.
- Differentiate unique strategies of other successful firms.
- Recognize how small shifts can influence your client satisfaction.
7:00 AM – 7:50 AM PDT
ENG22SS12. The Strategic Vision for Global Payables, presented by Tipalti
Corey Green
- Solutions Consultant | TipaltiLearning Objectives:
- Determine how to shift the current perception of the AP function
- Identify how to create a strategic AP mission and communicate that to clients
- Recognize how to bolster the value of AP within your clients’ organizations
7:00 AM – 7:50 AM PDT
ENG22SS14. Tax Strategies You've Heard of but Didn't Know How to Implement, presented by Credo
DonCarlos Bain
- Credo CFOs & CPAsDaniel Lucas
- President & Founder | Credo CFOs & CPAsLearning Objectives:
- Distinguish high-impact tax strategies that you may have heard of but didn't know how to implement.
- Recall how to proactively offer tax strategy and turn it into your most valuable service
- Determine how to proactively offer tax strategy and turning it into your most valuable service.
- Analyze the system for architecting a blueprint and strategy for your client
- Recognize why it is important to have a strong network of partners, and how to build your network of solution partners
- Identify how to integrate value billing concepts
- Indicate how to use the tax planning process to prepare for the tax preparation process
7:00 AM – 8:00 AM PDT
Topic Driven Networking
8:00 AM – 9:15 AM PDT
DCPA2206. Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape
Mo Huda
- Senior Manager | Moss AdamsJeremiah LaRue
- Product Marketing Manager | CPA.comDiane Yetter
- President and Founder | Sales Tax Institute & Yetter TaxTo submit a question or participate in polling, click the link above. The risks can be severe for businesses who choose to ignore sales and use tax obligations. As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate risk they may have due to sales and use tax exposure. With so many competing priorities, how can your firm provide sales and use tax services efficiently and still deliver value, drive growth, and earn revenue? In this session, we will discuss how your firm can master its sales & use tax strategy to proactively address business clients’ needs. An expert in sales & use tax will provide updates on new tax law and highlight the top areas of vulnerability for businesses and how you as the trusted advisor can offer support. We will then share practice development strategies including the necessary elements to drive your firm’s sales & use tax growth. Bring your questions and expect to leave this session feeling educated and confident in knowing how to master your firm’s sales & use tax strategy of today and tomorrow.
Learning Objectives:
- Recognize current state audit and enforcement trends
- Identify key questions to determine if clients have collection requirements
- Determine consequences of failing to collect sales tax
- Recall sales and use tax service offerings, target client profiles, and outreach
- Analyze client and vendor technology solution pairs to best support your clients
8:00 AM – 9:15 AM PDT
EDGE2208. Transforming a Broken Leadership Model
Sarah Elliott
- Co-founder and Principal | Intend2Lead LLCBrian Kush
- Principal | Intend2LeadLearning Objectives:
- Recognize ineffective leadership strategies and the impact they have in the workplace
- Identify human leadership strengths and how they can be used to transform the workplace
- Determine at least one of your own human leadership strengths and how you will use it in the workplace
8:00 AM – 9:15 AM PDT
ENG2206. Virtual Selling - Becoming a Financial Influencer
Janine Rogan
- Founder | Wealth Building Academy IncLearning Objectives:
- Identify market opportunities to grow your business by leveraging social media (video) tools
- Differentiate yourself as a trusted business adviser to current and future clients
8:00 AM – 9:15 AM PDT
ENG2223. Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
Thalia Smith
- Partner | Deloitte & Touche LLPOkorie Ramsey
- Vice President of Sarbanes/Oxley (SOX) | Kaiser PermanenteGuylaine Saint Juste
- President & CEO | NABALearning Objectives:
- Identify skillsets to help you listen with intention.
- Recognize how making socio-capital deposits among colleagues can cultivate trust.
- Recall when you may be making triggering comments and how to avoid them.
8:00 AM – 9:15 AM PDT
FIN2209. Economic Outlook
Thomas Jalics
- Chief Market Strategist | Fifth Third BankLearning Objectives:
- Recall the tailwinds propelling economic growth
- Distinguish the risks associated with inflation and labor shortages
- Identify the driving factors causing the Federal Reserve’s recent actions.
- Recognize the forces driving current domestic inflation readings
8:00 AM – 9:15 AM PDT
PST2216. Tech Update 2022 | preceded by the AICPA Technology Advisory Standing Ovation Awards
Randolph Johnston
- Founder | Network Management Group, Inc.Learning Objectives:
- Identify key technologies to implement in your business and personal life
- Compare examples of emerging technologies that will affect the accounting profession
8:00 AM – 9:15 AM PDT
PST2217. Small Firm Succession - Are you ready for the next wave of M&A
Terrence Putney
- Partner | Whitman Transition AdvisorsAMBER GOERING
- President | Goering and Granatino, P.A.Carl Peterson
- VP - Small Firm Interests | AICPALearning Objectives:
- Distinguish what firms should do to prepare for succession
- Recognize what acquiring firm values when merging in a smaller firm
- Identify Top 10 M&A issues - how to identify before they become issues
- Indicate what firms are doing to become an attractive merger candidate
8:00 AM – 9:15 AM PDT
TAX2212. S Corp update, following the presentation of the Sid Kess Award for Excellence in Continuing Education
Kerry Mulcahy
- Partner | Citrin CoopermanJoe Bublé
- Partner | Citrin CoopermanTo submit a question or participate in polling, click the link above. Learn about the latest law changes, cases and rulings affecting the taxation of S corporations.
Learning Objectives:
- Recall the latest changes.
- Recognize how with proper tax planning to take advantage of certain changes or how to avoid the pitfalls.
9:30 AM – 10:45 AM PDT
DCPA2203. Evolving the Client Experience around Audit
Kyle Silverman
- Head of Ecosystem | CaseWare InternationalKarl Busch
- Senior Director - Product Management - Dynamic Audit Solution | AICPAKalil Merhib
- Vice President, Growth & Professional Services | CPA.comTo submit a question or participate in polling, click the link above. This session focuses on how firms can explore ways to innovate their approach to client collaboration and interaction throughout the audit process.
Learning Objectives:
- Recognize how client expectations will change with a data-driven audit
- Identify how to improve auditor-to-client collaboration, communication, and visibility throughout the audit process
- Indicate what opportunities will exist to identify potential opportunities for additional services
- Estimate how data analytics will drive greater insights for auditors to share with audit clients
9:30 AM – 10:45 AM PDT
EDGE2209. The Four Most Important Words in Leadership
Rebekah Brown
- Director of Development | The Maryland Association of CPAsLearning Objectives:
- Recognize why collaboration is important to engaging team members
- Determine the principles of collaboration and facilitation
- Apply facilitation techniques into practice
9:30 AM – 10:45 AM PDT
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 UniversityKassi Rushing
- Director, Organizational Strategy & Employee Development | Blue HenJeannine Brown
- Chief Executive Officer | Everyday Organizational DesignsLearning Objectives:
- Recognize the toll the pandemic is playing on the women in the workplace.
- Assess and interpret data to understand the full impact of the increase in women leaving the workforce.
- Identify tips for providing more flexibility and retaining employees, particularly women.
9:30 AM – 10:45 AM PDT
FIN2210. SEC & US GAAP Update
Eliot Powell
- Capital Markets and Accounting Advisory Services - Director | PWCLearning Objectives:
- Recognize accounting and financial reporting impacts resulting from recent SEC rulemaking and policy changes
- Distinguish accounting and financial reporting impacts resulting from recent FASB standard setting
- Identify proposed future rulemaking and standard setting that may become effective in the future
9:30 AM – 10:45 AM PDT
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 InstituteAmy Radin
- Independent Director, Growth Advisor, Award Winning Author | Pragmatic Innovation PartnersLearning Objectives:
- Apply actionable advice and tools for finance and accounting pros to apply in their organizations
- Identify how xFP&A can be used to expand the value created by the Finance team
9:30 AM – 10:45 AM PDT
PST2219. Starting Your Own Firm - The "Must Have" Technology Stack
Brian Tankersley
- Director, Strategic Relationships | K2 EnterprisesLearning Objectives:
- Recognize the difference in client-server, remote desktop, and cloud-based deployments of applications
- Identify at least three platforms for managing digital client requests and interactions
- Distinguish the differences between a “best in breed” versus an application suite strategy
9:30 AM – 10:45 AM PDT
PST2220. Top 5 Partner Compensation Mistakes – and How to Fix Them
Kristen Rampe
- Managing Principal | Rampe ConsultingLearning Objectives:
- Determine five top partner compensation mistakes and outdated practices that keep firms fighting about what’s not fair in their income allocation.
- Analyze partner compensation systems that can positively impact partner performance, and cascade to your high-potential professionals.
- Identify modern updates you can make to use your compensation system to improve your bottom line
9:30 AM – 10:45 AM PDT
TAX2204. Federal Tax Policy Update: Politics, Proposals and Prospects
Jeff Kummer
- Managing Director | Deloitte Tax LLPLearning Objectives:
- Analyze update on the current status of the legislative process and what tax proposals may be on the table
- Evaluate the upcoming November 2022 elections and how the outcome of those elections could affect tax policy.
9:30 AM – 10:45 AM PDT
TAX2206. A Conversation About IRS Audits of High Wealth Individuals and their Related Entities
Spencer Paul
- Tax Senior Manager | DeloitteDebra Estrem
- National Director, Tax Controversy | Deloitte TaxLearning Objectives:
- Indicate awareness about current IRS approaches to auditing high wealth individuals and their related entities.
- Identify the challenges faced by the IRS during the pandemic and appropriate responses.
10:45 AM – 11:25 AM PDT
11:11 AM – 1:11 PM PDT
Accounting Extravaganza - Exhibit Hall
11:15 AM – 12:30 PM PDT
EDGE2210. Innovation Lab: How to Prototype Your Firm’s Future
Matt Rampe
- Principal | Rampe ConsultingLearning Objectives:
- Recognize the framework of Stanford’s famous Design Thinking innovation process and why it matters to CPAs
- Apply Design Thinking to a common CPA firm problem in session
- Identify how to bring this back to your firm so you can solve your most pressing problems
11:15 AM – 12:30 PM PDT
FIN2211. Agile Finance Transformation Success and Lessons Learned
Eric Kinnoin
- Senior Vice President of Finance | OracleLearning Objectives:
- Recall the key pillars of an agile finance operating model.
- Identify how to flip your finance function from reactive scorekeeper to value partner, driving strategy with insights and efficiencies.
- Recognize the technologies that are dramatically shrinking timelines, improving accuracy, and enhancing employee satisfaction.
11:15 AM – 12:30 PM PDT
FIN2212. CFO Guide to People & Performance Optimization
Terrell Turner
- Managing Partner | TLTurner GroupChris Ortega
- CEO | Fresh FP&ALearning Objectives:
- Identify People & Performance 30, 60 and 90 strategies
- Apply People Scorecard for implementing
- Formulate understanding on why balancing people & efficiency matters
11:15 AM – 12:30 PM PDT
PST2222. Technology's Role in a CPA Firm Merger
Amanda Wilkie
- Consultant | Boomer Consulting, Inc.Learning Objectives:
- Recognize technology related questions you should ask in preparation for the rapid growth of your firm
- Interpret strategies for integrating multiple technology platforms
- Evaluate ideas for leveraging technology to build culture throughout your firm
11:15 AM – 12:30 PM PDT
PST2223. Taking Your Office 365 ROI to the Next Level
John Higgins
- Strategic Technology Advisor | CPA Crossings, LLCLearning Objectives:
- Distinguish specific opportunities to optimize the utilization of the entire Office 365 ecosystem of apps in your firm.
- Differentiate the unique capabilities of various Office 365 apps to increase the productivity of your staff.
11:15 AM – 12:30 PM PDT
PST2227. Improving Firm Profitability
William Pirolli
- Chair, AICPA and Vice-Chair, AssociationLearning Objectives:
- Identify how to Increase profitability
- Recognize the power of leverage
- Recall the importance of client selection
- Determine billing and collection best practices
- Analyze Latest MAP survey results
11:15 AM – 12:30 PM PDT
TAX2205. Is your Tax Manager an asset or a liability?
Jacob Bitz
- Senior Accountant | Boyum Barenscheer, PLLPDrew Wolf
- Senior Accountant II | Boyum Barenscheer, PLLPChris Wittich
- Partner | Boyum Barenscheer, PLLPLearning Objectives:
- Identify success metrics for good management practices
- Recall important takeaways, best practices and lessons learned from different levels within a firm
11:15 AM – 12:30 PM PDT
TAX2207. Global Investing and Information Reporting for High Net Worth Individuals
Chaya Siegfried
- Lead, International Business Tax Services | WithumLearning Objectives:
- Recall the most common International Information Returns filed by High Net Worth Individuals
- Recognize the penalties for failure to file
- Identify the options to remedy non-compliance
12:40 PM – 1:40 PM PDT
12:40 PM – 1:40 PM PDT
The Feud
1:30 PM – 2:45 PM PDT
DCPA2207. How to Price and Position FP&A Services
Adam Hale
- Partner, COO | Summit CPA Group: A Division of Anders CPAs + AdvisorsMike Triantos
- Head of Partnerships | JiravAshley Doyen
- CAS Product Account Manager | CPA.comRobin Thieme
- Founder, CEO & CAO (Chief Anticipation Officer) | KBS CFO, LLCChris Gallo
- State & Local Tax Director | BerganKDVTo submit a question or participate in polling, click the link above. Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering. In this session, we’ll discuss how to effectively price and position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.
Learning Objectives:
- Assess the value that FP&A technology and services add to CAS practices
- Determine whether a client is ready or not ready for FP&A services
- Evaluate options to solve client problems with FP&A services and software solutions
- Recognize effective approaches to pricing & positioning FP&A services
1:30 PM – 2:45 PM PDT
EDGE2211. Building Positive Relationships to Create Effective Teams
Brent Forbush
- Partner | Forbush and AssociatesLearning Objectives:
- identify individual caring skill habits that will help build effective teams
- Indicate process oriented habits that will help build effective teams
- Determine trust and roles responsibilities that will help build effective teams.
1:30 PM – 2:45 PM PDT
FIN2214. Social Intelligence
Paul Leroue
- Principal/CMO | WipfliLearning Objectives:
- Recall the basics of social intelligence
- Recognize how social and emotional intelligence link together in rounding out your leadership style
1:30 PM – 2:45 PM PDT
PST2224. The Mobile CPA / What's In My Bag?
Marc Staut
- Chief Innovation & Information Officer | Boomer Consulting, IncLearning Objectives:
- Identify practical technology you can deploy today
- Recognize what technologies are coming soon that may impact your technology strategy
1:30 PM – 2:45 PM PDT
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 OfficerLearning Objectives:
- Select a plan for super-serving clients and uncovering opportunities to better serve them using tools and techniques to set you and your firm apart from the competition
- Determine why clients buy and why they remain loyal
- Analyze the concept of the Value Ladder and ways to climb the ladder with clients
1:30 PM – 2:45 PM PDT
TAX2201. General Business Tax Update
Tony Nitti
- Partner - National Tax | EYLearning Objectives:
- Identify legislative and regulatory tax developments for S corporations and partnerships.
- Analyze Tax Court decisions and IRS rulings that could affect your business clients.
1:30 PM – 2:45 PM PDT
TAX2214. Real Estate Tax: Taxation of Real Estate Professionals
Annette Nellen
- Professor | San Jose State UniversityLearning Objectives:
- Identify the benefit real estate professionals might obtain for their rental real estate activities.
- Recognize how regulations issued in 2020 and 2021 clarify terms used at §469(c)(7).
- Apply planning and due diligence considerations to the §469(c)(7) real estate professional rule.
3:00 PM – 3:50 PM PDT
FIN2215. Culture as a Competitive Advantage
Paul Leroue
- Principal/CMO | WipfliLearning Objectives:
- Assess the key foundational pieces that can differentiate your culture and help with engagement
- Evaluate the playbook that can be help recruit and retain top talent
3:00 PM – 3:50 PM PDT
PST2226. Current State of Mergers and Acquisitions in the Profession
Allan Koltin
- CEO | Koltin Consulting GroupLearning Objectives:
- Apply a better understanding of the current M&A activity and impact in the profession.
- Distinguish what you need to consider when contemplating M&A as a strategy.
3:00 PM – 3:50 PM PDT
TAX2215. Best Tax Ideas Panel
Martin Finn
- Partner | Lavelle and Finn, LLPJordon Rosen
- Director | BLS CPAAnnette Nellen
- Professor | San Jose State UniversityJulie Welch
- Shareholder and Director | Meara Welch Browne, P.C.Learning Objectives:
- Recall many of the important planning ideas based on both current and pending legislation.
- Distinguish what other advisers are doing to help their clients.
- Identify a variety of strategies you can take away and implement immediately with your clients.