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Saturday, June 4, 2022

12:30 PM – 2:35 PM PDT

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

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Michael Goodman

- President | Wealthstream Advisors, Inc.

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

To submit a question or participate in polling, click the link above.

There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice and your clients. A panel of successful practitioners in the most common business models in the CPA profession will share how they built their practice to provide the highest value for clients while also running a successful business. This session will cover the following topics:

 Introduction of the panelists

The benefits, challenges and best practices of the various business models — helping you identify the best structure for your practice and clients

The economics behind getting this service off the ground and what to expect in terms of revenue along the way

How they charge for these services and compensate partners and staff

How they converted tax clients into PFP clients

The psychological side of providing these services 

How and why they chose their investment business model and how they successfully implemented their strategy

How to seamlessly integrate the CPA and RIA sides of the business

How they manage resource needs, including staffing and outside experts

Options for gaining help from 3rd parties (RIA firms, and other advisors) to assist in your efforts

Increasing the value of your practice by adding financial planning - succession plan/future sale

Growing your business through marketing

Holding effective virtual client meetings


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

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 Group

Susan Tillery

- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Michael Goodman

- President | Wealthstream Advisors, Inc.

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

To submit a question or participate in polling, click the link above.

Continuation of Part I


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

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 Accountants

Thomas Tillery

- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.

To submit a question or participate in polling, click the link above.

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS!


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, LLC

Ellen Bruno

- President | Compliance Advisor Professionals,LLC

Dirk Edwards

- Partner | Edwards Bradley PC

To submit a question or participate in polling, click the link above.

Determine whether you have or will cross the line when providing investment advice, so you know when or if to register as an investment adviser

Investment advisory business model options and pros and cons of each

Registration process

Regulatory oversight

Compliance programs

Determine whether you will cover your compliance needs or outsource

Hot topics (social media rules, custody, etc.)

Protecting your practice with insurance

Q&A


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

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 Accountants

Thomas Tillery

- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.

To submit a question or participate in polling, click the link above.

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS!


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, LLC

Thomas Tillery

- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.

To submit a question or participate in polling, click the link above.

Review engagement activities as defined by the Statement on Standards in Personal Financial Planning Services, No. 1

Discuss methods to identify your ideal client and secure the PFP engagement

Determine how to price the PFP engagement

Walk through how to structure typical client meetings included in the PFP engagement:

Initial complementary consultation and data gathering

Creation of Statement(s) of Financial Position and Cash Flow

Estate planning

Risk management planning

Investment planning

Retirement/Financial independence planning

Planning for ancillary services like education and elder planning


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 Accountants

Thomas Tillery

- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.

To submit a question or participate in polling, click the link above.

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS!


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 Group

Susan Tillery

- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Michael Goodman

- President | Wealthstream Advisors, Inc.

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

To submit a question or participate in polling, click the link above.

GROUP 1: 

DIRK EDWARDS, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR - Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services

SUSAN M. TILLERY, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA - Fee-for-service integrated financial planning without asset management or product sales who builds a team of advisers and offers a multi-family office approach

BROOKE SALVINI, CPA/PFS, Principal, Salvini Financial Planning, San Luis, Obispo , CA - Registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning 

GROUP 2:

SCOTT SPRINKLE, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO -  Family office/high-net-worth client model providing tax, financial planning and investment advisory services with fee-only compensation

DAVID STOLZ, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA - Registered investment adviser firm that offers fee-only, hourly and retainer financial planning and asset management with a focus on high-net-worth couples and divorcees 

GROUP 3:

JEAN-LUC BOURDON, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA - Fee-only independent firm affiliated with a Turnkey Asset Management Provider (TAMP) offering financial planning and investment management services

THEODORE SARENSKI, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, Capital One, Syracuse, NY -  Experience selling a business and providing PFP services in multiple firms with a fee-only focus on investment management and financial planning

MICHAEL GOODMAN, CPA/PFS, CFP, President, Wealthstream Advisors Inc., New York, NY - Fee-only investment advisory and financial planning practice with experience significantly growing firm


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

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 Accountants

Thomas Tillery

- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.

To submit a question or participate in polling, click the link above.

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS!


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 Group

Mark Astrinos

- Principal & Founder | Libra Wealth

To submit a question or participate in polling, click the link above.

Three graduates will share their stories of progress since completing the workshop.


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

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 Accountants

Thomas Tillery

- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.

To submit a question or participate in polling, click the link above.

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS!


Learning Objectives:

  • Determine which types of financial plans will best suit the fact patterns of each case.
  • Apply concepts from the PFP Body of Knowledge to solve the case studies.

1:55 PM – 3:30 PM PDT

PFP22101B5. Effectively Communicating with Your Clients

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Michael Goodman

- President | Wealthstream Advisors, Inc.

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

To submit a question or participate in polling, click the link above.

Through real-life client scenarios, you will learn how to best communicate with clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.


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

2:00 PM – 4:00 PM PDT

AICPA & CIMA Give Back - Community Service Activity

The Association in partnering with the Nevada Partnership for Homeless Youth [https://nphy.org/] to create 500 sunshine kits and 500 hygiene kits for the young people experiencing homelessness in the Las Vegas community.

3:00 PM – 4:40 PM PDT

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

To submit a question or participate in polling, click the link above.

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS!


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 Group

Susan Tillery

- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Michael Goodman

- President | Wealthstream Advisors, Inc.

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

To submit a question or participate in polling, click the link above.

This final session will offer practical advice from the experts and will help you take the next steps based on what you have learned over the past two days, including:

Resources, tools and learning integral to success

Pressure points to be aware of as you make decisions forward

Action steps to create and stay on track with your game plan 

Their one best piece of advice


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

4:00 PM – 5:00 PM PDT

ENGAGE - How it works

To submit a question or participate in polling, click the link above.

Get a behind-the-scenes view, advice and tips on how to best navigate ENGAGE 22 directly from the ENGAGE committee chairs and AICPA & CIMA staff. We’ll review the agenda, hotel layout, networking opportunities, exhibit hall and more. Stay to mingle and network.

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 University

Jill Schlesinger

- Business Analyst | CBS News

To submit a question or participate in polling, click the link above.

Mike “Coach K” Krzyzewski is a Naismith Hall of Fame coach, a five time national champion at Duke, and a six time gold medalist as head Coach of the US Men’s National Basketball Team. Join Coach K and CBS News Business Analyst Jill Schlesinger for a discussion focusing on techniques for consistently building a winning team, being prepared for change and achieving success in today’s uniquely challenging business world. As a coach, Krzyzewski’s strength has been to instill motivation with the goal of having every individual in a positive state of mind, utilizing abilities to their fullest, and not afraid to fail. Coach K will share insights he’s gained as a successful leader of teams experiencing turnover as the norm as well as his work as executive-in-residence with Duke University’s Fuqua School of Business, and the recently established The Fuqua/Coach K Center of Leadership & Ethics.


Learning 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.com

To submit a question or participate in polling, click the link above.

The Association and CPA.com launched a shark-tank style startup accelerator five years ago focusing on Accounting, Finance & Regulatory tech solutions. Its purpose is to foster innovation and assist emerging technologies to better understand and service the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric services. In this session, you will hear about trends in FinTech and ESG developments – and meet the startup companies that represent the 2022 cohort. 


Learning 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 LLP

To submit a question or participate in polling, click the link above.

This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.


Learning 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 Accountants

To submit a question or participate in polling, click the link above.

The business environment is complex and evolving more rapidly than ever. A world-wide pandemic has required us to work differently, accelerated our adoption of technology by years and injected new risks and opportunities into the system. In order to position ourselves for success, we must understand prevailing environmental trends, how they impact what we do as assurance providers, and the opportunities they present.


Learning 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 Management

Jill Schlesinger

- Business Analyst | CBS News

To submit a question or participate in polling, click the link above.

Understand the current state of and outlook for growth, employment, profits, inflation and interest rates, as well as what it means for the capital markets.


Learning 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.com

Charles Groome

- VP of Marketing | Biz2Credit

To 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 LLP

Paula Goodwin

- Partner | Perkins Coie LLP

To submit a question or participate in polling, click the link above.

Understanding what is community property is key to helping a married client with their planning goals and objectives. Although community property predominantly exists in 11 states, many clients move in and out of these states and bring their community property with them. Many of the non-community property states (or common law states) have laws that address community property brought to their state. This course will explain: (1) how assets obtain their classification as community or separate property, (2) what presumptions and rules are applied in classifying an asset as community property or separate property, (3) the significance of methods of holding title in determining whether an asset is community or separate property, (4) how agreements between spouses impact these classifications (5) the consequences of moving to or from a community property state and (6) the impact of community property on income taxes and transfer taxes.


Learning 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, LLP

To submit a question or participate in polling, click the link above.

After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. Specifically, this session will include the following:

A review of how the new regulations are structured

Flowcharts to distill the new rules to common practical situations

Nuisances to the new 10-year rule

Planning for the surviving spouse

Planning to capture the exceptions to the new 10-year rule


Learning 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 | IFAC

To submit a question or participate in polling, click the link above.

This session covers frequently asked A&A questions asked by AICPA members through their technical hotline and CPEA in the areas of accounting, financial reporting, audit, compilation, and review engagements, with a focus on private company issues.


Learning 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 LLP

Jim Brackens, Jr.

- Vice President of Ethics and Practice Quality | AICPA

To submit a question or participate in polling, click the link above.

Auditing remotely is quickly becoming the new normal. Join this session for practical considerations when conducting your audits remotely. From evaluating internal controls and identifying fraud risks to observing inventory counts and considering the authenticity of client records, we've got you covered.


Learning 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 | BDO

Toni Lee-Andrews

- Director - Professional Ethics | AICPA

To submit a question or participate in polling, click the link above.

This session will provide attendees with an update on recent changes to the AICPA Code of Professional Conduct as well as current and planned projects of the Professional Ethics Executive Committee. Recent revisions to the SEC independence rules will also be highlighted.


Learning 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.

To submit a question or participate in polling, click the link above.

A Long-term care insurance contract is an important risk management tool in the personal financial planning process. The contract provides benefits in the event of a future need for a nursing home, assisted living facility, or home health care. Hybrid long-term care insurance, which is also known as asset-based long-term care insurance, consists of a life insurance or annuity contract, with long-term care benefits as part of the contract.


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 Group
As baby boomers and other business owners face issues of aging, health concerns and the desire to retire, what is to be done with the business? Will family members step in to take over? Is there liquidity to address possible transfer tax issues? If no interested family members, are there potential buyers that should be addressed? What are the goals of the business owner? What are special succession planning challenges facing owners in different professions? This Program will address a wide range of planning concerns that must be faced from both a tax and a non-tax perspective. Special attention will be paid to transferring professional practices, such as accounting., medicine and law.

Learning Objectives:

  • 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.
  • Identify the challenges to be faced when advising clients about business succession planning.

11:15 AM – 12:05 PM PDT

PFP2204. 2022 Strategic and Tactical Themes

Robert Montella

- Senior Strategist | Goldman Sachs

To submit a question or participate in polling, click the link above.

This session will cover the practice and business management strategies and tactics that top advisory practices around the world are focused on for the remainder of 2022 and beyond. Goldman Sachs' Business Strategy team is a global consulting business that works with top retail wealth management firms around the "business of running the business." This session will focus on the often over-looked and under-values tactics that actually move the needle. Areas to be discussed will include: Growth Work (team and leadership) Digital Strategy Advice and Service Delivery


Learning Objectives:

  • Analyze and be able to articulate the forward-looking trends in our industry
  • Identify immediately implementable steps to build initial momentum

12:00 PM – 12:30 PM PDT

Live Interview in the Engage Studio

To submit a question or participate in polling, click the link above.

Join Jill Schlesinger as she interviews Kimberly Ellison Taylor in the ENGAGE 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 Group

To submit a question or participate in polling, click the link above.

12:05 PM – 1:30 PM PDT

12:05 PM – 1:30 PM PDT

Virtual Caricatures

One of our most popular experiences from previous years is back! Time to get yourself animated. Do you need a new fun drawing of yourself? Look no further.

12:30 PM – 1:30 PM PDT

Virtual Jeopardy

Ready to show off your smarts? This is your chance! Don’t miss the chance to buzz in all the way to the top of the leaderboard to win some fantastic prizes! You may even win yourself a free conference registration.

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 LLP

To 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

Rebecca (Becky) Sproul

- Partner | KPMG

Alfred Ko

- Partner | RSM US LLP

Ken Bouyer

- Americas DEI Recruiting Leader | EY

Kimberly Ellison-Taylor

- ASEC Member and CEO | KET Solutions, LLC

To submit a question or participate in polling, click the link above.

Join us to hear insights from diverse (in background and role) leaders from within the accounting profession who will explain how to make investments in a diverse talent, as well as in creating an inclusive workforce to increase your pipeline and retention rates to expand leadership representation.


Learning Objectives:

  • Identify strategies for creating an equitable and inclusive workforce.
  • Formulate ideas for how to increase workforce retention.
  • Recognize tactics on how to improve current recruiting practices to build a more diverse pipeline.

1:30 PM – 2:45 PM PDT

EST2204. Legislation and Regulation Updates

Robert Keebler

- Partner | Keebler and Associates, LLP
The failure to pass significant partisan legislation 2021 surprised us all. However, the Democrats remain likely to capture the moment. They last controlled the House, Senate and the Presidency in 2009-2010 and 1993-1995 before that. This session will focus on the latest proposed changes (or legislation) and planning ideas.

Learning 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 LLP

Jennifer Burns

- Chief Auditor | AICPA

To submit a question or participate in polling, click the link above.

The AICPA Chief Auditor and the Immediate Past Chair of the Accounting and Review Services Committee (ARSC) will discuss recently issued standards for audits and attestation engagements and recent activities of the ARSC for reviews, compilations and financial statement preparation engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). The discussion will also include the Auditing Standards Board and ARSC's active agendas including ongoing efforts to modernize auditing and attestation standards, enhance outreach to stakeholders regarding proposed standards and post-implementation reviews of issued standards. This session will feature a discussion of the current status of the projects to: Revise the quality control standards and make narrow revisions to auditor/accountant communications regarding NOCLAR.


Learning 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, LLC

To submit a question or participate in polling, click the link above.

Have you ever dreamed of creating a self-managing practice? If leading an efficient and effective team of professionals that allow you the opportunity to focus on value-creation for your clients is your ultimate goal, you must create systems to help you achieve exponential growth. This session will provide participants the opportunity to learn and implement practical systems that will allow greater control of your time to focus on those areas that drive the greatest value in the marketplace. You will gain ideas, strategies and tactics from this session that will immediately aid you in taking control of your practice and designing a future that provides greater freedom to live life by your design. The speaker will share systems that have created a highly profitable and efficient business that allows him to achieve outstanding growth while continuing to enjoy significant time traveling and spending time with family.


Learning 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 Investments

Robert Worthington

- Managing Director and Head of Independent Wealth Solutions | iCapital

To submit a question or participate in polling, click the link above.

Many financial planning practitioners handle investment strategy for clients as well, but do not use private alternative investments as part of their investment strategy. In this session, we will explore options (some old, some new) available to financial planners in the alternative investment space. We will plan to dig into some common misconceptions about the often misunderstood private alternatives asset class, and help attendees better understand the risk, and pros/cons of various options available to them to incorporate use of alternative investments into their practices.


Learning 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. Tax Update

Jeffrey Levine

- Lead Financial Planning Nerd | Kitces.com

To submit a question or participate in polling, click the link above.

This presentation will focus on the most up-to-date tax information at the time of the conference.


Learning Objectives:

  • TBD - Presentation will be based on the most up-to-date Tax information at the time of the conference.
  • Tax Update

3:00 PM – 4:15 PM PDT

ENG2204. From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action

Wynde Jones

- Owner | The Jones Agency

Nick Moore

- Senior Manager, LGBTQ+ Initiatives Committee Co-Chair | Grant Thornton LLP

Ozoemena Nnamadim

- Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair | Deloitte & Touche LLP

To submit a question or participate in polling, click the link above.

Join us to hear the Co-chairs of the AICPA LGBTQ+ Initiatives committee give an overview of the strategic initiatives, as well as the mission and vision of the committee. During this session you will also hear about a new resource that Dr. Jones assisted the committee in creating, which will aid your understanding of the importance of being an advocate to your LGBTQ+ workforce and community, and provide actions to leverage on your inclusiveness journey.


Learning 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 LLP

Irene Estrada

- Managing Director | PwC

To submit a question or participate in polling, click the link above.

Presenters will discuss the US income tax and transfer tax implications for non-US persons buying U.S. real estate or securities and the most tax efficient structures to consider. Will also discuss planning related to leaving assets to US beneficiaries.


Learning 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, LLC

CAROL HARRINGTON

- Senior Counsel | McDermott Will & Emery LLP

To submit a question or participate in polling, click the link above.

The current generation-skipping transfer tax has been a part of our transfer tax system for over 30 years and yet it is still a topic that confounds many advisers. Each taxpayer may allocate GST exemption to gifts made during life or at death. The GST exemption also may be automatically allocated if the taxpayer does not elect out of the automatic allocation rules, which are complex. We will explain the rules for automatic and manual allocation on gift and estate tax returns, common return preparation problems and mistakes, and possible options to address prior mistakes. Learn about some GST exemption basics and practical tips, as well as about some common errors and misconceptions that advisers should know about regarding allocation of GST exemption.


Learning 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 | DHG

Thomas Groskopf

- Technical Director - Center for Plain English Accounting | AICPA/Barnes, Dennig & Co., Ltd

Charles Landes

- Distinguished Fellow- Center for Plain English Accounting | AICPA, retired

To submit a question or participate in polling, click the link above.

Risk assessment is at the core of every audit and recently issued SAS 145 introduces new and enhanced requirements related to the identification and assessment of the risks of material misstatement. Join three of the profession’s leading voices, Tom Groskopf, the technical director for the AICPA’s Center for Plain English Accounting and Director at Barnes Dennig, Chuck Landes, retired AICPA V.P. of Auditing Standards and author of the new AICPA’s Risk Assessment Guide, and Liz Gantnier, Partner at DHG Audit Innovation & Methodology, as they provide practical advice on scaling the new risk assessment requirements to smaller firms. Also, the presenters will preview what to expect in the new Guide, which the CPEA is advising on. Come learn what’s new about SAS 145 and get all your implementation questions answered by these experts.


Learning 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 Thornton

To submit a question or participate in polling, click the link above.

This last year has been one of the most challenging ever for single audits due to the significant influx of federal funding emerging from the COVID-10 pandemic. There will be many of the same types of challenges to address in the coming year. This session will provide an overview of what is happening in the single audit arena. You will learn about:

COVID-19 funding nuances and related single audit implications;

Key information in the OMB Compliance Supplement;

The latest Uniform Guidance and single audit developments;

News from the Governmental Audit Quality Center; and

The single audit landscape looking forward


Learning 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 Partners

To submit a question or participate in polling, click the link above.

In recent years, US stocks have far outperformed international stocks and growth stocks have far outperformed value stocks. That has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. This session covers how practitioners should respond when a strategy performs poorly.


Learning 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 Counsel

Claire Gallant

- Managing Advisor | Commas

To submit a question or participate in polling, click the link above.

In this session, we'll show you powerful tools to automate tedious back-office tasks and free up your time. No technical expertise needed! We'll help you: reimagine and optimize how your practice operates, automate client tracking and insights so you can deliver an exceptional client experience at scale, and free up your time to focus on building meaningful relationships with your clients. We will incorporate a live demonstration of our automations to show you how easy it is to start building!


Learning 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 | PGIM

To submit a question or participate in polling, click the link above.

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. This presentation explores why financial planners need to consider guaranteed income more fully, since doing can have significant implications on optimal investing and spending strategies. Topics about guaranteed income discussed include: its role on the balance sheet, its impact on portfolios, how it effects optimal spending strategies, and why it's worth more than other assets, especially today.


Learning 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

ENG22EL2. Education Lab #2 - (4:30pm)

To submit a question or participate in polling, click the link above.

4:30 PM – 5:20 PM PDT

ENG22EL3. Education Lab #1 (4:30pm) - The AI Revolution and its Impact on Accounting, presented by Botkeeper

Enrico Palmerino

- CEO and Founder | Botkeeper

To 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 #1 (T 4:30) All in One vs. Best in Breed - Demonstration, presented by Advyzon

Matt Braatz

- Senior Vice President | Advyzon

To 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 #2 (M 5:05pm) - ESG & ASC: Little Letters, Big Opportunity for Accounting Tech Innovation, presented by Trullion

Isaac Heller

- Co-founder & CEO | Trullion

To 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 | Auvenir

Eric Barsky

- Senior Product Manager | Auvenir

To submit a question or participate in polling, click the link above.

It’s time to discover the benefits of using a cloud-based audit and assurance solution. Auvenir provides an enhanced client experience, by simplifying and streamlining the audit, review, compilation and preparation process within a single intuitive solution. Join our team for a demonstration to discover why it's time to leverage the best of today's technology to create a better engagement experience for practitioners and clients.

5:40 PM – 6:05 PM PDT

ENG22EL05. Educ Lab 1 (5:40)Adding the PFS credential as an experienced CPA, presented by the AICPA PFP Section

Oscar Vives

- Wealth Planner | PNC Private Bank

Daniel Snyder

- Director - Personal Financial Planning (PA) | Association of International Certified Professional Accountants

To 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 #2 (5:40pm) - Simplify Management of Your IT without Sacrificing Security, presented by Dell

Justin May

- Field Marketing Manager | Dell

To 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. Educ Lab 08 (6:15)Increase Your Value as a Client Advisor, presented by Wolters Kluwer

Colleen Knuff

- Vice President of Audit Product Management | Wolters Kluwer

To 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.

6:15 PM – 6:40 PM PDT

ENG22EL7. Education Lab #1 (6:15pm)

To submit a question or participate in polling, click the link above.

6:15 PM – 6:40 PM PDT

ENG22TD8. Tech Demo #2 (6:15pm)

To submit a question or participate in polling, click the link above.

Tuesday, June 7, 2022

6:00 AM – 7:00 AM PDT

Yoga with Amy Vetter

Join Amy Vetter on the Ironwood Terrace to kickstart your day with yoga. Please bring a towel or yoga mat!

6:30 AM – 8:00 AM PDT

6:30 AM – 7:00 AM PDT

Focus and Center Meditation

Guided relaxation techniques to calm and reset. Perfect for your morning to start the day!

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 Accountants

To submit a question or participate in polling, click the link above.

The CPA profession played a critical role in helping taxpayers secure valuable tax stimulus incentives during the pandemic. Learn how traditional tax firms are updating their services to lead with tax advisory services and proactive tax saving strategies. Get the latest tax advisory benchmarks to see how you compare to peers and GET A SNEAK PEEK AT THE TOOLS THAT WILL TRANSFORM YOUR PRACTICE to lead with tax advisory and showcase your expertise.


Learning Objectives:

  • Identify opportunities to communicate proactive tax savings strategies for clients using tools from Intuit
  • Recall effective approaches to positioning, delivering and communicating tax advisory services
  • Compare how other CPA firms are delivering tax advisory services
  • Recognize current trends that position CPA firms as trusted tax advisors

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 Kluwer

To submit a question or participate in polling, click the link above.

The next exciting frontier for auditors is data-driven auditing, which goes beyond just data analytics. It's about leveraging data throughout th entire audit process, including ingesting data from outside sources, leveraging the data created when performing audits, and visualizing that data for better sense of data connections - like how risk connects to procedures and whether we're over/under auditing. Seeing those relationships, not just in an index file but visually on-screen, is the biggest change coming the audit profession. The challenge for firms that continue their traditional approach to auditing is they will find themselves boxed out as firms who do adopt a data driven approach will be more efficient, provide better insights back to their clients, and be a more attractive option when it comes to finding and retaining talent. During this 50-minute solution session, we’ll discuss: 

Similarities and differences that matter between a data-driven audit and traditional auditing. 

The downside to your audit workflow, and you firm, if you wait too long to implement change. 

What innovative technologies are here, or coming, that will help. 

Attendees will leave this session clearly understanding the value a data-driven audit will bring their firm, and have an action plan to progressively implement change toward driving the highest value-add to their audit workflow.


Learning 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 | Paychex

To submit a question or participate in polling, click the link above.

Many retirement experts are calling the Pooled Employer Plan (PEP) 401(k) the most revolutionary change to the retirement market since the first 401(k) plan was launched in the 1970s. The PEP has the potential to be a game changer for millions of Americans who don’t currently have a way to save for retirement. Since the PEP makes it easier for more businesses to offer an employee 401(k), it could potentially expand your client base.


Learning 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 | Holland & Company CPAs P.C.

Larry Furr

- Chief Product Officer | Canopy Inc.

Michelle Lundberg

- Director of Product Marketing | Canopy Inc.

Michael Salmon

- Sales Director | Canopy Inc.

To submit a question or participate in polling, click the link above.

This panel will show you how to leverage practice management software at your accounting firm.


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 | Avantax

Bob Carey

- Wealth Advisor, CPA | Carey & Hanna Tax & Wealth Planners

To submit a question or participate in polling, click the link above.

Chances are you do a lot more than just taxes for your clients. Join Bob Carey, CPA, and learn how you can reimagine your practice for the future and increase your revenues.


Learning 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 Rochdale

To submit a question or participate in polling, click the link above.

High-net-worth individuals have more needs and developing sophisticated investment strategies is key to winning and retaining HNW clients. This session will cover how using individual securities and bonds is used as a mechanism to actively manage not only Risk but also Tax mitigation by partnering to develop a tax budget that is managed to throughout the year.


Learning Objectives:

  • Recognize the many factors that are considered when building truly customized portfolios for high-net-worth clients.
  • Identify how to implement practices and develop partnerships to win business and help clients meet their goals.

7:00 AM – 7:50 AM PDT

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

Michael Smith

- Director of Tax | ADP

To submit a question or participate in polling, click the link above.

Pursuing tax credits like the Employee Retention Tax Credit (ERTC) created by the CARES Act can be complex and takes significant effort to maximize the result. Few small businesses have the time, tools or expertise to identify where they were impacted, determine what the impact was and understand how to calculate the benefit in the face of shifting requirements. Additionally, the Research & Development (R&D) Tax Credits are some of the least claimed and understood tax credits available to small business. There are synergies and challenges to understanding and using both credits during the same tax period.


Learning Objectives:

  • Recall the new IRS Guidance & Legislative Update
  • Distinguish the expenses associated with both credits
  • Identify best fit opportunities for your clients
  • 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 | SafeSend

To submit a question or participate in polling, click the link above.

The height of tax season is often the time when firms feel the impact of inefficiency. Outdated processes filled with manual tasks that haven’t been updated in years can cause burnout among staff. In this session, we will examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.


Learning 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 Reuters

Calvin Leong

- Manager, API Strategy & Sales | Thomson Reuters

Today, cloud accounting has taken over as the preferred method for accountants and auditors to do their jobs easier, faster, and smarter than ever before and application programming interfaces (APIs) are proving to be a key piece in the future of the profession. In this session we will review how APIs can automate the tax workflow process.

Join Thomson Reuters experts, Calvin Leong and Allen Stahl, and explore:

• What APIs are (terminology and use cases)

• Benefits and advantages of using APIs in your firm

• How has API technology changed in recent years

• Review implementation strategies

• See how APIs go from theory to actually being used in your firm.


Learning 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, LLC

To submit a question or participate in polling, click the link above.

Delegation is a leadership must-have as no organization can grow, or survive succession, without encouraging its leaders to become great delegators. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we're all guilty of one or more of the seven "sins" of delegation. In this session, we'll explore ways to become better delegators to encourage the highest and best use for all team members - including you! Attend this session to gain concrete strategies for empowering and developing others through powerful delegation!


Learning 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

Kelley Long

- Financial wellness coach and consultant | Financial Bliss with Kelley Long

To submit a question or participate in polling, click the link above.

For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating the rules of enrolling in Medicare later are fraught with confusion. This session will review the rules to ensure that those who do defer Medicare enrollment can avoid the lifetime late enrollment penalties while also covering several common questions and pitfalls so you can best advise clients on their choices when working past age 65.


Learning Objectives:

  • Apply the rules for HSA contribution eligibility alongside Medicare enrollment to specific scenarios involving married clients who do not retire at the same time.
  • 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.

8:00 AM – 9:15 AM PDT

EST2207. Grantor Trust Planning

Steven Siegel

- President | The Siegel Group
Did Grantor Trusts Survive the Challenges of the 2021 Tax Proposals? What Planning Can Be Done? Are GRATs, SLATs and IDGTs still viable planning techniques?

Learning 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 Decker

Denise Dettingmeijer

- CFO, NA | Randstad

Azhar Syed

- CEO, Board Member, Executive Coach | Leading Insights LLC

Tom Hood

- EVP of Business Engagement & Growth | Association of International Certified Professional Accountants and Business Learning Institute

To submit a question or participate in polling, click the link above.

In 2021, AICPA & CIMA formed a Future of Finance Group. They were charged with how to transform the profession in its broadest context and re-imagine the finance function of the future. In this candid panel discussion with members of our Future of Finance Leadership Advisory Group we will discuss the key findings from our recent Future of Finance Summits and what the panel are doing to take advantage of these issues and opportunities. Also, in conjunction with Wharton Business Consulting we have been investigating whether the pandemic has changed the skills, capabilities and mindsets the successful finance leaders need. With 80% of businesses and firms facing a leadership talent shortage, building an internal pipeline of leaders has never been more critical. Working closely with finance leaders we identified four key traits. Which set of underpinning skills and mindsets do finance leaders need to play a key role in influencing the future of their organizations?


Learning 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 Board

Susan Cosper

- Board Member | Financial Accounting Standards Board

To submit a question or participate in polling, click the link above.

The FASB develops standards that work today and for the future. The Board does this by engaging in robust research, developing standards that can evolve to meet future needs, and providing implementation support. During this session, we will identify the ways in which the FASB is supporting implementation of its standards through its post-implementation review activities. We also will discuss the results of the FASB’s Agenda Consultation research project and current FASB agenda projects aimed at ensuring high-quality standards in the future.


Learning 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 Investments

Jill Schlesinger

- Business Analyst | CBS News

To submit a question or participate in polling, click the link above.

Hear an analysis of how the US economy and financial markets are faring in the midst of historic geopolitical events and domestic political challenges. In addition to military conflict in Europe and destabilization of other global regions, learn how domestic legislative and regulatory activity have influenced the federal deficit, debt and inflation, and how these factors are collectively impacting the markets. With a pivotal general election coming in November that may impact control of congress, hear an evaluation of potential scenarios and what investors can expect from Washington for the remainder of 2022 and beyond.


Learning 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, LLC

To submit a question or participate in polling, click the link above.

Technology continues to evolve at an ever-increasing pace - disrupting and transforming virtually all aspects of our personal and professional lives. From AI, 5G and blockchain, to IoT, robotics and EVs, new technology is impacting and revolutionizing virtually every product and service available. Join Inspector Gadget as he explores the very latest technology trends and vendor solutions, along with cutting-edge gear and gadgets. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.


Learning 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 LLP

Sarah Allen-Anthony

- Partner | Crowe LLP

To submit a question or participate in polling, click the link above.

The only constant in partnership taxation seems to be change. This session will highlight certain recent federal tax developments affecting partnerships and their partners. This session is designed to cover considerations that arise in reporting and transactions involving partnerships, and may include the following: the centralized partnership audit regime (BBA), potential international considerations, and TCJA and CARES Act related guidance.


Learning 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 | Sage

To 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...] 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, LLC
Learn Emotional Intelligence (EQ) and well-being techniques to overcome day-to-day stresses and persist in your personal and professional life.

Learning 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

Ranieka Weston

- Executive Coach | pLink Leadership

To submit a question or participate in polling, click the link above.

What’s inclusion got to do with it? At Plink leadership, we believe leaders build their competence by demonstrating the traits of inclusive leaders. Most leaders don’t intend to exclude others. Yet, leaders can fail to get the best out of their teams due to personal bias and the inability to adapt and listen deeper. In this session, you will gain insight into what it means to be an inclusive leader, including taking on the difference as your own and being courageous in conversation and your actions.


Learning 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

Bob Veres

- Editor | Inside Information

James Shambo

- Retired | N/A

To submit a question or participate in polling, click the link above.

Jim Shambo's contributions to the retirement plan discussion include his Hedonic Index research and a "Boots in the Water" refutation of the normal use of Monte Carlo projections. But now that he's experienced five years of his own retirement, what lessons has he learned and how has his own planning worked out in the real world? This is a living case study of an advisor who took his own medicine, and what he would recommend that you prescribe for your retiring clients going forward.


Learning 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, LLP

Mary Kay Foss

- CPA | Mary Kay Foss CPA
From basics to the latest wrinkles. At this session you’ll learn what to avoid and what to focus on for maximum utilization of these popular retirement vehicles

Learning 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 | WestRock
Learn how to diagnose the cross-functional dilemma, developing a working partnership and creating institutional long-term success.

Learning 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 NX

Michael Leon

- Chief Accounting Officer & Corporate Controller | Sealed Air

To submit a question or participate in polling, click the link above.

Two Corporate Controllers will share their experiences in applying Lean principles to apply to your company’s month-end cycle.


Learning 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 LLP

Melisa Galasso

- CEO | Galasso Learning Solutions

Jeffrey Mechanick

- Assistant Director | Financial Accounting Standards Board

To submit a question or participate in polling, click the link above.

During this session the panelists will review hot topics, trends and provide an update on what Not-for-Profit leaders can expect in the future of accounting standards and important industry matters.


Learning 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., Ltd

Mike Cheng

- Partner | Frazier & Deeter

To submit a question or participate in polling, click the link above.

Learn from a top-notch panel of accountants and practitioners about the likely implementation challenges private companies and nonprofits will face when adopting the new lease standard (ASC 842), which is effective for 2022 calendar year ends. Our speakers possess deep expertise and experience when it comes to implementing ASC 842. Lessons learned and insights specific to private companies and nonprofits will be distilled down to practical advice for attendees. Some areas that will be addressed include transition nuances, options and challenges, discount rate complexities and tips, as well as challenges and best practices related to identifying leases. It’s crunch time for the new lease standard; make your implementation a success by attending this session.


Learning 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, LLC

Christopher tinker

- Partner | TSC Enterprise, LLC

To submit a question or participate in polling, click the link above.

This course is designed to obtain an understanding of the proper accounting, audit and tax implications for businesses receiving COVID related government assistance program funding.


Learning 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 Dedication

Kevin Grogan

- Managing Director, Investment Strategy | Buckingham Wealth Partners

Robert Huebscher

- CEO | Advisor Perspectives

To submit a question or participate in polling, click the link above.

The first quarter of 2022 was worst performing period for bonds in the last 40 years. The Fed is committed to raising rates. Inflation is raging and no longer appears to be transient. Does this incipient era of rising rates mean that advisors should abandon fixed income? We'll explore the value that bonds can provide in traditional asset allocations, and assess the alternatives, including TIPS, floating rate bonds, alternatives and hedged strategies.


Learning 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 Institute

To submit a question or participate in polling, click the link above.

This session will draw from recent CFA Institute research on the future of skills and learning in investment management. It will examine how roles are changing and how teams should adapt to leverage technology. In addition, it will include new insights from our series on investor trust regarding ways to strengthen relationships with clients.


Learning 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 Development

Byron Patrick

- General Manager | Botkeeper
Have ever thought to yourself, "There has got to be a better way to do this?" Guess what?! There is! In this session, you will learn hands-on tech tips and tricks to optimize your day. We will cover a wide variety of topics from Microsoft 365 to Mobile devices to web-based applications and more!

Learning 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 & Winkler

Beth Allen

- Partner | GreerWalker

Amy Bridges

- Professional Development Manager | CPA.com

To 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 | KREIDERCPA

Karen Brosi

- Owner | Karen Brosi, EA, CFP, a LLC

To submit a question or participate in polling, click the link above.

This is a fast paced session to update you on 2022 individual tax issues including new legislation, regulations, IRS rulings and tax court decisions. Planning and preparation issues are included in this class on mid-year 2022 tax news.


Learning 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 – 11:15 AM PDT

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 Leadership

To submit a question or participate in polling, click the link above.

The elements that build trust don't change when we shift to hybrid work, but the actions that build trust do. This talk will cover both the elements and their corresponding actions. You'll leave this session equipped with a tool that supports diagnosing trust breaches as well as a plan for action in building trust intentionally.


Learning 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

Ed Slott

- Partner | Ed Slott and Company, LLC

To submit a question or participate in polling, click the link above.

This session will cover the best 2022 retirement tax planning strategies. The program will show CPAs how to react to the most recent tax changes, including the SECURE Act, and other major tax planning changes. Most clients will need to have their current retirement, tax, and estate plans revised based on the recent tax rule changes. The program will show advisors how to increase consulting income by identifying the planning areas where CPAs and other financial planners can add the most value to clients. In addition, this session will include the latest cases and rulings, many of which are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement planning tax advisor.


Learning 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 LLP

Jim Brackens, Jr.

- Vice President of Ethics and Practice Quality | AICPA

To submit a question or participate in polling, click the link above.

The session provides information essential to all peer reviewers, including an update on the Enhanced Audit Quality (EAQ) initiative, as well as a high-level overview of changes to Peer Review standards and guidance.


Learning 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 LLP

To submit a question or participate in polling, click the link above.

Entrepreneurs have a unique set of estate and income tax problems, most of which are interrelated and require a planner who is well versed in both. This presentation will focus on the practical aspects of planning for the transfer of wealth for closely-held business owners whether they be in a family business or otherwise.


Learning 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 LLP
This session will explore the NIMCRUT and its close cousin, the Flip-CRUT in some detail, highlighting the NIMCRUT’s use in philanthropic planning. Additionally, the session will review suitability, investment approaches, administration, and pitfalls arising from the selection of the NIMCRUT format.

Learning 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&A

To submit a question or participate in polling, click the link above.

Looking at real life application of AI, ML in Finance and industries. How AI is leverage? Why its important to understand? What's in it for you learning how to leverage AI & ML?


Learning 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 Aerospace

Ash Noah

- VP Managing Director, Learning, Education and Development | AICPA

To submit a question or participate in polling, click the link above.

Critical thinking is a top 10 skill that is essential for the future according to World Economic Forum. Executives agree - Success requires one to become a critical thinker in this world of technology that is drowning in data. The ability to think critically is an important part of any job role, especially in Finance — it drives diagnostics and effective problem solving. Join two seasoned practitioners, Kristine Lemanski and Ash Noah who will share through practical examples how to learn, enhance and apply critical thinking skills at work and beyond.


Learning 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, LLC

Denny Ard

- Partner | Dixon Hughes Goodman LLP

Thomas Groskopf

- Technical Director - Center for Plain English Accounting | AICPA/Barnes, Dennig & Co., Ltd

To submit a question or participate in polling, click the link above.

An interactive session with members of the senior standard setting committees.


Learning 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 CPAs

Lynford Graham

- Visiting Professor and Executive in Residence | Bentley University

To submit a question or participate in polling, click the link above.

A common question is how to assess the evidential value of simple as well as complex analytical procedures. This session will discuss a framework for integrating AI and other analytical procedures into the audit and assessing their evidential value. The new Evidence Standard better clarifies the application of analytical procedures to provide audit evidence and value.


Learning 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 Services

To submit a question or participate in polling, click the link above.

The traditional 4% rule assumes that retirees can withdraw a fixed amount from a volatile investment portfolio. In a world of increasing longevity and lower expected asset returns, this approach to funding retirement income is neither safe nor optimal. This presentation instead uses a goals-based approach that matches investments with expected retirement spending. I discuss new research that demonstrates how investment risk affects spending variability in retirement spending, how spending changes over time, how advisors can better match their investments to meet spending goals, and the tradeoff of various investment and product strategies.

11:15 AM – 12:30 PM PDT

PFP2215. Investment Best Ideas Panel

Robert Worthington

- Managing Director and Head of Independent Wealth Solutions | iCapital

Paula McMillan

- Wealth Advisor | Stearns Financial Group

Kevin Grogan

- Managing Director, Investment Strategy | Buckingham Wealth Partners

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

Maximizing returns over inflation, while keeping risk at bay, is difficult at any time.  Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.


Learning 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 Planning

Michael Goodman

- President | Wealthstream Advisors, Inc.
If you are considering acquiring or merging with another firm, or if you are exploring whether or not to sell, this session is for you. Our panelists have both acquired and sold, and will discuss their experiences, both positive and negative.

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 Development

Brian Tankersley

- Director, Strategic Relationships | K2 Enterprises

To submit a question or participate in polling, click the link above.

Robotic process automation (RPA) bots, custom apps, and digital plumbing are revolutionizing how work gets done in today’s economy. Many firms and their clients have embracing “best of breed” solutions and would like to automate the exchange of data between different business solutions using solutions like the Microsoft Power Platform (Power Automate, Power Apps, and Power BI), which already work with over 300 different platforms. While these technologies have already been adopted by many enterprises, their uses in small and mid-sized businesses are still emerging, and accounting professionals must understand the implications of their use on their internal control structure. Attend this session to learn the fundamentals of these innovative automation solutions and see how others are effectively using these solutions and watch a demonstration of an RPA being built in session.


Learning 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, LLC

To submit a question or participate in polling, click the link above.

When your people love your firm, your clients will love your firm, too. Putting talent first is critical to employee motivation and engagement. When your people are motivated and engaged, collaboration and client service is elevated and you can tackle your firm’s strategic priorities, too. In this session, we’ll explore four strategies to drive employee engagement including:

Identifying strategies for demonstrating your firm’s commitment to “talent first”

Listing methods for giving your firm’s work purpose and meaning

Understanding ways you can garner honest feedback and then act on it

Applying ideas for (really) addressing poor performance and bad behavior We’ll also identify warning signs of disengagement and what to do when you spot them. 

Leave this session with an action plan for boosting employee engagement and understanding how your behaviors enable you to retain your people!


Learning 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 LLP

To submit a question or participate in polling, click the link above.

This session will focus on recent developments including the final regulations defining real property for like-kind exchanges, hot topics in like-kind exchanges and state tax issues to consider in an exchange.


Learning 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

One of our most popular experiences from previous years is back! Time to get yourself animated. Do you need a new fun drawing of yourself? Look no further.

12:45 PM – 1:05 PM PDT

ENG22EL09. Educ Lab 09 (12:45)

Bejan Shirvani

- Assistant Vice President, Structured Settlements | MetLife

To 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

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 | Intuit

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. Crypto Tax Solutions – Demonstration, presented by CPA.com

Jeremiah LaRue

- Product Marketing Manager | CPA.com

To 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 | AICPA

Erik Asgeirsson

- President & CEO | CPA.com

Barry Melancon

- President and CEO | AICPA

To submit a question or participate in polling, click the link above.

Live from ENGAGE! The AICPA Town Hall Series is a high-impact news broadcast that delivers accounting and finance professionals with the latest analysis, insights and practical guidance to help them understand and respond to the most pressing issues facing the profession. The Town Hall Series is recognized by tens of thousands of practitioners as the profession’s go-to resource for timely and critical information, real-time interpretation and analysis, and a broader discussion on the strategies and capabilities that drive long term success. Town Hall panelists include practitioners, thought leaders, policy makers and a range of experts from across the profession, government and business. Join this special edition Town Hall as AICPA leaders bring the news desk to ENGAGE.


Learning 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 #11 (1:15)

To submit a question or participate in polling, click the link above.

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 | Sage

To 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 #2 (T 1:15) - Automation & Public Accounting: How 1040 Tax Prep is Evolving Through Artificial Intelligence presented by SurePrep

Peter Miele

- Vice President of Sales | SurePrep

To 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

Need to catch up on the networking lost during the past two years? What better way than speeding up the networking process! This is your chance to have brief interactions with many of your peers and make valuable connections.

1:50 PM – 2:15 PM PDT

ENG22EL13. Education Lab #1 (T 1:50) Koinly

To submit a question or participate in polling, click the link above.

1:50 PM – 2:15 PM PDT

ENG22EL14. Unlock better client insights with spend management advisory services

Steven Novak

- Sr. Director, Named Accounts | bill.com

Vishal Thakkar

- Director of Marketing | CPA.com

To 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 | TaxPlanIQ

Jackie Meyer

- CEO | Meyer Tax

To submit a question or participate in polling, click the link above.

Tax planning is easily one of the most valuable services a firm can provide, but it can be streamlined and profitable-typically 3X! See how the Concierge CPA, Jackie Meyer, uses TaxPlanIQ to revolutionize our industry.


Learning Objectives:

  • Apply Value Pricing Tax Planning
  • Recall the ROI Method

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 Accounting

Kane Polakoff

- National Practice Leader, Client Accounting Advisory Services | UHY

Kalil Merhib

- Vice President, Growth & Professional Services | CPA.com

To 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 LLP

To submit a question or participate in polling, click the link above.

An interactive career progression discussion. Many people do not know what the path to partner looks like or how to get there. We will go through the different levels and inflection points of my career and discuss why I ultimately chose a different path for the second half of my career. A short summary: Big 5 job offer, Andersen imploded, three small firms over 16 years, leadership opportunity, Top 20 firm merger - stayed for 3 years, Phase 2. There will be plenty of opportunities for discussion and engagement about your career path, how it is similar / dissimilar, and what you can do to get where you want to go. For the employers, there will be great information about what drives people out of firms and what you can change so you might be able to keep them.


Learning 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

Kenneth Witt

- Associate Technical Director, MA R&D | Association of International Certified Professional Accountants

Susan Urish

- Partner, Innovation and Business Strategy | Urish Popeck & Co., LLC (BDO Alliance)

Alyssa Rade

- Chief Sustainability Officer | Sustain.Life

Lori Kaczynski

- VP, Internal Audit and Chief Audit Executive | Graphic Packaging International

Ami Beers

- Senior Director - Assurance and Advisory Innovation | AICPA

To submit a question or participate in polling, click the link above.

The accountants view of Graphic Packaging's ESG Story. The role of accounting, risk, and audit in ESG


Learning 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

Keith Schiller

- Attorney-Shareholder | Schiller Law, a Professional Law Corporation

Mary Kay Foss

- CPA | Mary Kay Foss CPA

To submit a question or participate in polling, click the link above.

Forms 706 and 709 are both extensively filed and often times incorrect through insufficient disclosures. Preparing very few Forms 1041 can lead to errors as well. Your instructors believe there are NO stupid questions and invite you to bring your questions to this interactive session. In fact, the worst question is the one never asked.


Learning Objectives:

  • 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
  • Recognize the differences between Fiduciary Accounting Income and Distributable Net Income

2:30 PM – 3:45 PM PDT

EST2211. Making Changes to Irrevocable Trusts

Kristen Simmons

- Member, Attorney | Simmons Freeman LLC

Heidi Freeman

- Member | Simmons Freeman LLC

To submit a question or participate in polling, click the link above.

A well-drafted trust can provide enhanced estate, creditor and divorce protection. Many of our clients have inferior trusts. This presentation will outline how to modify irrevocable trusts through the use of decanting, non-judicial settlement agreements and powers of appointment.


Learning 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 | PwC

To submit a question or participate in polling, click the link above.

The pace of tax legislative change has not slowed and companies, once again, face another year of significant developments that have a wide ranging impact. An update will be provided on recently enacted tax legislation and the status of current legislative proposals as well as key tax developments at the federal, state, and international level over the past year. Key considerations from a tax accounting perspective will be covered in terms of the impact of tax legislative developments and recent FASB guidance.


Learning 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 | FASB

Adam Roark

- Director, Assurance Innovation and Methodology | DHG

Jenifer Wyss

- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards Board

Jeffrey Mechanick

- Assistant Director | Financial Accounting Standards Board

Susan Cosper

- Board Member | Financial Accounting Standards Board

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

To submit a question or participate in polling, click the link above.

The Private Company Council (PCC) helps improve the process of setting financial accounting and reporting standards for private companies and determines whether private company alternatives to existing GAAP are necessary. The PCC takes a proactive approach to its mission, and events such as these help to further that work. Participants will learn about the current activities of the PCC and the input provided by the PCC on FASB projects. Participants will have the opportunity to ask questions and provide feedback to the PCC and the FASB on how financial reporting for private companies might be improved.


Learning 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 | PGIM

Michael Finke

- Professor, Frank M. Engle Chair of Economic Security Research | The American College of Financial Services

Jeffrey Levine

- Lead Financial Planning Nerd | Kitces.com

Bob Veres

- Editor | Inside Information

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.


Learning Objectives:

  • 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.
  • Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.

2:30 PM – 3:45 PM PDT

PFP2218. Healthcare Planning for Early Retirement

Kelley Long

- Financial wellness coach and consultant | Financial Bliss with Kelley Long
With the average retirement age of 62 in the US coupled with The Great Resignation of younger workers seeking self-employment, health insurance planning becomes a bigger part of the financial plan beyond just planning for increased expenses due to advanced age. This session will cover what options are out there and how to guide clients to the resources available, then discuss funding strategies to keep costs as low as possible while still providing adequate healthcare.

Learning 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 LLP
As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation and incident response remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data and how best to respond. This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals face in collecting, storing, processing and safeguarding sensitive information along with best practices used when responding to a breach. Topics will include InfoSec governance, current cybersecurity threats/risks/mitigation, third-party and supply-chain risk, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

Learning 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-Davis

Byron Patrick

- General Manager | Botkeeper
In some ways, it feels as if we are participants in a reality show based on a never-ending tax season. This session will present as a panel of seasoned professionals discussing the highs and lows of tax season 2022 along with lessons learned, tax law changes at the federal and state level, and productivity hacks for hybrid and remote teams. The session will use polls and audience participation to tackle issues that firms of all sizes care most about. Firms will take away ideas to possibly make changes to their tax season process in 2023.

Learning 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 LLP

To submit a question or participate in polling, click the link above.

The COVID-19 pandemic triggered an exodus of workers from office buildings, as employees sought the safety of their homes and other remote locations. While some of this displacement was temporary, certain employees may continue to work remotely for years to come. This session will explore the state tax consequences of this new paradigm. Does the employee’s presence in another state mean that the employer is doing business (and subject to tax) in that state? What are the state tax concerns of an employee who is employed in one state while working in another? Can two states tax the same earned income (hint: yes they can)?


Learning 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+Co

To 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. Student Loans

Ross Riskin

- Associate Professor of Taxation | AVP Academic Strategy | ChFC Program Director | The American College of Financial Services

To 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

Ori Epstein

- Tax Partner | Aprio, LLP

Ron Quaranta

- Founder and Chairman | Wall Street Blockchain Alliance

Sean Stein Smith

- Professor | Lehman College (CUNY)

To submit a question or participate in polling, click the link above.

46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency. This session walks you through tax implications of common cryptocurrency-related transactions and how to successfully service clients affiliated with cryptocurrency. We will also cover current developments surrounding this topic, such as the inclusion of the virtual currency question on the front of Form 1040 and tax planning opportunities.


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

William Thomas

- W. Stewart Thomas, CPA, CGMA, PhD | University of North Carolina at Pembroke

To submit a question or participate in polling, click the link above.

Business intelligence provides the ability to make better informed and intelligent decisions within CPA firms and client environments. While many accounting software services have built in visuals and graphics, users often want and need more than most services and packages provide.

This session illustrates how Power BI can bridge the gap between commonly used accounting software and key decision maker needs within firms and client organizations.


Learning 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 Management

To submit a question or participate in polling, click the link above.

This session will review various planning opportunities available for trusts including (1) including gains in DNI, (2) qualifying for the income tax charitable deduction, (3) how the final Section 67(e) regulations affect planning, (4) funding fractional versus pecuniary bequests, (5) distributions in-kind, (6) termination of trusts, (7) state income taxation of trusts, (8) the most frequently used power to create grantor trust status, (9) trusts as S corporation shareholders and (10) the Section 645 election.


Learning 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 | PwC

Ted Batson

- Partner/Tax Counsel | CapinCrouse LLP

Mary Kay Foss

- CPA | Mary Kay Foss CPA

Eileen Sherr

- Director - AICPA Tax Policy & Advocacy | AICPA

To submit a question or participate in polling, click the link above.

AICPA advocates for good tax policy, including on trust, estate, and gift tax issues. This session will cover the many developments and projects the TRP is advocating for in the estate and trust area. Contacts with Treasury, IRS, and Congress are emphasized.


Learning 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 NX

Michael Leon

- Chief Accounting Officer & Corporate Controller | Sealed Air

To submit a question or participate in polling, click the link above.

Two Corporate Controllers review a COSO based internal control framework, including both preventative and detective controls


Learning 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 | FASB

Adam Roark

- Director, Assurance Innovation and Methodology | DHG

Jenifer Wyss

- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards Board

Jeffrey Mechanick

- Assistant Director | Financial Accounting Standards Board

Susan Cosper

- Board Member | Financial Accounting Standards Board

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

To submit a question or participate in polling, click the link above.

The Private Company Council (PCC) helps improve the process of setting financial accounting and reporting standards for private companies and determines whether private company alternatives to existing GAAP are necessary. The PCC takes a proactive approach to its mission, and events such as these help to further that work. Participants will learn about the current activities of the PCC and the input provided by the PCC on FASB projects. Participants will have the opportunity to ask questions and provide feedback to the PCC and the FASB on how financial reporting for private companies might be improved.


Learning 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 Long

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Lyle Benson

- Founder and President | L. K. Benson & Company

Julie Welch

- Shareholder and Director | Meara Welch Browne, P.C.

Daniel Rubin

- Partner | Farrell Fritz, P.C.

To submit a question or participate in polling, click the link above.

A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.


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 + CPAs

Amel Edmond

- Chief Information Officer | Withum

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

Bob Fink

- Partner | Honkamp Krueger & Co

To submit a question or participate in polling, click the link above.

This session will provide for a review of best practices for dealing with a remote workforce. This will include security, applications, equipment, challenges with contract employees vs. full time team members, etc. The focused will be on the challenges in this space felt by all sized firms from sole practitioners to large regional firms. Attendees will walk away with not only the perfect technology stack for dealing with a remote workforce, but also the "must have" security practices to have in place.


Learning 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

Orumé Hays

- Founder & Managing Director | Hays CPA

Chad Allen

- Partner | Hutchins & Haake, LLC

Robert Allen

- President | The Allen CPA Firm, PLLC

To 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 University

To submit a question or participate in polling, click the link above.

In addition to reviewing the general framework in individual tax planning for our families and the implications of 2017’s Tax Cuts and Jobs Act in planning, 2021's American Rescue Plan Act, and current legislation, our session will focus on some financing nuances associated with the medical expense deduction (i.e., retirement planning distributions and home equity loans), the tax benefit rule, and the interaction of the medical expense and home equity deductions in planning. In addition, the Alternative Minimum Tax will be reviewed. If time permits, an income tax case study will illustrate the impact of these various provisions.


Learning 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

5:45 PM – 6:10 PM PDT

ENG22EL15. Education Lab #1 (T 5:45)

To submit a question or participate in polling, click the link above.

5:45 PM – 6:10 PM PDT

ENG22EL16. Education Lab #2 (T 5:45)

To submit a question or participate in polling, click the link above.

5:45 PM – 6:10 PM PDT

ENG22TD16. Tech Demo #2 (5:45)

To submit a question or participate in polling, click the link above.

Wednesday, June 8, 2022

7:00 AM – 8:00 AM PDT

AICPA ENGAGE 2022 Walk/Run

Join Jennifer Wilson and Samantha Mansfield of ConvergenceCoaching, LLC in a morning walk or run! We will meet in the Aria Hotel main registration area. The walk/run will be no more than 5 miles and will be an “out and back” so you can decide your own distance. All paces are welcome and be sure you bring your water!

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.com

Susan Coffey

- Chief Executive Officer - Public Accounting | Association of International Certified Professional Accountants

Anoop Mehta

- President | Science Systems and Applications, Inc.

Barry Melancon

- President and CEO | AICPA

To submit a question or participate in polling, click the link above.

The pace of change continues to quicken, as demonstrated most acutely over the last few months. Accounting and finance professionals are once again leading in uncertainty, committing to growth while assuring trust, integrity and recovery. In this panel discussion, moderated by Barry Melancon, Susan S. Coffey, Erik Asgeirsson and Anoop Mehta will share how the profession is stepping forward to grow services, deepen client and business connections and enhance stakeholder confidence. They will also provide examples of how AICPA & CIMA are supporting their members while keeping the profession attractive, prosperous and exciting for the next generation of CPAs and CGMAs.


Learning 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 Stanley

Jill Schlesinger

- Business Analyst | CBS News

To submit a question or participate in polling, click the link above.

Carla Harris, author of _Expect to Win_ and _Strategize to Win_, and a gospel recording artist shares the components of positioning yourself to maximize your success as a leader in your current career environment or the environment that you want. She’ll explore the concepts of performance currency vs. relationship currency, managing through and creating change, and how to be an impactful and influential leader.


Learning 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

Tom Hood

- EVP of Business Engagement & Growth | Association of International Certified Professional Accountants and Business Learning Institute

To submit a question or participate in polling, click the link above.

Join Tom and his Executive Panel of Business Leaders to review the findings of a special AICPA Future of Finance Research and Execution centered NeXT practices, new competencies, pathways, critical issues, and priorities focused around finance transformation and value creation. You will learn and discuss how to mature in areas such as data analysis, automation, ESG and more. This interactive session will include roundtable discussions to create actional insights for your organization.


Learning 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. Techology Forum, presented by AICPA Technology Advisory Services

Stephen Warrick

- Senior Manager - CITP Credential | AICPA

To submit a question or participate in polling, click the link above.

This Forum will provide CITP credential holders an opportunity to engage in interactive discussion on trends impacting the accounting profession and the CITP professional. Topics covered will include:

  • Accounting graduates & CPA candidate trends
  • Changes in firm hiring practices
  • Technology advisory growth areas
  • CPA Evolution initiative
  • CITP credential eligibility considerations
  • 2022 CITP credential initiatives


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

Colette Sharbaugh

- Vice President - Strategic Alliances & Business Development | cpa.com

Chris Cromer

- Director of Operations | CPA.com

To 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 Services

To 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:

  • Select ways to gather and implement client feedback
  • Identify 3 benefits of increased client engagement

12:30 PM – 12:55 PM PDT

ENG22TD18. Tech Demo #2 (W 12:30) Paychex

To submit a question or participate in polling, click the link above.

12:30 PM – 2:30 PM PDT

Virtual Caricatures

One of our most popular experiences from previous years is back! Time to get yourself animated. Do you need a new fun drawing of yourself? Look no further.

1:00 PM – 2:00 PM PDT

Speaker Meet and Greet

Want a chance to talk with speakers outside of their session? Come join over 30 speakers in a virtual networking space. The Speaker Meet and Greet will provide you with a fantastic opportunity to further interact with your ENGAGE speakers.

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 Corporation

To 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:

  • How likely is a cyber security breech and what are the risks to my business?
  • What steps can I take to protect my business from cyber-attack?

1:05 PM – 1:30 PM PDT

ENG22EL20. Education Lab #2 (W 1:05) Diligence

To submit a question or participate in polling, click the link above.

1:05 PM – 1:30 PM PDT

ENG22TD20. Business Financing Solutions – Demonstration

Michael Tryon

- Director of Strategic Partnerships | Biz2Credit

Jeremiah LaRue

- Product Marketing Manager | CPA.com

To 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 | PartnersCoach

To submit a question or participate in polling, click the link above.

People are a firms most valuable asset, yet employee retention and engagement are getting increasingly challenging. It’s more important than ever to retain top talent by investing in your team, yet most firms are struggling more than ever to do just that. During this session, we’ll explore: What is missing when it comes to employee engagement, what employees really want (that they may never tell you), as well as discuss specific examples to help your employees feel more connected to the work they do.


Learning 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

Karly Laughlin

- Principal | Belfint, Lyons & Shuman, P.A.

Jordon Rosen

- Director | BLS CPA

To submit a question or participate in polling, click the link above.

This session will cover the importance of planning for the modest estate owner, making the portability election vs. use of a credit shelter trust, state death tax considerations, filing the decedent's final return including the use of losses, disclaimers, administrative and fiduciary elections available to the executor including Sections 645 and 663(b), gift tax elections, along with elections available if the decedent was an owner in a partnership or S corporation, and much more!


Learning 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

Priscilla Bullock

- Partner | PwC

Lexy Kessler

- Partner | Aronson LLC

Trisha Nomura

- Owner | Ascend Consulting LLC

Anna Mok

- President & CEO | Ascend

Lindsay Stevenson

- Chief Transformation Officer | BPM LLP

To submit a question or participate in polling, click the link above.

Listen to women in the profession talk about how they were able to overcome barriers and achieve their accomplishments while not falling prey to the “superwoman” mentality.


Learning 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

Justin Mannhardt

- Solution Architect | P3 Adaptive

Evan Rhodes

- Director, Client Services | P3 Adaptive

To submit a question or participate in polling, click the link above.

A revolution in BI tools has unlocked a new way to work: Fast. Efficient. Direct. But to unlock the full potential, you must move beyond yesterday’s methods. In this session, you will see the application of Power BI and modern Excel using real-world scenarios. Come learn how these modern tools allow you to unlock your superpowers and create more dynamic and impactful insights.


Learning 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 | IRS

To submit a question or participate in polling, click the link above.

The presentation is about recent developments regarding federal estate and gift taxes. We will review general procedural and substantive updates regarding estate and gift taxation, including changes in the law that impact the filing of estate and gift tax returns.


Learning 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 LLP

Michael Auerbach

- Chief Accountant | Employee Benefits Security Administration, U.S. D

To submit a question or participate in polling, click the link above.

This session will discuss recent audit and accounting standards which impact employee benefit plan audits, as well as recent and proposed legislation affecting such audits. This session will primarily focus on SAS 136.


Learning 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 LLP

Yoland Sinclair

- Audit Senior Manager | Deloitte

To submit a question or participate in polling, click the link above.

The emerging technology of blockchain and digital assets has begun to see the development of some mainstream applications. In this session, we will discuss some of these mainstream applications, including the impact of blockchain technology on financial reporting, as well as the advancements that the AICPA’s Digital Assets working group has made on addressing accounting and auditing impacts of digital assets.


Learning 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 Bank

To submit a question or participate in polling, click the link above.

Advisors and clients often focus on the 4% rule when discussing retirement income. Most of the times, however, using the 4% rule leaves you with more money at the end than when retirement started. Given the current market (low bond yields and high equity valuations), many are suggesting the 4% rule is no longer safe. On the other hand, research shows that retiree spending goes down as they age, and that most retirees will never draw down their retirement portfolio. In this session, we will look at strategies that will help your clients spend more money initially (during the go-go years of retirement) while ensuring they don’t run out of money in the process.


Learning 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 International

To submit a question or participate in polling, click the link above.

Given the world’s current state with unforeseen catastrophic events, insurance carriers have been greatly impacted with Billions of dollars being paid out. Rates are on the rise and now it is more important than ever to have a complete review of your personal insurance policies to ensure there are no gaps in coverage. This discussion will highlight commonly overlooked coverages, critical items, and exposures that homeowners need to be aware of. Knowing what you need to be mindful of will help you identify your risks so that there are no surprises in a difficult situation. We will cover lessons learned from recent catastrophic events, including hurricanes, sexual harassment suits, and how to protect yourself against exposures during these challenging times.


Learning 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 LLC

Elizabeth Mason

- CEO and Founder | High Rock Accounting

To submit a question or participate in polling, click the link above.

Deciding to build a digital-first advisory practice requires not only an understanding of technology but also a mindset shift. This session will cover how to think about tech, what resources are available to you, and how to get started. We will also cover the types of services that fall in this area of advisory, and basic pricing strategy all while incorporating two experienced perspectives from building these types of practices.


Learning 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, LLC

To submit a question or participate in polling, click the link above.

It's impossible to overstate the importance of linking a firm's strategy to the "Big Four" issues of owner compensation, succession planning, profitability and buy-outs. While the fundamental concepts of these issues are common, there is a uniqueness to how you address them based on your firm's overall core values. These core values create your unique performance-based culture which, in turn, informs how you lead in these important areas. This session will provide you with tools and strategies to both understand the connectivity of these issues while empowering you with the information to lead.


Learning 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 Management

To submit a question or participate in polling, click the link above.

Demystifying Distributable Net Income (DNI) – This session will discuss the theory behind distributable net income (DNI), how the Internal Revenue Code defines DNI and the three reasons why DNI is important. The program will review sample calculations of DNI and how DNI gets reported on a Form 1041. The program will discuss how DNI gets allocated among the beneficiaries of a simple trusts and complex trust including a discussion of the tier system, the separate share rule, the 65 day rule, specific bequests and distributions in kind. This program will incorporate drafting techniques to incorporate into estate planning documents to achieve the best income tax results.


Learning 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 | Paychex

To 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

EDGE2207. Managing From the Middle

Jessica Iennarella

- Controller | State Bar of Arizona

To submit a question or participate in polling, click the link above.

Management does not just flow from the top to the bottom. This session will focus on strategies to assist attendees with managing both up and down the company ladder.


Learning Objectives:

  • Identify common strategies for communicating to direct reports.
  • Indicate how the strategy should change for communicating similar information to peers or individuals higher up organizationally.

3:30 PM – 4:45 PM PDT

ENG2220. Interactive Case Study: UHNW Estate Planning

Natalie Perry

- Partner | Harrison & Held LLP

Paige Goepfert

- Managing Director | Andersen

Lisa Featherngill

- National Director of Wealth Planning | Comerica Bank

To 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

Dien Yuen

- Executive Director, Center for Philanthropy & Social Impact | The American College of Financial Services

To submit a question or participate in polling, click the link above.

The field of philanthropy is evolving faster than ever, with new knowledge and innovation, along with hazards and even harmful practices to avoid. Recent events created urgency in philanthropic responses, shed light on the incredible growth of donor-advised funds, and sparked conversations on being a better donor. The social impact landscape and toolbox require an updated look at the current context for social change, from philanthropy to social entrepreneurship to impact investing, advocacy, business influence, leadership, purchasing power, and more. Advisors are expected to be fluent in philanthropic conversation and tools. How do we help our clients navigate these changing times and take advantage of various planning tools that are readily available to do good? How can we help those seeking new knowledge and support as they shift to devote more time and resources to deepen or refresh their role as philanthropists? This session is designed for advisors like you to integrate philanthropic concepts to further your practice and personal development in this moment of need, change, and action.


Learning 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

Ahava Goldman

- Associate Director | AICPA

To submit a question or participate in polling, click the link above.

Learn about the new quality management standards and how to implement them:

Applying the new, proactive, risk-based approach to quality management systems within firms.

Scaling the standards to tailor your system to the nature and circumstances of your firm and its engagements.


Learning 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 | Andersen

To submit a question or participate in polling, click the link above.

Private Equity and Opportunity Zone fund managers typically receive a special equity interest in the fund commonly referred to as a "carried" or "profits interest", as incentive compensation for managing the fund. Successful managers that earn a return exceeding the fund's hurdle rate often receive 20% of the fund's profits creating significant value to the fund manager over the life of the fund. This session will explore estate planning opportunities for the Manager's carried interest comparing different approaches and highlighting income tax and gift tax technical issues including application of IRC Section 2701. In addition, we will discuss valuation of the Manager's carried interest for gift tax purposes including significant factors impacting the current value and potential future value of a successful fund.


Learning 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 | Caterpillar

To submit a question or participate in polling, click the link above.

One of the only constants in business is that your company must continually change and adapt to survive. Change Management is not a new concept. However, in the 21st Century, companies need to evolve beyond the age old cliché of Change Management to Change Leadership. To efficiently implement change and capture all of the benefits associated with the change you want to make, employees must want the “change” as much or more than you do. To unlock the power of change in ways that will unleash the maximum potential from your employees, we will contrast making a “change” with implementing an “improvement”, the importance of setting and communicating clear goals for the “improvement” being made, and how to achieve the most from your intended change through inspired leadership.


Learning 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 | DHG

To submit a question or participate in polling, click the link above.

Profits Interests have become increasingly common in private entities. Navigating the accounting for these instruments can be complex. This session will discuss common features of profits interests, key challenges with auditing these instruments, and understanding how to account for them.


Learning 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 University

Keith Peterka

- Partner | Anchin

William Powers

- Deputy Director (Retired) | PCAOB

To submit a question or participate in polling, click the link above.

Most small and middle-market auditors struggle to generate efficient and useful internal control assessments. This session will focus on proven approaches to reduce costs and increase the usefulness of these required procedures. Forthcoming Standards confirm the continuing role of this area of current practice. Practical hints on documentation, integrating IT auditing, developing internal IT audit expertise and the need to sometimes "think outside the forms" will enhance your audits.


Learning 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 Group

To submit a question or participate in polling, click the link above.

There seems to be more news coverage in recent years about Social Security and Medicare solvency as well as numerous suggestions of strategies to get the most out of both programs. Attend this session to hear about current legislation, the basics of the programs and ideas you can use to help your clients make informed decisions.


Learning 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 LLP

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

To submit a question or participate in polling, click the link above.

This session will provide the attendees with an overview of the entire SOC space. From SOC1 to SOC2 to SOC3 to SOC for CyberSecurity and all of the other flavors and types of SOC reporting that may exist at the time of the conference. Attendees will walk away with an understanding of the differences between the various levels and types of SOC reporting. Attendees will have an understanding of how to monetize this space and will be provided with links to resources that will help from planning to delivering these services.


Learning 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 CPAs

To submit a question or participate in polling, click the link above.

Growing a firm means you have to be diligent to balance the intake of revenue with the availability of your team's labor (I.e. capacity management). These are intimately related and must be considered together. It's imperative that you know when to hire, when not to hire, when to take on new revenue, and when to turn revenue away (or slow it down). This session will speak to the definitions of capacity management and how you can be proactive in navigating our labor market in these tough times.


Learning 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, LLP

To submit a question or participate in polling, click the link above.

This program will cover the Circular 230 and AICPA ethics rules that apply to tax practitioners, and how they can help us navigate difficult situations with clients. We will discuss our ethical duties in when we discover a client's non-compliance, how to handle a client who does not want to cooperate with an audit, and how to correct false information provided by the client to the IRS.


Learning 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)

A convenient, low-stress opportunity to develop relationships and network. Speed Mentoring offers short 5-minute one-on-one conversations with several mentors across several areas of focus. Share your skills, unique experiences, and preferences and make lasting connections. PRE-REGISTRATION IS REQUIRED.

5:00 PM – 5:25 PM PDT

ENG22EL21. Pull up a chair — Tax season therapy for your practice health

April Walker

- Lead Manager | AICPA

Brandon Lagarde

- Postlethwaite & Netterville

DANIEL MOORE

- Owner | D.T. Moore & Company

To 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:

  • Learn about resources available from the AICPA Tax Section to help you run a more efficient practice.
  • Learn how to deal with workload compression, staffing shortages, professional development and more.
  • Understand ways to mitigate practice issues that crop up with proper planning and key firm management steps.
  • Identify potential for common practice management struggles that can derail your busy season.

5:00 PM – 5:25 PM PDT

ENG22EL22. Education Lab #2 (W 5pm)

To submit a question or participate in polling, click the link above.

5:00 PM – 5:25 PM PDT

ENG22TD22. Tech Demo #2 (W 5:00pm)

To submit a question or participate in polling, click the link above.

5:35 PM – 6:00 PM PDT

ENG22EL23. Education Lab #1 (W 5:35)

To submit a question or participate in polling, click the link above.

5:35 PM – 6:00 PM PDT

ENG22EL26. Educ Lab #24(5:35) All About PCPS: Finding Firm Practice Management Resources, presented by AICPA PCPS Section

Kari Hipsak

- Senior Manager - Firm Services | Association of International Certified Professional Accountants

To 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

5:35 PM – 6:00 PM PDT

ENG22TD24. Tech Demo #2 (W 5:35)

To submit a question or participate in polling, click the link above.

Thursday, June 9, 2022

6:00 AM – 7:00 AM PDT

Yoga with Amy Vetter

Join Amy Vetter on the Ironwood Terrace to kickstart your day with yoga. Please bring a towel or yoga mat!

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

Morning Engage 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 Accounting

To submit a question or participate in polling, click the link above.

Pricing isn't as straightforward as it used to be. Join us as we explore hourly, fixed fee, and value based billing. We'll discuss how each model impacts your clients and ways to put a new model into practice, so you can bill your clients with confidence.


Learning Objectives:

  • Identify ideal situations for each billing model.
  • Compare fixed fee, hourly, and value based billing models.

7:00 AM – 7:50 AM PDT

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

Val Steed

- Director Accountants | Zoho Corporation

To submit a question or participate in polling, click the link above.

The old days of siloed solutions is gone. Nowadays, firms look to complete SaaS integrated solutions that drive down costs with much quicker implementations. This session will take you on a journey from siloed solutions to the future of all integrated SaaS solutions with many hints, tips, and war stories along the way.


Learning 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 | CPACharge

To submit a question or participate in polling, click the link above.

Maintaining a positive cash flow is essential for CPA firms of any size. If you aren't keeping a proper eye on your firm's bottom line, it simply cannot survive. The most successful CPA firms use a variety of best practices to manage their finances effectively, many of which can be implemented relatively quickly.


Learning 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 | Tipalti

To submit a question or participate in polling, click the link above.

The back-office function of accounts payable (AP) isn’t always seen as a top priority when building a competitive edge. But when it comes to working capital optimization and supporting business growth strategies, accounts payable is a core strategic function. As a trusted advisor to your clients, proving that AP is critical to the bottom line empowers finance leaders to create a positive return on investment. During our session, we’ll discuss:


Learning Objectives:

  • How to create a strategic AP mission and communicate that to clients
  • How to shift the current perception of the AP function
  • 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

Daniel Lucas

- President & Founder | Credo CFOs & CPAs

To submit a question or participate in polling, click the link above.

When serving high net worth individuals and business owners, we've often asked how to optimize their tax liability. There are more than write-offs available to many clients, but it's important to be well versed in complex strategies to best serve your clients.


Learning Objectives:

  • Indicate how to use the tax planning process to prepare for the tax preparation process
  • 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

7:00 AM – 8:00 AM PDT

Topic Driven Networking

Mark your calendars! On June 9th, from 7:00-8:00am come join your fellow attendees for an interactive roundtable discussion. You will not want to miss this opportunity to network and engage with your fellow conference attendees.

7:10 AM – 7:35 AM PDT

ENG22EL25. Education Lab #1 (TH 7:10)

To submit a question or participate in polling, click the link above.

7:10 AM – 7:35 AM PDT

ENG22TD26. Tech Demo #2 (TH 7:10)

To submit a question or participate in polling, click the link above.

8:00 AM – 9:15 AM PDT

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

Mo Huda

- Senior Manager | Moss Adams

Jeremiah LaRue

- Product Marketing Manager | CPA.com

Diane Yetter

- President and Founder | Sales Tax Institute & Yetter Tax

To 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 LLC

Brian Kush

- Principal | Intend2Lead

To submit a question or participate in polling, click the link above.

The authoritarian, ego-based leadership model has long passed its expiration date. A more conscious, evolved form of leadership has been emerging for years, and recent events have shown us that the need for this new form of leadership is urgent. We are at a breaking point… and breaking points signal profound opportunities to create true change. We will explore what it means to be a more conscious, evolved leader, including:

What we're getting wrong when it comes to leadership in accounting

Human leadership strengths that can transform the workplace

Practical ways you can tap into your humanity to be a better leader


Learning 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 Inc

To submit a question or participate in polling, click the link above.

The world is more virtual than ever and the millennial and GenZ generations want to connect and trust the experts in their life they hire. Video content is prevalent with Instagram, youtube, and tiktok being the top places these generations consume content. Learn how to leverage video content to build trusted relationships online that turn into customers.


Learning 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

Thalia Smith

- Partner | Deloitte & Touche LLP

Okorie Ramsey

- Vice President of Sarbanes/Oxley (SOX) | Kaiser Permanente

Guylaine Saint Juste

- President & CEO | NABA

To submit a question or participate in polling, click the link above.

This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates.


Learning 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 Bank

To submit a question or participate in polling, click the link above.

A discussion of the major drivers of economic activity in 2022.


Learning 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.

To submit a question or participate in polling, click the link above.

The speed of technology change has been accelerating. But unfortunately, we can’t keep up, and we don’t know what to do about it. This visionary session provides insights, choices, and recommendations to help you decide how rapidly to move, which technologies will affect your business, and how to separate sales pitches from innovative ideas. This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in areas ranging from software applications to hardware devices. You’ll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.


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 Advisors

AMBER GOERING

- President | Goering and Granatino, P.A.

Carl Peterson

- VP - Small Firm Interests | AICPA

To submit a question or participate in polling, click the link above.

We're in the midst of a leadership change in small firms, with many owners expected tor retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus.


Learning 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 Cooperman

Joe Bublé

- Partner | Citrin Cooperman

To 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 International

Karl Busch

- Senior Director - Product Management - Dynamic Audit Solution | AICPA

Kalil Merhib

- Vice President, Growth & Professional Services | CPA.com

To 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 CPAs

To submit a question or participate in polling, click the link above.

When it comes to engaging a team, there are four words, that although simple, can have a tremendous impact. Those words are "What do you think?". These words, when said with an authentic desire to hear their answer, can break down barriers, unite a team and move your organization forward, faster. In this session, we will explore how leaders can create open cultures of feedback and collaboration to engage, develop and retain talent.


Learning 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

Ruth Reitmeier

- Director of Coaching and Training | Doerr Institute at Rice University

Kassi Rushing

- Director, Organizational Strategy & Employee Development | Blue Hen

Jeannine Brown

- Chief Executive Officer | Everyday Organizational Designs

To submit a question or participate in polling, click the link above.

The Great Resignation is a phenomenon where record numbers of people are leaving their jobs during the COVID-19 pandemic. Join this session to learn how to navigate the ripple effects of the pandemic and re-evaluate how to retain talent, particularly women who have been the most impacted.


Learning 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 | PWC

To submit a question or participate in polling, click the link above.

This session will focus on recent SEC and FASB rulemaking and highlight the resulting impacts to accounting and financial reporting matters that may impact your company's financial statements.


Learning 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 Institute

Amy Radin

- Independent Director, Growth Advisor, Award Winning Author | Pragmatic Innovation Partners

To submit a question or participate in polling, click the link above.

Gartner predicts that by 2024, 70% of new FP&A projects will become extended FP&A spanning across the enterprise and involving true business value partnering with corporate finance and accounting teams. Successfully leveraging this trend will require innovative approaches and mindset. In this session the speakers will share pragmatic advice from an innovator's toolkit that finance and accounting pros can apply in their organizations and discuss how xFP&A can be used to expand the value created by the finance team.


Learning 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 Enterprises

To submit a question or participate in polling, click the link above.

Whether you’re going out on your own or reinventing your practice, the post-pandemic environment has raised the bar on what your team and its clients expect from firm's technology. We will review the current state of small and mid-sized CPA firm technology to help your team identify the best applications and services to make your team more effective today and in the future. Attend this breakout and learn more about what you might be missing in your technology stack.


Learning 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 Consulting

To submit a question or participate in polling, click the link above.

Is partner compensation causing tension at your firm? Do you wish partners were held more accountable? Want them to make choices with the firm’s best interests in mind, as opposed to just what’s best for their personal bottom line? It might be time to update your CPA firm compensation system to drive performance and reduce current or potential conflict. In this session, we’ll cover five mistakes we see in practice and modern updates you can make to use your compensation system to improve your bottom line.


Learning 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 LLP

To submit a question or participate in polling, click the link above.

This session will provide an update on the current tax legislative landscape in Washington and set the stage for the upcoming November 2022 elections with a view for how those elections could impact tax policy.


Learning 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 | Deloitte

Debra Estrem

- National Director, Tax Controversy | Deloitte Tax

To submit a question or participate in polling, click the link above.

Join us for an in-depth conversation about current IRS approaches to auditing high wealth individuals and their related entities. In addition, understand more about recent challenges faced by the IRS during the pandemic, and how to appropriately respond.


Learning 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

Join us in the exhibit hall for a special celebration of the accounting profession with games, prize giveaways, and fun! Open to all pass holders. Prize drawings every 11 minutes starting at 11:11am, ending 1:11pm. Must be present to win.

11:15 AM – 12:30 PM PDT

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

Matt Rampe

- Principal | Rampe Consulting

To submit a question or participate in polling, click the link above.

The CPA industry is going through rapid, massive changes. There are so many complex problems swirling around. Firms haven’t faced such difficult changes in our past and don’t know how to solve these kinds of issues. This session gives you a proven toolkit to do just that. You’ll have fun in this high energy, hands-on introduction to Stanford’s famous innovation process called Design Thinking. We’ll create real prototypes to solve a common CPA firm problem! You’ll walk away with a process that can accelerate the speed and effectiveness of how you develop new services, processes and a thriving future for your entire organization.


Learning 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 | Oracle

To submit a question or participate in polling, click the link above.

To stay competitive organizations are taking on digital transformation initiatives, preparing their people, processes, and technologies to stay ahead of change. But did you know that 70 percent of digital transformations fail? Join this session and learn about a proven path and model to beat the odds. You’ll hear highlights from the new Agile Finance Transformation Certificate Series based on AICPA & CIMA’s agile finance model, along with Oracle’s successful real-world implementation of the agile mode


Learning 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 Group

Chris Ortega

- CEO | Fresh FP&A

To submit a question or participate in polling, click the link above.

The balance of people & performance strategies are becoming significantly important when considering the impact. Additionally, CFO and leaders are tasked with adapting their people and performance strategies to meet the demands around talent retention, career development and overall company performance.


Learning 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.

To submit a question or participate in polling, click the link above.

Rapid growth, whether through a merger or organically, presents challenges for any firm. A focus on technology planning and integration early in the merger process can mitigate risk to the firm, increase productivity, and support a one-firm culture. This interactive session will provide strategies for leveraging technology to ease your firm’s growing pains.


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, LLC

To submit a question or participate in polling, click the link above.

Microsoft Office 365 is one of the most underutilized technology investments in CPA firms and business organizations in general. In this session, John will share his knowledge and experience of helping numerous organizations to effectively deploy Office 365 and maximize the benefits of an investment you are likely already making. You will experience how the integration of Teams, SharePoint, Power BI, Planner, OneNote and other apps in the Office 365 ecosystem can be harnessed to truly optimize your firm's ability to communicate, collaborate and share knowledge with staff and clients in a virtual work environment.


Learning 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, Association

To submit a question or participate in polling, click the link above.

Join Bill Pirolli as he explores best practices for increasing your Firm’s profitability….working smarter, not harder. In this fast paced, popular session, Bill will review the 7 drivers of profitability including client selection…and dismissal, billing and collection, leverage, avoiding scope creep and more. Learn how focusing your efforts in service lines can lead to greater efficiency and profitability. Bill will also review key metrics from the latest AICPA MAP survey. Bring your firm’s statistics to see how you measure up.


Learning 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, PLLP

Drew Wolf

- Senior Accountant II | Boyum Barenscheer, PLLP

Chris Wittich

- Partner | Boyum Barenscheer, PLLP

To submit a question or participate in polling, click the link above.

Effective managers can make the difference between success and failure in an accounting firm. How do you measure what makes someone a good or a bad tax manager? Join this panel of colleagues to discuss the good, the bad and the ugly of managing staff.


Learning 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 | Withum

To submit a question or participate in polling, click the link above.

This session will look at the most common International Information Reporting requirements that High Net Worth Individuals encounter.


Learning 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

Do you like Family Feud? On June 9th, challenge your fellow attendees to see who can guess the most popular answers. Do you have what it takes to win? This event is limited to 60 players.

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 + Advisors

Mike Triantos

- Head of Partnerships | Jirav

Ashley Doyen

- CAS Product Account Manager | CPA.com

Robin Thieme

- Founder, CEO & CAO (Chief Anticipation Officer) | KBS CFO, LLC

Chris Gallo

- State & Local Tax Director | BerganKDV

To 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 Associates

To submit a question or participate in polling, click the link above.

When we develop the following six habits we will form an interlocking pyramid of integrated habits. In some hands on focus exercises and role playing we will focus on caring skills, process-oriented habits, and trust and roles. How does strengthening emotional capacity, expanding self-awareness, practicing empathy and respectfulness, establishing team norms, thinking laterally and entrusting members with appropriate roles create a strong pyramid to create an effective teams. Come find out how you can lead or follow to make your team even more effective.


Learning 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 | Wipfli

To submit a question or participate in polling, click the link above.

On the journey to being a transformational leader social intelligence is a key skill to master. This session outlines what social intelligence is and how you activate it in your leadership style.


Learning 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, Inc

To submit a question or participate in polling, click the link above.

What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the practical and mobile technologies supporting and empowering remote employees to work smarter.


Learning 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 Officer

To submit a question or participate in polling, click the link above.

In this session, Angie discusses the importance of building client loyalty during these unprecedented times, making sure our best clients are being served very well and recognizing how we can help. Ultimately, this leads to retention and referrals and reduces price sensitivity. We discuss showing up as a Trusted Advisor with clients and cross-selling opportunities by understanding the client holistically as well as having a clear understanding of your firm’s service offerings and your network’s capabilities. Currently our clients have more of a need to work with us than ever before. Your best clients are your competitors’ top prospects. We look at how identifying “B” clients and turning them into “A” clients is a top priority and one of the best opportunities to grow.


Learning Objectives:

  • Determine why clients buy and why they remain loyal
  • Analyze the concept of the Value Ladder and ways to climb the ladder with clients
  • 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

1:30 PM – 2:45 PM PDT

TAX2201. General Business Tax Update

Tony Nitti

- Partner - National Tax | EY

To submit a question or participate in polling, click the link above.

Changes are a given in the business tax world these days. Join this session to hear the latest and the greatest of what you need to know to stay abreast of the business tax law changes – including legislation that could be coming down the pike, recent administrative rules and Tax Court cases.


Learning 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 University

To submit a question or participate in polling, click the link above.

A special passive activity loss limitation rule allows so-called real estate professionals (REP) to apply the material participation tests to their rental real estate, potentially moving these rentals out of the per se passive activity designation. As evidenced by a few court cases on this topic each year, this complex provision is often misinterpreted. The new regulations under section 163(j), a TCJA provision that uses a term from section 469(c)(7), added new regulations to Reg. 1.469-9 that clarify the REP definition. This presentation explains the REP rule, traps for the unwary, the significance of recent regulations, and planning and due diligence considerations.


Learning 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 | Wipfli

To submit a question or participate in polling, click the link above.

In this session we outline the foundational pieces that need to be in put place to turn your current culture into a competitive advantage for your organization.


Learning 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 Group

To submit a question or participate in polling, click the link above.

In his presentation, Allan will discuss what’s happening, best practices, opportunities, successes, and the challenges faced when considering a merger or acquisition.


Learning 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, LLP

Jordon Rosen

- Director | BLS CPA

Annette Nellen

- Professor | San Jose State University

Julie Welch

- Shareholder and Director | Meara Welch Browne, P.C.

To submit a question or participate in polling, click the link above.

This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with recently passed or proposed legislation! Get ideas you can use immediately to help your clients minimize taxes!


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.