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

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

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.

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

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.

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

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

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.

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

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.

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

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.

Learning Objectives:

• Recall tips to effectively communicate with clients
• Identify compliance, technology and practice management considerations
• Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
• Recognize the future of services to individuals
• Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value

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.

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

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!

Learning Objectives:

• Identify guidelines on reaching for and achieving success
• Recognize methods to instill motivation and confidence in teams.

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.

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.

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

Learning Objectives:

• Recall what is happening in the global economy
• Recognize what the macroeconomic backdrop means for capital markets

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

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.

Learning Objectives:

• Identify new estate planning best practices for IRAs
• Recognize the source of the changes and the mathematics of the options.

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

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

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

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

Learning Objectives:

• Identify the challenges to be faced when advising clients about business succession planning.
• Recognize the tax planning solutions to freeze future appreciation of the business and provide needed liquidity for tax payments.
• Recall specific concerns that members of different professions and businesses face in transferring a business interest.

Learning Objectives:

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

To submit a question or participate in polling, click the link above. Join Jill Schlesinger as she interviews Kimberly Ellison Taylor in the ENGAGE Live Studio.

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.

Learning Objectives:

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

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.

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.

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.

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

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

In recent years, the need for “traditional” estate tax planning has dramatically decreased. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. This session will explore three key estate planning themes advisors can focus on for success in 2022 and beyond.

Attendees will analyze the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption, where for more than 99% of families, the primary focus has shifted away from estate tax minimization, and towards basis management and income tax planning. Advisors will also gain a deeper understanding of how today’s rising interest rates impact estate planning for the “lucky” few families who still must contend with the Federal estate tax. Finally, the program will explore how the rise of the digital world has created a new and largely unaddressed wrinkle in estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.

Learning Objectives:

• Recognize how rising interest rates impact various estate planning strategies
• Recall opportunities to maximize the step-up in basis and minimize ‘lost’ losses
• Identify clients’ financial AND non-financial digital assets
• Determine a plan for addressing digital assets within a clients overall estate plan

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.

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

Learning Objectives:

• Recognize how to allocate GST exemption and elect out of automatic allocation
• Evaluate how to fix past mistakes regarding GST exemption allocations

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.

Learning Objectives:

• Assess the impact of COVID-19 funding on single audits
• Identify the nuances of the latest OMB Compliance Supplement

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.

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.

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

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

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!

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

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

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.

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.

Learning Objectives:

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

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.

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

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.

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

Learning Objectives:

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

Learning Objectives:

• Identify best fit opportunities for your clients
• Recall the new IRS Guidance & Legislative Update
• Distinguish the expenses associated with both credits
• Recognize the complexities of taking both credits together
• Analyze an overview of the R&D Tax Credit and ERTC

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

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.

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!

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

Learning Objectives:

• Recognize scenarios where clients may be at risk for penalties due to late enrollment in Medicare or making ineligible contributions to a Health Savings Account.
• Assess the maximum amount eligible taxpayers can contribute to their Health Savings Account in the year they plan to enroll in Medicare.
• Apply the rules for HSA contribution eligibility alongside Medicare enrollment to specific scenarios involving married clients who do not retire at the same time.

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

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.

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

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.

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.

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

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... [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

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

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.

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.

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

Learning Objectives:

• Recall the Cross-Functional Dilemma
• Formulate a Working Partnership
• Indicate Institutional Long Term-Success

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.

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

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

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

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

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

Learning Objectives:

• Apply practical tips to make you more efficient
• Identify a better way to collaborate

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

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.

Join Jill Schlesinger as she hosts a live Q&A with David Cieslak.

Learning Objectives:

• Recognize the importance of trust at work.
• Identify the elements of trust.
• Analyze real-life examples from each element of trust.

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.

Learning Objectives:

• Identify significant elements of the current Enhancing Audit Quality (EAQ) initiative
• Recall the most recent developments in the Peer Review Program

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.

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

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

Learning Objectives:

• Identify techniques of how to think critically
• Analyze the process to apply for critical thinking
• Recognize how to leverage data and statistics

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.

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

Learning Objectives:

• Evaluate the tradeoffs of creating portfolio income in retirement
• Create a goals-based process to build retirement income from investments
• Recognize the value of various financial instruments in meeting spending goals

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

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.

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

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

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.

To submit a question or participate in polling, click the link above. If you find yourself saying “There has to be a better way to do this” then automation is the key to improving…or is it? Automation has firmly cemented itself as a central tenant of a successful firm. But automation without a deep understanding of the benefits you reap can have dire consequences. Worse still is automation without understanding how you or your firm value those benefits. This session will present common scenarios for automation while assisting firms and decision makers by providing an economic foundation in choice.

Learning Objectives:

• Identify common areas where automation is sought
• Analyze the specific value automation can bring to your firm
• Determine the processes necessary for accurately evaluating choices
• Recognize when automation is not right for your firm

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

Learning Objectives:

• Identify Timely & Critical Information
• Formulate Interpretation & Analysis
• Recall Firm and Business Strategies
• Recognize Practitioner Capabilities

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

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

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

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

Learning Objectives:

• Apply Value Pricing to Tax Planning
• Recall the ROI Method
• Using TaxPlanIQ to showcase ROI

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

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

Learning Objectives:

• Analyze ESG
• Identify how accounting, risk, and audit can add value through ESG

Learning Objectives:

• Recognize the differences between Fiduciary Accounting Income and Distributable Net Income
• Estimate the amount and use of portability amounts
• Recall new IRS estate tax compliance procedures and opportunities
• Identify how to present returns to minimize audit risks

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

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.

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

Learning Objectives:

• Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
• Evaluate variables to incorporate and update when providing financial and tax guidance.
• Assess and predict future income and ways to manage future tax brackets.
• Formulate in basis planning for the surviving spouse.

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

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.

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

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

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.

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

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

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.

Learning Objectives:

• Assess a quick overview of some of the most important planning opportunities for trusts
• Compare various planning opportunities available for trusts

Learning Objectives:

• Identify planning areas and recommendations.
• Recognize estate and gift tax issues that affect your clients.

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.

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

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.

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

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

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

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!

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.

Learning Objectives:

• Identify tools to maximize your success as a leader.
• Differentiate performance currency from relationship currency.

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.

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

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

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:

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

To submit a question or participate in polling, click the link above. Learn how to easily access all your client HR and Payroll data, 24/7, including pre-populated forms to help clients apply for PPP loans and forgiveness. Our online and mobile solutions, combined with convenient support options, help deliver the answers and insights you need on a timely basis for real-time reporting and decision-making.

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:

• Determine how likely a cyber security breech is and what the risks to my business are.
• Identify what steps I can take to protect my business from cyber-attack.

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

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.

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.

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.

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

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

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

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

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.

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

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

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

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.

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

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

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

Learning Objectives:

• Analyze the new requirements of the quality management standards
• Apply the new, proactive, risk-based approach to quality management systems within firms.

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.

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

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

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

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.

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

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.

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.

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:

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

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

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!

Learning Objectives:

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

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

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.

Learning Objectives:

• Determine how to shift the current perception of the AP function
• Identify how to create a strategic AP mission and communicate that to clients
• Recognize how to bolster the value of AP within your clients’ organizations

Learning Objectives:

• Distinguish high-impact tax strategies that you may have heard of but didn't know how to implement.
• Recall how to proactively offer tax strategy and turn it into your most valuable service
• Determine how to proactively offer tax strategy and turning it into your most valuable service.
• Analyze the system for architecting a blueprint and strategy for your client
• Recognize why it is important to have a strong network of partners, and how to build your network of solution partners
• Identify how to integrate value billing concepts
• Indicate how to use the tax planning process to prepare for the tax preparation process

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

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

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

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.

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

Learning Objectives:

• Identify key technologies to implement in your business and personal life
• Compare examples of emerging technologies that will affect the accounting profession

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

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.

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

Learning Objectives:

• Recognize why collaboration is important to engaging team members
• Determine the principles of collaboration and facilitation
• Apply facilitation techniques into practice

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.

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

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

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

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

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.

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.

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

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.

Learning Objectives:

• Identify People & Performance 30, 60 and 90 strategies
• Apply People Scorecard for implementing
• Formulate understanding on why balancing people & efficiency matters

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

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.

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

Learning Objectives:

• Identify success metrics for good management practices
• Recall important takeaways, best practices and lessons learned from different levels within a firm

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

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

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.

Learning Objectives:

• Recall the basics of social intelligence
• Recognize how social and emotional intelligence link together in rounding out your leadership style

Learning Objectives:

• Identify practical technology you can deploy today
• Recognize what technologies are coming soon that may impact your technology strategy

Learning Objectives:

• Select a plan for super-serving clients and uncovering opportunities to better serve them using tools and techniques to set you and your firm apart from the competition
• Determine why clients buy and why they remain loyal
• Analyze the concept of the Value Ladder and ways to climb the ladder with clients

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.

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.

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

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.

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.