Saturday, June 3, 2023
12:30 PM – 2:35 PM PDT
PFP23101A. Building Your Tax and Financial Planning Advisory Business Workshop: PFP Business Models - True Stories from Successful CPAs
Susan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMark Astrinos
- Principal & Founder | Libra WealthDirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCThere 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
2:50 PM – 3:40 PM PDT
PFP23101B. Building Your Tax and Financial Planning Advisory Business Workshop: PFP Business Models - True Stories from Successful CPAs cont...
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMark Astrinos
- Principal & Founder | Libra WealthDirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCContinuation of session one... 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
3:00 PM – 4:15 PM PDT
PFP23201A. PFS™ Live! Workshop: Body of Knowledge Overview
Daniel Snyder
- Director - Personal Financial Planning (PA) | Association of International Certified Professional AccountantsThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®3:45 PM – 5:50 PM PDT
PFP23101C. Building Your Tax and Financial Planning Advisory Business Workshop: Regulatory and Compliance Issues
Ellen Bruno
- President | Compliance Advisor Professionals,LLC* 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
4:30 PM – 5:45 PM PDT
PFP23201B. PFS™ Live! Workshop: Practical Applications for a Younger Family Client – Case Study #1
Thomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®Sunday, June 4, 2023
8:00 AM – 9:15 AM PDT
PFP23102A. Building Your Tax and Financial Planning Advisory Business Workshop: How to Secure, Price, and Structure the PFP Engagement
Susan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCThomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®* 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
9:20 AM – 10:45 AM PDT
PFP23102B. Building Your Tax and Financial Planning Advisory Business Workshop: Technology Topics for PFP
* Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.) * Major industry trends * Emerging technologies
9:20 AM – 10:35 AM PDT
PFP23202A. PFS™ Live! Workshop: Practical Applications for a Pre-Retirement Family Client – Case Study #2
Thomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®10:50 AM – 11:40 AM PDT
PFP23202B. PFS™ Live! Workshop: Practical Applications for an Older Retired Family Client – Case Study #3
Thomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®11:00 AM – 12:00 PM PDT
PFP23102C. Building Your Tax and Financial Planning Advisory Business Workshop: Business Model Roundtables
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMark Astrinos
- Principal & Founder | Libra WealthDirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCGROUP 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, SageView Advisory Group, LLC, Syracuse, NY * Experience selling a business and providing PFP services in multiple firms with a fee-only focus on investment management and financial planning
12:45 PM – 1:10 PM PDT
PFP23202C. PFS™ Live! Workshop: Practical Applications for an Older Retired Family Client – Case Study #3 (continued)
Thomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®1:00 PM – 4:30 PM PDT
EST23101. Basic Income Tax Planning For Trusts
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth ManagementPaige Goepfert
- Managing Director | AndersenINTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS. More information coming shortly...
1:00 PM – 4:30 PM PDT
NAA23101. Risk Assessment
INTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS. More information to come...
1:00 PM – 1:50 PM PDT
PFP23102D. Building Your Tax and Financial Planning Advisory Business Workshop: Where are they now?
Theodore Sarenski
- Wealth Adviser | Sage View Advisory Group_Graduates from the workshop will share their progress since they participated in this workshop. _ Moderator: Theodore Sarenski, CPA/PFS, CFP, AEP, Wealth Manager, SageView Advisory Group, LLC, Syracuse, NY_ _
1:00 PM – 4:30 PM PDT
PRA23101. To be Advised
1:00 PM – 4:30 PM PDT
TAX23101. A Deep Dive Into Partnerships and S-Corps
INTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS. More information coming shortly...
1:00 PM – 4:30 PM PDT
TCH23101. A Deep Dive into Updates from the 2022 SOC 1 and SOC 2 Guide and What it Means for Practitioners
Catherine Bruder
- President | Catherine Bruder ConsultingSteven Ursillo
- Partner | National Leader Information Assurance and Cybersecurity | Cherry Bekaert LLPAngela Appleby
- Audit Partner | Plante MoranINTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS More information to come...
1:15 PM – 2:30 PM PDT
PFP23202D. PFS™ Live! Workshop: Practical Applications for a Business Owner Client – Case Study #4
Thomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®1:55 PM – 3:30 PM PDT
PFP23102E. Building Your Tax and Financial Planning Advisory Business Workshop: Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMark Astrinos
- Principal & Founder | Libra WealthDirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCYou will learn how panelists communicate with clients, structure their meetings, and deliver & present planning ideas to clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.
3:00 PM – 4:40 PM PDT
PFP23203. PFS™ Live! Workshop: PFS Experienced CPA Assessment
Daniel Snyder
- Director - Personal Financial Planning (PA) | Association of International Certified Professional Accountants3:45 PM – 4:55 PM PDT
PFP23102F. Building Your Tax and Financial Planning Advisory Business Workshop: Next Steps - Practical Advice from the Panel and Q&A
Theodore Sarenski
- Wealth Adviser | Sage View Advisory GroupSusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLCJean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCDavid Stolz
- President | Stolz and AssociatesBrooke Salvini
- Principal | Salvini Financial PlanningMark Astrinos
- Principal & Founder | Libra WealthDirk Edwards
- Partner | Edwards Bradley PCScott Sprinkle
- Managing Member | Sprinkle & Associates LLCThis 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
Monday, June 5, 2023
8:00 AM – 9:15 AM PDT
ENG23K01. ENGAGE Keynote - to be advised
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
9:30 AM – 10:45 AM PDT
EDG2301. Unlocking the Magic: The Secret to Creating Teams that Flourish
Sarah Elliott
- Co-founder and Principal | Intend2Lead LLCBrian Kush
- Principal | Intend2Lead9:30 AM – 10:45 AM PDT
EST2301. Estate, Gift and Generation-Skipping Tax Update
Andrew Katzenstein
- Partner | Proskauer Rose LLP9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
FMA2301. Technology and Firm Management Update
Roman Kepczyk
- Director of Firm Technology Strategy | Right NetworksThis comprehensive CPA Firm technology update will focus on leading accounting production best a practices backed by the latest CPAFMA IT and Digitally Driven benchmarks, as well as innovative new applications challenging the status quo. Roman will provide specific production optimization recommendations gleaned from his experience as an outsourced lean six sigma consultant and technology partner. Roman will also highlight trends in cloud, collaboration, and cybersecurity, along with a glimpse into future disrupters that are already changing the accounting profession.
Learning Objectives:
- Learn about latest CPA Firm trends, technologies, and potential disrupters that firms should be implementing.
- Learn about practical applications and production processes that are optimizing CPA firm production today.
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
TCH2301. TECH Update
Randolph Johnston
- Founder | Network Management Group, Inc.11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
ENG2301. Security Laws (EST, PFP)
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth Management11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
EST2302. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
Eileen Sherr
- Director - AICPA Tax Policy & Advocacy | AICPA11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
EST2304. Valuation issues in Estate Planning
Paige Goepfert
- Managing Director | Andersen11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
FMA2302. Firm Economics Update
William Pirolli
- Chair, AICPA and Vice-Chair, Association11:15 AM – 12:05 PM PDT
FMA2303. Hiring for Job Skills vs. Traditional Roles
Rachel Anevski
- President & CEO | Matters of Management, LLCMany of us hire for the traditional roles we have open in our organizations. Tax Managers, Audit Seniors, Staff Accountants, and the like have become regular routine job descriptions that we regularly fill. Still, when leaders are asked to define what they are looking for, terms like leadership, relationship manager, customer service, salesperson, delegator and communicator are often part of the conversations. Which is easier to make, a technical accountant or great listener? and, which is your firm better at training?
Learning Objectives:
- Learn how to evaluate your hiring practices to emphasize the hire of different types of behaviors.
- Learn about alternative to traditional hires (like accounting, finance and economics) that would make fabulous future CPAs.
- Learn about how to tailor acquisition techniques to fill open behaviors or job skills that are necessary and needed for succession.
11:15 AM – 12:05 PM PDT
NAA2302. FASB Update
Jenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards BoardSusan Cosper
- Board Member | Financial Accounting Standards Board11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
PFP2304. 5 Years Before and 5 Years After Retirement
Oscar Vives
- Wealth Planner | PNC Private BankTheodore Sarenski
- Wealth Adviser | Sage View Advisory GroupDavid Stolz
- President | Stolz and AssociatesScott Sprinkle
- Managing Member | Sprinkle & Associates LLC11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
PRA2302. Revenue Replacement: New Strategies to Growth & Client Filtering
Jon Hubbard
- Boomer ConsultingMost firm leaders agree they don’t have enough people to properly serve the number of clients they have. Instead of getting rid of clients to solve capacity problems, let’s talk about revenue replacement. In this session, we will discuss how to:
- Identify Your Target Client(s)
- Packaging Services
- Develop a Business Development Process
- Message Your Offering in a Compelling Way
- Attract Leads Using a Marketing Strategy
- Manage the Client Intake Process
11:15 AM – 12:05 PM PDT
PRA2303. Partner Unity & Accountability
Gary Thomson
- Managing Partner | Thomson Consulting, LLC11:15 AM – 12:05 PM PDT
PRA2304. Recruiting is a Marketing Function!
Renee Moelders
- Partner | ConvergenceCoaching, LLCFinding the right team members at the right time is key to your practice success and the market has never been tougher. That’s why it’s more important than ever to execute a recruiting strategy that applies true marketing concepts to differentiate your firm from the rest. Together we’ll explore the specific marketing strategies and processes you can implement to attract the best and brightest of the profession. |
11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
11:15 AM – 12:05 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
ENG2303. Planning Nuggets for CPAs (PFP, EST, TAX)
Martin Shenkman
- Attorney | Shenkman Law1:30 PM – 2:45 PM PDT
ENG2304. Implementing SECURE - Individuals Beneficiaries (EST, TAX)
Stephen Bigge
- Partner | Keebler & Associates, LLP1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
EST2306. Grantor Trust Compliance
Carl Fiore
- Managing Director | Andersen LLCPaige Goepfert
- Managing Director | Andersen1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
FMA2304. Managing Your Partners Expectations About the Hybrid Workforce
Rachel Anevski
- President & CEO | Matters of Management, LLCOne-third of the partner group thinks it's perfectly fine to continue into 2023 and beyond with a virtual environment. They are poised and love working from home. Another group thinks the hybrid model is best; they get to interact with staff and balance in-person and off-site meetings. And still, there is a wave of partners that have a heavy influence in encouraging staff to return to the workplace. You are charged with making sense of it all and being the leader to get them all to co-exist. How are you managing it?
Learning Objectives:
- Learn about change-management theories and how to overcome fear in transition.
- Learn about organizational development and aligning business goals with staffing trends.
- Learn about your own ability to influence and manage up to a better firm for all.
1:30 PM – 2:45 PM PDT
FMA2305. Why Performance Management Isn't Enough
Guy Gage
- President | Partners Coach, IncFirm administrators and young partners alike often feel powerless when persuading other firm leaders. They are frustrated because their leaders won’t accept their perspective or appreciate their point of view. They don’t seem to listen.
This presentation will focus on how to influence others, especially those who hold positional power. Using the science of human motivation and behavioral economics, you will learn and see demonstrated the various skills and techniques you can use to interact more effectively with those in positional power.
Learning Objectives:
- Expand on the fundamental dynamics that have changed
- Use Career Development discussions to motivate performance
- Observe live demonstrations of the skills presented
1:30 PM – 2:45 PM PDT
NAA2303. PCC Panel - Part 1
Jenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards BoardJeffrey Mechanick
- Assistant Director | Financial Accounting Standards BoardMike Cheng
- Partner | Frazier & DeeterSusan Cosper
- Board Member | Financial Accounting Standards BoardJeremy Dillard
- Technical Standards Partner | SingerLewak LLPCandace Wright
- Director | Postlethwaite & Netterville1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
PRA2306. Small Firm Succession
Amber Goering
- President | Goering and Granatino, P.A.Carl Peterson
- VP - Small Firm Interests | AICPA1:30 PM – 2:45 PM PDT
PRA2307. Scaling Your Firm with Video
Jason Staats
- RealizeNicole Davis
- Founder and CEO | Butler-Davis1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
TAX2307. Fine Arts/Paintings
Colleen Boyle
- Fine Art Group1:30 PM – 2:45 PM PDT
TCH2303. 25 Automation Ideas
Chad Davis
- LiveCA LLP1:30 PM – 2:45 PM PDT
TCH2304. What you Should be Aware of in Digital Security: Trends in Breaches and Cybersecurity
Jeff Lemmermann
- SynerComm, Inc.3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
EDG2305. Let's Talk about Trust
Ranieka Weston
- Executive Coach | pLink LeadershipRebecca Tillemans
- Leadership Coach | pLink Leadership3:00 PM – 4:15 PM PDT
ENG2305. Tax Consequences of Education Planning: From Distribution Planning to Loan Forgiveness (PFP, TAX)
Becca Craig
- Buckingham Wealth PartnersRoss Riskin
- Chief Learning Officer | Investments & Wealth Institute3:00 PM – 4:15 PM PDT
ENG2306. Planning for Estates Under $10 Million (EST, TAX)
Karly Laughlin
- Principal | Belfint, Lyons & Shuman, P.A.Jordon Rosen
- Director | BLS CPA3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
ENG2308. How to Influence Those Over Whom You Have No Authority (PRAC, CPAFMA)
Guy Gage
- President | Partners Coach, IncFirm administrators and young partners alike often feel powerless when persuading other firm leaders. They are frustrated because their leaders won’t accept their perspective or appreciate their point of view. They don’t seem to listen.
This presentation will focus on how to influence others, especially those who hold positional power. Using the science of human motivation and behavioral economics, you will learn and see demonstrated the various skills and techniques you can use to interact more effectively with those in positional power.
Learning Objectives:
- Understand the dynamics of personal and interpersonal power
- Learn about how people are influenced
- Apply various techniques to specific situations
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
EST2308. Secure Act - Trust as Retirement Plan Beneficiaries
Mary Kay Foss
- CPA | Mary Kay Foss CPASandi Thorman
- Partner | GreerWalker LLP3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
NAA2304. PCC Panel - Part 2
Jenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards BoardJeffrey Mechanick
- Assistant Director | Financial Accounting Standards BoardMike Cheng
- Partner | Frazier & DeeterSusan Cosper
- Board Member | Financial Accounting Standards BoardJeremy Dillard
- Technical Standards Partner | SingerLewak LLPCandace Wright
- Director | Postlethwaite & Netterville3:00 PM – 4:15 PM PDT
PFP2310. Asset Allocation and Asset Location
Sunil Wahal
- Avantis Investors3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
PRA2309. Partner Agreement Horror Stories, and How to Avoid Them
Have you heard the tale of the founder who wouldn't retire? Or the one about two partners who provided very different levels of value to the firm, but retired with the same buyout? The lateral-hire partner who spent little time working and a lot of time gambling with the firm's money? The firm deadlocked on any initiative due to unanimous voting or management by committee? Join us for these troublesome tales of partnership matters gone wrong, and learn how you can avoid their fate. In this session we'll cover: 1. The surprising and significant ways that CPA firms have created problems by having poor partnership or operating agreements. 2. The good intentions behind their original agreement terms (or lack of). 3. How a partner agreement is not only an important legal document but serves as a blueprint for firm governance. 4. Recommendations for action so you can tell a tale of success about your firm.
3:00 PM – 4:15 PM PDT
PRA2310. M&A Best Practices for both the Aquirer and Acquiree
Allan Koltin
- CEO | Koltin Consulting GroupThis presentation will explore why there is an M&A frenzy taking place in the profession. Specifically, it will look at how to analyze the cultural, strategic, and economic fit for both the buyer and seller. The session will also discuss the best practices of setting up a structured process and will address the most often made mistakes and pitfalls that can take place in a merger or acquisition.
3:00 PM – 4:15 PM PDT
TAX2308. Partnership Tax Update
Brian Lovett
- Partner | Withum3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
Tuesday, June 6, 2023
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
EDG2306. Authentic No
Susan Stutzel
- Leadership Coach | PartnersCoach8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
ENG2310. Accounting Profession Pipeline Update (PRAC, FIN)
Get an update on initiatives the 5 key stakeholder groups that impact the accounting pipeline have under way and learn about how you can help drive interest in accounting.
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
9:30 AM – 10:20 AM PDT
EDG2307. Digital Body Language: Punctuation, Channels, and Emojis, Oh My!
Jaclyn Badeau
- President | Badeau Consulting, LLC9:30 AM – 10:20 AM PDT
ENG2312. Estate Planning for the Greying Divorce (EST, TAX)
Kim Willoughby
- Willoughby & AssociatesWendy Goffe
- Stoel Rives LLP9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
ENG2317. Business Information Services - the New BIS Team Member (TCH, FIN)
Anirudh Nadkarni
- WipfliWesley Hartman
- Founder | Automata Practice Development9:30 AM – 10:20 AM PDT
ENG2330. Succession Planning (PRAC, TCH, CPAFMA)
Tommye Barie
- Partner | Succession Institute, LLC9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
FIN2306. The Modern Finance Model
Ash Noah
- VP Managing Director, Learning, Education and Development | AICPA9:30 AM – 10:20 AM PDT
FMA2308. How to Nurture the New Generation
Sarah Dobek
- President and Founder | Inovautus Consulting9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
PFP2315. ETFs versus Mutual Funds
Sunil Wahal
- Avantis Investors9:30 AM – 10:20 AM PDT
PFP2316. Divorce Planning
David Stolz
- President | Stolz and Associates9:30 AM – 10:20 AM PDT
PFP2317. Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables
Oscar Vives
- Wealth Planner | PNC Private BankLauren Minch
- Co-Founder and Partner | LMD & Associates (LMD)Mark Astrinos
- Principal & Founder | Libra WealthJimmy Williams
- President and Founder | Compass Capital Management, LLC9:30 AM – 10:20 AM PDT
9:30 AM – 10:20 AM PDT
PFP2319. Optimizing Insurance Products to Meet Client Needs
Bobby Samuelson
9:30 AM – 10:20 AM PDT
PRA2311. What's Your Firm's WOW Factor
Renee Moelders
- Partner | ConvergenceCoaching, LLCProgressive firms well on their way to becoming a destination workplace are positioning as having somethings special -- a single wow factor they can offer to talent and/or clients. These firms are positioning on WOW strategies like “we don't keep time at our firm,” or “no one here works over 40 hours,” or “we are a truly flexible anytime, anywhere workplace,” or “we are a deep learning organization,” or “we are SO FUN.” Attend this session to learn more about firms on the leading edge of talent attraction and understand how you can be there, too.
9:30 AM – 10:20 AM PDT
PRA2312. Evaluating and Right-Sizing Your Client Base
Carrie Steffen
- President/Shareholder | The Whetstone GroupStaffing continues to be a challenge for most firms creating capacity issues with the potential to cause burnout, decreases in client satisfaction and stagnant growth. So how are firms addressing the issue? One strategy is formally evaluating clients and creating strategies to transition clients out of the practice. Client base right-sizing, or client culling, is an effective way to restructure workloads and enable your people to do more for existing clients—but it’s an endeavor not to be taken lightly. Transitioning clients out of your practice can create opportunities to grow (addition by subtraction), but must be handled with intention and expert communication. This session will offer attendees and process to evaluate existing clients, transition strategies to move them out of your practice and tools to support the process. We’ll also explore resources available from the PCPS to help.
9:30 AM – 10:20 AM PDT
TAX2310. Sale of the Family Business and Traps for the Unwary.
Jocelyn Borowsky
10:35 AM – 11:25 AM PDT
EDG2308. The 3 Elements of Effective Environment Team Communication
Brent Forbush
- Partner | Forbush and Associates10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
ENG2320. The Relationship Between Employee Experience & Client Experience (PRAC, TAX)
Arianna Campbell
- Shareholder & Consultant | Boomer ConsultingAs firms transition to delivering more advisory and consultative services, the focus on client experience is more important than ever. As firms struggle to recruit and retain enough quality staff, the focus on employee experience is more important than ever. While at face value client experience and employee experience could be viewed as two competing priorities, the reality is there is a strong relationship between the two.
10:35 AM – 11:25 AM PDT
ENG2321. Firm Profitability (PRAC, CPAFMA)
William Pirolli
- Chair, AICPA and Vice-Chair, Association10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
EST2313. Creative Ways of Using SLATs and Other Ways of Using the Exemption
Martin Shenkman
- Attorney | Shenkman Law10:35 AM – 11:25 AM PDT
FIN2307. Using Machine Learning & RPA in a Finance Setting
Michael Burns
- Director of Controlling | Covestro LLC10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
NAA2311. Blockchain
Jay Schulman
- Principal | RSM US LLP10:35 AM – 11:25 AM PDT
NAA2312. Partnership Accounting Issues
Thomas Groskopf
- Technical Director - Center for Plain English Accounting | AICPA/Barnes, Dennig & Co., Ltd10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
PFP2322. Risk Management for Business Owners
Chantel Stewart
- Wealth Management Advisor | Northwestern Mutual10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
PRA2314. 5 Things to STOP Doing In Your Firm
Keila Hill-Trawick
- Founder & CEO | Little Fish AccountingCarrie Steffen
- President/Shareholder | The Whetstone GroupIt’s common to focus on “what else” firms should do to maintain their relevancy and thrive as the profession rapidly evolves. But sometimes moving forward isn’t about what we add, but what we subtract. What processes and mindsets does your firm potentially need to unlearn to thrive? This session will explore five common areas of unlearning firms should examine right now in order to foster a sustainable and healthy organization in the future including random acts of marketing, “dabbling” in services, putting clients first and others.
10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
10:35 AM – 11:25 AM PDT
TCH2307. The Secrets of Top Performing CAS Practices
Amy Bridges
- Professional Development Manager | CPA.comKalil Merhib
- Vice President, Growth & Professional Services | CPA.com10:35 AM – 11:25 AM PDT
TCH2308. Utilizing BI for KPIs
Mathieu Lupien
- Simfiny Solutions Inc.12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
EDG2309. How to Create Compelling Content and Become a Thought Leader
Charlene Rhinehart
- Managing Director | CEO Unlimited LLC12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
ENG2324. SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape (NAA, TCH)
Catherine Bruder
- President | Catherine Bruder ConsultingJim Bourke
- Managing Director Advisory Services | WithumSmith+Brown12:30 PM – 1:20 PM PDT
ENG2325. Leading with Significance (PRAC, EDG, CPAFMA)
This presentation can be styled as an overview for transforming culture by sharing the sites you want to include on your daily journey or it can be styled to drill down more into a specific site like Flexibility or sense of belonging or the power of coaching for full potential. |
12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
FIN2308. Profits are a Dream, but Cash is a Reality
Chris Ortega
- CEO | Fresh FP&A12:30 PM – 1:20 PM PDT
FIN2309. Challenges Faced by Controllers in Small Businesses Panel
Kalyani Rodrigo
- CFO, Controller | Bates Trucking Company Inc12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
PFP2323. AI and Investments
Danielle Fava
- Director of Innovation12:30 PM – 1:20 PM PDT
PFP2324. M&A Landscape for Advisory Practices
Michael Goodman
- President | Wealthstream Advisors, Inc.12:30 PM – 1:20 PM PDT
PFP2325. New Individuals
Bob Veres
- Editor | Inside Information12:30 PM – 1:20 PM PDT
PFP2326. Too Few Dollars, Too Much Life
Tamiko Toland
- TIAA12:30 PM – 1:20 PM PDT
PRA2315. Building Your Client Experience
Sarah Dobek
- President and Founder | Inovautus ConsultingLiving your brand today requires more than a pretty logo and words on a screen. It requires know what your brand is and ensuring you deliver on that experience. In this session, we explore how to bring your brand to life and build and map your client experience. We’ll cover how to articulate and build client experience standards and an onboarding process for your firm.
12:30 PM – 1:20 PM PDT
PRA2316. Who Is Going To Do All This Work?
Jacquelyn Tracy
- Partner | Mandel & Tracy, LLCEmployers understand that six key motivators impact employee recruitment and retention. This presentation will highlight why top talent stays at one firm and outlines low-cost, medium-cost, and long-term recruitment and retention strategies. The presenter will detail how these recruitment and retention strategies specifically apply to women in the workplace.
12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
12:30 PM – 1:20 PM PDT
1:35 PM – 2:25 PM PDT
EDG2310. Seeking and Receiving Performance Feedback
Joynicole Martinez
- CEO | The Alchemist Agency1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
ENG2327. Tax Smart Charitable Giving, Especially with Retirement Assets (TAX, EST)
Christopher Hoyt
- Professor | Univ of Missouri (Kansas City) Law School1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
EST2316. Installment Sales
Paul Lee
- Global Fiduciary Strategist | Northern Trust Company1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
FIN2311. Core Communication Skills
Kristine Lemanski
- CFO | AssuredPartners Aerospace1:35 PM – 2:25 PM PDT
FMA2311. The Evolving CPA Firm Landscape: The Firm Manager's Impact on Growth
Michael Horwitz
- Executive Director, BDO Alliance USA | BDO1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
PFP2329. Podcasting
Jimmy Williams
- President and Founder | Compass Capital Management, LLC1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
PRA2318. Leading Human Organizations
Jason Blumer
- CEO | Blumer CPAs1:35 PM – 2:25 PM PDT
1:35 PM – 2:25 PM PDT
TAX2318. A Financial Editor's View of the Profession
Rick Kravitz
- New York State Society of CPAs1:35 PM – 2:25 PM PDT
TCH2310. Inspector Gadget
David Cieslak
- EVP, Chief Cloud Officer | RKL eSolutions, LLC4:30 PM – 5:45 PM PDT
Wednesday, June 7, 2023
8:00 AM – 9:15 AM PDT
9:20 AM – 10:35 AM PDT
11:00 AM – 12:15 PM PDT
EDG2312. Expanding Capacity through our Shared Humanity
Amber Setter
- Chief Enlightenment Officer | Conscious Public AccountantsMichael Maksymiw, Jr.
- Executive Director | Aprio LLP11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
EST2317. Speed Round
Mary Kay Foss
- CPA | Mary Kay Foss CPA11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
EST2320. Charitable Giving with Noncharitable Trusts
Carl Fiore
- Managing Director | Andersen LLC11:00 AM – 12:15 PM PDT
FIN2312. The Global Management Accounting Principles 2.0
Ash Noah
- VP Managing Director, Learning, Education and Development | AICPA11:00 AM – 12:15 PM PDT
FMA2312. The CPA Pipeline Challenge: Implications and Proposed Solutions
Jerry Maginnis
- Consultant and AuthorFewer people are sitting for and passing the CPA exam. Baby boomers continue to retire. Accounting enrollments are down materially at many Colleges and Universities. As the war for talent continues to rage at all levels in the Profession, concerns about the availability of entry level talent are growing more acute. This session will explore the status of the Pipeline Challenge and offer practical recommendations and strategies to help identify and recruit the next generation of CPA's.
Learning Objectives:
- Identify the current extent of the Pipeline Challenge.
- Recognize how traditional recruiting approaches may need to evolve to respond to the current environment.
11:00 AM – 12:15 PM PDT
FMA2321. Developing Your Firm's Competencies and Expectations
Jennifer Wilson
- Co-founder and Partner | ConvergenceCoaching, LLC11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
PFP2334. Pension/Profit Sharing Plan Ideas for Small Business
Leonard Wright
- Wealth Management Advisor | Northwestern Mutual11:00 AM – 12:15 PM PDT
PFP2335. Flexible Risk Management Through Life's EBB's and Flows
Chantel Stewart
- Wealth Management Advisor | Northwestern Mutual11:00 AM – 12:15 PM PDT
PRA2319. 5 Practice Management Tips Small Firms Should Know
Nicole Davis
- Founder and CEO | Butler-DavisStan Sterna
- Vice President | AonAre you taking steps to ensure your firm isn't taken down by a lawsuit or cyber attack? In this session we'll explore some of the lessons we can learn by looking at real professional liability claims and how they could have been mitigated.
11:00 AM – 12:15 PM PDT
PRA2320. GROW Shouldn't Be a 4-Letter Word
Angie Grissom
- The Rainmaker Companies | Owner, Chief Relationship Officer11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
TAX2320. Multi-Disciplinary Teaming in Advisory Services
Jennifer Smith
Karly Laughlin
- Principal | Belfint, Lyons & Shuman, P.A.Jordon Rosen
- Director | BLS CPASusan Tillery
- President & CEO | Paraklete Financial, Inc. and Financial Planning Advocate, LLC11:00 AM – 12:15 PM PDT
11:00 AM – 12:15 PM PDT
TCH2311. Exploding Productivity Through Colloboration
Dwayne Bragonier
- Founder | BAI Bragonier & Associates Inc.11:00 AM – 12:15 PM PDT
TCH2312. Creating a Vertical Stack
Casey Barlow
- XeroDan Schmidt
- Xledger2:00 PM – 3:15 PM PDT
EDG2313. Succession Planning - A Young Owner's Perspective
Chad Allen
- Partner | Hutchins & Haake, LLC2:00 PM – 3:15 PM PDT
ENG2331. Bet to Live and Bet to Die (EST, PFP)
Robert Keebler
- Partner | Keebler and Associates, LLP2:00 PM – 3:15 PM PDT
ENG2332. Income Tax Consequences of Funding Bequests (EST, TAX)
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth Management2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
ENG2335. Data Analytics Implementation Strategies, Integration and Connectivity - Private Company (PRA, TCH)
Sri Ponnapalli
- CreaTech SystemsJim Gilbert
- Principal | Jim Gilbert CPA2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
FIN2313. The Path to CFO Panel
Mark Hammond
- AssuredPartners2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
FMA2313. The Importance of Relationships: How to Evangelize the Message to your Partners and Employees.
Jerry Maginnis
- Consultant and AuthorBuilding and sustaining professional relationships is critically important to the long-term success of any CPA or professional services firm. This session will explore practical strategies for building Firmwide competencies in this area and leveraging one of your Firm's most important assets that is NOT reflected on your balance sheet. It will also address how to develop a strategic focus that will help embed a focus on relationships into the DNA of your Firm.
Learning Objectives:
- Recognize why relationships may be your Firm's most valuable asset not reflected on the balance sheet.
- Identify techniques to optimize the benefits of the Firm's collective relationships.
2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
NAA2323. SOC 1 & 2- How to Evaluate
Shelby Nelson
- Frazier & Deeter, LLC2:00 PM – 3:15 PM PDT
NAA2324. Using Tech in an Audit
Sara Watson
- FORVIS2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
PFP2336. Investing in Real Estate: An Overview for Asset Allocators Looking to Advise Your Clients on this Asset Class
David Blain
- Chief Executive Officer | BlueSky Wealth Advisors, LLC2:00 PM – 3:15 PM PDT
PFP2337. Speaker Topic of Choice - Jeff Levine
Jeffrey Levine
- Lead Financial Planning Nerd | Kitces.com2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
TAX2322. International Tax Update
Stephanie Chapman
- Belfint Lyons & Shuman, P.A.2:00 PM – 3:15 PM PDT
2:00 PM – 3:15 PM PDT
TCH2313. The Role of BOTS in the Audit; RPA and Machine Learning for Financial Close - For Audit and Tax
Val Orekhov
- WithumSmith+BrownJim Bourke
- Managing Director Advisory Services | WithumSmith+Brown3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
ENG2336. How Interest Rates Impact Estate Planning for the High-Net-Worth
Jeffrey Levine
- Lead Financial Planning Nerd | Kitces.com3:30 PM – 4:45 PM PDT
EST2323. Complexities of Administering Trusts from a CPAs Perspective
Martin Shenkman
- Attorney | Shenkman Law3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
EST2325. Estate Planning for Real Estate
Carl Fiore
- Managing Director | Andersen LLC3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
FMA2315. Burnout: How is it Impacting Your Firm and Could it Happen to You?
Jerry Maginnis
- Consultant and AuthorAccounting is a Profession that involves constantly meeting deadlines and often working overtime. This can result in sustained pressure and stress and lead to partners and employees feeling overwhelmed. Many accountants suffer burnout, and the consequences can be extremely negative for a Firm, its employees and its clients. This session will address the challenges of Burnout and offer practical strategies to avoid it and/or minimize its impact on your Firm.
Learning Objectives:
- Identify the causes and implications of burnout.
- Recognize proactive techniques to avoid burnout.
3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
NAA2327. Debt Equity Financing (Post ASU 2020-06)
Scott Ehrlich
- President | Mind the GAAP, LLC3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
PFP2340. Building Connections and Influencing Decision Making
Vincent Tiseo
- Managing Director | Goldman SachsUnderstanding how and why people make decisions is a very difficult concept to grasp. Furthermore, influencing one’s decision-making can be even more challenging. In the business world, building connections and influencing decision making is key for the success of any firm. This interactive workshop teaches numerous best practices that can be utilized every day: with clients, your team members, and your professional colleagues.
3:30 PM – 4:45 PM PDT
PFP2341. How to Create & Profitably Operate a Next Gen Practice
Shane Mason
- Co-Founder | Brooklyn FIMark Astrinos
- Principal & Founder | Libra Wealth3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
PRA2322. Transforming the CPA Firm Business Model: Pricing Differently is a Good First Step
The drivers for considering a business-model change are many: buyers viewing us as a commodity vendor; new competitors from outside public accounting; fewer entrants to the profession and difficulty retaining those we have; burnout and waning passion for the work, to name a few. Whatever a firm’s reason, change is hard. This session is equal parts how to transform and how to begin pricing differently. A firm’s revenue model is just one of nine elements of the total business model, but it makes sense begin with it because four generations of firm leaders relied on the hours X rates revenue model to drive behaviors (hours = rewards). Unfortunately, we’ve also gone to market attempting to touting “time” as our value proposition—a flawed approach that never resonated with buyers and doesn’t align with client success. We increasingly see that our time spent has no relationship to our real value as we get faster (automation) or add new high-value advisory services. If you agree our old pricing approach needs to change, but aren’t sure how to begin, this session provides a path.
3:30 PM – 4:45 PM PDT
PRA2323. Small Firm Roundtables hosted by PCPS
Gather with your peers to share best practices to face common practice management challenges. You'll network with a community of small firm practitioners and identify resources to help you succeed.
3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
3:30 PM – 4:45 PM PDT
TCH2314. RPA Use Cases
Wesley Hartman
- Founder | Automata Practice DevelopmentBrian Tankersley
- Director, Strategic Relationships | K2 Enterprises3:30 PM – 4:45 PM PDT
TCH2315. Creating a Tech Stack for your Client Advisory Services (CAS) Practice
Amy Vetter
- CEO | The B3 Method Institute (QuickStart Training)Thursday, June 8, 2023
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
EST2327. Proposed/Potential Legislation and Regulation Updates
Robert Keebler
- Partner | Keebler and Associates, LLP8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
FMA2317. Firm Management Update
Tommye Barie
- Partner | Succession Institute, LLCWilliam Reeb
- CEO | Succession Institute, LLC8:00 AM – 9:15 AM PDT
NAA2316. DEI Topic
T'Shaka Lee
Okorie Ramsey
- Vice President of Sarbanes/Oxley (SOX) | Kaiser PermanenteFlorence Holland
- Lead Manager - Pipeline Initiatives, Diversity & Inclusion | Association of International Certified Professional Accountants8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
NAA2332. Single Audit for Commercial Entities
Danny Martinez
- Managing Director | Cherry Bekaert8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
TAX2327. State Tax Planning and Other Hot Topics
Mark Klein
- Partner/Chairman | Hodgson Russ LLP8:00 AM – 9:15 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
EDG2316. KEYNOTE - To be Advised
Tom Hood
- EVP of Business Engagement & Growth | Association of International Certified Professional Accountants and Business Learning Institute9:30 AM – 10:45 AM PDT
ENG2338. Ask me anything about Medicare (PFP, TAX)
John Hurley
- Money ReflectionsTheodore Sarenski
- Wealth Adviser | Sage View Advisory GroupPaula McMillan
- Wealth Advisor | Stearns Financial Group9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
ENG2340. Want to Start a Cyber Practice? A Step By Step Guide to Help Insure Success (TCH, PRAC)
Steven Ursillo
- Partner | National Leader Information Assurance and Cybersecurity | Cherry Bekaert LLP9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
EST2330. State Taxation of Trusts
David Berek
- Partner | Mayer Brown LLPSandi Thorman
- Partner | GreerWalker LLP9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
FMA2318. CPAFMA Celebrating the Firm Manager
Jana Cinnamon
- Chief Operating Officer | Abdo, Eick & Meyers, LLP9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
PFP2346. How to Solve the Compliance Beast: Consultants vs Self-Managing vs Tools to Use
Mark Astrinos
- Principal & Founder | Libra WealthJimmy Williams
- President and Founder | Compass Capital Management, LLC9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
PRA2327. Packaging & Pricing the Audit of Today & Tomorrow
Public Accounting thought leaders Al Anderson & Michelle River come together to cover specific tactics for defining and pricing audits in light of emerging trends. Emphasis on merging subscription-based pricing with the concepts of "continuous audit," improving the value and usefulness of audit products, and re-energizing CPA passion for our profession. Topics include: expanding the client's perceived value of audit-related work, defining scope parameters and creating service tiers, holding clients accountable for being ready on time, strategies to address capacity constraints and elevate passion for the work.
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
TAX2330. Multi State Tax Commission
Mark Klein
- Partner/Chairman | Hodgson Russ LLP11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
NAA2338. Auditing Tax Provisions
Brett Lessey
- Anchin11:15 AM – 12:30 PM PDT
NAA2339. Digital Assets
Sean Prince
- Partner, National Office | Crowe LLP11:15 AM – 12:30 PM PDT
11:15 AM – 12:30 PM PDT
PRA2328. New Partner Development: 10 Best Practices
Thousands of CPA firms today are in the midst of executing succession plans, of which the main component is the mentoring of younger professionals by senior partners. Getting new partner development right is key to both continued firm growth and being able to make retirement payments on schedule. If your firm needs a better process, criteria, or plan to bring in new partners we’ll share 10 best practices you can’t ignore, including: 1. How to define and communicate the criteria to become a partner at your firm, and what the process looks like. 2. Specific mentoring techniques that accelerate future partner development. 3. Tactics to retain and engage partner candidates as they move into a leadership role (hint: it’s not all about dangling the promise of higher income).
11:15 AM – 12:30 PM PDT
PRA2329. Everything You Wanted to Know About Private Equity and it's Interest in the Accounting Profession
Allan Koltin
- CEO | Koltin Consulting GroupThis presentation will explore why PE has entered the profession; how deals are structured; what the CPA firm look for in a PE firm; what PE firms look for in CPA firms; qualifications to be a "sponsor" firm vs. a "tuck in" firm.
11:15 AM – 12:30 PM PDT
PRA2330. Perspective on Process
Jacquelyn Tracy
- Partner | Mandel & Tracy, LLC11:15 AM – 12:30 PM PDT
TCH2317. Technology and Innovation – The Fuel to Grow an Advisory Mindset within a Firm
Ashlea Faulkner
- HLB Mann-JuddFiona Dixon
- HLB Mann-JuddJim Bourke
- Managing Director Advisory Services | WithumSmith+BrownThis panel will discuss how to go about creating an innovation mindset within the firm. Technology plays a key role in driving that mindset and once that happens anything is possible in growing an advisory practice. You’ll hear from two panelists that will share their real world experiences from the land down under and from Jim who will share his experiences from visiting with firms around the globe. You’ll quickly connect the dots and realize that technology is the global language, helping to fuel innovation and the growth in advisory around the globe!
11:15 AM – 12:30 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
EDG2318. The Key to Leadership Success: Self-Awareness and Emotional Intelligence
Kristen Harcourt
- Executive Coach, Keynote Speaker and Leadership Trainer | Kristen Harcourt Coaching & Leadership Development1:30 PM – 2:45 PM PDT
ENG2316. The Critical Role of HR in the M&A Process (PRAC, CPAFMA)
Larry Sheftel
- Chief Human Resources Officer | Aprio1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
ENG2344. Planning for a Surviving Spouse (TAX, EST)
Anthony Vitiello
- Partner and Chairman, Tax & Estate Planning Group | Connell Foley LLP1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
ENG2346. Navigating Your Third Party Technology and Cybersecurity Risk (TCH, FIN)
Ben Hunter
- Bernard Robinson & Company1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
EST2331. 706 and 709 questions
Mary Kay Foss
- CPA | Mary Kay Foss CPA1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
EST2333. FLP – Soup to Nuts and the current state of FLPs
Todd Angkatavanich
- Partner | McDermott Will & Emery LLP1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
PFP2348. How to Create More Time in your Day using Systems and other Tactics in your Practice
Jimmy Williams
- President and Founder | Compass Capital Management, LLC1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
PRA2331. Merger Communication Strategies to Promote Successful Business Combinations
Carrie Steffen
- President/Shareholder | The Whetstone GroupKelly Welter
- Partner | Serl Keefer Welter CPAs LLPMergers are a terrific growth opportunity for firms, but one of the greatest contributing success factors is communication. Overlooking your communication strategy can have a negative impact on your people and may also give your competitors a window to disrupt your client relationships. In this session we’ll help participants build a plan to communicate with the 10 primary audiences they need to consider and how to send each the right message(s) at the right time and how to set expectations for stakeholders’ relationship with the new firm.
1:30 PM – 2:45 PM PDT
3:00 PM – 4:15 PM PDT
EDG2319. Let Go of It, Already!
Tonya Moffitt
- Managing Partner | Merina+Co3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
ENG2348. Reading a Trust document and Will (PFP, EST, TAX)
Jennifer Smith
Karly Laughlin
- Principal | Belfint, Lyons & Shuman, P.A.3:00 PM – 4:15 PM PDT
ENG2349. What to do when a client dies? A Consolidated Case-Study (PFP, EST)
Laura Hinson
- DeloitteNatalie Perry
- Partner | Harrison & Held LLP3:00 PM – 4:15 PM PDT
ENG2350. The Evolution of the Firm Manager (PRAC, CPAFMA)
Kim Russo
- Partner, Chief Operating Officer | Swink Coplen & Company, P.C.3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
PRA2332. Managing Strategic Revenue Growth
Organic revenue growth is an evergreen topic and being in sync with market conditions is the key. Today the fish are jumping in the boat, so managing organic growth is all about focus and being selective. Be prepared to discuss cutting edge ideas about sustaining high growth.
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
TAX2333. ISET panel presentation
Robert Amarante
- AICPA & CIMA3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT