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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

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

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

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 Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

Continuation 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 Accountants

Thomas Tillery

- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®
The PFP Body of Knowledge identifies all the topics on which a CPA financial planner and PFS Credential holder should have a basic working knowledge. They need to understand the topic fundamentals, how tax impacts the area, and how decisions on the topic can impact other topics. This session will cover the following topics in an overview format:     * Introduction of the workshop and speakers     * Retirement planning     * Estate planning     * Investment planning     * Risk management and insurance planning     * Elder planning     * Charitable planning     * Education planning     * Business owner and employee benefit planning     * Tax implications of PFP topics     * Inter-dependence of PFP topics

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.®
This session works through a case study of a typical younger family client’s situation. It will discuss how information gathered from the client informs the CPA financial planner on discussion points of specific aspects of topics from the body of knowledge. Background on these points will be discussed to ensure the attendee has a broad working knowledge of why this is important for this client, how it relates the PFP Standards, potential tax impacts, and impacts on the overall financial plan.

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, LLC

Thomas 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.®
This session works through a case study of a typical pre-retirement family client’s situation as they contemplate moving into retirement. It will discuss how information gathered from the client informs the CPA financial planner on discussion points of specific aspects of topics from the body of knowledge. Background on these points will be discussed to ensure the attendee has a broad working knowledge of why this is important for this client, how it relates the PFP Standards, potential tax impacts, and impacts on the overall financial plan.

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.®
This session works through a case study of a typical older retired family client’s situation as they address common issues at that stage of their lives. It will discuss how information gathered from the client informs the CPA financial planner on discussion points of specific aspects of topics from the body of knowledge. Background on these points will be discussed to ensure the attendee has a broad working knowledge of why this is important for this client, how it relates the PFP Standards, potential tax impacts, and impacts on the overall financial plan.

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 Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

GROUP 1 Dirk Edwards, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR * Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services Susan M. Tillery, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA * Fee-for-service integrated financial planning without asset management or product sales who builds a team of advisers and offers a multi-family office approach Brooke Salvini, CPA/PFS_, _Principal, Salvini Financial Planning, San Luis, Obispo , CA * Registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning GROUP 2 Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO * Family office/high-net-worth client model providing tax, financial planning and investment advisory services with fee-only compensation David Stolz, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA * Registered investment adviser firm that offers fee-only, hourly and retainer financial planning and asset management with a focus on high-net-worth couples and divorcees GROUP 3 Jean-Luc Bourdon, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA * Fee-only independent firm affiliated with a Turnkey Asset Management Provider (TAMP) offering financial planning and investment management services Theodore Sarenski, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, 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.®
Continuation of previous session... This session works through a case study of a typical older retired family client’s situation as they address common issues at that stage of their lives. It will discuss how information gathered from the client informs the CPA financial planner on discussion points of specific aspects of topics from the body of knowledge. Background on these points will be discussed to ensure the attendee has a broad working knowledge of why this is important for this client, how it relates the PFP Standards, potential tax impacts, and impacts on the overall financial plan.

1:00 PM – 4:30 PM PDT

EST23101. Basic Income Tax Planning For Trusts

Jeremiah Doyle

- SVP/Family Wealth Strategist | BNY Mellon Wealth Management

Paige Goepfert

- Managing Director | Andersen

INTERACTIVE 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

INTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS. More information to come...

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 Consulting

Steven Ursillo

- Partner | National Leader Information Assurance and Cybersecurity | Cherry Bekaert LLP

Angela Appleby

- Audit Partner | Plante Moran

INTERACTIVE 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.®
This session works through a case study of a typical business client’s situation as they address some of the unique issues that arise as they maximize the value of their business in their own personal financial planning. It will discuss how information gathered from the client informs the CPA financial planner on discussion points of specific aspects of topics from the body of knowledge. Background on these points will be discussed to ensure the attendee has a broad working knowledge of why this is important for this client, how it relates the PFP Standards, potential tax impacts, and impacts on the overall financial plan.

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 Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

You 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 Accountants
The online PFS assessment will be administered with an on-site proctor. Attendees will log in to the exam administration web site and take the 100-minute timed exam. The pass/fail results will be available as soon as the exam is submitted by the attendee. Any non-programable calculator will be allowed.

3:45 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 Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Dirk Edwards

- Partner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

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

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 LLC

Brian Kush

- Principal | Intend2Lead

9:30 AM – 10:45 AM PDT

EST2301. Estate, Gift and Generation-Skipping Tax Update

Andrew Katzenstein

- Partner | Proskauer Rose LLP

9:30 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 Networks

This 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 Management

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 | AICPA

11:15 AM – 12:05 PM PDT

EST2304. Valuation issues in Estate Planning

Paige Goepfert

- Managing Director | Andersen

11:15 AM – 12:05 PM PDT

11:15 AM – 12:05 PM PDT

FMA2302. Firm Economics Update

William Pirolli

- Chair, AICPA and Vice-Chair, Association

11:15 AM – 12:05 PM PDT

FMA2303. Hiring for Job Skills vs. Traditional Roles

Rachel Anevski

- President & CEO | Matters of Management, LLC

Many 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 Board

Susan Cosper

- Board Member | Financial Accounting Standards Board

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 Bank

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

David Stolz

- President | Stolz and Associates

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

11:15 AM – 12:05 PM PDT

PRA2302. Revenue Replacement: New Strategies to Growth & Client Filtering

Jon Hubbard

- Boomer Consulting

Most 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, LLC

11:15 AM – 12:05 PM PDT

PRA2304. Recruiting is a Marketing Function!

Renee Moelders

- Partner | ConvergenceCoaching, LLC
Finding 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

1:30 PM – 2:45 PM PDT

ENG2303. Planning Nuggets for CPAs (PFP, EST, TAX)

Martin Shenkman

- Attorney | Shenkman Law

1:30 PM – 2:45 PM PDT

ENG2304. Implementing SECURE - Individuals Beneficiaries (EST, TAX)

Stephen Bigge

- Partner | Keebler & Associates, LLP

1:30 PM – 2:45 PM PDT

EST2306. Grantor Trust Compliance

Carl Fiore

- Managing Director | Andersen LLC

Paige Goepfert

- Managing Director | Andersen

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, LLC

One-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, Inc

Firm 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 Board

Jeffrey Mechanick

- Assistant Director | Financial Accounting Standards Board

Mike Cheng

- Partner | Frazier & Deeter

Susan Cosper

- Board Member | Financial Accounting Standards Board

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

Candace Wright

- Director | Postlethwaite & Netterville

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 | AICPA

1:30 PM – 2:45 PM PDT

PRA2307. Scaling Your Firm with Video

Jason Staats

- Realize

Nicole Davis

- Founder and CEO | Butler-Davis

1:30 PM – 2:45 PM PDT

1:30 PM – 2:45 PM PDT

TAX2307. Fine Arts/Paintings

Colleen Boyle

- Fine Art Group

1:30 PM – 2:45 PM PDT

TCH2303. 25 Automation Ideas

Chad Davis

- LiveCA LLP

3:00 PM – 4:15 PM PDT

EDG2305. Let's Talk about Trust

Ranieka Weston

- Executive Coach | pLink Leadership

Rebecca Tillemans

- Leadership Coach | pLink Leadership

3:00 PM – 4:15 PM PDT

ENG2305. Tax Consequences of Education Planning: From Distribution Planning to Loan Forgiveness (PFP, TAX)

Becca Craig

- Buckingham Wealth Partners

Ross Riskin

- Chief Learning Officer | Investments & Wealth Institute

3:00 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 CPA

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, Inc

Firm 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 CPA

Sandi Thorman

- Partner | GreerWalker LLP

3:00 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 Board

Jeffrey Mechanick

- Assistant Director | Financial Accounting Standards Board

Mike Cheng

- Partner | Frazier & Deeter

Susan Cosper

- Board Member | Financial Accounting Standards Board

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

Candace Wright

- Director | Postlethwaite & Netterville

3:00 PM – 4:15 PM PDT

PFP2310. Asset Allocation and Asset Location

Sunil Wahal

- Avantis Investors

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 Group

This 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 | Withum

3:00 PM – 4:15 PM PDT

Tuesday, June 6, 2023

8:00 AM – 9:15 AM PDT

EDG2306. Authentic No

Susan Stutzel

- Leadership Coach | PartnersCoach

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

9:30 AM – 10:20 AM PDT

EDG2307. Digital Body Language: Punctuation, Channels, and Emojis, Oh My!

Jaclyn Badeau

- President | Badeau Consulting, LLC

9:30 AM – 10:20 AM PDT

ENG2312. Estate Planning for the Greying Divorce (EST, TAX)

Kim Willoughby

- Willoughby & Associates

Wendy Goffe

- Stoel Rives LLP

9:30 AM – 10:20 AM PDT

ENG2317. Business Information Services - the New BIS Team Member (TCH, FIN)

Anirudh Nadkarni

- Wipfli

Wesley Hartman

- Founder | Automata Practice Development

9:30 AM – 10:20 AM PDT

ENG2330. Succession Planning (PRAC, TCH, CPAFMA)

Tommye Barie

- Partner | Succession Institute, LLC

9:30 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 | AICPA

9:30 AM – 10:20 AM PDT

FMA2308. How to Nurture the New Generation

Sarah Dobek

- President and Founder | Inovautus Consulting

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 Investors

9:30 AM – 10:20 AM PDT

PFP2316. Divorce Planning

David Stolz

- President | Stolz and Associates

9:30 AM – 10:20 AM PDT

PFP2317. Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables

Oscar Vives

- Wealth Planner | PNC Private Bank

Lauren Minch

- Co-Founder and Partner | LMD & Associates (LMD)

Mark Astrinos

- Principal & Founder | Libra Wealth

Jimmy Williams

- President and Founder | Compass Capital Management, LLC

9:30 AM – 10:20 AM PDT

9:30 AM – 10:20 AM PDT

9:30 AM – 10:20 AM PDT

PRA2311. What's Your Firm's WOW Factor

Renee Moelders

- Partner | ConvergenceCoaching, LLC

Progressive 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 Group

Staffing 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

10:35 AM – 11:25 AM PDT

EDG2308. The 3 Elements of Effective Environment Team Communication

Brent Forbush

- Partner | Forbush and Associates

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 Consulting

As 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, Association

10:35 AM – 11:25 AM PDT

10:35 AM – 11:25 AM PDT

FIN2307. Using Machine Learning & RPA in a Finance Setting

Michael Burns

- Director of Controlling | Covestro LLC

10:35 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 LLP

10:35 AM – 11:25 AM PDT

NAA2312. Partnership Accounting Issues

Thomas Groskopf

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

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 Mutual

10:35 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 Accounting

Carrie Steffen

- President/Shareholder | The Whetstone Group

It’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

TCH2307. The Secrets of Top Performing CAS Practices

Amy Bridges

- Professional Development Manager | CPA.com

Kalil Merhib

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

10:35 AM – 11:25 AM PDT

TCH2308. Utilizing BI for KPIs

Mathieu Lupien

- Simfiny Solutions Inc.

12:30 PM – 1:20 PM PDT

EDG2309. How to Create Compelling Content and Become a Thought Leader

Charlene Rhinehart

- Managing Director | CEO Unlimited LLC

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 Consulting

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

12:30 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&A

12:30 PM – 1:20 PM PDT

FIN2309. Challenges Faced by Controllers in Small Businesses Panel

Kalyani Rodrigo

- CFO, Controller | Bates Trucking Company Inc

12:30 PM – 1:20 PM PDT

PFP2323. AI and Investments

Danielle Fava

- Director of Innovation

12:30 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 Information

12:30 PM – 1:20 PM PDT

12:30 PM – 1:20 PM PDT

PRA2315. Building Your Client Experience

Sarah Dobek

- President and Founder | Inovautus Consulting

Living 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, LLC

Employers 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

1:35 PM – 2:25 PM PDT

EDG2310. Seeking and Receiving Performance Feedback

Joynicole Martinez

- CEO | The Alchemist Agency

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 School

1:35 PM – 2:25 PM PDT

EST2316. Installment Sales

Paul Lee

- Global Fiduciary Strategist | Northern Trust Company

1:35 PM – 2:25 PM PDT

FIN2311. Core Communication Skills

Kristine Lemanski

- CFO | AssuredPartners Aerospace

1:35 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 | BDO

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, LLC

1:35 PM – 2:25 PM PDT

1:35 PM – 2:25 PM PDT

PRA2318. Leading Human Organizations

Jason Blumer

- CEO | Blumer CPAs

1:35 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 CPAs

1:35 PM – 2:25 PM PDT

TCH2310. Inspector Gadget

David Cieslak

- EVP, Chief Cloud Officer | RKL eSolutions, LLC

Wednesday, June 7, 2023

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 Accountants

Michael Maksymiw, Jr.

- Executive Director | Aprio LLP

11:00 AM – 12:15 PM PDT

EST2317. Speed Round

Mary Kay Foss

- CPA | Mary Kay Foss CPA

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 LLC

11:00 AM – 12:15 PM PDT

FIN2312. The Global Management Accounting Principles 2.0

Ash Noah

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

11:00 AM – 12:15 PM PDT

FMA2312. The CPA Pipeline Challenge: Implications and Proposed Solutions

Jerry Maginnis

- Consultant and Author

Fewer 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, LLC

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 Mutual

11:00 AM – 12:15 PM PDT

PFP2335. Flexible Risk Management Through Life's EBB's and Flows

Chantel Stewart

- Wealth Management Advisor | Northwestern Mutual

11:00 AM – 12:15 PM PDT

PRA2319. 5 Practice Management Tips Small Firms Should Know

Nicole Davis

- Founder and CEO | Butler-Davis

Stan Sterna

- Vice President | Aon

Are 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 Officer

11:00 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 CPA

Susan Tillery

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

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

- Xero

Dan Schmidt

- Xledger

2:00 PM – 3:15 PM PDT

EDG2313. Succession Planning - A Young Owner's Perspective

Chad Allen

- Partner | Hutchins & Haake, LLC

2:00 PM – 3:15 PM PDT

ENG2331. Bet to Live and Bet to Die (EST, PFP)

Robert Keebler

- Partner | Keebler and Associates, LLP

2:00 PM – 3:15 PM PDT

ENG2332. Income Tax Consequences of Funding Bequests (EST, TAX)

Jeremiah Doyle

- SVP/Family Wealth Strategist | BNY Mellon Wealth Management

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 Systems

Jim Gilbert

- Principal | Jim Gilbert CPA

2:00 PM – 3:15 PM PDT

2:00 PM – 3:15 PM PDT

FIN2313. The Path to CFO Panel

Mark Hammond

- AssuredPartners

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 Author

Building 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

NAA2323. SOC 1 & 2- How to Evaluate

Shelby Nelson

- Frazier & Deeter, LLC

2:00 PM – 3:15 PM PDT

NAA2324. Using Tech in an Audit

Sara Watson

- FORVIS

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, LLC
Real estate is by some measures the largest asset class in the world, yet many advisors ignore it. Or, at best, have a small allocation to public REITs in their portfolios. Would you like to develop a better strategy for advising your clients on real estate? In this detailed yet engaging session, David Blain covers the range of options for investing in real estate, discussing the advantages and disadvantages of each. He finishes the presentation with a detailed overview of the specific technique and vehicle he uses in his practice to invest his clients in this relatively low-risk, uncorrelated, tax-efficient, and cash-generating asset class.

2:00 PM – 3:15 PM PDT

PFP2337. Speaker Topic of Choice - Jeff Levine

Jeffrey Levine

- Lead Financial Planning Nerd | Kitces.com

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

TCH2313. The Role of BOTS in the Audit; RPA and Machine Learning for Financial Close - For Audit and Tax

Val Orekhov

- WithumSmith+Brown

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

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.com

3:30 PM – 4:45 PM PDT

3:30 PM – 4:45 PM PDT

EST2325. Estate Planning for Real Estate

Carl Fiore

- Managing Director | Andersen LLC

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 Author

Accounting 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

NAA2327. Debt Equity Financing (Post ASU 2020-06)

Scott Ehrlich

- President | Mind the GAAP, LLC

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 Sachs

Understanding 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 FI

Mark Astrinos

- Principal & Founder | Libra Wealth

3:30 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

TCH2314. RPA Use Cases

Wesley Hartman

- Founder | Automata Practice Development

Brian Tankersley

- Director, Strategic Relationships | K2 Enterprises

3:30 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

EST2327. Proposed/Potential Legislation and Regulation Updates

Robert Keebler

- Partner | Keebler and Associates, LLP

8:00 AM – 9:15 AM PDT

FMA2317. Firm Management Update

Tommye Barie

- Partner | Succession Institute, LLC

William Reeb

- CEO | Succession Institute, LLC

8:00 AM – 9:15 AM PDT

NAA2316. DEI Topic

T'Shaka Lee

Okorie Ramsey

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

Florence Holland

- Lead Manager - Pipeline Initiatives, Diversity & Inclusion | Association of International Certified Professional Accountants

8:00 AM – 9:15 AM PDT

NAA2332. Single Audit for Commercial Entities

Danny Martinez

- Managing Director | Cherry Bekaert

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

TAX2327. State Tax Planning and Other Hot Topics

Mark Klein

- Partner/Chairman | Hodgson Russ LLP

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 Institute

9:30 AM – 10:45 AM PDT

ENG2338. Ask me anything about Medicare (PFP, TAX)

John Hurley

- Money Reflections

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Paula McMillan

- Wealth Advisor | Stearns Financial Group

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 LLP

9:30 AM – 10:45 AM PDT

9:30 AM – 10:45 AM PDT

EST2330. State Taxation of Trusts

David Berek

- Partner | Mayer Brown LLP

Sandi Thorman

- Partner | GreerWalker LLP

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, LLP

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 Wealth

Jimmy Williams

- President and Founder | Compass Capital Management, LLC

9:30 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

TAX2330. Multi State Tax Commission

Mark Klein

- Partner/Chairman | Hodgson Russ LLP

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

- Anchin

11:15 AM – 12:30 PM PDT

NAA2339. Digital Assets

Sean Prince

- Partner, National Office | Crowe LLP

11:15 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 Group

This 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, LLC

11:15 AM – 12:30 PM PDT

TCH2317. Technology and Innovation – The Fuel to Grow an Advisory Mindset within a Firm

Ashlea Faulkner

- HLB Mann-Judd

Fiona Dixon

- HLB Mann-Judd

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

This 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!

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 Development

1:30 PM – 2:45 PM PDT

ENG2316. The Critical Role of HR in the M&A Process (PRAC, CPAFMA)

Larry Sheftel

- Chief Human Resources Officer | Aprio

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 LLP

1:30 PM – 2:45 PM PDT

1:30 PM – 2:45 PM PDT

EST2331. 706 and 709 questions

Mary Kay Foss

- CPA | Mary Kay Foss CPA

1:30 PM – 2:45 PM PDT

EST2333. FLP – Soup to Nuts and the current state of FLPs

Todd Angkatavanich

- Partner | McDermott Will & Emery LLP

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, LLC

1:30 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 Group

Kelly Welter

- Partner | Serl Keefer Welter CPAs LLP

Mergers 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.

3:00 PM – 4:15 PM PDT

EDG2319. Let Go of It, Already!

Tonya Moffitt

- Managing Partner | Merina+Co

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

- Deloitte

Natalie Perry

- Partner | Harrison & Held LLP

3:00 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

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 & CIMA

3:00 PM – 4:15 PM PDT

3:00 PM – 4:15 PM PDT