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:

• Getting started with learning more about you (polling questions)
• The PFP opportunity
• 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 3^rd 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/buyer’s view
• Growing your business through marketing
• Holding effective virtual client meetings
• Reflection time for participants

Learning Objectives:

• Identify the benefits, challenges, and best practices of the various business models.
• Recognize the benefits of adding PFP services to your practice and how you can do this.
• Choose which business models and ways of doing business resonate most for you.

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:

• Getting started with learning more about you (polling questions)
• The PFP opportunity
• 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 3^rd 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/buyer’s view
• Growing your business through marketing
• Holding effective virtual client meetings
• Reflection time for participants

Learning Objectives:

• Identify the benefits, challenges, and best practices of the various business models.
• Recognize the benefits of adding PFP services to your practice and how you can do this.
• Choose which business models and ways of doing business resonate most for you.

Learning Objectives:

• Recognize the benefits of Practice Standards
• Identify the 12 Major Topics, and 75 sub-topics, of the Personal Financial Planning Body of Knowledge

• 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
  • Hear how panelists chose their model
  • Q&A
  • Reflection time for participants

Learning Objectives:

• Determine when you cross the line and are providing investment advice.
• Recall the pros and cons of the various investment advisory business models.
• Distinguish how other CPAs have chosen their investment advisory path.
• Recognize whether you want to provide investment advice and how you want to proceed.

Learning Objectives:

• Select the type of personal financial planning engagement that is most appropriate based on the case study’s facts and circumstances
• Calculate the personal financial planning client’s gross income based on their cash flow statement
• Calculate the number of months the personal financial planning client has funded in their emergency reserves based on their statement of financial position
• Determine the personal financial planning client’s PITI ratio
• Recall which of the four key areas of personal financial planning should be accomplished first in a particular personal financial plan

• 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
• Reflection time for participants

Learning Objectives:

• Determine how to structure a PFP engagement in alignment with the AICPA PFP standards.
• Identify how to structure the typical client meetings from estate planning to retirement planning and more.
• Recognize methods to secure and price a PFP engagement.
• Determine how to identify your ideal client.

Learning Objectives:

• Understand 3 advantages of a focused business strategy
• Express the importance of perspective-taking when strategizing.
• Employ the thought-bridging technique to shift awareness.
• Generate prioritized task lists through the use of a mindsweep exercise.

• Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.)
• Major industry trends
• Emerging technologies
• Hear how panelists chose their technology stack
• Q&A
• Reflection time for participants

Learning Objectives:

• Recognize the technology landscape in personal financial planning services.
• Determine the key software you need to provide these services.
• Distinguish how other CPAs have chosen their technology stack.
• Identify the software that resonates most for how you want to proceed.

Learning Objectives:

• Select the type of personal financial planning engagement that is most appropriate based on the case study’s facts and circumstances
• Determine the number of months the personal financial planning client has funded in their emergency reserves based on their statement of financial position
• Calculate the future value of the personal financial planning client’s retirement income needs.
• Determine the annual payment amount needed to fund the personal financial planning client’s retirement goal

Learning Objectives:

• Select the type of personal financial planning engagement that is most appropriate based on the case study’s facts and circumstances
• Calculate the cash inflow for the survivor at the death of his or her spouse
• Recognize missing items of income from a personal financial planning client’s spending plan
• Recall the type of care that provides services in a nonresidential community-based group program

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
• Mark Astrinos, CPA/PFS, CFP®, RLP®
  • Experience buying a business; provides personal CFO services that include life planning, financial planning, and investment planning for a fixed fee

Learning Objectives:

• Identify the benefits and challenges of the business models that resonate most for you.
• Determine what you need to know to take your next steps.

Learning Objectives:

• Select the type of personal financial planning engagement that is most appropriate based on the case study’s facts and circumstances
• Calculate the cash inflow for the survivor at the death of his or her spouse
• Recognize missing items of income from a personal financial planning client’s spending plan
• Recall the type of care that provides services in a nonresidential community-based group program

IN PERSON ONLY INTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS (Additional Fee for 3 Day Pass Holders). More information coming shortly...

Learning Objectives:

• Learn the basics of the income taxation of estates and trusts including planning opportunities available during the administration of the estate or trust
• Learn what distributable net income (DNI) is, how to calculate it and how it is allocated between the estate or trust and its beneficiaries.
• Learn how trust accounting income, distributable net income and taxable income differ and how to calculate the taxable income of an estate or trust
• Discover the tax consequences of the termination of an estate or trust

IN PERSON ONLY INTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS (Additional Fee for 3 Day Pass Holders). In this workshop we will dig deep into the AICPA requirement to assesses internal controls and identify control weaknesses. The revised AU-C 315 (Environment) provides further emphasis on this requirement and increases the emphasis on the Information Technology General Controls Principle, a frequent source of quality comments. Through exercises and discussion topics we will clarify the real purpose and value of this audit requirement and how to achieve compliance efficiently and effectively. The session will share best practices from others and amongst participants. Enhanced knowledge will increase your confidence in understanding of internal controls, enhance your mentoring effectiveness, improve audit quality and your enjoyment of the subject matter. The workshop developer, Lynford Graham, CPA, PhD, CFE, CIDA is an AICPA trainer for the COSO Certification Course, and Chair of the AICPA Risk Assessment… Guide (2006 to date), Chair of the audit chapter of the Revenue Recognition A&A Guide (2019) and Chair of the AICPA Audit Sampling Guide (2008 to date). He was an ASB member and implementation Task Force chair for the Suite of Risk Assessment Standards first introduced in 2005-2006. Participants may wish to formulate questions based on their existing approaches and forms and may wish to bring Firm materials or forms to the workshop for further group or one-on-one discussion.

Learning Objectives:

• Analyze the COSO Framework and linkages to the AICPA audit requirements under AU-C 315 to develop an enhanced understanding
• Identify common inefficiencies observed in audit practice and easy solutions.
• Calculate the risks to your Firm of ineffective controls assessment practices.
• Use new ways to think about internal controls through exercises and cases.
• Identify common quality deficiencies and simple solutions.
• Determine effective and efficient documentation practices.

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.

Learning Objectives:

• Recognize how other CPAs present and deliver financial planning recommendations to clients.
• Determine methods for communicating effectively with your clients.

IN PERSON ONLY INTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS (Additional Fee for 3 Day Pass Holders). This dynamic and interactive session shows you the flaws in traditional approaches to engaging employees that is actually fueling entitlement in your workplace. From this new understanding, you’ll then learn 4 simple and practical leadership tools that increase accountability, invite engagement and innovation from your staff all while reducing the entitlement thinking that is plaguing so many firms. You’ll leave with these tools set up to be implemented in your firm to find the sweet spot of highly-accountable mindsets (the biggest predictor of happiness), with high levels of engagement (what every firm is hoping to have from their teams), all driving towards high productivity (whether in hybrid, work-from-home, or in the office setting).

Learning Objectives:

• Recognize the 3 flaws in logic to current engagement efforts in most firms
• Identify the true driver of employee engagement, individual well-being and firm productivity
• Recall 4 simple tools to build an accountable culture, increase engagement and fuel productivity

Learning Objectives:

• After attending this session, the attendee will better understand S corporation/LLC structuring alternatives, how to deal with defective S eletions and how to effectually plan to maximize Sec. 199A benefits and minimize employment taxes.
• Recognize when optional basis adjustments can be made and how to make them
• Analyze opportunities to adjust basis in partnership assets upon occurrence of certain transactions
• Demonstrate a baseline knowledge of the partnership concepts addressed such as Sec. 754 and Sec. 704(b) & (c)

IN PERSON ONLY INTERACTIVE WORKSHOP - INCLUDED IN YOUR ALL-ACCESS PASS (Additional Fee for 3 Day Pass Holders). Dive into the latest updates from the AICPA 2022 SOC 1 and SOC 2 Guides. This interactive workshop will enable you to interface with practicing SOC providers and ask YOUR questions. SOC engagements are one of the fastest growing engagement segments. Updates to the recent guides clarify everyday issues encountered by practitioners. This session includes practical insights and examples that you can use in your practice. This workshop will also provide valuable strategies for implementing your SOC practice.

Learning Objectives:

• Evaluate and clarify changes in SOC 1 and SOC 2 in the 2022 SOC guides for criteria for use in performing a SOC 1 or SOC 2 engagement
• Formulate workprograms applying SOC 1 and SOC 2 guidance from the 2022 SOC guides.

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.

Learning Objectives:

• Recall the number of months of living expenses an emergency reserve should be funded, based on the facts and circumstances
• Select the type of personal financial planning engagement that is most appropriate based on the facts and circumstances
• Identify the type of business or commercial insurance contract that provides liability, property damage, and medical payment coverage
• Distinguish between different types of retirement plans

This final session will give you a chance to create your game plan forward, get your questions answered, and gain practical advice from the panel, including:

• Bring everything you have learned together with the “Building Your Tax and Financial Planning Business Checklist”
• Panelists share what their best piece of advice would be if they were starting again now
• Hear about resources to support you going forward
• Create “Your Vision & Quarterly Rocks” document to capture your plan forward
• Share your plans and top takeaways with each other
• Q&A
• Wrap up the workshop

Learning Objectives:

• Determine your vision for your financial planning practice.
• Identify your next steps forward.

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. No CPE is provided for taking this PFS exam.

Learning Objectives:

• N/A

Keeping up on all things Automation and AI can seem like an unsurmountable task. With the rapidly evolving landscape continuing to change and Artificial intelligence now becoming a dominant way you can transform your business, getting a grasp on what is available today in practicality is a must have. Please join Thomson Reuters to discuss how to use Automation tools, APIs, and AI technologies to continue to move the profession forward and learn more about third party applications are playing a large role in creating more efficiencies and benefits to your staff and end clients.

Learning Objectives:

• Identify new Automation solutions already created and available to help take what you have discussed in theory to practical use
• Recognize new ways to automate new key areas of your firms practice as you grow both Onshore and Offshore
• Determine insights into the future vision of how accounting technology is helping to generate Tax agnostic solutions to meet the needs of your team no matter what solutions are in your Tech Stack

Today’s accounting client wants more than just their expected service from their firm– they also want an exceptional client experience to partner with that service too. Big and boutique firms alike find themselves asking, “How do I transition to a more elevated and modern client experience as clientele and competitors are becoming more digital-first?” Join us to learn how to elevate your client experience that will differentiate you from competitors and drive long-term engagements. Hear from our panelists as they share their experiences transforming the client experience, important lessons learned, and best practices.

Learning Objectives:

• Determine the needs and expectations of today's clientele
• Identify breakdowns in your client lifecycle
• Recognize new processes to improve and amplify your clients' experiences
• Assess how to select the best tools to increase client satisfaction

Join us daily as our hosts talk about what you can expect at the ENGAGE 2023 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the ENGAGE Live Studio out to enhance your experience as a virtual attendee!

Official welcome to AICPA & CIMA ENGAGE 2023 - by ENGAGE Chairs: Greg Bedard Jim Boomer Michael Brand Martin Finn Lindsay Stevenson with Barry Melancon.

Today’s most innovative organizations recognize that game-changing ideas can come from anywhere and anyone. Bush explains how to build an Innovation By All culture— one that maximizes your company’s human potential by tapping into the intelligence, skills, and passion of everyone in the organization. Companies that build an Innovation By All culture generate more high-quality ideas, realize greater speed in implementation, and achieve greater agility—resulting in 5.5 times the revenue growth of peers with a less inclusive approach to innovation.

Learning Objectives:

• Identify three benefits to creating an environment of belonging and connection in the workplace.
• Differentiate between the three types of empathy necessary for effective leadership.
• Select three ways to practice empathy as a leader in the workplace.

Learning Objectives:

• Recognize the traits of inclusive leaders.
• Interpret the difference between mentorship/sponsorship and how it is incorporated into inclusive leadership.
• Identify how you can connect your values to inclusive leadership.
• Discover what gets in the way of being an inclusive leader.
• Discover your WHY and formulate a commitment to practice active inclusivity.

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

Learning Objectives:

• Analyze how changes to the law impact how clients should think about their estate plans.
• Assess estate planning techniques that they can use to reduce estate, gift and generation-skipping taxes.

Learning Objectives:

• Recall a comprehensive understanding of current economic and financial market trends
• Identify strategies for navigating the current market environment

Learning Objectives:

• Identify latest CPA Firm trends, technologies, and potential disrupters that firms should be implementing.
• Identify practical applications and production processes that are optimizing CPA firm production today.

Learning Objectives:

• Assess the trends in the environment that are impacting practice.
• Identify impact on quality.
• Analyze insights into developments that will affect practice in the near future.
• Identify new assurance opportunities.

Learning Objectives:

• Be able to communicate current economic and market trends using Guide to the Market slides.
• Be able to identify potential opportunities and risks with the domestic and global markets. Session will provide attendees with relevant facts that will assist them with their investment and asset allocation decisions.
• Have gained an increased knowledge on global markets and the outlook for stock and bond market performance.

Learning Objectives:

• Recognize the main sources of workplace drama that hinder team success
• Indicate why venting is never helpful and how to coach the person in front of you
• Identify 2 coaching tools to focus team energy on ‘how we could’ given the challenge circumstances being faced
• Recall energy management techniques to better lead your team through change

Learning Objectives:

• Learn about new tax legislation affecting individual clients in 2023.
• Update planning ideas for our individual clients and their 2023 tax returns.
• Review Tax Court decisions and IRS rulings to illustrate IRS exam targets.

Learning Objectives:

• Formulate strategic and tactical benefit lists of hardware and software options
• Evaluate current communications choices to improve your efficiency
• Identify key technologies to implement in your business and personal life
• Analyze examples of emerging technologies that will affect the accounting profession

When you're a high performing person and have been identified as a "rising star" in your organization, it's often hard to get meaningful feedback from supervisors to help you advance. Join this session to learn how to "compete against yourself" and identify your own development needs and direction, so that you can obtain the sponsors and mentors you need to maximize your career progression.

Learning Objectives:

• Recognize a high performer and describe how they must be led differently
• Identify tactics high performer can use to “compete against yourself”
• Recall the various roles that support career development

Have you ever been on a team where they have that “IT” factor? You can sense it. Communication and understanding seems effortless, almost telepathic. Did you know that there is a science not an art to a teaming having the “IT” factor? Once we understand the patterns of communication in productive teams we can understand that that are three key components that make “IT”. These are three critical aspects of communication known as the 3 “E” Elements: Energy, Engagement, and Exploration. We can actually measure and calculate the level of each Element and understand where the team communication weakness resides. Than apply steps in order to strengthen those weaknesses and give your team that true “IT” factor.

Learning Objectives:

• Identify the 3 “E” Elements of great team communication: Energy, Engagement, Exploration.
• Identify the key ways in order to create an environment where not only do the 3 “E” Elements coexist but that they flourish.

This session will provide an overview of the securities laws and how those laws apply to estate planning. The session will discuss how the securities law affect planning for "insiders" owning public traded stock as well as some of the registration exemptions available for clients investing in unregistered securities. The topics will include Rule 144 stock, Rule 10(b)5-1 plans, Section 16(a) and 16(b) of the Securities Act and Accredited Investor and Qualified Purchaser status and why each of those is important.

Learning Objectives:

• Discover how the securities law affect estate planning techniques
• Learn how the securities laws can be a trap for the unwary
• Learn how various estate planning techniques affect the securities laws' reporting requirements.

This course provides a concise overview and non-technical explanation of the Metaverse. At first mention, you may think the Metaverse sounds like a fantasy world in the latest futuristic Hollywood movie. Actually, this fantasy is now reality! It's already here! The metaverse is an ecosystem of immerse digital environments and creative reality simulations where people do everything they do in real life -- only in digital space. Countless companies -- from big tech to the Big Four -- have already announced ambitious plans to contribute to this virtual world. Ultimately, the metaverse represents the natural evolution of the Internet, and the next phase of the mobile web. You’ll walk away with a foundational understanding of key Metaverse concepts and how to prepare for this new technology frontier as an accounting practitioner. You’ll also discover how this emerging virtual dimension is on course to fundamentally transform society, the global economy, the accounting profession, and even reality itself.

Learning Objectives:

• Compare the Metaverse from previous generations of the Internet
• Identify at least 10 social and technology forces that are driving the development of the Metaverse
• Analyze at least 20 Metaverse case studies and success stories
• Contrast the enterprise Metaverse from the consumer Metaverse
• Predict at least 12 ways the Metaverse is likely impact the accounting profession
• Formulate a Metaverse starter strategy for your accounting operations

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

Learning Objectives:

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

The generation-skipping transfer tax (GST) is a wonderfully complex tax that can cause problems and create opportunities for clients, planners, and return preparers. We will bust GST myths and solve GST mysteries while discussing a range of misconceptions about the GST. Myths busted will include that (i) only rich clients have to worry about the GST, (ii) gifts that qualify for the annual exclusion never trigger GST, and (iii) the automatic allocation rules will always save you. Mysteries explored will include (i) the different treatment of the various types of split-interest charitable trusts, (ii) when an inclusion ratio becomes final, and (iii) the various GST elections that can be made on a gift tax return.

Learning Objectives:

• Identify common misconceptions about the generation-skipping transfer tax.
• Distinguish between gift tax rules and GST rules and analyze the importance of those differences.
• Apply this information to common circumstances that arise in tax planning and return preparation regarding generation-skipping transfers.

Learning Objectives:

• Recognize likely focus areas during an IRS exam
• Calculate taxpayer penalties for overstated asset valuation
• Identify necessary components for a qualified appraisal
• Explain the more comment types of valuation discounts
• Understand defined value clause transfers

Learning Objectives:

• Recall key developments from the SEC
• Identify trends and focus areas from the SEC and others

Learning Objectives:

• Identify the drivers of a profitable firm
• Recognize the business side of accounting to create transparency into Firm Economics

Learning Objectives:

• Identify how to evaluate your hiring practices to emphasize the hire of different types of behaviors.
• Identify alternative to traditional hires (like accounting, finance and economics) that would make fabulous future CPAs.
• Identify how to tailor acquisition techniques to fill open behaviors or job skills that are necessary and needed for succession.

Learning Objectives:

• Analyze the projects that the FASB is currently working on, including those identified during its 2021 agenda consultation project
• Distinguish how the FASB is supporting implementation of accounting standards through post-implementation review activities
• Identify standards recently issued by the FASB

Learning Objectives:

• Define behavioral finance among other similar terms like behavioral economics or financial psychology.
• Identify the unique purpose and understanding that behavioral finance brings in work with clients.
• Review and define common behavioral finance issues that financial professionals face.
• Identify how to respond to common behavioral finance issues financial professionals and clients face.
• Highlight research on behavioral finance and glean information from research and apply it to practice.

Learning Objectives:

• Participants will learn to identify and implement efficient organizational systems and technology solutions, streamlining daily operations and enhancing overall productivity within their wealth management practice.
• Attendees will gain insights into effective client onboarding and retention strategies, as well as techniques for staff training and development, fostering strong relationships and a collaborative work environment.
• Participants will understand the importance of compliance, risk management, business development, and marketing in maintaining a successful practice, while also learning how to balance time management and work-life equilibrium for sustained performance and growth.

Learning Objectives:

• Learn about the typical conversations with clients in the five years prior to retirement
• Learn how to monitor and adjust a clients plan as they begin retirement

Learning Objectives:

• Understand how insurers price annuities to estimate the value of delayed Social Security claiming
• Compare common deferred and immediate annuity pricing to the increased income from delayed Social Security
• Evaluate tax efficient strategies for building a spending bridge to delay claiming after retirement

Learning Objectives:

• Identify what represents a “good” retirement outcome
• Determine what elements an individual can influence to improve the probability of a good retirement
• Analyze trends in new financial product design to assist people in both the accumulation and decumulation phases, including customized indexed annuities, volatility stabilization, and Retirement Security Bonds.

Learning Objectives:

• Analyze the foundational elements of partner unity. What do we use as our “north star” to unify our leaders?
• Identify how vital clarity is to unity. Are we clear on performance expectations, culture, and our strategy?
• Determine how accountability promotes unity. What keeps us from being accountable?
• Use connectivity to show how these foundational elements impact our practice management imperatives.

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.

Learning Objectives:

• Recognize how to develop a differentiating recruiting strategy and story
• Identify your competitors messaging in the hiring process so you can position your organization appropriately
• Indicate steps you can take to ensure your recruiting process compels candidates to join
• Recognize clear deliverables that enable candidates to picture their future with your firm

Learning Objectives:

• Identify the federal income tax consequences of the a PTET payment
• Determine situations where electing into a PTE regime may not be advantageous

Have you ever wondered what it takes to start and run a tax podcast? Join April Walker, host of the AICPA Tax Section Odyssey podcast, and Damien Martin, former host of the Simply Tax podcast, for a behind the scenes look into their journey from original idea to launching of a podcast. Bring your questions and explore what surprised the hosts during the podcasting process.

Learning Objectives:

• Discuss the processes and skills needed to create a podcast that is focused on tax
• Delve into the benefits of expanding your traditional ways of learning about tax and practice management issues

Learning Objectives:

• Explain the intersection of Tax and ESG
• Understand the value that up-front tax participation can bring to ESG risk management and decision-making
• Identify tax risks and incentives that impact a company's ESG journey

Learning Objectives:

• The participant will gain a better understanding of potential problem areas in a like-kind exchange.
• The participant will have a better understanding of like-kind exchange transactions, including related party issues, reverse exchanges and construction exchanges, along with other exchange topics.

Learning Objectives:

• Identify your purpose as a firm
• Recognize the “Cherished Advisor” journey and the different stages of innovation for your practice
• Indicate how to create your firm’s path to specializing in vertical industries
• Recall a technology strategy and how to assess the right technology fit for your practice
• Identify how to re-engineer your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients

One of our most popular experiences from previous years is back! Do you need a new fun drawing of yourself and want to hear good music while you get animated? Look no further!

Get prepared for the rest of the conference by releasing tension in your neck, shoulders, hips and back so you can sit tall and breathe deep.  Live on Zoom!

Join our host as they interview a speaker in the ENGAGE Live Studio.

Learning Objectives:

• Recognize the four key drivers of audit transformation.
• Identify different methods to start to transform your audit.

Learning Objectives:

• Indicate which roles in a firm can be outsourced and what are some important considerations for doing so?
• Distinguish the benefits a firm alliance can offer to a firm.
• Recall the major benefits and drawbacks of a lifestyle firm.
• Identify workflow automation to increase the productivity of your firm.
• Recognize what are the opportunities and things to consider during a merger and acquisition.

Learning Objectives:

• Learn practical planning tips for enhancing note sales, retained interest, Powell challenges and other issues for complex plans.
• Learn practical tips to use to enhance estate planning for more moderate wealth clients including basis step up, income tax planning and more.

Over the last three years, there have been considerable changes regarding post-mortem distributions from IRAs and other qualified retirement plans. Between the Setting Every Community Up for Retirement Enhancement Act of 2019 ("SECURE Act"), Enhancing American Retirement Now (EARN) Act of 2022 ("SECURE 2.0") and the proposed 1.409(a)(9) Treasury Regulations, one needs to know the impact of the new post-mortem distribution rules and how payout options need to be reassessed. 

During this session, we will discuss the following topics: 

* Pre-SECURE Act distribution rules 

* SECURE Act distribution rules 

* EARN Act (“SECURE 2.0”) distribution rules 

* Proposed 1.409(a)(9) Treasury Regulations 

* Determination of the “type” of beneficiary 

* Missed Required Minimum Distributions (RMD) and how to handle them.

Learning Objectives:

• • Understand the new post-mortem distribution rules for IRAs and other qualified retirement plans
• • Identify actions that need to be taken during the post-mortem “shake out” period
• • Fixing missed RMDs

Learning Objectives:

• To learn the obstacles facing women in finance and how to overcome those obstacles
• To some tips from women who have a seat at the table
• To develop an understanding of the unique experience and benefits women bring to their companies

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

Learning Objectives:

• Analyze in the law that impact the filing of estate and gift tax returns
• Recognize developments regarding federal estate and gift taxes
• Interpret transcripts and historical Forms 709 to properly prepare returns
• Determine when and how to request issuance of IRS Letter 627, also referred to as an estate tax closing letter

Learning Objectives:

• Recognize required actions before and after the death of an owner​
• Identify planning opportunities for owners of S Corporations & Partnerships
• Understand the factors that determine material participation for a trust or estate

Learning Objectives:

• Identify the six critical actions of business fraud prevention
• Analyze your current 'readiness level' in the fight against fraud
• Choose exactly what you need to do immediately to shore up your defenses

Learning Objectives:

• Evaluate change-management theories and how to overcome fear in transition.
• Assess organizational development and aligning business goals with staffing trends.
• Evaluate your own ability to influence and manage up to a better firm for all.

Learning Objectives:

• Identify the impact of the new employee dynamics
• Identify hot to use Career Development discussions to motivate performance
• Recall the skills presented with live demonstrations

Learning Objectives:

• Identify the mission of the Private Company Council
• Analyze the current agenda of the Private Company Council
• Determine how the FASB considers and incorporates input provided by the Private Company Council on FASB projects

Join us for an illuminating journey as we navigate the intricate landscape of digital assets - a domain clouded with distractions and deception, yet shimmering with opportunity that warrants attention. Dive into the evolving regulatory environment and uncover the potential implications for Bitcoin, which stands in contrast to other digital assets. Delve into the essence of money and discover the transformative potential of Bitcoin, a technology that's reshaping our perception of value. Understand why individuals and institutions are turning their gaze to Bitcoin's escalating use cases. Wrestle with the multifaceted issue of environmental sustainability and unearth Bitcoin's surprising potential in this realm. Whether you're crypto-curious, a skeptical observer, or a seasoned investor, this session offers a comprehensive exploration of Bitcoin's current reality and future possibilities, promising insights that transcend your existing understanding.

Learning Objectives:

• Delve into the fascinating history of money, and explore the compelling reasons why Bitcoin could represent the next evolution.
• Discern the pivotal differences between Bitcoin and the plethora of other digital assets, understanding why Bitcoin holds a unique place in the digital asset landscape.
• Stay abreast of the latest regulatory changes impacting digital assets, gaining insight into how these updates are shaping future trajectories.
• Unearth the diverse use cases of Bitcoin, moving beyond the realm of speculative investing to grasp the multifaceted applications of this revolutionary technology.

Learning Objectives:

• Understand the current landscape of AI-powered financial planning and its impact on the industry.
• Learn about the benefits and risks associated with using AI in financial planning, and how to manage these risks.
• Explore how AI-powered tools can help you build more personalized client relationships.
• Discover how AI can improve the efficiency and effectiveness of your financial planning processes.

Learning Objectives:

• Differentiate FIRE myths from reality.
• Understand how you can help those early on the path to FIRE.
• Understand how you can help those approaching financial independence and considering retirement.
• Understand the tax planning implications of FIRE and how they differ from traditional financial planning considerations.

Learning Objectives:

• Compare methods including sales and redemptions
• Identify tax traps and benefits
• Apply capital account rules and valuation
• Analyze and distinguish partnership agreement provisions

Learning Objectives:

• Recall the services that fall under the CAS practice.
• Recognize the key practice decisions that CAS leaders make
• Identify how to connect the typical CAS journey milestones to your practice strategy

Learning Objectives:

• Distinguish what firms should do to prepare for succession
• Recognize what acquiring firm values when merging in a smaller firm
• Identify Top 10 M&A issues - how to identify before they become issues
• Indicate what firms are doing to become an attractive merger candidate

Learning Objectives:

• Idenfity and quantify the value and expertise you bring to your business clients in the area of budgeting and forecasting
• Determine the technology, people and skills you will need to introduce a paid advisory service
• Calculate how to package and price different levels of advisory services to ensure you are being well compensated for the scope of work you take on
• Use marketing and sell your advisory services to current clients and potential leads

Learning Objectives:

• Explain the objectives of the IRS Strategic Operating Plan and how the IRS plans to spend the $80 Billion provided for in the Inflation Reduction Act.
• Evaluate how the funding components could impact clients and practitioners

Learning Objectives:

• Understand the difference between price and value as well as the various types of appraisals for art, jewelry and collectibles
• How are collectors using their art, jewelry and collectibles as a strategic asset to help them realize their philanthropic objectives?
• What are the current trends in the art, jewelry and collectible markets that can result in capital gains issues?

Learning Objectives:

• Recall the anatomy of an automation
• Identify how APIs work
• Indicate how webhooks work

Learning Objectives:

• Identify the cybersecurity threats that currently affect you and your organization.
• Recognize potential indicators of compromise related to current popular attack methods.
• Select and implement the right control procedures to help protect against today's cybersecurity threats.
• Recall how your information security program needs to evolve to keep pace with the current threat landscape.

Learning Objectives:

• Identify the basics of spend management and how the panel of firms define the service
• Distinguish the drivers behind spend management and how it’s impacting firms and clients
• Analyze how to deepen client engagements and what insights spend management can deliver

Learning Objectives:

• Identify the three elements of trust.
• Recognize one action that can be taken in each element to build trust.

Learning Objectives:

• Review the income qualifications and calculations of the current five different Income Driven Repayment (IDR) plans, including the newest revision of the widely used Revised Pay As You Earn plan, known as REPAYE under the Biden administration
• Understand the financial and tax implications of Public service loan forgiveness (PSLF) and current Income Driven Repayment (IDR) programs available to federal student loan borrowers.
• Compare and contrast the tax benefits associated with different education savings vehicles and understand how distributions can be strategically managed to preserve tax-efficiency
• Identify planning strategies that can help individuals and families across all income, wealth, and generational spectrums achieve their education planning goals in the most tax-efficient manner.

Learning Objectives:

• The participant will gain an understanding of the importance of the need for estate planning for smaller estate owners' especially when they hold interests in passthrough business entities.
• The participant will gain an understanding of the various post-mortem elections available to smaller estate owners, including the benefits and mechanics of making the portability election.
• The participant will gain an understanding of the importance of income tax and basis planning when the estate is less than the federal exclusion amount, including state tax implications.

Learning Objectives:

• Identify specific opportunities to optimize the utilization of the entire Office 365 ecosystem of apps in your firm.
• Identify the unique capabilities of various Office 365 apps to increase the productivity of your staff.

Learning Objectives:

• Identify the dynamics of personal and interpersonal power
• Identify how people are influenced
• Apply various techniques to specific situations

Learning Objectives:

• Identify your own power skills.
• Discover the linkages between power skills and employee productivity and retention.
• Determine how to use power skills to advance your career and lead others.
• Learn how to mentor women in the development of their own power skills.

Learning Objectives:

• Identify common mistakes in reporting gifts such as GRATs, gifts of joint or community property, and gifts subject to annual exclusions and/or withdrawal rights.
• Understand the gift and GST implications of unreported gifts to ILITs.
• List leading practices for properly reporting selected types of gifts, including transfers subject to formula valuation adjustment clauses and certain gifts between spouses.

Learning Objectives:

• Recognize the reasons trusts are named as beneficiaries.
• Identify the types of trusts used and their characteristics.
• Determine planning strategies to work with trust beneficiaries

Learning Objectives:

• Learn specific steps CPAs can take to enhance the viability of client asset protection plans.
• Understand how vital the CPAs role is to the success of a trust asset protection plan including financial analysis, compliance and more.
• Learn how a wide variety of different trusts can, or cannot, be used in asset protection planning: GRATs, SLATs, SPATs, DAPTs and more.

Learning Objectives:

• Recall a deeper understanding of the key insights from the research and Future of Finance group ranging from cost effectiveness and digital acceleration to thinking differently about talent and upskilling.
• Identify areas where they can improve their skills and competencies to become value partners to the business and move toward the role of ‘Chief Future Officer’
• Recognize how to create new approaches and solutions for talent management in finance, positioning themselves and their organizations for success in the current and future business environment. They will also be able to develop a talent game plan to align with changing business need

Learning Objectives:

• Recognizing the impact leverage and new staffing models will have on your firm’s profitability and capacity to serve clients
• Analyzing the negative impacts of assumptions, titles, and phrases commonly used to describe administrative team member and how you small changes can change your firm’s mindset around the role
• Identifying roles and responsibilities operational and administrative team members can own
• Determining how to establish clear career pathways and opportunities for growth for these new team members

Learning Objectives:

• Identify the mission of the Private Company Council
• Analyze the current agenda of the Private Company Council
• Determine how the FASB considers and incorporates input provided by the Private Company Council on FASB projects

Learning Objectives:

• Understanding asset classes
• Understanding asset allocation strategies

Learning Objectives:

• How attackers gained access to the system
• Lessons Learned from the cyber attacks
• Best Practices to reduce the risks

Learning Objectives:

• To understand the tax considerations associated with Medicaid and Long Term Care planning.
• To understand the various options available for paying for Long Term Care.

Learning Objectives:

• Recognize the mental hurdles involved in getting started with video
• Identify internal opportunities to leverage video with your team
• Recall building an external strategy to attract new clients, and develop trust with existing clients over video

Learning Objectives:

• Analyze and assess the cultural, strategic and economic fit for both sides of a merger/acquisition.
• Identify and avoid the mistakes and pitfalls that can occur during a merger/acquisition.

The only constant in partnership taxation seems to be change. This session will highlight certain recent federal tax developments affecting partnerships and their partners. This session is designed to cover considerations that arise in reporting and transactions involving partnerships and may include the following: amended returns and the centralized partnership audit regime (BBA), potential international considerations and related reporting requirements and the impact of partnership liabilities on partner basis.

Learning Objectives:

• Compare current developments occurring in the field of federal partnership taxation
• Apply insight into practical considerations, opportunities, and concerns regarding federal partnership taxation
• Analyze updates on international reporting and other important issues

Learning Objectives:

• Distinguish At-Risk and Passive Activity requirements
• Identify proper grouping and aggregation elections
• Analyze real estate professional standards and qualifications
• Differentiate methods for material participation
• Best practices for substantiation
• Identify significant participation
• Calculations under §461(ℓ) – the final hurdle

Learning Objectives:

• Apply analytics tools and technologies to improve risk management practices and develop data-driven habits, while assessing the benefits and limitations of different approaches.
• Identify tactics for managing cyber, data, technology, financial, and operational risks in a data-driven organization, and incorporate risk management into data analytics and automation initiatives.
• Analyze how data analytics and automation can improve organizational performance and risk management, using practical examples and analytical approaches.

Are you tired of busy season frustrations? Top 500 firms have found success with the SafeSend Suite in getting 8879s e-signed in less than a day, seeing up to 40% completion of client organizers, and alleviating the strain of staffing issues. In this session, we will share why using the SafeSend Suite eliminates these frustrations all while providing a 5-Star client experience. The SafeSend Suite offers one, intuitive platform for clients and staff. No matter the document you’re sending throughout the year, clients access it the same way – increasing both client satisfaction and adoption. Join SafeSend as we share ways to increase your firm’s success by easily gathering source documents, collecting digital/fillable organizers, assembling and delivering completed tax returns, collecting e-signatures, automating signature and payment reminders, distributing K-1s, and requesting firm tax prep fees. The SafeSend Suite makes an impact across all your tax workflow processes.

Learning Objectives:

• List the common points of frustration for firms and clients throughout the tax engagement
• Identify automation solutions that were built specifically for the tax and accounting profession

In today's rapidly changing business landscape, organizations are facing a significant talent gap, which has become a key impediment to achieving their growth objectives. To address this challenge, organizations need to adopt a robust workforce planning strategy that leverages the latest solutions and techniques. This session will explore the various aspects of workforce planning and strategies that organizations can implement to address the talent gap. We will start by discussing the current state of the talent gap and the factors that have led to its emergence and then delve into the concept of workforce planning and how it can help organizations in identifying and filling their talent gaps. We'll discuss the benefits and drawbacks of each concept, using real-life examples to illustrate how they can be integrated into a comprehensive workforce planning strategy. By the end of the session, attendees will have a better understanding of the talent gap and the role that workforce planning can play in overcoming it.

Learning Objectives:

• Workforce planning and strategies
• the talent gap
• talent augmentation, talent outsourcing

Join us as we show you how to help automate your clients’ back office with seamless accounts payable and the next generation of spend management.

Learning Objectives:

• Understand what makes and effective question
• Sample questions

Are you ready to take your accounting practice to the next level? Join us for a session where we will explore the advantages of digitizing and automating areas of your practice. We’ll discuss how expanding your advisory capabilities can help you build a more successful and profitable firm.

Learning Objectives:

• Determine how to leverage technology to streamline processes, reduce costs, and increase
• Identify best practices for utilizing data insights to gain an edge over the competition
• Recognize valuable insights into the latest trends and strategies for improving your firm’s performance

Understand your legal and regulatory obligations, develop adequate policies to secure client data and protect your practice. John Sapp, CPA will lead this session pulling from his 25+ years of professional experience in tax software development that includes serving as one of the founding leaders of the IRS Security Summit, and the Chair of the Electronic Tax Administration Advisory Committee when its charter was expanded to advise congress on prevention of identity theft and tax refund fraud. John is also a popular speaker for security topics that impact today’s tax professionals. This presentation will provide an overview of the cyber threats that taxpayers and tax professionals face daily. Attendees will learn why cybercriminals target taxpayer data, their methods, and how to protect clients.

Learning Objectives:

• The methods cybercriminals use to steal taxpayer data
• How to combat cyber threats on behalf of your clients
• Your data-security responsibilities as a tax professional

Data-driven approaches to audit and assurance are a hot topic, but what does that mean for everyday work and technology usage? In this session, we will discuss the importance of an efficient audit and how a data-driven approach, including data ingestion, data analytics, and data visualization, can lead to success. We will also explore why firms need to remain in control and not rely solely on technology, and why a pragmatic and flexible approach to methodology and tool usage is critical in demonstrating the distinct value that your firm can provide to clients.

Learning Objectives:

• Learn how to define a data-driven audit and how technology assists in achieving efficiencies.
• Understand why firm flexibility is key to creating distinctive value to your clients.
• Explore considerations when adopting tools to assist in creating efficiencies in the execution of work.

With the number of accounting graduates declining every year and more and more CPAs leaving the profession, it does not look like the CPA talent shortage will get better any time soon. That’s why the Big 4 are increasingly relying on international talent solutions and small and medium firms need to start following suit. Join us for a presentation with Jim Brady, CEO of alliantTalent and former CEO for Deloitte’s India Talent Center on how you can start to fill vacancies today.

Learning Objectives:

• Recognize the major reasons for the shortage of available talent in the CPA profession.
• Identify strategies to adapt to droughts in the accounting workforce over the next few years so your firm can continue to grow.

In today’s hi-tech AI world there is still a great need for business services including bookkeeping, accounting, payroll, technology consulting, forecasting, and analytic work. This session will discuss the market and share perspectives from a seasoned veteran of Client Advisory Services (CAS). Val Steed, CPA, MA, CITP has been working in the accounting technology industry for over thirty years. He ran his own firm and CAS practice for over twelve years and has spent numerous hours consulting with accounting technology companies on how to build a partner program and market to accountants. This session is a guaranteed good time and with useful information.

Learning Objectives:

• List five service areas for CAS
• Learn how to build a CAS practice from an accounting practice
• Identify how a simple policy change or two can significantly help your practice
• Create a more positive culture in your CAS practice

Are your talent shortage conversations becoming more frequent and not just for the traditional busy season? If so, you may be trying to solve this issue very tactically. In this session, you will hear from CPO Lindsay Gaal about the resourcing challenges she overcame by starting to take a more prescriptive and strategic approach to her workforce planning strategies. Here is what you can expect to take away from the session:

Learning Objectives:

• How to build a pipeline of talent amid the talent shortage crisis
• Why a year-round workforce planning strategy is necessary
• What a strategic workforce planning strategy looks like

Join us daily as our hosts talk about what you can expect at the ENGAGE 2023 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the ENGAGE Live Studio out to enhance your experience as a virtual attendee!

Learning Objectives:

• Recall the current and upcoming features of DAS.
• Identify steps to prepare to implement DAS.

Learning Objectives:

• Recognize ways to get a clear vision for your future,
• Identify what is most important,
• Recall strategies to use No as a complete sentence without sabotaging your career.

Learning Objectives:

• Analyze current CPA exam and hiring trends
• Discuss the components of the AICPA’s Human Capital Acceleration Plan
• Identify ways that you can play a role in increasing interest in the profession

Learning Objectives:

• Identify current employee turnover trends and future staffing projections
• Recognize the real reasons employees leave most organizations and ways to encourage them to stay
• Evaluate culture initiatives that other companies are doing right
• Determine ways to become a M.A.G.N.E.T. employer who attracts better applicants and keeps staff longer

Learning Objectives:

• Identify the benefits of CFO services
• Distinguish between the various levels of CFO services that you can offer

Learning Objectives:

• Apply new auditing, attestation, SSARSs and quality management standards in their engagements.
• Identify current projects to keep attendees apprised of their status and facilitate their participation in the stakeholder feedback process.

Learning Objectives:

• Recognize how habits and patterns are created in our lives from the time we are young that affect us into our adulthood and the steps to break the ones that don’t serve us;
• Identify how the ego develops, influences our work lives, and impacts how well we interact with others;
• Indicate ways to change your mindset to overcome negativity and replace it with gratitude; and,
• Recall how to create more compassion for the people you work with by creating communities of support to break down barriers and achieve the best results for the organization.

Learning Objectives:

• Indicate what digital body language is
• Recognize why digital body language causes stress for many
• Identify how to read between the lines
• Distinguish between the four laws of digital body language: value visibly, communicate carefully, collaborate confidently, and trust totally
• Recall tips on how to communicate more effectively in the digital world

Learning Objectives:

• Identify your firm's needs and how each of these methodologies could be useful in coping with pipeline pressures.
• Recall an action plan for your firm.

Learning Objectives:

• This presentation will uncover the unique aspects, financial and otherwise, of the grey divorce, including disability planning, Medicaid, long-term care considerations and non-traditional options in divorce. Once these are identified, estate planners, CPAs and their allied professionals can more fully provide valuable services to their clients and their families.
• The presentation will introduce you to the special planning considerations and drafting suggestions involved when a person’s death is not only likely to occur during or soon after the divorce, but will be a major consideration during the entire divorce process and the resulting settlement terms.

Learning Objectives:

• Understand the planning challenges of the coming 2 1/2 years.
• Determine which planning techniques should be focused on looking ahead.
• Address the needs of multiple clients to plan

Learning Objectives:

• Determine the purpose, benefits, and challenges to leveraging tax analytics
• Identify practical examples of applying data analytics to direct and indirect tax services
• Compare the variety of ways tax technology is being deployed to harness data and provide business insights
• Receive guidance on developing your firm’s strategy for integrating data analytics into your tax practice

Are you interesting in learning about the latest HR workplace trends and how they can impact your firm? You will learn about the latest developments in HR including how remote work is reshaping the industry, how employee engagement is vital to your firm, and the benefits of wellness program that support the well-being of your team members.

Learning Objectives:

• Identify how to better understand the key HR Trends in the industry.
• Identify tools to use to help solve the talent shortage.
• Identify how to retain your people.

Learning Objectives:

• Improve process productivity with automation leading to better service for clients and more efficient accounting.
• Recognize sources of data and their relation to each other in your Information Ecosystem.
• Template to explore and identify workflow inefficiencies for opportunities in automation and data integrations when you are back at the office.

Learning Objectives:

• Tax characteristics of a foreign trust
• Understanding the intersection of income/estate/gift with foreign trust planning

Learning Objectives:

• To recognIze how this issue interacts with fiduciary accounting and taxation.
• To analyze the guidance currently available in the tax law, state law and accounting law.
• To analyze the competing forces at play requiring attention to this issue
• To determine the trustee's exposure in this area

Learning Objectives:

• Analyze the dimensions of finance transformational maturity
• Identify the various stages of finance maturity
• Determine how to deploy the finance maturity model and formulate a transformation plan

Learning Objectives:

• Identify growth-potential employees
• Identify coaching techniques
• Identify training approaches that work for the next generation

Learning Objectives:

• Recall how technology is shifting the perspectives on the value of an audit.
• Identify where and why auditors use, or avoid, technology in the audit process
• Recognize how to overcome barriers to adopting and applying technology during your audits

Learning Objectives:

• Assess the common challenges and issues that companies face in implementing ASC 842, such as determining the lease term, the accounting owner of a leasehold improvement and its impact on lease commencement, etc…
• Evaluate challenges participants faced while implementing ASC 842, and gain insights from peers and experts.

A explanation of the costs and benefit of different portfolio delivery vehicles like mutual funds and ETFs. The importance of trading costs and taxes for different vehicles.

Learning Objectives:

• Understanding the costs and benefits of using ETFs versus mutual funds.

Learning Objectives:

• Recognize the four fundamental account types and how they influence net investment returns
• Evaluate the quantitative benefit of using tax sheltered accounts for growth
• Recognize when to use Roth and traditional tax deferred accounts for clients, including the value of Roth conversions
• Understand how the benefit of basis assets such as stocks and insurnance increases over time and affects optimal withdrawal ordering in retirement

If you are financial planner working with families and executives with net worth from $2MM - $10MM, this is the session for you. Participants will gain a better understanding of the types and frequency of communication, actionable deliverables to keep the process moving forward and how to effectively monitor the progress with your client. Software utilized in this process and strategies created by the presenter will give you immediate solutions to help your business grow and your clients gain more benefit from the financial planning process.

Learning Objectives:

• To gain understanding in the process of consistent communication and a collaborative planning process that helps clients achieve their desired results.
• Participants will benefit from a unique process developed by the presenter and his team that effectively uses the planner's time more efficiently.

Retiring overseas is a strategy that can help your clients achieve their retirement dreams including retiring early and retiring well even on a limited income. In this session, we'll detail the factors your clients will need to consider and plan for to make a successful move overseas in retirement: residency, health care, taxes, banking, administration, and financial considerations, both for the capital costs of the move and the ongoing cost of enjoying a rich, fulfilling retirement in another country.

Learning Objectives:

• Understanding the benefits, financial and personal, of retiring overseas
• Identifying for which clients retiring overseas makes sense
• Understanding how to approach the strategy with your client
• Understanding the steps required for a successful retirement move to another country

Learning Objectives:

• Understand the common mechanics of permanent life insurance
• Understand the history and current variations of permanent life insurance
• Differentiate between accurate and inaccurate representations about permanent life insurance
• Differentiate between appropriate and inappropriate uses for permanent life insurance

Learning Objectives:

• Analyze the competitive recruiting and retention landscape
• Identify different employee-centered differentiators
• Apply the concepts from the session to identify your firm’s most compelling wow factor

Learning Objectives:

• Understanding structure of planning technique.
• Understanding applicable tax laws related to planning technique.

This session will go through the recent revisions to the SSTS.

Learning Objectives:

• Identify the upcoming changes to the AICPA’s Statements on Standards for Tax Services (SSTSs) and discuss the effective date of the new standards
• Provide an overview of the ethical requirements that CPA tax practitioners must adhere to, including Circular 230, the AICPA’s Code of Professional Conduct and the SSTSs

Learning Objectives:

• How buyers value businesses
• The contracts and documents that clients will have to sign
• Understanding the Quality of Earnings calculations
• Recognize the income and estate tax differences in the types of deal structures
• The due diligence process and post-closing adjustments
• The roles of the many professionals in the process and their fees
• How to anticipate problems so you could warn your client before they become evident

Learning Objectives:

• 1. Learn pros and cons of various gifting strategies including generation skipping transfer opportunities.
• 2. Learn strategies to proactively address issues that tend to cause family conflict around both ownership and use of the family vacation home.
• 3. Identify income tax issues associated with different ownership strategies

Learning Objectives:

• Identify main drivers of staff turnover and deploy tactics to help mitigate flight risk
• Recognize correct and incorrect practices in employee engagement and take steps to instill those practices in everyday culture

Learning Objectives:

• Define the interconnection between client experience and employee experience
• Develop the vision for both client experience & employee experience within the profession and how they relate
• Create a roadmap for improving both the client experience and employee experience within your firm
• Explore how cross-functional leaders can work together to focus on client experience and employee experience

Learning Objectives:

• Identify the key drivers of Firm profitability
• Recognize how to work smarter....not harder

Learning Objectives:

• Recognize what increases stress that may not be obvious so that you can intentionally manage it
• Identify a framework you can use to redesign your days, one step at a time
• Identify strategies to make you feel energized versus depleted

This session will summarize what constitutes adequate disclosure for federal gift tax purposes, the importance of the adequate disclosure rules for starting the statute of limitations on transfers, and practical considerations for reporting common gift and non-gift transfers.

Learning Objectives:

• Describe key attributes of the adequate disclosure rules under Treas. Reg. § 301.6501(c)-1 and their importance to the taxpayer and Form 709 preparer.
• Identify relevant practices to consider in your own gift tax preparation protocol.

Learning Objectives:

• Learn creative and often overlooked ways to enhance client access to assets transferred to SLATs
• Specific steps as to how to help clients avoid step transaction and reciprocal trust doctrine issues in a SLAT plan.

Hear from Matthew Bagley, from Verizon, on how he created a Finance Digital Acceleration Hub to eliminate manual activities, to build capacity whilst minimizing burden with teams, to accelerate deployment of digital solutions and to enable ‘ownership’ of future ready digital skills and capabilities. By showing practical examples, this session is relevant to every finance professional working for every size of organization. Many of Verizon’s examples are scalable upwards and downwards and have led to significant business savings and revenue gains. Matthew will share some practical frameworks and approaches so you can start small to resolve immediate challenges to then understanding the art of the possible.

Learning Objectives:

• Identify how Verizon strengthened the leadership vision through a concept called “middle out stakeholdering”.
• Analyze how Verizon created a safe space environment approach which was ROI focused but through a lens of capacity creation over headcount reduction
• Analyze a framework of how Verizon’s digital acceleration hub to identify pain points and work towards rapid solutions
• Identify how Verizon’s business partners are taught ‘how to fish’ and maintain and scale their digital assets
• Determine how to create ownership of digital solutions and obtain grass roots support

Stuck checking boxes on an ENDLESS TO-DO LIST? Never have enough time to do what excites you? Getting more tasks done is never the answer when you're overwhelmed and burned out. Life can be about MORE THAN CHECKING BOXES if you know how to GET THE RIGHT TASKS DONE AT THE RIGHT TIME. The secret to making that happen? Knowing that it's never just the system - but also the behavior - that can FREE YOUR TIME. End the busyness and power up your productivity! THIS PROGRAM IS PERFECT FOR PEOPLE WHO: * Feel overwhelmed, unorganized, or burned out * Have multiple professional or personal projects or roles * Need a simple system for prioritization Each attendee receives a digital RaderCo Go-To Guide with helpful apps, tools, and extra training. Leave with clear, actionable steps on what to do with that never-ending task list and how to be productive and effective. Commit to one behavior change in the next thirty days following the workshop to ensure their success.

Learning Objectives:

• Identify how to create time and tech boundaries to prioritize what matters
• Identify how to incorporate the Powered Path™ method to organize your year, quarter, month, week, and day

Learning Objectives:

• Analyze the PEEC’s functions and its composition
• Identify recently adopted changes to the Code of Professional Conduct
• Identify member enrichment resources available

Learning Objectives:

• Recognize risks facing the auditor (more client acceptance discussion)
• Identify risks facing the entity
• Recall an overview of blockchain technology

Learning Objectives:

• Identify which AICPA Professional Standards are applicable to third-party verification letters and similar requests.
• Determine which assurance services may be performed when the client requests information to be “certified.”
• Analyze the requirements in AICPA Professional Standards for regulator-prescribed forms and reports.

Learning Objectives:

• Identify the factors that challenge the effectiveness of analytical procedures as a source of evidence
• Analyze the one most important element in the design of analytical procedures
• Differentiate the types of analytical procedures and identify the analytical procedures that can be effective despite these disruptive factors
• Choose effective ways to integrate analytics with other procedures to achieve low audit risk
• Distinguish documentation that supports the risk-reduction you desire

Learning Objectives:

• Understanding the role of alternative investments in investor portfolios.

Learning Objectives:

• Understand predictors of life satisfaction in retirement.
• Evaluate scientific understanding of physical and cognitive changes through retirement.
• Recognize how health, money, and relationships interact when creating a more effective plan for retirement.

Learning Objectives:

• Business owner strategies
• Key person/ Buy sell
• Group Insurance Solutions

Learning Objectives:

• Determine why PE is interested in CPA firms and what each needs to look for in a prospective partner.
• Differentiate between a "sponsor" firm and a "tuck in" firm and what is required to be a "sponsor" firm.

Learning Objectives:

• Determine what it means to “unlearn” and why it more important than ever
• Identify how to be a leader who understands that change doesn’t have to look the same for everyone
• Analyze why looking outside of the accounting profession is key to innovating and growing
• Use the changing face of our profession and our clients as an opportunity to reimage the accounting firm business model
• Distinguish what “less is more” can mean to the success of your firm

Learning Objectives:

• Learn how to define and calculate fiduciary accounting income.
• Understand how receipts and disbursements are allocated to income or principal.
• Recognize common mistakes and potential traps to avoid when distributing income.

Learning Objectives:

• Recognize the elements and methodology of a benchmark survey and understand it’s use
• Identify how to align the survey results to your point on the CAS journey
• Recall the key areas of the survey to share with your firm leaders

Learning Objectives:

• Identify and differentiate Business Intelligence Solutions that are available in the marketplace.
• Identify key criteria to consider in the selection of a BI tool that will suit your needs.
• Analyze the financial and non-financial impacts of implementing a BI solution in your organization.

Technology is evolving at an unprecedented rate, transforming our profession and continuously expanding opportunities for accounting and finance professionals to deliver value to clients and employers. Uniquely positioned at the forefront of change is the AICPA Certified Information Technology Professional (CITP®) credential, which exemplifies a professional who understands how information technology and financial reporting interrelate. Join us for an engaging session on the CITP credential, where you will learn about the following: * The Global CITP® credential body of knowledge * CITP® Credential eligibility requirements and the NEW pathway for experienced candidates * Resources for current and prospective CITP credential holders

Learning Objectives:

• Identify the areas that comprise the global CITP credential body of knowledge
• Determine your pathway to the CITP credential

Are you current on the latest tax developments? Test your tax chops at the interactive trivia game event. See if you're up to date on recent tax legislation, guidance and issues. Even if you're not a wizard yet, the Tax Section will show you how to excel in your tax know-how. All skill levels welcomed. Prizes will be awarded!

Learning Objectives:

• Analyze recent tax law changes and developments.
• Recall the fundamentals of various tax provisions and guidance.
• Identify key issues facing the tax profession.
• Recognize available resources and tools to support tax knowledge and professional growth.

How do tax practitioners add more value to their tax return services? Implementing small steps now can help your practice evolve and grow. Join our collaborative work group session and share best ideas on how to reinforce and deepen the client and tax adviser relationship.

Learning Objectives:

• Differentiate ways to strategically position a tax practice for growth and success.
• Recognize opportunities to add more value to client relationships.
• Identify available resources to support growing and evolving your practice.

Your clients need help with human resources, from the increasing challenge of recruiting and keeping employees — in the office, virtual, and across state lines — to staying up to date with fast-changing employment regulations. As their most trusted advisor, you’re well positioned to add value and provide important insights into the top HR challenges your clients face. Don’t miss this lunch and learn, where you’ll find valuable opportunities to increase your advisory role, so you can enhance your client relationships, strengthen their businesses, and grow your firm.

Learning Objectives:

• Discover the top HR challenges businesses are facing — and how to overcome them
• • Get examples of HR advisory support — and how it helps you and your clients succeed
• • Leave knowing how to successfully advise and recommend HR service partners to your clients

Learning Objectives:

• Recognize the most pressing issues and latest news facing the profession
• Recall the fundamentals of various programs/tax provisions and recent AICPA recommendations
• Identify key issues and technical analysis
• Recognize the AICPA resources and tools
• Learn Firm and Business Strategies
• Learn Practitioner Capabilities

Learning Objectives:

• Recall the current economic climate and its impact on your small business clients
• Recognize economic conditions that will impact clients in the future
• Identify advisory strategies and tactics your firm can leverage to protect clients from rising costs
• Indicate examples of innovative firms applying financing advisory strategies to drive firm and client value

Learning Objectives:

• Recognize a proven method to identify what your audience really wants and needs right now
• Recall how to boost your credibility through consistent content production strategies
• Identify different ways you can share your expertise and build your credibility online.

Learning Objectives:

• Understand the latest on post-mortem IRA distributions.
• Have a basic understanding of changes in SECURE 2.0.

Learning Objectives:

• Understand the differences in the various SOC engagements
• Understand the history and reasoning behind why each level of service has been created
• Understand ways to start offering SOC services in your practice

Learning Objectives:

• Assess Why "Good Culture" is not good enough
• Formulate Transparency to build trust and promote a stronger sense of belonging
• Evaluate and contrast the power of reflection and feedback to elevate culture.
• Assess why People First trumps Client First for consistent excellence in client experience

Learning Objectives:

• Identify Actionable Strategies to Optimize Cash burn and runway
• Recall Real life Uses Cases of Modern Strategy Application
• Recognize Key Technologies Finance Teams Can Utilize

Learning Objectives:

• Identify challenges faced by Small Business Controllers.
• Analyze strategies to overcome such challenges.
• Compare some of the best options available

Learning Objectives:

• Identify how to increase willpower and decrease digital distractions
• Identify how to reduce communication overload and avoid costly mistakes by setting tech guardrails

Learning Objectives:

• Recall the most significant changes related to planning and performing a group audit introduced by SAS No. 149
• Identify key definitions and concepts related to group audits, components, component auditors, and referred-to auditors
• Recognize the differing responsibilities related to the use of component auditors and referred-to auditors

Learning Objectives:

• Analyze the benefits of special purpose frameworks to financial statement preparers
• Identify when special purpose frameworks are appropriate

Learning Objectives:

• Assess technical literature and other practice guidance relevant to addressing the topics covered in this session.
• Evaluate answers to common partnership accounting questions
• Categorize issues and risks related to partnership financial reporting.

Learning Objectives:

• Learn how to use AI to communicate with clients.
• Learn how to use AI for portfolio analysis.
• Learn how to make sure your client data is safe when using cutting edge AI tools

This session will provide an update on the M&A marketplace in the advisory space. Who are doing the deals and how are they structured?

Learning Objectives:

• You will come away with an understanding of the volume, type and structure of the recent M&A deals in the advisory space.
• You will also learn how different variables impact the valuation of a firm.
• Additionally, you'll learn what synergies buyers are looking for to make the deal more attractive.

Learning Objectives:

• Overview common assumptions in financial plans and where gaps may exist
• Explore how different outcomes metrics can result in different advice and how to implement this research in financial planning tools available today

Learning Objectives:

• Recognize how annuities can fit within a client's portfolio
• Identify key designs of an annuity to help evaluate whether a client's existing annuity makes sense
• Recall three ways of generating income from an annuity and the tax implications
• Distinguish how the landscape of in-plan annuities differs from that of individual annuities

Learning Objectives:

• Reognize what it means to live a brand
• Identify client experience standards
• Recall how to develop a client onboarding process

There is lots of work and less people -- how is it all going to get done? Employers (hopefully) understand that six key motivators impact employee recruitment and retention. This presentation will highlight why top talent stays at an organization. It will also outline low- and medium-cost tactics and actions that aim to create a workplace where people from all backgrounds and cultures feel welcome, seen, appreciated, and valued. You will also learn tips and strategies to apply to your workforce that will help bolster employee engagement and satisfaction.

Although some strategies can be organization wide, some can be implemented even at a team level.

Come hear and share how you can have a positive impact on retention in your organization!

Learning Objectives:

• Analyze why we should care about retention
• Distinguish why people stay
• Apply strategies for recruitment and retention of our top talent

Thinking about your firm's future can be overwhelming. There's so much to consider--where do you even begin? What if you could crowdsource strategy? What if you could harness the collective wisdom of your peers? This hands-on, working session does just that. Together, you'll experience a strategy sprint where you will capture hard trends, share insights on their opportunities, and walk away with real ideas to take back to your firm. This session features resources made available through a collaboration of the AICPA’s PCPS team and the Business Learning Institute. Kassi regularly facilitates firm sessions using this engaging, collaborative and forward looking strategic planning process. These few minutes of focus just might change the future of your firm.

Learning Objectives:

• Analyze the power of hard trends in strategy planning
• Use collaboration to uncover opportunity in the midst of rapid transformation
• Identify ideas to take back to your firm

Learning Objectives:

• An exciting and fast paced review of Tax Credits by "The Tax Credit Guys", Kelly Allen, CPA and Joe Walloch, CPA based on real-life practical experience on the Employee Retention Credit, Research & Experimentation Credit as well as the new Energy and Environmental Credits
• New Developments on Other Important Credits including the CHIPS Credit, EITC as well as an overview of nearly 100 other credits available to your clients .

Learning Objectives:

• Understand the fundamentals of distributable net income and how it differs from taxable income and fiduciary accounting income.
• Learn how distributable net income is allocated among beneficiaries.
• Discover how to minimize the burden of compressed tax brackets for trusts and estates.

Learning Objectives:

• Clarify proper reporting for online rental activities.
• Update Section 1031 rules and strategies.
• Identify dealer vs. investor treatment of real estate sales.
• Get current on sale of residence guidelines.

Learning Objectives:

• Determine how different professions look at different elements in the “choice of business entity” decision
• Learn how current tax and legal issues affect deciding an appropriate business entity, including changes that may occur in taxes
• Consider practice techniques that help facilitate advising clients on the appropriate entity decision

Learning Objectives:

• Recognize the importance of data governance and how it supports effective IT governance
• Indicate the key components of a data governance framework
• Recall insights into the benefits of effective data governance
• Identify the various types of IT risks and how to manage them

Learning Objectives:

• Identify the key components of effective performance feedback: Participants will be able to explain the purpose of performance feedback, list the key components of effective feedback, and describe how to give feedback in a constructive and actionable manner.
• Analyze strategies for seeking out and receiving feedback: Participants will be able to describe strategies for seeking out feedback from managers, colleagues, and clients, and practice receiving feedback in a way that encourages dialogue and learning.
• Apply giving performance feedback: Participants will be able to practice giving feedback in a way that is specific, actionable, and focused on behaviors and results, and receive feedback on their own feedback-giving skills. They will also be able to identify common pitfalls in giving feedback and how to avoid them.

Learning Objectives:

• Recognize reasons we struggle to collaborate
• Identify key takeaways for improvement
• Recall the Secret to the Art of Collaboration

Learning Objectives:

• Understand how podcasts may be utilized to communicate and grow your business.
• Gain knowledge as to the simplicity in establishing, creating and marketing your own podcast.
• Provide the participant with templates to create content and episode descriptions.
• Discuss the importance of using various platforms to reach your audience and how to easily achieve success.

Learning Objectives:

• 1. Gain an understanding of the grantor trust rules and how they determine how a person's income will be taxed and how their estate tax issues must be considered. 3. Evaluate the proposed changes to longstanding grantor trusts rules and opportunities that could eliminate them as a preferred planning technique.
• 2. Address a wide variety of tax planning techniques unique to the grantor trust - learn how these techniques work and when best to use them.
• 3. Evaluate the proposed changes to longstanding grantor trusts rules and opportunities that could eliminate them as a preferred planning technique.

Learning Objectives:

• Compare the tax advantages of charitable gifts of appreciated stock versus gifts of cash, and the advantages of donor advised funds over outright gifts to charities
• Analyze when making charitable gifts from an IRA will be better than establishing a donor advised fund
• Identify when a donor should take advantage of the new law to use up to $50,000 of IRA assets to acquire a charitable gift annuity
• Determine when naming a charitable remainder trust as the beneficiary of an IRA will provide more benefits to family members than naming the family members as the beneficiaries, and when it won't

Learning Objectives:

• Understand how to help clients make informed decisions about the best solutions before they lapse or surrender an existing life insurance policy.
• Apply simple discovery tools that create opportunities to have meaningful discussions with clients before they make a costly mistake.
• Create numerous new planning solutions that protect client best interests and preserve your reputation as their most trusted advisor.

Learning Objectives:

• Go beyond the basics of taxable installment obligations.
• Recognize and plan to avoid the unexpected income tax consequences when grantor trust status is terminated.
• Explore trust and partnership planning opportunities with deferred payment obligations.

Learning Objectives:

• Apply the key principles of agile budgeting and forecasting and how they can help your organization navigate uncertainty and adapt to changing market conditions
• Identify relevant targets for your organization and learn how to track performance and adjust your financial plans to align with strategic objectives
• Analyze real world examples that highlight how successfully implemented agile planning has been key to meeting business objectives
• Use best practices for developing flexible financial models that can adapt to changing circumstances, including the use of "what-if" analyses and sensitivity analysis

Learning Objectives:

• Identify 4 different styles of communication and when to use each.
• Recall examples of miscommunication and how it could have been done differently
• Indicate an action plan for 3 things to try in your next challenging communication

Learning Objectives:

• Identify the evolving Landscape of CPA profession based upon insight from BDO USA and BDO Alliance USA (257 US-based CPA firms).
• Identify what a Firm Manager can do to help their CPA firm thrive in this evolving environment.

Learning Objectives:

• Identify key considerations in auditing, accounting, ethics, independence, and quality management.
• Select best practices in these areas and learn how to apply them in their day-to-day work.
• Apply practical guidance on how to navigate complex issues and challenges that arise in these areas.

Learning Objectives:

• Recall about the various SOC engagements
• Indicate the steps for implementing a SOC practice
• Identify the scoping questions to ask clients
• Recognize what a SOC practice model looks like
• Distinguish the various resources available for SOC practitioners

Learning Objectives:

• Analyze the definition of culture. What encompasses this broad word?
• Determine how performance and culture relate to each other. How do we appropriately balance the two within our organization?
• Use best practices that have created enabled success stories. What enabled success?
• Identify ways to become a culture champion by reflecting on the question "What if culture was up to you?"

Learning Objectives:

• Fine wine as an investment and asset class
• Benefits of investing in fine wine
• How it works and how to get started
• Cult Wine Investment
• Performance of fine wine

Learning Objectives:

• Understanding the tax specific issues around divorce
• Understanding the stress impacting your clients decision making and how you can help

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

Learning Objectives:

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

Learning Objectives:

• Identify how to help business owners protect their business from familiar insurable risk to more abstract insurable risks and other asset protection strategies.
• Determine ways to reduce risks that can promote the growth in value of a business and how it can be preserved through proper transfer planning.

Learning Objectives:

• Categorize Your Target Client(s)
• Interpret Packaging Services
• Formulate a Business Development Process
• Reconstruct Your Offering in a Compelling Way
• Evaluate How to Attract Leads Using a Marketing Strategy

Learning Objectives:

• Recall the neuroscience of the brain and how to coach those you lead.
• Identify the 4 areas of professional human capacity.
• Recognize a number of practical leadership tips that aid in team care.

Learning Objectives:

• Understand when Schedules K-2 and K-3 are required to be completed.
• Identify common reporting issues and relevant IRS guidance for compliance.

Generative artificial intelligence (GAI) chatbot ChatGPT has taken the country by storm. ChatGPT reached 1 million (1M) users within only 5 days of its release. What is ChatGPT? It is a computer program designed to generate answers to questions posed in human-like, conversational responses.

ChatGPT is being utilized by young and old alike in federal tax practice as we speak. But, is it ready for prime time? ChatGPT has its strengths, but also notable weaknesses. Blink your eyes and it will change (and likely get a lot better very quickly). If tax practitioners do not jump on the GAI train now, they’re likely to get left at the station.

How many of the following questions can you confidently answer?

1. Is the use of general AI (ChatGPT in particular) helpful in tax practice?

2. If helpful, in what contexts may it best be used?

3. How can ChatGPT save you time and make you money?

4. What SKILL SETS capably aid you in your approach utilizing ChatGPT?

5. What are the practical limitations on its use? Can it be harmful?

6. Does ChatGPT hallucinate?

7. What are the legal, accounting and tax ethics rules applicable to the use of ChatGPT?

8. What must you know and do to prevent ChatGPT from getting you into trouble?

This course answers the above questions through a series of case study ChatGPT searches and second effort.

Learning Objectives:

• To learn the strengths and candid weaknesses of currently commercially available generative AI (GAI) such as ChatGPT
• To learn skill sets as to how to successfully utilize ChatGPT
• To learn the legal, accounting and tax ethics rules applicable to the use of ChatGPT

Learning Objectives:

• Recognize the latest technology trends and the impact these trends will have on next generation devices
• Identify where to wisely invest in new technology, and what to avoid.
• Recall how to prioritize technology initiatives based on greatest impact.

One of our most popular experiences from previous years is back! Do you need a new fun drawing of yourself and want to hear good music while you get animated? Look no further!

Data is the most valuable and vulnerable asset of the modern business world. Businesses of every size are generating huge volumes of data every day – data that needs to be properly stored, protected, and leveraged for decision-making. Today’s businesses need as much help managing their data as they do with managing their financials. Let's explore some simple strategies to offer a SaaS stack, modern cloud financials, and dashboard-as-a-service to improve the value of your monthly pricing.

Learning Objectives:

• Assess the Pax8 Marketplace and strategies to bundle a SaaS stack and in order to become a cloud solution provider (CSP)
• Evaluate the Microsoft ecosystem including Modern Office, Power BI Dynamics 365, and fixed bid, low-cost implementation packages powered by Pax8

The payout from a settlement can have vastly different tax consequences for your client depending on how it is structured. A periodic payment solution paid out over time can help defer and spread the tax liability for a claimant involved in a taxable settlement. In this presentation, we will discuss the advantages of periodic payments versus a cash release and highlight a case example.

Learning Objectives:

• Learn the tax-efficient advantages of periodic payments versus a lump sum for a Legal Settlement.
• Review a case example in which a client was able to defer their tax liability.

From data security to talent acquisition, emerging challenges in the tax and accounting industry are putting tremendous strain on firms. For many, it can feel impossible to deliver a seamless, modern, digital-first experience that clients now expect. ShareFile for Accounting is a new client collaboration solution tailored for the accounting industry. This new solution equips firms to keep clients engaged and satisfied by simplifying client collaboration and accelerating the engagement lifecycle that replaces other costly software with just one digital solution. Join our client collaboration experts to see how ShareFile can makes it simple to create a compelling client experience despite industry challenges.

Melt away stress with our live virtual relaxation session! Guided visualization set to calming music will ease away any tension in your body and leave your mind feeling focused & refreshed. Feel free to have an eye pillow, blanket or bolster for under your knees, but props are not required. Beginners welcome. Have space to sit or lay down comfortably. Videos will be off during the session. Live on Zoom. 30 minutes.

In this session, Sovos and EY presenters discuss the importance of automation as it relates to reducing reputational, financial and compliance risk. With a strong mix of storytelling and practical strategies, our experts will share how you can utilize automation to free up your workforce to focus on value-added activities, such as finding growth opportunities.

Learning Objectives:

• Identify why automating routine processes can increase competitive advantage
• Determine how to mitigate reputational risk caused by tax strategy pitfalls
• Assess opportunities to reduce the risk of human error throughout financial processes

Join our session to discover how your finance team can use Workday Adaptive Planning to build driver-based models with ease, analyze unlimited scenarios on the fly, and create predictive forecasts using embedded AI and Machine Learning. See firsthand the power of Workday to plan, execute and analyze by combining Accounting, Finance and HR.

Learning Objectives:

• Assess the following business benefits: stronger cross-departmental collaboration and efficiency, sustained lease accounting compliance and access to unique data and insights
• Recognize how to strengthen the performance and ROI of tech investments
• Determine how to track and report on carbon footprint to address environmental, social and governance (ESG) goals

Many of the top issues faced by accounting firms are HR challenges. Recruiting and keeping employees. Managing the workforce in the office, virtually, and across state lines. Reducing your HR workload. Capacity planning. It’s time to rethink how to address them. Join us at this brief session to lean how CPA.com and Paychex worked together on a solution exclusively for AICPA members to specifically address the HR challenges firms are facing today.

Learning Objectives:

• Create a personalized strategy to meet your most challenging HR issues and requirements
• Offer valued employee benefits more affordably — to help you recruit and keep employees
• Save time on complex HR administrative tasks — so you can reinvest it in your firm

This expert roundtable Keynote session will dive into the fast - paced world of transformational technology and its profound impact on the accounting and finance profession. Greg Williams, Editor of Wired UK, will share insights and lead an expert panel consisting of Tanmay Bakshi, Juliette Powell and Jason Staats, in an engaging discussion exploring how emerging technologies including artificial intelligence and robotic process automation are not only changing the way things are done but also redefining the rules of the game.

Learning Objectives:

• Understand the pros and cons of imminent technologies in the accounting and finance profession.
• Learn when and how these technological advances could play a role in your organization.

Start your day by joining us for a live yoga session via zoom, from your home or room onsite at the Aria.

Join award-winning journalist and New York Times bestselling author Dan Harris and a panel of firm and industry leaders, as they share insights on the evolution of leadership and the critical role that prioritizing well-being plays in achieving success. They'll also address how new work norms such as remote working, economic changes and silent resignations are challenging organizations to adapt and adopt a new way of thinking about success. You'll come away with practical strategies for promoting mental and emotional wellness in yourself and your team, and learn ways to help your business thrive by accepting and adapting to these new business norms. Don't miss this engaging and informative session on the power investing in your own well-being has on the success of your organization.

Learning Objectives:

• Learn practical strategies for promoting mental and emotional wellness in yourself and your team.
• Learn ways to help your business thrive by accepting and adapting to these new business norms.
• Understand how mental health and its affects on employees can affect your organization.

Learning Objectives:

• Indicate how to set healthy boundaries for self, colleagues, and clients
• Identify how to increase capacity by developing inner game consciousness
• Recall examples of best practices for humanistic firm and people management
• Recognize what practices will best serve you and your organization

Accounting firms have long understood the need to bring additional services and value to their clients, with one key area being wealth management services. However, whether built internally or through an external partnership with a wealth management firm, many have struggled to capitalize on the opportunity for a variety of reasons. Jeff Pierce will be sharing his experiences in building a successful partnership between accounting and wealth management. In his former role, Jeff served as the CEO of Wipfli Financial Advisors (WFA), a $5B advisory firm that was majority owned by Wipfli LLP, a top twenty public accounting firm. During his four years as CEO, Jeff guided WFA in doubling its size and increasing mutual client relationships by more than 300%. This session will provide practical and executable strategies that you can apply in your business to drive a successful accounting/wealth management partnership.

Learning Objectives:

• Learn useful practices that you can start applying in your wealth management business today to drive growth through COIs
• Best practices in driving a collaborative partnership between accountants and financial advisors, resulting in the two-way flow of referrals and growth

We often of hear of this thing called “DEI fatigue.” Is it real? Should we lift our foot off the gas on diversity, equity, inclusion (DEI) initiatives to give people a break? This panel of professionals will discuss why maintaining momentum on DEI is critical to firm success. They will also provide strategies to ensure that DEI goals remain a priority and that all staff stay energized and invested in creating a workplace that supports people from all backgrounds and cultures.

Learning Objectives:

• Recognize the critical business case for DEIB in the accounting profession.
• Interpret reasons behind why some lose momentum.
• Identify specific strategies that can be applied to maintain DIEB momentum and accountability.

Learning Objectives:

• Identify the component parts of a robust succession plan
• Identify the most common mistakes found when partners are transitioning out
• Identify the important role compensation needs to play in executing the succession plan

Learning Objectives:

• Discover the vast amount of post-death estate planning elections available to the fiduciary
• Discover that some of the most important estate planning occurs are the client dies
• Learn how to implement the post-death elections for maximum tax savings

Learning Objectives:

• Understand the common challenges that the IRS brings to estate and gift tax examinations
• Know how to help your client at the planning stage to minimize risks during audit
• Stay up to date on the most recent issues that tax litigators see in handling IRS audits and litigation

Learning Objectives:

• • Review of income tax deductibility for charitable distributions from non-grantor trusts.
• • Analysis of existing irrevocable trusts to determine if distributions can be made or directed for charity or if distributions can be made to beneficiaries for charitable giving.
• • Consideration of investing in a pass-through entity that can make charitable donations.
• • Suggestions for drafting new trusts primarily for the family beneficiaries, but that also promote flexibility for future family philanthropy (including use of disclaimers for contingent charitable gifts).

Learning Objectives:

• Interpret the main global management accounting principles and how they relate to value creation
• Assess how these principles are applied in areas of practice within the finance function
• Evaluate how the GMAPs promote principle-based best-practice guidance on achieving better business decisions

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.

Learning Objectives:

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

Learning Objectives:

• Assess technical literature and other practice guidance relevant to addressing the topics covered in this session.
• Formulate answers to common A&A technical questions.
• Evaluate recent developments related to current A&A issues.

Learning Objectives:

• What is direct indexing and how does it work?
• What is the cost of direct indexing?
• What are the operational advantages and concerns with direct indexing?
• How are tax savings achieved and how much can be saved?
• Finance

Learning Objectives:

• Differentiate estate planning and legacy planning.
• Recognize the psychological need to address legacy and its profound benefits.
• Distinguish how legacy, identity, meaning, and purpose are related.
• Identify legacy coaching tools, such as the life reviews, and their applications.
• Discover how clients can be remembered for what they value most.

Learning Objectives:

• Use the Retirement Plan Cake to reveal significant tax deductions for business clients to integrate retirement plans into their company to complement company culture.
• Reframe the conversation of employee contributions costs into practical bottom line costs.
• Simple steps that may transform retirement plans for participant outcomes.
• Gain knowledge around how key aspects of the Retirement Plan Cake fundamentally transforms low income and minority communities to help achieve today's discussions around Diversity, Equity, and Inclusion by taking advantage of tax and regulatory incentives.

Learning Objectives:

• Diversification
• Retirement Probability
• Client Problem Solving

Learning Objectives:

• Recognize how professional liability claims arise.
• Recall practice management strategies to help mitigate the risk of a professional liability claim at your firm.

Learning Objectives:

• Assess the key principles of revenue growth in diverse market conditions
• Evaluate application to today’s environment and opportunities

Learning Objectives:

• Explain the penalties most commonly asserted by the IRS
• When is the utilization of First Time Abate (FTA) appropriate?
• Identify common defenses to penalties

Learning Objectives:

• Understand the importance and benefits of using high-level, multi-disciplinary teaming when providing income, retirement and estate planning.
• Understanding how to put a high-functioning team together and how to deal with advisors that don't play well in the sandbox.
• Gain an understanding of the planning process and responsibilities of each member of the team, as well as the need for engagement letters in advisory services.

Learning Objectives:

• 1. Consider recent case law and judicial developments impacting family offices
• 2. Review tax matters concerning the formation of the family office
• 3. Analyze leading practices for structuring investment partnerships
• 4. Recognize observed trends and other developments

Learning Objectives:

• Indicate the key differences between collaboration and teamwork and recognize the importance of effective digital collaboration in the modern workplace
• Identify the essential features and functionalities of Microsoft Teams that facilitate real-time communication and collaboration, such as chat, voice and video calls, and screen sharing. Apply v
• Recall various methodologies for delivering and managing content within Microsoft Teams, including organizing files, notes, and tasks.
• Recognize best practices for setting up channels, managing permissions, and organizing workspaces in Microsoft Teams to create a clutter-free and efficient environment.

Learning Objectives:

• Recognize a vertical tech stack and differentiate it from a horizontal tech stack and learn best practices in assessing your specific vertical’s needs
• Identify how to incorporate the fundamentals of data architecture and how to apply a consistent architecture across multiple platforms
• Indicate evaluation criteria for applications across the key areas of function, configuration, and support
• Distinguish how to buy-in from your clients on the process, not just the outcomes

The world is changing around us and so is the way we are learning! Join us to hear about our evolution of innovation and transformation in our learning ecosystem and how you can learn smart.

Learning Objectives:

• Understand the changing landscape of learning styles and habits
• Understand what AICPA & CIMA LEARN can offer you to meet your CPE requirements

Engage with peers and exchange ideas on managing an efficient and profitable tax practice. In this collaborative workshop, tax practitioners will examine creative solutions for enhancing innovation, productivity and performance in their tax practice. The AICPA Tax Practice Resiliency Task Force will be on hand to guide and provide their own insights for reimagining a tax practice for longevity and success.

Learning Objectives:

• Recognize the top practice management challenges facing tax practitioners.
• Recognize ways to strategically position a tax practice for success
• Identify available resources to support firm's practice management strategies

AICPA & CIMA's Future of Finance group, made up of world leading companies, has constantly ranked hiring and retaining talent as the number one concern. To help with this concern, AICPA & CIMA has recently launched the very first Finance Business Partner apprenticeship in the US. This apprenticeship uses the the world leading CGMA Finance Leadership Program as the instruction and enables organizations to professionally diverse their existing teams and attract a diverse group of candidates. Plus, organizations may be eligible for financial benefits and tax credits from this program. Join us to learn more - we will cover: 1 - trends in staffing shortages in business and industry 2 - benefits of apprenticeships 3 - how the apprenticeship works and how you can realize the benefits quickly

Learning Objectives:

• Analyze trends in staffing shortages in business and industry
• Identify the benefits of apprenticeships
• Determine how the apprenticeship works and how you can realize the benefits quickly

CITP credential holders are invited to participate alongside CITP peers and AICPA staff in an interactive roundtable discussion on the CITP credential body of knowledge. Participating CITPs will be asked to share insight into their current role within their firm or organization, including: * Tasks performed in their current role * Knowledge areas and skills needed to perform those tasks

Learning Objectives:

• To collect feedback from CITP credential holders on tasks performed in the current marketplace
• To collect feedback from CITP credential holders on the knowledge areas and skills that are essential for success in their current role

TBD

Learning Objectives:

• Understand the requirements of the PFS Experienced Pathway
• Recognize the benefits of the PFS credential in a CPA practice

In today's uncertain economic climate, more small business owners are seeking guidance on financing decisions from their accountants. Join Biz2Credit and CPA.com for a Lunch & Learn that will equip you with the knowledge and tools to provide valuable Financing Advisory Services to your clients. Learn how to identify quick and secure financing options for your clients and discover advisory strategies to help them navigate rising costs and economic challenges. Take your relationship with your clients to the next level and drive more value for your firm. BY ATTENDING THIS SESSION, YOU'LL GAIN A COMPETITIVE EDGE IN THE MARKETPLACE AND POSITION YOUR FIRM AS A TRUSTED ADVISOR TO SMALL BUSINESSES.

Learning Objectives:

• Understand the current economic outlook and its impact on small businesses
• • Identify lending options for small business clients in need of financing
• • Develop advisory strategies to protect clients from rising costs and future economic challenges

One of our most popular experiences from previous years is back! Do you need a new fun drawing of yourself and want to hear good music while you get animated? Look no further!

While we hear a lot about the “audit of the future,” the reality is that it’s already happening. In this session, we’ll explore the various tools in the Dynamic Audit Suite (OnPoint EBP, OnPoint PCR, OnPoint Audit and the Dynamic Audit Solution (DAS)) and how these can provide firms with a roadmap to the audit of the future. From client acceptance and collaboration, to automation in report creation and delivery, you’ll learn how the OnPoint Suite of tools remain consistent with guidance and methodology in place as end-to-end solutions to better position firms for the transformative methodology of DAS.

Learning Objectives:

• Identify the do's and don'ts of succession planning
• Analyze a perspective of succession planning from the buyer's standpoint

Learning Objectives:

• Understand the mathematic principals of various estate tax planning techniques.
• Be prepared to compare the relative effectiveness of various approaches for your client.

Learning Objectives:

• Learn the 6 issues that must be addressed when distributions are made from an estate or trust to a beneficiary
• Discover what sections of the Internal Revenue Code affect the income tax consequences of funding bequests
• Learn the planning opportunities available when funding a bequest.

Learning Objectives:

• Identify how to effectively manage up and why it matters.
• Identify how to adapt to different personalities and styles to best meet their needs.

Learning Objectives:

• Recall the latest developments in Peer Review
• Identify new challenges and opportunities
• Recognize common areas of noncompliance

Learning Objectives:

• Get introduced to the Data Analytics & Integration concepts: The what & why
• Learn & appreciate how Data Analytics help Businesses of all sizes for better understanding of their data and data-driven decision making
• Exposure to some premier Tools & Technologies used for Data integration, Data warehousing and Business Intelligence

Learning Objectives:

• Recognize the DEI competencies to integrate.
• Use our competency to leverage in your workplace.
• Compare competencies among staff levels to understand how they differ.
• Determine how to implement competencies and access accountability based another firm experience.

Learning Objectives:

• Examine strategies to avoid or reduce the estate tax liability.
• Review techniques allowing deferral of estate tax liability
• Focus on and evaluate specific planning tools (SLATs, IDGTs, GRATs, CLATs, INGs, etc.) to address these issues.

Learning Objectives:

• 1. Consider how the definition of family has changed for families of wealth and how these definitions are reflected in governing estate planning documents.
• 2. Consider sensitivity to issues of diversity, equity and inclusion while estate planning and tax professionals are working with families.
• 3. Consider the influence accountants may be able to exert during the overall estate planning process to encourage flexibility and sensitivity.

Learning Objectives:

• Identify the skills needed to become CFO
• Recognize different paths toward becoming CFO
• Recall the types of skills a CFO and other finance professionals will need in the future

Learning Objectives:

• Identify common issues that arise with conventional budgeting methods and how to address them in dynamic forecasting models.
• Analyze how to design and structure their financial models in a way that is efficient, organized and easy for end-to-end use.
• Determine ways to improve the accuracy of their rolling forecasts, leading to better decision-making confidence and related justification.

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.

Firm Managers, also known as Firm Administrators, COOs, Directors of Operations, and more, are known for "wearing many hats" in their firms. They lead administrative teams and functional areas such as Human Resources, Finance, Marketing, and Technology. But more importantly, firm managers can help grow the firm and improve both the employee and client experience. With our rapidly changing environment, including the talent shortage and the rise of automation and artificial intelligence, the most important "hat" our firm managers must wear is that of "change agent." During this session, learn more about the importance of the role of firm managers, how the role changes with firm size and growth, and how firm managers can directly support your firm's growth. If you are a firm manager, leader, or managing partner, this session is for you.

Learning Objectives:

• Identify the role of firm manager and how it evolves with firm growth.
• Identify practical ways firm managers can directly support firm growth.

Learning Objectives:

• Analyze key differences between SOC 1 and SOC 2 report content.
• Apply multiple scenarios to evaluating both SOC 1 and SOC 2 report content.
• Use a clarified understanding of new AICPA attestation standards and guidance impacting SOC examinations.

Learning Objectives:

• Identify the opportunities the evolution of technology and data analytics bring to auditors in the planning and performance of an audit.
• Recognize where technology can improve efficiency and effectiveness.
• Recall the mindset, talent, and resource investments necessary to sustain audit quality delivered through technology and data analytics.

Learning Objectives:

• Analyze the use of real estate as an asset class for individual investors
• Identify opportunities to offer real estate advisory services in your practice

Learning Objectives:

• Understand the difference between the treatment of see-through trusts and non-see-through trusts.
• Discover the different types of see-through trusts and how they impact the calculation and taxation of distributions.
• Explore the “life cycle” of an IRA Trust.
• Examine the impact of the SECURE Act on IRA trusts.
• Identify common mistakes made when trusts are named as a beneficiary.
• Analyze different alternatives to naming a trust as a beneficiary.

Learning Objectives:

• Assess how positioning your customer value proposition without talking about "time" re-energizes passion for the work
• Interpret how to correlate client success levels with varying investment levels
• Predict what else changes once you alter your pricing approach
• Evaluate specific steps you can take now to begin transforming your firm's business model

Learning Objectives:

• Avoid common errors on frequently-used international tax forms
• Identify compliance risks for common international tax forms - FinCEN 114, 8938, 5471, 5472, 8865, 8858, 926, 8621, 1116, 1118, 8992, 8993 and more
• Understand when a specialist is needed

Learning Objectives:

• Learn how crypto assets are acquired including through purchasing, receiving, earning, minting and mining.
• Learn what taxable events can occur when simply holding digital assets and when transferring and/or disposing of digital assets.
• Learn how NFTs and crypto loans are viewed for tax purposes.
• Learn the difference between being a hobbyist or a business when working with digital assets.
• Identify the top tax issues clients will be asking you about this year.

Learning Objectives:

• Identify various AI technologies and their broad industry applications.
• Recall an in-depth understanding of Robotic Process Automation "Bots" as they apply to various tax & audit processes.

Learning Objectives:

• Identify six examples of different potential career paths for CPAs to help inspire them and/or the people they lead.
• Recognize the pros of those career paths and some things each panelist wishes they would have known at the start.

The AICPA and CPA.com launched a startup accelerator in 2017 focusing on Accounting, Finance & Regulatory tech solutions. Its purpose is to foster innovation and assist emerging technologies to better understand and service the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric services. In this session, you will hear about trends in FinTech and AI developments – and meet the startup companies that represent the 2023 cohort.

Learning Objectives:

• Compare the startups that are members of the 6th cohort of the AICPA and CPA.com Startup Accelerator
• Analyze how you can leverage emerging technologies to be ahead of the mass adoption curve
• Understand true maturity of AI platforms like Chat GPT and how they integrate with software used in business
• Identify trends in FinTech and Accounting that are impacting the profession and your role
• Recall insights from the front lines about designing new tech for business & finance

Learning Objectives:

• Learn why the CPAs role in trust administration is vital to the success of client trust plans: tax compliance, tax planning, respecting the formality of the structure, and more.
• Understand what additional services CPAs can and should provide to help clients meet the objectives for their trusts.
• Recent high profile tax cases like Smaldino, Levine and Sorensen provide guidance as to how trusts should be administered. Learn how to apply these lessons to your clients.

Learning Objectives:

• Identify the regulatory requirements and charitable deductions that apply to each type of philanthopic tool
• Evaluate which type of vehicle is the best fit for each client's unique situation and objectives
• Define and differentiate the types of charitable and philanthropic tools

Learning Objectives:

• Identify the latest trends and risks in Cybersecurity that are affecting various industries and businesses.
• Analyze how CFOs and finance leaders can prioritize their security spend to effectively mitigate these Cybersecurity risks.

Learning Objectives:

• Identify the causes and implications of burnout.
• Recognize proactive techniques to avoid burnout.

Learning Objectives:

• Identify the fear that some humans feel when looking at AI and how we must overcome that fear.
• Analyze real life examples of firms that are actively using humans and technology in concert together.
• Identify actions that will allow your firm to make positive and successful steps to reinvent your firm

Learning Objectives:

• Apply a model for determining the level of evidence needed from - and provided by - analytical procedures
• Use analytical procedures that provide the necessary level of evidence
• Identify an audit strategy that considers the relative evidence provided by analytical procedures and other audit procedures
• Select advanced analytical techniques

Learning Objectives:

• Analyze the roadmap in accounting for complex financing arrangements
• Distinguish between freestanding instruments and embedded features
• Determine how to journalize transactions involving the issuance of baskets of securities

Learning Objectives:

• Identify key considerations in auditing, accounting, ethics, independence, and quality management.
• Select best practices in these areas and learn how to apply them in their day-to-day work.
• Apply practical guidance on how to navigate complex issues and challenges that arise in these areas.

Learning Objectives:

• Recognize the key results of recent academic research on fraud to update and inform practitioners, researchers, standard setters, regulators, and other stakeholders in the financial reporting process.
• Identify the different types of fraud currently being seen in practice.
• Recall the requirements for auditors with respect to fraud identification and detection under GAAS.
• Recognize the importance of professional skepticism and how skepticism plays a key role in addressing fraud in a financial statement audit.

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. To help professionals develop emotional intelligence and to understand the ideal frame of mind, Strategic Advisory Solutions’ Business Strategy team offers “Building Connections and Influencing Decision Making.” This interactive workshop teaches numerous best practices that can be utilized every day.

Learning Objectives:

• Learn tools and action steps to help move clients and prospects into the ideal frame of mind to make a decision that sticks
• Learn a framework for forming questions and responding in order to demonstrate empathy
• Learn strategies for developing situational awareness around preferred communication styles and techniques to adapt your approach

Learning Objectives:

• Tips and tricks for pricing, tech stack, operations, scope of services, nicheing, etc.
• Learn what a next-gen practice looks like compared to more traditional models

Learning Objectives:

• Describe the importance and challenges of defining non-financial investment objectives for a portfolio with an ESG investment mandate
• Articulate the relationship between ESG performance evaluation and ESG investment objectives
• Evaluate portfolio performance (including non-financial portfolio impact) for a portfolio with an ESG investment mandate

Learning Objectives:

• Analyze the surprising and significant ways that CPA firms have created problems by having poor partnership or operating agreements
• Identify the good intentions behind their original agreement terms (or lack of).
• Analyze how a partner agreement is not only an important legal document but serves as a blueprint for firm governance.
• Use recommendations for action so you can tell a tale of success about your firm.

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.

Learning Objectives:

• Analyze the current practice management landscape for small firms
• Identify ways to tackle pressing practice management issues using resources and best practices

Learning Objectives:

• Compare options for evaluating and transitioning clients
• Analyze revenue planning considerations for client-base right-sizing
• Identify communicating the right message, the right way
• Use resources and tools available to support your process

Learning Objectives:

• Identify tax planning and compliance points from significant federal and state tax developments of the past year.
• Identify due diligence actions highlighted by tax law developments of the past year.

Learning Objectives:

• Identify key terms associated with process automation technologies like robotic process automation, digital plumbing, pro-code, low-code/no-code, and enterprise architecture
• Differentiate between digital plumbing solutions, application program interfaces (APIs), and robotic process automation
• Formulate a simple RPA

Learning Objectives:

• Recognize how to select technology that will meet the needs of your CAS practice.
• Identify technology solutions that your clients in vertical industries can take advantage of better information and time savings.
• Select a technology strategy and assess the right technology fit for your practice.

We invite you to see how Workday is supporting transformations for organizations through a demonstration of our Financial Accounting Solution. Discover how easy Workday can transact, consolidate, report, and analyze all in a single cloud environment driving higher business effectiveness from your accounting efforts. Empowering organizations to plan, execute, and analyze in a single cloud solution.

Learning Objectives:

• Determine ways to expand traditional metrics by utilizing data analytics
• Analyze how to upskill talent that holds analytics, creative, curious, and intuitive skill sets
• Identify the various technology tools available to deliver the desired result

Learning Objectives:

• Identify the potential impact of imposter syndrome with greater self-awareness
• Recognize skills for proactively building resilience
• Recall tips you can use right away to more quickly and easily help yourself and others
• Indicate how to use inclusive leadership and belonging leadership strategies so that all feel safe and welcome

Learning Objectives:

• Understand key developments for the prior year.
• Understand potential key developments for the upcoming year.

Learning Objectives:

• Recognize the needs of business unit when it comes to finance
• Identify the skills needed to become a better business partner
• Indicate what C-suite members would like to know from the finance and accounting teams

Learning Objectives:

• Identify typical issues that are top Strategic priorities for CPAs
• Analyze root causes of critical issues firms are facing and why progress often isn't made
• Recognize the importance of accountability in change management

Learning Objectives:

• Identify how current economic conditions impact accounting and auditing considerations.
• Analyze the impact of unfavorable economic conditions and determine their effect on financial statement disclosures

Learning Objectives:

• Recall recent PCAOB inspection findings, enforcement actions, and standard-setting activities and explain their potential impact on audit quality and financial reporting.
• Identify best practices for addressing common audit deficiencies and staying up-to-date with evolving standards and guidance.

Learning Objectives:

• Identify if a commercial entity is subject to a Single Audit and what will be tested in for the program(s) selected for audit
• Recall best practices, tools, and resources for both auditees and auditors in order to achieve successful results in the Single Audit

Learning Objectives:

• Recognize how to optimize business performance through the proactive management of key growth levers that will sustain a firm during challenging market conditions.
• Analyze the big industry trends impacting on advisory firm performance to support smart human capital decisions and advance the client experience.
• Identify ways to protect owners during downward market conditions and better position for success when the recovery takes hold.

Learning Objectives:

• Recall best practices among firms related to operating a less “taxing” tax season.
• Identify key areas we are all struggling with and learn simple strategies you can put into play to make tax season better.

In this course, Tony Nitti will update you on recent developments involving S corporations.

Learning Objectives:

• Identify opportunities to cure an invalid S election using Rev. Proc. 2022-19.
• Understand the due date for a final S corporation return when the corporation is acquired and a Section 338(h)(10) or Section 336(e) election is made.
• Identify issues in key court cases involving S corporations over the past 18 months.

Learning Objectives:

• Update on the status of Section 174 capitalization
• Practical advice for how to discuss 174 with clients

Learning Objectives:

• To understand the state tax impact of remote work on individual employees and their employers.
• To learn what it takes to get a state to accept a taxpayer's change of residence.
• To identify some of the numerous traps of multi-state business activities.

Learning Objectives:

• Identify emerging technologies and how they've changed over time
• Recognize currently trending technologies with a deep dive on current trends such as Blockchain, AI, and the Metaverse
• Recall core success skills

Learning Objectives:

• Determine the considerations needed to create a spend management pricing model.
• Analyze streamline spend management advisory services and improve efficiency and increase revenue.
• Identify the challenges involved with subscription pricing and how to overcome them
• Use best practices and a step-by-step plan to get started to build a spend management advisory service line.

Learning Objectives:

• Identify the importance of personal branding in the current business environment, and how to develop their own personal brand.
• Recognize participants personal strengths and capabilities and identify how they can be leveraged to build a strong personal brand
• Recall the learning to create a personalized branding plan that reflects their unique strengths and capabilities, positioning themselves for success in their career as a finance professional.

Learning Objectives:

• Understand how Medicare enrollment periods work — and what to do to avoid late-enrollment penalties
• Find out what you need to know about the differences between traditional Medicare and Medicare Advantage
• Learn how much an enrollee can expect to pay in health care costs after going onto Medicare
• Understand why most people pay too much for private insurance and how to avoid excess costs
• Better plan for higher health care costs in retirement — including the possibility of needing long-term care

Learning Objectives:

• Evaluate the unique planning issues for persons with disabilities
• Differentiate the available planning solutions for persons with disabilities, including Special Needs Trusts and ABLE accounts
• Analyze the various government benefit programs and the strategies to obtain and retain them

Learning Objectives:

• Recognize the key components of the sustainability reporting landscape and the potential impact on your business
• Identify the critical concepts and timelines of the key standards, regulations, and reporting frameworks
• Formulate a plan for designing, implementing, and monitoring an ESG accounting and reporting program that is suitable for your organization

Learning Objectives:

• 1. Understanding some key considerations and the types of services needed to build a successful cybersecurity professional services practice.
• 2. Identifying the target clients for your cybersecurity services and developing the right service offerings that meet their needs.
• 3. Attracting and retaining top cybersecurity talent to build a strong team.
• 4. Ensuring ongoing training and certifications to keep your team up to date with the latest cybersecurity trends and technologies.
• 5. Understanding the challenges and opportunities in the cybersecurity professional services market.

The desire to recruit and retain a diverse workforce has led may organizations to ask employees to self-disclose demographic data. Through self-ID, organizations can have accurate data on employee demographics, which can in turn lead to increased resources and awareness. Organizations have made great strides expanding data collection for gender, ethnicity, and even disabilities, but challenges still exist in the area of LGBTQ+. In this session our speakers will unveil a new toolkit created under the leadership of the AICPA & CIMA LGBTQ+ initiatives committee that will outline best practices related to LGBTQ+ data collection and use through self-identification.

Learning Objectives:

• Differentiate the ways in which LGBTQ+ data collection may vary from the collection of other types of demographic data
• Identify the benefits of self-identification for LGBTQ+ data both for individuals and for organizations
• Recognize the ways in which self-ID can bolster inclusivity and visibility of LGBTQ+ employees

Learning Objectives:

• Identify the opportunity and risks in estate planning and administration in dealing with illiquid assets.
• Assess the appropriate planning techniques available to clients with illiquid assets.

Learning Objectives:

• Determine how states define residency for the purposes of trust taxation.
• Identify the statutory and constitutional guidance related to trust taxation.
• Recognize the state tax saving opportunities available when forming and maintaining trusts.

Learning Objectives:

• Recognise the basic concepts of Blockchain technology
• Indicate what is data analytics and understand the importance of data analytics
• Distinguish how Data analytics can be used in business partnering with Finance
• Recall the characteristics of an analytical and data-driven mindset.
• Identify opportunities, processes, and necessary data for solving analytical problems.

Learning Objectives:

• Recognize outstanding and successful careers of those who have embraced the role of the firm manager with positive results.

Learning Objectives:

• Recognize key risk assessment concepts in applying SAS No. 145 in identifying and assessing risks of material misstatement
• Recall how to scale risk assessment requirements to be effective and efficient, particularly for less complex entities
• Identify potential risk assessment and related audit documentation pitfalls

Learning Objectives:

• Identify the stress inducing aspects of sampling
• Apply simple approaches to stress reduction
• Analyze common peer review and inspection deficiencies and solutions

Learning Objectives:

• Learn about the major influences surrounding today’s inflation surge and how it will affect the economic and investment outlook in the 2020s

Learning Objectives:

• Participants will gain understanding as to the applicable processes needed to establish and remain compliant with regulations impacting registered investment advisors.
• Understanding and selecting an appropriate compliance consultant will be presented for designating your "who" for compliance purposes.
• Why it is vital that you appoint another professional as your Chief Compliance Officer to hold you and your team accountable.

Learning Objectives:

• Identify the CAS practice’s point on the CAS journey and align to best practices for growth at that phase
• Use strategies to empower and equip CAS staff to add value to client engagements
• Identify standardizations and best practices to increase process efficiencies
• Apply key components for a practice specific integrated and impactful technology strategy