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Sunday, June 2, 2024

8:00 AM – 10:05 AM PDT

PFP24100A. PFP Business Models: True Stories from Successful CPAs

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Sarah Bradley

- Owner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice, and your clients. A panel of successful practitioners in the most common business models in the CPA profession will share how they built their practice to provide the highest value for clients while also running a successful business. This session will cover the following topics: * Getting started with learning more about you (polling questions) * The PFP opportunity     * Introduction to 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 they manage resource needs, including staffing and outside experts     * Options for gaining help from 3rd parties (RIA firms, and other advisors) to assist in your efforts     * Increasing the value of your practice by adding financial planning - succession plan/future sale/buyer’s view     * Growing your business through marketing     * Holding effective virtual client meetings     * Reflection time for participants (display slides with prompt Qs)


Learning Objectives:

  • Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
  • Identify a checklist to guide you as you take steps post workshop
  • Recognize the future of services to individuals
  • Determine numerous service models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with, present, and deliver recommendations to clients
  • Identify compliance, technology, and practice management considerations

8:00 AM – 8:50 AM PDT

PFP24102A. PFS™ Live! Workshop: Body of Knowledge Overview

Daniel Snyder

- Director - Personal Financial Planning (PA) | AICPA & CIMA

Thomas Tillery

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

In preparation for the PFS Experienced CPA Assessment, this overview of the PFP Body of Knowledge identifies all the topics on which a CPA financial planner and PFS Credential holder should have a basic working knowledge. They need to understand the topic fundamentals, how tax impacts the area, and how decisions on the topic can impact other topics. This session will cover the following topics in an overview format: * Introduction of the workshop and speakers * Retirement planning * Estate planning * Investment planning * Risk management and insurance planning * Elder planning * Charitable planning * Education planning * Business owner and employee benefit planning * Tax implications of PFP topics * Inter-dependence of PFP topics. Come ready to focus on applying your experience as a CPA working with individuals and families in preparation attaining the PFS credential.


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

8:50 AM – 10:05 AM PDT

PFP24102B. PFS™ Live! Workshop: Practical Applications for a Younger Family Client – Case Study #1

Thomas Tillery

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

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


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

10:20 AM – 12:00 PM PDT

PFP24100B. PFP Business Models: True Stories from Successful CPAs (continued)

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Sarah Bradley

- Owner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

Discuss the topics not covered in session 1 and continue with additional topics, including: * How and why they chose their tech suite for financial planning, CRM, and other needs * How and why they chose their investment business model and how they successfully implemented their strategy     * How they seamlessly integrate the CPA and RIA sides of the business     * Reflection time for participants (display slides with prompt Qs)


Learning Objectives:

  • Recognize the future of services to individuals
  • Determine numerous service models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with, present, and deliver recommendations to clients
  • Identify compliance, technology, and practice management considerations
  • Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
  • Identify a checklist to guide you as you take steps post workshop

10:20 AM – 11:35 AM PDT

PFP24102C. PFS™ Live! Workshop: Practical Applications for a Pre-Retirement Family Client – Case Study #2

Thomas Tillery

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

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


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

11:35 AM – 1:20 PM PDT

PFP24102D. PFS™ Live! Workshop: Practical Applications for an Older Retired Family Client – Case Study #3

Thomas Tillery

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

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


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

1:00 PM – 4:30 PM PDT

ENG24101. Fingers on the Keyboard: GenAI Learning Lab for Accounting and Finance Professionals (TCH, FIN)

Wesley Hartman

- Director of Technology | Kirsch Kohn and Bridge

Chris Ortega

- CEO | Fresh FP&A

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** 

In this 3-hour workshop, you will learn how to leverage ChatGPT and Bard, two of the most powerful language models in the world, to transform your accounting and finance practice. You will discover how to use these tools to automate tasks and processes, gain insights from data, improve communication and collaboration, and make better decisions.

Why attend this workshop? As an accounting or finance professional, you need to be at the forefront of innovation. ChatGPT and Bard are powerful tools that can help you to automate tasks, improve efficiency, and make better decisions. This workshop will teach you how to use these tools to achieve your professional goals.

Who should attend?

This workshop is designed for accounting and finance professionals who are interested in learning how to use ChatGPT and Bard to improve their practice. No prior experience with ChatGPT or Bard is required. Bring your laptop for the hands-on experience.



Learning Objectives:

  • Recognize the capabilities of ChatGPT and Bard
  • Determine how to use ChatGPT and Bard for accounting and finance tasks
  • Identify how to integrate ChatGPT and Bard into your workflow
  • Determine strategies for using ChatGPT and Bard to improve your practice

1:00 PM – 4:30 PM PDT

EST24101. Charitable Giving Strategies

Stephen Bigge

- Partner | Keebler & Associates, LLP

Ted Batson

- Partner/Tax Counsel | CapinCrouse LLP
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** Charitable giving is a key component of many clients’ lifetime and estate planning. This session will cover the basic tax rules applicable to charitable giving and, building on that foundation, explore key charitable giving strategies your clients want to know about. Join us as we unpack this key component of a tax practitioner’s tool kit.

Learning Objectives:

  • Apply the charitable deduction rules to client charitable gifts
  • Assist clients with identifying the most impactful charitable giving strategies for their facts and circumstances
  • Compare and contrast charitable giving strategies and their suitability

1:00 PM – 4:30 PM PDT

NAA24101. Quality Management: Path to Implementation

Joe Lynch

- Managing Director, Shareholder | Johnson Global Accountancy (JGA)

Sherry Chesser

- Member | Landmark PLC, Certified Public Accountants

Michael Brand

- Member | BMSS, LLC
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** More information to come

1:00 PM – 2:40 PM PDT

PFP24100C. Ideas for Communicating, Delivering, and Presenting Planning Recommendations to Your Clients

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Sarah Bradley

- Owner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

You will learn how panelists communicate with clients, structure their meetings, and deliver & present planning ideas to clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning. * Hear how panelists present their process to their clients     * Learn the coach approach to communicating and conversing with clients     * Q&A     * Reflection time for participants (display slides with prompt Qs)


Learning Objectives:

  • Recognize the future of services to individuals
  • Determine numerous service models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with, present, and deliver recommendations to clients
  • Identify compliance, technology, and practice management considerations
  • Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
  • Identify a checklist to guide you as you take steps post workshop

1:00 PM – 4:30 PM PDT

PFP24101. Discovering Greater Revenues by Exploring the Individual Tax Return: Proactively Identifying PFP Opportunities in your Income Tax Practice that could Result in Greater Revenues

Melissa Linn

- SVP, Senior Wealth Planning Strategist | Comerica Wealth Management

Jimmy Williams

- CEO and Senior Wealth Advisor | Compass Capital Management, LLC

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** Utilize an individual tax return to find extraordinary opportunities by identifying additional revenue. This series guides the practitioner through planning opportunities that are in an individual tax return. This 3-hour pre-conference workshop will provide tools, strategies, and concepts to leverage in your income tax practice to perform PFP services. WORKSHOP STRUCTURE: * (45 Minutes) Goals & Objectives + Review 1040 pages to identify areas of planning opportunity. Incorporate stories to drive home ideas (what actions could have prevented unintended consequences) * (30 Minutes) – 15 minutes of Break Out Groups and 15 minutes of sharing best ideas * (45 Minutes) – What effective action-oriented deliverables – verbal vs written action plan (Net Worth creation, financial checklist, Family Road Map, etc.) * (30 Minutes) – 15 minutes of Break Out Groups and 15 minutes of sharing best ideas * (30 Minutes) – Questions and Answers/Best Practices


Learning Objectives:

  • Learn a checklist of identifiable areas of plannings with implementable solutions
  • Learn how to change reactive compliance work into proactive planning value and revenue
  • Learn how to convert your tax practice into a high value PFP advisory business

1:00 PM – 4:30 PM PDT

PRA24101. Microsoft 365 Deployment Bootcamp for Your Practice

John Higgins

- Strategic Technology Advisor | Higgins Advisory, LLC

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** 

Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 (M365) deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this "bootcamp" will provide you with an ROI many times greater than your investment to attend.

Specific topics that will be covered:

  • Understanding the full potential of M365 to drive efficiency in your practice.
  • Best practices for deploying M365 in accounting, tax and advisory firms.
  • Design your Teams app setup to meet the unique attributes of your practice.
  • Use SharePoint and OneDrive to organize your files and share them securely with your clients.
  • Organize your thoughts, meeting notes and other content centrally in OneNote.
  • Track your client engagements and internal projects efficiently and effectively with the Planner app.
  • Use M365 to document processes, improve client services and increase productivity.
  • Introduction to the future with Microsoft Copilot AI features
  • Step-by-step guide for deployment of M365 in your firm based on best practices.

Ample time will be allotted to address your specific questions and concerns.


Learning Objectives:

  • Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.
  • Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
  • Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.

1:00 PM – 4:30 PM PDT

TAX24101. Mergers and Acquisitions & Tax Traps and Considerations When Selling a Business

Mark Gallegos

- Tax Partner | Porte Brown LLC

Jocelyn Borowsky

- Partner | Duane Morris LLP
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** This workshop class is designed for tax and accounting professionals who are looking to deepen their understanding of the complex landscape of mergers and acquisitions (M&A) and the critical tax considerations involved in selling a business. The course will provide an in-depth analysis of the various stages of M&A transactions, focusing on identifying and navigating potential tax traps that can arise during these processes. KEY TOPICS: • OVERVIEW OF MERGERS AND ACQUISITIONS: Understanding the basics of M&A, types of mergers, acquisition processes, and the role of tax and accounting professionals in these transactions. • TAX CONSIDERATIONS IN M&A: Detailed exploration of tax implications in mergers and acquisitions, including corporate structure, asset vs. stock sales, and cross-border tax issues. • IDENTIFYING TAX TRAPS: Strategies to identify and avoid common tax pitfalls in M&A transactions, such as hidden liabilities, valuation issues, and unrecognized tax obligations. • TAX PLANNING FOR BUSINESS SALES: Comprehensive guidance on effective tax planning strategies when preparing for the sale of a business, including timing considerations, capital gains, and succession planning. • CASE STUDIES AND REAL-WORLD EXAMPLES: Analysis of real-world M&A scenarios and business sales, providing practical insights into applying tax strategies and avoiding pitfalls. • REGULATORY UPDATES: Latest updates on tax laws and regulations affecting mergers, acquisitions, and business sales. REASONS TO ATTEND: • ENHANCE EXPERTISE: Gain advanced knowledge in the niche area of M&A, enhancing your expertise and value as a tax or accounting professional. • STAY UPDATED: Keep abreast of the latest tax laws and regulatory changes that impact M&A and business sales. • RISK MITIGATION: Learn to identify and mitigate potential tax risks and traps in M&A transactions, protecting your clients and your practice. • NETWORKING OPPORTUNITIES: Connect with other professionals in the field, fostering opportunities for collaboration and growth. • PRACTICAL APPLICATION: Apply the knowledge gained through case studies and real-world examples to your practice, improving your service offerings to clients. • PROFESSIONAL DEVELOPMENT: Fulfill continuing education requirements and further your professional development in the ever-evolving field of tax and accounting. This session is an invaluable opportunity for tax and accounting professionals seeking to elevate their practice in the complex and dynamic world of mergers and acquisitions.

Learning Objectives:

  • Identifying Tax Traps
  • Overview of Mergers and Acquisitions
  • Tax Planning for Business Sales
  • Tax Considerations in M&A

1:20 PM – 2:35 PM PDT

PFP24102E. PFS™ Live! Workshop: Practical Applications for a Business Owner Client – Case Study #4

Thomas Tillery

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

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


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

2:40 PM – 3:30 PM PDT

PFP24100D. Business Model Roundtables

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Sarah Bradley

- Owner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

GROUP 1 Dirk Edwards, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR * Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services Susan M. Tillery, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA     * Fee-for-service integrated financial planning without asset management or product sales who builds a collaborative team of advisers and creates virtual family offices for clients 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:

  • Recognize the future of services to individuals
  • Determine numerous service models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with, present, and deliver recommendations to clients
  • Identify compliance, technology, and practice management considerations
  • Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
  • Identify a checklist to guide you as you take steps post workshop

2:50 PM – 3:40 PM PDT

PFP24102F. PFS™ Live! Workshop: Body of Knowledge Lightning Round and Test Approach

Daniel Snyder

- Director - Personal Financial Planning (PA) | AICPA & CIMA

Thomas Tillery

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

This final discussion on the PFP Body of Knowledge will cover the highlights of each topic in the outline including: Retirement planning * Estate planning * Investment planning * Risk management and insurance planning * Elder planning * Charitable planning * Education planning * Business owner and employee benefit planning. It is an opportunity to reinforce your learning with questions on areas where further discussion is needed. The instructor will also share test taking approaches he has find successful on these type of exams.


Learning Objectives:

  • Understand the key topic areas in the 8 major topics in the PFP Body of knowledge.
  • Identify best test taking approaches for the PFS exam.

3:40 PM – 5:45 PM PDT

PFP24102G. PFS™ Live! Workshop: PFS Experienced CPA Assessment (Proctored Assessment of 100 minutes)

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.

A laptop and a standard calculator will be needed for this exam.

3:45 PM – 5:00 PM PDT

PFP24100E. Decide on Your Next Steps, Q&A, and Gain Practical Advice from the Panel

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Susan Tillery

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

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

David Stolz

- President | Stolz and Associates

Brooke Salvini

- Principal | Salvini Financial Planning

Mark Astrinos

- Principal & Founder | Libra Wealth

Sarah Bradley

- Owner | Edwards Bradley PC

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

This final session will give you a chance to bring everything you need to know together, get your questions answered, and gain practical advice from the panel, including: * Review the “Building Your Tax and Financial Planning Business Checklist”     * The audience will choose what areas they want to focus on from the checklist items     * Panelists will share what their best piece of advice would be if they were starting again now     * Panelists will share resources to support you going forward     * Q&A     * Decide your next step and share with the group     * Wrap up the workshop


Learning Objectives:

  • Recognize the future of services to individuals
  • Determine numerous service models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with, present, and deliver recommendations to clients
  • Identify compliance, technology, and practice management considerations
  • Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
  • Identify a checklist to guide you as you take steps post workshop

Monday, June 3, 2024

6:00 AM – 7:00 AM PDT

ENG24FIT01. Yoga

Roll out your yoga mat and join Amy Vetter for an interactive yoga and meditation session for a unique and memorable conference experience. Amy’s session ranges from guided meditation to traditional vinyasa yoga, all levels welcome!

7:00 AM – 8:00 AM PDT

9:05 AM – 9:55 AM PDT

ENG24K02. ENGAGE Keynote | Professional Issues Update

Barry Melancon

- President and CEO | AICPA & CIMA

9:55 AM – 10:15 AM PDT

10:15 AM – 11:30 AM PDT

DCPA2401. Marketing Your Firm in the Digital World

Becca Johns

- Director of Practice Growth | Rea & Associates

Colette Sharbaugh

- Vice President, Marketing & Communications | CPA.COM

Kristen Lewis

- Managing Director | EisnerAmper

In today’s fast-moving and competitive digital landscape, standing out is no longer a luxury—it’s a strategic imperative. Whether you’re collaborating with an in-house marketing team, partnering with an external agency, or personally steering your firm’s marketing ship, understanding the power of a robust digital and branding strategy is paramount. Join this session, co-hosted with the Association for Accounting Marketing(AAM), to learn key strategies, channels and tactics to elevate your firm's position in the market. This session will equip you with the knowledge to outsource or self-manage a holistic marketing strategy that will deepen engagement with existing clients and attract new prospects.


Learning Objectives:

  • Identify effective marketing strategies to enhance the visibility and value proposition of your firm’s offerings
  • Recognize the characteristics and needs of internal partners, existing clients, and potential clients to tailor marketing approaches effectively
  • Assess the digital landscape, including how to leverage SEO, social media and a multi web domain strategy to elevate your firm's brand
  • Analyze successful real-world firm marketing case studies, including the strategies employed, challenges faced, and the measurable outcomes achieved

10:15 AM – 11:30 AM PDT

EDG2401. Your Path to Possibilities

Sarah Elliott

- Co-founder and Principal | Intend2Lead LLC

Do you want to find more passion, connection, and fulfillment through your work? Do you want to foster deeper levels of trust and openness and cultivate stronger relationships with your people and clients? Do you want to help us build a stronger, more powerful, and human-centric profession? True leadership in today’s ever-changing world requires new possibilities. It’s time for our profession’s leaders to evolve more consciously - to shift the tide from fear to love. _And it all starts with you. _ During this engaging and interactive session, Sarah will help you increase your awareness and appreciation of yourself, become a more conscious leader of others, and craft your personal path to new possibilities!


Learning Objectives:

  • Identify the three core components of the conscious leader mindset.
  • Apply the three core components of the conscious leader mindset to your leadership approach.
  • Determine at least three specific action steps you will take to become a more conscious leader.

10:15 AM – 11:30 AM PDT

ENG2401. Estate Planning Update (EST, TAX)

Andrew Katzenstein

- Partner | Proskauer Rose LLP

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:

  • Make attendees aware of recent changes to the estate, gift and GST rules
  • Explain which estate planning techniques work best in the new higher interest rate environment.
  • Discuss how to plan for a reduction in the unified credit.
  • Assess estate planning techniques that they can use to reduce estate, gift and generation-skipping taxes.
  • Analyze how changes to the law impact how clients should think about their estate plans.

10:15 AM – 11:30 AM PDT

ENG2402. The Leadership Impact - How to Build and Lead a High Performing Team (FIN, EDG)

Ken Warman

- Founder | The Leader's Evolution

Are you looking for a catalyst to take your leadership to the next level?

Talented accounting resources are in great demand, so it is critical that leaders develop a culture that attracts and cultivates the best talent.  So how do you create and lead a high performing team?  Ken will share a leadership framework that will support you in developing your specific and personal actions to lead more successful teams.  Ken uses dynamic storytelling to relay the core leadership principles that will propel you forward in your leadership journey.

Join us for this inspiring session!


Learning Objectives:

  • Develop specific actions to elevate your leadership and the confidence to take those steps
  • Learn how to build a high performing team
  • Create a winning culture in your organization that supports strong performance

10:15 AM – 11:30 AM PDT

10:15 AM – 11:30 AM PDT

NAA2401. AICPA Update

Susan Coffey

- Chief Executive Officer - Public Accounting | AICPA & CIMA

10:15 AM – 11:30 AM PDT

PFP2401. Solving practical problems in private wealth management

Apollo Lupescu

- Vice President | Dimensional Fund Advisors
The profession of financial advice has evolved over time, along side with the needs and expectations of clients. Sophisticated advisors enhanced their skills to accommodate the increasingly complex issues facing their clients. This session will explore some of these issues, such as state-of-the-art asset allocation, market downturns and volatility mitigation strategies, incorporating human capital in investment decisions, approaches in generating income and their tradeoffs. The basis of these solutions is rooted in rigorous academic research based on data and evidence developed over the past few decades. Advisors will be presented practical ways to address these issues and how to implement them in their investment process.

Learning Objectives:

  • Gain insight into state-of-the-art investment approaches.
  • Address complex client issues in the investment process
  • Apply these strategies in practical situations facing their clients

10:15 AM – 11:30 AM PDT

PFP2402. Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment

Discover how to serve a new generation of consumers efficiently and profitably by defining your ideal client and specializing in serving their needs. If you were diagnosed with a rare disease, would you go to the general practitioner in town? Or would you find a doctor that specializes in cases like yours? The next generation of clients are seeking advisors who offer specialized services that reflect their unique needs, and delivering deep value takes a targeted approach.


Learning Objectives:

  • The value of a clearly established niche market
  • How to define your ideal client and discover their unique needs
  • How to incorporate a niche into a traditional firm to reach clients increasingly seeking specialized services that reflect their unique needs.
  • Ways to leverage a niche to grow a firm and deliver value more efficiently, through stories of financial advisors who successfully serve a niche market

10:15 AM – 11:30 AM PDT

PFP2403. The Retirement Red Zone- Critical decisions to make in the years before and after retirement

Melissa Linn

- SVP, Senior Wealth Planning Strategist | Comerica Wealth Management

Oscar Vives

- Wealth Strategist | PNC Private Bank

David Frisch

- President | Frisch Financial Group, Inc.

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

The decisions clients make in the years before and after retirement can impact whether they have a “successful” retirement. Success can be defined in many ways. Understanding how your clients define success, the planning issues to achieve success, and the monitoring to maintain success are all areas where we can help provide guidance. This session will empower you to guide your clients. Helping them anticipate the psychological aspects and find new purpose will also be an area of discussion.


Learning Objectives:

  • Technical/planning issues to prepare in the years before retirement. (Cash Flow and Budgeting, Taxes, Health & Long-Term Care Insurance, Investments)
  • Financial monitoring to keep clients on track post-retirement. (Monitoring cash flow and budgeting; short, mid, and long-term goals; common concerns)
  • How to address the psychological aspects and help clients find a new purpose.
  • How do clients define success in retirement?

10:15 AM – 11:30 AM PDT

PFP2404. Defining Risk in Qualitative and Quantitative Measure for Clients by Net Worth

Kenneth Samuelson

- Executive Editor | The Life Product Review

10:15 AM – 11:30 AM PDT

PRA2401. Transforming Your Business Model: The Why and How

Jayden Doye

Erin Hartman

- Manager - Firm Services - PCPS | AICPA & CIMA

As the landscape of the accounting profession changes and the manner in which accounting firms have traditionally conducted business evolves, firms are challenging how they operate on both a day-to-day basis and in planning for the future. To help position firms for success, Private Companies Practice Section (PCPS) is developing tools designed to help firms not only identify elements of their current business model that may be holding them back but also offering solutions to help them adapt to this changing environment. Our focus includes topics such as: the importance of strategy and vision, compensation for staff and partners, types of services provided and how to bill for them, ideal client make-up, how firms are structured and make decisions, how career paths can be developed for all team members that provide a sense of belonging and purpose, and how to truly offer flexibility to integrate work and life. Learn the areas within your firm that you can address to develop or improve culture to attract, retain and develop talent to position your firm for continued success.

10:15 AM – 11:30 AM PDT

PRA2402. Practical Tips & Tools to Help CPAs Manage Risk + CAS/CFO Advisory Services - Understand the Risk

Stan Sterna

- Vice President | Aon

Deborah Rood

- Risk Control Consulting Director | CNA

Client accounting services (CAS) is a diverse and growing area of practice for all sizes of CPA firms. Each CAS engagement may include a variety of services with differing degrees of complexity and strategic value to the client, customized to help meet the client's individualized needs. As with any service delivered by a CPA firm, professional liability risk exists. Given the growth and increasing demand for CAS, CPA firms should understand the risks and establish protocols to help mitigate them. • CPAs face an ever-present threat of malpractice claims regardless of the services performed. Although it is impossible to eliminate all risks, accountants can identify and implement practical techniques to help mitigate the risk of a professional liability claim. This course will discuss day-to-day risk management protocols related to firm practice management and the delivery of services and provide tools that CPA firms can leverage to help manage their risk.

10:15 AM – 11:30 AM PDT

TCH2401. Tech Update

Randolph Johnston

- Founder | Network Management Group, Inc.

Brian Tankersley

- Director, Strategic Relationships | K2 Enterprises, LLC

Keeping pace with technology has never been more crucial, and K2's Tech Update is your key to staying informed and ahead. This comprehensive session is tailored for accounting professionals seeking to understand the landscape of technological advancements. You will gain insights into the latest developments and how they impact the accounting sector. Our expert-led program will delve into the newest Software and Hardware innovations, the evolving role of AI and machine learning in accounting, and the burgeoning impact of technologies like quantum computing and blockchain. This course guides you through the advantages and challenges of these technologies and helps you craft a technology strategy that aligns with your business goals.


Learning Objectives:

  • Identify and assess the impact of AI and machine learning on accounting practices.
  • Explore the potential applications and implications of quantum computing in finance.
  • Understand the evolving role of blockchain technology and cryptocurrencies in financial systems.
  • Evaluate the latest Software and hardware tools for their practicality and benefits in your professional environment.

10:15 AM – 11:30 AM PDT

TPR2401. Beyond Today: The Next Chapter in SOC and Third-Party Risk

Carrie Kostelec

- Lead Manager - SOC & Related Services | AICPA

Chris Halterman

- Managing Director | Ernst & Young LLP

11:45 AM – 12:35 PM PDT

DCPA2402. The Spectrum of Client Advisory Services – What Clients Want Today

Robert Henderson

- Partner-in-Charge | Windes Advisory Services

Amy Bridges

- Professional Development Manager | CPA.com

Client Advisory Services (CAS) are evolving quickly, and clients often don’t know how to express their needs during the sales process in ways that translate to defined services. During this session, we’ll explore the spectrum of client advisory services, and talk about the regular discovery processes you can use with clients to match services to their needs. You’ll learn more about listening to client pain points, but continuing to meet clients with standardized services that can be delivered by your CAS staff in profitable ways, leading to better satisfaction for clients… and for staff.


Learning Objectives:

  • Understand the breadth of services that fall under the client advisory services
  • Recognize the ways that firm staff, key referral sources and clients understand the value and services offered
  • Identify how to connect the typical CAS sales to onboarding journey to your services to increase client satisfaction and practice revenue

11:45 AM – 12:35 PM PDT

EDG2402. Leave Me Alone: People Management for the Non-People Person

Erin Crowley

- Global Learning + Development Advisor | Spiirall

The ultimate survival guide for the introverted or task-focused professional, Leave Me Alone challenges the idea that the best managers love being around people all day. Join Erin Crowley - Spiirall Global Learning + Development Advisor, lead coach, and people development specialist - to learn how to become an extraordinary developer of talent without sacrificing the autonomy, space, and results-driven environment you thrive in. In this session, learners can expect to:


Learning Objectives:

  • Examine commonly held beliefs surrounding leadership traits and skillsets (archetypes)
  • Differentiate the impact of varying people management behaviors
  • Practice skills that empower effective development strategies and harmonious balance
  • Develop commitments for action steps with tools, resources, and inspiration

11:45 AM – 12:35 PM PDT

ENG2404. Ms. Perception: A Global Macro and Market Outlook (PFP, FIN)

John Tousley

- Managing Director | Goldman Sachs

In this session, John Tousley, CFA of Goldman Sachs Asset Management will explore the current investment complexities of investing in a climate where the economic fundamentals intersect with geopolitical tensions and US elections. A thorough top-down review of growth, inflation, and monetary policy will be combined with bottom-up thoughts on investment strategy, with a particular focus on the relationship between US elections and market returns.  


Learning Objectives:

  • To cut through the distraction and hyperbole of the current environment to think more strategically as an investor.
  • To better understand the factors that matter most during moments of market uncertainty.

11:45 AM – 12:35 PM PDT

11:45 AM – 12:35 PM PDT

ENG2406. Planning for a Surviving Spouse (EST, TAX)

Anthony Vitiello

- Partner and Chairman, Tax and Estate Planning Group | Connell Foley LLP

This session will begin by analyzing the most common estate and gift tax planning techniques for the surviving spouse, such as marital deduction planning, gifting to spousal lifetime access trusts, lifetime QTIP trusts, the efficacy of portability and similar planning. We will then venture into more creative planning techniques such as nonreciprocal SLATs, techniques that hedge the risks of trust funding where the transferor spouse survives the donee spouse, planning in second marriages with prior children, and other issues that the modern couple confronts. We will also examine how to design trust terms for the surviving spouse.


Learning Objectives:

  • Analyze and compare sophisticated estate and gift tax planning techniques for the surviving spouse
  • Identify dilemmas and pitfalls in estate and gift tax planning for the surviving spouse
  • Explore trust designs for the surviving spouse

11:45 AM – 12:35 PM PDT

EST2401. The Intersection of Divorce & Estate Planning: The Top Tax/Planning Tips & Traps You Need to Know

Sharon Klein

- Executive Vice President | Wilmington Trust

Whether advising clients before, during or after marriage, professional advisors should be aware of important tools, techniques and other considerations in order to advantageously position their clients in the event of divorce. With the increasing overlap among professional disciplines, advisors have much to gain from having cross-disciplinary fluency. Topics include:

  • Powerful new tax considerations;
  • A hidden asset in prenuptial planning that could be worth millions;
  • Asset protection trusts: A potentially powerful premarital option;
  • “Quiet” Trusts, with the ability to restrict beneficiary access to trust information;
  • Lifetime planning considerations;
  • Documents that require immediate review in light of divorce;
  • Significance of credit solutions in divorce;
  • Attacking and defending trust assets in divorce;
  • Compelling options to potentially change otherwise irrevocable trust terms;
  • Key considerations regarding the use of life insurance; and
  • Recent developments regarding stored genetic material.

Drawing upon the latest judicial and legislative developments, this presentation will raise awareness of some of the estate planning, tax, and family law issues that need to be considered to better position professionals to advise clients before marriage, during their marriage, and before a divorce is finalized.


Learning Objectives:

  • Learn what estate planning is advisable before, during and after divorce
  • Learn how to evaluate trust provisions to determine how vulnerable trusts are to attack in divorce
  • Learn about significant recent law taw changes in the divorce context and how they impact clients

11:45 AM – 12:35 PM PDT

11:45 AM – 12:35 PM PDT

NAA2403. Unifiying Technology and Methodology: Refining Firm Audit Transformation Strategy

Karl Busch

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

Jonathan Kraftchick

- Partner | Cherry Bekaert

The “audit of the future” is everywhere you look. It’s coming, it’s here, you’ve already missed it. But preparing for change can be overwhelming, especially when your tech stack is lagging. With risk assessment and quality management standards constantly evolving, it’s hard to know where to start. Whether you are part way on your journey or starting at square one, join our session to deconstruct the elements of the tech stack and audit process to understand key components of audit methodology and how your firm can effectively integrate technology and methodology. It’s more accessible than you think. Your audit teams will thank you!

11:45 AM – 12:35 PM PDT

TAX2401. K-2 and K-3 Update

Cory Perry

- Partner | Grant Thornton

Joseramon Carrasco

- Managing Director | Grant Thornton LLP

This session will primarily focus on the rules for complying with the Schedules K-2 and K-3 requirements which apply to partnerships with items of international relevance. The speakers will discuss relevant IRS guidance for completing Schedules K-2 and K-3, common reporting issues, and discuss practical examples of challenges that taxpayers may face.


Learning Objectives:

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

11:45 AM – 12:35 PM PDT

TAX2402. Rethinking Tax Practice in the 21st Century: How to Stay Healthy, Happy, and Productive

Chet Buchman

- Managing Partner | Swindoll, Janzen, Hawk & Loyd, LLC

Amy Vetter

- CEO | The B3 Method Institute (QuickStart Training)

April Walker

- Lead Manager, Tax Practice & Ethics - Tax Section | AICPA

Daniel Moore

- Owner | D.T. Moore & Company

11:45 AM – 12:35 PM PDT

TCH2402. Reimagining the Digital Firm of the Future

Hannes Hapke

- Principal Machine Learning Engineer | Digits

Avani Desai

- Chief Executive Officer | Schellman & Company

Chris Cromer

- Director of Operations | CPA.com

A powerful combination of technologies is currently fueling the next iteration of the internet and will significantly impact the way firms operate and conduct business both internally and customer facing. Sometimes referred to as Web 3 it will soon be the primary driver of accelerated digital transformations across our profession. Attend this session to prepare your firm and team for the digital firm of the future.


Learning Objectives:

  • Assess the evolution the web and the technologies that drive it and determine how Web3 will impact CPA’s and accounting firms
  • Estimate the implications of evolving to decentralized data networks, digital identity ownership and digital trust
  • Identify new and emerging privacy and security challenges
  • Evaluate how new technologies will reshape business models both in the accounting profession and across your client’s industries

11:45 AM – 12:35 PM PDT

TPR2402. Unlocking the Key Lessons and Takeaways from SOC School

Sean Linton

- Partner | EisnerAmper, LLP

Neha Patel

- Partner in charge | Weaver & Tidwell LLP

The AICPA SOC School program has been a key point of interaction for SOC practitioners, from new associates to senior partners, across the globe. The instructors get an invaluable glimpse into the common questions among practitioners and the areas of guidance that are often unknown or misunderstood. Hear from the instructors as we revisit highlights from SOC School and provide an opportunity to ask/discuss the questions that arise most often in your own practice.

12:35 PM – 1:30 PM PDT

1:30 PM – 2:30 PM PDT

2:30 PM – 3:45 PM PDT

DCPA2403. 6 HR Tips for Keeping Pace with Today’s Talent Transformation

Alison Stevens

- Senior Director of HR Services | Paychex, Inc.

Theresa Richardson

- Partner and Chief Talent Officer | Withum

In the rapidly evolving accounting profession, firms and practitioners face unique challenges in managing their talent amidst the ongoing transformation. This session aims to equip accounting professionals with essential strategies and practical tips to navigate the changing landscape and stay ahead in attracting, developing, and retaining top accounting talent. Our expert speakers will share insights and best practices tailored specifically to the accounting profession. They will discuss the key trends and drivers behind the talent transformation and explore how these impact HR strategies in accounting firms. 

Participants will learn effective techniques for attracting and recruiting high-quality accounting professionals in a competitive job market, as well as strategies to enhance employee engagement and foster a positive work environment that promotes productivity and job satisfaction. Additionally, our speakers will provide insights into leveraging technology and automation to streamline HR processes, increase efficiency, and support the unique needs of accounting professionals.


Learning Objectives:

  • Recognize the unique challenges and trends driving talent transformation within the accounting profession
  • Identify key strategies for attracting, developing, and retaining top accounting talent in today's competitive job market
  • Analyze the impact of talent transformation on HR strategies within accounting firms and organizations

2:30 PM – 3:45 PM PDT

EDG2403. Stuck in the Middle – Being a Leader Without Being at the Top

Jessica Iennarella

- Chief Financial Officer | State Bar of Arizona

Bosses to the left of me and employees to the right – having a role that has you keeping track of both is enough to make anyone scared of falling off their chair. How do you thrive when surrounded by others who all need something different from you? Let’s chat strategies and actionable tips designed to empower effective leadership during the push-pull that is managing from the middle.


Learning Objectives:

  • 1) Define who is stuck in the middle.
  • 2) Discuss situational awareness – how your perspective on the situation can change everything.
  • 3) Determine how accountability fits into successfully leading from any position.

2:30 PM – 3:45 PM PDT

ENG2407. Driving Innovation: Don't Be Scared (PRA, TCH)

Lauren Lewin

- Director of Business Transformation | Wiss LLP

Roman Villard

- Founder | Full Send Finance

Phuong Dung Nguyen

- Founder & CEO | Yogi CPA

Amy Vetter

- CEO | The B3 Method Institute (QuickStart Training)

2:30 PM – 3:45 PM PDT

ENG2408. Emerging Partner Training - Struggles of adding new Partners in and existing firm. What to Know. What to Ask (EDG, PRA)

Matthew Wilson

- Partner | Wilson Ivanova Certified Public Accountants Inc.

If you are a new Partner, looking to become a new Partner or you are looking to add a new Partner, this is the session for you. In this session we will interview new and seasoned Partners and discuss the conversations they wish they had before signing the Partnership agreement. We will explore the effect that unclear expectations can lead to discord within the Partner group. In addition, we will explore how the partner group can better communicate to new or younger partners to share the WHY in WHY things are done a certain way and how the existing partners must be willing to hear new ideas and processes from the new partners.  We will also share some best practices for firms to deliver their expectations, training and onboarding of new Partners into an existing Partnership structure.


Learning Objectives:

  • Understand how younger Partners perceive their new role in an existing partnership.
  • Discuss the topics that need to be included prior to signing the Partnership Agreement.
  • Consider a Partner in Training program within your firm.

2:30 PM – 3:45 PM PDT

ENG2409. Generative AI - Practical Uses in the Profession (TCH, FIN)

John Toon

- Technology Strategy Lead | Beever and Struthers

Molly Goins-Cox

- CIO | Withum

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

In this session the panel will discuss practical uses of generative AI in public accounting. Recent advances in transformer-based deep neural networks have enabled a number of generative AI systems notable for accepting natural language prompts as input. These include large language model chatbots such as ChatGPT, Bing Chat, Bard and LLaMA, and many more quickly being developed. Our profession is ripe to be disrupted by these advances in Generative AI. The panelists will share their real-life experiences of projects they are currently engaged in, that will directly impact existing advisory, audit and tax practices as we know them today.


Learning Objectives:

  • Define Generative AI as it Relates to the Profession
  • Discuss tasks in the profession that are ripe for disruption
  • Discuss what firms are doing today with Generative AI
  • Discuss what's on the radar for firms in this space

2:30 PM – 3:45 PM PDT

2:30 PM – 3:45 PM PDT

EST2402. IRS Update and Dialogue on Recent Developments on Estate and Gift Taxes - Form 706 and Form 709

Lisa Piehl - Invited

- Program Manager, Estate and Gift Tax Policy | IRS

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


Learning Objectives:

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

2:30 PM – 3:45 PM PDT

EST2403. Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions

Anita Sarafa

- Managing Director | JP Morgan Private Bank

Building great wealth is usually the result of determination, risk-taking, persistence and admittedly some luck along the way. But building lasting, generational wealth, requires strategic vision and a plan. Families with significant multi-generational wealth must make key structural and governance decisions to put the family in the best position to steward the family wealth, nurture the family values and meet the needs and expectations of the younger generations. Structural choices to help manage family wealth may include: family offices, private trust companies, co-investment vehicles, trusts and private foundations. Key elements of a successful family governance process typically include communication, next generation education and development, family member well-being and conflict management. The families who think holistically and attend to these areas, in addition to the administrative, investment and operational functions, are the ones most likely to achieve their goals. This presentation will explore some of these critical decisions and share best practices of successful families gleaned from over 30 years of working in the field.


Learning Objectives:

  • Provide attendees with an overview of the history, evolution and growth of family-led entities and family offices in the US
  • Identify the catalysts driving families to seek family offices and other shared family wealth structures as well as the purposes of these entities
  • Review and detail legal structures used to manage shared family wealth including a trusts, single family office, single family office with profits interest, private trust company, pooled investment vehicles (including tax and regulatory considerations) and private foundations as well as their evolution over time
  • Identify key decisions/considerations families make regarding structure, approach to services, staffing and compensation, operational issues and costs
  • Review key governance considerations including challenges to family wealth and proactive practices of successful families (e.g., family-decision making and communication, next generation education and involvement, conflict management)

2:30 PM – 3:45 PM PDT

EST2404. State Taxation of Trusts, Where is my trust taxed?

David Berek

- Partner | Mayer Brown LLP

Learning Objectives:

  • Understand the basis of state income taxation of trusts.
  • Recognize the Constitutional contacts of state fiduciary income taxation.

2:30 PM – 3:45 PM PDT

FIN2401. Be Influential - Drive action and Make Numbers Matter with Financial Storytelling

Liz Barhydt

- CFO, Pardon/ CEO, She Speaks Numbers | She Speaks Numbers

We’ve all been there. It’s either happened to us or we’ve seen it happen. When someone starts speaking about numbers, people shut down. So what’s the point of delivering financials if no one listens or even worse doesn’t take action?

After 15+ years of working with executives and management teams at organizations both large and small, Liz noticed how unaccessible finance was for non-finance people. And knew it had to change. By using storytelling techniques to deliver compelling financial presentations and engage teams, she skyrocketed her career. After grabbing her spot in the C-suite she looked back and wondered why isn’t every finance leader doing this?

Using storytelling techniques to bring your numbers to life and make them matter is an essential skill that any finance & accounting leader can master who wants to amplify their impact, drive strategic value and inspire action. Come learn how.


Learning Objectives:

  • Understand the business value of storytelling in finance & accounting
  • Learn how to find the stories hidden in the numbers
  • Learn a simple process to craft financial presentations with storytelling techniques
  • Gather tips and tricks to make your presentation decks more visually compelling

2:30 PM – 3:45 PM PDT

NAA2404. Quality Management for Sole Practitioners and Small Firms

Joe Lynch

- Managing Director, Shareholder | Johnson Global Accountancy (JGA)

Kathryn Fletcher

- Partner | Draffin Tucker

Michael Brand

- Member | BMSS, LLC
The Quality Management Standards will not be required to be implemented until 2025 so firms need to be working on getting their system in place by then. This session will help practitioners get out of the "check the box" mentality that can be done with the current standards. It will also cover what needs to be in place to help pass peer review and should be most beneficial to small practitioners who can't spend thousands of hours implementing the new standard.

Learning Objectives:

  • Learning the risk assessment process
  • Effective forms of documenting your system of quality management
  • Getting from the current requirements to the new requirements

2:30 PM – 3:45 PM PDT

NAA2405. Is it Debt or Equity?

Scott Ehrlich

- President | Mind the GAAP, LLC
In this session, participants will learn about the challenges in determining whether a financial instrument should be classified as a liability or as equity. The session will address situations where legal form equity must nonetheless be presented as debt in the balance sheet. The session will also describe the GAAP guidelines around classifying equity-linked contracts as either liabilities or equity.

Learning Objectives:

  • Determine the effect of redemption features on the classification of legal form equity instruments
  • Apply the requirements in GAAP to determine whether an equity-linked contract should be classified as a liability or equity

2:30 PM – 3:45 PM PDT

NAA2406. Peer Review: Findings, Preparing for the Next One, and What does a Peer Reviewer Really Think?

Michael Fawley

- National Managing Partner - Inspections | BDO

Dustin Verity

- Managing Partner | Verity CPAs

2:30 PM – 3:45 PM PDT

PFP2405. 4 Questions Every Investment Strategy Must Answer

Daniel Campbell

- Investment Strategy Advisor | Buckingham Wealth Partners

Understanding the differences in investment approaches can be a daunting task. Whether you are choosing single stocks or building portfolios with diversified funds and ETFs, every investment strategy can be broken down into simple components. With the goal of developing your skills to have more meaningful conversations around investments, this session unpacks the four questions every investment strategy must answer, how long-term investors should think about these questions and how to leverage this framework to build a cohesive portfolio strategy for your clients.


Learning Objectives:

  • Understanding the four questions every strategy must answer, as well as common approaches we see in the industry today
  • Recognizing the two factors that determine how an investor answers each question.
  • Learning techniques to apply this approach in client conversations regarding portfolio design and investment performance.

2:30 PM – 3:45 PM PDT

PFP2406. Cross-Border Planning Issues

Joseph Sardella

- Henderson Partners LLP

Sarah Bradley

- Owner | Edwards Bradley PC

2:30 PM – 3:45 PM PDT

PFP2407. Retire Up--Reinvent Your Retirement Overseas

Lief Simon

- CFO | Live and Invest Overseas

Kathleen Peddicord

- Founding Publisher/President | Live and Invest Overseas
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

2:30 PM – 3:45 PM PDT

TAX2403. Taking it Personally: An Individual Income Tax Update

Damien Martin

- Partner | EY

Take a journey through the latest individual income tax developments with Damien Martin as he shares insights from key court decisions, tax guidance, and more.

2:30 PM – 3:45 PM PDT

4:00 PM – 5:15 PM PDT

EDG2404. Increasing Self-Awareness and Getting Necessary Feedback

Joynicole Martinez

- CEO | The Alchemist Agency

4:00 PM – 5:15 PM PDT

ENG2411. IRA/Retirement Account Update (EST, PFP, TAX)

Robert Keebler

- Partner | Keebler and Associates, LLP

The last several years have seen a flurry of changes for retirement accounts. These include changes for employers, savers, retirees, and post-mortem beneficiaries. A near constant flow of regulation and guidance to implement changes from Congress provide both clarification and complication. A timely update for practitioners is critical.


Learning Objectives:

  • 1. Post-mortem IRA distribution regulatory law and guidance update.
  • 2. IRA legislative updates and implementation of new statutes.
  • 3. Comprehensive themes guiding the wave of change to better plan for the future.

4:00 PM – 5:15 PM PDT

ENG2412. Deeper Dive in to Security Topics (TCH, TPR)

Steven Ursillo

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

Brian Thomas

- Partner | Weaver

4:00 PM – 5:15 PM PDT

EST2405. Staying out of the Estate and Gift Tax Return Penalty Box

Melissa Wiley

- Partner | Lowenstein Sandler LLP

Beth Kaufman

- Partner | Lowenstein Sandler

In 1955, there were fourteen penalty provisions in the Internal Revenue Code. By 2011, there were more than ten times that number. Come learn from two tax attorneys – an estate planner and a tax controversy specialist – about the penalties that can apply in the estate and gift tax context, and how to effectively defend against them. This session will include a discussion of recent penalty case law, as well as the application of the ever-elusive “reasonable cause” standard.


Learning Objectives:

  • Identify the penalties that can be applied to estate and gift tax returns
  • Analyze the defenses to each of the identified penalties
  • Interpret recent case law impacting the application of and liability for penalties

4:00 PM – 5:15 PM PDT

EST2406. Navigating Charitable Gifts of Business Interests: Key Planning Considerations

Ted Batson

- Partner/Tax Counsel | CapinCrouse LLP

Business interests are a significant component of the net worth of many Americans. They can also be an excellent source of assets for charitable giving. This session will review the key planning considerations that will inform the decision to make a charitable gift of a business interest.


Learning Objectives:

  • Assess suitability of a business interest to fund a charitable gift.
  • Determine the deductibility of a business interest gift.
  • Differentiate the tax consequences arising from gifts of diverse business structures.

4:00 PM – 5:15 PM PDT

FIN2402. Talent, Transformation, Technology and the Future of Finance

Barry Payne

- Director - External Relations, Management Accounting | AICPA & CIMA

Tom Hood

- EVP of Business Growth & Engagement | AICPA & CIMA

Talent, transformation and technology is the over-arching theme of the Corporate Finance Track at ENGAGE 2024. In this opening session, Tom Hood and Barry Payne will provide an update on key priorities of AICPA & CIMA’s Future of Finance Group of top accounting and finance leaders. The intersection of rapid change, maximizing technology and evolving mindset is hugely top of mind. Using the insights from this group and also drawing from a significant global research project Tom and Barry will map out the future state of the corporate accounting and finance profession. They will also define the future competencies, skills, knowledge and behaviors required. In this session you will: identify the top three priorities of the future of finance group and why this is important to our profession; determine how and where technology is making a difference; determine why mindset is of significant importance to our future state; identify where great finance teams are choosing to get better; and determine how to use the T-Shaped Finance Professional to help get better. In addition, Barry and Tom will highlight some valuable tools and resources to elevate your finance and accounting capabilities forward in your organizations.


Learning Objectives:

  • Identify the top three priorities of the future of finance group and why this is important to our profession.
  • Determine how and where technology is making a difference.
  • Determine why mindset is of significant importance to our future state.
  • Identify where great finance teams are choosing to get better.
  • Determine how to use the T-Shaped Finance Professional to help get better.

4:00 PM – 5:15 PM PDT

NAA2407. Using Tech in an Audit: Part 1

Sara Watson

- Director | FORVIS

Samantha Bowling

- Managing Partner | GW CPA LLP
The pathway to successfully adopt technology in your audit.

Learning Objectives:

  • How to successfully adopt technology in your audit.
  • How your client's technology directly impacts what technology you use.
  • Understanding technology limitations and opportunities with real life examples.
  • Understand when your audit should change from substantive testing to control testing.

4:00 PM – 5:15 PM PDT

4:00 PM – 5:15 PM PDT

NAA2409. Getting the Fair Value Right in Business Combinations

Michael Lavelle

- Managing Director | APPRAISAL ECONOMICS INC.

Keith Peterka

- Partner | Anchin

This session will look at Business Combination accounting issues from the perspective of the valuation professional. Understanding  how valuation professionals utilize prospective financial information(PFI), growth rates, and terminal value selections in the valuation process. The importance of understanding the relationship between the  weight average cost of capital (WACC) the internal rate of return (IRR) and weighted average return on assets (WARA) in a purchase price allocation under ASC 805. The valuation specialist role in determining the value of earnout liabilities.



Learning Objectives:

  • Understanding PFI and its impact on valuing non financial assets
  • Understand the purpose and importance of reconciling the WACC, IRR and WARA
  • Increase in auditors understanding of valuation to improve financial reporting and audit quality

4:00 PM – 5:15 PM PDT

PFP2408. Elder Planning - Figures and Emotional State

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Paula McMillan

- Wealth Advisor | Stearns Financial Group

David Frisch

- President | Frisch Financial Group, Inc.

Thomas Trainor

- Managing Director | Hanover Private Client Corporation

4:00 PM – 5:15 PM PDT

PFP2409. Annuities and Life Insurance: Future Directions

Tamiko Toland

- Principal | Toland Consulting

Kenneth Samuelson

- Executive Editor | The Life Product Review

Glenn Daily

- Co-founder | Tell Us The Odds, LLC

What you think might happen in the future can affect what you decide to do in the present. Our panelists will agree and disagree about the changes that will happen in the marketplace for annuities and life insurance.

Topics include product trends, marketing, and concerns about consumer education.

  • Do new products enhance the client experience?

  • Is complexity a feature or a flaw?

  • What opportunity for improving client value should you keep your eye on?

  • How can advisors improve their due diligence process?

  • Are curated product platforms a viable alternative to the commission-based marketplace?


Learning Objectives:

  • Understand product development trends for annuities and life insurance.
  • Learn how product features in development may help clients.
  • Identify areas of product differentiation

4:00 PM – 5:15 PM PDT

PRA2405. Building an Irresistible Employer Brand in a Competitive Talent Market

Tosha Anderson

- Founder and Managing Partner | The Charity CFO

Kassi Rushing

- Vice President, Organizational Strategy & Employee Experience | Blue Hen

Attracting and retaining talent will continue to be a challenge for firms of all sizes. In this session, we will dive into the concept of employer branding and unpack the secrets of creating an irresistible Employee Value Proposition. With real world experience and practical examples, we will show you how to become a magnet in today's talent market.


Learning Objectives:

  • Understand EVPs and their part in the attraction/retention cycle
  • Evaluate your current employer brand for differentiation
  • Develop your next step to define EVP at your organization

4:00 PM – 5:15 PM PDT

PRA2406. The Journey to M & A: How Private Equity is Impacting the Profession

David Wurtzbacher

- CEO | Ascend

Gary Thomson

- Managing Partner | Thomson Consulting, LLC

Amber Goering

- President | Goering and Granatino, P.A.

This session will explore the strategic, financial, and cultural aspects of M&A, with a particular focus on the impact of Private Equity. This group session will include the perspectives from three distinct lenses: A Managing Partner who recently was acquired by Private Equity; a President of a leading Private Equity firm focused on the CPA profession; and a M & A focused consultant to CPA firms. Through real-world case examples, and expert analysis, attendees will gain practical knowledge and tools to better understand how PE is reshaping the professional landscape.


Learning Objectives:

  • Identify the strategic motivations behind P.E. transactions and assess their impact on growth and competitiveness.
  • Discuss emerging trends and outlook in the M&A landscape, including the impact of technological advancements and global economic factors.
  • Gain a comprehensive understanding of the Private Equity process, including the key stages, approach to deal terms, and how a post-transaction firm operates.

4:00 PM – 5:15 PM PDT

TAX2404. Fun with four-letter words: NIIT, SECA And PTET

David Kirk

- National Tax Partner | Ernst & Young LLP

This session will provide updates & developments in the areas of Net Investment Income Tax (NIIT), Self-employment Tax (SECA), Pass-through entity Taxes (PTET).


Learning Objectives:

  • Understand current developments in Net Investment Income Tax (NIIT)
  • Understand current developments in Self-employment Tax (SECA)
  • Understand current developments in Pass-through entity Taxes (PTET)

4:00 PM – 5:15 PM PDT

TAX2405. Changing Your Residence from a High-Tax State to a Low-Tax State

Mark Klein

- Partner/Chairman | Hodgson Russ LLP

In the aftermath of the COVID pandemic, more and more taxpayers are recognizing the ease of working remotely. Fed up with higher taxes, these taxpayers are moving to no- or low-tax states. In this session, we will discuss the rules applicable throughout the U.S. that impact a state’s ability to challenge a taxpayer’s residency. It’s not as easy as many people think.


Learning Objectives:

  • 1. To understand what it takes to get a state to accept a taxpayer’s change of residence.
  • 2. To appreciate the nuances involved in a residency audit.
  • 3. To identify certain traps for the unwary.

4:00 PM – 5:15 PM PDT

TCH2403. Enhancing the Efficiency and Accuracy of Carbon Accounting through the Integration of Advanced Technology and Automation

Lu Qin

- Data Scientist | Dynimos

Ruirui Zhang

- Co-Founder and CEO | Dynimos

This session is designed for professionals seeking to deepen their understanding of the dynamic landscape of nonfinancial reporting frameworks and the evolving mechanisms of cap-and-trade and carbon credit markets in the U.S. We offer interactive demonstrations and hands-on exercises to solidify our audiences' understanding of GHG emissions in the context of business operations and to refine carbon accounting methodologies and the seamless integration of GHG calculations into nonfinancial disclosures. Our audiences will also learn how to apply AI analytics for carbon inventory data to enhance the accuracy and efficacy of sustainability/nonfinancial reporting.


Learning Objectives:

  • Develop the ability to accurately identify and categorize greenhouse gas (GHG) emissions associated with Scope 1,2 and 3 in business operations.
  • Use the Dynimos data inventory platform and carbon accounting toolsets to effectively manage and disclose sustainability and ESG reporting.
  • Apply Dynimos' advanced AI analytics and robust data inventory to benchmark and predict future GHG emissions and to set feasible and measurable emission reduction goals for businesses.

4:00 PM – 5:15 PM PDT

TPR2404. Do Not Outsource Accountability: Key Steps to Understanding a Successful Vendor Management Program

Aaron Wilton

- Sr. Manager | Technology Risk | Deloitte

Paul Perry

- Member | Security, Risk and Controls Practice Area Leader | Warren Averett LLC

This session will look at the security control related to outsourcing activities to others through a robust vendor management policy. We will look at the why, how and what you need to be looking for related to a third-party vendor management program within a service organization.

5:15 PM – 7:00 PM PDT

Tuesday, June 4, 2024

6:00 AM – 7:00 AM PDT

ENG24FIT02. Run/Walk

Lace up your shoes and join Jennifer Wilson and Renee Moelders of ConvergenceCoaching®, LLC for a morning walk or run at ENGAGE24! Meet us in the Aria lobby June 4h at 5:55am for a 6:00am start time. The walk/run will be ~4 miles or approximately 45-50 minutes – it will be an “out and back” so you decide your own distance and pace. All are welcome for this fun opportunity to exercise and connect with others. Be sure to bring your water and dress for the weather! See you at 5:55am in the hotel main lobby!

6:00 AM – 7:00 AM PDT

ENG24FIT03. Zumba

Take the “work” out of work out by mixing low-intensity and high-intensity moves for an interval-style, calorie-burning dance fitness party, led by Nicole DeRosa. Zumba uses international music and steps — Salsa, Cumbia, Merengue, Reggaeton, and more. No partner or previous dance experience is required. Zumba is perfect for everybody and every body, so ditch the workout, join the party!

6:30 AM – 8:00 AM PDT

9:10 AM – 10:00 AM PDT

ENG24K03. ENGAGE Keynote | Accelerating Excellence: Peak Performance & Leadership in the Fast Lane

Susie Wolff

- Managing Director | F1 Academy

Join Susie Wolff for an exhilarating journey into the world of peak performance and leadership, as she draws parallels between the high-octane realm of car racing and the fast-paced landscape of the finance world. In this dynamic session, Susie will share insights and strategies to rev up your professional success.

Discover how the principles of precision, teamwork, and calculated risk-taking in the world of racing can translate seamlessly into the financial arena. Uncover the importance of strategic pit stops, efficient teamwork, and harnessing adrenaline-fueled focus to navigate the twists and turns of your career.

Get ready to strap in for a high-energy session that blends the thrill of racing with the strategic acumen needed in finance. Whether you're a seasoned financial professional or an aspiring leader, this session promises to ignite your passion for peak performance and leadership in the fast lane.


Learning Objectives:

  • Learn how meticulous planning and execution can drive financial success, just like precision driving on the racetrack.
  • Understand the significance of collaborative efforts within your financial team, drawing inspiration from the seamless coordination required in a racing team.

10:00 AM – 11:15 AM PDT

ENG24K04. ENGAGE Keynote | The Pipeline Conversation

Lisa Simpson

- VP - Firm Services | AICPA & CIMA

Susan Coffey

- Chief Executive Officer - Public Accounting | AICPA & CIMA

1:30 PM – 2:45 PM PDT

DCPA2404. Grow and Retain Your SMB Client Book with Financing Advisory Services

Matt Elwell

- Product Account Manager - Financing Advisory Services | CPA.com

Rohit Arora

- CEO and Co-Founder | Biz2Credit

Robin Thieme

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

Small and medium-sized business (SMB) owners often face unique financial challenges and are increasingly looking to their accountants for advice. By providing funding options through financing advisory services, firms can increase their revenue and client base through helping their clients expand, invest, and manage cash flow effectively. During this session, our experts will demystify financing advisory services and reveal its potential to expand your SMB client base and cultivate relationships. Expand your client book today!


Learning Objectives:

  • Identify the evolving role of accountants in advising small and medium-sized businesses (SMBs) on financing options, focusing on how these services can enhance client relationships and business growth
  • Apply crucial knowledge on introducing and pricing new advisory solutions to your client base most effectively
  • Determine practical strategies for attracting and retaining SMB clients by offering specialized financing advisory services, and explore the potential of these services to increase firm revenue and client base

1:30 PM – 2:45 PM PDT

EDG2405. Most Common Roadblocks to Great Leadership

Jennifer Wilson

- Co-founder and Partner | ConvergenceCoaching®, LLC

In years of leadership development and coaching, we’ve identified five common roadblocks that keep us from becoming the most inspirational, difference-making leaders we can be. In this engaging and interactive session, we’ll explore the pitfalls we see most often, how you can overcome them yourself, and coach others to as well. We’ll explore strategies for leaders to be more:

  • Visible, and speak up enough but not too much
  • Comfortable being vulnerable with others
  • Trusting and investing with others
  • Connected and communicate with positivity and finesse
  • Open to expressing compassion and care for others

We can all improve in one or more of these areas, regardless of our level. Join us for an interesting, practical discussion of how to elevate inspirational leadership in yourself and your firm.


Learning Objectives:

  • Recognize common roadblocks that hinder leaders' ability to inspire and make a difference.
  • Apply strategies to effectively coach others to be inspiring leaders.
  • Apply the practice of vulnerability, trust-building, and compassion to build relationships and inspire others.

1:30 PM – 2:45 PM PDT

ENG2413. Planning for Persons with Assets Below the Transfer Tax Exclusion (EST, PFP)

Steven Siegel

- President | The Siegel Group

This session will address income, gift and estate planning ideas for persons not likely to be subject to the federal transfer tax for lifetime gifting and at death. The best planning ideas to maximize benefits for themselves, spouses, children, grandchildren and charity will be discussed.


Learning Objectives:

  • Address the likely gift and estate tax thresholds and identify those persons who will or will not be subject to these taxes.
  • Identify tax and estate planning advantages that persons may and should use to their advantage.
  • Discuss potential mistakes that may be made without adequate planning considerations.

1:30 PM – 2:45 PM PDT

1:30 PM – 2:45 PM PDT

EST2407. Exploring the Proposed Section 2053 Regulations: An In-depth Analysis

Laura Hinson

- Managing Director | Deloitte

This course is designed to provide a detailed understanding of the proposed section 2053 regulations and their impact on estate tax law. Participants will delve into the intricacies of the “Grace Period” and the required application of present-value principles. We will discuss the implications of the list of factors for determining whether interest expense is deductible, including the impact on traditional estate tax financing techniques. We’ll also uncover the changes to deductions for claims against the estate. As we navigate through these topics, we will explore the concerns and suggestions raised in the AICPA’s comment letter about the proposed regulations.


Learning Objectives:

  • Identify and understand the major elements of the proposed 2053 regulations
  • Analyze the potential impact of these regulations on current estate tax financing techniques
  • Understand suggestions put forth in the AICPA comment letter to the IRS

1:30 PM – 2:45 PM PDT

EST2408. Estate Planning for Multi-Generational Clients

Lisa Featherngill

- National Director of Wealth Planning | Comerica Bank

This session focuses on the top estate planning issues -both quantitative and qualitative - when advising multi-generational families. We will explore the concepts and the financial implications of several strategies that will be affected by TCJA Sunset. The session will also examine research and recommendations from studies on the success of wealth transfer within UHNW families.


Learning Objectives:

  • Learn key estate planning ideas for multi-generational UHNW clients.
  • Examine strategies to maximize use of Estate/Gift/GST exemption.
  • Learn about research regarding the success of wealth transfer within UHNW families and what we can do as CPAs to increase the likelihood of success.

1:30 PM – 2:45 PM PDT

FIN2403. From Business Partner to Value Partner: The 4 Big Shifts

Ash Noah

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

No longer is Finance only a Business Partner responsible partnering for cash flow and investment decision making, but the role of Finance is shifting to leading enterprise-wide transformation for value creation. This shift from Business Partnering to Value Partnering requires CFOs and their Finance teams to engage with their business and enable the transformation of their business models.

Success in this new Value Partnering ecosystem will require new styles of leadership to engage, empower, and upskill a diverse workforce in a workplace that will most likely continue to evolve. Critical to this leadership and development will be emotional intelligence skills necessary to build relationships within the finance function and across the organization. It will also require a mindset of continuous improvement as the finance function becomes critical to ongoing digital transformation and the role of AI becomes more prevalent.


Learning Objectives:

  • Recognize the 4 big shifts finance has to make to be successful in the 21st century
  • Identify the competencies and skills required to enable the shifts
  • Develop a strategy to engage in the business model of your organization to drive long-term value creation

1:30 PM – 2:45 PM PDT

NAA2410. ASB/ARSC Update

Sara Lord

- Chief Auditor | RSM US LLP

Michael Westervelt

- Principal - National Assurance, Construction | CLA

Jennifer Burns

- Chief Auditor | AICPA & CIMA
The Chairs of the ASB and the Accounting and Review Services Committee (ARSC), along with the AICPA Chief Auditor, will discuss current issues facing the two boards, as well as recently issued standards for audits and attestation engagements and recent activities of the ARSC for reviews, compilations and financial statement preparation engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). The discussion will also include the Auditing Standards Board and ARSC's active agendas including ongoing efforts to modernize auditing and attestation standards, enhance outreach to stakeholders regarding proposed standards and post-implementation reviews of issued standards.

Learning Objectives:

  • Setting the stage
  • ASB and ARSC Current Workplan
  • Standard Setting Hot Topics

1:30 PM – 2:45 PM PDT

PFP2410. Storytelling in the age of data: effective client communication

Apollo Lupescu

- Vice President | Dimensional Fund Advisors
In a world with overwhelming access to data and more sophisticated artificial intelligence tools, the skills required for many professions will change. Doctors, attorneys, financial advisors and other professionals are likely to differentiate not based on technical prowess, but rather by their ability to communicate and connect at a more emotional level with clients. Building this skill set is the goal of the session. Based on decades of experience in communicating with clients, the speaker will highlight a systematic framework that can help advisors improve their interactions with clients and build deeper relationships. The speaker will then share practical illustrations on how advisors can implement this framework to current topics and challenging questions.

Learning Objectives:

  • Build a set of "soft" communication skills to complement technical extertise.
  • Develop a systematic approach to client communication.
  • Apply the framework to current topics and challenging client questions.

1:30 PM – 2:45 PM PDT

PFP2411. Results of the T3 tech survey

Joel Bruckenstein

- President | Technology Tools for Today (T3)

1:30 PM – 2:45 PM PDT

PFP2412. Health Care Prior to 65

Oscar Vives

- Wealth Strategist | PNC Private Bank

Many retirees would like to retire prior to age 65 but often don't because they are not eligible for Medicare and they are unaware of their health care options. As a result, clients often delay their retirement age even though they would prefer to leave the workforce sooner. This session will empower you with the knowledge to guide clients through the maze of health care choices prior to Medicare eligibility and ensure your clients make informed decisions. 


Learning Objectives:

  • Learn the healthcare coverage options available to people prior to Medicare eligibility
  • Navigate the healthcare.gov website to find and filter the various plan options.
  • Understand the various health plan categories available at healthcare.gov (i.e. Bronze, Silver, Gold, Platinum).
  • Learn the rules to qualify for premium subsidies via the Premium Tax Credit

1:30 PM – 2:45 PM PDT

PRA2407. Enhancing Firm Profitability

William Pirolli

- Executive Vice President of Firm Services | Succession Institute, LLC

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


Learning Objectives:

  • Review the primary drivers of CPA Firm profitability...it's not all about rates.
  • Creating staffing capacity without new hires
  • Learn to harness the power of client and staff leverage to fuel growth and profitability

1:30 PM – 2:45 PM PDT

PRA2408. Leveraging your Client Insights to Drive High-Value Growth Achieve Adoption and Growth Doesn't Mean More - Redefining What Growth Looks Like in Your Firms

Sarah Dobek

- President and Founder | Inovautus Consulting

Stephanie Pickering

- Senior Audit Manager | MHP, LLP

1:30 PM – 2:45 PM PDT

TAX2406. BBA Correcting Partnership Returns

Emilie Graves

Joseramon Carrasco

- Managing Director | Grant Thornton LLP

1:30 PM – 2:45 PM PDT

TAX2407. Real Estate Hot Topics

Karen Brosi

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

1:30 PM – 2:45 PM PDT

TAX2408. Using Your AI Assistant for Tax Automations

Azure McFarlane

- Senior Consultant | Hitachi Solutions

Ashley Francis

- Owner | The Francis Group, PLLC

If there's one thing everyone is tired of hearing about at this point, it's "AI". So why not add-on another term that everyone is tired of hearing about - "Automation"? Except in this session, you won't leave with a vague understanding of how these two "A" words COULD help you - this session will be heavy on the practical and light on the fluff. WANT TO KNOW HOW MICROSOFT COPILOT IN POWER AUTOMATION CAN HELP YOU OFFLOAD TASKS? We'll be talking about it. WANT TO KNOW WHAT TASKS TO DELEGATE TO AI VERSUS AUTOMATION? It's on the agenda. WONDERING WHY YOU SHOULD EVEN CARE ABOUT AI AND AUTOMATION? Prepare to be dazzled with real-life evidence. Bring your computer to follow along as a Microsoft MVP and a CPA build practical flows for tax practices in seconds using the power of AI.


Learning Objectives:

  • Understand how AI and Automation fit in your tax practice
  • Review how Microsoft Copilot and Power Automate work
  • Understand when to use AI and when to use Automation to complete tasks

1:30 PM – 2:45 PM PDT

TCH2404. Inspector Gadget 2024

David Cieslak

- EVP, Chief Cloud Officer | RKL eSolutions, LLC

In our ever-evolving digital era, 2024 stands as no exception. Technology, like a tempest, disrupts and transforms every facet of our lives—both personal and professional. From Artificial Intelligence (AI) and Generative AI to 5G networks, blockchain, IoT, robotics, and electric vehicles (EVs), innovation reshapes virtually every product and service we come in contact with. Join Inspector Gadget on an expedition through the latest tech trends and vendor solutions. We’ll explore cutting-edge gear, decode algorithms, and uncover the secrets of this dynamic landscape. In an age where technology is paramount, equip yourself with the essential knowledge to navigate the digital road ahead.


Learning Objectives:

  • Understand 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.
  • Prioritize technology initiatives based on greatest impact.

1:30 PM – 2:45 PM PDT

TPR2405. Elevating Compliance: The Risk of Cloud Technologies and Their Impact on SOC Reporting

Gregory Carpenter

- Sr. Security Partner Strategist | Amazon

Jeff Cook

- Managing Principal - SOC | Fortreum, LLC

In this session, Greg Carpenter (AWS Cloud Security & Compliance) and Jeff Cook, CPA (SOC practitioner) guide you through the intricacies of rapidly changing cloud technologies and their implications on SOC 2 reporting. Participants will gain a comprehensive understanding of the cloud landscape, exploring deployment models, service structures, and the shared responsibility model. The session will address the identification and assessment of risks unique to cloud integration, with a focus on data security, system availability, and information integrity. Through real-world examples and practical mitigation strategies, attendees will emerge equipped with actionable insights to navigate the intersection of cloud technologies and SOC 2 reporting, ensuring a robust approach to the evolving challenges in today's dynamic business environment.


Learning Objectives:

  • Understand how cloud technologies and applications affect SOC reporting
  • Learn where the risks are for cloud applications in relation to SOC reporting
  • Learn about risk and vulnerability mitigation strategies for clients using cloud technologies

3:00 PM – 4:15 PM PDT

DCPA2405. How Retirement as a Benefit Retains and Attracts Talent

Michael Majors

- Vice President, Human Resource Services | Paychex

Jason Deshayes

- Chief Operating Officer | Cook Wealth

Are you and your organization seeking to attract and retain top talent by offering exceptional retirement benefits? Join us for an enlightening session, where we delve into the world of retirement savings options designed to empower your workforce. The landscape of retirement planning can be overwhelming, with various plans available, including IRAs, 401ks, and the newly introduced PEPs (Pooled Employer Plans). In this interactive session, we will provide a comprehensive overview of Individual Retirement Accounts (IRA), 401(k) plans, and the relatively new Pooled Employer Plans (PEP). Our experts will explore the nuances and benefits of each option, enabling you to offer your talent a well-informed perspective on their retirement future.


Learning Objectives:

  • Recognize the importance of retirement benefits in attracting and retaining top talent within an organization
  • Identify and differentiate between various retirement savings options, including Individual Retirement Accounts (IRAs), 401(k) plans, and Pooled Employer Plans (PEPs)
  • Evaluate the advantages and disadvantages of each retirement savings option in the context of employee retention and attraction

3:00 PM – 4:15 PM PDT

EDG2406. Building Your (Unique) Personal Brand

Nicole DeRosa

- Partner | Wiss

A personal brand is your story. Having a well-defined personal brand can help you not only cultivate powerful connections but also set you apart. Explore the integral components to building a strong brand and gain strategies to help you create your own unique and marketable personal brand.


Learning Objectives:

  • Learn the relevance of a strong personal brand
  • Understand how reputation, relationships and other factors impact a brand
  • Identify your personal brand and formulate actionable steps to building your unique brand

3:00 PM – 4:15 PM PDT

ENG2416. Should I Stay or Should I Go? Tax Residency Planning (EST, TAX)

Jeremy Dubow

- Founding Partner CEO | NDH LLP

Kristen Simmons

- Member, Attorney | Simmons Freeman LLC

In this session, we will review tax residency planning for individuals, businesses and trusts. We will also discuss some of the non-tax reasons an individual, business or trust may wish to establish domicile in a more favorable jurisdiction.


Learning Objectives:

  • Learn key considerations and steps to change domicile and cut ties with a state’s taxing authority.
  • Review how the tax implications of business transactions can be significantly impacted by the domicile of the business and business owners.s
  • Learn how certain trusts may be used to provide benefits permitted under the laws of the state’s situs even if the taxpayer resides in a less favorable jurisdiction.

3:00 PM – 4:15 PM PDT

ENG2417. Advanced Fiduciary Income Tax (EST, TAX)

Jeremiah Doyle

- SVP/Family Wealth Strategist | BNY Mellon Wealth Management

3:00 PM – 4:15 PM PDT

ENG2418. Generative AI - Risk vs Reward: 2 Sides of the Same Coin (TCH, TPR, NAA)

Asif Qayyum

- Partner | PwC Canada

Angie Ng

- Chief Data & Analytics Officer, Technology & Operations | Bank of Montreal (BMO)

3:00 PM – 4:15 PM PDT

ENG2419. What Does Your Personal SWOT Analysis Look Like? (FIN, EDG)

Nigel Franklyn

- Senior Director, Finance and IT | Kripalu Center for Yoga & Health

3:00 PM – 4:15 PM PDT

FIN2404. Navigating the Technology Wave: Smart Strategies for Corporate Accounting & Finance in the Tech Tide

Jim Gilbert

- Managing Principal | Jim Gilbert, CPA LLC

Kristine Lemanski

- CFO | AssuredPartners Aerospace

Summary of the Presentation: In this presentation, "Navigating the Digital Wave: Smart Strategies for Corporate Finance & Accounting in the Tech Tide," come have some fun with us! We will delve into the dynamic world of technology from the vantage point of a Corporate Finance & Accounting team. With the advent of advanced analytics, AI, and automation technologies, the accounting field is rapidly evolving. We'll tackle the challenges and opportunities presented by these technological advances, emphasizing the importance of embracing rather than resisting this tide. We will start by demystifying the technological landscape and its impact on controllers. Following this, we will outline a framework for assessing and adopting new technologies that align with your organization's strategic objectives, enhancing efficiency and accuracy in financial reporting. A significant portion of the discussion will focus on technology opportunities, road blocks, and external/internal pressures, particularly the need for robust planning and proactive measures in an increasingly digital world. We will explore practical steps controllers can take to promote streamlining and efficiency. Automation is another key topic we'll cover, demonstrating how it can be a game-changer for controllers by streamlining operations and enabling real-time data analysis. The presentation will also highlight the necessity for continuous learning and staying abreast of technological advancements, preparing controllers to not only adapt to but also anticipate and shape future trends. Finally, we will discuss the human side of technology adoption, providing strategies for leading and managing change within finance teams. By fostering a culture of innovation and addressing resistance to change, controllers can champion technology implementations that propel their organizations forward. Attendees will leave with actionable insights and strategies to effectively navigate the digital revolution in accounting, positioning themselves as forward-thinking leaders in the field.


Learning Objectives:

  • Staying Ahead of the Curve: Develop a proactive approach to continuous learning and adaptation in the face of emerging technologies
  • Leadership in Tech Implementation: Master the skills needed to lead teams through technology transitions, addressing resistance and fostering a culture of innovation
  • Efficiency through Automation: Explore how controllers can leverage automation to improve efficiency, accuracy, and real-time reporting. Debate the pros and cons of leveraging automation
  • Risk Management in a Digital Era: Gain insights into managing risks associated with digital transformation, including cybersecurity concerns
  • Strategic Tech Adoption: Learn how to evaluate and select the right technology solutions that align with organizational goals and enhance financial processes

3:00 PM – 4:15 PM PDT

NAA2411. Using Tech in an Audit: Part 2

Sara Watson

- Director | FORVIS

Samantha Bowling

- Managing Partner | GW CPA LLP
Continuation of Session 1 - Examples of technology used in the audit process: Risk Assessment, Journal Entry testing, audit sampling and document matching, analyzing board minutes and leases.

Learning Objectives:

  • 1. Using Technology in Risk Assessment
  • 2. Using Technology for journal entries testing
  • 3. Using Technology for audit sampling and document verification
  • 4. Using Technology for Board Minutes and Leases

3:00 PM – 4:15 PM PDT

NAA2412. A&A Issues with Uncertain Tax Positions (including ERCs)

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

3:00 PM – 4:15 PM PDT

3:00 PM – 4:15 PM PDT

PFP2414. Unlock the Power of Microsoft 365: Create the Office of the Future…Today!

John Higgins

- Strategic Technology Advisor | Higgins Advisory, LLC

Thomas Trainor

- Managing Director | Hanover Private Client Corporation

Join us to navigate the future of your office with Microsoft 365. Find the hidden gems of Microsoft 365 and uncover the untapped capabilities from the over 25 apps that are included with Microsoft 365.

  • Boost your efficiency with new, powerful tools. 
  • Discover new ways to work with your old favorites that will improve your work processes. 
  • Use the Teams app to replace your internal email communications.
  • Use SharePoint to establish a secure client file exchange portal.
  • Eliminate costs by eliminating apps that you are paying for that are available in Microsoft 365. 
  • Get more value out of your Microsoft 365 subscription fee.

Prepare for the future with artificial intelligence by learning how Microsoft Copilot works with Microsoft 365 to empower your workforce. Think beyond your desktop by shifting your perspective to envision the tactical and strategic possibilities for your practice. This session will include practical advice on how to go about implementing these tools into your practice.

Join us to transform your practice with Microsoft 365!


Learning Objectives:

  • Identify and leverage hidden features within the suite of over 25 Microsoft 365 apps to enhance office productivity and reduce operational costs.
  • Recognize and implement advanced functions in familiar tools like Teams and SharePoint to streamline internal communication and establish secure client file exchanges.
  • Select and prepare to adopt Microsoft Copilot and other artificial intelligence tools within Microsoft 365 to future-proof and transform workplace practices.

3:00 PM – 4:15 PM PDT

PFP2415. Rethinking RMDs

Lawrence Pon

- CPA/PFS, CFP, EA, USTCP, AEP | Pon & Associates

SECURE 2.0 has increased to age for Required Minimum Distribution (RMD) to 73.   Also, SECURE 2.0 has reduced the excise tax on not taking RMDs.  Is it the best practice to delay taking RMDS as late as possible?  What can be done to mitigate the tax cost of RMDs?  Should we change our mantra on retirement distributions?


Learning Objectives:

  • Review the most recent tax rules for Required Minimum Distributions (RMDs)
  • Learn about the various strategies to consider to mitigate the tax cost of RMDs.
  • Bust the myths of retirement distribution planning.

3:00 PM – 4:15 PM PDT

PRA2410. Stop Walking the Tightrope – Manage Your Clients!

Nicole Davis

- Founder and Chief Hello Officer | Butler-Davis

Renee Moelders

- Partner | ConvergenceCoaching®, LLC
Here’s a hard but universal truth about client service: Your clients don’t understand your business and aren’t aware of the specific issues and challenges you may face as an accounting firm. Great client managers strike a balance between a positive client experience, things that make sense for the firm’s team members, and sticking to the vision of their firm. In the current environment of scarce talent, rising costs, and necessary business model transformations, client managers should take care not to over-emphasize clients and ignore firm and people needs. Attend this session to identify the five “must-have” elements for your client management plan. And leave empowered to build a client management approach that can be win-win-win for your firm, your clients, and your team members.

Learning Objectives:

  • Recognizing the critical components of a quality work product
  • Generating a staffing plan that makes sense for both the firm and team members while honoring the natural role changes that occur in your business
  • Producing a quality, desirable, "high touch" service plan with a hybrid and asynchronous team
  • Identifying possible project timelines that are win-win for both your team and the client (and producing a compelling story for why your ideal timeline can work for the client)
  • Recalling that pricing has to reflect the value you bring and the risk of services, too

3:00 PM – 4:15 PM PDT

TAX2409. Why Crypto Tax Compliance Isn’t Getting Any Easier Despite New Guidance

Nik Fahrer

- Senior Manager | FORVIS

Annette Nellen

- Professor, MST Program Director | San Jose State University

Cryptocurrency was listed as the number 1 asset in an Investopedia survey asking respondents where they expect the greatest return on investments over the next 10 years. Meanwhile, regulators continue to discuss the nature in which this asset class should be regulated for both tax and non-tax laws. Join us for a review and analysis of IRS releases on crypto taxation, avoiding traps for the unwary, planning considerations and how to deal with the continual evolution of new transactions and tax uncertainty. Examples, due diligence and planning tips provided throughout along with an introduction to helpful resources from the AICPA Virtual Currency and Digital Asset Tax Task Force.


Learning Objectives:

  • Understand the nature of digital assets and the basic tax structure for them.
  • Explain the foundational binding and non-binding guidance the IRS has provided, issues that exist, and how to deal with them.
  • Understand the limitations of broker reporting of digital assets on Form 1099-DA expected to start for 2025 (and what clients should do now to get ready).

3:00 PM – 4:15 PM PDT

TCH2405. Implementing Finance and Accounting Automation

Jim Yuan

- Co-Founder | Segmental AI

Ray Sang

- Founder | ChipmunkRPA.com

In this advanced-level session, we will: 1. demonstrate a few best-guiding principles for companies to build and implement finance and accounting automation; 2. live showcase a number of automation examples using various automation technologies; 3. demonstrate how AI can help you automate your work; 4. answer your questions about automation.


Learning Objectives:

  • Understand basic principles in implementing automation
  • Know how to use various technologies to automate finance and accounting work
  • Know how to leverage AI in our profession

3:00 PM – 4:15 PM PDT

TPR2406. Leveraging SOC Reports to Align with the SEC's New Cyber Regulations

Aaron Wilton

- Sr. Manager | Technology Risk | Deloitte

Neha Patel

- Partner in charge | Weaver & Tidwell LLP

With heightened focus on cybersecurity threats, businesses must be more diligent at considering cyber risk as it relates to business relationships and vendor dependencies. This session will recap the recent SEC Cybersecurity Disclosure rules and discuss how third party assurance, like SOC reporting, can align to cybersecurity governance and oversight responsibilities.


Learning Objectives:

  • Presenters will provide insights on how SOC reporting can be leveraged in respect to SEC’s new cybersecurity regulations.
  • This session will focus on specific criteria within SOC reporting that spotlight internal controls related to relevant cybersecurity topics.
  • This session will also include dialogue on the competencies required of service auditors to maximize reliance of SOC reporting for user entities.

4:30 PM – 5:20 PM PDT

EDG2407. Work Life Harmoney: Empowering Parents and Caregivers to Boundless Success at Work and at Home

Jessica McClain

- Chief Financial Officer | Girl Scouts Nation's Capital

Unlock the secrets to becoming a empowered and thriving parent or caregiver, equipped with practical strategies that go beyond mere management, empowering you to excel in your professional life while nurturing a deeply fulfilling family experience. Join to discover the blueprint for harmonizing work and family, ensuring you not only navigate the challenges but flourish in both realms.


Learning Objectives:

  • Articulate a clear understanding of the concept of work-life harmony, differentiating it from traditional notions of work-life balance and work-life integration.
  • Identify common challenges faced by parents and caregivers in managing their professional and personal responsibilities.
  • Explore practical strategies to thrive in the workplace and at home to include how to ask for what you need from your employer and how navigate the conversation with confidence, how to remove the feeling of guilt of being a parent or caregiver that works outside the home, how to build a supportive community, both within and outside the workplace, and how to create and communicate boundaries.

4:30 PM – 5:20 PM PDT

4:30 PM – 5:20 PM PDT

ENG2421. Foreign Gift & Trust Reporting Forms 3520 and 3520A (EST, TAX)

Brittany Cicero

- Director | PWC

David Mohel

- Principal | PricewaterhouseCoopers

In this session, we will be discussing the tax issues related to foreign trusts including income tax, gift tax and estate tax ramifications. These taxes can often intersect in unexpected ways.


Learning Objectives:

  • Tax characteristics of a foreign trust
  • Understanding the intersection of income/estate/gift with foreign trust planning
  • Understanding the foreign reporting obligations with respect to foreign trusts

4:30 PM – 5:20 PM PDT

ENG2422. Digital and Data Explosion: Protect Your Personal Privacy (TCH, EDG)

Jeff Cook

- Managing Principal - SOC | Fortreum, LLC

Casually posting on social media? Entering your email for every offer out there? Am I at risk? What can I do? This session will answer these questions and more by exploring various personal privacy risks and how you can mitigate them. Geared more towards the individual rather than company, we'll dive into discussions of online exposure, fraud prevention, and other ways you can "train your brain" to use caution and be more secure in your digital life.


Learning Objectives:

  • Learn the various risks of online exposure and their effects
  • Understand how different pieces of personal information online can be used by hackers
  • Learn some basic techniques and safeguards you can use to defend your personal privacy

4:30 PM – 5:20 PM PDT

EST2409. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update

Carol Warley

- Partner | RSM US LLP

Laura Hinson

- Managing Director | Deloitte

Irene Estrada

- Managing Director | PwC

Eileen Sherr

- Director - AICPA Tax Policy & Advocacy | AICPA & CIMA

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:

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

4:30 PM – 5:20 PM PDT

FIN2405. Your Business as the Talent Destination of Choice

Ruth Chu

- Assurance Analyst | Volvo Financial Services

Darryl Bonner II

- Sr. Accountant - Apprentice | Liberty Bank

Barry Payne

- Director - External Relations, Management Accounting | AICPA & CIMA

Ana-Maria Cornoiu

- VP Business Risk Assurance & Advisory | Volvo Financial Services LLC

Paul Young

- SEVP & CFO | Liberty Bank

According to the AICPA & CIMA Future of Finance Group of the world’s leading companies, their No. 1 challenge continues to be talent attraction and retention. Along with the pace of change, accelerating digital transformation and redefining what value means, it is imperative for us all to think differently about how we hire and upskill talent for the best blend of capabilities and mindsets. It is also essential to clearly identify the unique value propositions and selling points to attract and retain.

Join Barry Payne — Director of External Relations at AICPA & CIMA, and a panel of finance leaders to: identify some of the specific talent challenges they face; identify ways to promote a career value proposition to attract, develop and retain talent; determine how they have used tools like the T-Shape Finance Professional model and the CGMA Competency Framework to identify skills gaps; and identify how programs such as the Professional Apprenticeship for Finance Business Partners and the CGMA Finance Leadership Program have been used by their companies to bridge and strengthen these skill gaps. During this session you will hear clear examples of how the panelists have put actions into place to enhance the capabilities of their teams and attract the best talent.


Learning Objectives:

  • Determine how you can use tools like the T-Shape Finance Professional model and the CGMA Competency Framework to identify skills gaps.
  • Identify how programs such as the Professional Apprenticeship for Finance Business Partners and the CGMA Finance Leadership Program have been used by their companies to bridge and strengthen these skill gaps.
  • Identify some of the specific talent challenges you face.
  • Identify ways to promote a career value proposition to attract, develop and retain talent.

4:30 PM – 5:20 PM PDT

FIN2406. Driving Growth Through Inflationary Times

Ty Beba

- Chief Revenue Officer | AssuredPartners

4:30 PM – 5:20 PM PDT

NAA2413. Evidence and Documentation

Michael Brand

- Member | BMSS, LLC

Elizabeth Gantnier

- Partner | FORVIS

The struggle is real and, yes, we are still talking about documentation. Because new standards on being issued regularly, the documentation of evidence seems to be a continuously moving target that peer reviewers seem to keep writing comments about. Join us for a discussion of common documentation errors, misunderstandings and how recent standards continue to up the game on the need for clear, concise audit documentation.


Learning Objectives:

  • What's required verses what's just a personal preference?
  • How to meet the standards and still maintain efficiencies
  • Can we have too much documentation?

4:30 PM – 5:20 PM PDT

NAA2414. Control Deficiencies

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

4:30 PM – 5:20 PM PDT

4:30 PM – 5:20 PM PDT

PFP2416. How to profitably & efficiently manage a Virtual Office

David Oransky

- Founding Principal | Laminar Wealth

Mark Astrinos

- Principal & Founder | Libra Wealth

Join us for an insightful session on "How to profitably & efficiently manage a Virtual Office" where we will uncover the secrets to running a highly successful financial planning practice with a fully distributed team. In today's rapidly evolving landscape, remote work and digital interaction have become the new norm. Discover how embracing technology, strategic systems, and a personalized approach can not only streamline your operations but also elevate your client experience to new heights. Learn from real-world experiences and practical strategies that will empower you to thrive in this virtual world while maintaining a strong human connection with your clients.


Learning Objectives:

  • Discover how to leverage technology effectively to enhance remote team collaboration, streamline administrative tasks, and optimize client management in your virtual office
  • Develop a systematic approach to financial planning that balances efficiency through workflows and automation while preserving a personalized, client-focused experience
  • Master the art of conducting impactful virtual client meetings, building trust and rapport online, and effectively communicating complex financial information during digital interactions

4:30 PM – 5:20 PM PDT

PFP2417. Understanding and Utilizing Insurance to Protect your Clients

Melissa Linn

- SVP, Senior Wealth Planning Strategist | Comerica Wealth Management

Paula McMillan

- Wealth Advisor | Stearns Financial Group

Jimmy Williams

- CEO and Senior Wealth Advisor | Compass Capital Management, LLC

Leonard Wright

- Wealth Management Advisor | Northwestern Mutual

Discover planning strategies to assist your clients with risk management techniques that are tailored to their specific needs.  Areas to be discussed include the analysis of various insurance types and policies to protect your clients' assets, income and transition of their estate in a tax-effective manner.  Participants will appreciate the process utilized in this course by engaging with presenters who will provide actual client scenarios to facilitate learning.


Learning Objectives:

  • Participants will learn how to efficiently review and provide advice to their clients on various insurance products.
  • Analyzing and providing consultation services for your clients to lower costs of insurance and maximize coverage.
  • Discussion will be focused on bringing clarity to the complex world of insurance products for CPAs to serve their clients with valued services.

4:30 PM – 5:20 PM PDT

PRA2411. Mastering Client Onboarding for Client Advisory Services

Ashley Doyen

- Manager, CAS Firm Strategy | CPA.com

Kristina Costello

- Director of Implementation, Accounting Systems | IFI Professionals (Incubator Finance)

Join us for an exclusive session designed to equip you with practical insights and strategies to implement a standardized onboarding process seamlessly integrated with client advisory services. By the end of this session, participants will gain a comprehensive understanding of critical components, recognize the significance of assessing client readiness through effective discovery, and grasp the resource requirements essential for establishing a robust core product.


Learning Objectives:

  • Recognize the significance of standardized onboarding
  • Identify key components of client onboarding
  • Explore client readiness through effective discovery
  • Navigate resource requirements for a robust core product

4:30 PM – 5:20 PM PDT

PRA2412. Transforming the CPA Firm Business Model? Pricing Differently is an Ideal First Step

Michelle River

- Owner | Fore, LLC
The drivers for exploring a business-model shift are many: buyers viewing us as a commodity vendor; emerging competitors from outside public accounting; fewer entrants to the profession and difficulty retaining the talent we have; limitations of the partnership model, and burnout, to name just a few. Whatever _your_ reasons for change, where should you start? Michelle illustrates why altering your revenue model is the most impactful business model element (out of nine) for beginning the bigger shift that changing times call for. Four generations of CPAs relied on the "hours X rates" fee model, shaping the profession's culture around hours. Regrettably, we even went to market touting “we sell time” as our value proposition—a flawed approach that never resonated with buyers, and is now backfiring as technology speeds our work. It's more obvious than ever that our worth isn't related to our time spent. And we're all experiencing ways the hourly billing model limits our capacity, earnings, and even our career satisfaction. Uncoupling time from price is a massive mindset change, but doing so frees you to more creatively address the remaining eight business model elements! Come explore how to confidently move forward!

Learning Objectives:

  • Understand how instituting a new pricing model is a driver for setting your broader business-model change in motion
  • Hear about alternate approaches to pricing that capture your true value and align with client success
  • Discover 5 ways to de-commoditize yourself, position for greater worth, and command better prices
  • Identify 10 specific steps you can take to begin transforming your firm and “price differently”

4:30 PM – 5:20 PM PDT

TAX2410. Renewal Energy Tax Incentives Guidance

Devin Hall

- Managing Partner, Energy | Crowe LLP

4:30 PM – 5:20 PM PDT

TAX2411. Partnership Hot Topics: Basis Adjustments

Brian Lovett

- Partner | Withum

This session will explore the complex world of partnership basis adjustments.  We will explore when a partnership is permitted to make basis adjustments, as well as when basis adjustments are mandatory.  The session will include a discussion of the allocation of basis adjustments to partnership property give consideration to planning around this complex tax area.


Learning Objectives:

  • Recognize when optional basis adjustments ban be made.
  • Demonstrate an understanding of the different adjustments available under Sec. 743 and Sec. 734.
  • Understand planning opportunities around partnership basis adjustments.

4:30 PM – 5:20 PM PDT

TCH2406. Evolving Your Tech Stack to Grow Your CAS Practice

Kim Blascoe

- Sr. Director, CAS Professional Services | CPA.com

Dixie McCurley

- Partner, Client Accounting Services | Cherry Bekaert Advisory LLC

Nicole Ksiazek

- Director, SIAP Strategy and Sales | Sage

As your CAS practice grows and expands, your technology must evolve to meet your service needs. Join these thought leaders to examine the process you’ll need to move beyond the core elements of a CAS practice tech-stack and consider the analysis and selection of new solutions. Learn how planning for technology to enable robust business insights offerings can support success for your clients and firm.


Learning Objectives:

  • Recognize that your practice’s tech stack must change as your service offerings evolve
  • Analyze the extendable functionality of your current tech stack, and understand the gaps that need to be filled
  • Evaluate new software based on client verticals and high-value advisory service offerings

4:30 PM – 5:20 PM PDT

TPR2407. Guarding Objectivity: Professional Standards, SOC Reporting, and the Risks of Relationships

Ellen Goria

- Associate Director | AICPA

Carrie Kostelec

- Lead Manager - SOC & Related Services | AICPA

Brian Thomas

- Partner | Weaver

Audrey Katcher

- Partner | RubinBrown, LLP

Delve into the challenges that relationships can pose to objectivity in SOC/ Third Party Risk reporting. Understand professional standards and safeguards to maintain an unbiased perspective.


Learning Objectives:

  • Evaluate SOC reporting quality
  • Identify considerations related to communicating and escalating report weaknesses
  • interpret independence and peer review process considerations

Wednesday, June 5, 2024

6:00 AM – 7:00 AM PDT

ENG24FIT04. Yoga

Roll out your yoga mat and join Amy Vetter for an interactive yoga and meditation session for a unique and memorable conference experience. Amy’s session ranges from guided meditation to traditional vinyasa yoga, all levels welcome!

6:00 AM – 7:00 AM PDT

ENG24FIT05. Self-Defense & Preservation Seminar

WAKE UP with Jeff Cook, a 4th degree black belt in Uechi-Ryu (Okinawan) Karate and join this session to empower yourself with essential skills to stay safe and confident. Learn practical techniques to boost your awareness, defend yourself in various situations, and gain the confidence you need to protect yourself. Suitable for all levels, this session equips you with the tools to navigate the world with greater peace of mind.

7:00 AM – 8:00 AM PDT

8:00 AM – 9:15 AM PDT

EDG2408. The Role of a Manager - From Chaos to Harmony

Susan Stutzel

- Leadership Coach | PartnersCoach, Inc.

You’ve worked hard, learned a lot, and finally got the promotion to Manager. Congratulations! Yet as the celebration quiets down, you are left wondering, how in the world am I going to get everything done? This session is designed to give you the skills you need for the situations you encounter. As a manager, you encounter a whole new level of responsibilities than your previous positions. Not only are you more technically experienced and knowledgeable, but you are now expected to manage projects and people. Add to that the complexity of a remote or hybrid environment for your colleagues, staff and partners. Plus managing an engagement from planning to wrap-up can be a new and challenging experience. The only way all of these pieces work together harmoniously, is through your efforts.


Learning Objectives:

  • Identify key strategies necessary to be an effective and impactful manager.
  • Distinguish the difference between commanding and connecting with your staff and why it matters.
  • Learn the number one secret to shifting from surviving to thriving as a manager.

8:00 AM – 9:15 AM PDT

ENG2423. Artificial Intelligence - How to Unleash the Power of ChatGPT, Copilot and Other AI Tools (PFP, PRA, TCH)

John Higgins

- Strategic Technology Advisor | Higgins Advisory, LLC

Thomas Trainor

- Managing Director | Hanover Private Client Corporation

Learn how to unleash the power of artificial intelligence in your professional practice! Explore what artificial intelligence tools are available and identify practical applications on how to best use them within your firm. Demystify the multitude of options available and shed light on the untapped potential that is awaiting you. 

We will delve into both the strategic and tactical aspects of AI implementation. Understand how to strategically reposition your firm for the future, ensuring it remains competitive and adaptable in an ever-evolving landscape.

Learn how to practically and tactically employ AI to . . .

  • Improve your ability to present complex financial information in a form that is easily understood.
  • Optimize your business processes by identifying and applying automation opportunities and increase productivity.
  • Demonstrate your awareness and understanding of today's most impactful technology to your clients.

Walk away from this course with concrete, actionable strategies for seamlessly integrating AI technologies into your practice. Enhance the services you offer to your clients, impress them with cutting-edge solutions, and, perhaps most importantly, simplify your professional life. AI is not just the future; it's the present, and it's transforming the field of accounting.

Don't risk falling behind the curve—join us to stay at the forefront of the profession's evolution.


Learning Objectives:

  • Identify the artificial intelligence tools available for use in professional practices and understand their practical applications for enhancing firm operations.
  • Recognize how to strategically reposition your firm using AI to maintain competitiveness in a changing professional landscape.
  • Select and apply AI technologies to improve the presentation of complex financial information and optimize business processes through automation.

8:00 AM – 9:15 AM PDT

ENG2424. National Taxpayer Advocate Update (EST, TAX)

This session will discuss the current state of U.S. tax administration and the major challenges the IRS faces today as it attempts to administer the tax system. Major challenges include providing high-quality taxpayer service, implementing legislation, conducting examination and collection initiatives that promote future voluntary compliance, and expanding the ability of taxpayers and preparers to conduct their business with the IRS online while simultaneously maintaining data security.


Learning Objectives:

  • Identify how to best use the services of the National Taxpayer Advocate to protect your clients' rights as a taxpayer and help you with tax problems you can't resolve on your own
  • Recognize the major challenges faced by the IRS in administering the tax system, TAS's role in addressing them, and how participants can assist in this process

8:00 AM – 9:15 AM PDT

FIN2407. Managing the Top Line, Bottom Line and Green Line

Kenneth Witt

- Associate Technical Director, MA R&D | AICPA & CIMA

Christy Wright

- SVP, Corporate Finance | Southwire Company

8:00 AM – 9:15 AM PDT

FIN2408. Risk Assessment & Management in the Accounting/Finance Department

LaToya Lacey

- VP, ERM & Insurance | Estee Lauder

Jennifer Horton

- VP, Internal Audit at Designer Brands | Designer Brands

8:00 AM – 9:15 AM PDT

NAA2416. Fraud at my client? Say it isn't so!

Victoria Kitts

- Senior Manager, Audit | Clark Nuber, PS

Greg Jenkins

- Ingwersen Professor of Accounting | Auburn University

David Zweighaft

- Managing Partner | RSZ Forensic Associates LLC
This session will include a discussion of common fraud schemes (e.g., check tampering and abuse of company credit cards), steps auditors can take to identify and respond to them, and recommendations that auditors can share with clients to help them mitigate the risks of fraud. Using a “back-to-basics” approach, the session will also cover some tried and true practices that auditors can use to identify, assess, and respond to the risks of fraud in both virtual and in-person audits.

Learning Objectives:

  • Identify risk factors associated with inadequate control environments that facilitate the occurrence of common fraud schemes.
  • Describe actions available to both management and those charged with governance to mitigate the risk of fraud within their organizations.
  • Moving from a presumptive mindset to a more investigative one when brainstorming about fraud risks (aka “think like a thief”).
  • Describe leading practices that auditors can use for identifying, assessing and responding to the risks of fraud

8:00 AM – 9:15 AM PDT

NAA2417. Auditing Revenue Efficiently and Effectively

Lynford Graham

- Consultant and Educator | Lynford Graham CPA
Based on survey information the Revenue account has been involved in more than half the frauds uncovered over the years. Today auditors are expected to assess revenues for existence, completeness and aspects of accuracy. Revenue Recognition involving contracts with customers can be tricky, and when simply considering tolerable misstatement and the Revenue account balance, can lead to outrageous sample sizes. The Chair of the Task Force that wrote the auditing chapter in the 2019 A&A Guide Revenue Recognition will lead you through the suggestions in that guide and other literature suggesting various approaches for achieving the desired level of assurance. In addition, the session will walk through a case study based on an actual inquiry to show how the various strategies can be used to audit the Revenue account. Documentation is important to communicate what was done and what was considered and will be illustrated through the case study.

8:00 AM – 9:15 AM PDT

NAA2418. Control Testing Automation

Gerard Morisseau

Maria Manasses

- Partner - Deputy Chief Auditor | Grant Thornton LLP

Ethan Rojhani

- Partner | Grant Thornton LLP
Is control monitoring or testing a candidate for automation? Whether you are management, an internal auditor, or an external auditor, join us to learn about how control test automation may be implemented and tested in an organization.

Learning Objectives:

  • Recall the concept of control test automation and when it might be applied
  • Recognize potential audit-related considerations associated with control test automation

8:00 AM – 9:15 AM PDT

PFP2418. Advanced 529 Planning: 529-to-Roth, Dynasty 529, And Other HNW Opportunities

Jeffrey Levine

- Lead Financial Planning Nerd | Kitces.com

8:00 AM – 9:15 AM PDT

PFP2419. A New Way to Visualize Retirement Income Planning

Michael Finke

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

Creating income from investments that vary over time with an unknown lifespan means that retirees must be flexible about spending. This presentation provides a new way to visualize how choices about investment risk, spending flexibility, and annuitization impact a retiree's income over time. How does investment risk, future asset return assumptions, willingness to adjust annual spending, preference for spending more when younger, and the delegation of longevity risk to an institution impact the range of potential lifestyles? I address each aspect of retirement income planning by comparing how each choice influences possible spending paths from early to late retirement to give advisors a more intuitive understanding of tradeoffs.


Learning Objectives:

  • Recognize how uncertainty requires spending flexibility when designing a retirement income plan
  • Understand the impact of investment risk on the range of possible spending paths
  • Recognize why annuities change the spending path by reducing longevity and interest rate risk
  • Understand how to incorporate preference for early or later-retirement spending into a retirement income plan

8:00 AM – 9:15 AM PDT

PRA2413. Unlocking the Power of Non-Accountants in Your Accounting Firm

Keila Hill-Trawick

- Founder & CEO | Little Fish Accounting

Carrie Steffen

- President/Co-founder | The Whetstone Group
We will explore the untapped potential of three essential sources: professionals who provide services to our business, our non-accountant team members, and the candid feedback from our clients. By harnessing these diverse perspectives, we can effectively streamline our operations, foster innovation, and drive unmatched client satisfaction.

8:00 AM – 9:15 AM PDT

TCH2407. Startup Accelerator: AI - the Great Equalizer

Kacee Johnson

- Vice President, Strategy & Innovation | CPA.com

8:00 AM – 9:15 AM PDT

TPR2408. The Digital Frontier: Privacy's Role in SOC Reporting

Nancy Cohen

- Senior Manager, Data Protection & Privacy | Ernst & Young LLP

Service organizations often hesitate to include the Privacy category in their SOC 2 Report. They find it challenging and difficult to achieve. However, the benefits of including the Privacy category can often outweigh the drawbacks. 

This session will address:

  • When should the Privacy category be included in your SOC 2 report
  • The benefits of including the Privacy category in your SOC 2 report
  • What is examined when including the Privacy category in your SOC 2 report

Learning Objectives:

  • Identify when including the Privacy category in a SOC 2 report will be beneficial to the entity.
  • Identify how to determine which privacy criteria are relevant to an entity.
  • Evaluate the relationship between a SOC 2 report and assessing compliance with privacy regulations.

9:30 AM – 10:45 AM PDT

DCPA2406. Reimagining Advisory for the AI Era

Ashley Doyen

- Manager, CAS Firm Strategy | CPA.com

Martin Zych

- Founder & Chief Customer Experience Officer | Jirav

Enrico Palmerino

- CEO and Founder | Botkeeper

Chris Gallo

- Partner, Director of Outsourced Business Accounting | BerganKDV

Are you looking to create an advisory practice that wins clients, retains staff and stands out as a leader in the FP&A space? Are you trying to stay ahead of your client's demands in a time where AI is changing the game for businesses all over the globe? But, are you also unsure about AI and wondering how to use it the right way, to produce the right advisory deliverables and get team efficiency? Learn the advisory deliverables you can produce with an AI-enabled team and technology to become the voice of trust to clients, while staying human and helpful. You will be inspired to harness AI’s full potential to reshape your advisory strategy, firm tech stack and ways of working.


Learning Objectives:

  • Evaluate the AI landscape
  • Apply an AI-Enabled Advisory Strategy
  • Assess creating advisory deliverables with AI
  • Recognize team efficiency with AI

9:30 AM – 10:45 AM PDT

EDG2409. Help Save the Profession: How to Start a CPA Firm (With Real Numbers!)

Michael Meihaus

- Owner | Meihaus CPA, PC

Have you ever wondered if the current state of the accounting profession is as good as it gets? Do you question if the common approaches to running firms, serving clients, and engaging with employees are the best we can do? The accounting profession is desperately in need of the next generation of people who ask those questions and decide to take the plunge to start a firm. Unfortunately, the process can feel overwhelming, the details are shrouded in mystery, and the endeavor can feel risky. Join Michael as he covers his journey of starting a firm, provides frameworks for beginning your own, and shares his firm's earnings and expenses along with financial case studies from other firms across the nation. You will gain valuable insights into the realities, challenges, and incredible opportunities of starting an accounting firm.


Learning Objectives:

  • Recognize the key considerations when starting a CPA firm.
  • Understand the process of starting a CPA firm.
  • Evaluate the various ways to establish or acquire a book of business.

9:30 AM – 10:45 AM PDT

ENG2425. Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset (EST, PFP)

Robert Keebler

- Partner | Keebler and Associates, LLP

Planning for Sunset without Bankrupting your Client

The middle is often a difficult place to occupy in life. For those of modest wealth, the plan is simple – do nothing. For the very wealthy, the first step is equally simple – consume the entire BEA with gifts ASAP. However, for those in the middle, unsure how the estate tax will apply to their last dollar of accumulated wealth, planning is quite difficult. The best tax-math planning is often to “bankrupt” the client by giving away all their assets during life, however this is even less appealing than paying estate tax. Therefore, planning for those in the middle requires creativity and a variety of options. This course will cover the challenges and opportunities of estate planning over the coming year.


Learning Objectives:

  • 1. The core mathematics of the estate tax and income tax at death/gift.
  • 2. The dilemma facing a person undertaking estate planning with $5-15M of accumulated wealth.
  • 3. Solutions to minimize taxation at death while retaining financial security.

9:30 AM – 10:45 AM PDT

ENG2426. Business Tax Update (TAX, FIN)

Brian Lovett

- Partner | Withum

This session will discuss significant tax regulations, rulings and court decisions impacting all types of business entities from the past year.  Developments involve deductions, available tax credit and method changes, including developments to watch.  Diligence and planning considerations will be discussed throughout. 


Learning Objectives:

  • Identify planning opportunities and compliance points based on significant tax developments of the past year.
  • Explore due diligence actions of tax devleopments.
  • Understand tax developments impacting business entities.

9:30 AM – 10:45 AM PDT

ENG2427. DEBATE: Accounting Judgment vs. Ownership Objectives: Finding the Middle Ground (FIN, EDG)

Rachael Crump

- Principal Accounting Officer | Insight Enterprises

Dan Griffiths

- President | Lume Deodorant

J Bachrach

- CFO | Fusion Power

Financial executives often find themselves navigating a gray area as they seek to adhere to sound financial standards while at the same time attempting to align with ownership objectives. This often creates situations where judgment is necessary and finding a middle ground is challenging. This session will provide a debate style format between a CEO and CFO who will openly discuss the merits and rationale behind when you should adhere to your professional principles, and when it might be acceptable to conform to a competing view.


Learning Objectives:

  • Gain an understanding of when to be the CF-No versus the CF-Know
  • Identify what drives differences of opinion between financial and operational professionals
  • Discuss common situations where you may find it difficult to align with the business objectives and how to resolve those differing opinions

9:30 AM – 10:45 AM PDT

9:30 AM – 10:45 AM PDT

EST2410. Pitfalls of Pay on Death Accounts and the Importance of Asset Titling in Estate Planning

Rebecca Wallenfelsz

- Partner | Chapman and Cutler LLP

Natalie Perry

- Partner | Harrison LLP

Pay on death accounts are commonly used by individuals when engaging in estate planning. Although simple to create, these accounts can also cause unintended results in an estate plan. We will discuss the pros and cons of relying on pay on death accounts and how best to coordinate them with an estate plan.

9:30 AM – 10:45 AM PDT

EST2411. Unlocking Value: Key Considerations for Gift, Estate, and Charitable Valuations

Rick Springer

- Managing Director | Deloitte Transactions & Business Analytics LLP

Laura Hinson

- Managing Director | Deloitte

This course will guide you through reading and interpreting an appraisal for gift, estate, and charitable purposes. We will focus on the critical elements an appraisal must encompass for charitable substantiation and adequate disclosure purposes. The course will also help you identify questions you should ask your appraiser and keep you informed about the latest trends and IRS activities around valuations. Your instructors, specialists in valuation and tax reporting, will provide you with a holistic understanding of the subject matter, ensuring you grasp the interconnectedness of these two domains.


Learning Objectives:

  • Explain how to read a valuation report and how to identify key components for gift, estate, and charitable purposes.
  • Describe the importance of a qualified appraisal for adequate disclosure purposes for gift tax returns.
  • Understand the components of a charitable appraisal that are necessary to meet charitable substantiation requirements.
  • Identify common valuation report missteps to avoid and associated questions you should ask your appraiser.

9:30 AM – 10:45 AM PDT

NAA2419. Scaling SAS 145

Maria Manasses

- Partner - Deputy Chief Auditor | Grant Thornton LLP

Elizabeth Gantnier

- Partner | FORVIS

Are you frustrated with the level of effort you put into planning an audit and the value you get out of that exercise? Do you and your audit teams speak the same language when it comes to risk assessment? Let’s “walkthrough” what is required, when, and why. We will use a small entity example to discuss the new risk assessment standard and related audit documentation, including how to fine-tune your approach and achieve audit quality by applying an effective and efficient approach.


Learning Objectives:

  • Recall key changes in requirements associated with SAS 145
  • Recognize how to scale the requirements in SAS 145 to perform an effective and efficient risk assessment
  • Identify available resources related to SAS 145 and its scalability

9:30 AM – 10:45 AM PDT

NAA2420. Analytics Practice Aid for Reviews

Mike Manspeaker

Michael Westervelt

- Principal - National Assurance, Construction | CLA
The objective of a review is to obtain limited assurance primarily by performing analytical procedures and inquiries, as a basis for reporting whether the accountant is aware of any material modifications that should be made to the financial statements in order for the statements to be in conformity with the applicable financial reporting framework. This session will discuss the AICPA's Analytics Practice Aid for Reviews to clarify best practices related to analytical procedures and obtaining review evidence.

Learning Objectives:

  • Apply a model for determining the level of evidence needed for a review
  • Design analytical procedures to provide the necessary level of review evidence
  • Corroborate evidence and perform additional procedures

9:30 AM – 10:45 AM PDT

NAA2421. Evaluating Independence (PEEC)

Ellen Goria

- Associate Director | AICPA

Anna Dourdourekas

- Partner | Grant Thornton LLP

9:30 AM – 10:45 AM PDT

PFP2421. Editor’s Choice - Financial Analysts Journal - Personalized Multiple Account Portfolio Optimization

Thomas Idzorek

- Chief Investment Officer, Retirement | morningstar

Morningstar’s Tom Idzorek discusses his recent_ Financial Analysts Journal_ article, “Personalized Multiple Account Portfolio Optimization.” The ability to simultaneously optimizes across an investor’s multiple accounts with different tax treatments, existing holdings, tax lots, and opportunity sets while considering taxes and trade costs in a single optimization is a new step forward in optimization methods with numerous real-world advantages. By running the proposed multi-account optimization method regularly, it serves as an all-in-one personalized asset location optimizer, tax-loss harvester, portfolio rebalancer, roll-over optimizer, and new client onboarding transition optimizer that simultaneously considers the numerous interconnected tradeoffs to produce ongoing personalized portfolio management.


Learning Objectives:

  • Identify the advantages of simultaneously optimizing across multiple accounts versus separate account-by-account optimization.
  • Assess how simultaneous multiple account optimization helps with overall tax-efficiency through tax-efficient asset location, tax-loss harvesting, and tax-efficient investment selection.
  • Evaluate how simultaneous multiple account optimization is the basis for making unbiases rollover decisions.

9:30 AM – 10:45 AM PDT

PFP2422. Medicare - possible plus to Medicare Advantage

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Paula McMillan

- Wealth Advisor | Stearns Financial Group

9:30 AM – 10:45 AM PDT

PFP2423. Analyzing Long-term Care Funding Solutions With Multi-state Modeling

Glenn Daily

- Co-founder | Tell Us The Odds, LLC
Multi-state modeling provides a unified framework for analyzing all methods of long-term care (LTC) funding, including standalone LTC insurance, hybrid life/annuity/LTC policies, LTC riders, impaired-risk annuities, and LTC-enhanced life annuities, defined-benefit pension plans and Social Security. Outline of the presentation     * Introduction     * Valuation of LTCI policies - Overview of multi-state modeling - What are the states? - What are the transition probabilities? - Discounting for probability of occurrence and the time value of money     * From valuation to advice: Case studies - Moving from before-tax to after-tax results - Moving from benefit/cost ratios to scenarios - Incorporating additional information     * Analysis of hybrid policies and LTC riders - Breaking the policy into LTCI and non-LTCI components - Moving from before-tax to after-tax results - Limitations on the analysis of hybrid policies and LTC riders     * Analysis of LTC-enhanced life income - What is LTC-enhanced life income? - Breaking LTC-enhanced life income into LTCI and non-LTCI components - Three ways to get LTC-enhanced life income ◦ Commercial annuities ◦ Redesigned defined-benefit pension plans ◦ Redesigned Social Security     * Directions for future research

Learning Objectives:

  • Learn one method of analysis for all ways of paying for long-term care.
  • Understand the hurdles to getting precise results.
  • Discuss an agenda for future research.

9:30 AM – 10:45 AM PDT

PRA2414. Things I Wish I Knew Before I Hit Professional Burnout

Trina Rozen

- Owner | Trina Rozen CPA
  1. Intro:
  2. Speaker Intro
  3. Professional burnout, the best kept secret in Accounting Profession
  4. Professional burnout shows up in mysterious ways
  5. Road to Recovery from Professional Burnout: Let’s turn it around
  6. Accept that your professional life is not working for you
  7. Evaluation of current firm reality
  8. Zero in on most significant pain points
  9. Tools and Actionable Advice for the Areas of Struggle in Accounting Profession
  10. I. Client Relationship Management
  11. Client Rating System and reforming client list
  12. Healthy Client Boundaries
  13. Sensitive Topics – Firm Fees and Collection
  14. Saying No to Clients
  15. High Risk Clients
  16. Disengagements
  17. II. Specialization is a process and not a destination
  18. Define your specialty
  19. Solid base maintenance
  20. Consult or not to Consult
  21. Roadmap to specialty transition
  22. Systems and Automation
  23. Technology is non-negotiable
  24. Minimum Must Haves in your Firm
  25. IV. Productivity Tools for Accountant’s Toolbox
  26. a. Productivity is not pretty
  27. b. Time Energy Zones
  28. Day Structure
  29. Email Management
  30. To Do List
  31. Calendar is your best friend
  32. Hobbies or just go for a walk

Learning Objectives:

  • Learn Tools for Client Management
  • Learn Tools for Addressing Conflict with Clients
  • Learn Tools for Client Management
  • Learn Tools for Everyday Productivity

9:30 AM – 10:45 AM PDT

PRA2415. Unlocking Success: Mastering your Firm’s Strategy for CAS Practice Transformation

Kristen Soles

- Managing Partner | CohnReznick

Kim Blascoe

- Sr. Director, CAS Professional Services | CPA.com

William Reeb

- CEO | Succession Institute, LLC

Join us for an insightful session where we delve into the crucial aspects of elevating your client advisory services (CAS) practice. In this session, participants will gain valuable insights and actionable strategies to navigate the dynamic landscape of professional services. Our focus will be on three key ideas: gaining leadership buy-in, protecting your firm band and envisioning success through the right framework. Don't miss this opportunity to gain practical strategies and insights that will empower you to lead the evolution of your client advisory services practice with confidence and strategic clarity. Whether you are a seasoned professional or a rising leader, this session is designed to equip you with the knowledge and tools needed to drive positive change and foster success in your firm's advisory services.


Learning Objectives:

  • Determine a method to gain firm leadership buy-in and executive sponsorship for the evolution of your client advisory services (CAS) offerings.
  • Recognize key decisions that will protect your firm brand while unlocking success for your CAS staff, clients and practice.
  • Envision success for your firm's CAS practice by identifying the right framework for your CAS vision.

9:30 AM – 10:45 AM PDT

TCH2408. The What, Why, and How Guide to Business Impact Assessments

Jeffrey Lemmermann

- Sr. Information Assurance Consultant | SynerComm, Inc.

We all have heard the term, and we know they, are good for us, but where to start?  This session will help you understand the essential items that are in a Business Impact Assessment, what that information tells us, and how to get started in performing one.

This session will also help attendees understand where the BIA process fits in the puzzle that also includes risk assessments, business continuity plans, and other planning exercises.

In the end, you will have a better idea of how to identify which critical business functions in your organization are susceptible to risks, giving you a better idea on how to spend your resources to address those risks.


Learning Objectives:

  • Identify and estimate important metrics involved in the BIA process, including recovery time objectives, recovery point objectives, and maximum tolerable downtime.
  • Establish a process to recognize what events would have would have the greatest impact on the critical business functions in your organization.
  • Distinguish between the Business Impact Assessment process and the Risk Assessment process.

9:30 AM – 10:45 AM PDT

TPR2409. Insiders' Perspective: An Expert Roundtable on SOC Audits and Third-Party Risks

Neha Patel

- Partner in charge | Weaver & Tidwell LLP

Steven Ursillo

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

Angela Appleby

- Partner | Plante Moran

Audrey Katcher

- Partner | RubinBrown, LLP

Chris Halterman

- Managing Director | Ernst & Young LLP

Join industry veterans as they share their firsthand experiences, challenges, and solutions in the realm of SOC audits and third-party risk management.


Learning Objectives:

  • Identify the latest trends in SOC and third-party risk management engagements.
  • Identify the risks n SOC and third-party risk management engagements.
  • Apply considerations for recent and potential regulatory changes.

10:45 AM – 11:05 AM PDT

11:05 AM – 12:20 PM PDT

EDG2410. Becoming a More Powerful and Effective Delegator

Jennifer Wilson

- Co-founder and Partner | ConvergenceCoaching®, LLC

Delegation. We know we must! But we still don’t!

Without delegation, there is no room for our own learning, growing, or work/life balance. And the development of our team members and leverage of our firm resources suffers, too. Great leaders delegate well, and they strive to “up their game” and delegate with more clarity, specificity, and empowerment. Attend this master class on delegation where we'll:

  • Address our delegation fears
  • Learn a delegation framework
  • Recognize steps to hold others more accountable for delegation
  • Identify common delegation pitfalls

We’ll also muster the courage to say NO more without it feeling like pushback or lack of teamwork. Join us for a fun, interactive discussion on empowering and developing others through powerful delegation!


Learning Objectives:

  • Recognize the 6 steps to delegate with clarity and how to apply them
  • Identify the delegation pitfalls that most commonly afflict you and how they impact the culture and effectiveness of your team
  • Recognize ways to say no and prioritize and negotiate new requests

11:05 AM – 12:20 PM PDT

ENG2429. Reading Trust and Will Documents (TAX, EST)

Jenny Smith

- Partner | McCollom D'Emilio Smith Uebler LLC

Karly Laughlin

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

In this fast-paced, interactive session, we’ll examine key language in a Will and trust agreement to break down the most important provisions in plain English. We’ll also explain how an when a revocable trust becomes irrevocable and the tax implications. Last, we’ll explain the timing and tax considerations when a credit shelter trust, marital trust, or trust for another beneficiary is created after the death of the trustor.


Learning Objectives:

  • Understand the interplay between a pour over will and a revocable trust.
  • Appreciate the significance of formula provisions in a trust agreement and how they work.
  • Analyze typical language in a trust agreement pertaining to distributions of income and principal and connect this language with preparation of the fiduciary income tax return.

11:05 AM – 12:20 PM PDT

ENG2430. Grantor Trust Compliance: More Issues Than You Think (EST, TAX)

Carl Fiore

- Managing Director | Andersen LLC

Paige Goepfert

- Managing Director | Andersen

This session will cover various grantor trust compliance issues that practitioners should be aware of, including the question of whether you have to file, conversions from grantor to nongrantor, and partial grantor trusts. This program will also include a discussion of several specific issues related to grantor trust filing such as state withholding considerations, foreign reporting, and incorrect reporting of trust status.


Learning Objectives:

  • Identify alternatives for filing a grantor trust tax return.
  • Recognize situations when a partial grantor trust return is required.
  • Understand the impact of when grantor trust status terminates during life.

11:05 AM – 12:20 PM PDT

ENG2431. Unveiling the Financial Story: FBI Forensic Accountants (FIN, NAA)

Angela Mennitt

- Supervisory Forensic Accountant | FBI

John Schmid

- Supervisory Forensic Accountant | FBI

The session covers the role of Forensic Accountants within the FBI from case inception to conviction. Using two case studies, the presenters will provide a detailed view on financial investigations, fraud detection, and data analysis. The first case study explores the new frontier of cryptocurrency, specifically in investigating sophisticated international scam networks. The second case study covers the tracing of international money movements in an espionage case involving a former U.S. intelligence officer.


Learning Objectives:

  • Understanding the Techniques of Fraud Detection: Identifying red flags and analyzing financial anomalies.
  • Mastering Forensic Accounting: Applying data analysis and forensic tools to uncover international money movements.

11:05 AM – 12:20 PM PDT

ENG2432. Best Practices Around Cyber and Risk Advisory Services (TCH, PRA)

Steven Ursillo

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

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

Roman Kepczyk

- Director of Firm Technology Strategy | Right Networks

11:05 AM – 12:20 PM PDT

ENG2433. Automated GRC Tools that Drive SOC 2 and other Framework Examinations (TCH, TPR)

Nicholas Panou

- Partner | PricewaterhouseCoopers LLP

Jeff Cook

- Managing Principal - SOC | Fortreum, LLC

Neha Patel

- Partner in charge | Weaver & Tidwell LLP

In this session, we'll discuss some of the functions of automated tools that clients are using for their governance, risk, and compliance programs as well as the tools that auditors are using for the audits they perform. This course will cover what these tools do, how they function, and the benefits of their use related to SOC 2 and other compliance frameworks. The session will also dive into some of the FAQs around using these tools and what to watch for when using them as a part of the audit process.


Learning Objectives:

  • Learn about what automated GRC tools do in SOC 2 and other audits
  • Understand the benefits and risks associated with the use of automated tools
  • Learn about how different tools operate from both the client and auditor perspective

11:05 AM – 12:20 PM PDT

11:05 AM – 12:20 PM PDT

11:05 AM – 12:20 PM PDT

NAA2422. Peer Review Update

Michael Fawley

- National Managing Partner - Inspections | BDO

James Brackens, Jr.

- Vice President of Ethics and Practice Quality | AICPA & CIMA

11:05 AM – 12:20 PM PDT

NAA2423. CECL for Non-financial Institutions Considerations - Lessons Learned

Thomas Groskopf

- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., Ltd
Attend this session to learn insights, lessons, and best practices related to the implementation of the FASB’s credit impairment model for financial assets based on current expected credit losses (CECL) at non-financial institutions. The application of CECL to non-banks had broad impacts and practitioners will benefit from seeing how others handled the implementation challenges.

Learning Objectives:

  • Assess technical literature and other practice guidance relevant to addressing the topics covered in this session.
  • Interpret significant lessons related to the implementation of the current expected credit loss model at non-financial institutions
  • Evaluate the impacts of the current expected credit loss model on recogniton, measurement and disclsoure.

11:05 AM – 12:20 PM PDT

PFP2424. Passion investing - Wine / Art / Collections.

Wendy Battleson

- SVP, Private Client Advisor | Bank of America Private Bank

Atul Tiwari

- CEO | Cult Wines Americas

11:05 AM – 12:20 PM PDT

PFP2425. Multiply Your Best Clients to Create Exponential Growth

Bill Cates

- President | Referral Coach International
Client Satisfaction and Client Loyalty are critical to the stability of your business. But it’s _CLIENT LEVERAGE_ that turns incremental growth into _EXPONENTIAL GROWTH_. In this lively, high-content session, with new ideas and value for all levels of experience and success, you will learn what other top professionals are doing to attract more Right-Fit Clients. This is not theory. You will learn exactly what other successful professionals - their _WHAT_, _WHY_, and _HOW_! Grow your business by meeting your clients the way they prefer to meet you! You’ll INCREASE YOUR REVENUE WITHOUT INCREASING YOUR MARKETING BUDGET.

Learning Objectives:

  • Why client satisfaction and loyalty are not enough for your desired growth
  • How to maximize the client journey to become super referable
  • 5 ways to promote introductions to get them without asking
  • How to get “referred up” to higher-level clients
  • What it takes to turn a referral into a solid introduction, so prospects are eager to hear from you, receptive to an appointment, and even call you

11:05 AM – 12:20 PM PDT

11:05 AM – 12:20 PM PDT

PFP2427. Best Practices and Ideas on Risk Management Topics

Tamiko Toland

- Principal | Toland Consulting

Michael Finke

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

Theodore Sarenski

- Wealth Adviser | Sage View Advisory Group

Leonard Wright

- Wealth Management Advisor | Northwestern Mutual

11:05 AM – 12:20 PM PDT

PRA2416. Transformation For Small Firm Succession

DeAnn Hill

- CPA | DEANN AUMAN HILL CPA

Small firm succession can be anything owners want it to be with the proper planning.  If you are actively working toward succession or merely trying to figure out the vision for your firm, this session will provide value for those deliberations.


Learning Objectives:

  • Defining your succession strategy
  • Evaluating your practice
  • Elevating your people

11:05 AM – 12:20 PM PDT

TAX2412. Anatomy of a Tax Controversy

Melissa Wiley

- Partner | Lowenstein Sandler LLP

Ben Franklin famously said: "in this world, nothing is certain except death and taxes." With the promise of significant additional funding for IRS enforcement over the coming decade, many more taxpayers are about to learn what that really means. This session will explore the various stages of tax controversy and provide practical tips for avoiding and navigating an audit. It will also discuss the interplay of the new Corporate Transparency Act and what it might mean for tax enforcement.


Learning Objectives:

  • Understand the various stages at which a tax controversy can be resolved and the pros and cons of each.
  • Explore practical tips for minimizing audit risk.
  • Learn how the Corporate Transparency Act could affect tax enforcement.

11:05 AM – 12:20 PM PDT

TPR2410. Unpacking Common Issues Encountered during SOC Engagements- Insights for Service Organizations

Paul Perry

- Member | Security, Risk and Controls Practice Area Leader | Warren Averett LLC

Patrick Morin

- Principal - Information Systems and Risk Assurance | Baker Newman & Noyes

Chris Kradjan

- Managing Partner | Moss Adams LLP

This session will provide some common issues, problems, exceptions and recommendations from SOC engagements from service auditors point of view. We will talk through areas of the SOC engagement that we believe are usually missed by service auditors and service organizations.


Learning Objectives:

  • Understand what to look for during SOC engagements related to common issues, exceptions and client problems.
  • Understand how to advice clients how to handle and respond to these common issues, exceptions and problems.

12:20 PM – 1:30 PM PDT

2:30 PM – 3:45 PM PDT

EDG2411. CPA Mission Possible – Adventures & Lessons Learned in the Profession

Josh Alexander

- Partner | Alexander & Williams CPA, LLC

Christine Stolzenburg

- Senior Manager - A&A | FreedMaxick CPAs

Alexandria Romero

- Director of Finance | City of Pueblo

Jessica McClain

- Chief Financial Officer | Girl Scouts Nation's Capital

Jessica Iennarella

- Chief Financial Officer | State Bar of Arizona

Discussions of the talent pipeline and retaining talent already in the profession are everywhere. Come get inspired by four CPAs and their unique journeys through the profession we all love. You could find the next step in your own journey or find an answer to give to students and staff for why the CPA.


Learning Objectives:

  • 1) Why CPA stands for Coolest Profession Around.
  • 2) What we could tell staff and students to help them learn from our mistakes.
  • 3) Where could the future take us – what are we dreaming about for future CPAs.

2:30 PM – 3:45 PM PDT

2:30 PM – 3:45 PM PDT

ENG2436. Estate Planinng For the 99% (EST, TAX)

Karly Laughlin

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

Jordon Rosen

- Director (Retired) | BLS CPA

This session will focus on planning for owners of estates under $13 million and why it is still important to plan.  We will cover planning techniques, how and when to elect portability, filing the decedent's final tax return and the estate's fiduciary return, along with various post-mortem elections.  We will also cover planning when the decedent is a shareholder in an S corp. or partner in a partnership at the time of death.


Learning Objectives:

  • Why estate planning is still important for our clients with less than $13 million
  • How and when to make the portability election as opposed to conventional credit shelter planning
  • Understanding the numerous post-mortem fiduciary, administrative and tax elections available for the modest estate owner when filing for portability along with the decedent's final income tax return and the estate's income tax return.

2:30 PM – 3:45 PM PDT

ENG2437. Risk Management for A&A Practices (NAA, PRA)

Stan Sterna

- Vice President | Aon

2:30 PM – 3:45 PM PDT

2:30 PM – 3:45 PM PDT

EST2413. GST Pitfalls: Allocating generation skipping tax exemption and other GST Compliance Issues

Carl Fiore

- Managing Director | Andersen LLC

This session will cover the basic as well as more complex issues related to GST compliance included allocating GST exemption, GST trust definitions and issues related to missed or late allocations.


Learning Objectives:

  • Understand the basic mechanics of allocating GST exemption
  • Recognize the potentials issues relating to allocating GST exemption
  • Understand potential remedies for errors in GST allocations

2:30 PM – 3:45 PM PDT

FIN2409. Women in Finance: Allys in the Workplace

Kristine Lemanski

- CFO | AssuredPartners Aerospace

2:30 PM – 3:45 PM PDT

FIN2410. GenAI and ChatGPT: Tips and Tricks to Integrate AI Into Your Workflow

Tova Morrison

- Funds Controller | HarbourView Equity Partners

Donald Tomoff

- Founder, Course Developer, Instructor | Invenio Advisors, BLI

This course is designed to empower professionals to harness the transformative capabilities of Generative AI and ChatGPT. Regardless of your position, this course aims to equip you with the skills and knowledge to seamlessly integrate AI technologies into your daily tasks and workflow that you encounter every day as an accounting and finance professional.


Learning Objectives:

  • Participants will gain an understanding of what Generative AI and ChatGPT are, including their underlying technologies, capabilities, and limitations.
  • Learn to identify and articulate various scenarios in which Generative AI and ChatGPT can be leveraged to enhance productivity, creativity, and decision-making in a business setting.
  • Understand Explore advanced features and customization options of ChatGPT and other AI tools to tailor their functionality to specific business needs and challenges.
  • Understand the ethical implications of using Generative AI and ChatGPT, including data privacy, bias, and responsible usage guidelines in a professional environment.

2:30 PM – 3:45 PM PDT

NAA2424. Top Assurance & Accounting Inquiries to the Center for Plain English Accounting

Andrew Merryman

- Senior Manager | AICPA

Thomas Groskopf

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

This session covers frequently asked A&A questions asked by members of the PCPS's Center for Plain English Accounting (CPEA) in the areas of accounting, financial reporting, audit, compilation, and review engagements, with a focus on private company issues. Get answers to technical questions that are impacting many practitioners and their clients.


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.

2:30 PM – 3:45 PM PDT

NAA2425. Understanding IT General Controls

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP
In this session the participants will obtain a high-level understanding of IT General Controls (ITGC). Maintaining proper controls over information technology is a constant concern for businesses as they try to use technological advances to drive efficiency and growth. IT General Controls (ITGC) have become the object of not only IT audits but financial audits, Service Organization Control (SOC) Reporting, and other assurance services. ITGC is one of the IT-related areas that the AICPA’s Information Technology Executive Committee (ITEC) states should be considered in all financial audits.

Learning Objectives:

  • Learn what are ITGC and Application Controls.
  • Understand what’s involved in scoping an ITGC audit
  • Understand when a Subject-Matter Expert (SME) is needed

2:30 PM – 3:45 PM PDT

2:30 PM – 3:45 PM PDT

PFP2429. Coaching Approach to Financial Planning for Clients

Jean-Luc Bourdon

- Wealth Advisor | Lucent Wealth Planning, LLC

Andrea Millar

- Founder | Andrea Millar Life Planning

2:30 PM – 3:45 PM PDT

PFP2430. Session to be Announced

Lee Slavutin

- Stern Slavutin 2, Inc.

2:30 PM – 3:45 PM PDT

PRA2417. Accountability in a Remote and Flexible Environment

Renee Moelders

- Partner | ConvergenceCoaching®, LLC
Here's a bold statement - most firms, team, and leaders aren't clear about expected performance. When expectations ARE clear, projects run smoothly, and teams feel "in sync" with one another. When expectations AREN'T clear, everyone involved feels out of touch and uncertain about whether they are on track. This applies in any environment - in-person, remote, or blended. However, when we work away from one another, establishing clear expectations is even more important. Leave this session prepared to create a more accountable, functional, effective, and motivated team, no matter where or when they're working!

Learning Objectives:

  • Recognize elements of an environment of clear expectations, including fundamental leadership behaviors and strategies that will create more clarity and accountability
  • Identify old norms that hold your firm back from creating a more count-on-able environment and new paradigms that fit the more-remote and flexible work world you're operating in today
  • Summarize the fundamentals of delegation and best practices for handing work off to any team member, along with specific strategies for collaborating with remote and asynchronous team members
  • Implement communication models that will facilitate more intentional and consistent connection in a flexible environment

2:30 PM – 3:45 PM PDT

TAX2413. Don’t Guess and Make a Mess with QSBS

Justin Miller

- Partner and National Director of Wealth Planning | Evercore Wealth Management

Tony Nitti

- Partner - National Tax | EY

This presentation will provide an overview of qualified small business stock (QSBS) under section 1202, show you how founders can “stack” multiple capital gain exclusions among family members, address how non-grantor trusts can be the ultimate tool for QSBS planning to protect family members and minimize state income taxes, and discuss the challenges in non-grantor trust drafting compared to the more commonly used irrevocable grantor trusts.


Learning Objectives:

  • Understand the requirements on the date of issuance for stock to meet the definition of QSBS.
  • Learn the QSBS requirements for substantially all of a shareholder’s holding period.
  • Identify planning opportunities to maximize the available QSBS exclusion.
  • Recognize QSBS potential pitfalls and traps for the unwary.

2:30 PM – 3:45 PM PDT

TCH2409. Creating a Tech Stack - The Art of Digital Transformation

Amy Vetter

- CEO | The B3 Method Institute (QuickStart Training)

Do you hear talk about having a "tech stack" and wonder if you have one at your firm? Or maybe you don’t even know where to begin? During this session, Amy Vetter will discuss different software providers she has worked so you visualize what that could look like for your own practice. Whether you deliver bookkeeping, controllership, or outsourced CFO services, these solution providers will provide live demos so you can identify technology solutions that can help you automate your practice, free up more time to spend with your clients and solve many of the pain points you encounter daily delivering these services.


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 for better information and time savings
  • Construct a technology strategy and assess the right technology fit for your practice

2:30 PM – 3:45 PM PDT

TCH2410. CITP Impact on the CPA Landscape: Integrating Technology and Information Systems

Mathieu Lupien

- President / Co-Founder | Simfiny Solutions Inc.

Paul Perry

- Member | Security, Risk and Controls Practice Area Leader | Warren Averett LLC

Jim Gilbert

- Managing Principal | Jim Gilbert, CPA LLC

Audrey Katcher

- Partner | RubinBrown, LLP

Discover the power of the CITP credential in our upcoming session! Join us for an in-depth exploration of how the CITP aligns with the CPA examination and its impact on professional practice. By attending, you'll gain insights into the modern CPA landscape, understand evolving CPA responsibilities in information systems and controls, and learn how to obtain the CITP credential. Prepare to thrive in the tech-driven marketplace with the perfect blend of accounting expertise and IT acumen.


Learning Objectives:

  • Discuss the significance of the CITP credential in advancing a CPA's career and relevance in the tech-centric business environment
  • Elucidate the specialized knowledge and skills encapsulated by the CITP designation and their application in accounting practices
  • Appraise the diverse and expanding roles of CITP professionals in the market and the escalating demand for their unique skill set
  • Outline the transformed role of CPAs, focusing on the foundational competencies for the ISC discipline within the CPA exam
  • Correlate the ISC discipline's core principles with the CITP body of knowledge, emphasizing their interconnection

2:30 PM – 3:45 PM PDT

TPR2411. Building Excellence: Crafting a Quality Management Program for SOC Practices

Chris Kradjan

- Managing Partner | Moss Adams LLP

Angela Appleby

- Partner | Plante Moran

This session will explore ways firms implement quality management programs in support of their SOC practices. We will talk through how the program aligns with AICPA guidelines, adherence to professionals standards, management of engagement methodologies, and considerations for internal inspections and external peer reviews.


Learning Objectives:

  • Understand the key components of a quality management program for SOC practices.
  • Understand how the quality management program is established and maintained.
  • Understand ways in which to design the program to reinforce expectations for engagement delivery and in anticipation of internal inspections and peer reviews.

4:00 PM – 5:15 PM PDT

DCPA2407. Spend Management: An Approachable Advisory Opportunity

Rami Essaid

- SVP of Product | BILL

Jayson Brannon

- VP of Sales and Partner Success | CPA.com

Dan Luthi

- Partner | Ignite Spot Accounting

Spend management services are a high-return, low-hurdle opportunity for firms. Why? Compared to other service areas which require your staff to have a deep level of expertise, spend management offers a relatively easy pathway to higher-value advisory. In this panel session, we’ll dive into how spend management is the next phase of expense management and can help solve potential issues with cash flow management, month end processing, financial forecasting, as well as support your clients in making informed business decisions quicker. Join us to learn how to get started and how to communicate this opportunity to your clients.

4:00 PM – 5:15 PM PDT

EDG2412. Effective Strategies for Impactful Mentorship

Kathryn Horton

- President | Kathryn K. Horton CPA PA

Mentoring is a key component in professional and personal development. When properly cultivated, an effective mentoring relationship offers unique benefits with lasting positive impacts to both the mentor and mentee. We will explore the topic of mentorship and practical strategies that can be incorporated to enhance the mentoring journey, while learning proactive solutions to common pitfalls.


Learning Objectives:

  • Discover what creates an effective mentoring relationship and new approaches for impactful mentorship
  • Learn how to remain flexible and adaptable in the mentoring journey while remaining true to core values
  • Identify proactive solutions to common pitfalls that can inhibit mentorship

4:00 PM – 5:15 PM PDT

ENG2439. Rising stars to nextgen rainmakers - how to develop, reward/incentivize (PRA, PFP)

Nikki Burgeson

- Principal, Director of Sales and Business Development | Rehmann

Is your firm looking for next level growth? Rethink performance metrics to tap into a new type of rainmaker. We'll discuss incentive and training dollars as a key to developing the next generation of growth partners. Learn ways to measure and report on the activities of rainmaker development while affecting your firm's business development culture.


Learning Objectives:

  • Identify rainmakers earlier in their careers
  • Incentivize and prioritize growth appropriately
  • Provide appropriate training to create next level performance

4:00 PM – 5:15 PM PDT

ENG2440. Tax Issues When a Business Owner Dies (EST, TAX)

Michael Reeves

- Manager | RSM US LLP

Carol Warley

- Partner | RSM US LLP

When an owner of a passthrough entity dies, certain tax implications may arise on both the individual and entity level. This presentation examines the various federal income tax issues to be mindful of in these circumstances. The discussion first focuses on the effect of a partner's death on a Subchapter K partnership, then examines the consequences of a shareholder's death on a Subchapter S corporation, and finally looks at the tax effects of death for the individual owner and the owner's estate and/or trust.


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

4:00 PM – 5:15 PM PDT

ENG2441. Are You Prepared to Prepare the Complex Gift Tax Return? (TAX, EST)

Anthony Vitiello

- Partner and Chairman, Tax and Estate Planning Group | Connell Foley LLP

This session focuses on the preparation and presentation of gift tax returns involving complex estate-planning transactions, including personal residence trusts, limited partnerships and grantor retained annuity trusts, as well as pitfalls regarding GST tax issues and "adequate disclosure" requirements in preparing the return. Discussion of defending a gift tax return audit will also be covered.


Learning Objectives:

  • Master the nuts and bolts, as well as the art, of preparing a complex gift tax return
  • Obtain a detailed outline to use as a practice guide for preparation of the return, as well as sample language
  • Discuss tips and observations in handling a gift tax return audit.

4:00 PM – 5:15 PM PDT

ENG2491. Digital Assets: Where We Are, Where We're Going, and What You Need to Know(TCH, NAA)

Beth Paul

- Partner | PricewaterhouseCoopers LLP

Sean Prince

- Partner, National Office | Crowe LLP

Ami Beers

- Senior Director - Assurance and Advisory Innovation | AICPA & CIMA

Diana Krupica

- Senior Director - Assurance & Advisory Innovation | Association of International Certified Professional Accountants

The digital asset space is an evolving area, presenting practitioners with unique risks and complex challenges. This session will highlight the latest accounting, auditing, and attestation hot topics applicable to digital assets, including an explanation of the FASB ASU, _Accounting for and Disclosures of Crypto Assets_. Information will be provided on resources available to financial statement preparers, auditors, and practitioners who are interested in learning more about how to account for and audit digital assets, as well as those practitioners who perform attestation engagements. We will dive into the efforts by the FASB, SEC, and AICPA to provide further accounting, auditing, and attestation guidance, and provide insights on possible future developments in the digital asset marketplace.


Learning Objectives:

  • Identify hot topics for digital assets related to accounting, auditing, and attestation
  • Recall efforts of the SEC, FASB, AICPA, and others to develop digital asset guidance
  • Recognize possible future developments in digital assets

4:00 PM – 5:15 PM PDT

EST2414. Speed Round

Mary Kay Foss

- CPA | Mary Kay Foss CPA

4:00 PM – 5:15 PM PDT

FIN2411. The Path from CFO - What's Next?

Valerie Rainey

- President | iCIMS

Dan Griffiths

- President | Lume Deodorant

Greg Bedard

- Vice President | Prudential

Stuart Benton

- Chief Financial Officer (CFO) | Reiser

Scott Spiegel

- CFO | Association of International Certified Professional Accountants

4:00 PM – 5:15 PM PDT

NAA2426. Fireside Chat

Sara Lord

- Chief Auditor | RSM US LLP

James Brackens, Jr.

- Vice President of Ethics and Practice Quality | AICPA & CIMA

Michael Westervelt

- Principal - National Assurance, Construction | CLA
This group of experts will answer your most pressing questions on auditing, accounting, ethics, independence and quality management.

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.

4:00 PM – 5:15 PM PDT

NAA2427. The Modern Audit: Enhancing Audit Efficiency and the Client Experience

Matt Walsh

- Partner | Withum

Emily Remington

- Director, Audit Product Management | CPA.com

The audit world is at an inflection point. Your clients want greater insights, your staff wants to do higher value work, and you want your firm to be successful. Learn to keep up with trends while maintaining audit quality, efficiency and delivering value to your clients. Join our panel for a holistic view of how firms are embracing audit transformation to create better experiences for their clients and staff and moving from compliance to value. The session will focus on high-value activities, focusing on efficiency and delivering results that benefit your audit teams and your clients.

4:00 PM – 5:15 PM PDT

PFP2432. Sunset Multi-Year Income Tax Planning

Robert Keebler

- Partner | Keebler and Associates, LLP

Sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code. Planning for it several years in advance is critical. The rewards for thinking ahead are enormous, as are the consequences of failing to. Moreover, as we’ve seen many times in the past, sunset is likely to spur Congress to act. By examining the challenges and economic impact of sunset we can better understand what reforms may be enacted in late 2025 and how to advise clients in 2024.


Learning Objectives:

  • 1. Income tax code changes scheduled by statute to occur in 2026 absent action from Congress.
  • 2. A framework to prognosticate changes Congress may enact before sunset.
  • 3. Tax planning ideas to guide clients through the transition.

4:00 PM – 5:15 PM PDT

PFP2433. A Random Walk Towards More Efficient (Retirement) Portfolios

David Blanchett

- Head of Retirement Research | PGIM

Investment returns are commonly assumed to be independent (or random) across time in financial models. In reality, investments have historically exhibited varying levels of serial dependence, where the returns evolve nonrandomly for both individual investments (i.e., autocorrelation) as well as across investments, to varying levels. This presentation explores how these effects impact optimal portfolio allocations and notes considerable differences across investment horizons, which can be especially pronounced for more risk averse investors who are concerned with inflation risk (e.g., retirees). Overall, this research suggests investment professionals need to more actively consider serial dependence when building portfolios clients to ensure they are best aligned to help clients accomplish their goals.


Learning Objectives:

  • Have a better understanding of how risks change can potentially change over time
  • Be able to build more efficient portfolios for clients for different time horizons based on the unique relationships that have existed among assets and risk across time

4:00 PM – 5:15 PM PDT

PRA2418. Small Firm Roundtables hosted by PCPS

Orume Hays

- Founder & CEO | Hays CPA

Lindsey Curley

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

Carl Peterson

- VP - Small Firm Interests | AICPA & CIMA

Join us at the annual AICPA PCPS Small Firm Roundtables, where you and your firm's success take center stage! 

Prepare to be part of a dynamic session where you won't merely attend – you'll actively engage, learn, and thrive. With past attendees praising this session as one of the best at the Engage Conference, this year's event promises to surpass expectations.


This is your opportunity to discover and exchange best practices and tools essential for conquering the ever-evolving challenges of practice management. At our roundtables, you are the expert panelist. Share and exchange actionable insights, leaving with the confidence to tackle complex company issues head-on.
Immerse yourself in a vibrant community of fellow practitioners, where connections are made, and innovative ideas flourish. Join us and propel your practice to new heights as you become an integral part of this dynamic and transformative session.

Discover and exchange best practices and tools you need to conquer the ever-evolving challenges of practice management. You are the expert panelist. Come share and exchange actionable insights leaving you ready to tackle complex firm issues with confidence.


Learning Objectives:

  • Gain Insight into Best Practices
  • Enhance Firm Efficiency
  • Foster Client-Centric Approaches

4:00 PM – 5:15 PM PDT

4:00 PM – 5:15 PM PDT

TCH2412. AI Effectiveness: Is it all Wizardry and Alchemy?

Zachary Charnecki

- Director, Innovation and Transformation | Wipfli LLP

Anirudh Nadkarni

- Senior Manager - Analytics | Wipfli LLP

We are all asking the same questions - how do we leverage AI to enable our organizations to become strategic powerhouses? Through shared experiences and a practical demo, let us explore steps that help us mature in our readiness for AI.


Learning Objectives:

  • Identify the signs you're not ready for the AI revolution.
  • Rethink and change the steps required to level-up and get ready.
  • Explore people-process-data-technology strategies that help you stay ahead of the competition.

4:00 PM – 5:15 PM PDT

TPR2412. The Rise of AI: The Integration of AI In Third Party Risk Audits

Chris Halterman

- Managing Director | Ernst & Young LLP

5:15 PM – 6:30 PM PDT

Thursday, June 6, 2024

7:00 AM – 8:00 AM PDT

8:00 AM – 9:15 AM PDT

ENG24K05. ENGAGE Keynote | Geopolitics and the Future of the Global Order

Ian Bremmer

- President & Founder | Eurasia Group and GZERO Media

9:30 AM – 10:45 AM PDT

ENG2442. Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP)

Jaclyn Badeau

- President | Badeau Consulting, LLC

Amber Goering

- President | Goering and Granatino, P.A.

Gallup Inc. believes “employee engagement remains an essential requirement for producing high-quality work. The organizations that learn to develop a culture of engagement and high performance have a competitive edge, positioning them for success regardless of the changes they encounter.” Many organizations struggle with building such culture because they are stuck in old ways of management, in survival mode, or just don’t know where to start. Join the session to discuss the true needs of employees and learn what you can do to improve employee engagement.


Learning Objectives:

  • Understand what employee engagement is and why it’s important
  • Explore the 5 needs of employees and what you can do to meet these needs
  • Learn what 12 Statements you should evaluate to address the basic, individual, teamwork, and growth elements of Gallup’s employee engagement model
  • Build an action plan to improve employee engagement on your team and organization

9:30 AM – 10:45 AM PDT

ENG2443. Accounting Across Ages: Wisdom, Innovation, and the Quest for Work-Life Balance (FIN, EDG)

Christine Stolzenburg

- Senior Manager - A&A | FreedMaxick CPAs

Tova Morrison

- Funds Controller | HarbourView Equity Partners

Troy Emory

- Owner | TD Emory, CPA & Associates

Kay Rodrigo

- Director of Accounting / Controller | B K Miller Company Inc

Join us in our first-ever "Accounting Across Ages" panel where we explore the dynamic intersection of timeless wisdom, cutting-edge innovation, and the pursuit of work-life balance in the realm of accounting. Our trio of presenters will delve into key insights that span generations, showcase innovative approaches shaping the future of accounting, and discuss strategies for achieving the work-life balance you want based on your priorities  and where you are in your career. Don't miss this opportunity to hear from people who have been in your shoes, and learn to better understand the various priorities your leaders, coworkers- maybe even the people you manage!- are dealing with.


Learning Objectives:

  • Learn to understand the priorities of various generations of accountants
  • Learn how to free up time with innovation and ruthless prioritization
  • Gain wisdom from people who have years of professional experience
  • Come away with a better sense of grace for yourself and understanding for your colleagues

9:30 AM – 10:45 AM PDT

9:30 AM – 10:45 AM PDT

EST2415. A View from the Front Lines – Current Issues in Estate Tax Audits and Litigation

John Porter

- Partner | Baker Botts LLP

IRS audits of estate and gift tax returns are on the rise. This discussion will address current issues and trends in the transfer tax controversy arena at the audit level, appeals, and in litigation, including the valuation and transfer of interests in closely-held entities, the use of formula clauses, adequate disclosure of lifetime transfers, and split-dollar life insurance. The discussion will include recent caselaw, positions taken by the IRS, and ways to address both at the planning level.


Learning Objectives:

  • Understand issues currently being raised by the IRS in estate and gift tax audits
  • Provide strategies for preemptively addressing these issues at the estate planning level

9:30 AM – 10:45 AM PDT

EST2416. Real Estate Taxation Affecting Estates, Gifts, and Trusts

Michael Haas

- President | Haas and Dawe, An Accountancy Corporation

This session will cover beyond the basics of real estate taxation: sales price less basis and expense of sale. We will delve into various IRC sections that dictate how the holding of and sale of real estate by an estate and trust are treated. We will explore the rules for making gifts of real estate both before and after death. We also will spend time reviewing the computation of basis and how it matters which state the owner, grantor, or decedent lives (lived) in.

We also will look at how IRC section 1031 still works relative to the disposition of real estate.

In addition, we will look how Form 1041 reporting differs from Form 1040 – both in respect of before death (grantor trust) and after death by an estate and an irrevocable trust.

We also will discuss installment sales of real estate both before and after the death of the holder of the installment note dealing with income in respect of a decedent.


Learning Objectives:

  • To discuss the impact of real estate transactions on estates and trusts from a planning standpoint and on the ultimate taxation of the transaction.
  • To delve into tangential concepts and ideas that touch real estate taxations such as 1031 deferred exchanges and state tax withholding situations that then drop down to beneficiaries or heirs.
  • To dig into the trust document or the will to see how the real estate is to be handled from a vesting standpoint that ultimately can affect how the taxation on the sale of the real property is treated.

9:30 AM – 10:45 AM PDT

FIN2412. Finance Function Transformation and Digitization

Rachael Crump

- Principal Accounting Officer | Insight Enterprises

9:30 AM – 10:45 AM PDT

9:30 AM – 10:45 AM PDT

PFP2434. Editors Choice - Journal of Wealth Management

Michael Finke

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

9:30 AM – 10:45 AM PDT

PFP2435. Session to be Announced

Michael Kitces

- Chief Financial Planning Nerd | Nerd's Eye View

9:30 AM – 10:45 AM PDT

PFP2436. What to do When Your Insurance Company says "No"

Thomas Tillery

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

Jimmy Williams

- CEO and Senior Wealth Advisor | Compass Capital Management, LLC

Leonard Wright

- Wealth Management Advisor | Northwestern Mutual

Our world has been stricken with catastrophic events and suffered perils in the past few years that have people questioning their protections.  This session will assist the participant by providing guidance and information pertaining to the appeals process for various coverages when claims have been denied.  The speakers possess significant experience in the claims and appeals process to facilitate better results for your clients.  After this session, participants will be more confident in providing risk management services for their clients.


Learning Objectives:

  • Participants will gain valuable knowledge on the types of coverages and the exclusions typically contained within insurance policies.
  • How to file an appeal with your carrier and efficiently utilize the process to seek better outcomes for your clients.
  • Why you should be performing this valuable service for your clients - save money and, more importantly, frustrations for them.

9:30 AM – 10:45 AM PDT

PRA2419. Offshoring Lessons Learned

Phuong Dung Nguyen

- Founder & CEO | Yogi CPA

Terrell Turner

- Managing Partner | TLTurner Group

Kane Polakoff

- National Practice Leader, Client Accounting Advisory Services | UHY

9:30 AM – 10:45 AM PDT

TAX2415. Hot S-Corp Issues

Tony Nitti

- Partner - National Tax | EY

9:30 AM – 10:45 AM PDT

TAX2416. Advanced Education Planning: From 529 Plans to Student Loan Forgiveness

Ross Riskin

- Chief Learning Officer | Investments & Wealth Institute

Due to the rising costs of higher education and all-time high student loan debt levels, clients from all generations are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding, financial aid, and student loan planning processes. This session will take a deeper dive into the many facets involved in the education planning process and will focus on the tax consequences that arise at almost every stage. From identifying the tax benefits available to individuals and families who are currently saving for college to implementing a distribution strategy for those who are currently paying for qualifying education expenses. This session will also address how tax planning can impact student loan repayment strategies under the various income-driven repayment plans and will discuss the financial and tax implications associated with student loan forgiveness from both federal and state income tax perspectives. In this presentation, Dr. Riskin will share creative education planning strategies you can use with different types of clients across the income and wealth spectrum. In addition, Ross will also cover relevant changes from recently passed and proposed legislation and identify trends so you can stay ahead of the curve for your clients.


Learning Objectives:

  • Compare and contrast the tax benefits associated with different education savings vehicles and understand how distributions can be strategically managed to preserve tax-efficiency
  • 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
  • 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

9:30 AM – 10:45 AM PDT

TAX2417. It's All Foreign to Me - International Tax Reporting and Disclosures

Stephanie Chapman

- Director, International Services | Belfint, Lyons & Shuman, P.A.

Back for a second year! International tax reporting is unavoidably now a part of our everyday tax practices. As the compliance requirements continue to become more extensive and complex, practitioners are finding themselves struggling to keep up, uneasy with potentially significant penalties, and unsure how to advise their clients. In this session, I'll highlight the most common international tax forms, emphasizing those with high noncompliance penalties, and identify common errors on our most-used international reporting forms.


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

9:30 AM – 10:45 AM PDT

TCH2413. Profit in Precision: The Direct Link Between Data Governance and Value Creation

Danny Green

- Director | CrossCountry Consulting

Modern data governance requires an holistic approach across Finance,  Risk, IT and other departments. It can be a daunting, unattractive pursuit. With the right methodology and an approach that is laser focused on creating value for the business, data governance can be achieved in manageable phases that generate return on investment every step of the way.


Learning Objectives:

  • Learn how to take a value based approach to Data Governance
  • Learn how to operationalize Data Governance across people, process & technology

9:30 AM – 10:45 AM PDT

TCH2414. The Evolving Role of the CIO/CTO - A Panel Discussion

Byron Patrick

- VP, Client Success | B3 Method Institute

Amanda Wilkie

- Consultant | Boomer Consulting, Inc.

Jeremy Schroeder

- Principal - Technology Leader | Pinion

Bob Fink

- CIO, Shareholder | Honkamp, P.C.

In today's dynamic business landscape, the role of Chief Information Officer (CIO) and Chief Technology Officer (CTO) is undergoing a profound transformation. As organizations strive to stay competitive in the face of rapid technological advancements, these executive leaders find themselves at the forefront of innovation, driving digital transformation, and shaping the future of their companies. Join us for an insightful panel that delves into "The Evolving Role of the CIO/CTO." This session will explore the shifting responsibilities, challenges, and opportunities that CIOs and CTOs face as they navigate the complex intersection of technology and business strategy.


Learning Objectives:

  • Differentiate the evolving roles of CIOs and CTOs
  • Identify the challenges facing strategic technology leaders in the accounting profession
  • Understand the benefits of having a strategic focused technology leader in your organization

9:30 AM – 10:45 AM PDT

TPR2413. Beyond the Checklist: Real-world Findings and Lessons from SOC Audits - Insights for Practitioners (SOCcer players)

Sean Linton

- Partner | EisnerAmper, LLP

Audrey Katcher

- Partner | RubinBrown, LLP

Move beyond theoretical knowledge and immerse in the practical side of SOC audits. Gain insights from real audit findings, fostering a deeper understanding for practitioners.


Learning Objectives:

  • Analyze findings and root causes.
  • Analyze the impact of findings to principle service commitments and system requirement's, trust services criteria
  • Choose the next question to ask - the 5 whys

10:45 AM – 11:05 AM PDT

11:05 AM – 12:20 PM PDT

DCPA2408. Women in Tax Ignite – Advisory Tax Throwdown

Suzy Soo

- VP SAP Business Development | Vertex Inc.

Keela Ross

- Director, SALT | Wipfli LLP

Christina Wiseman

- Product Marketing Manager, Tax & Advisory | CPA.com

Diane Yetter

- President and Founder | Sales Tax Institute & Yetter Tax

April Walker

- Lead Manager, Tax Practice & Ethics - Tax Section | AICPA

11:05 AM – 12:20 PM PDT

EDG2413. Style Shakeup: Leaders Unplugged

Kathryn Horton

- President | Kathryn K. Horton CPA PA

Alexandria Romero

- Director of Finance | City of Pueblo

Jaclyn Badeau

- President | Badeau Consulting, LLC

Knowing the best way to lead a team can be challenging. You likely are inundated with leadership training and articles that leave you wondering, what best is the approach for me? 

In this session, you will learn from 3 leaders that have used different leadership styles throughout their careers. Some of them have worked, while others did not. We will share our experiences and explore what the different leadership styles are, and the pros and cons of each. 


Learning Objectives:

  • Identify what leadership style will be most effective for you.
  • Understand the difference between leadership styles.
  • Adapting your leadership style to an array of situations, positions, and scenarios.

11:05 AM – 12:20 PM PDT

ENG2445. Mental Health (PFP, PRA, EDG, FIN)

Andrea Millar

- Founder | Andrea Millar Life Planning

11:05 AM – 12:20 PM PDT

ENG2446. Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST)

Justin Miller

- Partner and National Director of Wealth Planning | Evercore Wealth Management

How can advisors help families avoid the “shirtsleeves to shirtsleeves in three generations” phenomenon? Not only is it important to prepare the money for the family, but it also is important to prepare the family for the money. This seminar will present the common characteristics of families who have successfully transferred their values—in addition to their wealth—to future generations and will provide examples of practical planning techniques that have helped such families build lasting legacies.


Learning Objectives:

  • Understand the challenges for families attempting to transfer wealth to future generations.
  • Identify opportunities to minimize the impact of federal and state income taxes on trusts and estates while preserving family harmony.
  • Determine ways to help clients align their tax planning strategies with their values to create a lasting legacy.

11:05 AM – 12:20 PM PDT

EST2418. Putting It On & Taking It Off (Planning with No, Low, and “Negative” Basis Assets)

Paul Lee

- Chief Tax Strategist | Northern Trust Company

This presentation will discuss innovative tax basis management techniques that strip, shift, create, concentrate, and maximize basis where it can be of most benefit to taxpayers. The discussion will include: (i) maximizing and multiplying the “step-up” in basis; (ii) upstream planning and powers of appointment to create basis; (iii) using partnerships to move basis to where you want it; (iv) the upside of leverage; and (v) novel uses of grantor trusts and disregarded entities in basis management.


Learning Objectives:

  • Learning techniques that allow taxpayers to maximize the "step-up" in basis at death and move that basis to another asset.
  • Understanding when partnerships should avoid a section 754 election to capture and concentrate basis in other ways.
  • Using powers of appointments and upstream planning to get basis from other people.
  • How to use partnerships to do tax free "basis shifting."

11:05 AM – 12:20 PM PDT

EST2419. Estate Planning for a Non-Citizen

Brittany Cicero

- Director | PWC

David Mohel

- Principal | PricewaterhouseCoopers

This session will the cover basic rules of U.S. estate taxation of a U.S. nonresident/non-citizen and will also discuss potential planning techniques that may be applicable to such taxpayers.


Learning Objectives:

  • Discuss basic estate taxation for nonresident/noncitizens
  • Discuss basic estate planning techniques for nonresident/noncitizens
  • Discuss basic implications of U.S. estate tax tries as it applies to nonresident/noncitizens

11:05 AM – 12:20 PM PDT

NAA2429. Scaling GAAS to Every Audit

Mike Manspeaker

Michael Brand

- Member | BMSS, LLC
Auditor's often struggle to scale GAAS on audits of smaller, less complex entities. This session will provide guidance on how to effectively and appropriately scale the standards and maintain audit quality.

Learning Objectives:

  • Show what areas of the audit standards can be scalable
  • Show how to document the required considerations of the standards when scaling them
  • Show how to ensure compliance with the standards while building in efficiencies

11:05 AM – 12:20 PM PDT

NAA2430. PCC Forum

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

The Private Company Council (PCC) helps improve the financial accounting and reporting standards for private companies and evaluates whether private company alternatives to existing GAAP are necessary. The PCC takes a proactive approach to its mission and conducts robust outreach with private company stakeholders through a variety of channels, including events like this one. Participants will learn about the current activities of the PCC and how its input helps the FASB develop standards that provide more relevant information to users of private company financial statements. This interactive, town hall-style forum will provide participants the opportunity to directly engage with PCC members, FASB members, and FASB staff by asking questions and providing feedback on the PCC’s current and future agenda and on how financial reporting for private companies might be improved.


Learning Objectives:

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

11:05 AM – 12:20 PM PDT

11:05 AM – 12:20 PM PDT

PFP2438. Best ideas panel - Retirement

Michael Finke

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

Michael Kitces

- Chief Financial Planning Nerd | Nerd's Eye View

11:05 AM – 12:20 PM PDT

PRA2420. Tax Season Debrief

Chet Buchman

- Managing Partner | Swindoll, Janzen, Hawk & Loyd, LLC

Nicole Davis

- Founder and Chief Hello Officer | Butler-Davis

Matthew Wilson

- Partner | Wilson Ivanova Certified Public Accountants Inc.

11:05 AM – 12:20 PM PDT

TAX2418. Activities of the AICPA Individual & Self Employed TRP

Amie Kuntz

- National Tax Partner | RubinBrown LLP

Annette Nellen

- Professor, MST Program Director | San Jose State University

Work of the volunteers serving on the AICPA Individual & Self Employed (ISET) Technical Resource Panel involved the §199A deduction, PTET regimes, 1099-K, digital assets, disaster relief, key individual developments and more. This session reviews the AICPA's tax advocacy work in the past year, tax issues on the TRP's agenda and key tax developments they are monitoring.


Learning Objectives:

  • To identify advocacy projects the AICPA ISET TRP has been working on and monitoring.
  • To explain how advocacy letters can be useful to members.
  • To explain key tax issues affecting individual and self-employed taxpayers including information reporting, PTET, digital assets and the impending expiration of numerous TCJA provisions after 2025.

11:05 AM – 12:20 PM PDT

TAX2419. R&D Tax Credit Introduction: HUGE Cash Savings for Taxpayers

Tyler Collins

- Partner | Withum

This session will cover the fundamentals of the Research and Development (R&D) Tax Credit. Topics include history and recent developments, project qualifications, calculating the benefits, the chronology of a typical project, and common issues.  We'll also discuss the implications of 174. 


Learning Objectives:

  • Demonstrate how R&D tax credits benefit taxpayers
  • Explain the types of activities that qualify for the credit
  • Explain the types of expenditures that qualify for the credit
  • How to identify R&D tax credit opportunities

11:05 AM – 12:20 PM PDT

TCH2415. What's in My Bag

Marc Staut

- Chief Innovation &; Technology Officer | Boomer Consulting, Inc

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


Learning Objectives:

  • Learn about practical technology you can deploy today
  • Look at what technologies are coming soon that may impact your technology strategy
  • Learn about technology to support and empower your employees.

11:05 AM – 12:20 PM PDT

TCH2416. Continuous Monitoring through Analytics and RPA

Peter Stoyas

- Internal Audit - Data Analytics & Innovation | Morgan Stanley

Jason Mathews

- Executive Director - Internal Audit Data Analytics, Innovation, & Automation | Morgan Stanley

11:05 AM – 12:20 PM PDT

TPR2414. Unlocking Potential: Strategies to Extract Maximum Value from SOC Reports

Sean Linton

- Partner | EisnerAmper, LLP

Steven Ursillo

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

Join us for an in-depth discussion on simple strategies that can be used by service auditors and service organizations alike to transform a check-the-box SOC engagement into a highly collaborative, value-driving compliance program. 


Learning Objectives:

  • Identify under-utilized elements of SOC engagements.
  • Analyze strategies for value enhancement during a SOC engagement and throughout the year.
  • Identify the types of discussions between service auditors and service organizations that lead to effective, efficient and highly leveraged SOC programs.

12:20 PM – 1:15 PM PDT

1:15 PM – 2:30 PM PDT

EDG2414. Emotional Intelligence for Accountants: Navigating Emotions in the Workplace

Amber Setter

- Chief Enlightenment Officer | Conscious Public Accountants

In the dynamic and often high-pressure world of accounting, technical skills alone are not enough for success. Research has shown that emotional intelligence is a strong predictor of leadership effectiveness and performance. Professionals with high emotional intelligence are more likely to stay calm under pressure, resolve conflict effectively, and respond to others with empathy.

Through real-world examples and practical exercises, this session will provide attendees with actionable insights to enhance their emotional intelligence, unleash their performance, and ultimately contribute to their professional success and personal well-being.



Learning Objectives:

  • Unpack the fundamentals of emotional intelligence
  • Explore the intersection of self-awareness and leadership effectiveness
  • Learn how to gather feedback from peers, subordinates, and supervisors to enhance self-awareness
  • Identify your areas for growth

1:15 PM – 2:30 PM PDT

ENG2447. Washington Update (EST, TAX)

Mark Peterson

- Executive Vice President - Advocacy | Association of International CPAs

The political landscape is changing faster than ever, as the presidential and congressional elections approach. This session will cover the major political topics of 2024 and their impact on various issues affecting the profession, including tax and other profession-related policy issues in the United States and around the world, along with an update on AICPA's advocacy efforts.


Learning Objectives:

  • Recognize the connection between the current political landscape and profession-specific issues.
  • Identify the major issues that are currently being followed on behalf of the profession.

1:15 PM – 2:30 PM PDT

ENG2448. Decoding 402: Insights from SAS 145 Understanding User Auditor Needs (TPR, NAA)

Patrick Morin

- Principal - Information Systems and Risk Assurance | Baker Newman & Noyes

Chris Halterman

- Managing Director | Ernst & Young LLP

1:15 PM – 2:30 PM PDT

ENG2449. Cyber Chat with Federal Law Enforcement (TCH, FIN)

Robert Bohls

- Section Chief, Cyber Operations Support | FBI

Paul Perry

- Member | Security, Risk and Controls Practice Area Leader | Warren Averett LLC

This session will provide attendees an opportunity to understand the continuing and new changes to the cybersecurity landscape with a member of federal law enforcement. After a brief discussion, we will hold a fireside chat with the Agent as to how these threats impact the accounting profession and our work and advisory with our clients.


Learning Objectives:

  • Recognize the current state of cybersecurity threats facing the businesses you serve
  • Determine how to work with federal law enforcement to combat and respond to those threats

1:15 PM – 2:30 PM PDT

NAA2431. Change Management: Preserving What Has Been Built While Staying Relevant

Jessie Kanter

- Partner-in-Charge of Methodology & Innovations | Citrin Cooperman

Ericka Racca

- Director, Audit Professional Services | CPA.com

One of the biggest hurdles of any transformation is managing change within your organization. It’s vital to keep up with trends and keep your firm at the forefront of the profession, but it can also be difficult for your staff to leave behind familiar practices. Join our session for tips on managing change within your audit practice without sacrificing your staff’s morale.


Learning Objectives:

  • Identify strategies for managing change within your audit practice without sacrificing your staff’s morale.
  • Recognize the importance of keeping up with trends and demands facing the profession, while keeping your firm at the forefront.

1:15 PM – 2:30 PM PDT

PFP2439. Investment Best Ideas Panel

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

1:15 PM – 2:30 PM PDT

PFP2440. Reviewing Trusts with a PFP/TAX Mindset

Steven Siegel

- President | The Siegel Group

1:15 PM – 2:30 PM PDT

PRA2421. Elevating Your Client Experience - Creating a WOW factor for clients

Twyla Verhelst

- Head of Accountants | FreshBooks

Barbara Richardson

- CPA | SpringWell Financial Solutions

Dive into this session designed for accountants who are looking to elevate their client experiences. This session isn’t about theory; it's about implementing actionable strategies to revamp your client experience, making it truly valuable and unique. We’ll explore ready-to-implement methods that will level-up any practice, including:

  • Workflows that streamline the client journey from onboarding to ongoing management

  • Checklists to help optimize each client interaction point

  • Tips and tricks from practitioners who have made their client experiences unique

Get a front-row seat and hear compelling examples from firms that have successfully redefined interactions with clients. Learn from their successes, understand their strategies, and get inspired to implement change in your own practice. Shape a client experience that sets you apart and propels your practice into the future of accounting.


2:45 PM – 4:00 PM PDT

ENG2450. Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (EST, PFP, TAX)

Martin Finn

- Partner | Lavelle and Finn, LLP

Paige Goepfert

- Managing Director | Andersen

Daniel Moore

- Owner | D.T. Moore & Company

Jimmy Williams

- CEO and Senior Wealth Advisor | Compass Capital Management, LLC

An esteemed panel of Tax Strategies, Advanced Personal Financial Planning and Advanced Estate Planning conference committee members will provide attendees with the most current planning strategies to discuss - and immediately implement - with clients.


Learning Objectives:

  • Review the most important planning strategies to discuss with your clients given the current state of tax, estate and personal financial planning and potential changes with an election looming.
  • Outline the top tax strategies to implement before year end.
  • Discuss top planning topics that need to be considered with your clients on an annual basis.

2:45 PM – 4:00 PM PDT

ENG2451. The Data-Driven Landscape: Mastering BI & Analytics with Industry Leaders (TCH, FIN)

Clifton Oertli

- President & CEO | NEI Electric Power Engineering

David Konigsberg

- Director of Information Technology | NEI Electric Power Engineering Inc.

Thom Amiot

- CFO | NEI Electric Power Engineering

Jim Gilbert

- Managing Principal | Jim Gilbert, CPA LLC

This session is an ideal opportunity for CPAs looking to deepen their understanding of BI and data analytics, particularly those working within or alongside client organizations. Whether you're aiming to spearhead a new BI initiative or refine an existing system, the knowledge shared here will be invaluable for enhancing decision-making, optimizing operations, and driving financial performance in the increasingly data-focused world of business.


Learning Objectives:

  • Develop strategies for adapting to a data-centric culture within an engineering firm's operations and finance teams.
  • Real world approaches and strategies for data storage, pipelines, data definitions, and data visualization.
  • This session is an ideal opportunity for CPAs looking to deepen their understanding of BI and data analytics, particularly those working within or alongside client organizations.

2:45 PM – 4:00 PM PDT

ENG2452. The First 90 Days as a New Leader (FIN, EDG)

Jessica Iennarella

- Chief Financial Officer | State Bar of Arizona

Kristine Lemanski

- CFO | AssuredPartners Aerospace

J Bachrach

- CFO | Fusion Power

So many  are promoted to a manager or leader position without formal development or training. Join this session to listen to a panel of experts at different levels of leadership discuss their suggestions for your first three months as a new leader. We'll hear about some of the mistakes they made early on and discuss some better approaches.  

2:45 PM – 4:00 PM PDT

NAA2432. EAQ Update

Dave Arman

Carl Mayes

- Vice President - Audit & Accounting Quality | AICPA & CIMA

2:45 PM – 4:00 PM PDT

PRA2422. Alternative Partner Compensation Models

Jonyce Bullock

- CEO | Squire & Company,PC