Learning Objectives:

• You will discover how to use these tools to automate tasks and processes.
• Help you to automate tasks, improve efficiency, and make better decisions with GenAI
• Teach you how to use these tools to achieve your professional goals.
• Designed for accounting and finance professionals who are interested in learning how to use ChatGPT and Gemini

Learning Objectives:

• Understand the basics of common estate planning techniques.
• Take home a mathematical framework to help clients structure plans.
• Become collegially conversant in estate tax jargon.
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Learning Objectives:

• Move from advisor/ technician to coach. As knowledge is commoditized by AI, CPAs need a new value proposition. Learning how to engage others and help them find their own answers is key.
• How to ask great questions. The results we get are from the choices we make. The choices we make are from the questions we ask. Come learn how to ask great questions. The kind that inspire others to achieve the best version of themself or their company.
• Bring fresh new growth ideas into your business. Discover the power of community to expand your thinking.
• Experience creativity in action. Consider how you might bring more creativity into your work and firm.

Learning Objectives:

• Learn how to structure a buy sell agreement
• Learn how the Connelly decision impacts buy sell agreements
• Learn how to fund buy sell agreements with life insurance

Learning Objectives:

• Understand the Importance of Ownership: Explore why taking ownership of tasks and responsibilities is crucial for personal growth and organizational success.
• Identify Barriers to Ownership: Recognize common obstacles that prevent individuals from fully embracing responsibility.
• Learn Strategies for Cultivating Ownership: Discover practical techniques to foster a culture where everyone feels accountable and empowered.

Learning Objectives:

• Explain the significance of a brand and how it differentiates from a professional reputation.
• Gain insights to creating value-add relationships that expand your professional network and open doors to new opportunities.
• Explore techniques for effectively networking in-person and also by leveraging virtual platforms to further expand your reach.

Learning Objectives:

• Understand the Differences Between SOC 1 and SOC 2 Reports
• Understand and Evaluate the Key Components of SOC Reports
• Practical Application Best Practices for Assessing SOC Reports

Learning Objectives:

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

Learning Objectives:

• 1. Demonstrate efficient sampling strategies and some impediments to efficient performance.
• 2. Illustrate how the Audit Risk Model can be used in strategy development and documenting support for your audit.
• 3. Illustrate effective vs ineffective documentation support.

Learning Objectives:

• Participants will receive key insight into the drivers of todays most financially successful Firms
• Participants will have key takeaways that they can implement in their firms to enhance their Firm's Profitability

Learning Objectives:

• Recognize how onboarding can help reduce the risk of misunderstandings, miscommunications and misrepresentations.
• Identify potential on-boarding protocols and processes when bringing on a new client.
• Select on-boarding protocols and processes that are appropriate for your firm’s structure, areas of practice and client profile.

Learning Objectives:

• Understand and apply new rulings and cases to client matters.
• Identify trends in real estate taxation

Learning Objectives:

• Demystify essential technical terms and concepts needed to make your first API connections.
• Guide you through a live build where we'll connect to multiple APIs using Power Query.
• Demonstrate how to load this data into Power BI to create insightful and interactive dashboards.

Learning Objectives:

• Understand what keeps CIOs up at nighht
• Understand common challenges shared by CIOs across the accounting profession
• Understand best practices for dealing with challenges
• Understand why it is important for CIOs to have a seat at the management table

Learning Objectives:

• Identify planning techniques suitable for specific client fact patterns.
• Differentiate between techniques that are suitable for income tax planning vs. estate or gift tax planning.
• Recognize the rules that apply to different charity types and asset classes.

Learning Objectives:

• Identify and distinguish underlying issues, fact patterns and liability arguments raised in recent accountant’s liability/malpractice court decisions.
• Identify current and evolving practice dynamics in CPA firms which may be affected by court cases involving accountant’s liability/malpractice.
• Recognize risk management strategies and how these strategies can help a CPA firm address its exposure to a future accountant’s liability/malpractice claim.

Learning Objectives:

• Identify ways to be successful leading neurodivergent talent on your team.
• Recognize the benefits of working with a broader range of humans.

Learning Objectives:

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

Learning Objectives:

• Identify the key topics auditors will focus on in the next 1-3 years
• Analyze the implications of complex transactions on internal and external needs
• Evaluate the importance of verifying data accuracy and completeness before providing it to auditors

Learning Objectives:

• Understand the key components of a QC program for SOC practices.
• Understand how the QC program is established and maintained, while also emphasizing the importance of assessing audit risk.
• Understand ways in which to design the program to reinforce expectations for engagement delivery and in anticipation of internal inspections and peer reviews.

Learning Objectives:

• Understanding the need for Privacy AI governance
• Key components of a Privacy AI governance framework
• Implementing Privacy AI governance policies and procedures, metrics and measurement
• How to stay up to date with AI governance practices and the regulatory environment

Learning Objectives:

• List 3 common challenges experienced by first year Partners
• List 3 strategies that can be utilized to better support new Partners through this challenging transition

Learning Objectives:

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

Learning Objectives:

• Identify three technology trends that will impact the accounting profession
• Select hardware and software that meets your practice's strategic and tactical needs
• Use one or more tools to analyze and extract meaningful information from complex license agreements

Learning Objectives:

• The attendees will understand the differences between special purpose frameworks.
• The attendees will understand the reporting requirements in AICPA Professional Standards when financial statements are prepared in accordance with a special purpose framework.
• The attendees will be aware of the common peer review findings for special purpose frameworks.

Learning Objectives:

• How do clients define success in retirement?
• Understand the emotional aspects of retirement and develop strategies to maintain purpose and connections.
• Identify and prioritize key financial decisions to be made in the years leading up to retirement, including optimal timing for Social Security benefits, healthcare coverage strategies, and integrating investments.
• Financial monitoring to keep clients on track post-retirement. (Monitoring cash flow and budgeting; short, mid, and long-term goals; common concerns)

Learning Objectives:

• To learn about current trends in CPA firm M&A.
• To learn about current trends in Private Equity's involvement in the accounting profession.

Learning Objectives:

• Understand how to start a cyber practice
• Understand how to grow a cyber practice
• Understand techniques used by audit teams to cross sell cyber services.
• Understand techniques used by tax teams to cross sell cyber services.

Learning Objectives:

• Identify and Understand Exclusion Mechanisms: Participants will be able to identify how current DEI initiatives may unintentionally exclude gay men and other LGBTQ+ individuals by focusing predominantly on gender, racial issues, and other aspects of marginalized communities. They will gain an understanding of Intersectionality, Internal Bias, and Majority Privilege and how they play in this exclusion.
• Develop and Implement Inclusive DEI Strategies: Participants will learn actionable strategies to broaden their DEI efforts to be more inclusive of all minority groups, including the LGBTQ+ community. They will also leave with practical tools and approaches to create a more supportive and equitable workplace for the LGBTQ+ community.
• Participants will learn from our stories and experiences and gain tips on how to navigate communicating with coworkers and clients who are in the LGBTQ+ community.

Learning Objectives:

• Learn how to communicate in a way that inspires confidence in your abilities.
• Learn the value of saying less and leave them wanting more.
• Identify the ways you are unknowingly sabotaging yourself.
• Gain greater self-awareness and tips for continuous improvement.

Learning Objectives:

• Participants will be able to identify and implement key strategies to foster a culture of development within their firm, including creating personalized development plans for staff, empowering employees with ownership of their growth, and establishing a mindset that encourages continuous learning and leadership development.
• Participants will gain practical tools and frameworks for delegating responsibilities, fostering critical thinking, and coaching staff at early stages of their careers, enabling them to build skills, take on leadership roles, and contribute to process improvement and client success within the firm.

Learning Objectives:

• Identify the key regulatory and reporting requirements for ESG, including their applicability and timing.
• Evaluate the implications of requirements on your own company, and companies in your ecosystem, as well as data requirements that can support effective ESG reporting and assurance readiness.
• Develop strategies to navigate the ESG landscape, preparing for compliance and leveraging ESG initiatives for potential organizational benefits and enterprise value creation.

Learning Objectives:

• Understand the role of a communication plan through a transformation project.
• Identify effective metrics to track, and goal ranges.
• Create the structure so the transformation leader is not the bottle neck in the transformation process.

Learning Objectives:

• Identify which health insurance options are available for early retirees
• Choose savings options that offer the most flexibility for funding healthcare costs
• Compare strategies to keep total costs down based on clients' individual circumstances

Learning Objectives:

• A basic understanding of lifecycle finance and the financial planning questions it answers.
• Awareness that Markowitz's mean-variance optimization approach has been expanded to become holistic household balance sheet optimization, with the ability to simultaneously determine target asset allocations for taxable, tax-deferred, and tax-exempt account types.
• A basis understanding of the alpha-tracking error optimization framework for implementing a target asset asset allocation with a mix of mutual funds and ETFs.
• Understand at a high level, how lifecycle finance, net worth balance sheet optimization, and alpha-tracking error can work in unison to provide hyper-personalized, ongoing financial planning with integrated investment management.

Learning Objectives:

• Why you should ask about your client’s investments even if you don’t provide "investment advice”.
• Participants will develop skills in asking open-ended questions to uncover clients' financial goals, risk tolerance, and investment preferences, which will help them guide discussions and refer clients to experts as needed.
• How to use the tax return to help shape investment decisions with investment advisors.
• Attendees will gain a foundational understanding of how investments fit into the broader context of clients' financial plan, including retirement, tax planning, and wealth accumulation.

In this dynamic session, discover the essential strategies and tools needed to develop a thriving client advisory services (CAS) practice. We'll explore how to harness technology, optimize processes, and enhance client relationships to drive growth and innovation. This session will introduce forward-thinking approaches for performance measurement and evaluating the success of the practice, beyond traditional metrics like hours billed and realization rates. Whether you're just starting out or looking to elevate your existing practice, this session offers actionable insights to help you focus on value creation, client satisfaction, and strategic impact.

Learning Objectives:

• Know that the future of CAS is built on the efficiencies gained from technology and standardizations.
• Consider alternative metrics for defining CAS success, such as net client fees per professional, annual client revenue, and staff and client satisfaction.
• Understand the spectrum of services available under the CAS umbrella, and look for opportunities to generate revenue and add value by offering more business insights level services.

Learning Objectives:

• Identify Common Obstacles in SOC Engagements
• Develop Strategies to Overcome Engagement Obstacles
• Enhance SOC Report Evaluation Skills
• Have Fun!

Learning Objectives:

• SEC Cyber disclosure rule requirements of public companies.
• Materiality regarding cyber incidents.
• The information investors are learning from the cyber disclosures.

Learning Objectives:

• Outdated processes and inefficient technology on employee frustration and burnout, emphasizing the transformative potential of new and improved technologies for streamlining business processes and creating capacity.
• Navigating the delicate balance between technological evolution and the professional growth and development of the team.
• Aligning these changes to result in heightened engagement, satisfaction, and ultimately, increased retention.

Learning Objectives:

• Identify ways to advance diversity, demonstrate equity and create a culture of inclusion in the workplace.
• Demonstrate strategies for tying DEI efforts to business outcomes
• Recognize how the right DEI initiatives can fuel your business growth

Learning Objectives:

• Understand the Role of Emotional Intelligence in the Evolving Workplace- Discover why emotional intelligence is becoming a non-negotiable skill as AI takes over technical tasks, and how it can give accounting and financial professionals a competitive edge.
• Learn Strategies to Recruit and Retain Top Talent - Explore actionable techniques to attract and retain high-performing teams by leveraging emotional intelligence and fostering a culture that prioritizes human connection.

Learning Objectives:

• Identify key risk areas for the successor trustee.
• Rules of thumb re trustee compensation.
• The annual account is not a court accounting.
• UPIA matters: Manager Selection, Delegation and Monitoring.

Learning Objectives:

• Unveil the Impact: Explore how misalignment leads to team dissatisfaction and client attrition, and discover the health and financial implications.
• Recognize the Signs: Learn to identify subtle cues indicating misalignment within your firm, team, client base, and even yourself.
• Strategies for Success: Gain actionable insights on how to align your firm’s values, synchronize team objectives, enhance client satisfaction, and foster personal fulfillment as a business owner.

Learning Objectives:

• Gain practical tools and actionable strategies to recognize, prevent, and respond to the most common cybersecurity threats targeting tax professionals, including phishing, ransomware and email scams.
• Learn the step-by-step process to identify a data breach, contain the damage, notify clients and comply with IRS regulations and data security laws, ensuring minimal disruption to your practice.
• Master cyber hygiene best practices and implement safeguards to protect sensitive client data, fortify your reputation and future-proof your practice against evolving threats.

Learning Objectives:

• Learners will gain an understanding of the different tax benefits gained by type of asset donated to different types of entities.
• Learners will appreciate the importance of proper donor acknowledgment and qualified appraisals
• Learners will gain an understanding of different charitable vehicles
• Learners will gain a basic understanding of private foundation prohibitions when dealing with disqualified persons.

Learning Objectives:

• LO1: Identify strategies that can be used to obtain and retain top talent within the accounting profession while navigating barriers faced by our rising talent.
• LO2: Identify your current style of leadership and determine how that relates to you taking on the role of a servant leader.
• LO3: Recognize leadership traits that are imperative to creating an inclusive work environment and people first culture.
• LO4: Identify a list of actions that a servant leader takes to support their team members and reminders in how to change your mindset and current leadership style to be a true servant leader.

Learning Objectives:

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

• Understand the Basics of Power Query and Power BI Gain an introduction to these powerful tools and see how they simplify data preparation and visualization for accounting tasks.
• Explore Data Transformation with Power Query Watch a live demonstration of how Power Query cleans, merges, and organizes financial data from multiple sources in minutes.
• Create Interactive Dashboards in Power BI Learn how to build real-time dashboards that turn raw accounting data into clear, actionable insights.
• See Automation in Action for Accounting Workflows Discover how Power Query and Power BI work together to replace repetitive manual processes, saving time and improving accuracy.

Learning Objectives:

• Recognize currently effective standards and current standard setting activities
• Identify available resources

Learning Objectives:

• What are the financial and non-financial considerations in end-of-life planning?
• What is the difference in Palliative Care and Hospice and what questions should you ask?
• Develop Strategies for Communicating Financial and Non-Financial Options with Loved Ones and Families.
• Financial/Estate preparation in the month(s)/year(s) prior to and after a person has passed.

Learning Objectives:

• Provide guidance on searching outside the traditional channels for recruitment.
• Developing a system for onboarding this non-traditional talent.

Learning Objectives:

• 1. To understand what it takes to get a state to accept a taxpayer’s change of residence.
• 2. To appreciate the tax implications of moving to a low- or no- tax state.
• 3. To identify certain traps for the unwary.

Learning Objectives:

• Learn how implementing trust and estate planning strategies in advance of a business sale can reduce gift, estate, and generation-skipping transfer taxes.
• Identify planning opportunities prior to a liquidity event to maximize the available Section 1202 qualified small business stock (QSBS) exclusion.
• Understand the potential benefits and limitations of various charitable planning strategies before a closing transaction is a virtual certainty.

Learning Objectives:

• Understand the Fundamentals of Data Extraction: Learn how to efficiently gather and organize client data from various systems to prepare for analysis.
• Master Data Modeling Techniques: Explore best practices for designing data models that meet audit requirements and ensure accuracy.
• Create Insightful Reports and Analytics: Discover how to use PowerBI to build interactive dashboards and reports that add value to the analysis process.
• Enhance Efficiency and Insights: Understand how data analytics and visualization can streamline workflows and identify key insights.

Learning Objectives:

• Understand the critical components of developing a comprehensive business plan for a new CPA firm.
• Learn the process of selecting the appropriate business structure that aligns with your firm’s goals and legal requirements.
• Identify the necessary licenses and certifications required to establish a CPA firm and ensure compliance with regulatory standards.

Learning Objectives:

• Understand how to manage a technology vendor relationship
• Understand best practices around technology vendor contract negotiations
• Understand best practices around dealing with conflict in technology vendor relationships
• Understand how to deal with technology vendor relationships that have become challenging.

Learning Objectives:

• Identify key elements of high-quality financial data and understand how to ensure data integrity for forecasting purposes.
• Evaluate and select appropriate financial and operational drivers to improve forecast accuracy and relevance.
• Develop clear and actionable forecasts that support strategic decision-making and communicate insights effectively to stakeholders.
• Apply scenario planning techniques to anticipate risks, opportunities, and the impact of external factors on financial outcomes.

Learning Objectives:

• 1 Learn about common recognition and measurement risks related to revenue recognition for private companies.
• 2. Illustrate the various audit strategies and their impact on auditing Revenue.
• 3. Demonstrate how industry and entity revenue recognition differences require strategy modifications

Learning Objectives:

• Attendees will understand the recent changes to auditing standards related to going concern.
• Attendees will understand how to use technology when performing procedures related to going concern.

Learning Objectives:

• Understanding the two primary pathways into Medicare: traditional Medicare with Part D and Medicare Advantage plans to make a more informed decision.
• Understanding critical decisions to be made within the two primary pathways, identifying potential risks and opportunities within them, relative to the individual..
• Understanding the costs associated with healthcare in retirement to better plan for them, including what is covered and not covered under Medicare.

Learning Objectives:

• Understand the tax and financial planning issues involved in the administration of a client's estate.
• Understand the tax compliance issues faced in the administration of an estate.
• Understand how the CPA can provide value to the family in the administration of a client's estate.

Learning Objectives:

• Distinguish the aspects of tax dispute resolution that may be performed by a non-attorney tax professional from those that require a lawyer.
• Understand when involving a lawyer may be necessary to protect your client's rights.

Learning Objectives:

• Gain insight into how AI, automation, and tools like ChatGPT are transforming the accounting profession and why human skills are more important than ever.
• Understand the 5 leadership skills that will have a positive impact on your career and trajectory in the world of technological advances.
• Learn strategies to continuously develop, harness, and integrate the essential human skills of critical thinking, creativity, empathy, strategic vision, and interpersonal relationships to stay competitive and succeed in the evolving business landscape.

Learning Objectives:

• Gain insights into the unique financial and emotional challenges faced by individuals divorcing after 50, enabling them to effectively address the specific priorities and concerns of gray divorce clients.
• Learn advanced techniques for equitable distribution of assets and understanding tax implications, including Social Security considerations and community property laws, to minimize tax burdens for their clients.
• Learn best practices for comprehensive financial assessment and strategic planning in gray divorce, focusing on critical decisions regarding asset retention, healthcare planning, and fostering collaboration with legal professionals.

Learning Objectives:

• Understanding the numerous reasons why planning is critical for those with estates under $13 million and how planning could be impacted under the new administration.
• Understanding and advising clients on the various post-mortem tax elections, and why the portability election could be a game changer.
• Understanding the various elections available when filing the decedent's final income tax return, including business elections when the decedent was a partner or S corporation shareholder.

Learning Objectives:

• Improve effectiveness of corporate strategy and culture
• Recognize the common styles, motives, and traits of leaders, followers, and amplifiers
• Identify the tools needed to scout for Amplifiers at their own organization and empower them to drive improved team performance
• Formulate a plan for how to best leverage their organization’s amplifiers, leaders, and followers to achieve outcomes for the financial health of the organization

Learning Objectives:

• Be able to apply SAS No. 143 to accounting estimates of differing levels of complexity.

Learning Objectives:

• To understand the basics of long-term care and Medicaid planning and how one's clients can become eligible.
• To understand the income tax issues involved in elder care planning, including the basis and capital gains tax issues.
• To understand the interplay between estate taxation, income taxation and elder care planning.
• To understand how planning for long-term care can impact your clients financially and legally.

Learning Objectives:

• Identify the unique planning considerations of clients without children
• Differentiate the strategies and pitfalls that non-traditional life paths require
• Determine areas of planning that require more focus and those that are less relevant

Learning Objectives:

• Indicate what it is like at a firm after a PE investment
• Identify the pros and cons of what it's actually like to work at the firm after a PE investment

Learning Objectives:

• Discuss actionable tips and strategies from experts to strengthen and optimize SOC reporting procedures for improved risk mitigation and regulatory compliance.
• Discuss common challenges and pitfalls in third-party risk management and SOC reporting processes, and develop mitigation strategies to address these issues effectively.
• Explore the role of emerging technologies such as AI and cloud computing in enhancing third-party risk management practices and streamlining SOC reporting procedures.

Learning Objectives:

• Identify opportunities and techniques to demystify taxes for financial advisory clients.
• Build a checklist of financial planning opportunities that can be identified directly from Form 1040.
• Explore best practices for building a tax return review process for financial planning purposes.

Learning Objectives:

• Recognize the fundamental shifts of workplace models and employee mindsets
• Identify the leadership skills that must evolve to ensure organizational success
• Drive conversations within your organizations about your readiness to compete in the world of workplace attraction

Learning Objectives:

• Understand the mechanics of Sunset.
• Understanding the general scope of potential reform.
• Understand the planning opportunities and traps for the unwary.
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Learning Objectives:

• Understand how a period of historically low interest rates has shaped estate planning and wealth transfer strategy over the last decade.
• Anticipate which estate planning techniques will remain effective wealth transfer mechanisms as interest rates rise.
• Discover which estate planning techniques will struggle as interest rates increase.

Learning Objectives:

• Recall fundamental risk-based changes introduced by SAS No. 149
• Identify key definitions and concepts related to group audits, including the responsibilities of auditors involved in a group audit
• Recognize important communications between the group auditor and component auditors or referred-to auditors

Learning Objectives:

• Describe how households should manage different types of risks
• Understand how households deploy their wealth to fund consumption in retirement
• Explore why many financial planning tools may not accurately portray the potential value of lifetime income strategies

Learning Objectives:

• Understand the evolving market evolution of GRC systems used to automate evidence collection.
• Understand the fundamentals of appropriate audit procedures that must still be maintained even when interacting the GRC systems.
• Understand inherent risks and need for specialize audit procedures to use evidence sourced through GRC systems.

Learning Objectives:

• Review the final broker reporting regulations to identify who is a broker, what is reported and how to reconcile the 1099-DA's to taxpayer records.
• Understand what will be reported on Form 1099-DA and what transactions involving digital assets will not be reported on a 1099-DA and the importance of clients maintaining excellent records of all digital asset transactions.
• Identify a tax preparer's due diligence actions needed to help clients with digital asset transactions to prepare an accurate tax return.

Learning Objectives:

• Describe the current IRS partnership enforcement landscape, and how it has evolved since BBA was enacted.
• Explain challenges with the AAR process and IRS audits and ways to navigate these challenges.
• Explain what the future of the BBA partnership audit looks like, and which changes could simplify the regime.

Learning Objectives:

• Identify different personality types and their characteristics.
• Recognize your own personality type and its impact on your career.
• Distinguish between work environments that energize or drain you.

Learning Objectives:

• Review and understand the current trends in the cybersecurity landscape
• Examine the internal and external cybersecurity related risks that organizations face
• Understand key action items that can be taken to reduce the cyber risks that your organization faces

Learning Objectives:

• Define and identify the various types of employee stock options.
• Understand and master the taxation of the different kinds of options.
• Explore planning tips for your clients with stock options.

Learning Objectives:

• Understand vendor risk landscape
• Understand current risks and threats
• Understand emerging risk and technologies that are coming
• Understand new and upcoming regulations related to this space

Learning Objectives:

• Identify traditional definitions of failure
• Distinguish your actions as successes versus failures

Learning Objectives:

• Identify many different ways that you can tap into the full potential of Microsoft 365.
• Identify a series of specific initiatives that you can implement to optimize Your Microsoft 365 ROI.

Learning Objectives:

• The impact of the high prevalence of burnout and mental health issues in the accounting profession, as well as actionable strategies for addressing them at the levels of individual, team, and firm.
• How to assess an individual’s own mental health situation and risk factors.
• Concrete steps that can be used to reduce stress and burnout to keep you, your team, and your firm healthy.
• How to implement mental wellness initiatives that benefit mental, emotional, and social health as well as the business metrics in the firm.

Learning Objectives:

• Understand the IRS's developing focus areas
• Understand how to position your client for audit success at the planning level, including how to minimize the effect of a privilege waiver

Learning Objectives:

• Understand how effective finance business partners help leaders make better decisions.
• Learn how to build, audit, and maintain professional relationships as a finance business partner.

Learning Objectives:

• 1. Identify and explain new evidence-gathering and documentation requirements under AU-C 315.
• 2. Illustrate efficient and effective ways to gather evidence to support your required risk assessment.
• 3. Demonstrate efficient and effective documentation techniques for compliance with AU-C 315.

Learning Objectives:

• Strategic Planning: Learn how to develop a comprehensive plan that prioritizes alignment and overlap across frameworks to reduce duplicative efforts.
• Procedure Design: Gain insights into designing flexible, repeatable audit procedures that accommodate multiple compliance requirements.
• Audit Efficiency: Explore practical techniques, tools and technology for streamlining engagement management, optimizing resource allocation, and managing budget considerations.
• Stakeholder Management: Understand how to effectively communicate and collaborate with internal and external stakeholders to ensure alignment, minimize friction, and meet audit deadlines.

Learning Objectives:

• Overview of current IRS Global High Wealth Program and LB&I or SBSE High Income Initiative enforcement priorities.
• Practical advice in representation of HNW and UHNW individuals and their related entities during an IRS examination or administrative appeal
• Understanding the significance of an IRS Global High Wealth Program specialized examination vs. a LB&I or SBSE High Income Initiative examination
• Effective dispute resolution techniques and strategies

Learning Objectives:

• Understand the strategic benefits of using an offshoring model.
• Identify practical tips and tricks on how to effectively use your offshoring program.

Learning Objectives:

• Recognize the Signs of Depression: Learn to identify the common symptoms of depression and how it can specifically impact CPAs.
• Encourage Open Dialogue: Create and promote a culture of openness and support where CPAs feel comfortable admitting mental health struggles.
• Explore Coping Strategies and Resources: Discover coping mechanisms and strategies to manage depression and gain knowledge about resources, support networks, and professional help.
• Break the Stigma!: Challenge and change any cultural stigma associated with CPA mental health issues.

Learning Objectives:

• Identify ways you can put the AI features of Microsoft 365 Copilot to work today.
• Recognize the range of AI features that Microsoft 365 Copilot has to offer.

Learning Objectives:

• Review the SECURE Act, focusing on the final regulations and guidance implementing the post-mortem distribution rules.
• Review “SECURE 2.0” focusing on the year-by-year rollout of changes.
• Explore the most recent developments and potential future reform.
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Learning Objectives:

• The importance of the human factor in change processes
• Key ingredients of successful change
• Additional challenges we face in the field of Finance when leading change
• Things to avoid when leading change

Learning Objectives:

• Identify business cash flow challenges and effective management strategies.
• Learn to provide impactful financing solutions to enhance client business growth and pay for expenses.
• Explore ways to integrate financing advisory services to enhance client relationships and firm revenue.

Learning Objectives:

• Overview of current IRS enforcement priorities, defensive strategies and dispute resolution strategies
• Understanding the significance of current IRS Compliance Campaigns and being prepared for examinations by specialized IRS examiners
• Practical advice in responding to IRS inquiries regarding taxpayers involved in complex transactions
• IRS enforcement efforts and the challenges ahead

Learning Objectives:

• Understanding the Interconnection of Client and Employee Experience: Participants will gain a comprehensive understanding of how client and employee experiences are intertwined within the professional services landscape. They will explore the reciprocal relationship between these dimensions and how improvements in one area can positively influence the other.
• Developing a Visionary Perspective for Alignment: Attendees will learn to cultivate a visionary perspective that aligns client and employee experiences with the strategic objectives of their organization. This objective emphasizes understanding industry trends and leveraging organizational vision to foster coherence between delivering exceptional client service and ensuring employee satisfaction.
• Creating Actionable Roadmaps and Collaborative Strategies: Participants will acquire practical skills in creating actionable roadmaps to enhance both client and employee experiences. They will also explore collaborative strategies for cross-functional leaders to effectively collaborate across departments and functions. This includes exploring best practices and communication techniques to elevate satisfaction and loyalty among both clients and employees, thereby contributing to sustained success in the evolving professional landscape.