ACCOUNTING & BOOKKEEPING THEATER

 

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ACCOUNTING & BOOKKEEPING THEATER, Tuesday 23 July 2019

Bob Green
09:00

Keynote Address: Success Factors for Digital Transformation

  • How the landscape of professional service firm technology is changing dramatically and how your firm’s success with embracing this evolution will impact your people and profitability
  • How to grow your team to evolve into these disruptive technologies and extract maximum efficiency
10:00

EXPO & NETWORKING BREAK

Jim Colville
ACCOUNTING & BOOKKEEPING THEATER
10:30

Cloud Accounting (1 CPE CREDIT)

Part 1: Successful Planning for Cloud Adoption

Part 2: Cloud Accounting and Excel: An Overview of Accounting Software and Excel in the Cloud
  • Cloud applications and Excel
  • How Excel has evolved
  • The future of Excel in the Cloud
  • Leader or laggard – how will you and your firm keep up?
  • Utilizing the Cloud to streamline workflow efficiency
Jim Colville, President, Jim Colville, CPA
Marie Phillips, Head of Accounting Practice, Gursey Schneider
Laura Chapman
ACCOUNTING & BOOKKEEPING THEATER
11:30

The productivity solution you didn’t know you had (1 CPE CREDIT)

  • How to reduce emails by 75% and communicate more efficiently by utilizing Microsoft teams
  • How to funnel all your communications into one channel that is easily searchable for streamlines communications
Laura Chapman, President, Chapman Business Services
12:30

EXPO & NETWORKING BREAK

Thomas Ohlgren
ACCOUNTING & BOOKKEEPING THEATER
13:30

Growing Your Service Business (1 CPE CREDIT)

Part 1: How to Grow a Million Dollar Service Business

Part 2: Business Management Services
Thomas Ohlgren, Principal, Squar Milner
14:30

EXPO & NETWORKING BREAK

Stephen Turanchik
ACCOUNTING & BOOKKEEPING THEATER
15:00

Cryptocurrency mining and investing operations: How to account for them (1 CPE CREDIT)

  • Are crypto currencies realized as asset once they are mined by a company
  • Inventory vs Income: how are mined cryptos reported when they are used to purchase goods for the business
Stephen Turanchik, Attorney, Paul Hastings
17:00

2019 Tax & Accounting Technology Innovation Awards

Now in their 16th year, CPA Practice Advisor's annual Tax & Accounting Technology Innovation Awards have been the pinnacle of recognition for technology vendors serving the tax and accounting profession. The awards recognize outside-the-box thinking in product development, breakthrough technologies, state of the art design and implementation, and cutting edge concepts that help accounting professionals and their clients be more productive and profitable.
last published: 15/Jul/19 18:05


ACCOUNTING & BOOKKEEPING THEATER, Wednesday 24 July 2019

Mari-Anne Kehler
09:00

Keynote Address: The Versatile CPA: How the new wave of Accountants is redefining the industry

  • As the talent incubator warms what is expected of new CPAs in this digital age and how can your firm keep up?
  • Driving a consultative mindset to become your clients ‘versatile advisor’
Corey Greene
09:30

Why continuous transformation is the key to thriving in the current market landscape (1 CPE CREDIT)

  • Shift your firm toward forward-looking value-added services beyond traditional offerings
  • Mitigate surging market risks through a strategy of continuous improvement
  • Work towards more meaningful client relationships, more engaging work for staff and a healthier bottom line
Session led by: thomson-reuters-div.-of-tax-and-accounting
10:30

EXPO & NETWORKING BREAK

Shannon Hay
ACCOUNTING & BOOKKEEPING THEATER
11:00

How to Bank Finance the Acquisition of an Accounting Practice (1 CPE credit)

  • Learn what it takes to finance the acquisition of an accounting firm
  • What are the main drivers of financing decisions
  • How to prepare to be approved
Session led by: live-oak-bank
John Misuraca
ACCOUNTING & BOOKKEEPING THEATER
12:00

The Sale of a Practice (1 CPE CREDIT)

  • How to exit your practice with a lump sum payout or future cash payment stream
  • How do you find a buyer
  • How accurate is the rule of thumb for the sale of accounting firms of 1.1 times revenue
13:00

EXPO & NETWORKING BREAK

Pamela Bingham
ACCOUNTING & BOOKKEEPING THEATER
14:00

The Transition from Bookkeeping to Tax Planning (1 CPE CREDIT)

  • How to manage financial reporting/bookkeeping weekly and separate business from personal
  • How select the bookkeeper for your needs
  • Making sure your legal requirements and compliance piece are in order to stay most efficient during tax season
Pamela Bingham, Chief Numbers Cruncher, PB Tax and Accounting Services
Tom Prieto
ACCOUNTING & BOOKKEEPING THEATER
15:00

Big (Data) Tax (1 CPE CREDIT)

last published: 15/Jul/19 18:05

 

 

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