AGENDA

 

REGISTER FOR FREE

 

Los Angeles, 23 - 24 July 2019

Schedule

Create your personal agenda –check the favourite icon

Jul 2309:00
Conference pass

Keynote Address: Success factors for digital transformation

Keynotes
  • 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
Bob Green, Partner & Practice Leader, SingerLewak
Jul 2309:30
Conference pass

Tech-Proof Pricing Strategies (1 CPE CREDIT)

TECHNOLOGY THEATER
  • The current suite of accounting tools is designed to make you more efficient, yet if you charge by the hour, you'll be penalized for your investments in technology (and training)
  • It's time to Tech proof your pricing
  • Learn the pros and ons of 4 key pricing strategies and how to implement them in your firm
Damien Greathead, Vice President Of Business Development, North America, Receipt Bank
Session led by: receipt-bank
Jul 2310:30
Conference pass

Managing the evolution of legacy accounting applications in a cloud connected world (1 CPE CREDIT)

TECHNOLOGY THEATER
  • What is the fate of legacy accounting applications as they are poised to evolve into SaaS offerings
  • How to navigate that transition and what it means to you and your firm as you consider leveraging all the benefits cloud solutions bring
Roy Keely, VP and GM of Custom Cloud, Right Networks
Session led by: right-networks
Jul 2311:00
Conference pass

Auditing & Compliance (1 CPE CREDIT)

TAX THEATER
Tax practitioners 10 significant mistakes
  • Identify tax preparer/adviser land mines
  • Protect against preparer penalty assessments
  • Guard against tax malpractice claims
What is a Compliance library?
  • Recognize the key elements of a fiduciary governance process
  • Identify what documents to include in the trustee's compliance library
  • Determine how to create the record of "What you did, when you did it and Why you did it
Josh Yager, Principal, Anodos Advisors
Kip Dellinger, Senior Tax Partner, Cooper, Moss, Resnick, Klein & Co
Jul 2311:00
Conference pass

Bookkeeping for niche industries (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER

  • How to find and account sustainably for a niche industry
  • What are some of the most profitable niche industries?
Marie Phillips, Senior Accountant - Audit And Accounting, Gursey Schneider
Jelena Arkula, Owner And President, Books LA
Jul 2311:00
Conference pass

Panel Session: Alternative talent recruitment strategies (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER

  • Discussion on how benefits, culture and work styles can attract and retain top talent for your firm
  • Build an innovative firm with a tech-drive team
Rachel Rapport, President, Prestige Management
Nadia Irvin, Partner, Gazal Consulting, Inc.
Jul 2311:00
Conference pass

The CFO of the future: Beyond the numbers (1 CPE CREDIT)

CFO SUMMIT
  • Establish your tech needs and assess the software that will enable you to divert focus away from operational tasks
  • Learn techniques and strategies for the big-picture thinking that can drive growth and change for your firm
Jody Grunden, Co-Founder And Chief Executive Officer, Summit CPA Group
Jul 2311:00
Conference pass

The data door – Getting your organization ready for the pivot to data (1 CPE CREDIT)

HCM SUMMIT
  • A general understanding of behavioral economics and how they can be applied to drive a broader consulting mindset
  • How to find and incorporate big data and benchmarking tools
  • Gain a better understanding of compensation benchmark data and how it can be added as a consultative tool
  • Use cases for how big data can be practically applied to advise clients across varying company sizes and verticals
Jordan Birnbaum, Vice President And Chief Behavioral Economist, ADP
Session led by: adp
Jul 2312:00
Conference pass

Business development and profitability for CFOs (1 CPE CREDIT)

CFO SUMMIT
Making the Move from CFO to CEO
  • How and why today's landscape is calling for CFOs to transition into CEO seats
  • The skills and acumen CFOs will need to gain to get there
  • The supporting trends identified by leading organizations around the world in the 2019 Trends in Executive Development Report
How to break through the growth bottleneck for businesses
  • Strategies to build the capacity of both marketing and operations simultaneously
  • How the CMO and CFO can partner to become the most effective operations and marketing
Bonnie Hagemann, CEO, Executive Development Associates
Jinhong Zhang, CPA, Jinhong Zhang Cpa
Jul 2312:00
Conference pass

Employee Benefits (1 CPE CREDIT)

HCM SUMMIT
Employee benefit plans and how to best transfer value to your employees
  • Efficiently incorporating employee feedback into benefits administration
  • Extracting information to determine the relevancy of HR benefits to your human capital
The economics of not having a retirement ready workforce: Analyzing the costs of aging employees
  • How the aging of your workforce will impact costs and productivity
  • Understanding the full scope of the cost to a business when there is a lack of retirement readiness as and/or financial stress in the workplace
Terri McGray, President, Longevity Capital Management LLC
Andrew Torelli, Area Senior Vice President, Arthur J Gallagher Risk Management Services Inc
Jul 2312:00
Conference pass

How progressive tax firms leverage disruption to their advantage (1 CPE CREDIT)

TAX THEATER
  • How new and emerging technology is directly, and indirectly, disrupting the tax and accounting profession
  • Capitalize on the tech opportunity by streamlining workflow and becoming an employer of choice
  • Become your clients trusted tax expert by leveraging change proactively


Corey Greene, Customer Proposition Strategy Lead, Thomson Reuters
Jul 2312:00
Conference pass

Management & Productivity (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER
Managing your documentation in the cloud
  • Important considerations when introducing tech-based solutions
  • Moving away from legacy storage systems to updated models
The productivity solution you didn’t know you had
  • 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
Shirley Wiliani, President, A La Carte Solutions
Jul 2312:00
Conference pass

Marketing growth for your firm (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
Marketing tactics to drive business for your accounting firm
  • Building and maintaining an online personal brand through video/multi-media and other non-traditional marketing
  • Gaining niche clientele by developing unique avenues of brand recognition
The process to onboarding a new partner
  • The differences in responsibility between a senior manager and partner
  • How partners can effectively transition to delegating old tasks while taking on new ones
Thomas Ohlgren, Principal, Squar Milner
Scott Hoppe, Partner, Why Blu
Jul 2314:00
Conference pass

Estate planning (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
Your role in your client’s estate
  • Estate Planning in relation to Business Succession and how you can efficiently integrate them
  • The many considerations both tax and financial to consider before closing an estate
Invest in a better tomorrow
  • The role of the aging workforce and how to prepare for retirement
  • How to prepare a plan for succession and exiting
Joseph Schirripa, Private Wealth Advisor, UBS Financial Services Inc
David Hicok, President, Hicok Financial Solutions
Jul 2314:00
Conference pass

How Blockchain and Artificial Intelligence will further commoditize core services – and what to do about it! (1 CPE CREDIT)

TECHNOLOGY THEATER
  • Assess the viability of introducing AI -based accounting to your clients and plan for the potential difficulty of implementation
  • How AI is already reshaping the Accounting Industry through disruptive innovations making adaptability a linear progression
Vic Clement, Financial Advisor, Barnett Associates, Inc.
Thomas Andersen, Co-Founder, California Business Developers
Jul 2314:00
Conference pass

Panel Session: Civil tax vs Criminal tax controversies (1 CPE CREDIT)

TAX THEATER
  • When does an audit trigger a civil tax or criminal tax issue?
  • The key differences between civil and criminal, who should be involved and when
Joseph Emanuele, Principal, Emanuele Forensic and Valuation Services
Ed Mofrad, Cpa, Mofrad Financial Solutions
Jul 2314:00
Conference pass

Panel Session: Methods for finding hidden revenue for your bookkeeping firm (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER
  • Unlocking technology as a secret weapon to expand to new avenues of revenue
  • Networking as a method of indirect selling
Shawn Daei, President, Allied Tax Advisory
Nicholas Norton, Partner, Peterson Sullivan
Jul 2314:00
Conference pass

Payroll, HR and Benchmarking (1 CPE CREDIT)

HCM SUMMIT
When/Why/How a Compensation Benchmarking Study is helpful to a CFO

Integrating payroll with HR functions
  • The relation in the different types of Internal Controls and what roles payroll staff and management play in establishing them
  • The purpose of the different types of internal controls and why they are important
Jennifer Mccabe, Partner, Armanino LLP
Peter Soh, Owner, Advise LLP
Jul 2314:00
Conference pass

The 21st century controller (1 CPE CREDIT)

CFO SUMMIT
Conquering the chaos of the close
  • Why the status quo won’t cut it anymore when it comes to closing the books
  • How to close the books faster and more accurately by connecting your people, process, documents, and reconciliations in the cloud
  • Tactics for creating transparency and accountability on your accounting team to improve hiring and retention of top talent
Blake Oliver, Sr. Product Marketing Manager, FloQast
Susan Kornesczuk Dunn, Chief Financial Officer, Skunk Partners
Jul 2315:00
Conference pass

HR essentials for a compliant workplace (1 CPE CREDIT)

HCM SUMMIT
  • Employer remedies for employee/executive misconduct
  • Addressing harassment claims in the era of viral news
  • Top 10 Ways to Avoid Employee Lawsuits
Nannina Angioni, Founding Partner, Kaedian
Jul 2315:00
Conference pass

Increasing credibility of documentation and maintaining client integrity (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER
  • Why document audits are crucial to keep KPIs accurate
  • How to accurately cross account for clients with physical and digital documentation
Andrew Schwartz, Cpa, Partner, Schwartz & Schwartz PC
Larry Scherzer, President, Scherzer International
Jul 2315:00
Conference pass

International Tax (1 CPE CREDIT)

TAX THEATER
The world is getting smaller and International Tax issues trickier
  • With the global focus on tax evasion, tax authorities are requiring reports from financial institutions overseas. Do you know your FBARs from your FATCAs?
  • As technology allows employees to be more mobile and work remotely, employer compliance is also under the microscope
  • The session focuses on the tricky international reporting issues that can catch even seasoned practitioners unaware
Tax implications of international expansion
  • Understanding the tax challenges of operating in multiple jurisdictions
  • Assessing and evaluating the upfront costs of offshore operations for growing firms
  • Working with trusted advisors to plan global growth
Marlene Zobayan, Global Stock Plan Expert, Rutlen Associates
Jul 2315:00
Conference pass

Keys to Entrepreneurship (1 CPE CREDIT)

CFO SUMMIT
3 Steps to Build Your Exceptional High Net Worth Practice
  • How to be a thought leader without the time commitment
  • Systems to use that will bring alignment to attracting a high net worth client
  • How to use other professionals to put you in the line of money


Entrepreneur Life: The Good, The Bad, The Ugly
  • Entrepreneur versus Wantrepreneur
  • Leveraging your time: quality verses quantity
  • A dollar earned is not a dollar made
Rachel Rapport, President, Prestige Management
Molly Grubb, Founder, Grubb Wealth Management
Jul 2315:00
Conference pass

Panel: Dominating industry specific accounting (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • Identifying a specific industry to account for and building a rolodex
  • Learning the specifics of said industry to dominate as ‘the CPA’ in the space
Anita Wu, Principal, Motion Picture Services, Green Hasson Janks
Brian Watson, Head of Royalty & Licensing, Green Hasson Janks
Mark Kawauchi, Audit Principal, Green Hasson Janks
Frances Ellington, Senior Tax Manager, Green Hasson Janks
Jul 2316:30
Conference pass

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

ACCOUNTING & BOOKKEEPING THEATER
  • 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
Jason Reynolds, Chief Executive Officer, Collaborative Financial Consulting
Jul 2316:30
Conference pass

Leaning on your network –leverage your connections in the industry (1 CPE CREDIT)

HCM SUMMIT
  • Managing networking resources of ever-increasing complexity and simplifying networking technology for the future
  • How to plug into the CPA and accounting communities to drive business
Peter Cullen, Managing Member, CORE PERFORMANCE
Issam Aljaber, Cpa, Aljaber Cpa
Jul 2316:30
Conference pass

Offering outsourced CFO services (1 CPE CREDIT)

CFO SUMMIT
  • How CPAs can deliver value to their clients and analyze the role of the personal CFO
  • Breaking down any company's economics to learn how to help the founding team create a long-lasting, sustainable business
Arthur Rothberg, Managing Director, Chief Financial Officer, CFO Edge
Anthony Glomski, Principal, AG Asset Advisory
Jul 2316:30
Conference pass

Pricing models (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
How to increase fees, value bill & maximize the value of your practice for sale
  • How do you know if your fees are too low and best practices for raising fees
  • Strategies to sign up new clients for more than the bare minimum
  • How to structure your new client package of services
Choosing the most appropriate strategy
  • Employing a pricing discrimination strategy to extract the most value
  • Discussing payments methods and justifying value to clients
Ciara Macmahon, Chief Executive Officer, Phase Two Management
Emily Verdonk, Principal, Morris Verdonk
Jul 2316:30
Conference pass

Tax nexus (1 CPE CREDIT)

TAX THEATER
The new landscape for Sales Tax Nexus post overturn of Quill
  • How does the overturn of Quill impact my business?
  • What is the financial risk to my company if we do nothing?
  • What resources do I need to have in order to prepare the sales tax returns?
How the Wayfair decision will transform sales taxes nationwide
  • How the Wayfair decision changed internet sales and how common transactions Quill no longer provide protection
  • What the Quill overturn means for CPAs and tax preparers




Dena Oberst, Chief Executive Officer, Gable Tax Group
Annette Nellen, Professor, San Jose State University
Jul 2316:30
Conference pass

Tech for reporting & Auditing (1 CPE CREDIT)

TECHNOLOGY THEATER
Best practices for auditing in an electronic environment
  • Why reviewing an organization’s information system is crucial to evaluate its integrity and to spot inaccuracies?
  • How to best undertake an audit based on data intelligence
Tech Developments in External Reporting by Public Companies:
  • Recently issued accounting standards
  • Major current FASB’s projects
  • Major current SEC projects
Nick Larchenko, Managing Partner, Finacco
Keith Mautner, Forensic Accountant, FAILSAFE CPA
Jul 2317:30
Conference pass

2019 Tax & Accounting Technology Innovation Awards

Keynotes
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.

Create your personal agenda –check the favourite icon

Jul 2409:00
Conference pass

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

Keynotes
  • 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’
Mari-Anne Kehler, Chief Marketing And Strategy Officer, Green Hasson Janks
Jul 2409:30
Conference pass

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

Keynotes
  • 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
Corey Greene, Customer Proposition Strategy Lead, Thomson Reuters
Session led by: thomson-reuters-div.-of-tax-and-accounting
Jul 2411:00
Conference pass

Bankruptcy & Forensics (1 CPE CREDIT)

TAX THEATER
Bankruptcy! Basics and insights to help your clients
  • How to purchase assets and great deals through a bankruptcy sale
  • How to represent the Chapter 7 trustee in complex cases as the trustee's an accountant and finance expert
  • Bankruptcy and Taxes: How to treat and discharge taxes in bankruptcy
Practicing fluency in forensic accounting
  • Examining financial statements - how to spot fraud and inaccurate accounting activity
  • How to profile fraud and prepare for risk assessments


Sevan Gorginian, Bankruptcy Attorney And Adjunct Professor Of Law, Law Office of Sevan Gorginian
Joseph Emanuele, Principal, Emanuele Forensic and Valuation Services
Jul 2411:00
Conference pass

Financial and personal wellness for the overworked CPA (1 CPE CREDIT)

HCM SUMMIT
  • How the burned-out Accountant can survive through the rigorous tax season
  • How to manage the stress of copious amounts of work without suffering burnout
Loren Fogelman, Business Success Coach, Business Success Solution
Jul 2411:00
Conference pass

Going beyond General Ledger

TECHNOLOGY THEATER
  • How your accounting software can be tailored to help customize business processes, workflows and manage data flow across multiple systems for your clients
  • How to serve clients across the globe and help your small business clients expand overseas without switching systems
  • How information hidden within an accounting system can be unlocked to make better decisions across various departments like Sales and Marketing
Session led by: zoho
Jul 2411:00
Conference pass

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

ACCOUNTING & BOOKKEEPING THEATER
  • 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
Shannon Hay, Senior Loan Officers, Live Oak Bank
Session led by: live-oak-bank
Jul 2411:00
Conference pass

Panel Session: Winning new business through marketing mastery (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER
  • The art of effortlessly selling without being salesy
  • Distinguishing profitability from dead leads
Jul 2411:00
Conference pass

Raising capital (1 CPE CREDIT)

PAYMENTS THEATER
    s to credit and funding for small businesses
  • Essentials required to get a business loan and what lenders will look for
  • What are the alternative options to a small business loan and what is the most viable way to raise capital
Ivan Sotomayor, Managing Director, Sotomayor And Associates
Jul 2411:00
Conference pass

The Leadership Shift (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
Leadership essentials to expand your practice
  • Leadership shifts for engagement, impact and influence
  • Differently navigating emotions for better communication
  • Embracing and building an accountability and feedback culture
How to get started in wealth management
  • Add value to customers by incorporating PFP into your existing services
  • Understand target markets and map out the viability of your approach
  • Know what you need to know: how to educate yourself on wealth planning
Jeff Nischwitz, Snow Globe Shaker, Nischwitz Group
Ed Mofrad, Cpa, Mofrad Financial Solutions
Jul 2412:00
Conference pass

Asset Protection & Succession Planning (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • What works and what does not in Asset planning
  • How to use trusts, LLCs, FLPs and offshore structures as well as exotic structures like equity strips and private retirement plans
  • Implementing strategies that CPA firms and partners must consider as their careers progress
  • Comparing a successful ongoing succession of a traditional practice within the current technology forward climate
Jacob Stein, International Tax Lawyer, Aliant Law
Jul 2412:00
Conference pass

Automation and Technology Save time and money by investing in Tech to automate your practice (1 CPE CREDIT)

TECHNOLOGY THEATER
  • Simple one step "zaps" to post your social media to boost firm awareness
  • Complex multi-step tech moves to respond to email requests for leads and business development
  • Demonstration on how to utilize this tool in your day to day to increase firm growth
Caleb Jenkins, Leader Of Client Accounting Services, RLJ Financial Services
Jul 2412:00
Conference pass

Tax reform changes (1 CPE CREDIT)

TAX THEATER
Your house, your taxes: A primer in real estate taxes for homeowners
  • What can you deduct and use to your advantage when owning a home
  • What are the hidden costs of refinancing, and how refinancing can in some cases be an advantage to some
  • What are your tax advantages and stipulations in working from your home
Tax reform changes affecting cost segregation
  • Defer tax on rates and capital gains until 2026
  • Achieve tax-free returns on investments
  • Uncover instances where a business may have classified personal property overlooking the opportunity to accelerate depreciation deduction benefits
Louise Hartford, CPA, Tax QA Team, Canopy
Chris Hitselberger, Managing Director, SourceHOV
Session led by: canopy
Jul 2412:00
Conference pass

The emphasis on continued education within your firm (1 CPE CREDIT)

HCM SUMMIT
  • Shifting away from viewing CPE as a “support function” to a crucial team builder
  • Measuring and evaluating learning effectiveness by developing new learning services and delivery methods
Nikki Winston, Owner, The Winston Accounting Group
Julie Gordon White, Chief Executive Officer, The WELL for Women Entrepreneurs
Jul 2414:00
Conference pass

Bookkeeping made easy with cash flow management (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER
  • Streamlined methods to track cash flow in a company’s books
  • Analyzing cash flow income and recirculation of capital for an organization

    The transition from Bookkeeping to Tax Planning
  • 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
Pamela Bingham, Chief Numbers Cruncher, PB Tax and Accounting Services
Scott Hoppe, Partner, Why Blu
Jul 2414:00
Conference pass

Panel Session: Cybersecurity – Stress testing for success (1 CPE CREDIT)

TECHNOLOGY THEATER
  • How to build the IT infrastructure that will shield your firm against major cyber threats
  • Promoting quality assurance industry best-practices in clients’ systems and networks
Ron Swain, Controller, Aurora Data Security
Andrew Compton, Chief Executive Officer, Prime Accounting Solutions Llc
Jul 2414:00
Conference pass

Panel Session: Payment interoperability (1 CPE CREDIT)

PAYMENTS THEATER
  • How cross platform payment solutions are streamlining invoice collection
  • Collecting payment from clients utilizing different APIs and which app is best for your needs
Jul 2414:00
Conference pass

Recruitment outside the box for the firm of the future (1 CPE CREDIT)

HCM SUMMIT
  • Employing your firm with a workforce well equipped to take advantage of tech disruptions
  • Being creative with hiring, and deployment of talent to build a successful firm
Annette Nellen, Professor, San Jose State University
Alicia White, Owner, JMA Enterprises
Jul 2414:00
Conference pass

Sales effectiveness (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
    ng leads into clients
  • How to generate and sustain revenue year-round in your firm by using new avenues of lead generation
  • How to employ tech as a source of lead generation

    How to make more money resolving IRS collection issues
  • How to Solve Income Tax Collection Issues
  • How to Solve Payroll Tax Collection Issues
  • How to make money tomorrow practicing tax resolution
Peter Stephan, Digital Media Engineer, Tax Resolution Institute
Alaia Williams, Business Systems Strategist, One Organized Business
Jul 2414:00
Conference pass

Tax planning

TAX THEATER
Cannabis Taxation: Lots of hot smoke but is it for your practice?
  • The considerations of Federal vs State taxation of Cannabis and its effects on your firm
  • How recent cases have influenced organizations across California in Cannabis dealings
Wealth Management in today’s tax planning practice
  • How to create and add value for clients who traditionally see CPA’s as tax planners
  • Utilizing comprehensive wealth management to uniquely position and differentiate your tax planning practice
  • The TEAM Based Model and how it translates to increased revenues and client retention with today’s demands on CPA’s
Michael Goral, Tax Partner, Squar Milner
Jul 2415:00
Conference pass

Bookkeeping for risk management (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER
  • Utilizing a fraud risk assessment to examine aspects of your business that may be susceptible
  • How to manage risk during mergers and acquisitions

Cesar Nespral, Owner, Nespral And Associates
Jul 2415:00
Conference pass

Digital employee management: Leveraging technology and productivity techniques (1 CPE CREDIT)

HCM SUMMIT
  • Cloud integration for remote employees - which model works the best?
  • How to manage productivity for remote teams
Jul 2415:00
Conference pass

Managing Risk: A Focus on Employment Background Screening (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • Why background screening is essential
  • Navigating a complex legal landscape
Larry Scherzer, President, Scherzer International
Jul 2415:00
Conference pass

New tax strategies with private placement life insurance (1 CPE CREDIT)

TAX THEATER
  • Asset based solutions that go beyond life and LTC
  • The different structures for all clients; teachers’ pension to high net worth client’s legacy and longevity solved
Chris Hitselberger, Managing Director, SourceHOV
Jul 2415:00
Conference pass

Secrets to buying and vetting a franchise

PAYMENTS THEATER
  • How to find the right franchise fit for you or your client
  • Straight talk on business and franchise ownership
  • Creating a Semi Absentee business while keeping your day job or for retirement income
Lauren Grant, Managing Member, The Franchise Connectors
Jul 2416:00
Conference pass

Accounting in the cloud: The definitive guide to transitions (1 CPE CREDIT)

TECHNOLOGY THEATER
  • What are the various kinds of application and data integration options and approaches when transitioning to the cloud
  • Utilizing cloud to its streamline workflow efficiency
Jul 2416:00
Conference pass

Digital fundraising for nonprofits and accounting for it (1 CPE CREDIT)

ACCOUNTING & BOOKKEEPING THEATER
  • Account and audit efficiently by ensuring internal control and compliance
  • Joint cost allocation and distinguishing the difference between Fundraising cost and administrative costs
Initiating tax debt resolution

Demir Vangelov, Chief Financial Officer, Califia Farms
Martha De La Chaussee, Owner, Advocate Tax Group
Jul 2416:00
Conference pass

How to Sell More and Feel Good About It (1 CPE CREDIT)

HCM SUMMIT
  • How to solve their client’s problems from a partnership perspective
  • What elements go into understanding prospects needs and wants
  • How to avoid the single biggest mistake most sales people make
Beate Chelette, Chief Executive Officer, Chelette Enterprises
Jul 2416:00
Conference pass

How to use a trust as an S corporation shareholder (1 CPE CREDIT)

TAX THEATER
  • Common ways in which trusts are used as S corporation
  • Considerations of an alternative trustee under a converted S corporation
Jul 2416:00
Conference pass

International payments for the expanding business (1 CPE CREDIT)

PAYMENTS THEATER
  • Analyze common pitfalls of international payments
  • Understand the advantages of paying customers and clients in local currency
Jul 2416:00
Conference pass

Panel Session: Dominating industry specific accounting (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • Identifying a specific industry to account for and building a rolodex
  • Learning the specifics of said industry to dominate as ‘the CPA’ in the space
last published: 13/Jun/19 20:55 GMT