AGENDA

Los Angeles, 23 - 24 July 2019

Schedule

Create your personal agenda –check the favourite icon

Jul 2309:00
Conference pass

Keynote Address: Lead your firm into the future with digital elevation

Keynotes
  • Driving a tech centric culture in your firm by embracing the digital age of Accounting
  • Explore new avenues of revenue by employing a strong technology stack in your firm
Jul 2311:00
Conference pass

Bookkeeping for niche industries (1 CPE CREDIT)

BOOKKEEPING THEATER
  • How to find and account sustainably for a niche industry
  • What are some of the most profitable niche industries?
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
Nadia Irvin, Partner, Gazal Consulting, Inc.
Jul 2311:00
Conference pass

Panel Session: Employing automation to improve profitability (1 CPE CREDIT)

TECHNOLOGY THEATER
  • Make the machines work for you: How automation has made conventional accounting & bookkeeping obsolete
  • Automate for faster decision-making processes and beyond transactions into analysis
Kip Dellinger, Senior Tax Partner, Cooper, Moss, Resnick, Klein & Co
Jul 2311:00
Conference pass

Practicing fluency in forensic accounting (1 CPE CREDIT)

TAX THEATER
  • Examining financial statements - how to spot fraud and inaccurate accounting activity
  • How to profile fraud and prepare for risk assessments
Joseph Emanuele, Principal, Emanuele Forensic and Valuation Services
Jul 2311:00
Conference pass

Reporting and analytics for business and employee tracking – keeping KPIs high (1 CPE CREDIT)

HCM SUMMIT
  • Creating analytical models that support operational improvement in human capital
  • Employing data-based decision-making models to map out the future of your employee
Jennifer Scherrman, Assurance Manager, Dillwood Burkel & Millar
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 2312:00
Conference pass

AI for accounting (1 CPE CREDIT)

TECHNOLOGY THEATER
How Blockchain and Artificial Intelligence will further commoditize core services – and what to do about it!
  • 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
Vic Clement, Financial Advisor, Barnett Associates, Inc.
Jul 2312:00
Conference pass

Best practices for auditing in an electronic environment (1 CPE CREDIT)

TAX THEATER
  • 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
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
Keith Mautner, Forensic Accountant, FAILSAFE CPA
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

Marketing tactics to drive business for your accounting firm (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • 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
Issam Aljaber, Cpa, Aljaber Cpa
Jul 2312:00
Conference pass

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

BOOKKEEPING THEATER
  • Unlocking technology as a secret weapon to expand to new avenues of revenue
  • Networking as a method of indirect selling
Nicholas Norton, Partner, Peterson Sullivan
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
Macro Themes in Stock Selection
Joseph Schirripa, Private Wealth Advisor, UBS Financial Services Inc
David Hicok, President, Hicok Financial Solutions
Jul 2314:00
Conference pass

Integrating payroll with HR functions (1 CPE CREDIT)

HCM SUMMIT
  • 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
Peter Soh, Owner, Advise LLP
Jul 2314:00
Conference pass

Managing your documentation in the cloud (1 CPE CREDIT)

TECHNOLOGY THEATER
  • Important considerations when introducing tech-based solutions
  • Moving away from legacy storage systems to updated models
Shirley Wiliani, President, A La Carte Solutions
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
Jul 2314:00
Conference pass

Panel Session: How CFOs can embrace technology to efficiently manage finances in an organization (1 CPE CREDIT)

CFO SUMMIT
  • Utilizing analytics, mobile, social and cloud technology in your firm’s journey to growth
  • Improve decision making and your firms efficiency through digital solutions
Shawn Daei, President, Allied Tax Advisory
Jul 2315:00
Conference pass

Analytics and economics (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
Create, sustain and measure organizational integrity through forensic solutionsBreaking down your business model
  • How to break down the economics to efficiently and effortlessly run your firm year round
  • Understanding customer acquisition funnel, Key Performance Indicators (KPIs), pricing models and cost structure
Sylvia Yujia Huo, Fraud Investigation And Dispute Services Manager, Ernst & Young
Jul 2315:00
Conference pass

Business analytics and cashflow management for Finance Directors (1 CPE CREDIT)

CFO SUMMIT
  • How to analyze data from multiple streams of your business
  • How to synthesize a better cashflow forecast
Susan Kornesczuk Dunn, Chief Financial Officer, Skunk Partners
Jul 2315:00
Conference pass

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

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

Panel Session: HR essentials for a compliant workplace (1 CPE CREDIT)

HCM SUMMIT
  • Enforcing noncompete agreements and employer remedies for employee/executive misconduct
  • Addressing harassment claims in the era of viral news
Nannina Angioni, Founding Partner, Kaedian
Jul 2315:00
Conference pass

Panel Session: Tax implications of international expansion (1 CPE CREDIT)

TAX THEATER
  • 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
Daniela Treptow, Market and International Communications Analyst, Euro VAT Refund, Inc.
Jul 2317:00
Conference pass

Auditing for non-profits (1 CPE CREDIT)

TAX THEATER
  • Assess ongoing considerations for non-profit clients in financial statement auditing
  • Learn how to look out for and solve fraud issues internally and externally while determining the level of risk in the non-profit sector
Annette Nellen, Professor, San Jose State University
Jul 2317:00
Conference pass

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

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
Jul 2317:00
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
Issam Aljaber, Cpa, Aljaber Cpa
Jul 2317:00
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
Jul 2317:00
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, CEO, Phase Two Management

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 & Strategy Officer, Green Hasson Janks
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

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

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

Panel: Gaining new perspectives with a diversely thinking team (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • How to attract a team of technology driven innovators from diverse backgrounds
  • Nurturing and growing a team to extract highest profitability
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
Jul 2411:00
Conference pass

The IRS, data analytics, and tax clients (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • An elementary explanation of data analytics and its use by global tax authorities
  • Examples of IRS use of data analytics, especially for criminal investigations and tax issues for tax professionals and taxpayers
Tom Prieto, Corporate Facilitator/ Professional Instructor, Tom Prieto Inc
Jul 2412:00
Conference pass

Asset Protection 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
Jacob Stein, International Tax Lawyer, Aliant Law
Jul 2412:00
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
Jul 2412:00
Conference pass

Panel Session: How Cryptocurrencies are creating a demand for IT fluent forensic accountants (1 CPE CREDIT)

TAX THEATER
  • What problems arise when tracing virtual currency sources as a payment method
  • How to distinguish and verify a third-party transaction as payment
Jul 2412:00
Conference pass

Payment solutions: Cutting costs across your small business (1 CPE CREDIT)

PAYMENTS THEATER
  • What strategic approaches can small business and accountants take to lower the cost of payment processing
  • How small business can benefit from utilizing the strategies of low margin merchants
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
Jul 2414:00
Conference pass

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

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

Estates and Trusts: Accounting for tax complexities (1 CPE CREDIT)

TAX THEATER
  • How to capitalize on tax structures when you are establishing a trust or estate
  • Best practices on filing for executors of an estate or trust
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

Panel Session: The distributed ledger – Blockchain’s role in the evolution of accounting (1 CPE CREDIT)

TECHNOLOGY THEATER
  • Gauge the efficiency of introducing blockchain-based accounting into your firm
  • The roadblocks in implementing distributed ledger technology in your firm
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
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 generationHow 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 2415:00
Conference pass

Bookkeeping for risk management (1 CPE CREDIT)

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

Practical uses for APIs in payments (1 CPE CREDIT)

PAYMENTS THEATER
  • How APIs are doing heavy lifting for payments solutions
  • Why employing an API based payment solution may benefit your business?
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)

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
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
Jul 2416:00
Conference pass

Performance management and setting attainable goals for employees (1 CPE CREDIT)

HCM SUMMIT
  • Distributing workloads based on employee skill and strength
  • What methods should be employed to best evaluate employee performance
last published: 26/Mar/19 20:55 GMT