AGENDA

REGISTER FOR FREE - OVER 100 HOURS OF CPE

Los Angeles, CA, 25 - 26 July 2018

Schedule

Create your personal agenda –check the favourite icon

Jul 2508:00
Conference pass

Automation, Hope and Fear: Seizing the Future for the Modern Accountant

Keynotes
  • How a global accounting firm leverages technological innovation and human capital to stay ahead of the disruptive curve
  • How accountants must protect their space from the march of the robots by making technology work for them
Jul 2508:50
Conference pass

Title Sponsorship Available

Keynotes
For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or aidan.brain@terrapinn.com
Jul 2509:40
Conference pass

The CFO of the future: beyond the numbers

Finance Director's Summit
  • Ditch the day-to-day minutiae: learn techniques and strategies for the big-picture thinking that can drive growth and change within a company
  • Establish your tech needs and assess the software that will enable you to divert focus away from tactical and operational tasks
Jul 2509:40
Conference pass

Automated accounting for 21st century businesses

Technology Theater
  • Create the free time needed to expand your business by incorporating automation tools into your workflow
  • Identify your clients’ most pressing needs and how automated accounting software can fulfil them
Scott Hoppe, Partner, Why Blu
Jul 2509:40
Conference pass

Unlock your true market potential with HR, payroll & timekeeping

Bookkeeping, Cashflow & Payroll
  • Understanding changing CPA industry and market demands
  • Why CPAs should offer HCM solutions
  • Get a holistic insight into client’s workforce data
Kurt Dunn, Partner and Business Development Executive, Kronos Workforce Ready
Jul 2509:40
Conference pass

Getting started in wealth management

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 don't yet know: how to educate yourself on wealth planning
Ed Mofrad, CPA, Mofrad Financial Solutions
Jul 2509:40
Conference pass

Principles of change management in a SME accounting firm

Practice Management
  • Learn how to manage the transition from compliance to advisory services cleanly and efficiently
  • Enhance your employee base with a commitment to learning and development for maximum adaptability
Mari-Anne Kehler, Chief Marketing & Strategy Officer, Green Hasson Janks
Jul 2510:05
Conference pass

Equipping your clients to deal with regulatory changesHow to Grow through Reform

Tax Management
  • Understanding the significant impacts of the Tax Cuts and Jobs Act
  • Capitalizing on the new opportunities presented by reform
  • Shifting toward advisory services beyond the traditional services
Jul 2510:30
Conference pass

Driving business value as a CFO

Finance Director's Summit
  • Improve decision making and operational efficiency through digital solutions
  • Spearhead business transformation initiatives with an understanding of change management and leadership skills
Lina O'Connor, CFO, Tender Greens
Jul 2510:30
Conference pass

Accelerate Growth with Technology Built for the Real World

Technology Theater
  • Global trends impacting the accounting profession
  • Critical insights to help professionals increase revenue and expand offerings
  • Ways to move toward value creation and away from commoditization with technology built for the real world
Jim McGinnis, EVP General Manager, Medium & Large Firms, Wolters Kluwer
Jul 2510:30
Conference pass

Navigating the minefield of HR and payroll compliance

Bookkeeping, Cashflow & Payroll
  • Measure your ability to provide up-to-the-minute payroll compliance to clients and understand the ability of payroll platforms to help
  • Respond to upcoming regulatory reform under the new administration and understand the potential liability drawbacks of non-adherence
Angela Newton, Director of Human Resources and Payroll, PreCize Consulting
Jul 2510:30
Conference pass

Stay up-to-date with federal and state sales tax laws

Tax Management
  • Stay current with the latest tax regulation updates for business and individual income alike
  • Ensure compliance with sales tax nexus laws for SMEs
Ted Tataryan, Principal, Ted Tataryan CPA
Jul 2510:30
Conference pass

Becoming the ‘trusted advisor’

Wealth Management
  • Mastering the art of providing business critical feedback to your clients in order to add value and strengthen relationships
  • Using technology-driven big data to effectively analyze and plan your clients’ finances
  • Prioritizing risk management over wealth generation
Jul 2510:30
Conference pass

Thinking like a start-up

Practice Management
  • Employ a long-range view of opportunities in business transformation and innovation
  • Be creative with the hiring, development and deployment of key talent in order to build a thriving startup mentality in your practice
Kenji Kuramoto, CEO, Acuity
Jul 2511:20
Conference pass

CFO to board of directors: a roadmap to the top

Finance Director's Summit
  • Make yourself a credible candidate for a corporate board seat
  • Identify which companies need director and how they can find you
Brenda Morris, Chief Financial Officer, Apex Parks Group
Jul 2511:20
Conference pass

Cloud accounting: the right solutions for the right clients

Technology Theater
  • Beyond transaction processing, understand why some solutions may not work for all clients
  • Identify which course of action to take when solutions clash with the regulatory environment
Karla Sasser, Owner, KSasserCPA
Jul 2511:20
Conference pass

Adoption of the new FASB revenue recognition standards

Bookkeeping, Cashflow & Payroll
  • How to incorporate the new FASB standards into existing bookkeeping procedures
  • Ensure company information systems are ready for the adoption and understand how to change processes to reflect the new model
Mark Dauberman, President, Mark Dauberman Seminars
Jul 2511:20
Conference pass

Asset protection planning 101

Tax Management
  • Practical aspects of making your client judgment-proof
  • Strategies and solutions to protect common assets such as houses, bank and brokerage accounts, businesses, professional practices and retirement plans
Jacob Stein, International Tax Lawyer, Aliant Law
Jul 2511:20
Conference pass

Accountability in accounting:

Practice Management
  • Hear how Caleb used his accounting skills to help a ministry alleviating poverty in Haiti
  • How understanding changes in technology will eliminate the mundane tasks we do - enabling us to adapt to recent changes and stay ahead of the curve
  • Align your business with your skills to give back to the local and global community
Caleb Jenkins, Leader of Cloud Services, RLJ Financial Services
Jul 2511:45
Conference pass

What are the best-in-class employers doing with benefits and HR?

Bookkeeping, Cashflow & Payroll
  • Synthesizeing information to determine the relevancy of HR benefits to your organization
  • How employers are using data to create strategies to reduce benefit costs, increase employee engagement and improve retention
Andrew Torelli, Area Senior Vice President, Arthur J Gallagher Risk Management Services Inc
Jul 2511:45
Conference pass

IRS Collections 101

Tax Management
  • Learn about the IRS's new passport revocation program along with all the other collection tools in their arsenal
  • Understand the collection alternatives available to taxpayers to resolve their tax debts
Lydia Turanchik, Principal, Mather Law Corp
Jul 2511:45
Conference pass

The road to the top: Tips for becoming CFO or partner in your firm

Practice Management
Karine Philippon, Partner, Mazars USA LLP
Jul 2512:10
Conference pass

CFO careers: trajectory planning

Finance Director's Summit

Jul 2512:10
Conference pass

TECH INNOVATION SHOWCASE

Technology Theater
Attendees will hear from 5 of the most innovative, forward-thinking solution providers in accounting & finance technology, in a series of quick-fire product demonstrations and pitches.

Beginning with Canopyat 12.10pm
Kelly Kay, Senior Account Director, Canopy
Jul 2512:10
Conference pass

Payroll internal controls and best practices

Bookkeeping, Cashflow & Payroll
  • Understanding internal controls and their role within the modern payroll department
  • Identifying the parts employees and management should each play in establishing these controls
Lura Woodley , CPP, PHR, Payroll Director, Armed Forces Services Corporation
Jul 2512:10
Conference pass

How to handle a sales tax audit from initial interview to hearing

Tax Management
  • Understanding internal controls and their role within the modern payroll department
  • Identifying the parts employees and management should each play in establishing these controls
Joseph Broyles, Tax Attorney, The Law Offices of Joseph A. Broyles
Todd Gilman, Taxpayer's right Advocate, California Department Of Tax And Fee Administration
Jim Fier, Partner, Downey Smith & Fier
Jul 2512:10
Conference pass

Get ready for future changes to estate planning

Wealth Management
  • Hear relevant examples of how to stay compliant with forthcoming changes to estate laws
  • Ensure your practice is prepared for changes such as the new regulations around Section 2704
Jul 2512:10
Conference pass

Recruiting and retaining millennials

Practice Management
  • Build an open, innovative firm of the future with a tech-savvy and upwardly mobile workforce
  • Learn how benefits, culture and workflow can attract and retain the right sort of millennial
Jeremy Dillard, Partner, SingerLewak
Isaiah Bailey, Management Consultant, STURDY Management Group
Jul 2513:00
Conference pass

Customer Relationship Management: millennials and tech

Technology Theater
  • Learn how to establish long-term value-driven relationships with a generation that is often more informed and connected than the previous
  • Creative and innovative techniques to enhance and solidify the client acceptance and continuance process to ensure continued client retention
Isaiah Bailey, Management Consultant, STURDY Management Group
Jul 2513:00
Conference pass

Payroll software: compare and contrast

Bookkeeping, Cashflow & Payroll
  • Compare the most innovative payroll platforms and determine their eligibility for your current workforce
  • Understand where technology fits into your organization - and where it doesn't
Karina Gharibian, CPA MBT CFE, KMG Accounting & Consulting
Jul 2513:00
Conference pass

Sponsorship available

Tax Management
For speaking opportunities please contact Aidan Brain on +1 646 619 1776 or aidan.brain@terrapinn.com
Jul 2513:00
Conference pass

When Crypto meets Wall Street - Making sense of Cryptocurrencies

Wealth Management
  • Understanding the investment case for cryptocurrencies and how to start the process
  • Pinpoint tax traps and tricks around cryptocurrencies
Tom Prieto, Corporate Facilitator/ Professional Instructor, Tom Prieto Inc
Jul 2513:00
Conference pass

How to raise your fees without losing clients

Practice Management
  • 5 pricing pitfalls that will cripple your bottom line
  • How to double your rates by charging for value instead of time
  • 3 simple steps to attract premium clients to your practice
Loren Fogelman, Business Success Coach, Business Success Solution
Jul 2513:25
Conference pass

Develop a workforce strategy for internal auditing

Bookkeeping, Cashflow & Payroll
  • Identify where competencies should be expanded and how a multi-disciplinary hiring model can add new value to old processes
  • Invest in development to better identify critical risks and equip your auditing function with new skillsets
Deniz Appelbaum, Professor of Accounting, Montclair State University
Jul 2513:50
Conference pass

Being a virtual CFO - is it possible? Is it desirable?

Finance Director's Summit
  • Identify the suitability of virtual CFO services for your firm
  • How accountants can offer virtual CFO services through technology
  • Why remote workforces should embrace the cloud for maximum virtual benefit
Dan Nelson, CFO, Outside CFO
Jul 2513:50
Conference pass

Blockchain for accounting: the next agitator of change?

Technology Theater
  • Learn how blockchain can radically reshape bookkeeping and auditing
  • Gauge the viability of introducing blockchain-based accounting to your clients and plan for the potential difficulty of implementation
David Cieslak, Chief Cloud Officer, RKL eSolutions
Danetha Doe, Founder, Money and Mimosas
Gregory LaFollette, Strategy Advisor, CPA.com
Jul 2513:50
Conference pass

Best practices to improve your fiscal closing process

Bookkeeping, Cashflow & Payroll
  • Defining the fiscal closing process flow and pinpointing KPIs
  • Identify bottlenecks within and improve the fiscal closing process
  • Develop a fiscal close scorecard and defining a benchmark approach
Christine Doxey, President, Doxey Inc
Jul 2513:50
Conference pass

Reserved for sponsor

Tax Management
Details TBC
Jul 2513:50
Conference pass

Robo-advisors: the future of wealth management?

Wealth Management
  • Beating the robots: learn how to make your wealth management services more valuable than theirs
  • Joining the robots: how can accountants use robo-advisors to increase the efficiency of their wealth management offering?
Jul 2514:15
Conference pass

Building a Team of Month-End Masters

Bookkeeping, Cashflow & Payroll
  • How to hire, inspire, and retain a multi-generational workforce that can effectively work together in a modern accounting team
  • Best practices for designing processes that align disparate teams and data for improving the monthly close process
  • How to leverage new technology and tools to streamline your month end close
Blake Oliver, Senior Product Marketing Manager, FloQast
Jul 2514:40
Conference pass

Tried-and-tested techniques for winning new business

Finance Director's Summit
  • Take on an added-value role within your firm by identifying new opportunities and challenging internal processes
  • Create time for new business planning by automating reporting and other tech hacks for redistributing your role
Jul 2514:40
Conference pass

Crypto-accounting: bringing alternative currency into the business world

Technology Theater
  • Understand how the emergence of digital assets (crypto currencies) will affect modern accounting, audit, tax and technology
  • Overcome the lack of regulations and standards around digital assets to better serve clients in this emerging sector
  • Ensure security and resolve technology issues around digital assets
Moderator: Mark Li, Senior Manager Consultancy and Assurance Tech, BPM LLP
Jasminda Brown, Director, BPM LLP
Dmitri Alexeev, CPA, Director, Corporate Tax, BPM LLP
Matthew May, COO/Founder, Acuity
Erik Weinapple, Tax Director, BPM LLP
Jul 2514:40
Conference pass

Effective time management for CPAs

Bookkeeping, Cashflow & Payroll
Gail Perry, Editor-In-Chief, Cpa Practice Advisor
Jul 2514:40
Conference pass

Cannabis Compliance: What you need to know to service the Cannabis industry

Tax Management
  • What are some of the pros as well as pitfalls of taking on clients in the Cannabis industry?
  • Prepare for the “Green rush” and learnhow the demand in Accounting, Tax and Legal Services are affecting those inside and outside the Cannabis industry
Robert Cohen, Partner, CPA, Lodgen Lacher Golditch Sardi Saunders and Howard LLP
Ani Galyan, Tax Attorney, MillarLaw
Sanford Millar, Founder/Attorney, MillarLaw
Aaron Lachant, Partner, Nelson Hardiman
Jul 2514:40
Conference pass

Thinking strategically about cost segregation

Wealth Management
  • Techniques to cope with the increasing complexity of depreciation
  • How depreciation affects property and what that means for you and your clients
Chris Hitselberger, Managing Director, SourceHOV
Jul 2514:40
Conference pass

Future change management: streamlining tech adoption within your firm

Practice Management
  • Modernize your firm with a workforce equipped to take advantage of the wave of tech innovation
  • Analyze the range of tech available to your firm and evaluate its advantages
David Cieslak, Chief Cloud Officer, RKL eSolutions
Jul 2516:20
Conference pass

Upending the traditional CPA model

Keynotes
  • How CPAs ready for the future are adapting to technology, generational change and economic shifts
  • Tried-and-tested strategies for staying profitable in the face of diverse client demands

Create your personal agenda –check the favourite icon

Jul 2608:00
Conference pass

A new roadmap for the progressive firm: Continuous Transformation

Keynotes
  • Technology adoption and operating as a digital firm
  • A service culture that is truly client-centric and evolved to exceed the higher expectations of the next generation of clients
  • An employee experience that differentiates the firm
  • A service mix that re-thinks and extends beyond traditional services, and positions the firm as their clients’ most trusted advisor
Scott Fleszar, Vice President Product Management, Thomson Reuters
Jul 2608:50
Conference pass

A New Foundation for American Greatness? Analysis of upcoming tax reform by the IRS

Keynotes
  • Why compliance costs strengthen the case for far-reaching tax reform and how reduction will lead to accounting efficacy
  • An in-depth analysis of the wins and losses that would come with the current administration’s tax plans
  • Consequences for corporations and sole proprietors alike
Jul 2610:05
Conference pass

Automated wealth management: how Fintech is disrupting financial planning

Wealth Management
  • Seize the opportunity presented by robo-advisors and target the most affluent markets with more efficiency
  • Ensure your PFP practice is fully digital – leverage mobile, social and cloud technology to go where your clients are going
Jul 2610:30
Conference pass

How to implement the new revenue standard: A quick start guide

Bookkeeping, Cashflow & Payroll
  • How to incorporate the new FASB standards into existing bookkeeping procedures
  • Ensure company information systems are ready for the adoption and understand how to change processes to reflect the new model
Summer Taylor, Managing Director, Audit, Deloitte
Jul 2610:30
Conference pass

The Tax System of the future

Tax Management
  • Get ahead on how technology will continue to change tax compliance, perhaps to just-in-time tax systems
  • Prepare for possible federal and state tax changes based on economic, societal, environmental and technological trends, as well as to address tax policy and budget issues
Annette Nellen, Professor, San Jose State University
Jul 2610:30
Conference pass

How wealth advisors remain confident in the face of tax reform and market pressures

Wealth Management
  • Analyzing survey findings of independent wealth advisors regarding the current political climate
  • The outlook of different demographics when it comes to expectations of firm growth
Jul 2610:55
Conference pass

Machine learning and OCR: data entry made simple

Bookkeeping, Cashflow & Payroll
  • How machine learning algorithms can be combined with human analysis for valuable analytical outcomes
  • Avoid common pitfalls of faulty OCR by fail-safing your processes and educating your team
Jul 2610:55
Conference pass

Uncovering illicit financial activity

Tax Management
  • Examining financial statements for fraudulent activity
  • How to profile fraud and prepare for risk assessments
  • CFE practices in the age of big data for accounting
Joseph Emanuele, Principal, Emanuele Forensic and Valuation Services
Jul 2610:55
Conference pass

Business Value – Creation and Realization

Practice Management
  • Understand what constitutes a valuable enterprise
  • How value is created
  • How owners gain access to that value
Michael Mobley, Founder, Impetus Solutions LLC
Jul 2611:20
Conference pass

Grow your business with the next generation of advanced analytics and big data

Finance Director's Summit
  • Implement data-based decision-making models to map out the future of your business’s expansion
  • Ensure proper, company-wide governance of big data to guarantee legal compliance
  • Build analytical models that support operational improvement
  • Weigh the commercial advantages of prescriptive and predictive analytics
Jul 2611:20
Conference pass

The missing third to the trifecta - Profit

Practice Management
  • Measuring profitability in today’s accounting climate, and implementing models (labor, overhead & profitability) for CPA’s to maximize profits.
  • Can a fair hourly rate yield higher profitability than a value based billing package?
Jul 2611:45
Conference pass

Blockchain: Accounting tech of the future

Technology Theater
  • Understand what blockchain and AI mean for accounting careers, opportunities, and education
  • Harness blockchain technology to add more value to clients and organizations
  • Evaluate how blockchain makes real-time and stakeholder reporting not just a possibility, but a reality
Danetha Doe, Founder, Money and Mimosas
Jul 2611:45
Conference pass

Financial Statement Fraud by Publicly Traded Companies

Bookkeeping, Cashflow & Payroll
  • A look at some common fraud schemes and how to spot them
  • What are the most useful analytical procedures
  • How to read footnotes and conference call transcripts carefully
Keith Mautner, Forensic Accountant, FAILSAFE CPA
Jul 2611:45
Conference pass

Avoiding Malpractice in Tax Engagements

Tax Management
  • How to identify topics related to allegations of malpractice
  • Recognize relevant ethical standards
  • Determining appropriate loss prevention procedures
Kip Dellinger, Senior Tax Partner, Cooper, Moss, Resnick, Klein & Co
Jul 2611:45
Conference pass

Building your Startup's Business Model

Practice Management
  • What are the methods for breaking down any company's economics to learn how to help the founding team create a long-lasting, sustainable business
  • Learn how to work with your clients to walk them through their unit and user economics, understand their customer acquisition funnel, Key Performance Indicators (KPIs), pricing models, cost structure, and learn how to structure a forward looking pro-forma
Dan Nelson, CFO, Outside CFO
Jul 2612:10
Conference pass

Cost management for CFOs: reduce spend without reducing growth

Finance Director's Summit
  • Assign accountability at the appropriate levels and ensure company-wide buy-in for cost management strategies
  • Track successful cost reduction by analyzing both internal and external benchmarks
Jul 2612:10
Conference pass

Digital change management: streamlining internal adoption

Technology Theater
  • How to work with clients and internal stakeholders for cleaner implementation of tech-centric accounting
  • Preparing for the roadblocks: understanding where resistance might be and how to overcome it
Jul 2612:10
Conference pass

Profitability consulting for a medical practice

Bookkeeping, Cashflow & Payroll
  • How to consult and account for those in the medicine business
  • A look at some of typical methods of profit leaking; from billings, to human resources
Marc Lion, Partner, Mazars USA LLP
Jul 2612:10
Conference pass

Enhancing the quality of your auditing process

Tax Management
  • Why external auditors have come under fire from standard setters and regulatory agencies
  • How to increase the credibility of audited financial statements as well as client integrity
Jeremy Dillard, Partner, SingerLewak
Jul 2612:10
Conference pass

Marketing wealth management: promoting your services in the right places

Wealth Management
  • Research your target market and understand how best to reach them
  • Positioning: ensure your brand has clear and consistent messaging
  • Data and analytics: how to quantify and quality the impact of your promotional efforts
Jul 2612:35
Conference pass

Managing a Business in the Cloud

Technology Theater
  • A look at password management and Single Sign-On Solutions
  • What are the various kinds of application and data integration options and approaches
  • Provisioning and Deprovisioning of user accounts across multiple applications
Jul 2612:35
Conference pass

eCommerce accounting: what you need to know

Bookkeeping, Cashflow & Payroll
  • What is economic nexus for state sales and income tax and important states to watch
  • Understand the complexities around sales tax regulations for eCommerce businesses
  • Best practices for identifying filing requirements and recommendations for the modern eCommerce accountant
Frances Ellington, Senior Tax Manager, Green Hasson Janks
Jul 2612:35
Conference pass

Spotting Tricky International Personal Tax Issues for your Individual and Corporate Clients

Tax Management
  • What are some of the basics of FATCA and FBAR reporting and common pitfalls
  • Sourcing of long-term compensation, understanding income may remain taxable after an individual has left the US
  • Individual Tax Treaty exemptions – When states do not follow Federal treaty exemption, some tax authorities require employer compliance even when the individual is treaty exempt
Marlene Zobayan, Global Stock Plan Expert, Rutlen Assoicates
Jul 2612:35
Conference pass

California Income Taxation of Trusts, Estates and Beneficiaries

Wealth Management
  • Why the source of income, residence of the fiduciaries and/or beneficiaries whose interest in the trust is non-contingent (i.e., vested) is relevant
  • How the residence of the settlor, and the law governing the administration, of a trust is irrelevant, but the residence of a decedent at the time of death is relevant for purposes of taxing the income of his or her estate
  • The accumulated income of an estate may be taxed differently by California from the accumulated income of a so-called “administrative trust
Richard Kinyon, Partner, Shartsis Friese Llp
Jul 2613:00
Conference pass

Recruiting right: techniques for finance directors to build their teams

Finance Director's Summit
  • Identify the strengths and gaps in your current finance team to inform your recruitment strategy
  • Futureproof your team with an understanding of the multidisciplinary skillsets needed on future finance teams
Jul 2613:00
Conference pass

Address cybersecurity vulnerability to protect your clients, your firm and yourself

Technology Theater
  • How to conduct regular cybersecurity assessments in firms both small and large
  • Understand the most pressing threats and how to use software to shield your business against any eventuality
Jul 2613:00
Conference pass

The Coinflow Cycle: Issue, Redemption, and Reuse of ICO Utility Tokens

Bookkeeping, Cashflow & Payroll
  • GAAP centric treatment of proceeds from the issue of a utility tokens in an initial coin offering
  • Income and expense issues relating to token redemption and non-redemption by users of the token
  • Maximizing revenue from the tokens by reissuing them subsequent to redemption
Jason Tyra, Principal, Jason Tyra CPA
Jul 2613:00
Conference pass

Cannabis Legalization: What's happening? What's next?

Tax Management
  • A discussion with the state's leading cannabis business and regulatory attorneys regarding state and local regulatory implementation and the intersection with commercial cannabis business structures, transactions, and taxation
Nicole Howell Neubert, Founding Partner, Clark Neubert LLP
Ariel Clark, Founding Partner, Clark Neubert LLP
Jul 2613:00
Conference pass

Forensic accountancy for risk management

Wealth Management
  • How CFEs and CFFs can manage risk during mergers, acquisitions and venture capital investments.
  • Utilizing a fraud risk assessment to examine aspects of your business that may be susceptible
Joseph Emanuele, Principal, Emanuele Forensic and Valuation Services
Jul 2613:00
Conference pass

Interviewing clients with foreign financial accounts

Practice Management
  • What are questions you must be asking each client
  • A look at the best practices for interviewing clients
  • How to deal with client misconceptions
Abby Eisenkraft, CEO, Choice Tax Solutions
Jul 2613:25
Conference pass

Workflow solutions in tech

Technology Theater
  • Reap the benefits of cloud-based platforms for streamlined workflow and improved efficacy
  • Assess available workflow solutions for security and compliance to ensure client satisfaction
Jul 2613:25
Conference pass

Thinking strategically about cost segregation

Wealth Management
  • A look at the increasing complexity of depreciation
  • How depreciation affects property and what that means for you
Chris Hitselberger, Managing Director, SourceHOV
Jul 2613:50
Conference pass

IT infrastructure: No Office Left Behind

Finance Director's Summit
  • The foundations of a future-focused firm: can your company succeed without the right infrastructure?
  • Establish clear channels of communication between back-office IT functions and your finance team in order to ensure maximum productivity
Jul 2613:50
Conference pass

Cybersecurity in large firms

Technology Theater
  • Educate your workforce on the range of risks in a new cyber in-secure world
  • Building the IT infrastructure that will shield your firm against credible threats
Jul 2613:50
Conference pass

Don’t let documents get you down: document management for business

Bookkeeping, Cashflow & Payroll
  • Leverage imaging solutions to counter the issue of multiple data formats within small-to-medium firms
  • Implement a foolproof document management plan with a combination of tech innovation and workforce savvy
Jul 2613:50
Conference pass

Everything you need to know about Research and Development tax credits

Tax Management
  • A look at the basic overview and federal and state tax benefits
  • How to qualify and quantify the credits
  • What are the impacts of payroll tax credit
Peter Soh, Owner, Advise LLP
Jul 2613:50
Conference pass

Ethics in wealth management – what you need to know

Wealth Management
  • How to identify potential conflicts of interest and err on the side of regulatory caution when taking on new clients in PFP
  • How ethics must be inculcated as a cultural norm within larger wealth management firms
Jul 2613:50
Conference pass

Productivity Secrets: How I got to be a boss on the beach

Practice Management
  • Learning practical power packed ways to efficiently manage your time and better lead your firm.
  • How to increase intrinsic value and adding net worth to your firm
Andrea Feinberg, President/Master Coach, Coaching Insight LLC
Jul 2614:15
Conference pass

Workforce analytics: a new dimension to human capital management

Bookkeeping, Cashflow & Payroll
  • Evaluate your firm’s capability for workforce analysis and learn how to improve operations through data
  • Determine appropriate metrics and implement them in your own firm and others
Jul 2614:15
Conference pass

How tech can transform your auditing reviews

Tax Management
  • Achieve ever-deeper insight with cognitive auditing technology
  • Understand how best to invest in new IT infrastructure in order to enable tech-friendly auditing processes
Jul 2614:15
Conference pass

The customer-centric CPA: a focus on service and experience

Practice Management
  • Define customer centricity in the context of your accounting firm and establish a team vision centered around the client
  • Identify customer-facing areas for improvement from online presence and experience to customer journey
Jul 2614:40
Conference pass

Not your average workday: trials and tribulations of a start-up CFO

Finance Director's Summit
  • How the unique pressures and pain points of a young start-up can help shape a new CFO’s career development
  • Devise a 5-year plan for your start-up’s finances – leveraging technology, your team and your tenacity
Jul 2614:40
Conference pass

Will commoditization kill off accountancy?

Technology Theater
  • Will technology eventually master accountants – or is there a way accountants can master it
  • Why many CPA practices have failed in the age of disruption – and how forward-thinking accountants can avoid a similar fate
Jul 2614:40
Conference pass

Workflow solutions in tech

Bookkeeping, Cashflow & Payroll
  • Reap the benefits of cloud-based platforms for streamlined workflow and improved efficacy
  • Assess available workflow solutions for security and compliance to ensure client satisfaction
Jul 2614:40
Conference pass

Managing tax for multinationals

Tax Management
  • Understand how to perform a thorough due-diligence review and identify potential tax exposures for newly-multinational firms
  • Track the impact of potential tax reforms on cross-border revenue and transactions
Jul 2614:40
Conference pass

Auditing alternative investments

Wealth Management
  • Demystifying alternative investments: why are they so popular and why might your clients be predisposed to them?
  • Identify risks and exposure around alternative investments in your portfolio and devise a plan to keep your clients compliant
Jul 2615:05
Conference pass

Big data and analytics for bookkeepers

Bookkeeping, Cashflow & Payroll
  • Build a bookkeeping practice on big data: interpreting insights for improved business decisions
  • Work with your clients to integrate analytical technology into their workflow and streamline your services
  • Hear how other bookkeeping firms are integrating big data into their business model
Jul 2615:05
Conference pass

Succession planning for your practice

Practice Management
  • How to codify your corporate structure in order to ensure compliance continuity
  • Develop and nurture future leaders and instill them with a lasting corporate vision
  • Explore various buyer options with future revenue in mind
Mark Dauberman, President, Mark Dauberman Seminars
Jul 2615:30
Conference pass

Securing funding for small businesses

Finance Director's Summit
  • Navigate the myriad small business loans available from banks and government offices and choose the one that fits your company
  • Evaluate your firm’s suitability for funding and learn what to do in case of bad credit
  • Explore alternative routes to funding from venture capitalists to peer-to-peer lenders
Jul 2615:30
Conference pass

Tackling fraud with technology

Tax Management
  • Hear how the SEC is already using advanced tech to identify fraud faster and earlier
  • Why blockchain could be an invaluable safeguard against the risk of fraud
Jul 2615:30
Conference pass

The journey begins here: continuing education needs for aspiring wealth managers

Wealth Management
  • Set clear career goals within financial planning and understand the steps required to attain each designation
  • Evaluate the array of career options available and chart a route to wealth management success
last published: 15/May/18 13:15 GMT
 

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