New York, 10 - 11 July 2019

Schedule

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Jul 1009:00
Conference pass

Keynote Address: 2020: An Accounting Odyssey – lead your firm into the future

Keynotes
  • *speaking points to be updated*
  • Embrace the digital age – master the machines and elevate your digital expertise
  • Building business, the human way – earn your clients trust and expand into advisory
  • Explore the future of revenue by employing a high-level technology stack
Christine Fenske, Managing Partner - New York Metro, Baker TillyUnited States
Jul 1011:00
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?
Marc Lion, Partner, Mazars USAUnited States
Jul 1011:00
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
Jul 1011:00
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
Jul 1011:00
Conference pass

Reporting & Analytics (1 CPE CREDIT)

HCM SUMMIT
How businesses and organizations can use data analytics to enhance their internal controls
  • Using data analytics software in decision making, fraud detection, and as analytical tools
  • Common obstacles and hurdles to effectively leveraging data in an organization
  • Data analytics tools currently available and differentiate between data analytics tools
Xixi Dong, Senior Manager, Marks Paneth LLPUnited States
John D'Amico, Director Of Audit For Nonprofits, Marks Paneth LLPUnited States
Jul 1011:00
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 GroupUnited States
Jul 1011:00
Conference pass

The Outlook for the U.S. Economy (1 CPE CREDIT)

TAX THEATER
  • The 2019 economic forecast
  • Significant risks as to why the economic growth rates are likely to not return to levels seen in previous recoveries
Dan North, Chief Economist, Euler HermesUnited Kingdom
Jul 1012:00
Conference pass

AI for accounting (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
Ranica Arrowsmith, Technology Editor, Accounting TodayUnited States
Jul 1012:00
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
Mary-Jo Kranacher, Professor Of Accounting, Acfe Endowed Professor Of Fraud Examination, C.U.N.Y. York CollegeUnited States
Dennis Lormel, President, DML AssociatesUnited States
Jul 1012:00
Conference pass

Business development and profitability for CFOs (1 CPE CREDIT)

CFO SUMMIT
  • CFOs as a key business development figure
  • How CFOs can influence an organizations profitability by cost effective decisions
  • Leverage buying power and find recurring savings
  • Improve workflow and eliminate waste on the pathway to productivity
Alexander Buchholz, Partner, PKF O'Connor DaviesUnited States
Jul 1012:00
Conference pass

Employee benefit plans and how to best transfer value to your employees (1 CPE CREDIT)

HCM SUMMIT
  • Efficiently incorporating employee feedback into benefits administration
  • Extracting information to determine the relevancy of HR benefits to your human capital
Avery Neumark, Partner, Marks Paneth LLPUnited States
Jul 1012:00
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
Iralma Pozo, Facilitator, Educator, Motivator, City University of New YorkUnited States
Robert Brown, Cpa, Robert N Brown CpaUnited States
Jul 1012:00
Conference pass

Secrets to Becoming the Accountant Everyone Wants (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • Develop the mindset to serve the clients who value you the most
  • Discover tools to automate and keep you focused on the fun stuff​​​​​​
  • Technology is creating fundamental changes in the role that the finance professional plays within the organization. There is the huge potential to automate processes, but human relationships and interactions are still needed
Andrea Parness, Cpa And Owner, A Parness Co CpaUnited States
Ean Murphy, Owner, Moxie BookkeepingUnited States
Jul 1014:00
Conference pass

How to bill A Million dollars per FTE (Full-time equivalent) using technology

BOOKKEEPING THEATER
  • Moving to the cloud with AI, bots and outsourcing
  • How to transform your firm’s culture, business model, talent and operations with AI
  • Roll with constant change and take your firm to the next level
Jody Padar, CEO, New Vision CPAUnited States
Jul 1014:00
Conference pass

Integrating payroll with HR functions

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
Jul 1014:00
Conference pass

Panel Session: How CFOs can embrace technology to efficiently manage finances

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
Elinor Litwack, Senior Manager, Outsourced Accounting And Advisory Services, Gelman Rosenberg And FreedmanUnited States
Matthew Nissen, Finance Director, Verus Claims Services LLCUnited States
Jul 1014:00
Conference pass

Profitability and your firm

PRACTICE MANAGEMENT THEATER
Optimizing Profitability by Aligning Firm and Client Values
  • Can values be aligned and how do we measure profitability
  • You are what you measure and what you reward (partner salaries, client service hours, etc)
  • Aligning values through partner compensation
How to use profit first to stand out from the competition and skyrocket your revenue
  • Become an advisor to your clients and break out of the commodity trap. Learn how to enhance your business and your "label" to immediately stand out
  • Profit restricts profit for businesses, resulting in most small businesses to not be formulaic. Discover how to flip the formula to "automatically" drive profit in your clients
Mike Michalowicz, Founder, Profit First ProfessionalUnited States
Ronald Weiner, President & Chairman, Perelson Weiner LLPUnited States
Jul 1014:00
Conference pass

Quill and The Wayfair Decision

TAX THEATER
Quill Overturned: 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
Down Goes Quill – Internet Sales Tax
  • Multi-state sales tax requirements under Wayfair
  • A practical approach for small and medium sized businesses
Timothy Noonan, State And Tax Lawyer, Hodgson Russ LLPUnited States
Mark Stone, Managing Partner, Cpa, Sales Tax DefenseUnited States
Jul 1014:00
Conference pass

Technology and the Audit (1 CPE CREDIT)

TECHNOLOGY THEATER
How Technology is changing the Audit
  • Identify how and why technology will change the way in which you perform the audit
  • What the largest firms in the US are doing in this space and how it will eventually impact the small and medium firms
How Advanced Analytics Can Assist in Your Compliance Initiatives
  • Compliance is getting tougher and even more uncertain. Real life examples of how analytics, machine learning, and AI have helped organizations with their regulatory compliance initiatives
  • Advanced analytics can help identify, discover and mitigate compliance risks by identifying connections between information silos, using compliance frameworks to organize and transform external regulatory information
Russell Safirstein, Partner In Charge, AnchinUnited States
James Bourke, Managing Director Advisory Services, WithumSmith+Brown PCUnited States
Jul 1015:00
Conference pass

Business analytics and cashflow management for Finance Directors

CFO SUMMIT
  • How to analyze data from multiple streams of your business
  • How to synthesize a better cashflow forecast
Mark Zabel, Data Scientist/Statistician, Verus Claims Services LLCUnited States
Jul 1015:00
Conference pass

Crypto and Accounting

BOOKKEEPING THEATER
The status of the cryptocurrency marketplace
  • The proliferation of stablecoins, institutional investment, and the pace of adoption for currency purposes
  • A breakdown and differentiation between blockchain and cryptocurrencies
  • What the lightning network and custodial banking licenses being granted to institutions mean for banks and other financial intermediaries
Cryptocurrency mining and investing operations – How to account for them
  • 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
Jul 1015:00
Conference pass

Panel Session: Analytics and economics: breaking down your business model

PRACTICE MANAGEMENT THEATER
  • 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
Jul 1015:00
Conference pass

Panel Session: HR essentials for a compliant workplace

HCM SUMMIT
  • Enforcing noncompete agreements and employer remedies for employee/executive misconduct
  • Addressing harassment claims in the era of viral news
Howard Miller, Labor, Employment And Education Law Partner, Bond, Schoeneck & King, PllcUnited States
Jul 1015:00
Conference pass

Panel Session: Tax implications of international expansion

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
Moderator: Marina Gentile, Lead, Global Transfer Pricing, WithumUnited States
James Brockway, Partner, Withers Bergman LLPUnited States
Jul 1017:00
Conference pass

2019 Social Media Trends: What's Working Now

BOOKKEEPING THEATER
  • New techniques to turn 'likes & shares' into paying clients
  • Do's & Don'ts, best practices for promoting seminars, P.R., blogs & videos
  • Metrics that matter: Results reporting
Hank Berkowitz, Managing Principal, HB Publishing & Marketing LLCUnited States
Vik Rajan, President, Practice Marketing Inc.United States
Jul 1017:00
Conference pass

Auditing and Forensic Accounting

TAX THEATER
Auditing for non-profits
  • 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
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
Bryan Koslow, Forensic Cpa, Accounting Office of Harry C. KoslowUnited States
John D'Amico, Director Of Audit For Nonprofits, Marks Paneth LLPUnited States
Jul 1017:00
Conference pass

Employees & expenses: cost containment for small businesses

HCM SUMMIT
  • Recognize and rectify poor expense visibility
  • Advise your SMB clients on automated reimbursement processes
  • Use data and analytics to chart expense trends
Robert Goldfarb, Principal, NCCPAPUnited States
Jul 1017:00
Conference pass

Outsourced Services

CFO SUMMIT
The cost and calculation of staffing using contractors
  • Analysis of W2 employees vs. 1099 contractors
  • When is it favorable for a company to use contractors and the hidden costs of W2 employees
  • The use of offshore contractors - cost benefit analysis
Outsourced client accounting services
  • 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
Jason Pourakis, Head of Entrepreneurial Services Group, Mazars USAUnited States
Greg Rosoff, CFO, All Things Media LLCUnited States
Jul 1017:00
Conference pass

Succession & Estate Planning

PRACTICE MANAGEMENT THEATER
Build your Firm to Sell it: A Succession Planning Guide
  • Learn how to determine your timeline and that of your firm
  • What are the key factors that drive practice value in the market?
  • Implementation scenarios with actual practice sale examples?
Estate planning - 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
Paresh Shah, President, PareShah PartnersUnited States
Darryl Boyd, Accounting Intermediary, Poe Group AdvisorsUnited States

Create your personal agenda –check the favourite icon

Jul 1109:00
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’
Jul 1111:00
Conference pass

Enhancing data and audit quality

TAX THEATER
Strategies to Enhance the Quality of Your Attest Practice
  • Thorough understanding of all applicable professional and regulatory standards
  • Development of a consistent methodology in approach based on risk
  • Building efficiencies in the execution of your engagements
Data and analytics in auditing
  • Leveraging analytics to aid decision making and assist with cost recovery, fraud detection and more Improving risk assessment through identification of anomalies and trends
Salvatore Collemi, Founder, Collemi ConsultingUnited States
Jul 1111:00
Conference pass

Financial and personal wellness for the overworked CPA

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
Iralma Pozo, Facilitator, Educator, Motivator, City University of New YorkUnited States
Jul 1111:00
Conference pass

Panel Session: Winning new business through marketing mastery

BOOKKEEPING THEATER
  • The art of effortlessly selling without being salesy
  • Distinguishing profitability from dead leads
Jennifer Farrington, Chief Marketing Officer, Mazars USAUnited States
Jul 1111:00
Conference pass

Panel: Gaining new perspectives with a diversely thinking team

PRACTICE MANAGEMENT THEATER
  • How to attract a team of technology driven innovators from diverse backgrounds
  • Nurturing and growing a team to extract highest profitability
Moderator: Orume Hays, Founder And Managing Director, Hays CPAUnited States
Jul 1111:00
Conference pass

Raising Capital

PAYMENTS THEATER
Raising capital: Access 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
Two Philanthropic Paths: Private Foundations vs. Donor-Advised Funds
  • Hundreds of thousands of philanthropically minded individuals and families have already taken a more formal step beyond “Checkbook philanthropy” to establish private foundations and or donor advised funds
  • Learn about each so that you can help clients determine which philanthropic path to consider taking
Taylor Gray, Managing Director And Senior Advisor, Fieldpoint PrivateUnited States
Jul 1112:00
Conference pass

Cybersecurity and your firm

TECHNOLOGY THEATER
Cybersecurity & your firm
  • 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
Cybersecurity – Stress testing for success
  • Since 2011, enforcement of Cybersecurity related incidents by the Federal Government, and increasingly by States, have cost victims of such business millions in fines.
  • Upscaling cybersecurity readiness is an imperative from a preventive perspective, and increasingly from regulators such as New York State or with the Office of Civil Rights with HIPAA.
Marc Schein, National Co-Chair Cyber Center Of Excellence, Marsh & McLennan AgencyUnited States
Yigal Rechtman, Partner, Rsz Forensic AssociatesUnited States
Jul 1112:00
Conference pass

Onboarding & Recruitment

PRACTICE MANAGEMENT THEATER
How to engage Mature Millennials for your staff & as clients
  • Engaging the aging millennial market of business owners
  • How do millennials need you and how you can best service them?
  • The inner workings of the non-conforming client
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
Vik Rajan, President, Practice Marketing Inc.United States
Jul 1112:00
Conference pass

Panel Session: How Cryptocurrencies are creating a demand for IT fluent forensic accountants

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
Chris Tierney, Partner, Moore ColsonUnited States
Jul 1112:00
Conference pass

Payment solutions: Cutting costs across your small business

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 1112:00
Conference pass

The emphasis on continued education within your firm

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
Edward Mendlowitz, Partner, WithumSmith+Brown PCUnited States
Jul 1114:00
Conference pass

Cashflow Management & Documentation

BOOKKEEPING THEATER
Bookkeeping made easy with cash flow management
  • Streamlined methods to track cash flow in a company’s books
  • Analyzing cash flow income and recirculation of capital for an organization
Increasing credibility of documentation and maintaining client integrity
  • Why document audits are crucial to keep KPIs accurate
  • How to accurately cross account for clients with physical and digital documentation
Christine Doxey, President, Doxey IncUnited States of America
Deniz Appelbaum, Professor Of Accounting, Montclair State UniversityUnited States
Jul 1114:00
Conference pass

Panel Session: Payment interoperability

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 1114:00
Conference pass

Panel Session: The distributed ledger – Blockchain’s role in the evolution of accounting

TECHNOLOGY THEATER
  • Gauge the efficiency of introducing blockchain-based accounting into your firm
  • The roadblocks in implementing distributed ledger technology in your firm
Jul 1114:00
Conference pass

Recruitment outside the box for the firm of the future

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
Jul 1114:00
Conference pass

Sales Effectiveness

PRACTICE MANAGEMENT THEATER
Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity
  • The two reasons your clients, customers and peers are tuning you out when you deliver financial information
  • Learning how to use financial storytelling and data visualization
  • Unlearning you outdated technological accounting standards
Turning 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
Peter Margaritis, Chief Education Officer, The Accidental AccountantUnited States
Jul 1114:00
Conference pass

Tax Complexities

TAX THEATER
IRS 101 – Dealing with collections
  • Learn about the IRS's new passport revocation program along with all the other collection tools in their arsenal
  • Some of the various collection alternatives available to taxpayers to resolve their tax debts
Estates and Trusts: Accounting for tax complexities
  • 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
Jennifer Ann Wynne, Attorney, Cpa, Wynne Law P.CUnited States
Jul 1115:00
Conference pass

Bookkeeping for risk management

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
Jul 1115:00
Conference pass

Business Valuation

PRACTICE MANAGEMENT THEATER
Business Valuation Approaches and Challenges for Accounting Professionals
  • Common valuation methodologies
  • Forensic techniques used in valuation
  • Challenges faced by valuation professionals
Succession planning for your practice
  • 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
Andrew Park, Owner, Andrew M Park CPAUnited States
Jul 1115:00
Conference pass

Digital employee management: Leveraging technology and productivity techniques

HCM SUMMIT
  • Cloud integration for remote employees - which model works the best?
  • How to manage productivity for remote teams
Matt Lynch, Managing Partner, Strategy & ResourcesUnited States
Jul 1115:00
Conference pass

Practical uses for APIs in payments

PAYMENTS THEATER
  • How APIs are doing heavy lifting for payments solutions
  • Why employing an API based payment solution may benefit your business?
Jul 1116:00
Conference pass

Digital fundraising for nonprofits and accounting for it

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
Mary Read, National Director of Pension and Protection Planning, Pentegra Financial PlanningUnited States
Jul 1116:00
Conference pass

International payments for the expanding business

PAYMENTS THEATER
  • Analyze common pitfalls of international payments
  • Understand the advantages of paying customers and clients in local currency
Jul 1116:00
Conference pass

Panel Session: Dominating industry specific accounting

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 1116:00
Conference pass

Panel: Cybersecurity in the cloud: The definitive guide

TECHNOLOGY THEATER
  • What are the various kinds of application and data and cyber security options and approaches when transitioning to the cloud
  • Utilizing cloud to its streamline workflow efficiency while staying secure
Atif Ghauri, Cybersecurity Practice Leader, Mazars USAUnited States
Jul 1116:00
Conference pass

Performance management and setting attainable goals for employees

HCM SUMMIT
  • Distributing workloads based on employee skill and strength
  • What methods should be employed to best evaluate employee performance
Julie Venkat, Chief People Officer, Mazars USAUnited States
Jul 1116:00
Conference pass

Taxation on Investments and Corps

TAX THEATER
Exploring Qualified Opportunity Zone Investments
  • Defer tax on recognized capital gains until 2026
  • Achieve tax-free returns on investments made in Opportunity Zones
  • Learns the ins and outs of investing in a syndicated or bespoke Qualified Opportunity Fund
How to use a trust as an S corporation shareholder
  • Common ways in which trusts are used as S corporation
  • Considerations of an alternative trustee under a converted S corporation
Mark Leeds, Partner, Mayer BrownUnited States
Chris Hitselberger, Managing Director, SourceHOVUnited States
last published: 21/Mar/19 13:15 GMT