AGENDA

REGISTER FOR FREE - OVER 100 HOURS OF CPE

New York, 11 - 12 July 2018

Schedule

Create your personal agenda –check the favourite icon

Jul 1108:00
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
Victor Wahba, VP, Mazars USA LLP
Jul 1108:25
Conference pass

From CPA to CEO: the new wave of entrepreneurial accountants

Keynotes
  • How to set aside old accounting assumptions and build a business around your own skillset
  • Combine entrepreneurialism with ambition to rise through the ranks of your accounting firm
  • Why accountants are perfectly placed to make waves in business and finance
Kelvin Joseph, CMO & COO, Steiner Sports
Jul 1108:50
Conference pass

Title Sponsorship Available

Keynotes
For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or aidan.brain@terrapinn.com
Jul 111:00
Conference pass

The Fair Working Week for small businesses in New York State

Bookkeeping, Cashflow & Payroll
  • Plan ahead for implementation of the Fair Working Week law with minimal disruption to current HCM processes
  • Ensure complete compliance to the rule and understand the consequences of non-compliance
Jul 111:00
Conference pass

Retirement planning for individuals and businesses

Wealth Management
  • Diversify your clients’ plans to optimize their tax bills and retirement withdrawals
  • Identify the crucial differences between employed and self-employed retirement plans
Jul 111:25
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 111:25
Conference pass

Thinking strategically about cost segregation

Tax 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 111:25
Conference pass

Radical Wealth Management

Wealth Management
  • New opportunities to add value and go beyond traditional services
  • How to include fee only financial planning and the cloud to grow your practice
Jody Padar, CEO, New Vision CPA
Jul 111:25
Conference pass

Maximizing the value of your accounting firm

Practice Management
  • Implement thestrategies that CPA firms and partners must consider as their careers progress
  • How to assure your firms culture, partner personalities and opportunities produce a “harmonious marriage” during the process of a merger and/or acquisition
Cheryl Goldenberg, President, Goldenberg Consulting Group
Jul 111:50
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
Moderator: Sean Stein Smith, Assistant Professor, Lehman College
Gregory LaFollette, Strategy Advisor, CPA.com
Sanjiv Singh, Director, Advisory Group, KPMG
Michael Pinna, IT & Audit Manager, Buchbinder & Tunick LLP
Jul 111:50
Conference pass

Internal auditing: developing a workforce strategy for improved risk management

Tax Management
  • 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 111:50
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 111:50
Conference pass

Marketing strategies for large accounting practices

Practice Management
Glenn Eyrich, Partner, Calibre CPA Group
Jennifer Farrington, Chief Marketing Officer, Mazars USA LLP
Jul 1110:05
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
Ranica Arrowsmith, Technology Editor, Accounting Today
Jul 1110:05
Conference pass

Adding payroll to your CPA services

Bookkeeping, Cashflow & Payroll
  • Analyze the viability of adding payroll through factors including operational costs and potential markets
  • Add value to clients by improving cashflow, compliance and workflow
  • Use cloud payroll solutions to monitor regulatory change and guarantee data security for clients
Jul 1110:05
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
Jody Grunden, Co-founder & CEO, Summit CPA Group
Jul 1110:05
Conference pass

Regulatory roadblocks: equip your clients for change

Tax Management
  • Implement a truly nimble tax management model with ready-made strategies for unexpected regulatory roadblocks
  • How tech developments can assist in ensuring regulatory compliance for modern-day tax preparers and accountants
Jamila Abston, Partner, Ernst & Young LLP
Jul 1110:05
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 need to know: how to educate yourself on wealth planning
John Napolitano, CEO, U.S. Wealth Management
Jul 1110:05
Conference pass

The power of networking as a CPA and as an entrepreneur

Practice Management
  • Why building a network will drive your business forward
  • Strategies for effective networking with tangible business goals in mind
  • Hear about EisnerAmper’s innovative ‘Friends of the Firm’ program
Nkrumah Pierre, Director, Business Development & Friends Of The Firm Program, EisnerAmper Llp
Jul 1110:30
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
Mark Leeds, Partner, Mayer Brown
Jul 1110:55
Conference pass

Developing a digital strategy for success

Technology Theater
  • Build digital strategies that fit both small and large firms successfully
  • Learn why going digital involves more than just software: use change management techniques to effect real digital transformation within your business model
Elizabeth Adams, Digital Strategy Leader, Links Advisory
Jul 1110:55
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
Jul 1110:55
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
Matthew Nissen, Finance Director, Verus Claims Services LLC
Jul 1110:55
Conference pass

Data and analytics in tax: the young professional’s perspective

Tax Management
  • Improve decision-making with data-derived insights
  • How a younger generation of professionals is leveraging analytics to add value across their tax business
Justin Hopton, Senior Tax Associate, PwC
Jul 1110:55
Conference pass

Becoming the trusted advisor on wealth

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
Ashok Rajan, VP Investments, Janney Montgomery Scott LLC
Jul 1110:55
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
Garrett Wagner, CEO, C3 Evolution Group
Jul 1111:20
Conference pass

Managing employees in the digital era

Bookkeeping, Cashflow & Payroll
  • Addressing harassment claims in the era of viral news
  • Enforcing noncompete agreements and employer remedies for employee/executive misconduct
  • Counter claims against specious lawsuits
Howard Miller, Labor, Employment and Education Law Partner, Bond, Schoeneck & King, Pllc
Jul 1111:20
Conference pass

Residency and its effect on a NYS tax audit

Tax Management
  • Domicile vs statutory residency in tax management and planning
  • Assessing the income taxable to residents and non-residents
  • What are the factors in determining residency?
Howard Miller, Labor, Employment and Education Law Partner, Bond, Schoeneck & King, Pllc
Jul 1111:20
Conference pass

The impact of tax reform on wealth management

Wealth Management
  • New strategies to consider in light of a potentially doubled estate/gift tax exemption and annual gift tax exemption
  • How to navigate the difference between the federal estate/gift tax exemption and the New York estate tax exemption
  • How planning will change for clients in different categories of wealth
  • The new roles of life insurance and other helpful financial planning tools
Matthew Rappaport, Tax Planning/ Structuring Attornery, Matthew E. Rappaport Esq. LLM
Jul 1111:20
Conference pass

Variables for valuing an accounting firm

Practice Management
  • Identifying the optimum multiple and predicting the correlating trends in the marketplace
  • Maximize the value of your firm through an understanding of typical valuation terms
Joel Sinkin, President, Transition Advisors
Jul 1111:45
Conference pass

Women in accounting

Technology Theater
Sandi Leyva, President, Sandra L Leyva, Inc
Jacquelyn Tracy, Founding Partner, Mandel & Tracy LLC
Jamila Abston, Partner, Ernst & Young LLP
Stacy Kildal, Founder, Kildal Services LLC
Jul 1111:45
Conference pass

The Radical HR Manager

Bookkeeping, Cashflow & Payroll

Jul 1111:45
Conference pass

Mapping the ideal CFO trajectory

Finance Director's Summit
  • Broaden your career horizons with a deeper and wider understanding of leadership, technology and career planning
  • Learning how to position your expertise and relationships within your organization to trace a route to the top
Richard Brand, CFO, BeyondSpring Pharmaceuticals
Jul 1111:45
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 1111:45
Conference pass

Asset management for accounting

Wealth Management
  • Learn how to transfer from accounting to asset management with an in-depth assessment of financial modelling skillsets
  • Track fixed assets and unfixed assets with software management programs
Jul 1111:45
Conference pass

M&A: a roadmap for accounting firms

Practice Management
  • Ensure your firm is prepared for potential roadblocks to mergers
  • Learn what to review in due diligence and focus your staff accordingly
  • Identify the keys to client retention during the process
Bill Carlino, Managing Director Nat'l Consulting Svcs, Transition Advisors
Jul 1111:50
Conference pass

Working smart: how tech can revolutionize your day-to-day

Bookkeeping, Cashflow & Payroll
  • Hear how the nimble firms of the future use Slack, Google Forms and other tools to double efficiency
Stacy Kildal, Founder, Kildal Services LLC
Jul 1111:50
Conference pass

Winning new business: tried-and-tested techniques

Finance Director's Summit
  • Take on an added-value role within your firm by identifying new opportunities and challenging internal processes
  • Building relationships that create stickiness with your clients and develop your team’s skills
Jacquelyn Tracy, Founding Partner, Mandel & Tracy LLC
Jul 1112:10
Conference pass

The IRS, New York State & you

Tax Management
  • How New York State and the IRS work together regarding liens, warrants, levies and installment payments
  • A look at the IRS passport revocation program, NYS driver license suspension program, and NYS voluntary disclosure program
Karen Tenenbaum, Tax Attorney, Tenenbaum Law P.C
Jul 1112:10
Conference pass

Important tax issues to consider when ending an estate or trust

Wealth Management
  • A look at the many considerations both tax and financial to consider before closing an estate
  • How tax elections, GST planning, and Accounts Role and Returns affect your estate
Robert Barnett, Tax Partner, Capell Barnett Matalon and Schoenfeld
Jul 1112:10
Conference pass

The Anticipatory CPA: from crisis manager to opportunity manager

Practice Management
  • Recognize strategies you can use to anticipate marketplace trends that will shape future markets
  • Develop clear actionable steps to accelerate growth for your organization and customers
Rebekah Brown, Manager, Membership Development and Engagement, Maryland Association of CPAs
Jul 1112:35
Conference pass

TECH INNOVATION SHOWCASE

Technology Theater
Attendees will hear from 10 of the most innovative, forward-thinking solution providers in accounting & finance technology, in a series of quick-fire product demonstrations and pitches.

12:35 Canopy Tax
Jul 1112:35
Conference pass

Employee education: transmitting value

Bookkeeping, Cashflow & Payroll
  • How outsourcing HR and payroll functions via software can help improve employees’ understandings of their benefits
  • Learn how to efficiently incorporate employee feedback into benefits administration
Jul 1112:35
Conference pass

The Radical CFO

Finance Director's Summit
  • How radical management makes more money – and how to do away with the traditional outsourced CFO model at your firm
  • How technology enables value driven transformation for your customers and requires less time from you
Jody Padar, CEO, New Vision CPA
Jul 1112:35
Conference pass

Prepare for changes to the ACA for tax preparers and CPAs

Tax Management
  • Understand the options available for avoiding healthcare cost increases
  • Capitalize on the potential advantages of reformed health care legislation
Frances McKenna, Tax Director, Marks Paneth LLP
Jul 1112:35
Conference pass

Preparing for a new era in estate planning

Wealth Management
  • Enrich your client relationships by offering relevant topical guidance on critical issues
  • Link your knowledge of governing tax regimes with appropriate products
  • Generate recurring revenue by integrating your services with those of aligned professionals
Lester Wigler, Senior Portfolio Manager, Morgan Stanley
Jul 1112:35
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
Justin Hopton, Senior Tax Associate, PwC
Jamila Abston, Partner, Ernst & Young LLP
Drew Carrick, Associate Director, Long Island University
Garrett Wagner, CEO, C3 Evolution Group
Jul 112:15
Conference pass

Effective time management for CPAs

Bookkeeping, Cashflow & Payroll
Gail Perry, Editor-In-Chief, Cpa Practice Advisor
Jul 112:15
Conference pass

Identifying risks in auditing for non-profits

Tax Management
  • Audit efficiently by ensuring internal control and compliance
  • Learn how to look out for and solve fraud issues internally and externally
  • Determine the level of risk in the non-profit sector
Sibi Thomas, Partner - Nonprofit, Government and Health Group, Marks Paneth LLP
Jul 112:15
Conference pass

Marketing wealth management services

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 112:40
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
Erik Weinapple, Tax Director, BPM LLP
Jul 112:40
Conference pass

Create an employee benefits strategy for all age groups and demographics

Bookkeeping, Cashflow & Payroll
  • Transcend traditional generational assumptions around benefits in the era of an ‘ageless’ workforce
  • Explore the range of tech solutions to make one-size-fits-all benefits strategies a reality
Melissa Krumme Hooley, Partner - Employee Benefits Plan, Anton Collins Mitchell
Jul 112:40
Conference pass

The Virtual CFO Panel

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
Moderator: Jody Grunden, Co-founder & CEO, Summit CPA Group
Jul 112:40
Conference pass

How to manage both parties in divorce proceedings

Tax Management
  • Understand the consequences of transactions and payments between spouses and former spouses
  • How the accountant can retain both parties as clients after a divorce or separation.
Eli Uncyk, Partner, Kamerman, Uncyk, Soniker & Klein P.C.
Jul 112:40
Conference pass

The current climate for social security

Wealth Management
  • Analyze little-known social security benefits that can provide a boost for CPA clients
  • Study the current social security climate looks for retirees
  • Understand and utilize knowledge of auxiliary benefits
Daniel Mazzola, Investment Advisor, American Portfolios Financial Services
Jul 112:40
Conference pass

Non-traditional marketing for accounting practices

Practice Management
  • Transform traditional engagement with new strategies in content and social media marketing
  • Streamline marketing with automated tools across your practice
  • Understand the benefits of strategies from blogging and guest writing to digital
Jeremias Ramos, Editor-in-Chief, The Daily CPA
Jul 113:05
Conference pass

Document management for small 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 113:05
Conference pass

Accounting for healthcare and non-profit organizations

Tax Management
  • Assess ongoing considerations for non-profit and healthcare clients in financial statement auditing
  • Governance practices for NFP and healthcare clients
  • The new financial statement overall project for NFP and implementation date
Alexander Buchholz, Partner, PKF O'Connor Davies
Jul 113:05
Conference pass

Financial planning software: a comprehensive evaluation

Wealth Management
  • Analyze the ability of emerging solutions to boost your wealth management services
  • Build a new financial planning model around increased efficiency and added time for strategic planning
  • Ensure compliance through AI advisory platforms
Jul 113:05
Conference pass

Brand yourself: carving out a social media niche for your practice

Practice Management
  • Understand and evaluate the wide variety of social media channels that accountants have access to in order to maximize their marketing success
  • Capitalize on niche client bases by developing unique multichannel brand recognition
  • Harness the power of video to build a strategy that goes beyond traditional accountancy marketing
Joanne DelBalso, Owner, No Fuss Accounting
Jul 113:30
Conference pass

Platinum Sponsorship Available

Keynotes
For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or aidan.brain@terrapinn.com
Jul 114:20
Conference pass

From Success to Significance: Transforming the traditional CPA model

Keynotes
  • Follow your firm into the future with tried-and-tested techniques for digital change management
  • Treat technology as an ally, not an enemy: incorporate the advantages into a new business model for your services
  • Ensure your clients are bought in to your new roadmap for success
Jody Padar, CEO, New Vision CPA
Jul 114:45
Conference pass

CEO Q&A: Leadership in accounting & technology – managing firms through disruption and innovation

Keynotes
  • Building a future-facing accounting firm from the top and the bottom: why strong leadership is vital as accounting technology changes
  • How CEOs manage change for both internal and external stakeholders in large practices

Create your personal agenda –check the favourite icon

Jul 1208:00
Conference pass

A New Foundation for American Greatness? Analysis of the GOP tax reform

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 1208:25
Conference pass

Tax: the good, the bad and the ugly

Keynotes
  • The Current Landscape - enforcement priorities of the IRS and the U.S. Department of Justice Tax Division
  • Best practices - addressing sophisticated and complex tax controversies
  • Coming into compliance – internal investigations and voluntary disclosures
Jul 1208:50
Conference pass

Platinum Sponsorship Available

Keynotes
For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or aidan.brain@terrapinn.com
Jul 1209:45
Conference pass

TECH INNOVATION SHOWCASE

Technology Theater
Attendees will hear from 10 of the most innovative, forward-thinking solution providers in accounting & finance technology, in a series of quick-fire product demonstrations and pitches.
Jul 121:00
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 121:00
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 121:00
Conference pass

NYS sales and use tax for beginners

Tax Management
  • Overview of sales and use tax
  • Understanding which tax exemptions exist in NY state and elsewhere
  • Overcoming typical obstacles of audit and documentation
Mark Stone, Managing Partner, CPA, Sales Tax Defense
Jul 121:00
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
Jul 121:00
Conference pass

Interviewing clients with foreign financial accounts

Practice Management
  • Determining client criteria and best practice during interview processes
  • How to deal with client misconceptions
Abby Eisenkraft, CEO, Choice Tax Solutions
Jul 121:25
Conference pass

How changes to revenue recognition will affect bookkeepers and accountants

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
Jul 121:25
Conference pass

Taxing the Cloud: Nexus and Sales Tax

Tax Management
  • Nexus in the age of e-commerce
  • Taxing software and cloud-based solutions – differentiation between software, data processing and information services
Michael Dillon, President, Dillon Tax Consulting LLC
Jul 121:25
Conference pass

LTC planning for the baby boomer generation

Wealth Management
  • Planning advice for high net worth clients regarding longevity and lifestyle
  • Consulting on options that allow flexibility in addressing legacy commitments
Rona Loshak, Founding Partner, Karp Loshak Long Term Care Solutions
Jul 121:25
Conference pass

Beyond compliance: adding advisory services to a practice

Practice Management
Sandi Leyva, President, Sandra L Leyva, Inc
Jul 121:50
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
Brian Browne, Principal, Mazars USA LLP
Jul 121:50
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 121:50
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 in unison with client integrity
Salvatore Collemi, Partner - Professional standards group, Marks Paneth LLP
Jul 121:50
Conference pass

Navigating today's landscape of long-term care

Wealth Management
  • Analysis of an LTC marketplace that has grown to include asset based and linked benefit solutions
Natalie Karp, Founding Partner, Karp Loshak Long Term Care Solutions
Jul 121:50
Conference pass

Productivity secrets for practice owners

Practice Management
  • Practical techniques for time management and firm leadership
  • How to increase intrinsic value and add net worth to your firm financially and metaphorically
Andrea Feinberg, President/Master Coach, Coaching Insight LLC
Jul 1210:05
Conference pass

How HR leaders optimize workflow with technology

Bookkeeping, Cashflow & Payroll
  • Master tech, but don’t let it master you: how to maintain a focus on people-centric management in the face of technological change
  • Ensure multi-user tech integration for a streamlined HR function able to maximize business efficiency
Jul 1210:05
Conference pass

Why CFOs should be tech evangelists

Finance Director's Summit
  • Explore how technology is enabling finance teams to increase impact on strategy and growth
  • Be an internal advocate for analytics, mobile, social and cloud tech in your firm’s journey to growth
Lindsay Stevenson, VP of Finance, 1st Financial Bank U.S.A.
Mark Freudenthal, CFO, Mazars USA LLP
Jul 1210:05
Conference pass

Analytics in tax planning

Tax Management
  • Using big data for deeper analysis in tax planning
  • How the IRS uses big data to audit taxes for businesses large to small
Jul 1210:05
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 1210:05
Conference pass

Big data and analytics in practice management

Practice Management
  • How big data is revolutionizing the accounting and auditing professions
  • Understand the infrastructure you need to have in place to audit copious amounts of data efficiently and effectively
  • Using textual analytics with social media data to assist in the expansion of your business
Jul 1210:30
Conference pass

Easing Tax Season workload compression

Tax Management
  • Proven techniques to deal with work load compression when preparing tax returns
  • How to use staff reviewers more effectively and efficiently
  • How your staff can benefit from compression
Edward Mendlowitz, Partner, WithumSmith+Brown PC
Jul 1210:30
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
Hank Berkowitz, Managing Principal, HB Publishing & Marketing LLC
Jul 1210:30
Conference pass

OXFORD DEBATE: Value-based pricing or hourly billing?

Practice Management
  • An examination of the pros and cons of pricing from two different approaches
  • Build a central pricing structure within a larger CPA firm to ensure customer-centric value and profits go hand in hand
Ronald Weiner, President & Chairman, Perelson Weiner LLP
Jennifer Katrulya, Practice Leader, Marks Nelson LLC
Jul 1210:55
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 1210:55
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 1210:55
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
Moderator: Michael Young, Litigation Partner, Willkie Farr & Gallagher LLP
Mary-Jo Kranacher, Professor of ACFE Fraud Examination, C.U.N.Y. York College
Dennis Lormel, President, DML Associates
Jul 1210:55
Conference pass

Going it alone vs financial planning in a CPA firm

Wealth Management
  • Are sole proprietor CPAs a dying breed – or are large, less nimble firms likely to go extinct?
  • Discuss the advantages and disadvantages of individual financial planners and how they can leverage technology to stay ahead of the curve
  • Hear why drawing on diverse talent can lead to more robust and dynamic wealth management
Bryan Koslow, Forensic CPA, Accounting Office of Harry C. Koslow
Jul 1211:20
Conference pass

Bridging the GAAP: implementing the new Lease Accounting Standard

Bookkeeping, Cashflow & Payroll
  • Analysis of the new lease accounting standard
  • Discuss key considerations for successful adoption of the new standard based on a sample implementation plan
James Medeiros, Principal, CrossCountry Consulting
Jul 1211:20
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
Mark Zabel, Data Scientist/Statistician, Verus Claims Services LLC
Jul 1211:20
Conference pass

Profit: the missing third

Practice Management
  • Measuring profitability in today’s accounting climate, and implementing models (labor, overhead & profitability) for CPAs to maximize profits
  • Can a fair hourly rate yield higher profitability than a value based billing package?
Ronald Weiner, President & Chairman, Perelson Weiner LLP
Jul 1211:45
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
Sean Stein Smith, Assistant Professor, Lehman College
Jul 1211:45
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
Pete Badas, Owner, Innovative Tax & Accounting Group, Inc.
Jul 1211:45
Conference pass

FASB’s revenue recognition standards in relation to nonprofits

Tax Management
  • How to comply with the revenue recognition standards for nonprofit owners and CPAs
  • How does this new standard affect how and when nonprofits record revenue
  • Understanding the FASB’s Proposed Auditing Standard regarding revenue recognition for government grants
John D'Amico, Director of Audit for Nonprofits, Marks Paneth LLP
Jul 1211:45
Conference pass

Life insurance industry trends and future outlook

Wealth Management
  • Advising clients on current policy status while addressing viable options for underperforming products
  • The effect of current regulatory and economic circumstances on exit strategies and trustee liability
Alan Kahn, President, CPA, Ajk Financial Group
Jul 1211:45
Conference pass

How to turn outreach into new clients

Practice Management
  • How to successfully outreach and build trust among clientele
  • How to build professional relationships and attain credibility for client staying power
Paul Calabrese, Senior Manager, Rubino & Company
Jul 1212:10
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 1212:10
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 1212:10
Conference pass

Identifying SIRF (Stolen Identity Refund Fraud)

Tax Management
  • What is SIRF and how is it different from generic identity theft?
  • A look at the pattern of transactions, investigation into data analytics, engagement with law enforcement and gap detection/ remediation
Michael Schidlow, Head of Financial Crime Compliance, HSBC
Jul 1212:10
Conference pass

Understanding the DOL’s new fiduciary rule

Wealth Management
  • Analysis: how six months of the rule have effected financial planning
  • Qualify, quantify and evaluate conflicts of interest inherent to your client portfolios
Jul 1212:10
Conference pass

Diversity and inclusion in accounting

Practice Management
  • How to conduct a frank self-assessment of the firm’s progress in diversity
  • Best practices for attracting, recruiting and retaining a diverse workforce
Jul 1212:35
Conference pass

Managing a business in the cloud

Technology Theater
  • Password management and Single Sign On Solutions
  • Application and data integration options and approaches
  • Provisioning and deprovisioning of user accounts across multiple applications
Byron Patrick, Managing Director, CPA Practice, Network Alliance
Jul 1212:35
Conference pass

eCommerce accounting for the 21st century

Bookkeeping, Cashflow & Payroll
  • Understand the complexities around sales tax regulations for eCommerce businesses
  • Identify appropriate platforms and softwares to ensure ease of use for the modern eCommerce bookkeeper
Jul 1212:35
Conference pass

Ethics in wealth management

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 122:15
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
Jennifer Templeman, Chief Operating Officer, JumpStart
Jul 122:15
Conference pass

Requirements and advantages of agreed-upon procedures (AUPs)

Tax Management
  • Analysis of an oft-overlooked service offering by practitioners and firms alike
  • Evaluating the common applications of AUPs
  • Understanding reporting and performance performance requirements
Brad Muniz, Partner In Charge of Accounting and Auditing, Sobel & Company
Jul 122:15
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 122:40
Conference pass

OXFORD DEBATE: 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 122:40
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 122:40
Conference pass

The IRS, New York State & you

Tax Management
  • How New York State and the IRS work together regarding liens, warrants, levies and installment payments
  • Analysis of the IRS passport revocation program, NYS driver license suspension program, and NYS voluntary disclosure program
Jennifer Ann Wynne, Attorney, CPA, Wynne Law P.C
Jul 122:40
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
Melisa Galasso, Owner, Galasso Learning Solutions
Jul 122:40
Conference pass

Building networks within and without the profession

Practice Management
  • Managing networking resources of ever-increasing complexity in firms from 1 to 100
  • Simplifying networking technology for the future
Robert Brown, CPA, Robert N Brown Cpa
Jul 123:05
Conference pass

Big data, Analytics and your Accounting practice

Bookkeeping, Cashflow & Payroll
  • Using big data and analytics in your practice: interpreting insights for improved business decisions
  • Work with your clients to integrate analytical technology into their workflow and create value-added services
  • Hear how other firms are integrating big data into their business model
Moderator: Ann Dzuranin, Professor of Analytics & Accounting, Northern Illinois University
Jul 123:05
Conference pass

Adding integrated tax and financial services to your client offering

Tax Management
  • Becoming the trusted advisor for your clients: creating and cultivating the right relationships
  • How tax planners are uniquely positioned to move into personal financial planning
Jul 123:05
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
Jul 123:30
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 123:30
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 123:30
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: 10/Apr/18 18:05 GMT
 

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