Accounting and Finance Show USA Agenda

 

 

New York, 7 - 8 December 2021

Schedule

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Dec 709:00
Conference pass

Keynote Presentation: Future of Technology & AI

Keynotes
Jody Padar, Author, The Radical CPA & VP of Strategy, Botkeeper
Dec 709:20
Conference pass

Presentation: Systemic Controls & Cybersecurity: Best practices & processes to consider when evaluating your risk of IT controls

Digital Transformation
Hassan Khan, Principal, Technology Services, Marks Paneth LLP
Dec 709:20
Conference pass

Presentation: Predictive cash forecasting: Ensuring accuracy of data and payments

Treasury & Cash Management
Dec 709:40
Conference pass

Panel: Blockchain: How can this decentralized technology be applied to trade finance, bank loans, cash flow issues and data control?

Digital Transformation
Sean Stein Smith, Professor, Lehman College
Gil Hildebrand, Founder and Chief Executive Officer, Gilded
Erik Weinapple, Tax Senior Manager, Moss Adams
Dec 709:40
Conference pass

Panel: AR Automation: How to improve the accounts receivable process to reduce friction points

Treasury & Cash Management
Patrick Cameron, Director of Partnerships & Technology, Aprio
Dan Luthi, Chief Operating Officer, Ignite Spot Accounting
Dec 710:40
Conference pass

Presentation: Digitalization: What accounting benefits can a robust digital infrastructure deliver?

Digital Transformation
David Bergstein, Owner, bergsteincpa
Dec 710:40
Conference pass

Presentation: Accounts payable: Enhancing business continuity, improving cash management, and increasing profitability

Treasury & Cash Management
Ron Saharyan, Co-Founder and Managing Director, Profit First Professionals
Dec 711:00
Conference pass

Panel: Automation: How can new systems focused on data, payments, tax, and reporting increase the efficiency of your business?

Digital Transformation
Moderator: Jim Bourke, Partner, Certified Public Accountant, WithumSmith+Brown
Robert Patin, Managing Partner, Patin & Associates
Ramona Cedeno, Founder And Chief Executive Officer, FiBrick
Emily Thiessen, Founder, Competitive Edge Solutions
Dec 711:00
Conference pass

Panel: Cashflow maintenance: Managing liquidity and inventory management

Treasury & Cash Management
Moderator: Jan Haugo, General Manager, High Rock Accounting
Gregory Rosoff, Chief Financial Officer, All Things Media LLC
Dec 712:00
Conference pass

Keynote presentation: Autonomous finance: The future of the SME back office

Keynotes
Rick Telberg, Owner and Chief Executive Officer, CPA Trendlines Research
Dec 712:20
Conference pass

Keynote presentation: Data storytelling: The value of understanding your data ecosystem

Keynotes
Dean Boyer, Director, Technology Services Group, Marks Paneth LLP
Dec 712:40
Conference pass

Keynote Presentation: Intuit – Here for your Practice - Today and Tomorrow

Keynotes
Dec 714:00
Conference pass

Presentation: Smart payroll: How can we leverage automation to increase efficiency and consistency

Payroll & HR
Dawn Brolin, CPA, CFE & Chief Executive Officer, Powerful Accounting
Dec 714:00
Conference pass

Presentation: Upscaling your business: Tackling legal, tax, and funding challenges

SME Business Summit
Dr. Curtis C. Cochran, Chief Executive Officer, Cochran Consulting LLC
Dec 714:20
Conference pass

Panel: Cloud tech: Adopting cloud accounting software

Payroll & HR
Moderator: Deborah Defer, Managing Director, BSO - Business Services & Outsourcing, BDO USA LLP
Laine Proctor, Owner, QuickBooks Doctor
Anu Dogra, Founder, Dogra CPA
Trevor Kennedy, Managing Partner, Logan Katz
Dec 714:20
Conference pass

Panel: Risk management: Managing government assisted funds and planning for uncertain scenarios

SME Business Summit
Peter Fehnel, Supervisory Economic Development Specialist, US Small Business Administration
Russell Safirstein, Partner in Charge, Anchin Digital Risk Solutions
Dec 715:10
Conference pass

Presentation: Complexity & scale: How to overcome challenges in growth, cashflow, and finances

Payroll & HR
Benjamin Kofi Quansah, Consultant, Deloitte Ghana
Dec 715:10
Conference pass

Presentation: Retirements, pensions and benefit plans: Preparing for the future

SME Business Summit
Stephen Abramson, President and Founding Partner, APS Pension and Financial Services
Dec 715:30
Conference pass

Panel: Automation: How to streamline your processes to reduce costly errors and time

Payroll & HR
Moderator: Ryan Lazanis, Founder, Future Firm
Melisa Gaetani, Partner, Tino-Gaetani & Carusi CPA
Keith Lewis, Project Manager, SEI, Inc
Rhamy Alejeal, Chief Executive Officer, People Processes
Dec 715:30
Conference pass

Panel: Cashflow: Forecast and modeling tools of tomorrow

SME Business Summit
Moderator: Vik Rajan, Co-Founder, Phone Blogger
Ean Murphy, Owner, Moxie Bookkeeping
Adam Hale, Co-Founder And Chief Operating Officer, Summit CPA Group
Iralma Pozo, Adjunct lecturer/ consultant, City University of New York
Dec 715:40
Conference pass

Keynote presentation: Leadership development: Diversity & inclusion in the accounting profession

Keynotes

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Dec 809:00
Conference pass

Presentation: Digital accounting: Improving accuracy with technology to maximize returns

Tax
Chaya Siegfried, Lead International Business Tax Services, WithumSmith+Brown
Dec 809:00
Conference pass

Presentation: Expense Management: How can we use AI and automation to create an advanced and accurate system?

Practice Management
Christopher Denver, Managing Director, Crowe
Dec 809:20
Conference pass

Panel: American Rescue Act: How can SMEs save on taxes in 2021

Tax
Moderator: Orume Hays, Founder And Managing Director, Hays CPA
Jeremias Ramos, Tax Manager, Withum
Mary Read, National Director Of Pension And Protection Planning, Pentegra Retirement Services
Dec 809:20
Conference pass

Panel: Connected apps: How can you embrace digital and cloud solutions for accountants and clients

Practice Management
Moderator: Gabrielle Fontaine, Founder, BookkeepingDirect
Terrell Turner, Founder, TLTurner Group
Celso Pinto, Founder & CEO, UsePixie Software UK Ltd
Phil Quimby, Product Marketing Manager - Client Advisory Services, CPA.com
Dec 810:20
Conference pass

Presentation: Tax optimization: Deductions, revenues, and losses

Tax
Brad Paladini, Attorney, Paladini Law
Dec 810:20
Conference pass

Presentation: Strategic planning: Managing risk, budgeting and the impact of new technology

Practice Management
Randy Johnston, Executive Vice President, K2 Enterprises
Dec 810:40
Conference pass

Panel: Tax landscape: How are changes in state and local taxes impacting accounting and finance

Tax
Moderator: Lisa Sretenovic, Chief Managing Officer, Visionating LLC
Michael Goral, National Cannabis And Hemp Tax Partner In Charge, Armanino LLP
Mark Pierce, Attorney, Cloud Peak Law Group
Dec 810:40
Conference pass

Panel: Integrated technology: Adding value to your client experience while increasing revenue

Practice Management
Moderator: Stephanie Koutsares, Sr. Manager, Baker Tilly
Ty Hendrickson, Consultant, Inovautus Consulting
Jennifer Farrington, Founder & Chief Executive Officer, YourMarketer LLC
Elli Papadopoulos, Principal, Skopos
Dec 811:30
Conference pass

Keynote presentation: Growth Strategies For the Future: Strategy, digital trends and other growth initiatives in accounting and finance practices

Keynotes
Sarah Cirelli, Chief Marketing Officer, Grassi
Dec 811:50
Conference pass

Keynote presentation: Remote accounting: What does the remote accounting and finance workforce and workflow look like?

Keynotes
Jake Grimm, Director of Technology, Summit CPA Group
Jody Grunden, Co-Founder And Chief Executive Officer, Summit CPA Group
Dec 812:10
Conference pass

Keynote Presentation: Your relationship is more valuable than your services – sell like it

Keynotes
Will Hill, Product Manager, Thomson Reuters
Dec 813:30
Conference pass

Presentation: Real-time accounting: Integrated solutions for taxes, cards and payroll

Accounting & Bookkeeping
Jody Padar, Author, The Radical CPA & VP of Strategy, Botkeeper
Dec 813:30
Conference pass

Presentation: Digital payments: New opportunities to optimize

E-Commerce & Payments
Rachel Rapport, President, Prestige Management and Consulting
Dec 813:50
Conference pass

Panel: Outsourcing: What processes and accounting components should be outsourced?

Accounting & Bookkeeping
Moderator: Jay Nisberg, President, Jay Nisberg Associates
Vijay Visvanathan, Founder & Director, C&R Consulting Group
Murli Balu, Founder & Director, C&R Consulting Group
Dec 813:50
Conference pass

Panel: Automated payments: How can we leverage AI, optical character recognition, and deep learning with payment details?

E-Commerce & Payments
Dec 814:20
Conference pass

Presentation: Preparing for the future: Turning technology into obscene profits

Accounting & Bookkeeping
Dec 814:50
Conference pass

Presentation: Data automation: Improving AP efficiency

Accounting & Bookkeeping
Matthew Fulton, Co-Founder and Chief Technology Officer, Parkway Business Solutions
Dec 814:50
Conference pass

Presentation: eCommerce accounting: Determining the most cost effective, accurate and efficient system for your business?

E-Commerce & Payments
Dec 815:10
Conference pass

Panel: Cash traps: How to eliminate and create a positive cashflow scenario

Accounting & Bookkeeping
Judi Otton, President, GrowthCast
Martin Zych, Co-Founder And Chief Executive Officer, Jirav
Dec 815:10
Conference pass

Panel: Payment security: Mitigating fraud and the impact on accounting

E-Commerce & Payments
Moderator: Stephen Briggs, Chief Executive Officer, Tru Golf
Donny Shimamoto, Founder and Managing Director, IntrapriseTechKnowlogies LLC
Denise W. Grove, Founder, CFO Support, Inc.
Rumbi Bwerinofa-Petrozzello, Senior Director, Consulting, Seramount
Dec 815:40
Conference pass

Presentation: The Path to Advisory - Where do you start?

Accounting & Bookkeeping
last published: 21/Oct/21 19:37 GMT

 

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