Accounting and Finance Show USA Agenda
New York, 7 - 8 December 2021
Schedule
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Dec 708:55
Conference pass
Opening Remarks
Keynotes
Kiara Morgan, Conference Producer, Terrapinn
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
Amy Walker, CEO, Walker Agency
Dan Luthi, Chief Operating Officer, Ignite Spot Accounting
Dec 710:10
Conference pass
Fireside Chat: How the Right Document Management System Can Transform and Future-Proof Your Firm
Digital Transformation
Jeff Munn, Product Marketing Manager, M-Files
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: Cash Flow for Profitability: Why having a cash flow system is king
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 711:30
Conference pass
Panel: AI & machine learning: Making sense of the AI landscape to improve operations with digital intelligence and ensure a high success rate
Digital Transformation
Loren Eckart, Co-Founder / Innovation & Growth Executive, Digilence
Dave Sackett, Chief Solutions Architect, Visibility Corporation
Chad Osgood, Co-Founder / Operations & Technology Executive, Digilence
Dec 711:30
Conference pass
Presentation: Automating Invoice Management
Treasury & Cash Management
Natalie Jones, Senior Invoice Business Consultant, SAP Concur
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
Moderator: Erik Johnson, Chief Compliance Officer, Badger CPA
Russell Safirstein, Partner in Charge, Anchin Digital Risk Solutions
Dec 714:50
Conference pass
Presentation: Adapting and Competing through Strategic Partners and Technology
Payroll & HR
Tamara Middleton, VP Pension Operations, RMC Group
Dec 715:00
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 715:10
Conference pass
Presentation: Complexity & scale: How to overcome challenges in growth, cashflow, and finances
Payroll & HR
Benjamin Kofi Quansah, Consultant, Deloitte Ghana
Dec 715:30
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 716:00
Conference pass
Keynote presentation: Leading With Impact | Diversity, Inclusion and Belonging
Keynotes
Dec 716:40
Conference pass
Closing Remarks
Keynotes
Kiara Morgan, Conference Producer, Terrapinn
Create your personal agenda –check the favourite icon
Dec 808:55
Conference pass
Opening Remarks
Keynotes
Kiara Morgan, Conference Producer, Terrapinn
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
Russell Goldberg, Partner, Withum
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: Pandemic Tax Issues Affecting Small Businesses: How to Save Tax and Pitfalls to Avoid
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.com
Phil Quimby, Product Marketing Manager - Client Advisory Services, CPA.com
Dec 809:50
Conference pass
Keynote Presentation: Digital Transformation
Keynotes
George Jackson, SMB Value Consultant, SAP Concur
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 Marketing Technology: Adding value to your client experience while increasing revenue
Practice Management
Moderator: Stephanie Koutsares, Sr. Manager, Baker Tilly US, LLP
Ty Hendrickson, Consultant, Inovautus Consulting
Jennifer Farrington, Founder & Chief Executive Officer, YourMarketer LLC
Elli Papadopoulos, Principal, Skopos
Dec 811:10
Conference pass
Presentation: Making the Hybrid-Work Model Work for Your Firm
Practice Management
Erika Segal, Associate Brand Manager, CPA Charge
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: Fad or fashion?
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
Moderator: Andrew Wall, Managing Partner, Cpa4it PC
Dec 814:20
Conference pass
Presentation: Preparing for the future: Turning technology into obscene profits
Accounting & Bookkeeping
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
Dec 816:00
Conference pass
Closing Remarks
Keynotes
Kiara Morgan, Conference Producer, Terrapinn
last published: 06/Dec/21 18:55 GMT
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