New York, 10 - 11 July 2019

Schedule

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Jul 1009:00
Conference pass

Keynote Address: Building business, the human way – Earn your clients trust and expand into advisory

Keynotes
  • Utilizing wealth management skills to uniquely position your firm as your clients trusted advisor as opposed to a once a year tax planner
  • How to market your advisory skillset to gain clientele and develop a profitable business
Christine Fenske, Managing Partner - New York Metro, Baker Tilly
Jul 1010:30
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 USA
Eliezer Nunez, President, Nunez Consulting Inc.
Jul 1010:30
Conference pass

Panel: The 21st century controller: Conquering the chaos of the close (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
  • Why the status quo won’t cut it anymore when it comes to closing the books
  • How to close the books faster and more accurately by connecting your people, process, documents, and reconciliations in the cloud
  • Tactics for creating transparency and accountability on your accounting team to improve hiring and retention of top talent
Moderator: Blake Oliver, Sr. Product Marketing Manager, FloQast
Andrea Parness, Cpa And Owner, A Parness Co Cpa
Dan Nelson, Chief Financial Officer, Outside CFO
Jul 1010:30
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 KPI reporting metrics
  • Common obstacles and hurdles to effectively leveraging data in an organization
  • Comparison of data analytical tools and their relevance to modern accounting
Xixi Dong, Senior Manager, Marks Paneth LLP
Jennifer Templeman, Chief Operating Officer, JumpStart
John D'Amico, Director Of Audit For Nonprofits, Marks Paneth LLP
Jul 1010:30
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 Group
Jul 1010:30
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 Hermes
Doreen Inserra, President, Doreen M. Inserra CPA
Jul 1011:30
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 Today
Jul 1011:30
Conference pass

How progressive tax firms leverage disruption to their advantage (1 CPE CREDIT)

TAX THEATER
  • How new and emerging technology is directly, and indirectly, disrupting the tax and accounting profession
  • Capitalize on the tech opportunity by streamlining workflow and becoming an employer of choice
  • Become your clients trusted tax expert by leveraging change proactively
Corey Greene, Customer Proposition Strategy Lead, Thomson Reuters
Jul 1011:30
Conference pass

How to transfer value to your workforce through employee benefit plans and processes (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
Rhamy Alejeal, Chief Executive Officer, Poplar Financial
Avery Neumark, Partner, Marks Paneth LLP
Jul 1011:30
Conference pass

Pricing with Purpose (1 CPE CREDIT)

BOOKKEEPING THEATER
  • The current suite of accounting tools is designed to make you more efficient, yet if you charge by the hour, you'll be penalized for your investments in technology (and training)
  • It's time to Tech proof your pricing
  • Learn the pros and ons of 4 key pricing strategies and how to implement them in your firm
Damien Greathead, Vice President Of Business Development, North America, Receipt Bank
Jul 1011:30
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
  • How finance professionals can stay relevant by demonstrating their value creation capabilities
Benjamin Kofi Quansah, Strategy, Finance And Grants Management Specialist, BKQ Grants & Financial Management
Ean Murphy, Owner, Moxie Bookkeeping
Jul 1011:30
Conference pass

Trust is in the Balance (1 CPE CREDIT)

CFO SUMMIT
  • Understand what you can do to free your time from repetitive and mundane day-to-day accounting processes
  • Learn how technology can help you manage business risk and better partner with the broader organization
  • Build trust within your organization by confidently delivering high-quality financial data and reports
Alexander Buchholz, Partner, PKF O'Connor Davies
Olga Bashkatova, Principal, NextStage Advisory LLC
Jul 1013:30
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 evaluating its integrity
  • 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 College
Dennis Lormel, President, DML Associates
Jul 1013:30
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, Chief Executive Officer, New Vision CPA
Jul 1013:30
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 Freedman
Matthew Nissen, Finance Director, Verus Claims Services LLC
Jul 1013:30
Conference pass

Profitability analytics and cashflow management for the high margin business (1 CPE CREDIT)

HCM SUMMIT
  • How to analyze data from multiple streams and synthesize a better cashflow forecast
  • Ensuring accuracy in revenue forecasting
  • Evaluating marketing and other spend for profitability by utilizing ROI analysis
Mark Zabel, Data Scientist And Statistician, Verus Claims Services LLC
Jul 1013:30
Conference pass

Profitability and your firm (1 CPE CREDIT)

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 Professional
Ronald Weiner, President And Chairman, Perelson Weiner LLP
Jul 1013:30
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, Anchin
James Bourke, Partner, Certified Public Accountant, WithumSmith+Brown PC
Jul 1014:30
Conference pass

Crypto and Accounting (1 CPE CREDIT)

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
Andre Sterley, Digital Asset Group Leader, Mazars USA
Sean Stein Smith, Professor, Lehman College
Jul 1014:30
Conference pass

Panel Session: Analytics and economics: breaking down your business model (1 CPE CREDIT)

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
Jim Blake, Partner & Chief Operating Officer, Mazars USA
Brad Muniz, Partner In Charge Of Accounting And Auditing, Sobel & Company
Rona Loshak, Founding Partner, Karp Loshak Long Term Care Solutions
Jul 1014:30
Conference pass

Panel Session: HR essentials for a compliant workplace (1 CPE CREDIT)

HCM SUMMIT
  • Enforcing noncompete agreements and employer remedies for employee/executive misconduct
  • Addressing harassment claims in the era of viral news
Ilene Persoff, Professor Of Accounting, Long Island University
Andrew Torelli, Area Senior Vice President, Arthur J Gallagher Risk Management Services Inc
Jul 1014:30
Conference pass

Panel Session: Tax implications of international expansion (1 CPE CREDIT)

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, Withum
Chaya Siegfried, Lead International Business Tax Services, Withum
James Brockway, Partner, Withers Bergman LLP
Saul Howerton, VP, Advisory, Vistra USA
Jul 1014:30
Conference pass

The advantages of using a management program in your firm (1 CPE CREDIT)

CFO SUMMIT
  • How a practice management program can increase firm morale and promote business collaboration
  • Promoting workflow efficiency and achieving firm goals through a streamlined process
Leilani Elias, Accounting Manager, Wild Maney and Resnick
Robert Goldfarb, Principal, NCCPAP
Andrea Parness, Cpa And Owner, A Parness Co Cpa
Jul 1016:00
Conference pass

Auditing and Forensic Accounting (1 CPE CREDIT)

BOOKKEEPING THEATER
  • Financial statement auditing for non-profit clients
  • Identify and solve fraud issues internally and externally
Alexander Buchholz, Partner, PKF O'Connor Davies
Bryan Koslow, Forensic Cpa, Accounting Office of Harry C. Koslow
Jul 1016:00
Conference pass

New York state residency audits: Make the days count (1 CPE CREDIT)

HCM SUMMIT
  • How taxpayers with residency in another state and NY can be the target of residency audits
  • How to establish domicile and the rules and nuances around determining NYS statutory residency
Karen Tenenbaum, Tax Attorney, Tenenbaum Law P.C
Hana Boruchov, Associate Attorney, Tenenbaum Law P.C
Jul 1016:00
Conference pass

Outsourced Services (1 CPE CREDIT)

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 USA
Greg Rosoff, Chief Financial Officer, All Things Media LLC
Jul 1016:00
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
Kenneth Hauptman, Cpa, Wild Maney and Resnick
Orume Hays, Founder And Managing Director, Hays CPA
Steve Moscoe, Management Consultant Director, Mazars USA
Kelly Gonsalves, Founder, Totally Booked
Jul 1016:00
Conference pass

Quill Overturned: How the Wayfair decision will transform sales taxes nationwide (1 CPE CREDIT)

TAX THEATER
  • How the Wayfair decision changed internet sales and how common transactions Quill no longer provide protection
  • What the Quill overturn means for CPAs and tax preparers
Timothy Noonan, State And Tax Lawyer, Hodgson Russ LLP
Mark Stone, Managing Partner, Cpa, Sales Tax Defense
Jul 1016:00
Conference pass

Succession & Estate Planning (1 CPE CREDIT)

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
Robert Barnett, Tax Partner, Capell Barnett Matalon and Schoenfeld
Darryl Boyd, Accounting Intermediary, Poe Group Advisors

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 1109:30
Conference pass

10 Technologies that will change your firm (and your clients too!)

Keynotes
  • How innovative companies are using technologies to increase their sales, control their finances and expand their online presence
  • Improving employee productivity with the latest collaboration and communication tools, and getting the most from these tools using best practices
Gene Marks, President, The Marks Group PC
Jul 1110:30
Conference pass

2019 CPA Firm Trends, Technologies and Disrupters Updates (1 CPE CREDIT)

TECHNOLOGY THEATER
  • How todays core technology trends such as; cloud, collaboration, connectivity and IT security are impacting accounting firms
  • Discussion of production best practices that prove effective for accounting firms including “Lean Six Sigma” opportunities
  • How your firm stacks up to a paperless benchmark survey and opportunities for you to improve as well as key disrupters that may have a significant impact on your firm
Roman Kepczyk, Director of Firm Consulting, Right Networks
Jul 1110:30
Conference pass

Enhancing data and audit quality (1 CPE CREDIT)

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
Carly Ferris, Regional Director, Capstan Tax Strategies
Salvatore Collemi, Founder, Collemi Consulting
Jul 1110:30
Conference pass

Financial and personal wellness for the overworked CPA (1 CPE CREDIT)

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 York
Rebecca Vincent, Chief Executive Officer, Icount4You Accounting & Tax Services, Llc
Jul 1110:30
Conference pass

Panel Session: Winning new business through marketing mastery (1 CPE CREDIT)

BOOKKEEPING THEATER
  • The art of effortlessly selling without being salesy
  • Distinguishing profitability from dead leads
Jennifer Farrington, Chief Marketing Officer, Mazars USA
Jul 1110:30
Conference pass

Panel: Gaining new perspectives with a diversely thinking team (1 CPE CREDIT)

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 CPA
Rumbi Petrozzello, Principal, Rock Forensics, Llc
Steven Wertheim, President, SonMax Consultants
Jul 1110:30
Conference pass

Raising capital (1 CPE CREDIT)

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
Muriel Cheng, Partner, Friedman LLP
Taylor Gray, Managing Director And Senior Advisor, Fieldpoint Private
Jul 1111:30
Conference pass

8 Rapid fire financial planning ideas for 2019 (1 CPE CREDIT)

BOOKKEEPING THEATER
  • How to help your clients reduce their tax bill by as much as 50%
  • 8 unique ideas that will help your business owner clients save / defer taxes in 2019
Paresh Shah, President, PareShah Partners
Jul 1111:30
Conference pass

International payments for the expanding business (1 CPE CREDIT)

PAYMENTS THEATER
  • Analyze common pitfalls of international payments
  • Understand the advantages of paying customers and clients in local currency
Kelly Gonsalves, Founder, Totally Booked
Ramona Cedeno, Founder And Chief Executive Officer, Fibrick Financial Services
Jul 1111:30
Conference pass

Onboarding & Recruitment (1 CPE CREDIT)

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
Glenn Eyrich, Partner, Calibre Cpa Group
Vik Rajan, President, Practice Marketing Inc.
Jul 1111:30
Conference pass

The emphasis on continued education within your firm (1 CPE CREDIT)

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
Growing your Firm's Cloud Partnerships
  • Unlock benefits for your clients
  • Become your client's preferred advisor
  • Grow your practice through partner referrals
  • Meaningful rollouts through cloud partnerships
Michael Jones, Senior Vice President Sales And Partnerships, MBS Accounting Technology & Advisory
Edward Mendlowitz, Partner, WithumSmith+Brown PC
Jul 1111:30
Conference pass

Your house, your taxes: A primer in real estate taxes for homeowners • What can you deduct and use to your advantage when owning a home • What are the hidden costs of refinancing, and (1 CPE CREDIT)

TAX THEATER
  • What can you deduct and use to your advantage when owning a home
  • What are the hidden costs of refinancing, and how refinancing can in some cases be an advantage to some
  • What are your tax advantages and stipulations in working from your home
Taxation of foreign investment in U.S. real estate
  • How U.S. income and estate taxation affects foreign investment in U.S. real estate
  • Strategies used to minimize taxes on U.S. real estate holdings of nonresident aliens
  • How to choose the optimal tax structure for your client
Shannon Mcnulty, Principal, Law Offices of Shannon P. McNulty
Louise Hartford, CPA, Tax QA Team, Canopy
Jul 1111:30
Conference pass

Zoho Presentation (1 CPE CREDIT)

TECHNOLOGY THEATER
TBA
Marc Schein, National Co-Chair Cyber Center Of Excellence, Marsh & McLennan Agency
Yigal Rechtman, Partner, Rsz Forensic Associates
Jul 1113:30
Conference pass

Cashflow Management & Documentation (1 CPE CREDIT)

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
Deniz Appelbaum, Professor Of Accounting, Montclair State University
Christine Doxey, President, Doxey Inc
Jul 1113:30
Conference pass

Cybersecurity & your firm – Stress testing for success (1 CPE CREDIT)

TECHNOLOGY THEATER
  • 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
  • How to mitigate risk and reduce loss by testing your cybersecurity system extensively
Marc Schein, National Co-Chair Cyber Center Of Excellence, Marsh & McLennan Agency
Yigal Rechtman, Partner, Rsz Forensic Associates
Jul 1113:30
Conference pass

Panel: Exploring qualified opportunity zone investments (1 CPE CREDIT)

TAX THEATER
  • 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
Chris Hitselberger, Managing Director, SourceHOV
Mark Leeds, Partner, Mayer Brown
Jul 1113:30
Conference pass

Payment interoperability (1 CPE CREDIT)

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
Yvonne Cort, Partner, Capell Barnett Matalon and Schoenfeld
Jul 1113:30
Conference pass

Recruitment outside the box for the firm of the future (1 CPE CREDIT)

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
Diane Darling, Author And Speaker, Skills4Today
Jul 1113:30
Conference pass

Sales effectiveness (1 CPE CREDIT)

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
Gregory Matalon, Partner, Capell Barnett Matalon and Schoenfeld
Peter Margaritis, Chief Education Officer, The Accidental Accountant
Jul 1114:30
Conference pass

Business Valuation and M&A (1 CPE CREDIT)

PRACTICE MANAGEMENT THEATER
Cyber Issues in M&A Deals
  • Key questions to as during the mergers and acquisition process for more insight
  • Translating technical information into business terms that have impacts on the deal
  • What are the solutions to specific cyber issues in deals
Business Valuation Approaches and Challenges for Accounting Professionals
  • Common valuation methodologies
  • Forensic techniques used in valuation
  • Challenges faced by valuation professionals
Justin Daniels, Shareholder, Baker Donelson
Andrew Park, Owner, Andrew M Park CPA
Jul 1114:30
Conference pass

Customer relationship management: Millennials and technology (1 CPE CREDIT)

HCM SUMMIT
  • Establish long-term value-driven relationships with a generation that is more informed and connected than the previous
  • Develop creative and innovative techniques to enhance and solidify the client acceptance and continuance process
Digital employee management: Leveraging technology and productivity techniques
  • Cloud integration for remote employees - which model works the best?
  • How to manage productivity for remote teams
Matt Lynch, Managing Partner, Strategy & Resources
Isaiah Bailey, Senior Audit Associate, KPMG LLP
Jul 1114:30
Conference pass

Four main themes that make good leaders at accounting firms (1 CPE CREDIT)

BOOKKEEPING THEATER
  • When to pass on clients and doing it correctly
  • Promotion and growth of people, and when to retire and step down
Bookkeeping for risk management
  • Utilizing a fraud risk assessment to examine aspects of your business that may be susceptible
  • How to manage risk during mergers and acquisitions
Tifphani White King, Principal, National Tax Practice Leader, Mazars USA
Jul 1114:30
Conference pass

Panel Session: The distributed ledger – Blockchain’s role in the evolution of accounting (1 CPE CREDIT)

TECHNOLOGY THEATER
  • Gauge the efficiency of introducing blockchain-based accounting into your firm
  • The roadblocks in implementing distributed ledger technology in your firm
Michael Pinna, It And Audit Manager, Buchbinder & Tunick LLP
Javed Akbar, Chief Audit And Risk Executive, Rafal Real Estate Development Company
Jul 1114:30
Conference pass

Panel: Tax advantaged strategies for business owners (1 CPE CREDIT)

TAX THEATER
  • The 199A deduction, what it means and how to regain it for service businesses
  • How to reduce taxes 25% or more on IRA and 401(k) distributions
  • Eliminating required minimum distributions for better service offerings to your clients
Jim Hiza, Principal, Compass Strategies
Mary Read, National Director Of Pension And Protection Planning, Pentegra Financial Planning
Ellen Lehmert, Advanced Planning, National Life Group
Jul 1114:30
Conference pass

The Dos and Don’ts of payment processing in a GDPR era (1 CPE CREDIT)

PAYMENTS THEATER
  • Why privacy is good business and should be a requirement in your payment processing activities
  • How to stay on top of third-party service providers or vendors
  • Practical steps for your payment processing activities to comply with GDPR
Jul 1115:30
Conference pass

Exploring the options. Where do you want to be tomorrow? (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
Andrea Parness, Cpa And Owner, A Parness Co Cpa
Robert Brown, Cpa, Robert N Brown Cpa
Jul 1115:30
Conference pass

How Cryptocurrencies are creating a demand for IT fluent forensic accountants (1 CPE CREDIT)

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
Lance Rothenberg, Senior Manager, Cohn Reznick LLP
Jul 1115:30
Conference pass

Panel Session: Dominating industry specific accounting (1 CPE CREDIT)

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
Paul Sinaly, Founder, P. Sinaly CPA
Randi Busse, President, Workforce Development Group, Inc.
Jodi Daniels, Founder, Chief Executive Officer And Privacy Consultant, Red Clover Advisors, LLC
Jul 1115:30
Conference pass

Panel: Cyber safety for your practice and clients: The definitive guide (1 CPE CREDIT)

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 USA
Jake Lehmann, Managing Director, Friedman CyZen LLC
Steven Wertheim, President, SonMax Consultants
Justin Daniels, Shareholder, Baker Donelson
Jul 1115:30
Conference pass

Payment solutions: Cutting costs across your small business (1 CPE CREDIT)

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
Shoaib Ahmed, Group Financial Controller, careem
Eli Uncyk, Partner, Kamerman, Uncyk, Soniker & Klein P.C.
Jul 1115:30
Conference pass

Performance management and setting attainable goals for employees (1 CPE CREDIT)

HCM SUMMIT
  • Distributing workloads based on employee skill and strength
  • What methods should be employed to best evaluate employee performance
Tracking documents and sharing of sensitive documents
  • How to utilize E signatures for ease of access with your clients
  • How to password protect your client’s documents (think last 4 digits of social security #) for tax authorizations
Irene Wachsler, Cpa, Wachsler Cpa
Julie Venkat, Chief People Officer, Mazars USA
last published: 23/May/19 19:15 GMT