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
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 the strategies 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

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

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 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 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

The power of networking as a CPA and as an entrepreneur

Practice Management
  •     Why building a network will drive your business forwards
  •     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 1110:05
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

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 1110:30
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

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, Business Therapist, Thaney & Associates Cpas, P.C.
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 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

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

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

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 1111:45
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

The Radical HR Manager

Bookkeeping, Cashflow & Payroll

 
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 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 1112:10
Conference pass

The IRS, New York State & you

Tax Management
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  •     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

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, Senior Consultant, Grant Thornton
Garrett Wagner, Business Therapist, Thaney & Associates Cpas, P.C.
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

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

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 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

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 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

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, Burr Pilger Mayer Inc
Jasminda Brown, Director, Burr Pilger Mayer Inc
Erik Weinapple, Tax Director, Burr Pilger Mayer Inc
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

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 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, Senior Audit Manager, 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 1209:40
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

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 121:00
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 121:25
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 121:25
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 121:50
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 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
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 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 1210:05
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.
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

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 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 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 1211:20
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 1211:45
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 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 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 1212:10
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 1212:35
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 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 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 122:15
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 122:40
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 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 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 123:05
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 123:30
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: 18/Jan/18 17:05 GMT
 

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