Transformation CPE

As industry insiders and experts, Bob and Doug Lewis will unravel the impact of private equity, explore the myths and realities of M&A, and provide actionable strategies for firms determined to remain independent or take the next big leap. Get all your questions answered.

Special Early Bird Pricing Tiers:

• $99 – register by January 17
• $199 – register by January 24

With over 40% of Americans owning digital assets and a single bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But a few tax professionals understand how to help individuals and businesses dealing with digital assets. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients dealing in digital assets.

Diversity, Equity, Inclusion and Belonging is more than policies and programs, or head counts. Seeing a groundswell of people from many parts of the profession step up to want to do more in the DEI space, the Center for Accounting Transformation was inspired to conduct a research study on the accounting profession’s DEI journey. Join us for this insightful webinar where we’ll take a closer look at what the data is telling us.

The Staffing Strategies Research Study aims to understand the significant challenges posed by staffing shortages in the profession, and the innovative strategies accounting firms are employing to address them. Are accounting firms and finance departments managing the current talent crisis effectively? What strategies are working, and what are the lessons learned for more effective staff and workload management? Thought leaders Donny Shimamoto, CPA, CITP, CGMA and Rick Telberg take a deeper dive into research results for solving staffing!

Focused on practical applications and examples around both basic and more advanced crypto tax planning, attendees will leave with actionable business intelligence with which to advise current and future clients. In addition to these practitioner focused insights, pending legislation and possible future tax changes will be put forward and discussed.

Let’s face it, intent matters, and if you don’t have a good business culture or are taking care of your team, it’s not just your people feeling the impact, it’s also your organization’s overall performance that takes the hit. Personal sustainability is important, not only for the business professional, but for the organization. Learn about the impact of positive leadership styles; and how, as a leader, you can better advocate for your team through clearer boundaries for better time prioritization and work-life balance.

Accounting professionals, more than anyone know that sometimes it can be difficult to switch off from work – even on your days off. Although you may feel you are able to maintain the fast pace of your work, if you don’t take time to identify what drains you or lights you up, you become less productive and start to burn out. By focusing on yourself and your personal wellbeing, you can maximize your productivity and become more fulfilled, both at work and in your personal life.

Are you at risk for burnout? Becoming too focused on meeting deadlines and ignoring your physical and mental health can have an adverse affect on many business professionals who work more than 40 hours a week. Finding a balance and allowing time for self-care is not only important for employees, but also for organizations and their clients. Learn about the impact of stress, burnout, and the importance of personal wellness – especially during heightened times of seemingly never-ending responsibilities and expectations.

As the seasons change, so do the demands on our time and energy. Excessive stress and anxiety in the workplace can cause a drop in performance, missed workdays, poor productivity, and physical and mental health issues. It’s an uncontrollable spiral. Getting help early can be key to taking control of your mental health. Join us to learn how you can take back control of your mental health and understand how working with a therapist can help lessen your chances of burnout.