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.
We’re facing a shortage of accountants and the “great resignation” is putting the employee in a position of power in deciding whether to stay with a current employer or jump to another employer. When recruiting and retaining employees, how do organizations differentiate themselves as an employer of choice? The answer: ESG reports.
Go beyond ESG basics and learn how ESG will impact finance professionals and auditors. Also learn how ESG provides opportunities for career advancement and more value-added contributions to the organizations that we serve. Then form your own opinion on whether it’s here to stay or if it will go away.
As tax busy season, seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability. The topics we’ll touch on include: client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.
This session with start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and financial reporting. Then we’ll dive deeper into how to identify opportunities for automation, whether with traditional programming, robotic process automation (RPA), or machine learning. We’ll close out with a look at how the role of the finance team leader will change and the skills needed to be successful in the near future.
Learn how core accountant skills like risk management and financial planning & analysis—and their supporting technologies—and our core competencies of ethics and objectivity, play critical roles in driving better business decision-making.
Busy season seems to keep getting busier. Last-minute changes to the tax code, delayed tax software updates, workload compression, and a shortage of experienced accounting professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures force firms to figure out how to get more productivity out of their existing staff while not burning staff out and maintaining a high staff engagement level.
Yet, some tax and bookkeeping firms have been showing strong growth and even increased work-life balance. We interviewed a variety of these firms to see if we could identify the secret to their success. Attend this session to learn how these firms are bucking the general trends and achieving growth and increased profitability.
Headlines abound saying that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants. In reality, RPA and AI provide an excellent opportunity for accountants to automate more routine procedures and focus on delivering more value-added insights to help improve an organization’s performance or risk mitigation. Conversely, the use of AI can also have some adverse results if not managed properly. Accountants must be aware of these risks and work to ensure that the proper controls are in place to manage an organization’s operational and financial risks associated with automation and AI. Learn more about these technologies and their implications to the skills and knowledge needed to be an effective management accountant.
Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.
Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Utilize these technique to compute your tax season capacity.
Confused by all of the techno-mumbo jumbo around cybersecurity technologies? Let us help demystify it for you. Attend this session designed specifically for non-techies to be talked through the major cybersecurity risk areas (malware protection, device management, email protection, backup, secure document exchange, e-Signatures, etc.) and the types of options of solutions in each area that helps mitigate your risks. You’ll leave this session with a better sense of your residual cybersecurity risks, and potential option to talk to your IT person about to help mitigate those risks.
