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Ensuring Success Sessions 2023
As of 11/28/23
DAY 1
9:00 a.m. ET
1. WHAT WOULD YOU DO? ETHICAL DILEMMAS FACING TAX ACCOUNTANTS
Field of study: Ethics
Sponsor: Avalara
Speakers: Cory Barwick, Brian Fox, DiAndria Green
Stories of ethics violations can be educational, informative and often entertaining. Our panel of experts bring some of their best stories of things that went wrong when clients have overlooked sound business practices. This session will dig deep to assess how the dilemma could have been avoided and offer processes that clients, and sometimes their accounting expert, can use to keep them on track. It will be a lively discussion, and you can capture those hard-to-get ethics CPE credits!
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10:00 a.m. ET
2. TALES FROM THE REMOTE WORKFORCE
Field of study: Firm Management
Speakers: Jeff Phillips, Joey Havens, Al-Nesha Jones
Welcome to "Tales from the Remote Workforce," where we’ll talk through the intricacies of the modern workplace in the era of remote collaboration. In this session, we'll deep-dive into the art of building structure within a remote environment, offering you practical strategies to enhance productivity and efficiency within your distributed team. From seamless onboarding in the virtual realm to preserving the human touch, we'll equip you with the insights needed to navigate the challenges of remote work with finesse. Discover how to not just maintain but elevate your organizational culture in the digital landscape. We'll also shed light on common challenges faced by leaders. By attending this webinar, you’ll gain a profound understanding of the intricacies of remote collaboration, equipping you with the knowledge to lead a resilient and high-performing team, regardless of where they are.
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11:00 a.m. ET
3. TAX CREDITS AND THE SMALL FIRM ADVANTAGE
Field of study: Tax
Sponsor: ADP
Speakers: Nadia Rodriguez, Brandi Price, Marcus Dillon
Tax credits and incentives have generally been the purview of large corporations with armies of consultants, tax professionals and lawyers – current circumstances make them more accessible and valuable to small and mid-sized businesses. This session will include an update on ERC, information about the R&D tax credit, information about the Pass-Through Entity Tax Credit, updates on energy credits, and more – all geared toward the small firm.
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12:00 p.m. ET
4. TAX ISSUES TO BE AWARE OF IN THE COMING TAX SEASON
Field of study: Tax
Sponsor: Instead by Corvee
Speakers: Andrew Argue, James Rainwater, Lucia Valenzuela
In this session we’re going to arm you for the tax season ahead. You’ll learn about TCJA sunset provisions, how the Inflation Reduction Act will impact 2023 tax returns, Section 174 legislation, what’s on the table in Congress, and so much more.
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1:00 - 2:00 p.m. ET. Break for lunch
2:00 p.m. ET
5. ACCOUNTING FOR DIGITAL ASSETS:ADVISING YOUR CRYPTO CLIENTS
Field of study: Specialized Knowledge
Speakers: Dr. Sean Stein Smith, Mackenzie Patel
In this session, we’ll be discussing the key issues surrounding crypto and how to best advise your crypto clients in this ever-involving landscape. From upcoming regulatory changes to best practices around wallet security and hygiene, we’ve got you covered!
Watch archived webcast
3:00 p.m. ET
6. IS IT TIME TO REBRAND?
Field of study: Marketing
Speakers: Gaynor Meilke, Becky Livingston, Geni Whitehouse
What are the top 10 questions accountants should consider when opening a new firm or rebranding an existing firm? If you’re thinking it’s time for a makeover, this session is for you. You’ll lear about aligning the message you send with your firm’s personality, designing a brand that will attract the kinds of clients you most desire, effective uses of social media, and more.
Watch archived webcast
4:00 p.m. ET
7. AI FOR REAL: HOW CAN ACCOUNTANTS USE THIS TECHNOLOGY?
Field of study: Information Technology
Sponsor: SafeSend
Speakers: Andrew Hatfield, Garrett Wagner, David Cieslak
Artificial Intelligence (AI) has reached a critical inflection point, poised to completely disrupt and forever change virtually all service-based industries, including the accounting profession. This session will explore areas of impact, and how AI can be leveraged to greatly enhance efficiencies, accuracy and insights. Things are getting interesting!
Watch archived webcast
DAY 2
9:00 a.m. ET
8. HACKED! SECURITY MEASURES ACCOUNTANTS NEED TO TAKE
Field of study: Information Technology
Sponsor: Rightworks
Speakers: Roman Kepczyk, David Cieslak, Randy Johnston
Have you been hacked? If your answer is, “No,” you might want to change that to, “Not yet.” Learn from our experts everything you need to know about keeping your data safe. This session will include an update on managing passwords, information about the WISP plan that all tax accountants need to know, current threats, protection while traveling, how to educate your staff, and more.
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10:00 a.m. ET
9. ECOMMERCE INVENTORY ACCOUNTING DEMYSTIFIED
Field of study: Accounting
Sponsor: Xero
Speakers: Aaron Berson, Annie Terry, Wayne Richard
Do you have clients doing business online? In this session you’ll learn about the challenges of having an ecommerce business, in particular when there is inventory involved. Here are just a few of the questions we will answer: How is ecommerce inventory managed? What is the role of the accountant? What can an accountant offer clients in this area? What tools are available to help manage ecommerce inventory? What costing methods are appropriate for ecommerce inventory accounting? What financing methods are available? When is inventory cost recognized?
Watch archived webcast
11:00 a.m. ET
10. APPROACHABLE ADVISORY: WRAPPING YOUR ARMS AROUND SPEND MANAGEMENT
Field of study: Business Management & Organization
Sponsor: CPA.com
Speakers: Jayson Brannon, Sean Duncan, Michael Ly
In this session we’ll define and explain spend management and how it can impact your CAS practice. We’ll discuss macro trends that are driving the business of spend management, what this service can mean to your clients, how to get started with this service line, technology issues to consider, what is the difference between spend management and expense management.
Watch archived webcast
12:00 p.m. ET
11. BIG DATA: HOW MUCH IS TOO MUCH?
Field of study: Audit
Sponsor: Botkeeper
Speakers: Enrico Palmerino, Donny Shimamoto, Jim Bourke
In this session the panelists will address the concept of Big Data and the role big data will continue to play in our profession, impacting everyone from audit to tax to advisory.
Watch archived webcast
1:00 - 2:00 p.m. ET. Break for lunch
2:00 p.m. ET
12. HOW TO GROW, ELEVATE, AND SCALE TODAY'S ACCOUNTING FIRM
Field of study: Business Management & Organization
Sponsor: Wolters Kluwer
Speakers: Cathy Rowe, Andy Root, Sean Duncan
First we’ll define grow, scale, and elevate, and then share real-life scenarios of firms that have done these things. We’ll talk about the challenges firms face in implementing change, and recommendations for taking first steps toward improving your practice.
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3:00 p.m. ET
13. TAX RESOLUTION
Field of study: Business Management & Organization
Sponsor: Canopy
Speakers: Tanya Baber, Vaughan Long, Nicole Davis
What you need to know to assist your clients with solving tax issues they may be facing. We’ll discuss trends, collection issues, probability of exam, preparation for exam, how IRS collection has changed, where to find representative case law, pricing for representation, offers in compromise, penalty abatement, and the future audit landscape.
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4:00 p.m. ET
14. FROM IRRELEVANT TO IRREPLACEABLE: YOUR BUSINESS TRANSFORMATION
Field of study: Business Management & Organization
Sponsor: Zoho
Speakers: Roman Kepczyk, Geni Whitehouse, Sean Duncan
Where do you start? Determining what matters most to your clients, barriers to change, the land of advisory services, what types of services are actually available for the accountant to offer, goal setting and following through – we’ll talk through the options that are available and how you can transform your practice.
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