Ensuring Success 2021 Sessions

Sessions subject to change. Please check back for updates.

Wednesday, Dec. 8 | Day 1

9:00 A.M. - 5:00 P.M. EST


Session 1 – 9:00 A.M. - 10:00 A.M. EST:

New Tax Legislation — Short and Long-term Planning

Sponsored by: Corvee

Panelists: Andrew Argue, Jim Duggan, Dominick Schirripa

How can you help your clients save money on taxes? What are the primary questions accountants, or their clients are asking about new legislation? Short and long-term planning opportunities resulting from 2020/2021 tax legislation and/or pending legislation. Topics will include:

  • Capital gains

  • Planning to address knowns, unknowns, dates

  • What Congress is likely to do in 2022       

  • Helping clients before year-end

  • Time frames; problems; strategies

Session 2 – 10:00 A.M. - 11:00 A.M. EST:

Automating Client Collaboration and Communication: Using Technology to Serve Your Clients Even Better than Before

Sponsored by SafeSend

Panelists: Andrew Hatfield



How successful were you in dealing with your clients remotely during the pandemic? What do your clients expect? What type of technology is required? In 2021 and going forward, client expectations will revolve around convenience, collaboration, safety and an outstanding client experience.Topics will include:

  • Transitioning from manual and in-person interaction with client to an automated experience

  • How automation improves the collaboration process for everyone

  • Types of collaboration such as engagement letters, organizers, sharing information for tax returns, K-1s, e-signatures, and invoicing      

  • General client communicaiton

Session 3 – 11:00 A.M. - 12:00 P.M. EST:

Data Security: It’s the Law

Sponsored by Right Networks

Panelists: Roman Kepczyk, Jim Bourke, Eric McMillen



Key threats (real stories) and how to protect against them:

  • Phishing

  • Ransomware

  • Social Engineering         

  • Compromised Accounts

  • Access controls (Passwords, Wallets, MFA)

  • IRS Requirements: legal requirements

  • Enterprise Security: Build or Outsource (Managed security providers/cloud).

  • Working securely when on the road

  • Securing the home workspace

  • Individual/family secured computing, use CC (never debit), digital cellular

Session 4 – 12:00 P.M. - 1:00 P.M. EST:

The Evolution of Wayfair; Building a 21st Century Sales Tax Practice

Sponsored by Avalara

Panelists: TBD



In this session, the discussion will include these topics:

  • Sales tax related problems facing clients today

  • The fast evolving role of technology as a big part of the solution

  • Wayfair can't/won't stop expanding into new industries; state-to-state tax equity; how Wayfiar is changing; what do states need to do now to ensur more revenue?    

  • States updating IT infrastructures to find sellers (no more COBOL!) in order to enforce Wayfair

  • Building a 21st century practice - client communications - must evolve

Thursday, December 9 | Day 2

9:00 A.M. - 5:00 P.M. EST

Session 13

Don't be a CASualty of CAS

Sponsored by Xero

Panelists: TBD



Whether you're building a CAS practice or looking to further automate your service lines, join our session to identify the skill sets needed to start and standardize your offering.Topics will include:

  • Importance of KPIs

  • The need for broad internal communication

  • Staffing and recruiting your team

  • Ideas to market to your clients

Topics for Ensuring Success 2021*

Lineup is subject to change closer to the event