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:

Best Practices for Remote Audits

Sponsored by: Suralink

Panelists: Chris Brown, Garrett Wagner

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

New Tax Legislation — Short and Long-term Planning

Sponsored by: Corvee

Panelists: Andrew Argue, Jim Duggan, Sarah Adkisson

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 3 – 11:00 A.M. - 12:00 P.M. EST:

Data Security: It’s the Law

Sponsored by: Right Networks

Panelists: Roman Kepczyk, David Cieslak, 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:

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

Sponsored by: SafeSend

Panelists: Andrew Hatfield, Shayna Chapman, Chris Brown

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 5 – 1:00 P.M. - 2:00 P.M. EST:

Hiring Challenges for Accountants and their Clients – Tips and Tools to Become An Employer of Choice 

Sponsored by: ADP

Panelists: Breanne Murphy, Sean Duncan, Jennifer Scott


Session 6 – 2:00 P.M. - 3:00 P.M. EST:

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

Sponsored by: Avalara

Panelists: Sona Akmakjian, Jason Park, Keela Ross

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

Session 7 – 3:00 P.M. - 4:00 P.M. EST:

AI/Blockchain/Machine Learning:
What You and Your clients Need to Know

Sponsored by: Botkeeper

Panelists: Byron Patrick, Sean Stein Smith, David Cieslak


Thursday, December 9 | Day 2

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

Session 8 – 9:00 A.M. - 10:00 A.M. EST:

Accounts Payable in a Post-COVID World

Sponsored by: CorpayOne

Panelists: Bob Lewis

Session 9 – 10:00 A.M. - 11:00 A.M. EST:

Tax Treatment of COVID-related Payments

Sponsored by: Taxfyle

Panelists: TBD

Session 10 – 11:00 A.M. - 12:00 P.M. EST:

Mergers & Acquisitions: Defining and Maintaining Firm Culture in a Changing Environment

Panelists: Carl Peterson, Lindsay Stevenson, Jim Bourke


Session 11 – 12:00 P.M. - 1:00 P.M. EST:

To Be Announced  


Session 12 – 2:00 P.M. - 3:00 P.M. EST:

Don't be a CASualty of CAS

Sponsored by: Xero

Panelists: Tate Henshaw, Gustavo Suarez, Tammy DeVinny

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

Session 13 – 3:00 P.M. - 4:00 P.M. EST:

How to Create a Niche Practice  

Sponsored by: Intuit

Panelists: Jim Buffington, Geni Whitehouse, Aaron Berson


Session 14 – 4:00 P.M. - 5:00 P.M. EST:

Transitioning to Subscription-Based Pricing  

Sponsored by: Sage

Panelists: Ed Kless, Shayna Chapman, Garrett Wagner