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9 Sessions
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Track 2
Track 3
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The Advisory Firm (9)

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Mon May 08

Tue May 09

Wed May 10


All Sessions (9)
(9)

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My Registered Sessions


Mon May 08
2:00 PM
2:00 PM - 2:50 PM PDT / 9:00 PM - 9:50 PM Your local time   (50 min)
Track 1 - How to Innovate the People Function in Accounting
Harbor G

The war on talent grinds on, but there are successes in the trenches, and in
this session, Alex Seiler of Top 100 firm GHJ shares how his firm has built a
people strategy that meets employees and partners where they are and brought in
learnings from other industries to stay innovative and forward-thinking.

*CPE Eligible: 1 credit*

Alex Seiler
Chief People Officer
GHJ
Speaker
3:00 PM
3:00 PM - 3:50 PM PDT / 10:00 PM - 10:50 PM Your local time   (50 min)
Track 1 - Building a Wealth Management Practice that Rivals the Rest of Your
Firm
Harbor G

For some firms, a wealth management division is a small part of the overall
firm. It doesn’t have to be that way. For firms of all sizes, wealth management
has become a leading source of revenue, new clients and an attraction for top
notch talent. It also has the added benefit of being a highly valued service in
the eyes of your clients. To have a wealth management firm as prominent as your
accounting firm takes work, and you need a business plan to get there. 

This plan should include:

 * A solid leader. A part time CPA will never get you there.  
 * A clear vision regarding who you can serve best.  
 * A tasteful marketing and communications plan that fits in with your culture.
    
 * A structured work process and product where quality control and
   professionalism rule.  
 * A talented team with a genuine career track for advancement.  
 * A feedback mechanism from your clients regarding what they like and how you
   may improve This hour will give you a structured process to continuously grow
   your wealth management firm and improve your clients’ relationships and image
   of your firm.

*CPE Eligible: 1 credit*

John Napolitano
Chairman and Founder
Napier Financial
Speaker
4:00 PM
4:00 PM - 4:50 PM PDT / 11:00 PM - 11:50 PM Your local time   (50 min)
Track 1 - The Service Lines of Tomorrow
Harbor G

From CAS and cannabis to ESG and NFTs, this panel will sift through the new and
emerging service lines that offer the greatest opportunities for accountants,
and what it takes to get involved in them.

*CPE Eligible: 1 credit*

Daniel Hood
Editor-in-Chief
Accounting Today
Moderator
Loren Fogelman
Price and Profit Consultant
Business Success Solution
Panelist
Bob Lewis
President
The Visionary Group
Panelist
Jeff Phillips
CEO
Padgett
Tue May 09
10:30 AM
10:30 AM - 11:20 AM PDT / 5:30 PM - 6:20 PM Your local time   (50 min)
Track 1 - Using Tax Credits and Incentives to Increase Your Advisory Services
Harbor G

Gain the knowledge needed to identify clients that could benefit from various
tax credits and incentives. Included are Inflation Reduction Act changes to the
45L credit, the 179D deduction, investment, and production tax credits, and the
increased benefit to a portion of the R&D tax credit. In addition, we will
discuss cost segregation, and help you navigate through all the misinformation
about the Employee Retention Credit.

What you'll learn:

 * Increase your tax advisory services by identifying various tax credits and
   incentives
 * Explore cash flow strategies that may be available for your clients through
   incentives found in the Inflation Reduction Act
 * Learn how to navigate through misinformation on various tax incentives

*CPE Eligible: 1 credit*

Randy Crabtree
Partner
Tri-Merit
Speaker
11:30 AM
11:30 AM - 12:20 PM PDT / 6:30 PM - 7:20 PM Your local time   (50 min)
Track 1 - How to Start Your Own Virtual CFO Practice
Harbor G

Presenters will discuss how to shift your accounting practice away from
compliance work and focus on advisory services. Attendees will learn what it
means to be an advisor, what profit-focused accounting means, and how to
successfully deliver it to clients as a Virtual CFO. Presenters will illustrate
how to get started with Virtual CFO service offerings and how to deliver the
services. Attendees will discover strategies and techniques necessary to scale
their firm and make it more profitable.

What you'll learn:

 * Gain a better understanding of the role of a Virtual CFO and the value it
   provides clients 
 * Get clarity around how and why you should define your niche 
 * Learn the proven approach to successful VCFO client meetings - agenda and
   cadence

*CPE Eligible: 1 credit*

Jody Grunden
Partner at Anders CPAs + Advisors
Summit CPA Group - A Division of Anders CPAs + Advisors
Speaker
12:30 PM
12:30 PM - 1:20 PM PDT / 7:30 PM - 8:20 PM Your local time   (50 min)
Track 1 - Compliance and Advisory: It’s Not Either/Or, It’s Plus/And
Harbor G

Moving to a focus on advisory doesn’t mean abandoning your compliance work – far
from it. This panel will discuss how compliance work can form the foundation of
the value you deliver in your advisory services, and how to leverage data-driven
and other insights from tax returns, bookkeeping and more to move your clients
forward.

*CPE Eligible: 1 credit*

Daniel Hood
Editor-in-Chief
Accounting Today
Moderator
Randy Crabtree
Partner
Tri-Merit
Panelist
Jody Grunden
Partner at Anders CPAs + Advisors
Summit CPA Group - A Division of Anders CPAs + Advisors
Panelist
Wed May 10
9:50 AM
9:50 AM - 10:50 AM PDT / 4:50 PM - 5:50 PM Your local time   (1 hour)
Track 1 - How to Raise your Rates without Losing Clients
Harbor G

Up to 57% of firm owners undercharge their clients. You worry that if you raise
your prices, you'll lose business. Raising your rates increases your profit
margin, without working additional hours. Join this session to discover the
proven system to seamlessly transition clients to your new rates - including
legacy clients? The keys to earning more without working more are
counter-intuitive. We'll map out the exact steps to boost your income without
feeling like a slave to your firm!

*CPE Eligible: 1 credit*

Loren Fogelman
Price and Profit Consultant
Business Success Solution
Speaker
11:00 AM
11:00 AM - 11:50 AM PDT / 6:00 PM - 6:50 PM Your local time   (50 min)
Track 1 - Use Vowels to Create Your Ideal Client Base
Harbor G

In order to grow your business the way you want to, you should maximize the
number of ideal clients you have. But, we currently have legacy clients and
historical norms to overcome. There is no one silver bullet to fix the fact that
there is more work than people. But, if we combine several strategies, we can
create the capacity we need to take on more of our ideal clients. 

What you'll learn:

 * Use your vowels
   * Automate
   *  Extend
   *  Increase Fees
   *  Outsource
   * Unsubscribe from not ideal clients
   * You're worth it!
 * Overcome partners' perception that clients will not accept any of the
   vowels. 
 * Fill your schedule with the best work first vs figure out how to get all the
   work done with limited resources
 * Practical tools and processes for each vowel that you can really do

*CPE Eligible: 1 credit*




Mike Maksymiw
Executive Director
Aprio Firm Alliance
Speaker
12:00 PM
12:00 PM - 12:50 PM PDT / 7:00 PM - 7:50 PM Your local time   (50 min)
Track 1 - Best Practices in Building a CAS Practice
Harbor G

One of the fastest-growing service offerings in the history of accounting, CAS
is a unique practice area, with its own rapidly evolving best practices. This
panel discussion will cover a wide range of important factors, from pricing and
service bundling, to finding the right clients, staffing the practice, and much
more.

*CPE Eligible: 1 credit*

Danielle Lee
Managing Editor
Accounting Today at Arizent
Moderator
Ashley Doyen
Manager, CAS Firm Strategy
CPA.com
Panelist
Michael Hsu
Founder & CEO
DeepSky
Panelist
Hitendra Patil
Author | Founder of Accountaneur
Accountaneur LLC
Panelist

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Looking for your ticket? Contact the organizer
Services, talent, technology — your firm’s roadmap for growth


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