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9 Sessions
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Track 1
Track 2
Track 3
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Firm Management (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 2 - Change Creates Opportunities to Build Firm Value
Harbor D-E

Every firm is going through some form of transition. It's more than buying,
merging, or selling -- it's managing capacity, outsourcing, expanding advisory
services, culling clients, value pricing, assessing succession, and managing
partner and staff needs. These items require firms to transform to new ideas,
realign their marketing, and adapt how they practice. Every step should build
firm enterprise value, but each item may trigger the need for other actions. As
an example, what metrics should the firm track? How should they train staff to
cross-sell? How can they teach or refine selling skills? And what type of client
should the firm focus on moving forward? This session will provide ideas on how
to manage your firm's many transitions, as well as metrics that build value and
create a firm of the future.

*CPE Eligible: 1 credit*

Bob Lewis
President
The Visionary Group
Speaker
Doug Lewis
Director
The Visionary Group
Speaker
3:00 PM
3:00 PM - 3:50 PM PDT / 10:00 PM - 10:50 PM Your local time   (50 min)
Track 2 - Crossing Borders: Best Practices for Working with an Outsourced Team
Harbor D-E

"In this presentation, I share my experience of building and working with teams
in India and Mexico and all the mistakes I made along the way! Decide if you are
ready for outsourcing and How to find the team that works best with your firm."

*CPE Eligible: 1 credit*

Kristen Keats
CPA
Sherwood Tax & Accounting
Speaker
4:00 PM
4:00 PM - 4:50 PM PDT / 11:00 PM - 11:50 PM Your local time   (50 min)
Track 2 - What Do You Need Staff For?
Harbor D-E

With the flow of accountants in the talent pipeline down to a trickle, firms
need to find alternatives to hiring accountants. This session will explore their
many options, from outsourcing and offshoring, to automation, rightsizing your
client list, and reconfiguring your job descriptions to give more work to
non-accountants.

*CPE Eligible: 1 credit*

Danielle Lee
Managing Editor
Accounting Today at Arizent
Moderator
Ralph Carnicer
VP Business Development
Taxfyle
Panelist
Kristen Keats
CPA
Sherwood Tax & Accounting
Panelist
Sponsored By:

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 2 - Change Management Strategies for Success- Heather Satterly
Harbor D-E

In this interactive session, we will explore the principles of change management
and how they can be applied to the accounting profession. We will examine common
challenges and obstacles that arise when implementing change in accounting and
discuss strategies for overcoming them. Through a combination of case studies
and group discussions, attendees will leave with a solid understanding of the
key elements of change management and how to apply them in their own work.

What you'll learn:

 * Understanding the key components of change management theory and how they
   apply to the accounting profession.
 * Identifying common challenges and obstacles to implementing change in
   accounting and strategies for overcoming them.
 * Developing a toolkit of techniques and strategies for effectively managing
   change in accounting settings.

*CPE Eligible: 1 credit*

Heather Satterley
Director of Education and Media
Woodard
Speaker
11:30 AM
11:30 AM - 12:20 PM PDT / 6:30 PM - 7:20 PM Your local time   (50 min)
Track 2 - Successful Successions: Current Trends in CPA Firm M&A
Harbor D-E

A merger whether for growth and succession is likely to be the biggest and most
important business decision practitioners will make in their careers. But often
firms are unsure of the criteria that accompanies any successful affiliation. In
this session, attendees will learn the critical 7-step process to ensure a
lasting merger as well as how to navigate and overcome potential roadblocks that
invariably will surface during the negotiation process.

What you'll learn:

 * How and when to begin transition process 
 * The framework toward choosing a successor 
 * M&A deal structures and which one may be right for you
 * An overview of the influx of private equity in CPA firm arena
 * The four ""Cs"" of a successful merger.

*CPE Eligible: 1 credit*

Bill Carlino
Managing Director
Whitman Transition Advisors LLC
Speaker
12:30 PM
12:30 PM - 1:20 PM PDT / 7:30 PM - 8:20 PM Your local time   (50 min)
Track 2 - Managing a Remote Workforce
Harbor D-E

Fully half of firms have at least some staff in a hybrid work environment, but
while the technology is in place, the management techniques often aren’t. This
session will cover how to make sure you’re getting the most from your remote
workers, while also making sure they feel fully engaged with your firm and its
culture.

*CPE Eligible: 1 credit*

Danielle Lee
Managing Editor
Accounting Today at Arizent
Moderator
Seth Fineberg
Accounting Industry Consultant/Content Strategist/Editor
Accountants Forward
Panelist
Jeff Phillips
CEO
Padgett
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 2: The Opportunity in ESG Consulting
Harbor D-E

*CPE Eligible: 1 credit*

Environmental, Social, and Governance (ESG) isn’t new, but it’s increasingly
important in the marketplace. Regulations, which already exist internationally
and are impending in the US, could have a significant impact on the accounting
profession. In this session you'll learn:

 * What you need to know about ESG
 * How organizations are setting goals and measuring their impact
 * How you can leverage ESG to help your clients and build your practice

Colleen Rozillis
Partner
Moss Adams LLP
Speaker
11:00 AM
11:00 AM - 11:50 AM PDT / 6:00 PM - 6:50 PM Your local time   (50 min)
Track 2 - Growth with and Without Merging
Harbor D-E

Phil Whitman, will share how you can take your firm on a multi-pronged
accelerated growth journey. With the Whitman Transition Advisors GPS - Growth,
Profitability & Succession, firms will be equipped with the knowledge needed to
successfully execute a strategy of: M&A, lateral partner acquisition, niche
building & advisory service offerings. Participants will leave with a roadmap to
targeted growth. Whitman will share a no fail plan of how to take your firm from
just surviving to thriving.

*CPE Eligible: 1 credit*

Philip Whitman
CEO
Whitman Transition Advisors LLC
Speaker
12:00 PM
12:00 PM - 12:50 PM PDT / 7:00 PM - 7:50 PM Your local time   (50 min)
Track 2 - What Will Your Firm Look Like in 10 Years?
Harbor D-E

The old “pyramid” model of accounting firms – with a large incoming workforce of
young accountants supporting a smaller tier of partners at the top – is proving
less and less tenable. What will firms do to shore it up – or to replace it
altogether? A look ahead at how everything from private equity to virtual work,
ad hoc partnership and firm networks, gig work and much more will offer a host
of new ways to organize accounting work.

*CPE Eligible: 1 credit*

Daniel Hood
Editor-in-Chief
Accounting Today
Moderator
Bob Lewis
President
The Visionary Group
Panelist
Mike Maksymiw
Executive Director
Aprio Firm Alliance
Panelist

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Looking for your ticket? Contact the organizer
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