Wednesday, September 20, 2023

8:00 AM
–
(50m)
ENGPS23SS. Elevate and Modernize your Client Experience Presented by ShareFile
image of David Leary
David Leary

Co-Founder

Earmark CPE

image of Stacy Shrader
Stacy Shrader

Senior Product Marketing Manager, Accounting Industry

ShareFile

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Blake Oliver

CEO

Earmark

9:00 AM
–
(50m)
EDG2302P. Becoming a Powerful and Effective Delegator
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Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching®, LLC

–
(50m)
FIN2302P. What is Generative AI for Finance? Application & Uses Cases Uncovered
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Adam Shilton

Founder

Tech for Finance

10:00 AM
–
(50m)
PFP2302P. Current Trends in Real Estate Investing
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David Blain

Chief Executive Officer

BlueSky Wealth Advisors, LLC

–
(50m)
PRAC2302P. Enabling Growth by Pruning Wrong Fit Clients
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Becca Johns

Director of Practice Growth

Rea & Associates

11:00 AM
–
(50m)
EST2302P. Planning for Beneficiaries with Addiction and Mental Illness Issues
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Wendy Goffe

Partner

Stoel Rives LLP

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(50m)
TECH2302P. Business Impact Assessments (What They are and Why They are Important)
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Ben Hunter III

CISO, Principal - Advisory Services

UHY ADVISORS

12:00 PM
–
(50m)
NAA2302P. Leases: Common Trouble Spots
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Elizabeth Gantnier

Partner

FORVIS

–
(50m)
TAX2302P. Corporate Transparency Act: T-Minus Fifteen Weeks to Launch!
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Melissa Wiley

Partner

Lowenstein Sandler LLP