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DCPA22 Conference Agenda

December 4-7, 2022

Sunday, December 4, 2022

1:00 PM – 4:00 PM CST

Social Events - Take a tour of Austin

Join us to enjoy some of the sights and sounds of Austin before the conference begins. Please note, separate registration for these social events are required. To register for any of the events below...

5:00 PM – 7:00 PM CST

Sunday Welcome Reception

Join us at the lobby level for a unique culinary experience befitting of Austin. Our Sunday evening reception will leverage the vibrant Revue and AAA Four-Diamond award winning Garrison restaurants to...

Monday, December 5, 2022

8:00 AM – 10:45 AM CST

DCPA22101. Preconference: Creative Capacity Strategies from a 360 Degree View

Clients need more from us than ever before. Yet leaders and staff alike are feeling exhausted, overcommitted, and unsure how to care for their team, and selves, while also meeting the needs of their...

8:00 AM – 10:45 AM CST

DCPA22102. Preconference: Time’s Up!: The Subscription Business Model for Accounting Firms

Speakers: Ron Baker

The world is moving from products and services to subscriptions, favoring access and transformations over ownership and deliverables. The advantages of a subscription model are many, including...

8:00 AM – 10:45 AM CST

DCPA22103. Preconference: CAS 2.0 and the Evolving Role of CFO Advisory

Today’s more competitive business environment calls for a more competitive client advisory services (CAS) offering. CAS 2.0 is a holistic business model framework and methodology that provides...

10:00 AM – 12:30 PM CST

Learning Labs

This is a learning experience that showcases the top innovative solutions in the accounting profession. To view the schedule of learning labs, please click here.

Please note: learning labs are not...

12:30 PM – 1:40 PM CST

Tech Zone (Onsite Only)

The Tech Zone will showcase product demos from our partners and sponsors.  To view the tech zone schedule, please click here

Tech Zone sessions are not eligible for CPE.

2:00 PM – 3:00 PM CST

DCPA2201. Welcome and Announcements | Keynote: 2030+ Building an AI led Organization

Speakers: Nancy Giordano

We are standing at the front end of an astronomical shift in how the world will work, as exponential technologies converge with quickly shifting cultural advances to reshape every industry and...

3:00 PM – 3:30 PM CST
3:30 PM – 4:25 PM CST

DCPA2202. Keynote: Future in Focus, Leadership Insights for the Road Ahead

The accounting and finance profession has a long history of adapting and leading through economic tumult. The past few years have challenged practitioners, and the business clients they serve...

4:40 PM – 5:30 PM CST

DCPA2203. Round Table Discussions

Start your conference experience by discussing ideas and initiatives with peers and thought leaders. The opening keynote speakers will spark ideas, so use this time to engage in discussion with the...

6:30 PM – 9:00 PM CST

Monday Reception

Our Monday evening reception will be held at the Copper Tank, one of Texas’s premier private event facilities located in the heart of downtown Austin - just an 8-minute walk from the Fairmont hotel...

Tuesday, December 6, 2022

5:55 AM – 6:45 AM CST

Walk or Run

Lace up your shoes and join Jennifer Wilson and Samantha Mansfield of ConvergenceCoaching, LLC for a morning walk or run at DCPA22! Meet us in the lobby at 5:55am for a 6:00am start time. The walk/run...

8:00 AM – 8:50 AM CST

DCPA2204. Keynote: Designing Work that People Love

Many of us are completely changed by our experiences in the past two years. In this keynote, researcher and bestselling author Marcus Buckingham will explore what the data tells us about what the most...

9:00 AM – 9:50 AM CST

DCPA2205. Inspiring Innovation and Leading Transformation

Innovation could be a tactical strategy in accounting firms of all sizes, from start-ups to mid-size and large firms. How do we use innovation as a tool and mindset to not only solve specific short...

9:00 AM – 9:50 AM CST

DCPA2206. Holding Client Relationship Managers (the function, not a person’s title) Partners Accountable to Doing Their Job

Those who manage client relationships (CRMs) are all over the board in how they do their job. Some consider themselves as a Trusted Advisor or a Business General Contractor bringing necessary...

9:00 AM – 9:50 AM CST

DCPA2207. DAS – Where is it today and what does the future look like?

The Dynamic Audit Solution (DAS) is a transformational audit methodology that modernizes and enhances the quality, efficiency and value of audits. The development of DAS is a partnership between the...

9:00 AM – 9:50 AM CST

DCPA2208. Beyond the Numbers Going Beyond Financials

Speakers: Dixie McCurley

Become the Financial Storyteller of the business by going Beyond the Numbers.

This session will teach you to leverage the power of engaging narrative and effective visuals so you can stand out from...

9:50 AM – 10:15 AM CST
9:50 AM – 2:45 PM CST

Tech Zone (Onsite Only)

The Tech Zone will showcase product demos from our partners and sponsors. To view the tech zone schedule, please click here.

Tech Zone sessions are not eligible for CPE.


10:15 AM – 11:30 AM CST

DCPA2209. How BI, Automation, and Data-Analytics can be leveraged by all Sized Firms

Speakers: Dan Macintosh

Accountants are increasingly being expected to add more and more value to their clients. One of the fastest growing ways to do this is through the use of BI, Automation, and Data Analytics...

10:15 AM – 11:30 AM CST

DCPA2210. Growing CAS within a Full Service Traditional Firm

Client Advisory Services (CAS) is the fastest growing practice area for many firms. Building on the foundation of cloud-based outsourced client accounting services over the past decade, CAS has...

10:15 AM – 11:30 AM CST

DCPA2211. Foundations of a Crypto Practice

With crypto becoming more prominent, and global market caps now well over $2 trillion, accounting firms are grappling with how to support clients evolving needs as it relates to digital assets.  As...

10:15 AM – 11:30 AM CST

DCPA2212. From Transactional to Relational: The Concierge CPA

Speakers: Ron Baker

The world is moving from products and services to subscriptions, favoring access and transformations over ownership and deliverables. The advantages of a subscription model are many, including...

11:40 AM – 12:30 PM CST

DCPA2213. Data Analytics Advisory & Accounting

CAS is maturing and going to the next level with financial, non-financial and industry specific metrics. 

Are you prepared to deliver this higher value insight to your clients and differentiate your...

11:40 AM – 12:30 PM CST

DCPA2214. Winning Through Talent Retention

Speakers: Jennifer Wilson

The firms that attract and retain talent will be both successful and joyful. And yet, the market has never been tougher for talent. Troubled by insurmountable workloads, talent shortages, impending...

11:40 AM – 12:30 PM CST

DCPA2215. Insights from the 2022 CAS Benchmark Survey

During this session we will do a deep dive into the benchmark study, discussing results and trends in the data.


Learning Objectives:

  • Review of the population of firms included in the benchmark study
  • Gain...

11:40 AM – 12:30 PM CST

DCPA2216. Building Cyber Advisory Services

As trusted advisors, clients look to their CPAs for countless business needs, including cybersecurity. Explore supporting this need with cyber advisory services in this session. Discover how to make...

12:30 PM – 1:30 PM CST
1:30 PM – 2:20 PM CST

DCPA2217. Data Analytics - Improve Audits and Add Revenue Streams

Data analytics has been around for decades, but only recently has the auditing profession begun to harness the power of using data and analytics to their advantage. From Understanding the Entity to...

1:30 PM – 2:20 PM CST

DCPA2218. Macroeconomic Trends and Small Business Advisory in 2023

Two topics have been top-of-mind lately for many CPAs, especially if you work with small business owners: recession and rising costs. In this session, industry experts and practitioners will explain...

1:30 PM – 2:20 PM CST

DCPA2219. Creating CAS Client Personas for Service Delivery Success

Speakers: Matthew West

As clients’ Finance and Accounting needs are becoming more complex, it’s imperative to understand their needs to deploy the correct deliverable for their engagement. In this class, we’ll discuss the...

1:30 PM – 2:20 PM CST

DCPA2220. Automating Processes and Workflows with AI, RPA and API

Accountants and their clients utilize many software solutions to manage their back office and accounting workflows. Accounting firms are increasingly looking to automate workflows and integrate the...

2:20 PM – 2:50 PM CST
3:00 PM – 4:00 PM CST

DCPA2221. Applying Data Analytics to Tax Services

Leveraging data analytics across your firm’s direct and indirect tax services is a way to generate data-driven insights and deeper understanding for your clients while creating efficiency for your...

3:00 PM – 4:00 PM CST

DCPA2222. Recruiting, Building and Managing an Offshore team

With the labor shortage and increasing cost of talent
for accounting firms, many firms have started engaging an offshore team. What
are the best practices to recruit, build, and manage an offshore...

3:00 PM – 4:00 PM CST

DCPA2223. Enabling Growth by Culling Wrong Fit Clients

Are
you looking to grow your revenue? Are you struggling with staffing and
capacity? When you trim back non-ideal clients, you are making space for the
growth of your firm and creating happier, more...

3:00 PM – 4:00 PM CST

DCPA2224. Breaking Down the Deliverables of CFO Services

Speakers: Robin Thieme

At one time, the deliverable for a scope of work was so easily identified.   This session is designed to provide some actionable tools regarding defining deliverables in a digital age, where most of...

3:00 PM – 4:00 PM CST

DCPA2225. AICPA Town Hall

Live from Digital CPA, the AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion...

4:15 PM – 5:05 PM CST

DCPA2226. Roundtable Discussions

After a day of hearing about technologies, innovations, and leadership strategies being employed, participate in the round table discussions with your peers. Select a topic of interest and explore the...

5:05 PM – 6:30 PM CST

Wednesday, December 7, 2022

8:00 AM – 8:50 AM CST

DCPA2227. Keynote: Digital CPA Update

Erik Asgeirsson, president and CEO of CPA.com, will provide an environmental scan of today’s circumstances while exploring the new business models that have been ushered in from the pandemic. Along...

9:00 AM – 9:50 AM CST

DCPA2228. Overcoming Change Obstacles Through Change Leadership

In our changing world, leadership requires that we push through the fear and uncertainty and look for the opportunities. In this session, we will identify obstacles to change management and define...

9:00 AM – 9:50 AM CST

DCPA2229. Enabling Insights Through Agile Finance

Modern finance is quickly moving away from a traditional process like month-end close (MEC) towards Agile Finance with a continuous close process. In this session, it will explore the pitfalls, risks...

9:00 AM – 9:50 AM CST

DCPA2230. De-Commoditizing Audit and Tax Services

Ensure the services you
provide standout from those of other firms and
adds the value clients are looking for. Learn about techniques on how to
provide additional deliverables and services to your...

9:00 AM – 9:50 AM CST

DCPA2231. Implementing Client Facing FP&A Tools

As client expectations shift toward more forward-looking insights, financial planning and analysis (FP&A) is now a core pillar of CAS practices. Firms can streamline their FP&A advisory services and...

9:50 AM – 10:10 AM CST
9:50 AM – 10:10 AM CST

Tech Zone (Onsite Only)

The Tech Zone will showcase product demos from our partners and sponsors.  To view the tech zone schedule, please click here

Tech Zone sessions are not eligible for CPE.

10:10 AM – 11:00 AM CST

DCPA2232. How to Maintain Culture in a Remote World

Remote work offers talent a greater opportunity to have the work life balance they have been hungry for while maintaining productivity levels. With firms making remote, or blended, work environments a...

10:10 AM – 11:00 AM CST

DCPA2233. Leveraging Project Management Best Practices to Enhance Client Service

Successful client service requires effective client and project management. Experienced professionals learn techniques and tricks to track the workflow and monitor the status. Applying project...

10:10 AM – 11:00 AM CST

DCPA2234. Upskilling Professionals to Deliver CAS 2.0

In this session, we will discuss the roles and related skillset to deliver CAS 2.0 services.  We will touch on the skills needed and how they differ from CAS 1.0.  We will review some core...

10:10 AM – 11:00 AM CST

DCPA2235. Digital Marketing: Incorporating Marketing Strategy and Analytics

Now
more than ever, technology is making it possible for us to understand more
about clients’ and prospects’ behaviors, interests and interactions with an
organization. By incorporating data and...

11:10 AM – 12:00 PM CST

DCPA2236. Keynote: Act Like an Employee, Think Like a CEO

Speakers: Simon Bailey

People with SPARK understand that a paycheck is given to people who show up, and opportunities are given to those who think and work beyond what they are paid to do.

This is a fresh way of thinking in...