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, please click here.

Austin Duck Adventures: $40 per participant, max of 44

You will meet your CPA.com Host in the Fairmont lobby on Sunday, December 4 no later than 12:45pm CT. The group will then board the 1pm Austin Duck Adventures together.

The original Austin tour, Austin Duck Adventures, offers an amphibious excursion that includes tours of downtown Austin and beautiful Lake Austin in the UNSINKABLE, US coast guard inspected, Hydra Terra vehicles. Austin Duck Adventures is 75 minutes of sightseeing that encompasses the Historic Sixth Street, the State Capitol Building, the Governor's Mansion, and Lake Austin. The tour will take place rain or shine.

Walking Tour of Austin: $30 per participant, 50 max (15 person minimum)

Departing from the Fairmont Austin, participants will enjoy a leisurely 1-mile stroll through Austin's beautiful historic district!

You will meet your CPA.com host in the Fairmont lobby at 1:15pm CT to check-in before the 1:30pm CT departure.

Sites and stops include:

1. Two of the oldest homes in Austin: the historic Susanna Dickinson house and the home of William Sydney porter, a.k.a. O’Henry the great American author
2. Two blocks of historic 6th St., Austin‘s world famous live music headquarters. On 6th, our guides will give great suggestions on where to hear live music, where to eat, and where to... just have fun in general!
3. The famous Driskill Hotel, circa 1886. This iconic landmark is an active hotel that has been in constant use since its construction by Colonel Jesse Driskill, a cattle baron in 1885. The hotel was the first in Austin to boast working elevators and attach the bathrooms on the top floor. It is unique in that it is in the 90th percentile of its original integrity!
4. A quick cocktail for whoever is interested at the Driskill bar
5. Stroll the famous Congress Avenue, with a clear view of the beautiful Texas state capitol. Also, we will discuss Congress Aves' only statue and the story behind Angelina Eberley, who saved the city back in 1842.
6. Historic landmarks, including the warehouse district, the original railroad depot (1871), the infamous red-light District, known as “guy town”, and our guides will offer some great suggestions for Texas barbecue
7. Lastly, we will go back to the Fairmont, down famous 4th Street, past the Austin visitor center (a great place to buy that perfect Austin gift) and the convention center to the front door of the hotel.

The entire tour will take approximately 1 hour and 30 minutes. Rain or shine.

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 help us kick off Digital CPA with craft cocktails and extraordinary cuisine.

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 clients. Innovation is required to address the workforce shortages and bountiful opportunities facing us. In this highly interactive pre-conference session, we’ll explore creative strategies for developing on-demand capacity that include building the pipeline of future talent, broadening our client service teams to include considerable non-CPA team members, exploring non-traditional staffing options, right-sizing the work to match firm capacity, implementing technology, and tethering talent to the firm.

Leave this session with concrete strategies to create dynamic capacity and bring hope to the talent in your firm.

Learning Objectives:

• Identifying trends in talent recruiting, retention, and development
• Listing methods to analyze the firm’s service commitments and identifying which clients to cull to right-size the workload
• Listing borderless recruiting strategies and benefit considerations
• Recognizing opportunities to use more plentiful non-traditional talent in revenue-producing, client-facing roles inside your service lines and admin team including outsourcing, off-shoring, fractional and operational options
• Identifying technology to increase productivity

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: Predictable revenue; not selling services, but creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; collective knowledge of your customers, which is a competitive advantage that cannot be duplicated; the customer relationship is at the center of the firm; not pricing a product or service, but rather a series of customer transformations; and it is easier to predict demand and plan capacity more effectively. It provides peace of mind, convenience, recurring value, and a frictionless experience for the customer.



Implementing a subscription business model for firms is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is, exactly, that customers value and what you are asking them to pay for. Join Ron Baker, founder of VeraSage Institute, for a thought-provoking session on why and how the subscription business model will be the firm of the future.

Learning Objectives:

• Identify strategies utilized by businesses that have made the transition to a subscription-based model
• Recognize how to price the relationship and the portfolio

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 structure and strategy to effectively scale and digitally transform a CAS practice in today’s fast moving environment. During this session, we will discuss how firms can evolve into high-value advisory space while addressing the stumbling blocks and core issues that may arise along the way, and key strategy areas that need to be addressed. Join us for this pre-con to learn how CAS 2.0 framework can help you put your CAS practice’s future in focus.

Learning Objectives:

• Defining CAS 2.0 and the levels of service
• Identifying obstacles to establish a CAS 2.0 practice
• Recognizing the skill sets needed to deliver advisory services
• Identifying the actions, deliverables and technology needed to productize CAS 2.0

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 eligible for CPE.

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.

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 societal construct, redesigning life ahead. Artificial Intelligence (AI) is about to hit the long-anticipated exponential curve, bringing radical change to organizations. The next three years are critical to becoming an AI-led organization as this transformation will dramatically alter the what that we do, who we do it with and how it all gets done. To make the most of this huge productivity leap, we must prepare now.

Learning Objectives:

• Review the impact AI will have in the next 3 years
• Explain how exponential technologies converge with quickly shifting cultural advances will reshape every industry and societal construct, redesigning life 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, perhaps like no other time in modern history. Yet once again, firms have demonstrated a remarkable resiliency. For most firms the path has revealed itself. For most firms, the future is in focus—and while it is filled with its share of challenges, it is also filled with opportunity. Some would even say it is the Golden Era of the Trusted Advisor…

Join the foremost leading voices at the intersection of small business and the accounting profession as they share their insights for the road ahead:

• Erik Asgeirsson, President, and CEO, CPA.com 
• Barry Melancon, President, and CEO, AICPA
• Rene Lacerte, President and CEO, BILL

Learning Objectives:

• Recall an update on the profession’s most pressing issues
• Identify key drivers to firm evolution
• Recognize top trends of SMBs and new opportunities to serve clients

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 Digital CPA Community to explore the concepts. Select a topic of interest and begin discussing the application and impact in your practice.

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. Join us for food catered in from the famous Franklin’s BBQ, drinks, music and networking with the DCPA community!

Location: 504 Trinity St., Austin, TX, 78701

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 will be 4 to 5 miles or approximately 45-50 minutes - you decide your own distance and pace. All are welcome for this fun opportunity to exercise and connect with other DCPA Community Members. Be sure to dress for the weather and bring your water. See you at 5:55am!

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 effective leaders do and how individuals can make the most out of their unique contributions, as well as giving tactical, actionable steps for creating work that you love for yourself and those you lead.

Learning Objectives:

• Review what the data tells us about what the most effective leaders do and how individuals can make the most out of their unique contributions
• List actionable steps for creating work that you love for yourself and those you lead

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-term problems but also to retain talent and create lasting impact in the long run? As leaders of the accounting and tax world, what are the specific actions to drive innovation?

Learning Objectives:

• Identifying the attributes of an innovator and what women bring to the table
• Reviewing techniques to influence change
• Applying innovation to improve the status quo

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 resources to the client to help him/her/them fulfill their company’s goals. Other CRMs simply control access to what services or products their clients will be introduced to, often only introducing those they are comfortable performing. The CRM role is a critical and essential role in the firm, and most partners do not embrace the role. Yet it is a coveted role because it is usually tied to money … and unfortunately, due to poor execution, entitlement without performance. This session will discuss what actions a firm can take to ensure their CRMs perform as CRMs.

Learning Objectives:

• Distinguish the role of a Client Relationship Manager (function not title)
• Introduce a list of fundamentals a CRM must fulfill
• Review how your compensation system may be undermining the performance of this role
• Recognize how your accountability and compensation system need to work in harmony to create the necessary change management to ensure that your CRMs perform as CRMs.

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 AICPA, CPA.com, and their technology partner, Caseware International. In this session, learn about the latest updates on its development, the roadmap for future versions, and what your firm can do to start thinking about how to implement and migrate to this dynamic tool.

Learning Objectives:

• Recall the current and upcoming features of DAS.
• Identify steps to prepare to implement DAS.

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 the crowd. You’ll learn methods for reliably and efficiently creating presentations that can move audiences to embrace your big ideas, increasing your influence and accelerating your strategic planning. No more boring month end close meetings!

Learning Objectives:

• Apply confidence in analyzing your audience and deliver numbers that resonate Beyond Financials
• Review how to distill complex information into a compelling Story of the Business
• Recognize how to think like a Financial Storyteller and apply context, trends, benchmarks, unity, and flow
• List ways to generate unique ideas and actions every time you present to clients
• Identify what makes a visually powerful slide, story or deliverable

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.

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. Accountants can use these tools to help their clients uncover valuable insights in their financials, identify process improvements that can save money, and evaluate overall performance. But how do you get started?

In this session, you will learn how to get started with BI, Automation, and Data Analytics and ways to bring value to your clients.

Learning Objectives:

• Define what BI, Automation, and Data Analytics is.
• List the different types available to all sized firms.
• Recognize how firms of all sizes implement BI, Automation, and Data Analytics to be successful

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 quickly become a high demand, high value opportunity for firms to deepen client relationships and expand share of wallet with clients within vertical niches. Because CAS looks quite a bit different than traditional services such as tax and audit in terms of client service delivery and performance metrics, it has challenged the status quo of how CPA firms package, price, and position themselves with clients. In this session, we’ll explore trends, best practices, and change strategies for firms to optimize their delivery of CAS services, re-orient client relationship management philosophy, and evaluate practice area performance differently.

Learning Objectives:

• Review the CAS transformation & practice maturity model of CAS offerings
• Identify & assess impediments to growing CAS within traditional firm structures
• List best practices to navigating internal CAS growth impediments
• Recall change management techniques required to execute a CAS strategy

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 they begin considering how best to introduce a digital asset practice area, CPA firms can categorize crypto support into tiers based on the company’s level of knowledge about blockchain and digital assets--from complete novice activities to more sophisticated instances.  They can then decide which tiers provide the best opportunities for the firm to add value.  In this session, crypto experts will review the new tiered approach to building a crypto practice, and practitioners operating in each of the tiers will discuss how they are delivering services as well as the steps their firm took to building out the new service line. 

Common questions will be answered:

• What are the types of crypto use cases that clients can be expected to present?
• From a service perspective, valuations and reporting of crypto have been known to be challenging in the past (data normalization, disparate data sources, etc).  How has valuation and reporting of crypto evolved?  What challenges remain?
• What are the tools necessary to perform crypto valuation and reporting services
• What is on the horizon for new uses cases (payments, CBDC, Stablecoins, DeFi, NFTs, etc.) and what can the profession do to prepare?
• How do firms evolve their practices, what existing service lines could meet crypto client needs, and how would they be offered?
• How do you vet a crypto client to determine whether they are a good fit for your practice?

Learning Objectives:

• Identify the 3 tiers of a crypto practice
• Review the tools necessary for crypto valuation and reporting
• Recognize how to evolve service lines to meet client needs

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: Predictable revenue; not selling services, but creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; collective knowledge of your customers, which is a competitive advantage that cannot be duplicated; the customer relationship is at the center of the firm; not pricing a product or service, but rather a series of customer transformations; and it is easier to predict demand and plan capacity more effectively. It provides peace of mind, convenience, recurring value, and a frictionless experience for the customer.

Implementing a subscription business model for firms is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is, exactly, that customers value and what you are asking them to pay for. Join Ron Baker, founder of VeraSage Institute, for a thought-provoking session on why and how the subscription business model will be the firm of the future.

Learning Objectives:

• Identify the new accounting information and KPIs to represent the economics of a subscription business
• Recognize how to "pluss" your offering—only uncommon services command premium pricing

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 offerings? 

Learn how you can take traditional metrics one step further and tools you can utilize to help on the journey.

Learning Objectives:

• Recognize ways to expand traditional metrics by utilizing data analytics
• Apply data analytics across your client base to provide value added services
• Identify the various technology tools available to deliver the desired result

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 retirements and a very dynamic marketplace, our people are being called away from our firms. In this interactive session, we’ll explore strategies for stabilizing your team by creating a culture of transparency, collaboration, inclusivity, excitement, and change.

After attending, you’ll be ready to execute ideas to ensure your firm wins as a destination of choice for talent.

Learning Objectives:

• Identifying the hallmark characteristics of a transparent, trusting culture
• Defining steps to include your talent in envisioning a new future for your firm
• Recognizing the importance of including different perspectives and levels – more weighted to Next Gen -- in your firm’s overall strategies and plans
• List of intriguing “wow” factors firms are creating to both attract and stick talent long-term

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 insights into the results of the benchmark study and identify and discuss trends in CAS

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 the most of tools, resources and providers to develop this rapidly growing service area in your firm. We’ll start from the beginning with a look at the service offerings included in cyber advisory services, spotlight potential opportunities, and hear about solutions from technology providers.

Learning Objectives:

• Recognize opportunities available to firms in the cyber advisory space
• Identify solutions firms can leverage when implementing cyber advisory services

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 reducing sample sizes in revenue detail testing, the opportunities are everywhere. In this session, we'll go over some practical ways to use data, analytics, auditor judgment and the audit process to realize significant benefits to your audits. 

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 how economic conditions and trends are impacting small businesses, as well as how to leverage this knowledge and play the role of a trusted business advisor to your clients. You’ll learn actionable steps to help mitigate risk and hedge against a recession and rising costs. Plus, learn what a changing technology landscape may mean for your firm’s relationship with its small business clients in the year ahead.

Learning Objectives:

• Recognize how current economic conditions are affecting small businesses
• Identify risk management and financing advisory strategies that can protect clients from rising costs
• Review examples of CPA firms providing financing advisory services to clients today
• Apply advancements in small business technology needed to support clients through economic volatility

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 client type(s), meet the client where they exist, define the deliverable of CASH FLOW, STAFFING, FINANCIAL PERFORMACE, CLINICAL DATA, PREPPING FOR SALE depending on persona, and other new emerging situations we are beginning to see. In this course, we’ll take a pragmatic approach to how to custom fit the CAS engagement by persona and how to effectively right size their engagement for service delivery success.

Learning Objectives:

• Determine how to position CAS services to address clients' needs, while keeping within your firm’s bandwidth & skill set
• Identify how to assess the persona type and propose (or right size) the engagement
• Analyze CASE STUDIES on how different personas impact and advance the engagement
• Apply Business Development Skills to set proper engagement and delivery expectations

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 third-party software they use to manage their practice and their clients’ books more efficiently and accurately. Some third-party software solutions incorporate AI and provide built-in integrations with popular software. Others provide Application Programming Interfaces (APIs) for extracting data and performing operations. A new wave of AI tools known as Robotic Process Automation (RPA) allow anyone to interact with off-the-shelf software even when no APIs are available.

In this session, we will provide an overview of AI, RPA and API technology and discuss where each can play a role in a firm’s automation strategy. We will discuss some examples of how each can be used – out-of-the box and with custom integrations tailored to the software you use in your firm.

Learning Objectives:

• Review a high-level overview of AI, API & RPA technologies
• Recognize where AI, API & RPA can play a role in your automation strategy

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 firm and its staff. By combining large data sets, visualization tools, technology, and tax technical knowledge, your firm can create opportunities to add intelligence to its tax services.

In this session, you will learn how to expand your firm's use of tax technology from tax automation to direct and indirect tax data analytics which can help your firm’s tax practice to exceed client expectations.

Learning Objectives:

• Review the spectrum of emerging tax technology from automation to BI, AI, and analytics
• Recognize the benefits and challenges for firms who leverage tax analytics
• List practical examples of how firms are utilizing direct and indirect tax analytics
• List the various technology tools available to deliver the desired result
• Review guidance on developing your firm’s strategy for integrating data analytics into your tax practice

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 team to
accomplish the goals we have set out and beyond?

Learning Objectives:

• Recognize how to engage with offshore teams
• Distinguish how to hire the right offshore team
• Identify how to properly train the offshore team
• Identify how to effectively manage an offshore team
• Recognize how to Integrate an onshore and offshore team successfully

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 engaged employees. How do you do
that? Join our session to learn the 'how' of culling wrong fit clients and
bring the joy of accounting and relationship building back to your firm.

Learning Objectives:

• Apply a culling clients process
• Recognize ideal client alignment advantages

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 our work is performed in a remote and distributed environment.

Learning Objectives:

• Recognizing scenarios where the deliverable is unclear to the client
• Listing strategies for clarifying the deliverables that your clients value
• Ensuring that your staff is aware of the deliverable 'dilemma'
• Distinguishing between a description of steps to perform and scope of services versus communicating the deliverable(s) for an engagement
• Developing a 'Deliverable' mindset

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 on strategies and capabilities to drive long-term success. It is a high-impact, award-winning news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. This special edition of the Town Hall will feature Erik Asgeirsson, Barry Melancon, Lisa Simpson and guests – streamed live from the 2022 Digital CPA conference. Awarded by Accounting Today magazine as the top education tool for 2022.

Learning Objectives:

• Recognize the most pressing issues and latest news facing the profession
• Identify overall stakeholders and process related to PPP implementation
• Recall the fundamentals of various programs/tax provisions and recent AICPA recommendations
• Identify key issues and technical analysis
• Recognize the AICPA resources and tools

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 application and impact in your organization in the coming months and years. The Digital CPA Community is about anticipating the future trends and planning accordingly; use this time to dive deeper into topics before returning to your office.

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 with speeding up the adoption of new technology, the events of the past two years accelerated the role of CPAs and allowed firms to demonstrate and solidify their trusted advisor status, offering proactive, forward-thinking support.

Joined by innovative practitioners and subject matter experts, Erik will lead a discussion on how exponential change is advancing technologies faster than ever, forcing rapid integration and a higher reliance on the technology ecosystem that serves the profession.

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 specific steps you can take to capitalize on the change that we are leading through right now. We must communicate, collaborate and commit in all-new ways.

Learning Objectives:

• Identify the big obstacles of change in our world today and how to overcome them, as well as identify change opportunities and how they will help shape your firm of the future.
• Apply a specific plan for showing your team that change is natural, positive and a normal part of your culture.
• Analyze the leadership ladder and how to move to a higher level to lead through change in a different and more effective way.

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, and opportunities around a continuous closing model and its impact on finance & FP&A.

Learning Objectives:

• Identify who is moving towards a continuous business cycle and the types of businesses who appear to be moving first.
• Recognize why Agile Finance is so important and how the continuous business process can improve operations, create higher level of collaboration, and create ownership of data at various levels within an organization.
• List what’s in it for the CEO/Board, CFO, Operation Leads and staff accountants. We will also discuss the difference between client accounting teams and internal finance teams.
• Explore how to change the mindset within your organization and for clients of CAS firms to prepare for a continuous business cycle.

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 clients with data
analytics and
strategic automation. Find opportunities to build out services, such as KPIs and ESG, while following current independence standards.
Add personalization to solidify the need for your services. Intelligence,
speed, and client personalization, while also applying independence, are key to
your clients' satisfaction.

Learning Objectives:

• Review ways to position your services to standout and properly message the value added to clients.
• Identify new services and how to deliver with intelligence, speed, and client personalization
• Apply current independence standards to services provided

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 help clients through the digital transformation by using a modern technology stack that provides real-time business insights and non-financial metrics.

In this session, we’ll cover how to make this a business process and not another tedious Excel task for the team.

Learning Objectives:

• Recognizing the advantages of modern FP&A tools vs Excel
• Distinguishing the right balance of the client-to-staff ratio
• Identifying realistic timelines for your clients and your firm
• Applying the use of technology to productize advisory through

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.

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 permanent option, leaders are struggling with how to maintain their firm culture. In this panel discussion, we’ll discuss real world successful strategies that you can use to create a culture of connectedness, belonging and meaningful engagement with your most valued asset, your people, from firms and organizations of different sizes.

Learning Objectives:

• Identify how to maintain your firm's culture in a remote world.
• Distinguish how a remote work culture is different from a traditional work environment.

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 management is an art and science. It offers a set of tools that are applicable and relevant to producing a quality client experience. Project management techniques uncover inefficiencies and gaps in current processes, as well as, planning and forecasting needed to drive necessary changes for future success. In this session, hear ways to incorporate project management best practices that can enhance your client service through greater organization and efficiency in your team.

Learning Objectives:

• Identify project management best practices to gain control of your processes and short-term projects
• Identify ways to uncover causes of inefficiencies and how to combat them

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 competencies for each level and discuss ways to educate team members to be prepared for the latest iteration of CAS.

Learning Objectives:

• Defining roles and related skillsets for CAS 2.0
• Differentiate the education of team members to be prepared for the latest iteration of CAS

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 analytics into your firim’s marketing
strategy, you can ensure you’re delivering the right message to the right
audience at the right time. Join us to learn how your firm can harness the
power of digital marketing to support your organization’s growth strategy. Presented
in partnership with the Association for Accounting Marketing (AAM).

Learning Objectives:

• List the fundamentals of digital marketing & how it can be used to support your firm’s growth strategy
• Identify digital marketing best practices, including New KPIs marketers are using to track progress
• Indicate how other firms have successfully used digital marketing strategies
• Recognize modern approaches to staffing a firm’s marketing function

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 2022 and beyond. As CEO (Chief Executive Officer) of your life, you’re intentionally accountable to having a fluid career vision, high performance behaviors, positive habits, and consistent execution. You have the uncanny ability to produce uncommon results in uncommon times.

Are you that person that the organization cannot live without?

Team Members with SPARK are transformed thinkers that positively impact everyone else around them by raising the vibrational levels to produce tangible results. When everyone else is saying NO! Team members with SPARK find a way to say YES!

People with SPARK are leaders without titles who leverage relationship capital to do what is common in an uncommon way.

People with SPARK stop waiting for human resources to assign a new role and pivot from a job description to doing meaningful tasks.

People with SPARK fire themselves from their jobs and re-hire themselves as “intrapreneurs” intending to take their organizations to the next level.

When I served as Sales Director at Disney Institute, I learned when I sparked moments for the people I was serving, I also sparked something in myself. I realize we spend so much time at work, if we’re going to revolutionize our lives, we have to leverage the moments we’re on the clock. Now, I’m dedicated to helping you uncover your inner fire and grow it each and every day. I want to teach you the mental algorithm to be a SPARK so that you can accelerate your results.

Learning Objectives:

• List how to upgrade your skill and stop waiting for the organization to do it for you
• Recognize how to be an Influencer who understands what’s happening at 30,000 feet and can execute at 500 feet
• Review how to build Relationships with the C-Suite through proximity positioning
• Identify how to leverage the eyes and ears of others throughout the organization
• Recognize how to follow the money by obtaining financial intelligence
• Reivew how to understand and navigate the internal culture to get things done
• Speaking is the New Marketing-learn how to use your mouth and mind to advance your career