GoLeanSixSigma | August 18, 2020 | Webinar

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Courses

Tax practices should apply Lean Six Sigma (LSS) before automating their tax workflows to optimize processes and automation, while still remaining in compliance with professional standards.

Attend this webinar and you’ll learn how to:

• Apply Lean Six Sigma to tax workflow

• Combine tax automation with value pricing

• Read more

MNCPA | June 23-24, 2020 | Minneapolis, MN

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Register before May 30 and save $100

Courses

Discover how new accounting standards, technology, HR trends and taxes could affect the companies you work with. Take advantage of local and national experts who can help you nurture a strong, healthy company that meets the demands of the changing business landscape. Attend breakouts tailored to your needs, chat with peers experiencing similar challenges and get the CPE you need to maintain your certificate...... Read more

MNCPA | June 16-17, 2020 | Brooklyn Center, MN

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Register before May 23 and save $100

Courses

You can’t predict the future, but you can prepare for it. With so much financial uncertainty, your clients need advice they can trust. Hear the latest industry updates from local and national experts to equip your clients secure their financial future..... Read more

HSCPA | June 19, 2020 | Prince Waikiki, HI

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Register before June 5th for a discount.

Courses

Join us at the 60th Annual Conference as we welcome Eric Hansen, past chair of the AICPA.  Fueled by rapid technological innovation, the world is changing at DeLorean speed with significant implications for the accounting profession. Cybersecurity, blockchain, artificial intelligence and cognitive technologies all have the potential to transform our work...... Read more

AICPA | June 8-11, 2020 | Webinar

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Save $100 through May 4th

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Courses

ENGAGE 2020 is the premier accounting and finance event that helps you evolve yourself, your organization and your profession. It is the “must-attend” experience of the year..... Read more

Virginia Society of CPAs | March 24, 2020 | Webinar

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Courses

Management accountants play a critical role in ensuring the success of digital transformations. This free webinar will help you to better understand:

• What digital transformations are

• The risks posed when going through digital transformation and how to help mitigate them

• The different mindset that is needed when measuring .... Read more

VSCPA | May 18, 2020 | Webinar

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Early Registration ends 04/24/2020 ($75 discount)

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Courses

Get up to speed on the issues unique to CPAs in corporate finance at the Business & Industry Conference.

Each session within the conference is hand-picked by other industry professionals so you’ll get the latest information and a unique perspective on the technical and professional issues facing corporate CPAs.

.... Read more

Ohio Society of CPAs | March 11, 2020 | Virtual

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Courses

Cybersecurity is an issue that affects every person and every organization, from a sole proprietorship to a multi-national conglomerate. However, small and medium-size businesses often don't focus on this risk to the level it deserves. Join our leading experts as they discuss cybersecurity (and privacy) risks for your organization and practical steps you can take to protect it.... Read more

APQC | January 28, 2020 | Virtual

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Courses

Worried about whether your data is at risk for a cyber-attack or data breach? Join Donny C. Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC, for an in depth but non-technical session to learn how to assess your cyber-security risk using techniques familiar to most auditors and accountants who have done internal control work.... Read more

TXCPA Houston | January 6-7, 2020 | Houston, TX

Courses

1/6/20

6:45am-7:35am Modernizing Accounting Services: Developing Your Innovation Strategy

2:05pm-3:45pm Transcending Technology: Your Path to Tax Innovation

4:00pm-4:50pm Improving Firm Profitability... Read more

Hawaii Society of CPAs| December 16, 2019 | Honolulu, HI

Course Description

You don't need to be a techie to attend this session - we'll teach you what you need to know!

IT cannot be successful implementing Blockchain on its own.  Non-techie accountants play an important role in ensuring the success of a Blockchain initiative.  Attend this session to learn how to play a key role in designing the processes, data model, and internal controls for a Blockchain system... Read more

Indiana CPA Society| December 5, 2019 | Indianapolis, IN

Course Description

Exclusive training with Donny Shimamoto. Limited to 20 people.

As cybersecurity threats increasingly reach small businesses, and data breaches expand liability, it’s important for firms to ensure they have a strong IT security program. Designed for non-techie managing partners and firm administrators, this session will cover the essential elements of a strong IT security program that is pragmatic and implementable by smaller firms... Read more

TXCPA Houston | November 21, 2019 | Houston, TX

Sessions: 8:30am-4:30pm

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Course:

As the digital age expands, the accessibility of data by auditors also increases the auditor’s ability to leverage audit automation tools to increase the efficiency and effectiveness of audits. Attend this workshop to:
·Understand the emerging “information ecosystem” and how this can be leveraged to gain audit efficiency or enable continuous audit capabilities...Read More.

MNCPA | November 18-20, 2019 | 9:00am-4:00pm | Minneapolis, MN

Sessions:

9:10am – 10:25 am Cryptocurrency: What Is It and How Do You Tax It? (co-presentation with Chris Wittich) 

10:45am-12:00pm How Emerging Technologies are Impacting Small Tax Practices 

1:00pm-2:15pm 8 Keys to Tax Automation & Outsourcing 

3:45pm-5:00pm Panel Discussion: What Younger Staff Can Teach Seasoned Practitioners

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Course:

New year, new tax season. Immerse yourself in the latest tax planning strategies and prepare for the upcoming tax year. Where is Minnesota with conformity? .... Read more

WSCPA | November 15, 2019 | 12:00pm- 12:50pm | Webinar

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Course:

As media strategist Graeme Wood quipped, "Change has never happened this fast before, and it will never be this slow again". Get ahead of the curve with this look at technology trends you need to be aware of... Read more

TXCPA Fort Worth | November 15, 2019 | 9:00am- 4:00pm | Fort Worth, TX

Sessions: 9:00am-9:50pm CT

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Course:

A full day of panel discussions and presentations on issues for early to mid-career accounting professionals. Presentations in the McDavid Studio at Bass Performance Hall, with networking lunch and post-conference cocktails and guided tour of Bass Performance Hall. ... Read more

INCPAS | November 7, 2019 | 8:30am-4:30pm | Indianapolis, IN

Sessions:

1:05pm-2:05pm - What Cyber-Security Really Means for Accounting Firms

2:15pm-3:15pm - Modernizing Your Firm

3:25pm-4:40pm - Transcending Technology: Your Path to Accounting Innovation

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Course:

Provide small firms solutions to their everyday challenges, strategic ideas to enhance their future and the opportunity to spend the day networking with people who are in exactly the same boat they are in... Read more

Ala'a Abu Dayyeh, CPA | October 31, 2019 | Online Video Series

Sessions: How to PASS the CPA Exam on Your FIRST Try

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Course:

Video available: 3:00pm

Become the most trusted professional in the world and live the lifestyle you want... Read more

Multiple State Sponsors | October 31, 2019 | Webinar

Sessions: 1:30pm- 2:45pm CT

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Course:

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures... Read more

Multiple State Sponsors | October 30, 2019 | Webinar

Sessions: 1:30pm-2:20pm CT

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CE Credits: 1.0

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Course Description: 

Tax season seems to be getting worse every year. Last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals continue to... Read more

CCH | October 23-25, 2019 | 8:00am-10:00pm GMT | Conference

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How Emerging Technologies are Enhancing the Accounting Profession New Class Lecture Overview Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more. What do accountants need to do to be ready for these innovations? Attend this thought-provoking session to take a look at the impact of these emerging technologies and identify what you and your teams need to do NOW to start getting ready for the changes that are coming...Read more

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NCACPA | October 10, 2019 | 8:00am-4:30pm ET | Conference

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Topic sessions will take a deep dive into complex accounting areas and will cover the hot topics and essential information practitioners need to be prepared and perform high-quality audits. This year’s conference will also combine fraud content to help CPAs prevent, identify, and recover from various forms of fraud that threaten organizations....Read more

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Multiple State Sponsors | September 24, 2019 | Webinar

Sessions: 1:30pm-2:20pm CT

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CE Credits: 1.0

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Course Description: 

Tax season seems to be getting worse every year. Last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals continue to... Read more

​Multiple State Sponsors | September 25, 2019 | Webinar

Sessions: 1:30pm- 2:45pm CT

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Course:

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures... Read more

TXCPA Houston | September 26, 2019 | 7:00am-6:00pm CT | Houston, TX

Sessions: 11:10am-12:00pm

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Course: How Accountants Help Ensure the Success of Digital Transformation

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The CFO/Controllers Conference is an exciting event that attracts financial decision-makers (CPAs and non-CPAs) from a broad range of companies and organizations throughout the Houston area... Read more

TXCPA Houston | September 9, 2019 | Houston, TX

Sessions: 8:30am-4:30pm

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Course:

Blockchain is currently one of the heavily hyped technologies posed to change the accounting world. Attend this hands-on workshop to demystify Blockchain and learn more about how it may be used in accounting transaction... Read more 

HCPAS| July 26, 2019 | Houston, TX

Sessions: 8:00am-12:00pm CT

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CE Credits: 4.0

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Address: 

Houston Chapter Training Facility 
777 Post Oak Blvd Ste 500
Houston, TX 77056-3212

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AICPA| July 18, 2019 | Irving, TX

Sessions:

Industry Track - Idea Exchange - 10:25am-11:25am CT

How Emerging Technologies are Enhancing Management Accounting - 1:00pm-2:00pm CT

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Course:

Digital Transformation of the B&I member experience. In this we would look at:

1. Challenges with obtaining B&I engagement
2. Great ideas that have engaged B&I members
3. Digital transformation trends and how we may be able to leverage these to engage B&I members... Read more

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HCPAS| July 9, 2019 | Webinar

Sessions: 1:30pm-2:45pm CT

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CE Credits: 1.5

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MNCPA| June 14, 2019 | Minneapolis, MN

Sessions:

How Emerging Technologies are Enhancing the Accounting Profession  10:10 AM - 11:25 AM

Impact of AI on Accounting and Auditing 10:45AM-12:00PM

Self-Assessing Your Cybersecurity Risk 1:00PM-2:15PM

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...Read More

AICPA | June 12-13, 2019 | Las Vegas, NV

Session: How Emerging Technologies are Enhancing Tax Practices June 12th @1:55-2:45pm

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You’ve seen what’s out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher.

AICPA ENGAGE is the way forward. It’s about driving your future, choosing your ideal path and inspiring each other along the way...Read More

HCPAS | May 22-23, 2019 | Houston, TX

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Sessions:

How Emerging Technologies are Enhancing the Accounting Profession 5.22.19 @4:00pm-4:50pm CT

Incorporating Non-Financial Metrics in Budgeting & Planning 5.23.19 @10:00am-11:40am CT

Turning Budgeting & Planning into Competitive Advantage 5.23.19 @5:00pm-5:50pm CT 

SW Practice Management Group | May 20, 2019 | Austin, TX

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8-hour training includes: 

• Overview of innovations in the accounting profession 

• Deep dive into Big Data 

• Group insights gathering by practice area on the impact of Big data 

• Deep dive into Artificial Intelligence ...Read More

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Virginia Society of CPAs| May 17, 2019 | Richmond, VA

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Session: How Emerging Technologies are Enhancing the Accounting Profession 9:00am-10:15am ET

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The Leaders’ Summit is the Society’s annual leadership conference for VSCPA leaders and volunteers. This invitation-only event is complimentary and includes an informative and engaging program that features: 

• 7 hours of free CPE 

• Sessions on innovation and leadership 

• The VSCPA annual meeting   

...Read More

N.H. Estate Planning Council | May 8, 2019 | Bedford, N.H.​

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Session: Transcending Technology: How to Leverage Emerging Technologies Rather than Combat Them

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There are media reports of lawyers, accountants, and financial planners being displaced by artificial intelligence, big data, and blockchain. These are all definitely unfounded—unless you are focused on the mundane clerk-level transaction processing that can be automated. Attend this session to learn how to transcend these technology disruptors and instead leverage them to improve and amplify the value you provide to your clients.

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Avalara | April 25, 2019 | Webinar

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Session: How Emerging Technologies are Enhancing Tax Practices  11:00am-12:00pm CT

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Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Firms need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think! ...Read More

Houston CPA Society | April 18, 2019 | Webinar

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Session: How Accountants Enhance Cybersecurity & Privacy 2:00-3:00pm CT

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Accountants play a key role in ensuring an organization’s cybersecurity and privacy risks are well managed. Attend this non-technical session to learn the difference between cybersecurity, information security, and privacy risks and how accountants can leverage their skills in governance, risk assessment, internal controls, and cost-benefit analysis to ensure that their organization’s cybersecurity measures adequately mitigates data breach risks. Don’t just “trust” that your IT department has it handled, learn how to ask the risk questions to ensure that you feel comfortable that your risks are well managed.

Key Takeaways & Insights:
•Learn the basics of cybersecurity, information security, and privacy frameworks.
•Learn to identify and quantify data breach risks and privacy compliance requirements.
•Learn to ask the right questions to evaluate the adequacy of your cybersecurity program.

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AICPA | January 16, 2019 | Webcast | 2:00-3:00 p.m. ET

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Designed for non-techies, this session will teach participants to analyze their ecosystem of applications and systems to figure out the architecture and schematics for the "digital plumbing" that determines what apps should be connected to what other apps and what information needs to be shared between apps. Attendees will learn about:
• The different components and business solutions available to improve financial and other "back office" operational functions.
• How to analyze what application and data needs are and how to use these to drive technology selection and definition of functionality requirements.
• How to develop their "intraprise architecture" and how to do trade-off analysis between broad solutions and niche solutions to optimize their technology investment.

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HCPAS | January 7-8, 2019 | Sugar Land, TX

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High Rock | December 14, 2018 | 

INCPAS | December 12, 2018 | Webinar

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Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more... What do accountants & auditors need to do to be ready for these innovations.

Learning Objectives:
Identify the human factors that enable competitive advantage for accountants.
Identify professional development needs to be ready to leverage emerging technologies.
Understand existing innovations and identify those that may add value to your firm's services.

Designed For:
Any INCPAS member in Public Accounting

INCPAS | December 7, 2018 | Indianapolis, IN

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This one-day workshop will bring together your learning from "IT Risk Management for Non-Techies" and "How IT Risks Impact the Internal Control Environment", and supplement it with a hand-on case study where you perform an IT risk assessment. A quick refresher on IT risk concepts and IT risk scoping will start off the day, followed by a deeper dive into best practices to look for in IT general controls, and how to develop recommendations to mitigate IT risk. Participants will walk away with increased confidence in their ability to assess IT risk in their organizations or as part of a financial statement audit.

HCPAS | December 5, 2018 | Houston, TX

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This one-day workshop will bring together your learning from "IT Risk Management for Non-Techies" and "How IT Risks Impact the Internal Control Environment", and supplement it with a hand-on case study where you perform an IT risk assessment. A quick refresher on IT risk concepts and IT risk scoping will start off the day, followed by a deeper dive into best practices to look for in IT general controls, and how to develop recommendations to mitigate IT risk. Participants will walk away with increased confidence in their ability to assess IT risk in their organizations or as part of a financial statement audit.

INCPAS/HCPAS | December 4, 2018 | Webinar

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With IT becoming increasingly pervasive in organizations, it is critical that non-technical accountants and auditors appropriately identify IT risks and its impact on the internal control environment.  Attend this session to obtain a better understanding of:  How to approach understanding the IT environment, How to scope the IT risk assessment for financial statement audits so that you either "pass" your audit or "pass" a PCAOB inspection, IT-related risk assessment requirements within the risk-based audit standards, and How to identify non-technical ways to improve IT general controls and reduce IT risk.

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This non-technical session is a must attend for anyone having to go through an IT audit, seeking to reduce their cybersecurity risks, or leading assurance services engagements for entities with low to moderately complex IT environments.

Zero | November 29, 2018 | Webinar 

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Your Path to Accounting Innovation 

Is your firm ready for the technological shift that is happening in the Accounting Industry? Join Xero and Donny Shimamoto, CPA, CITP, CGMA, and Top 25 Thought leader and Top 100 Influencer in Public Accounting for a discussion on innovation in the accounting industry and how to prepare your firm for the changes coming during this transformational time. 

HCPAS | November 29, 2018 | Webinar 

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​Focus on individual strengths and interests to create and engage powerful teams; Demystify interpersonal expectations through the understanding of individual underlying needs; Build stronger working relationships (based on your unique personality characteristics) to deliver better results for your firm and its clients. It’s a common myth that all accountants have the same personality. Even within your own firm, you can probably see a diversity of personalities and work styles. Recognizing and identifying the multi-dimensional aspects of personalities in the workplace can be done using a personality assessment.

INCPAS/HCPAS | November 26, 2018 | Webinar 

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Technology is increasingly pervasive in all organizations and we keep reading about data breaches and the massive cost of remediation.  In addition to data loss, a disruption in your technology environment could cause operational or compliance issues that impact your ability to meet the needs of your constituents, lost revenue, and decreased employee morale.  Attend this non-technical session to learn how to identify and assess IT risks and assess their impact upon an organization.

AICPA | November 14-15, 2018 | Orlando, FL

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The AICPA Controllers Conference, organized by the American Institute of CPAs will take place from 14th November to the 15th November 2017 at the Disney Grand Floridian Resort in Orlando, United States Of America. The conference will cover areas like Controllers, Assistant Controllers, CFOs, Accounting and Financial Managers, Treasurers, Financial Directors/Officers.

MNCPA | November 12, 2018 | Minneapolis, MN

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All roads lead to the 64th Annual MNCPA Tax Conference, aka TAX18, the MNCPA’s largest event of the year for more than 1,500 CPAs and tax professionals. From the Tax Cuts and Jobs Act and related IRS guidance to state-level developments and emerging technologies, TAX18 covers it all.

BKR | November 8, 2018 | Las Vegas, NV

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Session: How Emerging Technologies are Disrupting the Accounting Profession 

Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Firms need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think!

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Session: Transcending Technology: Your Path to Tax Innovation 

Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more... What do accountants and tax advisors need to do to be ready for these innovations? Attend this thought provoking session to take a look at the impact of these emerging technologies, and identify what you and your teams need to do NOW to start getting ready for the changes that are coming.

WSCPA | November 2, 2018 | Seattle, WA

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Session: Future of Audit

It's easy to predict when leaves will change. It's not so easy to keep tabs on changes to accounting standards and stay in compliance with changing A&A rules affecting your practice, business, or clients.

At the WSCPA Accounting & Auditing Conference, we're bringing together the foremost A&A specialists from across the nation to give you the breaking news and guidance from FASB and the AICPA. Plus, get a glimpse at what the future of audit will look like. You’ll leave the conference equipped to handle the changes and challenges that will be thrown your way. Don’t miss the most important conference of the year for accountants and

auditors!

Abacus Next/CPA Academy | November 2, 2018 | Webinar

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Worried about whether your data is at risk for a cyber-attack or data breach? Attend this in-depth but non-technical session to learn how to assess your cyber-security risk using techniques familiar to most auditors and accountants who have done internal control work. Learn to identify data sets and systems that are at risk and the questions to ask your IT department, service providers, and business partners to better understand your risks and exposure. Cyber-liability insurance and the implications of your information security practices will also be discussed.

Learning Objectives

• Learn the difference between confidential and private data.

• Discover how to identify data sets at risk for data breach.

• Learn to identify cyber-risk exposure areas.

• Learn what questions to ask of IT to ensure cyber-risks are mitigated appropriately.

Avalara and CPA Academy | November 1, 2018 | Webinar 

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Washington Society of CPAs | October 30, 2018 | Seattle, WA

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The Tax Cuts and Jobs Act has changed the face of tax as we know it. Are you prepared to confidently answer your clients' questions about how it affects them? Join us for the 2018 Pacific Tax Institute to get the latest updates on the sweeping TCJA-related tax changes. 

From insights on the new qualified business income deduction to a discussion on the "dystopian sales tax future" that the Wayfair Supreme Court decision has made imminent, the Pacific Tax Institute’s team of experts and their timely updates will help you start getting ready for what could be the most challenging tax season ever. Don't miss this conference!

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California Society of CPAs | October 26, 2018 | Chino, CA 

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Session: What accounting students need to know about AI, blockchain, and big data

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Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Firms are developing an innovation strategy to transcend these emerging technologies and you have the skills they’re looking for you’ll be more successful in getting an interview and hopefully also a job! Come and find out what you should learn now to make your resume more attractive to recruiters.

Indiana Society of CPAs | October 25, 2018 | Webinar

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Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more… What do accountants & auditors need to do to be ready for these innovations? Attend this thought provoking session to take a look at the impact of these emerging technologies, and identify what you and your teams need to do NOW to start getting ready for the changes that are coming.

Learning objectives:

• Identify the human factors that enable competitive advantage for accountants

• Identify professional development needs to be ready to leverage emerging technologies

• Understand existing innovations and identify those that may add value to your firm’s services

INCPAS | December 12, 2018 | Webinar

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Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more… What do  management accountants need to do to be ready for these innovations? Attend this thought provoking session to take a look at the impact of these emerging technologies, and identify what you and your teams need to do NOW to start getting ready for the changes that are coming.

Learning objectives:

• Identify the human factors that enable competitive advantage  for accountants

• Identify professional development needs to be ready to leverage emerging technologies 

• Understand existing innovations and identify those that may add value to your accounting department’s services 

AICPA | November 14-16, 2018 | Las Vegas, NV

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Join peers who know the opportunities and challenges you face and have the answers you need during the 2018 AICPA Controllers Conference. This event addresses the responsibilities shared by controllers, across industries nationwide, for a learning experience that targets your specific goals and interests. You’ll walk away with a sense of comradery and a set of strategies for reaching your next career milestone.

MNCPA | November 12, 2018 | Minneapolis Convention Center, MN

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Tax reform means big changes for individuals and businesses -- and ultimately a big impact on your work. Learn about the latest tax developments and most effective planning strategies at the MNCPA’s largest event of the year. Equip yourself to deal with changes and opportunities related to the Tax Cuts and Jobs Act, including the qualified business income deduction, meals and entertainment deduction limitations, entity selection, state conformity issues and more. Plus, explore what’s hot in cybersecurity, emerging technologies and practice management.

BKR | November 8, 2018 | Las Vegas, NV

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INCPAS | September 27, 2018 | Webinar

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Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more… What do  management accountants need to do to be ready for these innovations? Attend this thought provoking session to take a look at the impact of these emerging technologies, and identify what you and your teams need to do NOW to start getting ready for the changes that are coming.

Learning objectives:

• Identify the human factors that enable competitive advantage  for accountants

• Identify professional development needs to be ready to leverage emerging technologies 

• Understand existing innovations and identify those that may add value to your accounting department’s services 

INCPAS | August 27, 2018 | Webinar

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Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more… What do accountants & auditors need to do to be ready for these innovations? Attend this thought provoking session to take a look at the impact of these emerging technologies, and identify what you and your teams need to do NOW to start getting ready for the changes that are coming.

Learning objectives:

• Identify the human factors that enable competitive advantage for accountants

• Identify professional development needs to be ready to leverage emerging technologies

• Understand existing innovations and identify those that may add value to your firm’s services

September 6, 2018 | Honolulu, HI

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Stay tuned for more information.

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Session presenting: Artificial Intelligence

AICPA | June 9-14, 2018 | Las Vegas, NV

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There’s no time for the ordinary. What you will find at AICPA ENGAGE: four days of thought-provoking questions, candid insights, deep technical dives and even some radical ideas. It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

June 6, 2018 | Webinar| Surgent

Preparing for the Future of Audit

Disruptive technologies like big data, artificial intelligence, and blockchain will and, in some case, are already changing how we perform audits. Concerns that employing such technologies will displace auditors are unfounded, however there are clear implications that they will transform the auditor’s role and the make-up of the audit team. This session will explore the impact these technologies will have on the audit and provide an understanding of the skill set that will be required to adapt your audit practice to take advantage of the opportunities they present.

BKR International | May 22, 2018 | La Romana, Dominican Republic

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Session presenting: 

Ensuring Your Firm’s Future in the Era of Digital Disruption

ARCPA | May 10, 2018 | Little Rock, AR

May 8, 2018 | Honolulu, HI | Hawaii National Bank Boardroom (4th Floor) @ 45 North King St, Honolulu, HI 96813

How Artificial Intelligence is Impacting the Auditor’s Role

Headlines abound saying that artificial intelligence (AI) and blockchain is going to kill the audit profession. In reality, AI presents a great opportunity for auditors to automate more routine audit procedures and focus on delivering more value-added insights and (potentially) a higher level of comfort from their audits.  In addition, the use of AI within organizations can have some perverse results if not managed properly. Auditor must be aware of these risks and work to ensure that the proper controls are in place to manage an organization’s operational and financial risks associated with AI. Attend this session to learn more about artificial intelligence and the implications to the audit profession. Identify the skill sets that you need to start learning now to be a better AI-enabled auditor.

May 4, 2018 | Honolulu, HI | Kapiolani Community College 

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The Accounting Faculty Conference is designed to enhance coordination among the UH system accounting educators.

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Session presenting What Really Matters in Cyber-security & Privacy

WSCPA | May 1, 2018 | The Conference Center at Sea-Tac

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Keeping up with new standards, as well as current trends affecting local governments in Washington is no easy task. At the Governmental Accounting & Auditing Conference, experts will bring you up to speed on recent changes and provide essential guidance on hot topics, such as new and pending standards. Register today, and prepare to make great strides in governmental A&A. 

Presented by Avalara | December 13, 2017 | 12:00-1:00 PM PST

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Today’s accounting firms are facing a tidal wave of change driven by globalization & outsourcing, commoditization, and automation. To stay head of these changes, smart accountants need to make the shift from accounting technician to accounting entrepreneur. Learn about the mindset shift that you need to make to transform your practice, and how by returning to the roots of the accounting profession you can begin the shift to accounting entrepreneur.

Houston CPA Society | November 29, 2017 | Houston, TX

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Technology is an unavoidable fact of life in 2017. It comes with both positives: greater communication,

access to information and negatives: headaches, integration and less human connectivity to name a few.

This conference aims to better prepare you for what’s coming up next for accounting professionals.

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Session presenting:

Defining Your Value Through Technology: Be a Change Agent

Intuit QuickBooks Connect | November 15-17, 2017 | San Jose, CA

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Learn, connect and be inspired to grow your business.

• Join breakout sessions led by industry experts

• Get real world advice and connect with peers

• Be inspired by featured speakers sharing their journey

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Session presenting: 

How Non-Techies Can Drive Integration with QBO/QBOA

American Institute of CPAs | November 13, 2017 | Orlando, FL

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More changes. More competition. More pressure. In a seemingly endless stream of flux and questions, be confident in your ability to steer your organization. The AICPA Controllers Conference is your annual opportunity to hone all aspects of your personal and professional development.

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Sessions presenting:

• 15 Internal Control Workarounds You Probably Implemented and Didn’t Even Know

• Self-Assessing Your Cyber-security/Privacy Risks  

Houston CPA Society | November 9, 2017 | Houston, TX

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The Accelerate program is designed to provide new and experienced manager-level professionals, in public accounting and industry, with tools to enhance their leadership career and networking opportunities.  

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Session presenting: 

IT Risk Management for Non-Techies

Presented by Avalara | November 6, 2017 | 9:00-10:00 AM PST

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Today’s accounting firms are facing a tidal wave of change driven by globalization & outsourcing, commoditization, and automation. To stay head of these changes, smart accountants need to make the shift from accounting technician to accounting entrepreneur. Learn about the mindset shift that you need to make to transform your practice, and how by returning to the roots of the accounting profession you can begin the shift to accounting entrepreneur.

Colorado Society of CPAs | October 31, 2017 | Denver, CO

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Gain the critical insights for improving government audit quality at the annual COCPA Governmental Conference. Every year, there are new and emerging developments. This conference will give you clarity about the “new now” and help you anticipate what’s next. This event includes an update from both GASB and Colorado’s Office of the State Auditor.

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Session presenting:

Data Analytics for Impact