All materials for this event will be offered electronically only. Registrants will receive instructions to access the materials prior to the conference.
The 2018 CPA Summit is a one-day event where CPA’s learn from the most important voices in the profession and find solutions to push careers forward. Topics include leadership, technology, cutting-edge trends, and emerging professional issues. This interactive event is the CPA event of the year!
The 2018 event is still being finalized – so check back soon for more details. Please see the sessions we have entered below and we will be adding new sessions very soon!
If you choose to attend the simulcast, please note that only specific sessions will be offered in this format, they will be denoted by an asterisk (*) next to the session title, but will include all general sessions.
Sheraton Baltimore North, 903 Dulaney Valley Rd, Towson, MD 21204
Speakers: Tom Hood, CEO MACPA/BLI, Leon Katsnelson, CTO, IBM, John Colthart CEO, Mindbridge AI
AI is the #1 Tech Hard Trend facing CPAs, accounting and finance professionals today. This panel of experts will discuss how CPAs can harness this powerful technology to be even more relevant in today’s exponential.y changing world. You will learn how AI is being used to augment the audit and financial reporting processes of companies and firms or all sizes.
Speaker, Peter Margaritis, Business Learning Institute
Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data.
Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application.
Speaker: Dr. Chandra Bhansali, Accountants World
While there’s certainly a great deal of value in being a trusted advisor, but in an increasingly competitive landscape, being an advisor may be just the start. The new end goal is to be relevant to you clients’ needs. Why is that distinction important? Because relevance defines your ability and commitment to do what’s good for your clients. That requires you to ask yourself, what can we do within our firm so we can do what’s good for our clients? In this presentation we’ll discuss six ways to make your firm more relevant to the needs of small business clients to lead both your clients and your firm towards a brighter future.
Speaker: Kate Ferreira, OpHaus
We will cover how technology can help reduce friction and get people to that first, effective conversation more quickly.
Speaker: Eileen Adao, Xero
Adopting the cloud is a big step for any firm because it’s more than just a new tool, it’s a whole new way of running a business. It requires updating processes and educating staff. Set you and your team up for success by developing a change management plan for your firm to phase in use of the cloud.
Speaker: Matt Donaldson, Expensify
When a client’s preaccounting tasks are not done, the accountant (you!) is held responsible. Core tasks such as receipt and mileage tracking and expense submission make up the bulk of time-consuming tasks but are the clients’ responsibility. From this session, gain control by making the end of month close more efficient through smart automation.
Learn how to identify and diagnose preaccounting inefficiencies
Optimize your clients’ preaccounting workflows and processes, which in turn optimizes your accounting tasks
Discover how firms saw an average net ROI increase of 598% by automating expense management features and how to apply those processes to your firm.
Speaker: Ed Kless, Sage
This session is dedicated to the possibility that professionals can greatly increase the value they provide to their customers if they hone their skills at asking better, more effective questions. Developing and enhancing this skill is not easy because it requires us to rethink the paradigms and prejudices of the past. If you would like to contribute to a conversation about this topic, please join Ed Kless, Sage senior director of partner development and strategy.
Speaker: Samantha Mansfield, CPA.COM
Across the profession there is a concentration on evolving services to revolve around the value of your advice, as technology continues to automate transactional work. Client accounting advisory services (CAS) has lead this charge over the last 10 years, and like any innovations it hasn’t fit into all the traditional models it is displacing. This is why CPA.com and AICPA PCPS designed a survey to begin a baseline measurement of appropriate KPI’s for running an advisory based accounting practice. Join this session to hear of results, hot off the presses, that indicate success, and baseline demographics of CAS practices across the country.
Speaker: David Bergstein, CPA – Intuit
This session will introduce the attendees to the most popular ecosystem apps and tools to help them improve their client accounting services & tax practices. It’s all about automation, workflow cloud and being digital. Attendees will walk away with useful knowledge in how to build a technology stack that fits their needs as well as a list of resource websites that will help them maintain an edge on technology. It’s time to have fun in your practice and let automation work for you.
Speaker: Kimberly Ellison-Taylor – Oracle, Immediate Past AICPA Chairman
Fueled by rapid technological innovation, the world is changing at unprecedented speed – with significant implications for the accounting profession. Cybersecurity, blockchain, artificial intelligence and cognitive technologies all have the potential to transform our work. Association of International Certified Professional Accountants Immediate Past Chairman Kimberly Ellison-Taylor, CPA, CGMA, provides insight on the forces shaping the future of accounting and the many opportunities for the profession to go beyond the expected by embracing technology and pushing the boundaries of what’s possible.
Speaker: Stan Sterna, JD – VP AON
Despite the fact that the marijuana remains an illegal controlled substance under federal law, over half of the states allow its cultivation and sale for medicinal use while an ever increasing number are permitting sale for recreational purposes. While this activity has created new business opportunities for many CPA firms, it also presents unique challenges and risks in light of the dichotomy between federal and state law. This session will address those challenges, the current state of the legal/regulatory environment and how CPAs contemplating servicing the marijuana industry can navigate those risks.
Speaker: Mike Sabbatis, CEO XCM
“Effective leadership is about taking in all of the information, synthesizing it and then making a decision and standing behind that decision,” said Pete Shier, CFO of Deloitte.
As digitalization, artificial intelligence, and machine learning continue to automate work, forward-looking businesses are increasingly looking for new ways to leverage technology to help differentiate and scale up their businesses. The finance leaders of tomorrow are no longer focused on harvesting data—they have algorithms for that—instead they are exploring new ways to analyze and interpret this data to drive the business forward.
Speaker: Adam Salerno – Sr. Director, Coalfire
We will define cloud maturity adoption types and overview how to both address challenges and manage risk based on scenarios at each of those levels. Also, as the external risks are not standing still, how should you expect your organization to react.
Speakers: Bill Sheridan, Dan Hood, Matt Kelly, and Michael Platt
Speaker: Guido Geerts, BLI
Speaker: Rachel Druckenmiller, SIG
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