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CPA Innovation Summit Experience

Description

Change was moving fast before the pandemic — and it’s moving even faster now. We have reimagined our CPA Innovation Summit as an exciting and interactive virtual event that will help the CPA profession redefine and reinvent our path forward — and accelerate us in a post-COVID-19 world.

 


 

REGISTER ONCE & GAIN ACCESS TO THE FOLLOWING:

Kick off Event: Anticipate & Reimagine What’s Next | October 2, 2020

Tom Hood and bestselling author and futurist Daniel Burrus kick off the CPA Innovation Summit with a look at the trends and issues emerging from the pandemic. You will join Dan and Tom in an interactive chat about what’s next.

Accounting Ecosystem Webcast Series | October – December

Hosted by our strategic partners, this series will fit our theme, “Moving from Essential to Indispensable.” The material presented will leave you with practical, action-oriented takeaways to elevate and accelerate your success. 

CPA Innovation Summit: Moving from Essential to Indispensable | December 15, 2020

Platform: We will utilize MatchBox, an interactive platform with a chat feature that lets all speakers, attendees, and our strategic partners participate in the panel discussions. The speakers will answer your questions along the way, while fellow attendees share their own experiences and insight. This gives the chance to flesh out ideas in a meaningful and practical way, while connecting with fellow professionals. In the final session, this is your chance to play a key role in designing the future! Break out room video chat discussion will be tackling a specific question or challenge we are facing as a profession. Choose the room most relevant or compelling to you. The insights shared will be captured into an eBook made available to all attendees.

Panelists: Three panels of leading CPAs in all areas of our profession will be moderated by national accounting press editors (Dan Hood of Accounting Today and Gail Perry of CPA Practice Advisor), discussing what they see coming after the pandemic.

Provider
Business Learning Institute
Course Level
TBD
CPE Field of Study
TBD
Event Information
Location
Online
Total CPE Credits
Up to 20 Credits
Format
Live Webcast

AGENDA

DAY 1 of 18 October 2, 2020
1 CREDIT 12:00 pm - 1:00 pm
Anticipate and Reimagine What's Next – with Daniel Burrus & Tom Hood

Instructor(s): Tom Hood and Daniel Burrus

It has been said that 2020 is the new 2025. The one thing the experts agree on is that the major trends in existence before COVID are actually accelerating. This is time to get your opportunity antennae up, as we are joined by global futurist and bestselling author, Daniel Burrus and  Tom Hood, one of the most influential leaders in the global accounting profession, to discuss the acceleration of digital transformation and the key trends we can anticipate as we head to 2021. Learn how to anticipate trends to seize new opportunities and skip being disrupted.

Featuring the latest research from Burrus Research, McKinsey, Gartner, MIT/Sloan, and the Business Learning Institute.

Participants will be able to chat live with Dan and Tom and join in identifying the accelerating trends and opportunities during the session. This is your chance to help us crowdsource the top trends and opportunities for you and the Profession! All participants will receive a whitepaper with the results following the session.

DAY 2 of 18 October 8, 2020
1 CREDIT 12:00 pm - 1:00 pm
Forecasting for the Future: Industry Insights to Ignite Business Growth (a sponsored event brought to you by Receipt Bank)
Cash flow is the lifeblood of every business and it’s up to financial advisors to help their clients maintain healthy cash flow, initiate growth and plan ahead for a rainy day. Cash flow forecasting or financial forecasting plays a major role in determining both the short-term and long-term success of a company.
Join us for a presentation of exclusive research and practical insights from industry leaders on ways forecasting for the future will secure business success. During the presentation, we’ll also highlight accounting partners and showcase how they use cash flow forecasting to keep their clients thriving amid crisis.
DAY 3 of 18 October 13, 2020
1 CREDIT 12:00 pm - 1:00 pm
Creating Enduring Success for You and Your Clients (a sponsored event brought to you by Intuit)
With the changing professional landscape, there are both challenges and opportunities for firms to fuel the success of their clients and themselves as forward-looking service providers. As the environment continues to change, the relationship between clients and professionals is evolving and becoming even more important to identify trends and monitor business performance to help ensure a thriving and healthy business – for clients and firms.
By attending this session, you will be able to:
  • Identify the environmental factors driving significant change in the tax and accounting profession.
  • Drive more effective results for your firm and your clients by leaning into trends and approaches from leading firms.
  • Leverage the right technology for your firm to drive automation, effective client collaboration, and overall firm management.
DAY 4 of 18 October 15, 2020
1 CREDIT 12:00 pm - 1:00 pm
Re-imagine the Future: Adopting Workflow Technologies to Move from Essential to Indispensable (a sponsored event brought to you by XCM)
DAY 5 of 18 October 19, 2020
1 CREDIT 12:00 pm - 1:00 pm
Planning into Advisory, your Year-End Opportunity (a sponsored event brought to you by Thomson Reuters)

As we approach year end, the contact for many customers with their accounting firm increases. This increase in connection time is a great opportunity to further develop and shift your relationships to being centered on advisory. Whether your firm is just starting the advisory-centric journey, or well on your way – this period of time must be leveraged. Join us for this session as we look at 3 ways to drive your advisory relationships forward during year-end communication.

DAY 6 of 18 October 20, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by Accountants World)
DAY 7 of 18 October 22, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by ADP)
DAY 8 of 18 October 27, 2020
1 CREDIT 12:00 pm - 1:00 pm
The Simple Complexity of Automation and RPA (a sponsored event brought to you by Sage)

This session is for accountants to understand the basic foundations of Automation and RPA (Robotic Process Automation) and the immense value that this technology brings not only within innovation but for business continuity purposes in times of an economic downturn.

DAY 9 of 18 October 29, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by Avalara)
DAY 10 of 18 November 3, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by botkeeper)
DAY 11 of 18 November 5, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by Xero)
DAY 12 of 18 November 10, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by AON)
DAY 13 of 18 November 12, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by SIG)
DAY 14 of 18 November 17, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by CPACharge)
DAY 15 of 18 November 19, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by MindBridge)
DAY 16 of 18 December 3, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by CPA.com)
DAY 17 of 18 December 10, 2020
1 CREDIT 12:00 pm - 1:00 pm
TBD (a sponsored event brought to you by vic.ai)
DAY 18 of 18 December 15, 2020
3 CREDITS 8:00 am - 5:00 pm
CPA Innovation Summit: Moving from Essential to Indispensable

In a world shaken by a global pandemic, economic unrest and societal injustice, CPAs remain one of the only institutions the public can still believe in. CPAs play a pivotal role in the social and economic heartbeat of this nation and it’s, for this reason, imperative we develop anticipation, agility, and adaptability – the future-proof skills that will see you and your clients through the economic storm.

Simply put: it’s about being an indispensable resource in our roles to our organizations, clients, and our communities. This virtual event will equip you with tools and knowledge to hear from experts in the Accounting Ecosystem with the tools including cloud accounting systems, HR, risk management, AI automation (and more!) and leave with practical, action-oriented takeaways to start implementing right away.

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CPA Innovation Summit Experience


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