Have you been wondering, what the heck are data models and why do I have to know about them? Well look no further! During this presentation we’ll be diving into the subject of data models, and how CPA’s can work with this information in a relatable and understandable way- using fashion analogies!

Finance Automation in a Digitally Transforming World – Liz Armbruester, SVP, Global Compliance Operations at Avalara

The pace of digital transformation has sped up during this time of COVID 19. Avalara’s Liz Armbruester shares her expert view on how businesses of any size can harness automation with a winning result. Know your goals, and limitations | Small projects for big wins | Build your plan for desired outcome

How to Reinvent Yourself for the AI-Driven World – Speaker: Jasen Stine of Intuit

In this 12-minute talk, Jasen Stine, tax and accounting education leader at Intuit®, will share three essential skills business leaders need to strengthen as we navigate through the current landscape of the AI-Driven world, where artificial intelligence technology is leading us into a 4th industrial revolution. These skills, strategic thinking, relationship management, and data-intelligent coaching, will determine your own personal success and impact you have on your clients lives.

Going virtual and future-proofing your firm – Speaker: Kalliopi Vlastos,U.S. General Manager at Receipt Bank

With the rise of COVID19, many SMBs and accounting firms have been forced to work remotely. This has led to more businesses than ever embracing technology and looking for ways to structure their company for a ‘remote-based’ future. Explore with us the 5 critical steps to transitioning your firm to a virtual environment.

Beyond Payments – Speaker: Amy Mann Director of Creative Services at CPACharge

In this Ted Talk-style presentation, Amy Mann, Director of Creative Services at CPACharge, explores how technology continues to reshape the way professional accounting firms like yours conduct business, and why a modern payment technology is crucial to providing an exceptional client experience today. She’ll look at how client expectations are shifting and explore the ways online payments can help you streamline your workflow and boost your cash flow.

How to Create a Culture of Wellness with a Remote Workforce – Speaker: Elizabeth Entin, Director of Health Strategies & Solutions at SIG

COVID-19 has changed a lot in our lives! Not only have we found ourselves working remotely, but we may be struggling with our health, both physically and mentally due to new demands and stressors. Liz Entin, Director of Health Strategies & Solutions at SIG, offers smart and simple ways to foster a culture of wellness at your organization with a remote workforce. Key takeaways of this talk include: proper messaging, offering support, boosting engagement & morale, and celebrating the small successes. Create a vision for wellness at your organization and make it a reality!

It’s not about AI, it’s about growing! – Speaker: John (JC) Colthart, SVP, Sales at Mindbridge

Artificial Intelligence. Augmented Intelligence. These terms that are being thrown around and in tools, software and everywhere in our lives aren’t a magic bullet solution. Accountants, Advisors and Auditors alike are all striving to grow their business. It may seem like a foregone conclusion that just ‘Adding AI’ will solve for growth and client retention. The reality is very different, and though using this technology will become expected, it still comes down to client value and innovation by your team.

Employment Practices: Even the Good Get Sued – Speaker: Robert Albertini, Sr. Account Manager at AON

Overview of employment related risks that CPA firms face today. The pandemic creates urgent issues that managers need to address daily.