Archive for the ‘Conferences’ Category

Friday, March 20th, 2020

AICPA ENGAGE Conference – Cancelled

“We must accept finite disappointment, but never lose infinite hope.” – Martin Luther King, Jr.

News from the AICPA about one of their largest conferences:

AICPA and CIMA to Postpone ENGAGE 2020 Due to Coronavirus Pandemic

Accounting and Finance Event to Be Rescheduled Later This Year

NEW YORK (March 19, 2020) – ENGAGE 2020, one of the largest accounting and finance conferences in North America, will be postponed until later this year due to concerns about the coronavirus pandemic. The event is sponsored by the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA).

The original date for ENGAGE 2020 was June 7-11 in Las Vegas. Details on the timing and format of the rescheduled event are still being set, as the situation surrounding the outbreak is fluid.

“We want our attendees, staff, and speakers to be safe, so this is the most prudent step to take at this point,” said Clar Rosso, executive vice president for engagement and learning innovation at the Association of International Certified Professional Accountants, the global organization comprised of the AICPA and CIMA.  “We also know that families, small businesses and companies of all sizes will be depending on CPAs and management accountants to help guide them through unexpected financial and economic challenges in the weeks ahead, so we are bearing that in mind, too.”

Given the restrictions on normal activities, the AICPA and CIMA continue to explore ways to support our members in their professional and personal development through expanded digital offerings and other virtual learning opportunities. More information will be available on these enhanced options soon.

ENGAGE 2020 attendees who are already registered and others interested in details about the rescheduled event can sign up for updates on aicpaengage.com. More information about the postponement, refunds, and other policies can be found in a FAQ on the site.

Several other upcoming AICPA conferences will also be postponed, including the AICPA CFO Conference, which will now be held Sept. 16-18 at the Loews Coronado Bay Resort in San Diego, Calif., the AICPA Employee Benefit Plans Conference and the AICPA Not-for-Profit Industry Conference, with the latter two reschedulings still to be determined. Please visit aicpaconferences.com for more information on events in the weeks ahead.

  • During my New York run, I injured my voice badly. I was getting increasingly hoarse, and it finally gave up. The doctor said I had two choices. Either cancel things, or try my luck and perhaps never speak again. That's not much of a choice.
  • Trevor Noah

Monday, October 7th, 2019

National Tax Conference – FYI

“It’s income tax time again, Americans: time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta.” – Dave Barry

The quote above is for those of you preparing extended 1040s!

Here’s a press release from the AICPA:

SAVE THE DATE: AICPA National Tax Conference

Washington, D.C. (October 3, 2019) – This November, the American Institute of CPA

s (AICPA) will host its annual National Tax Conference. Press registration includes access both online and in-person access. Please mark your calendars.

WHAT:            2019 AICPA National Tax Conference

WHEN:            November 13-14, 2019                                                          

WHERE:         The Marriott Marquis, Washington, D.C.

INVITED:                   

  • Charles Rettig, IRS Commissioner
  • Michael Desmond, IRS Chief Counsel
  • Rochelle Hodes, Washington National Tax Office Crowe, LLP
  • Tony Nitti, Partner, RubinBrown LLP

TOPICS INCLUDE:

  •  Using Machine Learning to Predict Outcomes in Tax Law
  •  Treasury and the TCJA
  •  Small Business Exceptions and the Tax Shelter
  •  Lessons Learned from the 1st Year of Filing After TCJA                             

CONFERENCE SCHEDULE: Current information about speakers and conference topics including full agenda may be found here

 

Note: AICPA Fall Tax Division Meeting will take place at the Marriott Marquis on November 15th. These meetings are open to the press but not accessible via the internet.

 

  • I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.
  • Arthur Godfrey

Thursday, May 23rd, 2019

Just Ask!

“One common thing about great achievers is that they keep asking useful questions every day. They ask questions like; “What do I want and what do I need to do to get it?” 
― Israelmore Ayivor

Over the years, I have had the following conversation with many firm administrators, marketing directors, HR directors, IT directors and others working in an accounting firm.

Rita: “Are you going to attend (fill-in the blank) conference this year?”

     Team member: “No, I won’t be able to go. It is too expensive and my partners would never   approve it.”

     Rita: “Did you actually ask them?”

     Team member: “Well, no. But I know they would never allow it.”

Please don’t assume. Prepare your case and then present it to the managing partner. Explain the benefits for you and the firm. Networking with people in your position at other firms and attending presentations by well-known CPA profession leaders has a pay-back much bigger than the expenses incurred.

Don’t delay – just ask!

 

  • The art and science of asking questions is the source of all knowledge.
  • Thomas Berger

Tuesday, February 5th, 2019

CES Top Techs

“Everyone thinks of changing the world, but no one thinks of changing himself.” – Tolstoy

Every year, my good friend Roman Kepczyk does his review of the Top Techs and Innovations from the Consumer Electronics Show (CES) in Las Vegas.

He focuses on what the various new technologies mean to those of you working in a CPA firm.

Read his article here.

  • The real danger is not that computers will begin to think like men, but that men will begin to think like computers.
  • Sydney Harris

Monday, December 17th, 2018

Digital Client Advisory Services Roadmap Workshop

“Opportunity does not knock, it presents itself when you beat down the door.” – Kyle Chandler

I have talked to many CPAs about truly organizing and adding Client Accounting Services to their menu of services. Many firms are experiencing great success. It is important for you to understand the digital part of the equation.

CPA.com is offering a helpful workshop – Digital Client Advisory Services Roadmap Workshop – on January 23-24, 2019 in Burlingame, CA. Here a link to more information.

There is a $300 discount that expires on December 23.

Who should attend:

  • Client accounting service practice leaders
  • Key staff
  • Partners in small, midsize and large CPA firms
  • Accounting firm business development and marketing professionals

I hope you explore this opportunity.

  • The game of life is a lot like football. You have to tackle your problems, block your fears, and score your points when you get the opportunity.
  • Lewis Grizzard

Wednesday, October 24th, 2018

Within Driving Distance of Indianapolis? – Join me!

“Develop a passion for learning. If you do, you will never cease to grow” – Anthony J. D’Angelo

I know many of you are not within driving distance – but I also know that Indiana has many great CPA firms and the Indiana Chapter of CPAFMA has a great membership.

So, mark your calendar for Friday, November 16th. I will be speaking at the Indiana Chapter meeting. It is a morning presentation so you can have all afternoon to drive back home (or to the office).

My topic is “Surviving Change in the CPA Profession.” It is an exciting time to be a CPA or working in a CPA firm, but how is your firm preparing future? It is not a time for a “wait and see” attitude.

Follow this link to download a document that gives you all the information about the meeting and how to register.

The very first CPAFMA I ever attended over 30 years ago was in Indianapolis. The Indiana Chapter is near and dear to me.

  • Education is what remains after one has forgotten what one has learned in school.
  • Albert Einstein

Tuesday, May 15th, 2018

Maybe There Are Too Many Reruns

“I do not like to repeat successes, I like to go on to other things.” – Walt Disney

Interesting post by Bill Carlino of Transition Advisors last week about the value of the numerous conferences that are held each year targeted to those work in or with the CPA profession.

Already, and it is just mid-May, I have observed (via Twitter) numerous conferences and meetings focused on educating CPAs on many of the same, recurring topics I have listened to for years and years. In addition to the re-run experience, it is very expensive to attend these conferences. While CPA firm administrators, new to the profession, obtain huge educational value from their national practice management conference, many partners refuse to spend the money to send them.

Take a minute or two to read Carlino’s post. Great post, Bill!

  • Suppose you were an idiot, and suppose you were a member of Congress, but I repeat myself.
  • Mark Twain

Friday, May 4th, 2018

Fun on Friday – What’s Your Racehorse Name?

“A difference of opinion is what makes horse racing and missionaries.” – Will Rogers

The Kentucky Derby is tomorrow. I love Churchill Downs. I have taken the behind the scenes tour with friends (the museum is awesome). I was also there during a CPAFMA conference event when a tornado hit. Roman Kepczyk and I saw it take the roof off a horse barn and then we headed for shelter! So exciting!

What would your name be if you were a racing horse?

Find out here.

Cheers to my friends in Louisville! Have a wonderful weekend.

Here’s my racing horse name – I kind of like Grande Rose!

Grande Rose

 

  • You try to do the best with what you've got and ignore everything else. That's why horses get blinders in horse racing: You look at the horse next to you, and you lose a step.
  • Jimmy Iovine

Monday, August 28th, 2017

Future Ready

“Yesterday’s skills will not be sufficient for tomorrow.” – Joey Havens, CPA 

Last week I followed the Horne Leadership Summit via Twitter (#HLS2017). I follow Joey Havens, Horne’s Executive Partner, reading his tweets and his blog.

Providing an inspiring leadership day, featuring some of the profession’s all-stars, is an example that I hope many firms will follow.

Today, I just wanted to share this slide from their leadership day. I hope you are guiding your CPA firm to be a Future Ready firm.

Horne future

  • If we set ourselves on a course of being happy in the present, our performance will be better—which will lead to more success.
  • Joey Havens, CPA

Monday, June 5th, 2017

Good Intentions…. No Implementation

“Do or do not. There is no try.” – Yoda

I write about implementation often, it is one of my favorite, and sometimes frustrating, topics.

Summer conference season is upon us. You (a CPA firm leader), will go to a conference to gather new ideas and learn about current trends in the CPA profession. While at the conference, you begin to actually get excited about some of the ideas and begin to visualize how the ideas could work in your firm.

You gather more ideas, make numerous notes, meet some very interesting people and begin to really get a sense of renewal, optimism, and think: “We can do this at our firm!”

What happens when you return to your office? Many leaders immediately get BUSY with the day-to-day fire-fighting and soon the notes you took and the excitement you felt begin to fade. You think to yourself, “I’ll bring it up at our next partner/management meeting.”

Don’t allow yourself to become demotivated. Try some of these practical steps….. Wait! Don’t “try.” DO THESE THINGS:

  • Summarize your notes, identify the best and most critical ideas that your firm could use.
  • Meet with the key management leaders and explain the ideas verbally to them.
  • Send the summary to every parter and other internal management leaders and specifically ask them to read the summary. Let them know you will be talking to them individually about the points.
  • Give them one week and then begin making brief visits to each partner.
  • Share your excitement and stress the points that you believe are critical to the firm.
  • After this is done, ask that the points be put on the next partner meeting agenda and push for at least one or two to be approved.
  • Make an Action Plan (specific steps) that needs to happen and assign the steps to specific individuals.
  • Then take action! You can’t do it alone, enlist others to help you.
  • Have you got a problem? Do what you can where you are with what you've got.
  • Theodore Roosevelt