Wednesday, November 6, 2019

11/6 7:00AM-5:30PM

Registration Open

11/6 8:00AM-9:15AM

WOM19101. Your Brain on Goals

11/6 9:30AM-10:45AM

WOM19102. Debunking Cyber Security

11/6 10:50AM-12:10PM

WOM19SM01. Speed Mentoring

11/6 12:30PM-12:40PM

WOM1900. Chair Welcome and Introductions

Tracey Golden - AERS Partner | Deloitte Touche LLP
Jacquelyn Tracy - Partner | Mandel & Tracy, LLC
11/6 12:40PM-1:30PM

WOM1901. Breaking Through: My Journey to Becoming the First Female NFL Official

Sarah Thomas

Sarah Thomas is a woman of many firsts – she was the first female official to ever work a major college football game, the first woman to officiate a bowl game, and the first to officiate in a Big Ten stadium. She is also the first permanent female NFL official and made post-season history during the Patriots/Chargers 2019 AFC Divisional championship by being the first woman to officiate a playoff game. Now she’s sharing essential leadership lessons from her journey to the top of a male-dominated industry and vital insights on shattering the glass ceiling in the world of professional sports that can be applied to any field or industry. As an exemplar of what’s possible if you believe, Sarah brings audiences takeaways on breaking through in your own career, from staying focused under pressure and creating change to managing work-life balance and being the best you can be.

11/6 1:30PM-1:35PM

Change Break

11/6 1:35PM-2:50PM

WOM1902. To be announced

11/6 2:50PM-2:55PM

Change Break

11/6 2:55PM-3:45PM

WOM1903. The Power of One: How One Attitude, One action, And One Person Can Change the World

John O'Leary - President | Rising Above

Expected to die after being burned on 100 percent of his body as a child, John O’Leary now teaches others how to truly live. He reveals that how we view, hear and internalize the world has everything to do with the professional, relational and personal outcomes we receive. Through emotional storytelling and with great humor, O’Leary will share the insights he gained from his experience, and he will empower you to shift your perspective and overcome adversity. He will provide the tools to transform challenges, strengthen relationships and stretch boldly toward possibility.
Learning Objectives:

  • Learn how to change the way you ask questions to transform the answers you receive—and the life you lead.
  • Improve personal accountability for actions, attitudes and outcomes.
  • Better understand your impact within your organization and re-ignite your professional passion.
  • Discover the two greatest motivators in life and their powerful effects.
11/6 3:45PM-4:15PM

Networking Break - Refreshments & Vendor Displays

11/6 4:15PM-5:30PM

WOM1904. Thanks for the Feedback – Lessons in Giving and Receiving Feedback

Rebekah Brown - Director of Development | Maryland Association of CPAs / The Business Learning Institute

Whether we realize it or not, we are constantly both giving and receiving feedback. We know that feedback is essential to our personal development, but we so often dread and even dismiss it. Feedback can be ill timed, unfair and downright mean, but that doesn’t have to dictate our ability to use it for our own growth. Using lessons from the best-selling book, “Thanks for the Feedback” by Douglas Stone and Shelia Heen, learn the three types of feedback, the barriers to receiving feedback well and how you can create a feedback culture at your organization.
Learning Objectives:

  • Identify the three types of feedback and the degree to which you need each one
  • Recognize the barriers and blind spots that can get in the way of receiving feedback well
  • Create an action plan for getting the feedback you need and creating a feedback culture at your organization
11/6 4:15PM-5:30PM

WOM1905. Core Confidence

Kate Boorer - Author and Speaker | Core Confidence
Fiona Pearman - Author and Speaker | Core Confidence

What is standing in the way of creating the career and life you’re aiming for? Research has found there’s a common thread for men and women as they move through their career, particularly as they head into their late twenties and beyond. Confidence impacts many aspects of our careers and lives including our ability to:
• Negotiate a pay raise or more flexible work arrangements
• Ask for a promotion or apply for a progression opportunity
• Challenge a stakeholder or call out unacceptable behavior
But what is confidence? How does a lack of confidence play out in the workplace and what can you do to start to better understand your internal sources of confidence?

Research continually confirms that many young professionals blame confidence as the reason they are not achieving their goals in career and life and it's time to do something about it. This 75-minute session will explore both the external and internal dimensions of confidence and share strategies to proactively and sustainably connect with your core confidence to enhance performance both personally and professionally.
Learning Objectives:

  • Defined and explored their relationship with confidence
  • Understand where a lack of confidence may be holding them back
  • Identify strategies and tools to support them reconnect and commit to an ACT of confidence
11/6 4:15PM-5:30PM

WOM1906. Creating a Sustainable Work+Life Balance

Sarah Elliott - Principal and Co-Founder | Intend2Lead LLC
Lauren Baptiste - Founder and CEO | Acheloa Wellness

As CPAs, Sarah and Lauren personally witnessed and experienced the harsh realities of burnout on the body, mind and heart. Burnout isn’t a one-off; it is interwoven in the tapestry of hard-working, 24/7, revenue-generating, passionate individuals and organizations that want to excel.

There’s a lot of chatter about the lack of women in leadership positions, and while boards are taking notice and implementing “band-aid solutions”, we’re still not addressing the root cause of the problem: sustaining positive mental health and well-being. Burnout ranks as the highest concern for companies when it comes to issues facing employees and we’re not trending towards a solution; we’re running towards the problem, especially for us CPAs. It’s time for an action plan that gets to the heart of the matter.

In this session, we’ll discuss how you can pursue a career filled with meaning and fulfillment. We’ll share successful stress management techniques and help you define clear next steps. You'll walk away from this session feeling inspired and ready to take back the reins of your life.
Learning Objectives:

  • Explore the impact of stress and burnout in the workplace.
  • Create tangible next steps to ignite immediate positive change in your well-being.
11/6 5:30PM-6:30PM

Welcome Reception & Vendor Displays

Thursday, November 7, 2019

11/7 6:00AM-6:30AM

Yoga

11/7 6:30AM-5:30PM

Registration Open

11/7 6:30AM-8:00AM

Continental Breakfast & Vendor Displays

11/7 8:00AM-8:50AM

WOM1907. Thriving in Exponential Times. Understanding how tomorrow will be different than today and why that matters more than you know.

Pascal Finette - Chair for Open innovation at Singularity University and Co-founder, | Radical Ventures & Singularity University

Understanding how tomorrow will be different than today and why that matters more than you know.
The world is changing faster than ever and the future will be here before you know it. To survive, it’s not enough to know it’s coming. You have to be able to imagine it. You’ll learn about exponential technologies, their impact on the world and how to capitalize on the change we’re all experiencing by thinking beyond it. Because if you only set your sights on what’s coming next, you’re already too late.
Learning Objectives:

  • Understanding the impact of exponential technologies on your business
  • Equipping the audience with tools to capitalize on the change from these technologies.
11/7 8:55AM-10:10AM

WOM1908. To be announced

11/7 10:40AM-11:30AM

WOM1909. The Truth About Meetings for Executives (and how to fix them...)

Gordon Sheppard - President | Meeting Leadership Inc.

Should your last meeting have been an email instead? Are you burnt out because you’re getting called to too many meetings during the day, which means that you have to do your regular work at night? These are just a few of the ‘truth bombs’ you’ll discover in ‘The Truth About Meetings (and how to fix them…).

During this honest and practical presentation Gord ‘tells it like it is’ about why so many of our meetings are so bad. But not only does he say the things out loud that you’ve been dying to say, he also offers practical solutions that will help you turn your meetings into a competitive advantage.

So if you’re ready to get inspired by the guy who has run or participated in more than 2000 meetings, then this presentation is for you.
Learning Objectives:

  • Identify bad meeting habits and discover why it’s hurting your customers.
  • Learn how to measure the actual cost of a meeting so you can stop wasting time and money.
  • Learn how to fire a bad meeting facilitator in the right way.
  • Learn how to connect your meetings directly to your strategy so you can build a stronger organization and serve your clients at a higher level and more.
11/7 10:40AM-11:30AM

WOM1910. Behind the Numbers….Understanding the Business Side of CPA Firms

William Pirolli - Partner | DiSanto Priest & Co,CPA's

Successful and sustainable firms are built with great clients, great people and financial success. This session will highlight the economics of public accounting firms by analyzing the key performance indicators of traditional firms and emerging concepts of new-age firms.
Learning Objectives:

  • You will learn the major cost centers and the secrets to increasing profitability, including right staffing, appropriate billing, the power of client and service mix, and how to profit from leverage.
  • Understanding CPA Firm Economics Engaging in the entrepreneurial side of your firms practice.
11/7 10:40AM-11:30AM

WOM1911. Giving Back – A Volunteer’s Journey

Tashia Batstone - Senior Vice President,External Relations and Business Development | CPA Canada

People choose to volunteer for a variety of reasons. For some it offers the chance to give something back to the community or make a difference to the people around them. For others it provides an opportunity to develop new skills or build on existing experience and knowledge. For many, it’s a chance to connect with future leaders and organizations that inspire them.

Today’s panelist’s will share their stories of getting started, finding the perfect match and how volunteering can positively impact your personal and professional life. Come away with personal strategies that you can begin to implement right away.
Learning Objectives:

  • Understand the benefits of volunteering to your personal and professional life
  • Develop a personal checklist to help you find the right volunteer opportunity(s)
11/7 11:40AM-12:30PM

WOM1912. How to Implement Diversity & Inclusion Initiatives in your Workplace - a Review of the WIEC CPA Firm Pilot Program

Shane Wood - Partner | Squire & Company,PC
Jonyce Bullock - CEO | Squire & Company,PC
Allison Harrell - Shareholder | Thomas Howell Ferguson P.A.
Lisa Johnson - Principal | Gross, Mendelsohn & Associates,P. A.

This session will explore the approach panelists used to engage male leaders, make the business case and navigate challenges in successfully implementing diversity and inclusion initiatives in their organizations.
Learning Objectives:

  • Learn from individuals who have successfully implemented diversity and inclusion initiatives in their organizations.
  • Learn more about available AICPA resources and assistance in developing diversity and inclusion initiatives in your organization.
11/7 11:40AM-12:30PM

WOM1913. Crypto Curious? Blockchain in Finance & Accounting

Natalia Ameline - Co-Founder | CryptoChicks
Ron Quaranta - Chairman | Wall Street Blockchain Alliance

Natalia Ameine of Crypto Chicks and Ron Quaranta, Chairman of the Wall Street Blockchain Alliance will breakdown blockchain and cryptoasset management for the finance & accounting role. This session is focused on removing fear of the unknown while encouraging you to take a more active lead in the area of blockchain technologies.
Learning Objectives:

  • Understand how cryptoasset management is impacting accounting firms today with practical application use-cases
  • Learn about real word examples of how organizations are using Blockchain to enable a distributed, transparent, autonomous system to exchange value
  • Identify different applications of blockchain technology.
11/7 11:40AM-12:30PM

WOM1914. Communicating Financial Information to NonFinancial People

Geni Whitehouse - Countess of Communication | Brotemarkle,Davis & Co

We accountants speak a different language. Whether we are referring to Debits and Credits, Assets and Liabilities or different sections of the tax code, our clients are generally at a loss to understand what we are saying. They place less value on information they don’t understand and are often too intimidated to ask questions. In this session, you will learn secrets of de-mystifying accounting and increasing the value of the services you deliver.
Learning Objectives:

  • Understand the disconnect between accountants and their clients when it comes to communication.
  • Learn how to bridge the gap and make information understandable and relevant for client leaders.
11/7 12:30PM-1:45PM

Networking Luncheon

11/7 1:45PM-2:35PM

WOM1915. Leading the Shift: Leadership for Financial Professionals in the 21st Century

Jeff Nischwitz - President | The Nischwitz Group

Today’s reality is that leadership requires people with high levels of awareness and emotional intelligence who can empower, engage and align the team members. In a world of business talk and strategic think, Jeff is a rare voice for a new way of leading. Attendees will connect to a transformational leadership model designed to help anyone improve their leadership skills and enhance their personal and team effectiveness and execution. Attendees leave the session with new communication and accountability tools, team engagement and alignment strategies, and tactics to improve self-accountability and execution. This program is especially value for financial professionals looking to address the critical issues of attracting, engaging and managing teams and people.
Learning Objectives:

  • Leadership shifts for engagement and impact
  • Differently navigating emotions for better communication
  • Tools for putting the power back into empowerment
  • Embracing and building a feedback culture
11/7 1:45PM-2:35PM

WOM1916. Boards - 2020 and Beyond

Deborah Rosati - Founder & CEO | Women Get On Board Inc.

Boards 2020: What’s changed over the past several years, what’s expected from a board member, and what you can do to prepare to be board ready
Learning Objectives:

  • How to prepare to get on a board.
  • How to be an effective board member.
11/7 1:45PM-2:35PM

WOM1917. The Human Behind the Numbers: What Matters Most at Work

Rachel Druckenmiller - Director of Wellbeing | SIG

As the workforce continues to change and the talent race heats up, offering employees meaningful experiences and opportunities to grow, learn and contribute has become more important than ever. Culture either happens by default or is created intentionally, and companies that commit to intentionally developing their cultures are recruiting, retaining and engaging their employees. What does it take to be recognized as a best place to work and to create a culture that draws in and retains employees? In thriving workplace cultures and at employers of choice, employees feel valued, inspired, and connected to their work and coworkers. For employers, engaged, thriving employees means a competitive business advantage, including improved employee engagement and retention, increased creativity and innovation, improved leadership effectiveness, and stronger, more cohesive leadership teams. Sharing lessons and insights from top workplaces, we’ll explore the power supporting the humans behind the numbers
Learning Objectives:

  • Identify the three keys to employee engagement
  • Discover the specific traits needed for future-ready, human leaders in the profession
  • Learn innovative, practical and actionable strategies for fostering connection and engagement at your workplace
11/7 2:35PM-2:45PM

Change Break

11/7 2:45PM-3:35PM

WOM1919. Achieving Your Highest Priorities

Donna Salter - Owner | Catalyst Leadership LLC

Do you feel like a majority of your time is spent managing crises? At the end of the day are you completely drained of energy and unable to accomplish anything of real significance? We live in a time sensitive world where overlapping commitments are the norm and the line between what’s urgent and important are inevitably blurred. This interactive session will help reset your internal compass to manage responsibilities, focus on quality work, and maintain positivity.
Learning Objectives:

  • Understand the difference between urgent and importantMinimize and effectively manage crisis.
  • Find balance between personal and professional demandsEliminate time wasters and other low priorities.
11/7 2:45PM-3:35PM

WOM1920. Women in the Profession Update

Yasmine El Ramly - Senior Technical Manager | Association of International Certified Professional Accountants

The accounting profession continues to evolve and the role that women play in our profession has become more relevant over the years. But the question we should be asking is whether women in leadership roles have progressed in our profession at an acceptable rate. Are women taking their place at the executive levels, and if not, how can we make that happen? We will look at the current gender trends in our profession and explore challenges and strategies to further the goal of women in leadership.

11/7 3:35PM-4:05PM

Networking Break - Refreshments & Vendor Displays

11/7 4:05PM-5:20PM

WOM1921. Women & Firms Who Lead

Melissa Hooley - Partner, Employee Benefits Practice | Anton Collins Mitchell LLP
Dawn Brolin - CEO | Powerful Accounting LLC

As a woman, leading teams and accomplishing tasks involves confidence, setting expectations and accomplishing the goals set forth by the leader. During this session we will discuss ways in which women today are leading in the accounting industry and how we can help others step up and join the fight for women in leadership positions.
Learning Objectives:

  • Understand the importance of women in the accounting industry and how you can make your mark.
  • Learn about women in the space who are leading and how they did it.
11/7 4:05PM-5:20PM

WOM1922. Business Development and You, Leading Client Engagement

Kacee Johnson - Strategic Advisor for CPA.com & Founder/CEO of Blue Ocean Principles
Rachel Gregg - Co-Founder | regroupTAX
Judie McCarthy - Co-founder | Client Hub
Kim Orlesky - President | KO Advantage Group Ltd.

Sales is not something that comes naturally to most CPAs, and unfortunately the skillsets needed to grow a business extend far past the firm leaders. In this session, we will take a look at what you can do to shift the mindset within your organization to build a business development machine. Learning from founders of the companies accepted into the AICPA/CPA.com Accelerator program, and Kim Orlesky, a passionate sales thought-leader – we will dive into what makes organizations successful in building a team focused on growth.
Learning Objectives:

  • Top Questions Leaders Always Ask in Client Engagement Meetings
  • How to Upskill Talent to Grow Your Business
  • Understand the key components of the business development mindset
11/7 4:05PM-5:20PM

WOM1923. #TimesUp Follow Up Panel

Monica Murray - Consultant | Monica Murray
Jake Stika - Executive Director | Next Gen Men
Sara Forte - Forte Law - Employment Law Solutions

In a follow up to last year's #TimesUp panel discussion, join us for this indepth look at the practical things you can do, both individually and as a workplace, to prevent workplace harrassment and improve the physicial and psychological safety of all employees.

Friday, November 8, 2019

11/8 6:00AM-6:30AM

Yoga

11/8 6:30AM-12:30PM

Registration Open

11/8 6:30AM-8:00AM

Continental Breakfast & Vendor Displays

11/8 8:00AM-9:15AM

WOM1924. Reimagine

Barry Melancon - President and CEO, American Institute of CPAs | CEO, Association of International Certified Professional Accountants

The digital era has brought about a blistering pace of change that’s only getting faster. It’s rapidly resetting consumer expectations and challenging organizations to disrupt themselves to remain relevant. And it’s bringing enormous opportunity for the accounting profession. To lead our clients and employers through these increasingly volatile times, we must open ourselves to new possibilities – reimagining the services and skills we offer to keep the profession vital and relevant well into the future.
Learning Objectives:

  • The latest trends reshaping the accounting profession
  • How technology can enable us to enhance quality in existing service areas, and provide opportunity in new service areas our clients and businesses increasingly demand
  • How to evolve our skillsets to remain trusted advisors in an increasingly digital world
11/8 9:15AM-9:20AM

Change Break

11/8 9:20AM-10:10AM

WOM1925. Finding your Everest

Sara Safari - Founder | Climb Your Everest

Join Sara Safari as she takes you up the mountain with her... Sara will share her stories, both daunting and humorous, that also impart leadership tools.

Every day we are dealing with different obstacles to reach our goals. Sometimes, these hurdles look like huge mountains to climb. Getting a promotion at work, achieving your educational goals, and maintaining good relationships with our loved ones are examples of challenges we deal with on a daily basis. We are all capable of overcoming our fears and climbing all these mountains if we believe 'there is no limit to human potential, there is only limit in human belief!'. This is a motivational talk to empower and inspire people to look at life differently and positively.
Learning Objectives:

  • Making friends with your failures
  • Learn to embrace your fears and push yourself out of your comfort zone
11/8 10:10AM-10:40AM

Networking Break - Refreshments & Vendor Displays

11/8 10:40AM-11:30AM

WOM1926. To be announced

11/8 11:30AM-11:40AM

Change Break

11/8 11:40AM-12:30PM

WOM1927. To be announced