Sessions For November 7, 2019

6:00AM-6:30AM

Sign up to join Chase Ink for a complimentary yoga class.

6:30AM-5:30PM

07

Thursday
7:00AM-7:50AM

WOM19201. Session presented by AICPA Member Insurance Programs

Knowledge Level & Prerequisite: None
Field of Study: None
CPE Credit: 1.0

7:50AM-8:00AM

07

Thursday
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.

Instructor: Pascal Finette
Track: Specialized Knowledge Track
Knowledge Level & Prerequisite: Beginner (1-2 years in the profession)
Field of Study: Specialized Knowledge
CPE Credit: 1.0

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.

07

Thursday
8:55AM-10:10AM

WOM1908. Women Who Mean Business

Instructor: Lindsey Vonn & MJ Rogers (Moderator)
Track: Specialized Knowledge Track
Knowledge Level & Prerequisite: Beginner (1-2 years in the profession)
Field of Study: Personal Development
CPE Credit: 1.5

In this dynamic Chase Ink® panel, Lindsey Vonn, World Champion skier, philanthropist and entrepreneur, will discuss the highs and lows of her skiing career as well as the challenges and triumphs business owners encounter.

07

Thursday
10:40AM-11:30AM

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

Instructor: Gordon Sheppard
Track: Experienced Leader Track
Knowledge Level & Prerequisite: Intermediate (3-5 years in the profession)
Field of Study: Personnel/Human Resources
CPE Credit: 1.0

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.

07

Thursday
10:40AM-11:30AM

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

Instructor: William Pirolli
Track: Emerging Leader Track
Knowledge Level & Prerequisite: Intermediate (3-5 years in the profession)
Field of Study: Specialized Knowledge
CPE Credit: 1.0

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.

07

Thursday
10:40AM-11:30AM

WOM1911. Giving Back – A Volunteer’s Journey

Instructor: Connie Matsui, Tashia Batstone (Moderator)
Track: Specialized Knowledge Track
Knowledge Level & Prerequisite: Overview (1-2 years in the profession)
Field of Study: Personal Development
CPE Credit: 1.0

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)

11:30AM-11:40AM

07

Thursday
11:40AM-12:30PM

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

Instructor: Joynce Bullock, Allison Harrell, Lisa Johnson, Shane Wood (Moderator)
Track: Experienced Leader Track
Knowledge Level & Prerequisite: Intermediate (3-5 years in the profession)
Field of Study: Specialized Knowledge
CPE Credit: 1.0

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.

07

Thursday
11:40AM-12:30PM

WOM1913. Crypto Curious? Blockchain in Finance & Accounting

Instructor: Natalia Armeine, Ron Quaranta, Kacee Johnson (Moderator)
Track: Emerging Leader Track
Knowledge Level & Prerequisite: Overview (1-2 years in the profession)
Field of Study: Information Technology
CPE Credit: 1.0

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.

07

Thursday
11:40AM-12:30PM

WOM1914. Communicating Financial Information to NonFinancial People

Instructor: Geni Whitehouse
Track: Specialized Knowledge Track
Knowledge Level & Prerequisite: Beginner (1-2 years in the profession)
Field of Study: Communications and Marketing
CPE Credit: 1.0

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.

12:30PM-1:45PM

07

Thursday
1:45PM-2:35PM

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

Instructor: Jeff Nischwitz
Track: Experienced Leader Track
Knowledge Level & Prerequisite: Advanced (6-10+ years in the profession)
Field of Study: Business Management & Organization
CPE Credit: 1.0

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

07

Thursday
1:45PM-2:35PM

WOM1916. Boards - 2020 and Beyond

Instructor: Deborah Rosati
Track: Emerging Leader Track
Knowledge Level & Prerequisite: Advanced (6-10+ years in the profession)
Field of Study: Specialized Knowledge
CPE Credit: 1.0

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.

07

Thursday
1:45PM-2:35PM

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

Instructor: Rachel Druckenmiller
Track: Specialized Knowledge Track
Knowledge Level & Prerequisite: Beginner (1-2 years in the profession)
Field of Study: Personnel/Human Resources
CPE Credit: 1.0

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

2:35PM-2:45PM

07

Thursday
2:45PM-3:35PM

WOM1918. Succession Planning: Building Leaders of Tomorrow

Instructor: Shaara Roman
Track: Experienced Leader Track
Knowledge Level & Prerequisite: Advanced (6-10+ years in the profession)
Field of Study: Business Management & Organization, Personnel/Human Resources
CPE Credit: 1.0

Legendary business executive Jack Welch said, “Talent management deserves as much focus as financial capital management in corporations.” There are few concepts in business as misunderstood as succession management. For a lot of companies, succession management is an annual event that often happens behind closed doors. A common misconception about succession management is that it’s a quick fix, or a process that happens once per year or on the heels of a change in leadership. Some people understandably believe it’s replacement planning. If you don’t get it right, don’t even think about attracting and retaining millennials and Gen Z’s. This session will provide insights into the business case for succession management and how to build a plan that is simple, comprehensive and serves as a talent retention tool.
Learning Objectives:

  • Understand the difference between succession planning/management and replacement planning
  • Learn how to build a simple yet comprehensive succession plan
  • Learn how to use succession planning as a talent retention tool

07

Thursday
2:45PM-3:35PM

WOM1919. Achieving Your Highest Priorities

Instructor: Donna Salter
Track: Emerging Leader Track
Knowledge Level & Prerequisite: Intermediate (3-5 years in the profession)
Field of Study: Personal Development
CPE Credit: 1.0

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.

07

Thursday
2:45PM-3:35PM

WOM1920. Women in the Profession Update

Instructor: Yasmine El-Ramly, Jacquelyn Tracy
Track: Specialized Knowledge Track
Knowledge Level & Prerequisite: Update (1-2 years in the profession)
Field of Study: Personnel/Human Resources
CPE Credit: 1.0

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.
Learning Objectives:

  • Latest updates on state of gender diversity in the profession;
  • Cover strategies to help women advance in their organization;
  • Discuss opportunities to help organizations engage and retain a more diverse talent pool;
  • Showcase AICPA resources that organizations and individuals can leverage from.

07

Thursday
4:05PM-5:20PM

WOM1921. Women & Firms Who Lead

Instructor: Dawn Brolin, Melissa Hooley
Track: Experienced Leader Track
Knowledge Level & Prerequisite: Intermediate (3-5 years in the profession)
Field of Study: Personal Development
CPE Credit: 1.5

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.

07

Thursday
4:05PM-5:20PM

WOM1922. Business Development and You, Leading Client Engagement

Instructor: Kim Orlesky, Rachel Gregg, Judie McCarthy, Michelle Walsh, Kacee Johnson (Moderator)
Track: Emerging Leader Track
Knowledge Level & Prerequisite: Overview (1-2 years in the profession)
Field of Study: Communications and Marketing
CPE Credit: 1.5

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

07

Thursday
4:05PM-5:20PM

WOM1923. #TimesUp Follow Up Panel

Instructor: Jake Stika, Sara Forte, Monica Murray (Moderator)
Track: Specialized Knowledge Track
Knowledge Level & Prerequisite: Update (1-2 years in the profession)
Field of Study: Business Management & Organization, Personal Development, Personnel/Human Resources
CPE Credit: 1.5

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