Join us for a complimentary series of TED talks that will kick off our 2019 Annual Beach Retreat this year! Our Future Ready Learning lab is led by those leading the exponential trends shift. Whether you want to learn more or are actively pursuing technology or business changes, this session is sure to be a great resource.
A Welcome Reception will follow from 6-7:30pm sponsored by Frost & Associates.
Are You Overworking Prep, Comp and Review Engagements? - Matt Towers, Product Marketing Manager, OnPoint PCR at CPA.com
Description: How confident are you that you are doing the appropriate amount of work for prep, comp and review engagements – no more, no less? In this session, we will discuss three key insights driven off of market research around prep, comp and review engagements that can help recalibrate your firm’s approach toward providing these services.
3:15 pm
Getting Inside Your Organization to see what makes you click - Tom Blandford, President & CEO at eTrepid
Description: TBD
3:30 pm
Future of Accounting Firms - David Bergstein, CPA, Digital Evangelist at Intuit
Description: What is the vision of the future for CPA firms? Will it be assurance? Will it be tax? Will it Be CAS? Will it be Advisory services? The world is changing and automation (RPA), and Artificial Intelligence is changing what we do. Is your firm ready to embrace this transformation?
3:45 pm
Using Technology to Deliver an Exceptional Client Experience - Amy Mann, Director of Communications at CPAcharge
Description:In this session, we’ll explore how customer experience is one of the last remaining differentiators between professional services providers. We’ll also practically evaluate several easy-to-implement technologies that can help make delivering an exceptional client experience effortless for you and your team.
4:00 pm
How to Foster a Culture of Wellness through Benefits Programs - Liz Entin, Director of Health Strategies and Solutions at SIG
Description: Wellness is a buzz word these days, but what does it really mean? And how can wellness be a part of your workplace? Liz Entin, Director of Health Strategies & Solutions at SIG, offers smart and simple ways to foster a culture of wellness at your organization. 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!
4:15 pm
Zero to AI Hero: Adopting Artificial Intelligence for Audits - Erik D. McBain, CFA, Industry Lead — Financial Services at MindBridge
Description: Artificial intelligence isn’t a dream – over 40 of the US Top 100 are using MindBridge Ai Auditor right now. How do you eliminate the news and hype and make AI-enhanced audit a reality for your firm? Erik McBain, from MindBridge Ai offers an overview of how AI for audit works and a month-by-month breakdown of how to deploy MindBridge Ai Auditor into your firm before the 2020 busy season
4:30 pm
Risks Around CAS - Robert Albertini, Sr. Account Manager at AON
Speaker: Managing Risk is important for CPAs and we know sometime clients may ask you to provide services outside your scope. Technology has made the process easy and sometimes difficult to handle exposure for clients when placed in a management role.
