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Recent changes in legislation have entirely changed what Clean Energy Credits can do for many individuals and business owners. Learn from multiple practicing CPAs and a Harvard law tax attorney how these changes can help you grow your firm.

"The accountant shortage threatens capitalism's future," – reported The Washington Post. So, it's now time to look at an out-of-the-box solution presented by Miles TalentHub - the international CPA talent pool pursuing MS Accounting (STEM) degrees at top US universities, followed by a 3-year work opportunity in the US.

In this keynote session, four well-known experts share their insights on the major issues facing firms, from keeping up with technology and finding the right service mix, to optimizing their client base, finding the talent they need, making the move to advisory services, and much more.

Your accounting firm clients want to focus on strategizing about the future, not the past. Offering forecasting services in your accounting firm gives your clients the strategy they want with tangible numbers to make decisions. Forecasting is one of the more scalable advisory offerings your firm can offer.

With staff shortages exacerbating capacity issues, firms are looking for ways to get work done that don't involve recruiting new employees. Among the most promising of these are outsourcing and offshoring, and this session will dive into their pros and cons, and how firms can make the most of their outsourcing relationships -- including whether they should start their own outsourcing operations.

Based on their forthcoming research, Jessica and Rachel challenge the norms of what a CPA firm looks like today and in the future. The session covers firm structures, the lack of business acumen among staff, shifting roles and responsibilities and the marriage of marketing and HR professionals.

As CPA firm deliverables become increasingly automated and compliance services more commoditized, this 50-minute training spotlights the role data science will play in your practice in the immediate and near future. We will learn how to think about data in the language of business (not the languages of accounting and not technology) and to ask the "What if?" questions that will transform your relationships with clients.

The traditional pace of career advancement at accounting and advisory firms is proving unsustainable. Post-pandemic expectations are coinciding with generational approaches to work-life balance and resetting how—and how much—professionals take on at each career stage. Where "yes" was the default response to new development opportunities and career responsibilities, the new default response, while not "no," is "for how long?" or "I need this in return." Audience input will be encouraged and specific examples shared.

For 125 years, charge hours have been the go-to metric for measuring performance at an accounting firm. However, a focus on input hours to measure value created for clients disincentivizes creativity, innovation, and efficiency. In short, superstars are punished for their efficiency with more work.

As an accounting professional, you understand the importance of balancing efficiency and precision. That's precisely where the power of no-code automation comes into play. This session, led by Heather Satterley, is tailored specifically for you. Envision streamlining your daily tasks, improving accuracy, and tailoring solutions to fit your unique accounting needs, all within the bounds of industry standards. No-code automation holds this promise, and Heather is here to guide you in harnessing its full potential.