Special Program Root Tag

This panel will look at every aspect of the question, from how to identify the right services to offer and how to package them, to thinking through questions like pricing, staffing, marketing, and more.

And compliance is going to get stricter, according to a recent study conducted for the AICPA & CIMA.

Our favorite ideas, insights, strategies, tactics and best practices from the AICPA's Engage conference.

You get to focus on client relationships instead of pure transactions, and your client feels more valued in return.

You are usually down 22% in staffing on any given week during the summer, assuming each staff person, owner or partner takes a two-week vacation.

During this forward-looking presentation, Joe Woodard, Client Accounting and Advisory (CAAS) coach and expert, will prepare your practice to navigate the rapidly changing world of CAAS.

Join this session to discover the proven system to seamlessly transition clients to your new rates - including legacy clients? The keys to earning more without working more are counter-intuitive.

Environmental, Social, and Governance (ESG) isn't new, but it's increasingly important in the marketplace. Regulations, which already exist internationally and are impending in the US, could have a significant impact on the accounting profession.

I will talk about our success stories and tips and tricks on building a successful practice in this area including pricing and packaging of services around recurring revenue, cross-selling within the firm, and focusing on industry-specific solutions.

In order to grow your business the way you want to, you should maximize the number of ideal clients you have. But, we currently have legacy clients and historical norms to overcome.

Phil Whitman, will share how you can take your firm on a multi-pronged accelerated growth journey. Participants will leave with a roadmap to targeted growth.

This panel will look at how firms can develop a culture of innovation that allows them to make the most of advances in technology. 

This panel discussion will cover a wide range of important factors, from pricing and service bundling, to finding the right clients, staffing the practice, and much more.

A look ahead at how everything from private equity to virtual work, ad hoc partnership and firm networks, gig work and much more will offer a host of new ways to organize accounting work.

This panel will look at where they'll go, and what other new technologies are coming along, and how they'll change the way your firm operates.

It's sort of everything you need to know about succession planning, M and A PE and more.

Building on more than a decade's worth of data from our Best Firms to Work For, this session will explore the top strategies for attracting and retaining staff, covering tried-and-tested methods to develop employees that are engaged for the long-term.

The rapid growth of generative artificial intelligence chatbots like ChatGPT and Bard has prompted accountants to question how these technologies can be used without threatening their livelihoods.

The ramifications of the momentous Supreme Court ruling continue to unfold.

The last year has seen an explosion of AI smartphone apps, but a recent report says three-quarters of them send user data to third parties.