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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.
June 18 -
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.
June 18 -
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.
June 18 -
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.
June 18 -
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.
June 18 -
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.
June 18 -
This panel will look at how firms can develop a culture of innovation that allows them to make the most of advances in technology.
June 18 -
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.
June 18 -
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.
June 18 -
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.
June 18 -
It's sort of everything you need to know about succession planning, M and A PE and more.
June 18 -
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.
June 18 -
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.
June 16 -
The ramifications of the momentous Supreme Court ruling continue to unfold.
June 16 -
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.
June 16 -
Working with legal professionals, law enforcement, business owners, individuals and even the IRS, forensic accountants protect the innocent and catch the guilty.
June 16
Sage Investigations -
The 150-hour isn't going to go away — but there are other ways to help students pursue a career in accounting.
June 16
CPACredits.com -
People on the autism spectrum or with other conditions such as Tourette's syndrome, dyslexia and ADHD can help fill the pipeline.
June 15 -
A wrong turn; from the people; busy lady; and other highlights of recent tax cases.
June 15 -



















