Client Advisory Services and Technology Conference Agenda

Day Two of Conference Opens

1-OtherOutsourcing Payroll and Tax Services

• There are several different items to consider when deciding to outsource your payroll and tax services. Once that decision is made, know the steps your organization should take to ensure a successful implementation

1-OtherSEC’s New Cybersecurity Disclosure Rules and Considerations for Technology Companies

• Receive an overview of the Securities and Exchange Commission’s (SEC’s) new cyberdisclosure rules.
• Discuss the impact on public companies and actions that should be taken now to get ready for compliance.
• Explore AI’s impact on technology companies, risk management, and future considerations.

Morning Break

1-OtherChatGPT: What You Need to Know and Do to Use Generative AI Effectively, Part 1

• Learn about the history and evolution of generative AI, from a niche technology to a mainstream tool.
• Explore the different generative AI tools and platforms that are available and how they can be used for a wide variety of tasks and purposes, including project management.
• Understand the risks, laws, and challenges associated with generative AI, such as data quality, security, ethics, and regulation.
• Discover the best practices and tips for using generative AI effectively and responsibly, such as data validation, quality control, attribution, and transparency.
  

1-OtherChatGPT: What You Need to Know and Do to Use Generative AI Effectively, Part 2

• Learn about the history and evolution of generative AI, from a niche technology to a mainstream tool.
• Explore the different generative AI tools and platforms that are available and how they can be used for a wide variety of tasks and purposes, including project management.
• Understand the risks, laws, and challenges associated with generative AI, such as data quality, security, ethics, and regulation.
• Discover the best practices and tips for using generative AI effectively and responsibly, such as data validation, quality control, attribution, and transparency.
  

1-A&ATechnology Breakout #1a: Change Your Business Planning Process with the Help of Budgeting and Forecasting Tools

• Receive an introduction to Corporate Performance Management (CPM) software, which is specifically designed to help bridge the planning functionality gaps often found in your ERP. Discuss how these tools help you:
  
  • Improve visibility into and control over the entire budgeting process
  • Collaborate across your business with tasks and approvals
  • Create plans on what-if scenarios
  • Use key business and value drivers to create business plans
  • Provide supporting detail to budgets and forecasts
  • Feed critical data needed for planning from multiple data sources
  • Performance reporting with Power BI

1-OtherCAS Breakout #1b: Integrating ChatGPT into Your Client Advisory Services

• Learn how you can harness the power of ChatGPT in your client advisory services.
• Explore specific examples of how ChatGPT can help you design a niche advisory service.
• Identify ways to leverage ChatGPT to promote and deliver an advisory service.
• Recognize the opportunity to advise clients on the use of ChatGPT in their business.

1-OtherTechnology Breakout #2a: Blockchain Update and Central Bank Digital Currencies

• The latest developments and challenges in blockchain adoption and regulation.
• How digital assets, such as cryptocurrencies, stablecoins, tokens, and NFTs, are evolving and changing.
• The current status and potential implications of central bank digital currencies (CBDCs) in major economies, such as the US, the UK, the EU, China, and Japan.

1-OtherCAS Breakout #2b: Integrating Microsoft 365 into Your Client Advisory Services

• Learn how you can advise your clients on how to tap the full potential of Microsoft 365.
• Explore a potential framework for offering this as a niche client advisory service.
• Get a sneak preview of Microsoft 365 Copilot ChatGPT integration.

1-OtherTechnology Breakout #3a: Cultivating a Digital Mindset

• Create a culture of innovation within your organization.
• What is digital transformation and how can it affect your role?
  • Application to every day operations
  • Asking the right questions
• Adopt a digital mindset.
  • A better way 
  • Thinking digitally
  • Continuous learning

1-OtherCAS Breakout #3b: Why Every Business Needs CAS and How to Get Your Share

• 8 cost-effective advantages of outsourced CAS and CFO services.
• The range of services, responsibilities, timing of deliverables, and pricing.
• How to market CAS and CFO services to every size organization.
  
• Sample engagement letter and pricing models.

1-OtherTechnology Breakout #4a: The Importance of IT Due Diligence in the M&A Process and Cybersecurity Best Practices to Incorporate

• The importance of M&A due diligence during a transaction.
• Risks associated with not performing due diligence.
• Why IT and cyber due diligence are critical components that should not be overlooked.
• Cybersecurity and due diligence best practices that should be incorporated during reviews.

1-OtherCAS Breakout #4b: Adding Financial Planning Services to a Tax Practice

• How to introduce tax clients to financial planning services.
• 12 financial planning services your clients might need right now and how to provide them.
• 24 month skill-building process.
• Sample engagement letter and pricing models.