Evolve

conference webcast

Client Advisory and Technology Services for Future-Focused Firms


CPE Credits: 8-Mixed

Oct. 28, 2022


To remain relevant and provide excellent service to clients, CPAs must stay ahead of changing standards and technology trends. PICPA's brand-new Evolve Conference will provide resources for future-focused firms looking to expand their client advisory and technology services. Three tracks (client advisory services, technology, and firm growth in the 21st century) will include sessions such as an overview of blockchain, an AI risk assessment for audit, a look at the state of client accounting services, and more.

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Conference Highlights:

  • Session on AI risk assessment for audit
  • Two-part session on blockchain
  • Firm-growth sessions that will include how to become a proactive adviser
  • What are the right tools for your accounting firm?
  • Client onboarding for the client advisory services track
  • Preparing for environmental, social, and governance (ESG) advisory and assurance services
  • A look at the state of client accounting services


Friday, Oct. 28, 2022

7:45 a.m. 

Greetings from PICPA Leadership


8:00 a.m.

Session Title and Details to Come



8:55 a.m. 
CONCURRENT SESSION 1
Technology Advisory Services Track

IT Tools for Your Accounting Firm

Session details to come

cpamember
Torpey White, CPA
Partner
Wipfli
Desko, Dan
Dan Desko
CEO & Marketing Partner
Echelon Risk + Cyber
cpamember
Alexandra Bretschneider
Client Advisory Services Track

State of Client Accounting Services

  • The need to define client advisory services (CAS) for your firm 
  • What is “Advisory” in CAS? Identifying great advice for your clients 
  • The current state of CAS in the accounting profession: How CAS has evolved and what it entails now 
  • What’s next in CAS – possibilities for the future 
Patil, Hitendra
Hitendra Patil
Director of Customer Success
AccountantsWorld by IRIS
Firm Growth in the 21st Century

Session title and details to come


9:45 a.m.
Morning Break

10:00 a.m.
CONCURRENT SESSION 2
Technology Advisory Services Track

IP Monetization

Session details to come

La Barr, Ed
Edward T. La Barr
Senior Attorney
Volpe Koenig
Client Advisory Services Track

World Class Client Onboarding

  • External client experience
  • Internal client future value
  • Internal operational efficiency
cpamember
Robert Koechig Jr.
Director of Technology Solutions
Trout CPA
cpamember
Brian Wassell, CPA
Partner
Trout CPA
cpamember
Linda Bell
Director of Marketing  
Trout CPA
cpamember
Nikelle Druck
Director of Customer Success 
Trout CPA
Firm Growth in the 21st Century

Session title and details to come


10:55 a.m.
CONCURRENT SESSION 3
Technology Advisory Services Track

AI Risk Assessment for Audit

  • The use of anomaly detection as an indicator of control risk and inherent risk
  • How auditors can use indicators of risk to assess the risk of material misstatement quantitatively
  • Tips and tricks on how to use anomaly detection to comply, understanding the entity and risk assessment standards
Danielle Cheek
Danielle Cheek
Vice President, Strategy and Industry Relations
MindBridge
Client Advisory Services Track

Push Upward: Old CAS to New CAS Part 1

  • What CAS is, how it’s done, and the resources available
  • Staff training
  • Benefits to clients and to the accounting firm
  • How to get started
Mendlowitz, Ed
Edward Mendlowitz, CPA
Emeritus Partner
WithumSmith+Brown PC
Firm Growth in the 21st Century

Session title and details to come


11:45 a.m.
Lunch Break

12:35 p.m.
CONCURRENT SESSION 4
Technology Advisory Services Track

Blockchain and Digital Assets Part 1

  • An introduction to cryptocurrencies
  • How the profession is providing consulting
  • An overview of the consulting services needed in the field of crypto
Gaebel, Katerina
Katerina Gaebel, CPA, CFE, Certified DeFi Expert
Senior, Forensic, Litigation, and Valuation Services  
Citrin Cooperman
Client Advisory Services Track

Push Upward: Old CAS to New CAS Part 2

  • Deliverables – Sample reports and how they are used
  • Interactions with clients
  • Client engagement in a virtual atmosphere
  • 100% recoupment of the investment to get starte
Mendlowitz, Ed
Edward Mendlowitz, CPA
Emeritus Partner
WithumSmith+Brown PC
Firm Growth in the 21st Century

Session title and details to come


1:30 p.m. 
CONCURRENT SESSION 5
Technology Advisory Services Track

Blockchain and Digital Assets Part 2

  • Key thoughts on key management: New client service opportunity
  • Trends in blockchain and digital assets, and the parallel to accounting/audit trends
  • The emerging world of central bank digital currencies – Cash is changing: the digital dollar, the eEuro, and more
  • Web3, standardization, interoperability: Creating the future on which we provide services
cpamember
Eric E. Cohen 
Audit Data Standards, Blockchain, Continuous Audit, XBRL 
Cohen Computer Consulting 
Client Advisory Services Track

Preparing for ESG Advisory and Assurance Services

  • Understand the ESG market and why is it an opportunity for firms
  • Overview of potential ESG Advisory Services
  • Overview of emerging ESG Assurance Services
  • How to build out your ESG knowledge and resources
R. Charles Waring
R. Charles Waring 
Director, Audit and Assurance  
Eisner Advisory Group LLC  
Miranda, Lourenco
Lourenco Miranda
Managing Director – ESG and Sustainability Solutions
Eisner Advisory Group LLC  
Firm Growth in the 21st Century

Session title and details to come


2:20 p.m. 
Afternoon Break

2:35 p.m. 
CONCURRENT SESSION 6
Technology Advisory Services Track

Cybersecurity Essentials for Public Accounting

  • The threat landscape and legal risks
  • Best practices to limit risk of data exposure
  • Managing risk assessments and audits
Chwastyk, Devin
Devin Chwastyk, JD
Chair, Privacy & Data Security Group | Co-Chair, Class Action Defense Group
McNees Wallace & Nurick LLC
Client Advisory Services Track

Finance Tech Stack Round Up Pt. 1 – Remote Work

  • What technologies are available to help you work better remotely
  • How the correct “Remote Tech Stack” can help minimize risk and increase efficiency
  • What tools are necessary to build a remote tech stack
Bergstein, David
David Bergstein, CPA
Chief Innovation Officer
Bergstein CPA
Firm Growth in the 21st Century

Session title and details to come


3:30 p.m.
CONCURRENT SESSION 7
Technology Advisory Services Track

Visualization - RPA

Session details to come

cpamember
William Schwab
Client Advisory Services Track

Finance Tech Stack Round Up Pt. 2 – Providing CAS

  • How to build an effective “anchor platform”
  • Identifying different tools to help build an effective tech stack to provide clients with up-to-date information
  • How to use a tech stack to help clients grow their business while you grow your practice
Bergstein, David
David Bergstein, CPA
Chief Innovation Officer
Bergstein CPA

Firm Growth in the 21st Century

Session title and details to come


4:20 p.m.

See you next year!



Credits

CPE Credits: 8-Mixed

CLE Credits: This conference has been submitted for 6.5-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Level: Update
Prerequisite: None

Registration

PICPA Member: $345
Nonmember: $445
ClassPass: 8 hours
CLE Credits Fee: $50

Webcast Course No.: 795700

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