PICPA Evolve Conference
PICPA

Evolve

2022 conference webcast

Client Advisory and Technology Services for Future-Focused Firms


See You Next Year!


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. Two tracks (client advisory services and technology) 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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A Look Back at the 2022 Agenda

 

Featured Session

Opportunities to Evolve Your Client Advisory Services

Root, Darren
John Higgins, CPA, CITP
Chief Partnership Officer
CPA Crossings LLC
Highlights include:
  • The value proposition for offering advisory services to your clients
  • Emerging technologies and the client service opportunities they provide
  • Developing your advisory services roadmap

Friday, Oct. 28, 2022

7:50 a.m. 

Greetings from PICPA Leadership

8:00 a.m.

Opportunities to Evolve Your Client Advisory Services 1-Other

  • The value proposition for offering advisory services to your clients
  • Emerging technologies and the client service opportunities they provide
  • Developing your advisory services roadmap
Higgins, John
John Higgins
Chief Partnership Officer
CPA Crossings LLC  


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

IT Tools for Your Accounting Firm 1-Other

  • Learn how general information technology (IT) hygiene can help reduce security risk
  • New ways to implement innovation and emerging technology
  • Ways to incorporate your business partners into your IT security landscape
White_Torpey
Torpey White, CITP, CISA
Partner
Wipfli
Desko, Dan
Dan Desko, CISA, CISSP, CTPRP
CEO and Marketing Partner
Echelon Risk + Cyber
Bretschneider, Alexandra
Alexandra Bretschneider, CCIC
Vice President and Cyber Practice Leader
Johnson, Kendall & Johnson
Client Advisory Services Track

State of Client Accounting Services 1-Other

  • The need to define client advisory services (CAS) for your firm 
  • What is “Advisory” in CAS? Identifying great advice for your clients 
  • The 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

9:45 a.m.
Morning Break

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

IP Monetization1-Other

  • Identifying intellectual property
  • How IP monetization fits into growth for smaller/midsize firms
  • Automation in IP
La Barr, Ed
Edward T. La Barr
Senior Attorney
Volpe Koenig
Client Advisory Services Track

World Class Client Onboarding 1-Other

  • External client experience
  • Internal client future value
  • Internal operational efficiency
Koechig, Robert
Robert Koechig Jr.
Director of Technology Solutions
Trout CPA
Wassell, Brian
Brian Wassell, CPA, CM&AA, CEPA
Partner
Trout CPA
Linda Bell
Linda Bell
Director of Business Development and Marketing
Trout CPA
Druck, Nikelle
Nikelle Druck
Director of Customer Success 
Trout CPA

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

AI Risk Assessment for Audit 1-Other

  • 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, CPA, CFE, CVA
Vice President, Strategy and Industry Relations
MindBridge
Client Advisory Services Track

Push Upward: Old CAS to New CAS Part 1 1-Other

  • 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

11:45 a.m.
Lunch Break

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

Blockchain and Digital Assets Part 1 1-Other

  • 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 1-A&A

  • Explain the financial statements that are typically provided to clients
  • Statement of Operations and show 4 variations of the same Statement of Operations
  • Explain how to use graphs to preset big picture financial statement data
  • How to drill down beneath the amounts on the Statement of Operations to get the underlying data
  • Horizontal trend analysis
Mendlowitz, Ed
Edward Mendlowitz, CPA
Emeritus Partner
WithumSmith+Brown PC

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

Blockchain and Digital Assets Part 2 1-Other

  • 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
Cohen, Eric
Eric E. Cohen 
Audit Data Standards, Blockchain, Continuous Audit, XBRL 
Cohen Computer Consulting 
Client Advisory Services Track

Preparing for ESG Advisory and Assurance Services 1-Other

  • Understand the ESG market and why it is an opportunity
  • 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 
Partner, Audit & Assurance , EisnerAmper LLP
Partner, Eisner Advisory Group LLC  
Miranda, Lourenco
Lourenco Miranda
Managing Director – ESG and Sustainability Solutions
Eisner Advisory Group LLC  

2:20 p.m. 
Afternoon Break

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

Cybersecurity Essentials for Public Accounting 1-Other

  • 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 and Data Security Group, and Co-Chair, Class Action Defense Group
McNees Wallace & Nurick LLC
Client Advisory Services Track

Finance Tech Stack Round Up Pt. 1 – Remote Work 1-Other

  • The technologies available to help you work better remotely
  • How the correct “remote tech stack” can help minimize risk and increase efficiency
  • The tools necessary to build a remote tech stack
Bergstein, David
David Bergstein, CPA, CITP, CGMA
Chief Innovation Officer
Bergstein CPA

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

Visualization - RPA 1-Other

  • Learn to identify key performance indicators (KPIs)
  • Understand what is possible with data collection and delivery
  • Recognize best practices for design and communications in the context of data visualization
Schwab, William
William Schwab, CPA
Manager, Data Visualization Group
Your Part-Time Controller
Client Advisory Services Track

Finance Tech Stack Round Up Pt. 2 – Providing CAS 1-Other

  • 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

4:20 p.m.

See You Next Year!



Credits

CPE Credits: 8-Other

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: $0
Nonmember: $0
Registration for the Evolve Conference is free to members and nonmembers and is sponsored by CPA Crossings, LLC.

Webcast Course No.: 795700

Is more than one person from your firm attending? Save 10%. Call (215) 496-9272 to register multiple people.

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