The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
Your Voice. Our Future. 2040. Co-Creating the Profession of Tomorrow
Be part of an important conversation about the future of the accounting and finance profession. This Future Forum is your opportunity to have your voice heard as part of the AICPA’s Finance and Accounting 2040: Rise to the Future Together global initiative. Guided by trained facilitators and inspired by futurist Dan Burrus’s “hard trends” approach, these interactive sessions bring together professionals from every corner of accounting to surface bold ideas, explore disruptive trends, and spark innovative thinking. Your insights will join voices from around the globe to co-create a shared vision for where the profession needs to head by 2040 — a vision that will guide the profession through change with clarity and confidence.
Learning Objectives
Identify major global trends, emerging technologies, and regulatory shifts likely to impact the accounting and finance profession by 2040.
Apply futurist thinking tools, including Dan Burrus’s “hard trends” methodology, to envision strategic opportunities for the profession.
Contribute informed perspectives to a collaborative, global conversation shaping the profession’s 2040 vision.
Recognize how diverse stakeholder input can strengthen the resilience, relevance, and impact of the accounting and finance profession.
Major Topics
Hard Trends: Regulations and standards, Demographics, Technology
Who Should Attend: CPAs and accounting professionals from all sectors, emerging leaders and seasoned professionals seeking to influence the profession’s future direction. Program Level: Update Field of Study: Business Management and Organization 2.5 CPE Credits
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
This one day virtual event includes topics specifically geared to CPAs who work within business and industry. For a full description visit the Event Schedule.
Member Price: $299 Non-member Price: $349 *Prices will Increase by $50 on 11/7
Agenda:
8:30 AM - 10:10 AM A. Economic Update Chris Kuehl
Credit: 2 CPE (Economic)
10:25 AM – 12:05 PM B. AI is changing the world... How will it change the future of business, your security, and your life? Practical applications vs. Hype. Zac Paulson Credit: 2 CPE (Information Technology)
12:05 PM – 1:00 PM | Lunch
1:00 PM – 2:40 PM C. Creating High Levels of Internal & External Buy-In --> understanding the ways that buy-in happens to change actions
Kevin Miiller Credit: 2 CPE (Personnel/Human Resources)
2:55 PM – 4:35 PM D.Appreciation To Attract, Retain, and Motivate --> the importance of appreciation, the different types, and common mistakes Kathy Miiller Credit: 2 CPE (Personnel/Human Resources)
Your Voice. Our Future. 2040. Co-Creating the Profession of Tomorrow
Be part of an important conversation about the future of the accounting and finance profession. This Future Forum is your opportunity to have your voice heard as part of the AICPA’s Finance and Accounting 2040: Rise to the Future Together global initiative. Guided by trained facilitators and inspired by futurist Dan Burrus’s “hard trends” approach, these interactive sessions bring together professionals from every corner of accounting to surface bold ideas, explore disruptive trends, and spark innovative thinking. Your insights will join voices from around the globe to co-create a shared vision for where the profession needs to head by 2040 — a vision that will guide the profession through change with clarity and confidence.
Learning Objectives
Identify major global trends, emerging technologies, and regulatory shifts likely to impact the accounting and finance profession by 2040.
Apply futurist thinking tools, including Dan Burrus’s “hard trends” methodology, to envision strategic opportunities for the profession.
Contribute informed perspectives to a collaborative, global conversation shaping the profession’s 2040 vision.
Recognize how diverse stakeholder input can strengthen the resilience, relevance, and impact of the accounting and finance profession.
Major Topics
Hard Trends: Regulations and standards, Demographics, Technology
Who Should Attend: CPAs and accounting professionals from all sectors, emerging leaders and seasoned professionals seeking to influence the profession’s future direction. Program Level: Update Field of Study: Business Management and Organization 2.5 CPE Credits
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
Do your clients, customers, associates and peers tune you out when you are delivering financial information? There are two reasons for this. The first reason is that you are cursed. That’s right…cursed with knowledge! You can’t and don’t want to unlearn your accounting knowledge AND you have forgotten the painful struggles you went through in learning the technical aspects of accounting. The second reason is that accounting is a foreign language to those who don’t possess the same competency level as you.
Major Topics:
Communicating financial information in an impactful way
Telling more effective stories with your financial data
Connecting with your audience through real world examples
Interpreting and presenting complex financial information through storytelling skills
Unlocking the powerful story hidden within the numbers
Learning Objectives:
Summarize the historical financial information to be delivered
Translate accounting/financial language into plain English through similar and understandable context
Recognize the value of using charts and pictures in your in financial presentations
Design your PowerPoint presentation to let the audience see only what you want them to see at that moment
Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience
Who Should Attend: CPAs, Professionals from Managers up to Managing Partners and CFOs wanting to enhance their skills and abilities to explain financial information to associates and clients Program Level: Intermediate Field of Study: Communications and Marketing Prerequisites: Prior public speaking experience or the course “Get Out of the Casket and Up to the Podium”. 2 CPE Credits
Instructor: Jennifer Elder, CPA, CMA, CIA CFF, CGMA
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
