LIVE STREAM: ProfessionFOCUS

Wednesday, January 12 Code: LS13055 8.0 CPE Credits

Overview

Gain inspiration and hear best practices related to managing change, building an engaged team, prioritizing diversity, equity and inclusion and attracting and retaining top employees.

Hear the latest on new regulations, laws and planning strategies affecting individuals and businesses, such as the CARES Act, PPP loan forgiveness and SSARS 25.

Brush up on in-demand career competencies such as emotional intelligence, emerging technologies, ethics, business etiquette and more.

MATERIALS
This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.


Agenda

    Wednesday, Jan 12th

  • 8:00AM TO 8:55AM / General Session
    THRIVE: Turning Uncertainty into YOUR Competitive Advantage

    Competitive, challenging, and constantly changing – that is today’s uncertain marketplace! To survive, you need a new set of leadership strategies and a new approach to business growth. In this high-energy, power-packed session, Motivational Speaker Meridith Elliott Powell shares the strategies and lessons you need to understand today’s marketplace, master uncertainty and create your path forward.

    In this program, Meridith walks you through the steps you need to develop your strategy, proactively prepare for future disruptions, standout from the competition, and dominate your marketplace. You’ll leave this session with a personal plan of action that ensures you have what you need to stay razor-like focused, highly flexible, and ready to turn uncertainty to competitive advantage.

    Credits

    1 (OT)

  • 9:05AM TO 9:55AM / Breakout Sessions
    Creating Meaningful Diversity, Equity & Inclusion Programs

    In today’s climate, we need new ways to think about and talk about diversity. Leaders need to retool and reframe skills to enable equity and inclusion in the workplace that is scalable to their organization. Discuss ways to create meaningful and strategic diversity and inclusion initiatives that are solid and sustainable, which avoid common mistakes and allow companies to respond to social issues in an altruistic manner.

    Credits

    1 (MG)

    Building an Ethical Culture: Moving from "What" to "WHY?"

    Webster’s defines ethics as, “…the discipline dealing with what is good and bad and with moral duty and obligation…”  but why is ethics important to your workforce and workplace culture? Employees need to not only define and apply ethical standards but to understand the WHY behind them, in order to shift their thinking to the personal importance of ethics and the growth benefits that being an ethical leader offers both inside and outside the organization. Uncover ethical workplace ideals that can drive personal achievement goals, as well as the creation of an ethical culture throughout the organization. Using a principles-based framework, this session explores best practices and ethical decision-making models for the cultivation of ethical leadership and the building of an ethical culture in the workplace. 

    Credits

    1 (ET)

    Artificial Intelligence (AI) and Robotics Process Automation (RPA) and the Impact on the Accounting Profession

    Advancements in technology improve our lives by offering significant benefits in terms of speed, accuracy, and productivity.  AI and RPA allow us to re-imagine new ways to add value to the firm by transforming the way we think about our internal processes. Emergent technologies such as AI and RPA necessitate continuous learning and relearning that will have a profound effect on the accounting profession. As AI and RPA become the norm, what is the impact for skills and workforce transitions required for the future of work?

    Credits

    1 (CS)

  • 10:05AM TO 10:55AM / Breakout Sessions
    Business Etiquette in the New Normal

    Not long ago a handshake allowed us to make a first impression at networking events, establish trust with a client, and even seal a business deal. With the vast majority of our professional interactions now taking place in a virtual space, we will examine our ability to make stellar digital first impressions, communicate, and build business rapport all from “a distance.”

    Credits

    1 (OT)

    Become a Strategic Responder: Using Emotional Intelligence to Create Powerful, Productive Outcomes

    Ever had a moment when your initial thoughts took on a mind of their own and you said or did something that made you wish for a ‘do over’ button? One of the biggest elements deterring productivity is the inability to create strategic responses to the stimuli in our environment. Skills such as self-awareness, impulse control, reality testing, and empathy, among others, are paramount in creating intentional responses falling into the study of emotional intelligence. This program highlights the connection between our responses and actions and helps identify ways to improve our skills to develop more productive relationships and respond powerfully to our changing environment.

    Credits

    1 (OT)

    Federal Tax Update - Pandemic Stimulus Legislation and Programs

    The session will cover recent updates and developments related to the tax provisions in the CARES Act and other recent federal legislation.   Additionally, the session will highlight recent updates from administrative guidance released by the IRS, the Treasury Department, and the Small Business Administration.

    Credits

    1 (TX)

  • 11:05AM TO 11:55AM / Breakout Sessions
    How to Attract, Retain and Keep Employees Motivated in COVID Times

    If someone told you there was a path to higher quality work and sales and 59% less turnover – you’d take it, right? The numbers speak for themselves but what can create those results? Employee engagement. Discover the power of engagement and craft a plan for creating those benefits at your organization.

    Credits

    1 (MG)

    A History of Corporate Investing and a Look Ahead

    A History of Corporate Investing and a Look Ahead: How investment theory has changed over time. How have our notions of diversification changed over time? What is factoring? What are some of the main factor models? Where is investing going in the future?

    Credits

    1 (FI)

    Compilation, Preparation & Review Update Including SSARS 25

    Examine the latest updates around the topic of compilation, preparation, & review. Then, take a dive into the most recent Statement on Standards for Accounting and Review Services (SSARS) 25 from the AICPA and it’s explicit requirement on the determination of materiality and we finally have a definition of limited assurance.

    Credits

    1 (AA)

  • 12:30PM TO 1:20PM / Breakout Sessions
    Anticipate Change – Fresh Tactics for the “New Abnormal” of Finance and Accounting

    In today’s “new abnormal” COVID environment, waves of changes are pushing at each of us from all sides and forcing us to adapt. What works? What fails? How can we adapt faster? The topic is explained from both the human capital viewpoint and from the operational side of the Manager’s desk. Build the skills and processes needed to manage others through change – either co-workers or clients. The overall goal is an adaptable, resilient workforce that is comfortable with continuous change, and a personal style of behavioral flexibility.

    Credits

    1 (MG)

    Analytics for the Accountant: Microsoft Excel Business Analytics

    Microsoft’s Excel makes analytics easy with tools, such as Scenario Manager and PivotTables. Scenario Manager allows you to play what-if analytics for forecasts, financial planning, and many other uses; save time by creating and saving scenarios. PivotTables summarize finances, revenue, expenses, and other monetary tracking from big financial tables; PivotTables concisely illustrates our financial picture and results. We’ll also learn charts and take a deep dive into creating and editing effective visual graphics. Let’s learn and have fun with Microsoft Excel’s excellent analytical tools.

    Credits

    1 (CS)

    Top New Trends in Estate Planning

    How has the Pandamic impacted estate planning? What issues do advisors face such as getting documents signed, gaining access to residents in care facilities, and how the traditional health care directives are impacted by COVID-19. Get the answers to these questions and more in this informative session that provides new ideas and answers to incorporate in your practice during and after the pandemic.

    Credits

    1 (TX)

  • 1:20PM TO 2:20PM / Breakout Sessions
    Investment Planning and Managing Client Expectations

    Discuss managing client expectations, planning during current events, tips for educating your clients, risk tolerance, managing assets, market volatility and reemphasizing modern portfolio management.

    Credits

    1 (MG)

    Workplace Issues Amidst COVID-19: Benefits, Pay and More

    “Hindsight is 20/20” has more meaning in 2020 than before. Many businesses were left scrambling trying to adapt to the massive amount of change in order to stay afloat during COVID-19. This session walks you through workplace issues that helps protect your company and your employees including COVID-19 issues like testing, handling leaves, government programs, unemployment, remote work, coping with employee stress, and keeping current with compensation and benefit trends.

    Credits

    1 (MG)

    Acts Discreditable: A Powerful Ethics Rule that Isn't Really About Ethics

    Ethics is often described in terms of doing the right thing and having integrity. The Acts Discreditable Rule of the AICPA Code of Professional Conduct is the shortest and simplest of all rules, and the only rule that applies to retired or nonworking CPAs. It is also the most all-encompassing of all the AICPA ethics rules. But is it even "ethics" as such? This workshop explores the idea of ethics in the context of this simple rule.

    Credits

    1 (ET)

  • 2:30PM TO 3:20PM / Breakout Sessions
    Recession-Proofing and Funding Your Business with COVID-19 Considerations

    While no one can accurately predict market movements and the timing of the economic cycle, we know that an eventual recession is inevitable. This session examines practical techniques for recession proofing your business. We look at helping clients perform a financial gut-check including evaluating CAPEX timing, human resources, tightening budgets and eliminating unnecessary expenditures. Learn how to serve your clients with in-depth knowledge of how to not only survive a recession but to prepare to capitalize on the opportunities they present. Special attention is paid to what companies can do during the COVID-19 pandemic.

    Credits

    1 (FI)

    Team Building in a Remote Environment

    This session focuses on specific methods for inspiring and instilling team spirit into remote work teams. How can we break the barriers of isolationism and make our teams feel bonded? Learn over a dozen ideas to implement on a scheduled basis so your team has remote "social events" to look forward to, keep everyone connected and happy!

    Credits

    1 (MG)

    PPP Loan Forgiveness

    We are well into the PPP loan forgiveness process and there are still inconsistencies present in SBA rules and how banks are handling the process. Get the latest update from a practicing CPA who not only is assisting his clients with the process, but has also provided over 20 updates on this issue since the CARES Act was passed. The latest forms will be covered, as well as any updates related to tax deductibility or automatic loan forgiveness that may be passed at this point.

    Credits

    1 (TX)

  • 3:30PM TO 4:20PM / Breakout Sessions
    What's Poppin'? Coronavirus Response and Relief Provisions

    It’s 2021 but the impacts of 2020 are still clinging to all of us. So what better way to begin a new year than by answering the most burning questions regarding the latest coronavirus response and relief provisions? We cover who qualifies for PPP round two, what additional expenses are eligible for loan forgiveness, how will the retroactive changes to the employee retention credit be applied and how will the calculation methodology change in 2021 along with so much more.

    Credits

    1 (TX)

    The Generational Divide

    With extensive professional services expertise, particularly from working with and for CPA firms, this session addresses how to motivate, inspire and lead across generations. Communicating and addressing challenges differently, with flexibility, to ensure retention and success in recruiting, benefits all firms. Growth is generated from all professionals who know how to gain and retain clients, this session provides a framework for all ages to do so.

    Credits

    1 (MG)

    Accounting & Auditing Update

    2020 was a year of change and disruption. At times it felt a bit overwhelming. Let’s start 2021 off with a fast-paced update on where we currently stand and what’s happening right now in accounting & audit. We will cover key topics that require your attention, current pain points for the industry, and where we’re heading next for all things A&A. No deep dives here… just a heads up on what’s out there so you can be in the know.

    Credits

    1 (AA)

Options

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Agenda

    Wednesday, Jan 12th

  • 8:00AM TO 8:55AM /
    THRIVE: Turning Uncertainty into YOUR Competitive Advantage

    Competitive, challenging, and constantly changing – that is today’s uncertain marketplace! To survive, you need a new set of leadership strategies and a new approach to business growth. In this high-energy, power-packed session, Motivational Speaker Meridith Elliott Powell shares the strategies and lessons you need to understand today’s marketplace, master uncertainty and create your path forward.

    In this program, Meridith walks you through the steps you need to develop your strategy, proactively prepare for future disruptions, standout from the competition, and dominate your marketplace. You’ll leave this session with a personal plan of action that ensures you have what you need to stay razor-like focused, highly flexible, and ready to turn uncertainty to competitive advantage.

    Credits

    1 (OT)

  • 9:05AM TO 9:55AM / Breakout Sessions
    Creating Meaningful Diversity, Equity & Inclusion Programs

    In today’s climate, we need new ways to think about and talk about diversity. Leaders need to retool and reframe skills to enable equity and inclusion in the workplace that is scalable to their organization. Discuss ways to create meaningful and strategic diversity and inclusion initiatives that are solid and sustainable, which avoid common mistakes and allow companies to respond to social issues in an altruistic manner.

    Credits

    1 (MG)

    Building an Ethical Culture: Moving from "What" to "WHY?"

    Webster’s defines ethics as, “…the discipline dealing with what is good and bad and with moral duty and obligation…”  but why is ethics important to your workforce and workplace culture? Employees need to not only define and apply ethical standards but to understand the WHY behind them, in order to shift their thinking to the personal importance of ethics and the growth benefits that being an ethical leader offers both inside and outside the organization. Uncover ethical workplace ideals that can drive personal achievement goals, as well as the creation of an ethical culture throughout the organization. Using a principles-based framework, this session explores best practices and ethical decision-making models for the cultivation of ethical leadership and the building of an ethical culture in the workplace. 

    Credits

    1 (ET)

    Artificial Intelligence (AI) and Robotics Process Automation (RPA) and the Impact on the Accounting Profession

    Advancements in technology improve our lives by offering significant benefits in terms of speed, accuracy, and productivity.  AI and RPA allow us to re-imagine new ways to add value to the firm by transforming the way we think about our internal processes. Emergent technologies such as AI and RPA necessitate continuous learning and relearning that will have a profound effect on the accounting profession. As AI and RPA become the norm, what is the impact for skills and workforce transitions required for the future of work?

    Credits

    1 (CS)

  • 10:05AM TO 10:55AM / Breakout Sessions
    Business Etiquette in the New Normal

    Not long ago a handshake allowed us to make a first impression at networking events, establish trust with a client, and even seal a business deal. With the vast majority of our professional interactions now taking place in a virtual space, we will examine our ability to make stellar digital first impressions, communicate, and build business rapport all from “a distance.”

    Credits

    1 (OT)

    Become a Strategic Responder: Using Emotional Intelligence to Create Powerful, Productive Outcomes

    Ever had a moment when your initial thoughts took on a mind of their own and you said or did something that made you wish for a ‘do over’ button? One of the biggest elements deterring productivity is the inability to create strategic responses to the stimuli in our environment. Skills such as self-awareness, impulse control, reality testing, and empathy, among others, are paramount in creating intentional responses falling into the study of emotional intelligence. This program highlights the connection between our responses and actions and helps identify ways to improve our skills to develop more productive relationships and respond powerfully to our changing environment.

    Credits

    1 (OT)

    Federal Tax Update - Pandemic Stimulus Legislation and Programs

    The session will cover recent updates and developments related to the tax provisions in the CARES Act and other recent federal legislation.   Additionally, the session will highlight recent updates from administrative guidance released by the IRS, the Treasury Department, and the Small Business Administration.

    Credits

    1 (TX)

  • 11:05AM TO 11:55AM / Breakout Sessions
    How to Attract, Retain and Keep Employees Motivated in COVID Times

    If someone told you there was a path to higher quality work and sales and 59% less turnover – you’d take it, right? The numbers speak for themselves but what can create those results? Employee engagement. Discover the power of engagement and craft a plan for creating those benefits at your organization.

    Credits

    1 (MG)

    A History of Corporate Investing and a Look Ahead

    A History of Corporate Investing and a Look Ahead: How investment theory has changed over time. How have our notions of diversification changed over time? What is factoring? What are some of the main factor models? Where is investing going in the future?

    Credits

    1 (FI)

    Compilation, Preparation & Review Update Including SSARS 25

    Examine the latest updates around the topic of compilation, preparation, & review. Then, take a dive into the most recent Statement on Standards for Accounting and Review Services (SSARS) 25 from the AICPA and it’s explicit requirement on the determination of materiality and we finally have a definition of limited assurance.

    Credits

    1 (AA)

  • 12:30PM TO 1:20PM / Breakout Sessions
    Anticipate Change – Fresh Tactics for the “New Abnormal” of Finance and Accounting

    In today’s “new abnormal” COVID environment, waves of changes are pushing at each of us from all sides and forcing us to adapt. What works? What fails? How can we adapt faster? The topic is explained from both the human capital viewpoint and from the operational side of the Manager’s desk. Build the skills and processes needed to manage others through change – either co-workers or clients. The overall goal is an adaptable, resilient workforce that is comfortable with continuous change, and a personal style of behavioral flexibility.

    Credits

    1 (MG)

    Analytics for the Accountant: Microsoft Excel Business Analytics

    Microsoft’s Excel makes analytics easy with tools, such as Scenario Manager and PivotTables. Scenario Manager allows you to play what-if analytics for forecasts, financial planning, and many other uses; save time by creating and saving scenarios. PivotTables summarize finances, revenue, expenses, and other monetary tracking from big financial tables; PivotTables concisely illustrates our financial picture and results. We’ll also learn charts and take a deep dive into creating and editing effective visual graphics. Let’s learn and have fun with Microsoft Excel’s excellent analytical tools.

    Credits

    1 (CS)

    Top New Trends in Estate Planning

    How has the Pandamic impacted estate planning? What issues do advisors face such as getting documents signed, gaining access to residents in care facilities, and how the traditional health care directives are impacted by COVID-19. Get the answers to these questions and more in this informative session that provides new ideas and answers to incorporate in your practice during and after the pandemic.

    Credits

    1 (TX)

  • 1:20PM TO 2:20PM / Breakout Sessions
    Investment Planning and Managing Client Expectations

    Discuss managing client expectations, planning during current events, tips for educating your clients, risk tolerance, managing assets, market volatility and reemphasizing modern portfolio management.

    Credits

    1 (MG)

    Workplace Issues Amidst COVID-19: Benefits, Pay and More

    “Hindsight is 20/20” has more meaning in 2020 than before. Many businesses were left scrambling trying to adapt to the massive amount of change in order to stay afloat during COVID-19. This session walks you through workplace issues that helps protect your company and your employees including COVID-19 issues like testing, handling leaves, government programs, unemployment, remote work, coping with employee stress, and keeping current with compensation and benefit trends.

    Credits

    1 (MG)

    Acts Discreditable: A Powerful Ethics Rule that Isn't Really About Ethics

    Ethics is often described in terms of doing the right thing and having integrity. The Acts Discreditable Rule of the AICPA Code of Professional Conduct is the shortest and simplest of all rules, and the only rule that applies to retired or nonworking CPAs. It is also the most all-encompassing of all the AICPA ethics rules. But is it even "ethics" as such? This workshop explores the idea of ethics in the context of this simple rule.

    Credits

    1 (ET)

  • 2:30PM TO 3:20PM / Breakout Sessions
    Recession-Proofing and Funding Your Business with COVID-19 Considerations

    While no one can accurately predict market movements and the timing of the economic cycle, we know that an eventual recession is inevitable. This session examines practical techniques for recession proofing your business. We look at helping clients perform a financial gut-check including evaluating CAPEX timing, human resources, tightening budgets and eliminating unnecessary expenditures. Learn how to serve your clients with in-depth knowledge of how to not only survive a recession but to prepare to capitalize on the opportunities they present. Special attention is paid to what companies can do during the COVID-19 pandemic.

    Credits

    1 (FI)

    Team Building in a Remote Environment

    This session focuses on specific methods for inspiring and instilling team spirit into remote work teams. How can we break the barriers of isolationism and make our teams feel bonded? Learn over a dozen ideas to implement on a scheduled basis so your team has remote "social events" to look forward to, keep everyone connected and happy!

    Credits

    1 (MG)

    PPP Loan Forgiveness

    We are well into the PPP loan forgiveness process and there are still inconsistencies present in SBA rules and how banks are handling the process. Get the latest update from a practicing CPA who not only is assisting his clients with the process, but has also provided over 20 updates on this issue since the CARES Act was passed. The latest forms will be covered, as well as any updates related to tax deductibility or automatic loan forgiveness that may be passed at this point.

    Credits

    1 (TX)

  • 3:30PM TO 4:20PM / Breakout Sessions
    What's Poppin'? Coronavirus Response and Relief Provisions

    It’s 2021 but the impacts of 2020 are still clinging to all of us. So what better way to begin a new year than by answering the most burning questions regarding the latest coronavirus response and relief provisions? We cover who qualifies for PPP round two, what additional expenses are eligible for loan forgiveness, how will the retroactive changes to the employee retention credit be applied and how will the calculation methodology change in 2021 along with so much more.

    Credits

    1 (TX)

    The Generational Divide

    With extensive professional services expertise, particularly from working with and for CPA firms, this session addresses how to motivate, inspire and lead across generations. Communicating and addressing challenges differently, with flexibility, to ensure retention and success in recruiting, benefits all firms. Growth is generated from all professionals who know how to gain and retain clients, this session provides a framework for all ages to do so.

    Credits

    1 (MG)

    Accounting & Auditing Update

    2020 was a year of change and disruption. At times it felt a bit overwhelming. Let’s start 2021 off with a fast-paced update on where we currently stand and what’s happening right now in accounting & audit. We will cover key topics that require your attention, current pain points for the industry, and where we’re heading next for all things A&A. No deep dives here… just a heads up on what’s out there so you can be in the know.

    Credits

    1 (AA)

Options


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