Live From AICPA ENGAGE 2017
June 13, 2017
Hosted by Jody Padar
[Download MP3s: The Importance of Diversifying Your Fees Liz and Jody talk with Jeff Magson from 1st Global How Technology Fits Into a Financial Planning Practice: Money Guide Pro 5 Key Trends Going on in the Financial Services Industry with David Knoch Key 1st Global Initiatives with David Knoch FSI Advocacy and the Financial Services Industry Marketing in the Financial Services Industry Marketing and Client Communications Enbracing digital tools for the future with Michael Kitces M&A and Succession Planning with Al Prentice Leading a Successful Wealth Management Enterprise with Al Prentice and Russ Pixler Retiring with Grace and thinking about Succession with Jen WIlson Future of services to individuals with Lyle Benson Leadership: The Jones & Roth model with Brian Newton and Jeff Magson Preparing for the future with Bob Veres and David Knoch Liz and Barnard talk Success in wealth management with leading millennials, Matt and Hayden Przybysz Negotiating Skills: The Cartography of Innovation with Scott Wayne The End of the World ... and Other Opportunities with Peter Zeihan Delivering Excellent Service: Models for Success with Barnard Ingram with First Global] [itunes] [Bookmark Episode]
Episode Description
AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!
AICPA Engage 2018
Archives Available on VoiceAmerica Business Channel
ENGAGE your learning.
ENGAGE your innovation.
ENGAGE your network.
ENGAGE your profession.
ENGAGE your future.
AICPA ENGAGE presents thought leaders, technical specialists, entrepreneurs, innovators and influencers for FOUR DAYS of fresh ideas, breakthrough presentations and workshops to open the doors of possibility for you and your firm.
No matter your area of specialization — accounting, auditing, financial planning, law, marketing, practice management, tax or technology — you’ll rub shoulders with the best minds in the profession and leave confident, prepared and motivated to drive growth, enhance client service and make new connections across an amazing range of accounting and financial specialties.
If you’re a sole practitioner, manager, partner, financial planner or tax attorney, AICPA ENGAGE is the event of the year you simply don’t want to miss.
Jody Padar
Let’s Get Radical is hosted by Jody Padar. Jody is the CEO and principal of New Vision CPA Group, a public accounting firm and author of The Radical CPA: New Rules for the Future-Ready Firm.
Jody is one of the accounting profession’s foremost thought leaders advocating for progress and innovation in the business world. Jody brings her expertise in the area of taxation, small business accounting and consulting to all her customers while adopting best practices for cloud technologies. Jody has been named among the "Top 100 Most Influential to the Profession” for the last five years by Accounting Today and was named as one of 2015's Top 10 Money and Finance Writers on LinkedIn’s inaugural Top Voices list.
Episode Directory
June 2018
June 2017
-
6/14/2017: Day 2 - Live From AICPA ENGAGE 2017
- Carl Peterson - AICPA Small Firm services
- Tech Trends in Research with Trent Allen
- Matt Wilson talks Ta research and intelliconnect with Liz and Jody
- Tax Firm of the Future
- Larry Sheftel, VP Human Resources talks Staffing and Professional Development
- Jonalyn Sullivan and Laura Gannon from Sullivan & Gannon talk Small Firm Operations
- Adoption of Cloud Technologies with John Barnes, Vice President of Product Management with Wolters Kluwer
- Firms and Their Staffing needs with Cheryl M. Burke, Partner and Chief Operating Officer - DiCicco, Gulman & Company LLP
- Talking Cloud Technologies with David Primes, Shareholder, Sobul, Primes & Schenkel
- Barry Brown, CIO, Moore Stephens Tiller and their Focus on Information Technology (formerly Open Integration)
- Angie Grissom, President of The Rainmaker Companies talks Driving the value of Association and Networks
- Kathy Sautters: Value of Accounting Associations
- David Shalit ,VP of Product Operations with Wolters Kluwer talks Firms of the Future
- Cathy Rowe Product Manager for Wolters Kluwer talks Audit of The Future
- Jim Bourke from Withum talks Artificial Intelligence and Predictive Analytics
- Max Pell Talks Audit Accelerator and Analytics
- Denise Felber, Partner, Hogan Taylor Talks Tax Firm of the Future
-
6/13/2017: Live From AICPA ENGAGE 2017
- The Importance of Diversifying Your Fees
- Liz and Jody talk with Jeff Magson from 1st Global
- How Technology Fits Into a Financial Planning Practice: Money Guide Pro
- 5 Key Trends Going on in the Financial Services Industry with David Knoch
- Key 1st Global Initiatives with David Knoch
- FSI Advocacy and the Financial Services Industry
- Marketing in the Financial Services Industry
- Marketing and Client Communications
- Enbracing digital tools for the future with Michael Kitces
- M&A and Succession Planning with Al Prentice
- Leading a Successful Wealth Management Enterprise with Al Prentice and Russ Pixler
- Retiring with Grace and thinking about Succession with Jen WIlson
- Future of services to individuals with Lyle Benson
- Leadership: The Jones & Roth model with Brian Newton and Jeff Magson
- Preparing for the future with Bob Veres and David Knoch
- Liz and Barnard talk Success in wealth management with leading millennials, Matt and Hayden Przybysz
- Negotiating Skills: The Cartography of Innovation with Scott Wayne
- The End of the World ... and Other Opportunities with Peter Zeihan
- Delivering Excellent Service: Models for Success with Barnard Ingram with First Global
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