Live From AICPA ENGAGE 2017

June 13, 2017
Hosted by Jody Padar and Liz Gold

[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 2017

AICPA Engage 2017

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.

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Jody Padar and Liz Gold

Jody Padar and Liz Gold

Let’s Get Radical is hosted by Jody Padar and Liz Gold. 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. Liz Gold is the founder of Rhino Girl Media, a communications and media company for radical business people and creatives.

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.

Liz has been a writer and editor for nearly 20 years, covering everything from art, small business, corporate culture, recruiting and retaining talent and technology. She is a former senior editor of Accounting Today and the co-founder of Accounting Tomorrow, a blog focused on intergenerational workplace issues. More recently Liz spearheaded the PR activity, brand messaging and thought leadership at a top-25 accounting firm. She works with a variety of clients and businesses of all sizes, helping them to find their voice and bring their essence out into the marketplace through compelling content.

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Episode Directory

June 2017