- Pre-Conference: Sunday, May 1
- 9:00 am – 2:00 pmHuman Resources Leaders Meeting
- 2:00 pm – 4:00 pmDiversity, Equity & Inclusion (DEI): Strategies for Impact and Sustainability
-
Day 1: Monday, May 2
- 1:00 pm – 2:00 pmEmployment Law Issues That Most Frequently Impact Accounting Firms
-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 amHelping Clients Redefine the Workplace
- Effectively Transitioning Responsibility from One Generation to Another
- What Drives Deep Employee Engagement?
- Winning the Great Resignation Game
- 9:30 am – 10:30 amBuilding a Culture of Trust
- Controlling Employee Benefit Costs
- 10:40 am – 11:30 amMarketing Strategies for Recruiting and Retention
- Process Improvement Strategies to Increase Firm Capacity and Profitability
- Virtual Recruiting and Onboarding
- 1:00 pm – 2:40 pmCreating a True Business Development Culture
- Pulse of the Managing Partner
- Exploring New Roles and Positions in the Firm
- 3:00 pm – 4:40 pmAvoiding Common Remote and Blended Work Pitfalls
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Day 3: Wednesday, May 4
- 8:00 am – 9:30 amHow Culture Makes Your Organizational Health Thrive
- Sustaining Your Culture in a Remote/Hybrid Work Environment
- The Changing Role of HR: What’s Critical for Engagement and Retention in a Remote Workforce
- Pre-Conference: Sunday, May 1
- 9:00 am – 2:00 pm
Human Resources Leaders Meeting
2:00 pm – 4:00 pm
Diversity, Equity & Inclusion (DEI): Strategies for Impact and Sustainability-
Day 1: Monday, May 2
- 1:00 pm – 2:00 pm
Employment Law Issues That Most Frequently Impact Accounting Firms-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 am
Helping Clients Redefine the Workplace- Effectively Transitioning Responsibility from One Generation to Another
What Drives Deep Employee Engagement?
Winning the Great Resignation Game- 9:30 am – 10:30 am
Building a Culture of Trust
Controlling Employee Benefit Costs- 10:40 am – 11:30 am
Marketing Strategies for Recruiting and Retention
Process Improvement Strategies to Increase Firm Capacity and Profitability
Virtual Recruiting and Onboarding- 1:00 pm – 2:40 pm
Creating a True Business Development Culture
Pulse of the Managing Partner
Exploring New Roles and Positions in the Firm- 3:00 pm – 4:40 pm
Avoiding Common Remote and Blended Work Pitfalls-
Day 3: Wednesday, May 4
- 8:00 am – 9:30 am
How Culture Makes Your Organizational Health Thrive
Sustaining Your Culture in a Remote/Hybrid Work Environment
The Changing Role of HR: What’s Critical for Engagement and Retention in a Remote Workforce
- Pre-Conference: Sunday, May 1
- 1:00 pm – 4:00 pmBusiness Resource Network (BRN) Summit
- 2:00 pm – 4:00 pmDiversity, Equity & Inclusion (DEI): Strategies for Impact and Sustainability
-
Pre-Conference: Monday, May 2
- 8:30 am – 11:00 amAssurance Practice Leaders Meeting
- Tax Practice Leaders Meeting
-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 amHelping Clients Redefine the Workplace
- Innovation in the Profession
- 9:30 am – 10:30 amBDO Digital: Drive Revenue with New Technology and Tools
- What’s on Your List?
- 10:40 am – 11:30 amAn Introduction to ESG: Key Considerations for Businesses
- 1:00 pm – 2:40 pmDon't Start from Scratch! Borrow or Collaborate to Offer Advisory Services
- 3:00 pm – 4:40 pmClient Accounting Services Success Stories
- Lean Firm Optimization
- Pre-Conference: Sunday, May 1
- 1:00 pm – 4:00 pm
Business Resource Network (BRN) Summit
- 2:00 pm – 4:00 pm
Diversity, Equity & Inclusion (DEI): Strategies for Impact and Sustainability-
Pre-Conference: Monday, May 2
- 8:30 am – 11:00 am
Assurance Practice Leaders Meeting
Tax Practice Leaders Meeting-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 am
Helping Clients Redefine the Workplace
Innovation in the Profession- 9:30 am – 10:30 am
BDO Digital: Drive Revenue with New Technology and Tools
What’s on Your List?- 10:40 am – 11:30 am
An Introduction to ESG: Key Considerations for Businesses- 1:00 pm – 2:40 pm
Don't Start from Scratch! Borrow or Collaborate to Offer Advisory Services- 3:00 pm – 4:40 pm
Client Accounting Services Success Stories
Lean Firm Optimization
- Pre-Conference: Sunday, May 1
- 1:00 pm – 4:00 pmBusiness Resource Network (BRN) Summit
-
Pre-Conference: Monday, May 2
- 8:30 am – 11:00 amMarketing/Business Development Meeting
-
Day 1: Monday, May 2
- 1:00 pm – 2:00 pmLeveraging LinkedIn for Business Development and Firm Growth
- How to Break Your Data Out of "Data Jail" and Set Your Firm Free for Growth
- How to Value a CPA Firm
- How to Consult for Non-Consultants
-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 amPruning Clients to Grow New Services and Markets
- Driving Firm Value: Developing an Advisory Practice
- Effectively Transitioning Responsibility from One Generation to Another
- Leadership Workshop
- 9:30 am – 10:30 amClient Experience: How to Supercharge the ROI from Your CX Initiative
- BDO Digital: Drive Revenue with New Technology and Tools
- Emerging Advisory Services
- What’s on Your List?
- 10:40 am – 11:30 amOptimizing Your Client Accounting Services: From Making Journal Entries to Making a Difference
- An Introduction to ESG: Key Considerations for Businesses
- Driving Strategic Revenue Growth: The New Normal
- Process Improvement Strategies to Increase Firm Capacity and Profitability
- 1:00 pm – 2:40 pmCreating a True Business Development Culture
- Don't Start from Scratch! Borrow or Collaborate to Offer Advisory Services
- Pulse of the Managing Partner
- The "Big 8": What Firms Must Have to Create Success
- 3:00 pm – 4:40 pm10 New Trends Impacting Leadership and Marketing
- Client Accounting Services Success Stories
- Four Approaches to Adopt for Revenue Growth
-
Day 3: Wednesday, May 4
- 8:00 am – 9:30 amUsing Keyword Research to Drive Inbound Leads
- Pre-Conference: Sunday, May 1
- 1:00 pm – 4:00 pm
Business Resource Network (BRN) Summit-
Pre-Conference: Monday, May 2
- 8:30 am – 11:00 am
Marketing/Business Development Meeting-
Day 1: Monday, May 2
- 1:00 pm – 2:00 pm
Leveraging LinkedIn for Business Development and Firm Growth
How to Break Your Data Out of "Data Jail" and Set Your Firm Free for Growth
How to Value a CPA Firm
How to Consult for Non-Consultants-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 am
Pruning Clients to Grow New Services and Markets
Driving Firm Value: Developing an Advisory Practice
Effectively Transitioning Responsibility from One Generation to Another
Leadership Workshop- 9:30 am – 10:30 am
Client Experience: How to Supercharge the ROI from Your CX Initiative
BDO Digital: Drive Revenue with New Technology and Tools
Emerging Advisory Services
What’s on Your List?- 10:40 am – 11:30 am
Optimizing Your Client Accounting Services: From Making Journal Entries to Making a Difference
An Introduction to ESG: Key Considerations for Businesses
Driving Strategic Revenue Growth: The New Normal
Process Improvement Strategies to Increase Firm Capacity and Profitability- 1:00 pm – 2:40 pm
Creating a True Business Development Culture
Don't Start from Scratch! Borrow or Collaborate to Offer Advisory Services
Pulse of the Managing Partner
The "Big 8": What Firms Must Have to Create Success- 3:00 pm – 4:40 pm
10 New Trends Impacting Leadership and Marketing
Client Accounting Services Success Stories
Four Approaches to Adopt for Revenue Growth-
Day 3: Wednesday, May 4
- 8:00 am – 9:30 am
Using Keyword Research to Drive Inbound Leads
-
Pre-Conference: Monday, May 2
- 8:30 am – 11:00 amAssurance Practice Leaders Meeting
- Tax Practice Leaders Meeting
-
Day 1: Monday, May 2
- 1:00 pm – 2:00 pmEmployee Benefit Plan Update
- SSARS Update
- Private Client Service Update
- Top Accounting Methods Considerations for the 2021 Tax Year
- Private Equity Update 2022
- Strategy, Value Creation and Supply Chain Management for Manufacturing
- Blockchain and Cryptocurrencies – What are my clients doing, and what is the accounting and tax guidance?
-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 amYellow Book and Single Audit Update and Practice Issues
- Quality Management Standards
- Overview of Schedule K-1 Reporting Requirements, including Schedules K-2/K-3
- State Income Tax Legislative & Judicial Update
- Auto Dealership and Industry Update 2022
- Helping Clients Redefine the Workplace
- 9:30 am – 10:30 amIndependence Update and Practice Issues
- Executive Compensation in a Post-COVID-19 Work Environment
- Tax and Business for the Cannabis Industry
- Retail Industry Update 2022
- Emerging Advisory Services
- Current Topics in Accounting Firm Partnership Agreements
- 10:40 am – 11:30 amHot Topics in Governance
- 10 Common Mistakes with Private Client Matters
- Global Mobility in the World of Remote Work
- Market Conditions and Future Outlook in the U.S. Financial Services & Specialty Finance (FISF) Industry
- Manufacturing Trends and Growth Strategies
- An Introduction to ESG: Key Considerations for Businesses
- 1:00 pm – 2:40 pmGASB Update and Practice Issues
- S Corporation Update
- ASC 740 Update: Traps for the Unwary
- Healthcare Industry Update 2022
- Capital Markets Update and How to Maximize Shareholder Value in a Sale Process
- Pulse of the Managing Partner
- 3:00 pm – 4:40 pmLease Accounting: Practice Issues and "Day 2" Considerations
- Tax Controversy Update
- Overview of Important Developments Affecting Partnership Taxation
- 10 New Trends Impacting Leadership and Marketing
- Technology Industry Update 2022
- Construction Industry Update
- Business Valuations for Trust and Estate Purposes
- Current Trends and Legal Issues in M&A of Accounting Firms
- Professional Ethics Update
-
Day 3: Wednesday, May 4
- 8:00 am – 9:30 amMulti-Year Audit Engagements
- What Global (or International) Tax Reform Means for the Middle Market
- Tax Strategies for Selling a Business
- Nonprofit A&A Industry Update 2022
- Quality of Business Reporting Evolution: What’s Powering M&A?
-
Pre-Conference: Monday, May 2
- 8:30 am – 11:00 am
Assurance Practice Leaders Meeting
Tax Practice Leaders Meeting-
Day 1: Monday, May 2
- 1:00 pm – 2:00 pm
Employee Benefit Plan Update
SSARS Update
Private Client Service Update
Top Accounting Methods Considerations for the 2021 Tax Year
Private Equity Update 2022
Strategy, Value Creation and Supply Chain Management for Manufacturing
Blockchain and Cryptocurrencies – What are my clients doing, and what is the accounting and tax guidance?-
Day 2: Tuesday, May 3
- 8:00 am – 9:20 am
Yellow Book and Single Audit Update and Practice Issues
Quality Management Standards
Overview of Schedule K-1 Reporting Requirements, including Schedules K-2/K-3
State Income Tax Legislative & Judicial Update
Auto Dealership and Industry Update 2022
Helping Clients Redefine the Workplace- 9:30 am – 10:30 am
Independence Update and Practice Issues
Executive Compensation in a Post-COVID-19 Work Environment
Tax and Business for the Cannabis Industry
Retail Industry Update 2022
Emerging Advisory Services
Current Topics in Accounting Firm Partnership Agreements- 10:40 am – 11:30 am
- Hot Topics in Governance
10 Common Mistakes with Private Client Matters
Global Mobility in the World of Remote Work
Market Conditions and Future Outlook in the U.S. Financial Services & Specialty Finance (FISF) Industry
Manufacturing Trends and Growth Strategies
An Introduction to ESG: Key Considerations for Businesses- 1:00 pm – 2:40 pm
GASB Update and Practice Issues
S Corporation Update
ASC 740 Update: Traps for the Unwary
Healthcare Industry Update 2022
Capital Markets Update and How to Maximize Shareholder Value in a Sale Process
Pulse of the Managing Partner- 3:00 pm – 4:40 pm
Lease Accounting: Practice Issues and "Day 2" Considerations
Tax Controversy Update
Overview of Important Developments Affecting Partnership Taxation
10 New Trends Impacting Leadership and Marketing
Technology Industry Update 2022
Construction Industry Update
Business Valuations for Trust and Estate Purposes
Current Trends and Legal Issues in M&A of Accounting Firms
Professional Ethics Update-
Day 3: Wednesday, May 4
- 8:00 am – 9:30 am
Multi-Year Audit Engagements
What Global (or International) Tax Reform Means for the Middle Market
Tax Strategies for Selling a Business
Nonprofit A&A Industry Update 2022
Quality of Business Reporting Evolution: What’s Powering M&A?