Mega CPE Day - Summer

This presentation provides a strategic overview of tax-efficient investment solutions for high-net-worth investors with concentrated, low-basis assets. It outlines key approaches to deferring capital gains, generating liquidity, hedging risk, and diversifying portfolios across public and private investments—supported by decision frameworks, strategy comparisons, and real-world scenarios to help tailor solutions to complex client needs.

Presented by Wealthspire.

Credits: 1 - Taxation

This session is available to registrants and their guests

Tax return delivery is not only the final step of the workflow — it is a critical compliance stage in the Form 1040 filing process. 

Even after returns are prepared, many firms experience delays due to missing taxpayer authorizations, last-minute changes, incomplete documentation, or unclear communication. These issues can impact filing timelines and compliance with IRS requirements. 

This program focuses on federal tax practice and procedures related to return delivery and filing readiness, including taxpayer authorization (e.g., Form 8879), documentation standards, record retention, and secure communication of taxpayer data in accordance with IRS e-file requirements. 

The session examines how delivery of Form 1040 returns has evolved — from in-person walkthroughs to email attachments to AI-era digital experiences — and teaches participants to turn compliance steps into client touchpoints, transforming disconnected steps that can delay filing into a unified experience that builds the client relationship while meeting IRS compliance. 

Participants will learn how to ensure returns are “filing-ready,” reduce compliance risks, and avoid delays between completion, client approval, and submission. The session draws on operational data from 15,000+ firms and will be delivered as a live lecture with audience polls, scenario-based examples, and Q&A.

Presented by Tax Dome.

Credits: 0.5 - Information Technology

Credits: 0.5 - Taxation

This session is available to registrants and their guests

AI adoption is accelerating. Cyber insurers are tightening requirements and denying claims. Regulators are issuing fines. The risk landscape for CPA firms has changed, and many leaders don’t yet realize how vulnerable their firms may be. In this fast-paced keynote, cybersecurity expert Scott Hagizadegan reveals the major shifts happening right now, and what CPA firm leaders must understand to safeguard their firms, clients, and operations.  

You will learn:  

• How AI is reshaping risk inside CPA firms 
• What regulatory enforcement looks like today 
• Why cyber insurance claims are being denied — and how to avoid it 
• The most common gaps firms discover too late 
• Immediate steps to strengthen protection and reduce exposure

Presented by Shield IT Network.

Credits: 1 - Information Technology

This session is available to registrants and their guests

Generative AI is rapidly reshaping how CPA firms deliver services—but without guardrails, it can also introduce new privacy, ethics, and liability risks. This session is designed for firm owners who want to harness the benefits of AI while protecting their clients, reputation, and bottom line. We will walk through six key considerations when developing a firmwide generative AI policy—Privacy, Transparency, Bias, Human Review, Limiting Use Cases, and Transfer Risk—and translate them into practical, workable procedures. You’ll also learn how to train your team on new requirements and how to monitor AI usage over time to ensure tools are used responsibly, consistently, and in line with your firm’s risk appetite.

Presented by AON.

Credits: 1 - Information Technology

This session is available to registrants and their guests

Presented by BlueJ.

This session is available to registrants and their guests

Clients expect service to be smooth and structured. As the leader of your firm, you set the standard your team follows, creating a consistent approach that delivers reliable service, satisfies clients, and builds trust. Dive in during this Power Breakfast with Dawn Brolin as she discusses the pitfalls of spreadsheets and generic project management tools which add complexity and act as a band-aid solution that hinders your growing firm. Dawn will walk you through step by step how to consolidate your accounting tech stack in a modern operation. She reveals the hidden costs of tool sprawl in accounting firms. A firm needs a solid foundation of workflows that increase efficiency. This session zeros in on the essentials a modern firm needs to get right to succeed and stay in control of the expanding digital environment. Dawn will share her approach to leadership and how it drives clarity and team performance. Leaders and Operations Managers need to embrace clarity to drive team performance. 

You’ll learn:  

• Build your foundation of workflows, SOPS, and service delivery in one system that will grow with you. 
• Evaluate the efficacy of each tool you have in your techstack. 
• Design a connected tech stack from the ground up, with tools to centralize your client work.  
• Lead your team with clear and  standardized workflows to drive stronger performance.

Presented by Financial Cents.

Credits: 1 - Business Management & Organization

This session is available to registrants and their guests

Every firm faces the same question on every task: who should actually do this? This session breaks down how to make that call with confidence. We'll cover when it makes sense to hire in the US, when offshore talent in the Philippines or Latin America is the smarter move, and what work can be scaled or delegated to AI. You'll leave with a practical framework for matching the right resource to the right task, plus a clear approach to recruiting and hiring the people your firm actually needs.

Presented by Cloud Account Staffing.

Credits: 1 - Personnel/Human Resources

This session is available to registrants and their guests