May 18, 2022
9:00 a.m.- 12:00 p.m.
May 18th Opening Plenary
- Opening Remarks – Mark Jeffries
- CEO Keynote – David Osborne
- MC – Mark Jeffries
- Celebrity Keynote – Abby Wambach
12:00 p.m. - 1:30 p.m.
Networking Lunch
1:30 p.m. - 2:30 p.m.
Interactive Sessions
1) Turning Challenges into Opportunities
Speakers:
- Moderator - Dave Osborne, CEO, CaseWare
- Karen Larsen, Partner, Baker Tilly
- Michael Bossi, Partner, Armanino
- Ricky McClure, Partner, Wipfli
Adapting to a rapidly changing landscape presents many challenges. For great leaders, these challenges have presented opportunities to equip their teams with the right tools that future proof their firms and elevate their client’s experience. Join this session to learn how the forward-thinking leaders in our industry are defining the future of accounting by embracing change. Our expert panel will share insights on assurance, new technologies, exploring new vendors, and adjusting to change.
2) The Changing Landscape of Corporate Reporting: A Strategic CFO's View
Speakers:
- Jeff Laborde, CFO
Long-term sustainable value creation is increasingly becoming important for corporate financial reporting. Today’s capital markets demand more disclosures from corporations including strategic direction, risk reporting and ESG (Environmental, Social and Governance) impacts to ensure investors and stakeholders can make more informed decisions. Join this session to understand the latest trends in corporate reporting and in particular, the rise of integrated reporting.
3) Modern Solutions for Collaborative Work Environments: An Integrated Ecosystem
Speakers:
- Gail Gray, Partner, Partner - Technology, Consulting, LSL
- Daria Weiss, Senior Manager - Technology Consulting, LSL
Whether you are an auditor or a finance team, you understand the need to work collaboratively, and more importantly, to do it well with clients and colleagues. With the advance of technology, there is more you can do to streamline, automate and improve efficiency in your audit process and elevate the experience for everyone.
Join this session to see how well you have been keeping pace with the newest tech in the market. We will take a look at the tools available for your toolbox, make sure you are maximizing their capabilities and share best practices to encourage your clients to collaborate within these tools as well.
2:40 p.m. - 3:40 p.m.
Interactive Session II
1) Moving Your Practice to the Cloud: Now or Later?
Speakers:
- Azunna Anyanwu, Chief Technology Officer, Aronson LLP
The move to the cloud is happening now and it's happening fast. Firms are seizing the opportunity the cloud offers and adopting new technology to ensure they can meet their clients’ needs in person or virtually. Making the leap presents invaluable benefits but it's no small task and a hasty, fragmented shift could disrupt your practice. Join this session for insights from Azunna Anyanwu, Chief Technology Officer, on Aronson’s transformational journey to the cloud. You’ll leave with new ideas on how best to optimize your practice for a cloud-centric approach.
2) The Data Driven Practice
Speakers:
- Angela Moch, KPMG National Service Line Leader
As technologies like automation, big data and AI become more mainstream, they can change business models and may surprise audit and accounting professionals that are unprepared. When businesses change their strategies and operations, it creates new threats and opportunities. This session will explore the new technology landscape and how audit and accounting professionals can be impactful advisors.
3) Leading in Today’s Competitive Environment
Speakers:
- Mike Sabbatis, Chairman, CaseWare
Building and retaining a dream team is increasingly difficult in today’s job market. With 41% of employees stating last year that they were considering leaving their jobs, attracting and retaining top talent is more crucial than ever for business leaders who are keen to stay ahead of the competition. Join this session for insights from industry expert and growth driven executive Mike Sabbatis on how to lead in ways that can help attract your dream team and keep them engaged, productive and fulfilled.
4:00 p.m. - 5:00 p.m.
Interactive Session III
1) New Tech: Your Guide into the Future
Speakers:
- Dr. Deniz Appelbaum, Associate Professor, Montcalm State University
- Jeff Sorensen, Industry Strategist, CaseWare
We have all had to reinvent how we interact with clients, staff and each other almost overnight. This has left many businesses scrambling to find solutions to help them move from form-based to digital transactions so that they can maintain their competitive edge. Knowledge is power, and this session will equip you with all you need to successfully navigate your journey to embracing the future. Join for inspiration on how to master technology solutions and make them a truly valuable asset to your business.
2) Cloud Security: Protecting Your Data and Your Practice
Speakers:
- Tyler Comrie, Amazon Web Services
- Nitin Chopra, CaseWare, Head of Technology Operations
Making the leap to a cloud-first approach is a game changing move, but the groundbreaking nature of this approach means fully embracing the challenges it poses. This helps explain why many businesses (over 60% according to Accenture) are not seeing the full value of their cloud investment. We know that concerns around security are a crucial barrier for many who would like to harness the full potential of the cloud. So we designed this session to address that barrier. Join to elevate your knowledge on cloud security, with insights from the leading cloud service provider and CaseWare’s partner, Amazon Web Services.
3) Unlocking the Secret to Retaining Top Talent
Speakers:
- Angela Katehis, Berdon
- Krista Thull, RSM
- Kate Muller, Chief People Officer, CaseWare
The accounting industry is currently facing a talent crisis. 94% of accounting firms that participated in our 2022 State of Accounting Report said the process of finding and retaining top talent is challenging. The evolving needs of employees means that to survive and thrive, firms need to reassess both how they hire and how they manage their staff. Join this session to learn how forward-thinking talent managers and leaders are ensuring their firms come out on top by evolving to adapt to the changing human resources landscape.
4) AICPA / DAS (session details TBA)
7:00 p.m. - 11:00 p.m.
Evening Celebration (In person only)
May 19, 2022
9:00 a.m. - 11:30 a.m.
May 19th Opening Plenary
- Opening Remarks – Mark Jeffries
- Fireside Chat with Erik Asgeirsson and David Osborne
- MC – Mark Jeffries
- Product Keynote – Scott Epstein, CPO
11:30 a.m. - 3:00 p.m.
Tech showcase Level 200
Get ready for a tech-filled experience and dive into the CaseWare suite of next-generation products and solutions that are driving transformation in the world of audit and accounting. Interact with the masterminds behind these innovations and be among the first to have a sneak peek into our newest solutions that will change the way the industry thinks about and works with data.
3:00 p.m. - 4:00 p.m.
Market Keynote & Closing Remarks
