Vermont Society of Certified Public Accountants
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Firm of the Future Conference - LIVESTREAM - PLEASE NOTE NEW DATES!

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Member Price: $304.00
Non-Member Price: $429.00

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Dec 15–16, 2020, 8:30am–12:00pm
CPE Credits:
Business Management & Organization: 8.00
Donny Shimamoto
Sandra Wiley
Roman Kepczyk
Tracy Hall
Arianna Campbell

The Vermont Society of CPAs has partnered with the Connecticut Society of CPAs, and the CPA Societies of Delaware, Maine, and Rhode Island, to bring the Firm of the Future Conference to you!

This virtual conference will be held during two consecutive 4-hour days (8:30 am - 12:00 pm) on December 15  and 16.

Please note that when you register for this conference you are automatically registering for both days.

Specifically designed for partners and firm managers, this conference focuses on best practices for building and managing your firm.  Topics will include Advisory Services, Technology, Employee Communication & Engagement, Disaster Planning, Security Threats and more!

Tuesday, December 15 (8:30 a.m. - Noon) General Sessions:

How Accountants Ensure Business Resiliency for the Next Coronavirus: Accelerating Innovation while Managing Risk

Presented by: Donny C. Shimamoto, CPA.CITP, CGMA - Founder and Managing Director of Intraprise TechKnowlogies

COVID-19 created an unprecedented economic crisis that accountants were called upon to triage and stop continued economic bleeding. Accountants had to help many business owners and colleagues make difficult business decisions that often went well beyond just finance. In this workshop we’ll take a look at the “new normal” and the multifaceted role that accountants play in economic triage and the building of business resiliency. We’ll explain how core accountant skills like risk management and financial planning & analysis—and their supporting technologies—combine with our core competencies of ethics and objectivity, to play critical roles in driving better business decision making. Better business-decision-making and business continuity planning enables more business agility and holistic business solutions—creating a more resilient business that can easily pivot when the next pandemic occurs.

2020 CPA Firm Trends, Technologies and Disrupters Updates
Presented by: Roman Kepczyk, CPA, CITP, CGMA - Director of Firm Technology Strategy at Right Networks

This session will focus on today’s core technology trends impacting CPA firms including cloud, collaboration, connectivity, and IT Security. Roman will integrate leading tax, audit and administrative production best practices including the best of “Lean Six Sigma” opportunities identified in his consulting within accounting firms. Roman will also incorporate the latest CPAFMA IT and Digitally Driven Firm Benchmark survey results so firms can see how they stack up and identify specific opportunities for improvement. This session also discusses key disrupters having a significant impact on the accounting profession.

COVID-19 Pandemic: Lessons Learned & the “Illusion” of Business Continuity Preparedness
Presented by: Tracy L. Hall, MBCP - IT Assurance Senior Manager at Wolf & Company, P.C.

Organizations had to rapidly implement creative ways to conduct operations during the COVID-19 crisis. They needed to react swiftly to accommodate the situation as it quickly changed, requiring management teams to adjust response activities in real-time as the scenario unfolded. Remote access, employee hardware requirements, flexible work schedules, and virtual processes have now become the norm. As a result, organizations have taken their preparedness planning to a new level. Has yours? Or has the current situation just created the illusion of preparedness? 

Learn whether traditional Business Continuity and Disaster Recovery will meet future tests. Learn how to turn unavoidable events into innovative ways to improve operations moving forward. This session will explore the incredible strides made and how they can improve the future. We will also discuss how not to be fooled by a false sense of security in the next phase of Business Continuity and Disaster Recovery planning. 

Key Takeaways: 
• Apply lessons learned from the current crisis to future planning 
• Learn whether your BCP can meet unforeseen challenges 
• Modernize your BCP for future success

Wednesday, December 16, 2020 (8:30 am - 12:00 pm) General Sessions:

Leading through Change: Inspiring Your Team and Practice in the New Normal
Presented by: Sandra Wiley - President of Boomer Consulting, Inc.

Great leaders have a tremendous responsibility to lead into change and create future opportunities that generate confidence in their team and their clients.  Identifying the how and the who are essential in this leadership skill.  In this session we will explore:
• Practical strategies that will boost confidence 
• How to build a culture of change 
• Who will be the players in your change strategy
• Inspire through a new belief system

Transforming CAS from Accounting to CAAS (Client Accounting AND Advisory Services)
Presented by: Roman Kepczyk, CPA, CITP, CGMA - Director of Firm Technology Strategy at Right Networks

The writing is on the wall, traditional compliance services are being disintermediated by advancements in information technology and the profession is responding by expanding the “A” in CAS to include Advisory services.  Firms need to transition to a more consultative focus if they want to grow and thrive in the future.  Roman will present a number of practice approaches and resources to support this conclusion as well as how to effectively transition your firm and personnel to being their client’s “trusted business advisor.”

Connecting and Engaging Your Staff in a Flexible World
Presented by: Arianna Campbell - Director, Boomer Consulting, Inc.   

Our world has shifted, and we are now facing a new set of parameters as we manage, motivate and engage a flexible workforce. While the challenges are different, the rewards and the positive outcomes are within our reach! In this powerful and engaging session, we will:
• Identify ways that we can engage even when we are not face to face
• Share best practices in a world of "flex"
• Arm each participant with actions that they can implement with confidence

Only eMaterials are available. A download link to the electronic course manual will be sent to you one week before the program date. Your registration fee includes an electronic copy of the course manual. Please note: Program cancellations will not be allowed once you have downloaded your eMaterials from the website.

Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

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