DCPA16 AGENDA

December 5 2016 SESSIONS

05

Monday
8:00AM-10:45AM

Pre-Conference: Developing Your Personal Ability to Make Rain

Instructor: Jen Wilson
Experience Level: Developing

Business

Last year, we explored personal selling skills and a sales methodology to help you close more business.  This year, we’ll develop your ability to personally source new business opportunities and drive revenue growth in your firm.  In this half-day pre-conference workshop, we will explore critical... More


05

Monday
8:00AM-10:45AM

Pre-Conference: CAS Roadmap Workshop Material in Practice

Instructor: Dixie McCurley, Nicole Ksiazek
Experience Level: Developing

Business

In this session, prior CAS Roadmap Workshop attendees will bring real life examples of what they have implemented from the Workshop they attended to get help on road blocks they encountered, discuss how they customized and items still sitting on their action list.  This will be an interactive... More


05

Monday
11:00AM- 12:15 PM

Free Pre-Conference: Learning Lab

Instructor: TBA
Experience Level: Foundational

Technical

*/ This session gives attendees the opportunity to learn from many of the industry leading solution providers. Take the time before the conference begins to do your research on the various tools and resources available to enable you to reach your goals. This pre-session is free for all conference... More


05

Monday
1:00PM-1:15PM

Welcome to the Conference

Experience Level: All

General Session

This is where DCPA16 officially kicks off. Please join us so we can begin our DCPA16 journey together, before our first two keynote speakers.


05

Monday
1:15PM-2:05PM

Owning Your Leadership: Taming Discomfort, Summoning Courage

Instructor: John Engels

General Session

In this hard-hitting presentation, John Engels, a globally-respected leadership coach, author and thought leader, will challenge you to think deeper and more innovatively about your own role in the future of your firm. How do you respond when a sudden roadblock arises?  What do you do when key... More


05

Monday
2:10PM-3:25PM

Technology is continually changing the rules of competition, rendering many traditional business strategies and processes obsolete. Cloud computing, virtualization, mobility, and analytics are just a few of the technologies that provide powerful opportunities for creating new, high margin products... More


05

Monday
3:55PM-4:45PM

Technology is pivotal to all organizations today, but who is bringing in the new ideas?   All strategic plans are backed by technology, or driven by its emergence.  Awareness is key at the strategy meetings and it is time to bring your tech leaders to the table early on.  Stan Mork, president of... More


05

Monday
3:55PM-4:45PM

Trends in Technology: Where are we headed?

Instructor: Gail Perry, Greg Lafollette, Jim McGinnis, David Barrett

Technical

Gail Perry, editor-in-chief of CPA Practice Advisor, will moderate a panel of leaders and influencers in technology for the accounting profession.  Technology shapes the way we work, communicate and our expectations.  But it is changing so fast, and not all of it is relevant to our daily activities... More


05

Monday
3:55PM-4:45PM

20 Steps to a Better Firm

Instructor: Dan Hood
Experience Level: All

Business

Being named a “Best Firm to Work For” is more than just a feather in your cap – it gives you a strategic edge when it comes to recruiting and retaining top talent. This session, based on in-depth research into the 100 best workplaces in the accounting profession, will share the programs, best... More


05

Monday
3:55PM-4:45PM

Building a Learning Network

Instructor: Tom Hood
Experience Level: Foundational

Business

Being a Digital CPA, in part, is being a perpetual learner.  Throughout the journey you need sources of input to create awareness of trends and spark ideas.  Social media is a tremendous learning asset, but there are strategies to effectively learn from the voluminuous amounts of content rather... More


05

Monday
4:55PM-5:45PM

The Heart of it All

Instructor: Samantha Mansfield
Experience Level: Foundational

Leadership

Dr. Geoffrey Moore studied the accounting profession and revealed 3 mega trends that were driving significant change in the profession and broke down the 4 stages firms are going through as they transform. Sometimes we need to revisit the core principles as we prepare for a change to ensure the... More


05

Monday
4:55PM-5:45PM

Technology for CAS

Instructor: David M. Cieslak
Experience Level: All

Technical

Client Accounting Services are an area in the firm that has a great opportunity to embrace technology and lead the rest for the firm in adoption. In this session, we will discuss technologies as it relates to CAS such as:   What are the top tools out there?  Integration Electronic Signatures And... More


05

Monday
4:55PM-5:45PM

Becoming a Powerful and Effective Delegator

Instructor: Jen Wilson
Experience Level: Developing

Business

Delegation is a leadership must-have as no organization can grow, or survive succession, without it. Unfortunately, real delegation is often desired but rarely practiced. At some point or another, we’re all guilty of one or more of the seven “sins” of delegation. In this session, we’ll explore ways... More


05

Monday
4:55PM-5:45PM

Clarifying Accounting Frameworks

Instructor: Nicole Ksiazek, Robert Durak
Experience Level: Developing

Technical

Every business student learns about GAAP, but what is IFRS and FRF SME?  These are accounting frameworks that serve tremendous value to businesses, yet we have to help educate the users of financial information on how to read these various frameworks.  This session will share strategies how to best... More


05

Monday
6:30PM-9:00PM

Please join us as the DCPA16 and ITA Social event, which promises to an evening filled with abundant conversation and community building. This will take place at the Ravello Lounge and the M Resort.   See you there!


 

 

The 2016 agenda was assembled based on the input of past attendees and our experienced Advisory Committee. Some sessions from the 2015  conference were so well received you asked for more on those subjects, therefore, in 2016 we went deeper on some of those subjects. We also added new topics to help all members of your firm, so you have support and the knowledge to build a digital CPA firm.

CONFERENCE SESSIONS INCLUDE

During each session we encourage you to build your action plan for when you return to your office; a planning workbook can be found with the conference materials online just prior to the conference. Bring your questions for the instructors and panelists.

EXPERIENCE LEVELS
 

FOUNDATIONAL

Designed for beginning learners who require preparatory instructor before advancing to the next level of education (Developmental).

DEVELOPMENTAL

Designed for intermediate learners who have completed foundational instruction and require assistance with next steps.

ALL

No matter how long you have been studying and building a digital practice these sessions will have valuable information.