AICPA Engage: A ‘Let’s Get Radical’ round-up

By Admin

June 26, 2017

Have you ever had a vision for something totally cool?

You work really hard, you overcome a few obstacles, you partner with great people and somehow its turns out better then you could have ever imagined?

That was my live radio event at the AICPA Engage conference in Las Vegas.

Typically, I throw a really cool party. But this year I decided to do something different especially since this year’s conference was combining six events in one. And you know I’m on the conference planning committee right?!

Liz Gold, former AT editor (and owner of Rhino Girl Media) and I brought our radio show/podcast on the road. It was more coordinating and work than I realized as I thought to myself how do I get myself into these things? Oh yeah, I volunteered.

But it was also a new experience for me creating 33 interviews over two days – talk about a content creation marathon. We nailed it and I learned so much about financial planning, audit technology, practice management and even geopolitics interviewing all our wonderful guests who included thought leaders, executives, product managers and most importantly, firm owners.

Some of the firm owners told us it was their favorite part of the conference. How cool is that?

You can hear all of the interviews here.

Here is a Facebook Live round-up of some of my favorites (although they were really all so good!):

Financial Planning:

Lyle Benson: All about the future of services to the individual
David Knoch: The president of 1^st Global talks about the state of the financial planning industry. Watch the segments here and here.
Michael Kitces: We talk digital tools in financial planning and more!
Bob Veres: The publisher of Insider’s Forum and big time influencer in the FP world gives us his take on diversity in financial services and more. Listen here and here.

Tax, Accounting Audit:

We talked to a woman-owned, sophisticated small firm: Lauran Gannon and Jonalyn Sullivan from Sullivan Gannon.
We heard how Bernie Ackerman and his son, Jason, are bringing their firm into the future with new ways of doing business.
We learned all about the new role of the CIO from Barry Brown of Moore Stephens Tiller.
We caught up with Jim Bourke of Withum and learned about artificial intelligent and new audit technologies.
We were able to speak with the Wolters Kluwer product managers and learn about the adoption of the cloud with John Barnes, vice president of product management.
We got to meet karaoke king Max Pell, otherwise known as CEO of Validis, who partnered with Wolters Kluwer to develop CCH Audit Accelerator and learn how audit processes are completely changing.