Tuesday, May 2
8:00 am – 9:00 am (PT)
Capacity Management
Dealing with Capacity Challenges
BDO USA, LLP Panel – facilitated by Michael Horwitz, BDO Alliance USA
Like most of our Alliance members, BDO USA has experienced challenges in the past few years in hiring, training and retaining talented team members in sufficient numbers to handle all of our varied assurance, tax and advisory engagements. Our 25% revenue growth comes during this unique period of unprecedented disruption in the labor market impacting our profession. In this session, you’ll hear from BDO leaders who have tackled this head-on and transformed the way we are getting work done. It will cover a broad range of resources, including use of third-party vendors, BDO RISE, and other capacity management resources.
9:15 am – 10:30 am (PT)
Capacity Management
Using Automation to Lighten Your Load During Busy Season
Alliance Panel – facilitated by Jim Boomer, Boomer Consulting (BRN Firm)
If you could make “busy season” less “busy” without decreasing revenue, wouldn’t you? In fact, it’s possible and it’s already being done by many forward-thinking firms. A panel comprised of CPA and BRN firms will discuss how to utilize tax technology to reduce capacity issues by automating workflow and streamlining processes.
10:45 am – 12:00 pm (PT)
Capacity Management | Tax
Growing Your Tax Capacity Through Outsourcing
Alliance Panel – facilitated by Bob Lewis, The Visionary Group (BRN Member)
Demand for staff is at an all-time high in the accounting profession. The shortage in qualified tax professionals has created new challenges for firms, causing them to consider alternative ways to enhance their talent pool and increase capacity. In this panel discussion, learn how your peers have utilized outsourcing resources to address the pressure of meeting the tax deadlines with a shortage of staff.
1:30 pm – 2:30 pm (PT)
Capacity Management
Recruiting Tactics to Solve Your Capacity Woes
Alliance Panel – facilitated by Tamera Loerzel, ConvergenceCoaching (BRN Member)
Pre-COVID, few firms had recruiters on staff or contract. Now, firms are scrambling to solve their capacity issues in a variety of ways. This session will provide unique strategies to manage capacity issues, including recruiting and retaining talent, automation and outsourcing. We’ll hear from a panel of CPA and BRN firms on these challenges and solutions.
2:45 pm – 3:45 pm (PT)
Capacity Management | CAAS
Increasing CAAS Capacity
Alliance Panel – facilitated by Chris Gallo, BerganKDV (CPA Member)
Client Accounting and Advisory Services (CAAS) continues to be the latest arrow in the quiver of many CPA firms. Many are struggling with managing – and staffing – a new service line. In this panel discussion, you’ll hear from CPA firms on how they are utilizing outsourced and automated resources to grow and supplement their CAAS offerings. Select BRN firms will also join the discussion.
4:00 pm – 5:00 pm (PT)
Capacity Management
BRN and CPA Firms - Audit Outsourcing + Tech
Alliance Panel – facilitated by Gary Thomson, Thomson Consulting (BRN Member)
The demand on your audit team is at an all-time high, so what can be done to keep up with demand? Growing capacity can be done in a variety of ways. In this session, learn from your CPA peers and BRN firms how audit outsourcing and technology have come together to help firms address their capacity issues.
Wednesday, May 3
8:00 am – 9:15 am (PT)
Capacity Management
BDO RISE – BDO USA’s Global Delivery Center
BDO RISE, BDO USA’s capacity capabilities with locations in India, South Africa and domestically in the United States, are integral components of BDO USA’s value proposition and client service delivery model. RISE has experienced significant growth over the past two years. Hear from BDO’s Strategic Delivery and Capacity Center Leader, and BDO RISE India’s Executive Managing Director and National Practice Leader to understand how BDO USA is leveraging these capacity centers for the benefit of its clients and people.