Day 1: Monday, May 2

1:00 PM-2:00 PM
(PT)

ADVISORY
Strategy, Value Creation and Supply Chain Management for Manufacturing
BDO USA, LLP and Alliance Firm Panel

Given significant new market conditions, companies are revisiting their strategy. In this session, we’ll outline key strategic themes manufacturers are considering. As an outcome, attendees will be enabled in discussing strategic value creation with their clients and prospects.

1:00 PM-2:00 PM
(PT)

ADVISORY
Blockchain and Cryptocurrencies – What are my clients doing, and what is the accounting and tax guidance?
Mike McCarthy, Hancock Askew & Co. (CPA Member)

Blockchain and cryptocurrency - what are they exactly? This session will explain the power of blockchain systems, including specific blockchain use and applications and the concepts of bitcoin and other cryptocurrencies.

Day 2: Tuesday, May 3

8:00 AM-9:20 AM
(PT)

ADVISORY
Driving Firm Value: Developing an Advisory Practice
BDO USA, LLP and Alliance Firm Panel

Firm value is a function of differentiation, and strategic firms are heeding the advice to move toward advisory. This session will focus on developing an advisory practice, including the strategy behind it, pricing and value pricing engagements, department structuring, the advisory mindset, how to package advisory solutions, and how to transition clients from compliance to advisory.

8:00 AM-9:20 AM
(PT)

ADVISORY
Helping Clients Redefine the Workplace
BDO USA, LLP Panel

The session will include perspectives from the Advisory and Tax practices that impact the changing workplace, including trends and examples from the last year. Topics to be covered include hybrid work models, real estate portfolios, technology, tax implications, talent and outsourcing, and more.

9:30 AM-10:30 AM
(PT)

ADVISORY
BDO Digital: Drive Revenue with New Technology and Tools

BDO USA, LLP and Alliance Firm Panel

This session will highlight case studies of how BDO Digital is working with clients and Alliance firms to utilize analytics and drive value through artificial intelligence (AI).

9:30 AM-10:30 AM
(PT)

ADVISORY
Emerging Advisory Services
BDO USA, LLP

Opportunities for advisory services are growing in emerging areas, such as environmental, social and governance (ESG) reporting, cybersecurity and working capital. This session will identify emerging trends in offering advisory services, how to develop staff to deliver them, and how to identify profiles of clients buying these services. Bring your questions about best practices to branch out into these new service lines and what obstacles to consider as you develop your plans.

10:40 AM-11:30 AM
(PT)

ADVISORY
Optimizing Your Client Accounting Services: From Making Journal Entries to Making a Difference
BDO USA, LLP

Have you been trying to figure out how to make your client accounting services the profit center that everyone is talking about? Are you still in the old-school “bookkeeping” mode that’s just not sustainable in today’s market? In this session, we will break down what “Client Accounting Services” actually means, and how it differs from your father’s back office.

10:40 AM-11:30 AM
(PT)

ADVISORY | MARKETING & BUSINESS DEVELOPMENT
An Introduction to ESG: Key Considerations for Businesses
BDO USA, LLP

Of the factors changing the business landscape, the fundamental shift in mindset occurring around the convergence of environmental, social and governance (ESG) issues is rising to center stage. But what is ESG, and what does it mean for your clients and your firm? Join this session for an introduction to ESG strategy and learn how it can be prioritized to build a sustainable business and future for all.

1:00 PM – 2:40 PM
(PT)

ADVISORY
Don't Start from Scratch! Borrow or Collaborate to Offer Advisory Services

BDO USA, LLP and Alliance Firm Panel

Launching an advisory practice requires commitment, investment, risk and a shift in mindset. Instead of going all in on advisory, join this session to learn strategies for effective collaboration with BRN firms and BDO USA, LLP advisory practices to serve your clients or prospects. These experiences may also be an effective way to even launch your own advisory practice internally.

1:00 PM – 2:40 PM
(PT)

ADVISORY
Capital Markets Update and How to Maximize Shareholder Value in a Sale Process
BDO USA, LLP

This session will cover the latest trends in M&A and the debt and equity capital markets, current economic statistics and trends, and provide an outlook for the capital markets. The session will also discuss the M&A sale process and best practices to achieve success for clients. We will cover case studies and recent examples of executed deals.

3:00 PM – 4:40 PM
(PT)

ADVISORY
Client Accounting Services Success Stories

Alliance Panel discussion moderated by Christine Triantos, BDO USA, LLP

It isn’t easy to institute change in a CPA firm, in particular if that change is a completely new way of thinking about pricing, staffing and serving clients. Despite the challenges, Alliance members are developing successful Client Accounting Services practices and living to tell about it! We will explore their journeys through a panel discussion, including lessons learned and future vision to help others who are navigating this growing advisory area.

3:00 PM – 4:40 PM
(PT)

ADVISORY
Business Valuations for Trust and Estate Purposes
BDO USA, LLP

This session will discuss traditional valuation methodologies used to value a business, while considering the economic climate and impact of the pandemic.

Day 3: Wednesday, May 4

8:00 AM-9:30 AM
(PT)

ADVISORY
Quality of Business Reporting Evolution - What’s Powering M&A?
BDO USA, LLP
Despite 2021's record-setting M&A activity, with lingering COVID-19 and economic uncertainties, continuing robust M&A activity in 2022 is not a given. Meeting tight deal timelines and strategizing to hit lofty exit expectations are all more critical than ever. This session will provide an overview of the changes we've made in our diligence approach, how the deal advisory industry has kept pace, and considerations directly from BDO's experiences.