Pre-Conference: Sunday, May 1

9:00 AM-2:00 PM
(PT)

HUMAN RESOURCES
Human Resources Leaders Meeting

This session will share best practices with other Human Resources leaders. We will have group discussions on topics that are most pressing to HR professionals.
Lunch will be provided.

1:00 PM-4:00 PM 
(PT)

OTHER
Business Resource Network (BRN) Summit


The session is designed for BDO Alliance USA BRN and CPA members and representatives of BDO. With the struggles firms are facing now to find the right resources, clients and solutions, we invite you to join us and familiarize yourself with our BRN community. There will be presentations and discussions on unique skills and services that can propel your organization forward and have a real impact on your practice.

2:00 PM-4:00 PM 
(PT)

MAP | EMERGING LEADERS | HUMAN RESOURCES
Diversity, Equity & Inclusion (DEI): Strategies for Impact and Sustainability


Many corporate CEOs and firm leaders have pledged their commitment to DEI, yet some organizations struggle to make real progress. We have experienced a heightened focus recently on creating inclusive and equitable organizations that create a sense of belonging for people representing many cultures, backgrounds and life experiences. Successful DEI initiatives are sustainable with outcomes that include increased employee engagement and retention, higher levels of productivity and innovation, and overall higher employee satisfaction. This session will focus on the shifts we are seeing on a macro level, as well as actions taken and progress made by BDO USA, LLP and Alliance firms.

 

Pre-Conference: Monday, May 2

9:00 AM-11:30 AM
(PT)

ACCOUNTING & AUDITING
Assurance Practice Leaders Meeting
Target Audience: A&A Practice Leaders

This gathering of A&A practice leaders from Alliance firms, including BDO Assurance partners, will allow for ample discussion of challenges, best practices and innovative ideas in running efficient audit practices. Your fellow Alliance firms will drive the content and topics to be discussed and will help facilitate the meeting.

9:00 AM-11:30 AM
(PT)

TAX
Tax Practice Leaders Meeting

Target Audience: Tax Practice Leaders and Tax Specialty Firm Members of BRN

This gathering of tax practice leaders from Alliance firms, including BDO Tax partners, will allow for ample discussion of challenges, best practices and ideas in running profitable and efficient tax practices. The session will also include technical topics of interest with panel discussions that feature BDO Tax leaders.

9:00 AM-11:30 AM
(PT)

MARKETING & BUSINESS DEVELOPMENT
Marketing/Business Development Meeting

Target Audience: Marketers, Business Developers or any firm leaders


This meeting will feature interactive presentations from The Social Bullpen, Boomer Consulting and Hollinden | marketers + strategists. We’ll explore three chosen topics - digital marketing trends, aligning marketing strategy with firm strategy, and marketing KPIs. After each address, we’ll have the opportunity to share ideas and interact with other participants through table exercises. Join us for a fast-paced session where we’ll learn from our luminary speakers and each other!

Day 1: Monday, May 2

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

ACCOUNTING & AUDITING
Employee Benefit Plan Update
BDO USA, LLP

This session will discuss developments in Employee Benefit Plans, including recent DOL activity, quality control findings and recent standards setting activity.

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

ACCOUNTING & AUDITING
SSARS Update

Rich Daisley, Surgent (BRN Firm)

The one constant is ever-changing SSARS guidance. Even though we are past SSARS 25 implementation for many clients, our June 30 year-end engagements will be applying 25 for the first time. In this session, we’ll focus on not only the key concerns addressed by SSARS 25, but all the major application issues in the recently issued SSARS. We’ll also address common peer review feedback and some of the independence implications associated with assisting clients implement new accounting standards and other situations.

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

TAX
Private Client Service Update

BDO USA, LLP

This session will review a survey of the most important Private Client Service updates over the prior year.

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

TAX
Top Accounting Methods Considerations for the 2021 Tax Year
BDO USA, LLP

This course will explore the most relevant accounting methods planning opportunities and compliance considerations that apply to taxpayers in nearly every industry. Topics will include accounting method considerations related to tax reform, as well as important updates related to revenue recognition, lease accounting, and the interplay between accounting methods and certain international provisions (e.g., FDII, BEAT and GILTI).

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

MARKETING & BUSINESS DEVELOPMENT
Leveraging LinkedIn for Business Development and Firm Growth
David Toth, Winding River Consulting (BRN Member)

LinkedIn is considered by some to be a connector between job searchers and recruiters. Others think of it as a network to share professional content. Both were true - until March 2020. Today, LinkedIn is being touted as the new business card, with professionals using it to connect, communicate and successfully build business. We will cover how to use LinkedIn to stand apart from the competition, how to ensure your profile is optimized, and strategies for business growth among professional services firms.

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

INDUSTRY
Private Equity Update 2022
BDO USA, LLP

This session will dive into the current economic environment, future outlook for the industry, challenges and opportunities within the industry, and what clients and prospects are looking for from their accounting, consulting and tax professionals.

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.

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

MAP
How to Break Your Data Out of "Data Jail" and Set Your Firm Free for Growth
Patrick Morrell, Anduin (BRN Firm)

Every firm we talk to wants to do two things: offer more profitable services to clients (CAS, advisory, etc.), and introduce more easily administered ways of getting paid (value pricing, etc.). The biggest hurdles standing in the way are a lack of accurate and ongoing data and the ability to use that data to make informed decisions. This session will explore why firms often struggle to compile their data; how to overcome this challenge; what they can do with clean, ongoing data; and the value to the top- and bottom-line if they can do it effectively.

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

MAP
How to Value a CPA Firm
Bob Lewis and Doug Lewis, The Visionary Group (BRN Member)

We get this question daily: “What are firms selling for?” While there can be major variables that separate each firm, this session will review the math that creates the baseline for the financials inside a firm. We will walk through the qualitative components that can materially alter firm value too, like niches, billable hours, bench age and expertise, client size and industries, etc. Attendees will leave with a method for evaluating their market position and value.

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

EMERGING LEADERS
How to Consult for Non-Consultants
Eric Swick, The Mastery Network (BRN Firm)

The presenter will use his 20+ years of advisory experience to share a simple model for how to be a better consultant with your clients, whether you have never consulted before or are a seasoned and experienced pro.

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

HUMAN RESOURCES
Employment Law Issues That Most Frequently Impact Accounting Firms
Laura Friedel, Levenfeld Pearlstein, LLC

Employment law is always changing. During this session, we’ll discuss the employment law issues that most frequently impact accounting firms, as well as the new developing standards that human resources professionals need to be aware of to ensure that their firms’ policies and practices are up to date.

2:30 PM-4:30 PM
(PT)

OPENING GENERAL SESSION

Join us for our opening session, featuring Alliance Executive Director Michael Horwitz, BDO USA, LLP CEO Wayne Berson, and BDO Global CEO Keith Farlinger. Michael will offer his “State of the Alliance Program” update. Wayne will discuss BDO USA’s current strategic focus, and Keith will provide us with his global perspective.


New in 2022!  We will be offering a new series on stage this year of quick moving, short-format talks that share big ideas! We’ve packed over 15 distinguished luminaries into 60 minutes of this general session. Buckle up and get ready to hear what’s happening in our evolving profession and what you need to know to be best prepared for what lies ahead.

4:30 PM-7:00 PM
(PT)

NETWORKING AND TRADESHOW

This is an opportunity for all attendees to get together, immediately following our General Session. Our Tradeshow event is legendary, offering access to over 100 member exhibitors and industry-leading vendors! Experience the energy of this conference and what the BDO Alliance USA has to offer by mingling with fellow members, sponsors, exhibitors, and BDO professionals.


Drink and food bars will be available throughout the room.

Day 2: Tuesday, May 3

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

ACCOUNTING & AUDITING
Yellow Book and Single Audit Update and Practice Issues
BDO USA, LLP

BDO’s nonprofit leaders will discuss practice issues and current developments related to Yellow Book engagements and Single Audits, including practice issues and implications of recent legislation on Single Audit Requirements.

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

ACCOUNTING & AUDITING
Quality Management Standards

Rich Daisley, Surgent (BRN Firm)

Big changes are coming to your firm’s quality management program. As the AICPA replaces its current Quality Control standards found in SQCS No. 8 with two new Statements on Quality Management Standards (and continues to converge its guidance with its international counterparts), now is the time to get an understanding of what these new standards will require of everyone in your firm. We’ll review the reasons behind this AICPA initiative, the source for the new guidance and the key elements of the new quality management framework.

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

TAX
Overview of Schedule K-1 Reporting Requirements, including Schedules K-2/K-3

BDO USA, LLP

This session will provide an overview of the new reporting requirements covered in Schedules K-2 and K-3.

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

TAX
State Income Tax Legislative & Judicial Update
BDO USA, LLP

This session will address key state income tax developments and trends, including updates on nexus, state conformity/decoupling to federal tax reform, market-based sourcing, combined/unitary reporting, pass-through entity taxes, and more.

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

MARKETING & BUSINESS DEVELOPMENT
Pruning Clients to Grow New Services and Markets
Gale Crosley, Crosley+Company (BRN Firm)


How can we think about getting a new service or market off the ground when the work is piling up? Just like a good gardener keeps plants healthy and makes room for even more growth, we’ll explore how to prune and concurrently launch a new service or market. We are at the epicenter of an explosion in new opportunities for our profession, and the timing is perfect to discuss achieving successful liftoff. Come enjoy the ride!

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

INDUSTRY
Auto Dealership and Industry Update 2022
BDO USA, LLP

This session will explore the expanded offerings of the Automotive Dealership industry group at BDO as well as current events and trends. We will explore the industry outlook for 2022 and beyond, other industry hot topics, and how we can provide value to our clients and prospects.

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.

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

MAP
Innovation in the Profession
BDO USA, LLP Panel

Innovation, automation and doing more with less, without increasing risk. These are all items many firms are discussing. Join this session to hear how BDO USA has implemented innovation through digital transformation strategies to transform our firm. A panel of BDO professionals from Tax, Assurance, Advisory and IT will discuss the strategies and successes in innovating their business lines.

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

MAP | HUMAN RESOURCES
Effectively Transitioning Responsibility from One Generation to Another
ConvergenceCoaching, LLC® (BRN Member)

Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs and consultants. Many elements of succession need attention, but one of the most important areas to address is effective transition of responsibility. Transition affects far more than the retiree – because their transition creates a ripple effect that causes all others in the organization to shed responsibility, too. Your ability to grow depends on your ability to successfully transition. Leave this session armed with the information you need to plan and execute transitions effectively.

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

EMERGING LEADERS
Leadership Workshop
Kevin Kane, Stowe & Degon, LLC (CPA Member)

How do you see your firm evolving in the several years ahead? Better question – is it in line with how you would like it to evolve, and how do you navigate any disparities? You may often hear that you as an individual play a role in shaping and guiding the future of your team and your organization. This session focuses on how we understand, assess and improve both ourselves as individual emerging leaders and influence our fellow collaborators.

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

EMERGING LEADERS
What Drives Deep Employee Engagement?
Dan Rust, Infopro Learning, Inc. (BRN Member)

In this session, Dan Rust, Fortune 500 leadership consultant and best-selling author of “Workplace Poker,” will highlight 20 years of research on employee engagement drivers, current trends in employee motivation, and what leaders can do to boost recognition, enthusiasm and productivity. The 10 proven engagement drivers will be covered along with real world examples and practical applications. You will leave with a new "toolkit" to help you give more to, and get more from, the team you are leading.

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

HUMAN RESOURCES
Winning the Great Resignation Game
Sandra Wiley, Boomer Consulting (BRN Firm)

Great change brings about new challenges, and many are saying that the Great Resignation is upon us. What is it? Why is it happening? What can firm leadership do to protect the potential loss of great team members? This session will explore it all and give you actionable steps to take as soon as you get home.

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

ACCOUNTING & AUDITING
Independence Update and Practice Issues
BDO USA, LLP

This session will discuss developments and reminders in the areas of ethics and independence.

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

TAX
Executive Compensation in a Post-COVID-19 Work Environment
BDO USA, LLP

During COVID-19 lockdowns, employees experienced newfound freedom on how and where they perform their duties. These changes impacted the needs of executives too when evaluating a compensation package and related tax implications. This session will explore how businesses can update their incentive structure to align behaviors and rewards with the new work environment.

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

TAX
Tax and Business for the Cannabis Industry
BDO USA, LLP and Nick Petcoff, Conifer Holdings, Inc. (BRN Member)

Cannabis has developed into a multibillion-dollar industry, gaining significant support from the American public. The successful economic impact and growing acceptance of marijuana is being noticed by investors. In this session, we will discuss an overview of the industry, the progress that’s been made and the current challenges still being faced in day-to-day operations, including regulations, banking, insurance and taxation.

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

MARKETING & BUSINESS DEVELOPMENT
Client Experience: How to Supercharge the ROI from Your CX Initiative
Alliance Panel discussion moderated by Eric Gregg, ClearlyRated (BRN Firm)

Excellent service and great client experience (CX) have become a table stakes game for accounting firms. The firms that stand out are the ones that can provide credible proof of their service experience from clients. Fueled by participation from the audience, this session will provide you with the opportunity to hear from your peers and engage in discussions about successful client experience initiatives, differentiation, common pitfalls and how to take action on client feedback.

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

INDUSTRY
Retail Industry Update 2022
BDO USA, LLP

This session will dive into the current economic environment, future outlook for the industry, challenges and opportunities within the industry, and what clients and prospects are looking for from their accounting, consulting and tax professionals.

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.

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

MAP
Current Topics in Accounting Firm Partnership Agreements
Russell Shapiro, Levenfeld Pearlstein, LLC

This session will discuss accounting firms’ partnership agreements, including the latest trends on governance and retirement, how to convert from an equity method to a deferred compensation method, claw-backs if clients leave, and other timely topics. Come prepared with your questions.

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

MAP
What’s on Your List?

Gary Shamis, Winding River Consulting (BRN Member)

This session will address some of the most important Practice Management strategies for your firm’s future, including human capital, growth, service lines, diversity, and more.

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

EMERGING LEADERS | HUMAN RESOURCES
Building a Culture of Trust
Dan Rust, Infopro Learning, Inc. (BRN Member)

When trust levels are high between colleagues, partners and clients, speed of execution increases, and costs decrease. When trust is at risk, the opposite occurs, driving down business profits and relationship sustainability. In this session, we will introduce a Trust Model designed to help leaders leverage trust as a key business asset. You'll learn to objectively assess your organization's current culture of trust and identify opportunities for improvement.

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

HUMAN RESOURCES
Controlling Employee Benefit Costs
Ben Dobson, NFP Corporate Services (BRN Firm)

As benefit costs increase, firms start looking at creative ways to control those costs. In this session, you’ll learn how other firms are being innovative in controlling their employee benefit costs.

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

ACCOUNTING & AUDITING
Hot Topics in Governance
BDO USA, LLP

Those charged with governance are responding to calls from broad stakeholders for more transparency in their oversight of corporate strategy, financial and non-financial reporting, risk management and compliance. Learn more about the topics your client board members are interested in and increase the value you can bring to the boardroom.

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

TAX
10 Common Mistakes with Private Client Matters
BDO USA, LLP

This session will address 10 of the most common mistakes we’ve encountered through the years in reviewing Private Client Services planning and compliance, and how you can avoid making the same mistakes.

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

TAX
Global Mobility in the World of Remote Work
BDO USA, LLP

The way people can and will work has been revolutionized, and all companies must take a look at their policies and procedures to make sure they are staying abreast of the relevant and related matters (tax or non-tax). This session will address the breadth of considerations around hybrid and remote work, as well as help chart out a plan for how to customize and create a plan.

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

MARKETING & BUSINESS DEVELOPMENT | HUMAN RESOURCES
Marketing Strategies for Recruiting and Retention
Amanda Garner, The Growth Partnership (BRN Member)

The challenging recruiting and retention environment of the past few years has only been amplified by the global pandemic, resulting in what the media are referring to as “The Great Resignation.” To compete for top talent, your firm must raise the game on recruiting strategies and focus on retention culture. This session will share industry best practices and outside-the-box thoughts on how to best position your firm to gather and retain talent.

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

INDUSTRY
Market Conditions and Future Outlook in the U.S. Financial Services & Specialty Finance (FISF) Industry
BDO USA, LLP

This session will dive into the current U.S. economic environment and its impact on the FISF industry, including future outlook of interest rates, inflation, M&A activity, loan defaults, opportunities and challenges.

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

INDUSTRY
Manufacturing Trends and Growth Strategies
BDO USA, LLP

In this session, we will address current events and issues that are affecting the manufacturing industry, like supply chain and workforce challenges. We will offer insights into growth and profitability strategies that your manufacturing clients can use as they exit the pandemic and get on the road to recovery.

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.

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

MAP
Driving Strategic Revenue Growth: The New Normal
Gale Crosley, Crosley+Company (BRN Firm)

Major upheavals in economic conditions present diverse opportunities to grow revenue. Many firms hunker down, do good work and wait for clients to appreciate them. Others are more forward-looking, shifting their strategy to create significant new sources of revenue. Our current upheaval comes when firms are transferring leadership to up-and-comers, rainmakers with big books-of-business are retiring, and markets are more complex than ever. Be prepared to explore your most challenging questions about sustaining high growth.

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

EMERGING LEADERS
Process Improvement Strategies to Increase Firm Capacity and Profitability

Sandra Wiley, Boomer Consulting (BRN Firm)

Change is happening faster than ever. The future is very bright for our profession; however, firms with the status quo mindset will significantly fall behind. As compliance work becomes more commoditized, it's becoming imperative that firms modernize their processes to maintain margins and build capacity for additional consulting and advisory work. This session will introduce the key process, automation and staffing concepts that future-ready firms are applying to stay ahead of the curve and increase firm capacity and profitability.

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

HUMAN RESOURCES
Virtual Recruiting and Onboarding
BDO USA, LLP

The virtual environment has become part of the expectations for firms today. This session will focus on recruiting in a virtual environment and best practices/tools to create an engaging recruiting process. We will also review onboarding in a virtual environment and the importance of exposing the virtual new employee to your firm’s culture.

1:00 PM – 2:40 PM
(PT)

ACCOUNTING & AUDITING
GASB Update and Practice Issues
BDO USA, LLP

BDO’s governmental practice leaders will lead a discussion on the latest changes issued by the Governmental Accounting Standards Board (GASB) and the status of current projects being deliberated, including several recently issued GASB Statements.

1:00 PM – 2:40 PM
(PT)

TAX
S Corporation Update
BDO USA, LLP

This course will address the most significant developments within the last year of interest to S corporations and their shareholders, including legislative updates; the application of section 163(j); the Service’s response to certain state enactments of pass-through entity taxes; PPP loans, related expenses and forgiveness; statutory developments under the CARES Act and Consolidated Appropriations Act, 2021; new Schedule K-1 reporting requirements; and single-class-of-stock issues.

1:00 PM – 2:40 PM
(PT)

TAX
ASC 740 Update: Traps for the Unwary
BDO USA, LLP

ASC 740 continues to be one of the most challenging areas of the financial statements for both public and private enterprises. This session will focus on the more challenging aspects and allow attendees to gain a stronger understanding of various topics that can be traps for the unwary, such as accounting for the impact of enacted tax law changes, valuation allowance assessments and scheduling of temporary differences, pushdown accounting issues, and income tax accounting for investments in partnerships, among many others.

1:00 PM – 2:40 PM
(PT)

MARKETING & BUSINESS DEVELOPMENT
Creating a True Business Development Culture

ConvergenceCoaching, LLC® (BRN Member)

Most firms say that they are committed to creating a business development culture and developing new rainmakers to replace the rainmakers who will retire in the next 10-12 years. Yet many struggle to truly achieve these goals. When the right expectations are set and the roles and support are in place, firms experience a real commitment – and real results – selling the “right” business for your firm. In this session, we’ll explore the “must haves” for a thriving business development culture.

1:00 PM – 2:40 PM
(PT)

INDUSTRY
Healthcare Industry Update 2022
BDO USA, LLP

In this session, we will address current events and trends in the healthcare industry, including the industry outlook for 2022 and beyond, other industry hot topics (i.e., telehealth, health equity, HHS Provider Relief Funds, regulatory developments, restructuring), and how we can provide value to our clients and prospects.

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.

1:00 PM – 2:40 PM
(PT)

MAP
Pulse of the Managing Partner
Panel discussion facilitated by Michael Horwitz, Executive Director of BDO Alliance USA

Whether you are a managing partner, partner or aspiring partner, you’ll benefit from hearing the perspectives of a panel of Managing Partners representing small, medium and large Alliance firms. While we will discuss the results of an April 2022 survey related to MAP topics, and hear from our panelists, this year’s Pulse session will continue to be interactive. We will look for audience participation related to a variety of topics, including growth, people, succession planning, M&A and partner compensation.

1:00 PM – 2:40 PM
(PT)

EMERGING LEADERS
The "Big 8": What Firms Must Have to Create Success
Gary Thomson, Thomson Consulting (BRN Member)

The long-term health of CPA firms requires us to connect values, strategy, culture and accountability, with compensation, succession, profitability and talent. These "Big 8" elements require us to think in terms of connectivity. In this session, we will explore these key areas, discuss connectivity of each to the other, and discuss how CPA firms are better set up for long-term success by constantly evaluating their linkage.

1:00 PM – 2:40 PM
(PT)

HUMAN RESOURCES
Exploring New Roles and Positions in the Firm
Sandra Wiley, Boomer Consulting (BRN Firm)

Change in the profession opens the door to new opportunity for accounting professionals and many other professionals to become a part of our firms. What are the potential new positions that can strengthen our practices and bring a higher level of success in the near future? We will challenge and inspire you during this "future is now" session.

3:00 PM – 4:40 PM
(PT)

ACCOUNTING & AUDITING
Lease Accounting: Practice Issues and "Day 2" Considerations
BDO USA, LLP

This session will cover practice matters regarding lease accounting, including adoption "lessons learned" and Day 2 accounting considerations.

3:00 PM – 4:40 PM
(PT)

TAX
Tax Controversy Update
BDO USA, LLP

This session will include an update on IRS examination and appeals, as well as procedural options available to those undergoing an exam. Recent IRS campaigns will be covered, as well as other hot topics and recent developments in federal tax procedure, current court cases, IRS operational challenges, and other relevant IRS activity.

3:00 PM – 4:40 PM
(PT)

TAX
Overview of Important Developments Affecting Partnership Taxation
BDO USA, LLP

This course will cover recent developments impacting partnership taxation and partner reporting. Topics to be covered may include developments impacting income/loss allocations, partner capital account reporting, application of self-employment tax to distributive share allocations, and important transaction considerations including calculation of section 743(b) basis adjustments and equity rollover transactions.

3:00 PM – 4:40 PM
(PT)

MARKETING & BUSINESS DEVELOPMENT
10 New Trends Impacting Leadership and Marketing

Jon Hubbard, Boomer Consulting (BRN Firm)

Leadership and marketing are essential to the growth of a firm. Over the last 18 months, firms have been looking at each of these areas with a different perspective. In this session, we will cover 10 new trends that are impacting leadership and marketing, as well as action items you can implement in your firm.

3:00 PM – 4:40 PM
(PT)

INDUSTRY
Technology Industry Update 2022
BDO USA, LLP

This session will address current events and trends in the Technology industry, the industry outlook for 2022 and beyond, other industry hot topics, and how we can provide value to our clients and prospects.

3:00 PM – 4:40 PM
(PT)

INDUSTRY
Construction Industry Update
Alliance Member Panel

This session will provide a construction industry update from Construction Accounting Network members. Topics will include digital transformation, creative problem solving, the infrastructure bill, economic outlook, supply chain issues, getting more work done properly and efficiently with less manpower, and how to make your construction practice operate efficiently.

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.

3:00 PM – 4:40 PM
(PT)

MAP
Lean Firm Optimization
Roman Kepczyk, Right Networks (BRN Member)

This session will present transformational processes and technologies targeted specifically to a firm’s tax, A&A and administrative departments. We will introduce firms to the application of basic Lean Six Sigma processes and methodologies, giving you tools to be even better advisors to your clients. Take a break from working “in” your firm to learn how working “on” your firm benefits you, your personnel and your clients.

3:00 PM – 4:40 PM
(PT)

MAP
Current Trends and Legal Issues in M&A of Accounting Firms
Panel discussion facilitated by Russell Shapiro, Levenfeld Pearlstein, LLC
Recommended for Managing Partners and Partners


This session will be a panel discussion led by attorney Russell Shapiro featuring a panel of Alliance firms involved in M&A activity. We will examine how firms are growing through acquisitions and how other firms are positioning themselves to be acquired. We will also examine what is happening in the marketplace on pricing and terms of transactions, and special issues like mergers of equals.

3:00 PM – 4:40 PM
(PT)

EMERGING LEADERS
Four Approaches to Adopt for Revenue Growth
David Toth, Winding River Consulting (BRN Member)

In a climate as unpredictable as 2021 was, many firms and leaders are struggling to identify clear paths to revenue growth. With staffing and capacity-related challenges continuing to be a part of our immediate landscape, pandemic-related disruption isn’t going anywhere. But the reality is that revenue growth has never been more critical to the future viability of your firm, and you personally. In this session, we’ll cover four key drivers to revenue generation and how your personal brand can amplify those drivers through digital channels.

3:00 PM – 4:40 PM
(PT)

HUMAN RESOURCES
Avoiding Common Remote and Blended Work Pitfalls
ConvergenceCoaching, LLC® (BRN Member)

Struggling with buy-in to remote? Challenged with firm leaders or team members who aren’t convinced that remote or blended work is a viable long-term option for your firm? Join this interactive, discussion-based session facilitated by remote-work experts from ConvergenceCoaching. Together we’ll prioritize and address the common pitfalls that impede the move to a more-remote environment.

3:00 PM – 4:40 PM
(PT)

OTHER
Professional Ethics Update
Jeanne H. Yamamura, CPA, CGMA, MIM, PhD
This course provides busy CPAs with an overview of recent changes in ethical standards and a review of common regulatory violations. Inclusion of the latest issuances and coverage of ethical violations ensure that the most important issues affecting practitioners will be discussed. Participants will have an opportunity to test their recall of common ethical requirements.

Day 3: Wednesday, May 4

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

ACCOUNTING & AUDITING
Multi-Year Audit Engagements
BDO USA, LLP
Multiple year and "back year" engagements provide unique challenges and opportunities. This session will describe strategies for completing multi-year and prior year audits effectively and efficiently.

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

TAX
What Global (or International) Tax Reform Means for the Middle Market
BDO USA, LLP
The international tax landscape is constantly changing with new guidance from the IRS and Treasury. This session will review recent international tax developments and the impact that such developments can have on your clients with cross-border structures and transactions.

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

TAX
Tax Strategies for Selling a Business
BDO USA, LLP
This session will provide valuable perspectives from both the buyer and the seller in each transaction, discuss the character of each gain and applicable tax rates, and the impact of whether to use or elect out of the installment method to defer taxation or avoid higher rates in the future.

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

MARKETING & BUSINESS DEVELOPMENT
Using Keyword Research to Drive Inbound Leads
Christine Hollinden, CPSM, Hollinden | marketers + strategists (BRN Member)

Keyword research provides critical insight into the actual search terms your prospects are using to find firms like yours. Learning how to utilize keyword research to drive the right traffic to your site and generate qualified leads is crucial to success. This session starts with an overview of search engine optimization and moves into a more advanced look at research. We’ll look at best practices and real examples along the way. Plus, we will supplement the information with lead capture tools to turn traffic into opportunities.

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

INDUSTRY
Nonprofit A&A Industry Update 2022
BDO USA, LLP
This session will address current events and trends in the Nonprofit and Education industry, the industry outlook for 2022 and beyond, other industry hot topics, and how we can provide value to our clients and prospects.

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.

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

MAP
How Culture Makes Your Organizational Health Thrive
Dave Evans, The Mastery Network (BRN Firm)

This session will share five things you can do to build your culture and link it to the health & well-being of your workforce. We will cover why we need to think about this in the current global talent war, what to do to work it out, how to apply the 3Ds of culture to your firm, connecting culture to well-being and health, and enabling culture to thrive.

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

MAP | EMERGING LEADERS
Sustaining Your Culture in a Remote/Hybrid Work Environment
Jake Friedman and Al Currow, High Performing Culture (BRN Member)

This session will educate firms about how to drive culture through a very systematic, intentional approach to win more business and attract and retain top talent. We’ll discuss the 8 steps to creating and sustaining a world-class culture, a firm's most sustainable competitive advantage.

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

HUMAN RESOURCES
The Changing Role of HR: What’s Critical for Engagement and Retention in a Remote Workforce
Richa Gupta, Globalization Partners (BRN Member)

When the makeup of the workforce changes, HR must evolve alongside it. Now more than ever, the HR role is a multi-faceted combination of business strategy, compliance, process and employee development. Where should HR professionals focus their attention in the new world of global remote work? We will explore these topics in a discussion around global flexibility, the human connection across time zones, and career development and growth.

10:00 AM-11:30 AM
(PT)

CLOSING GENERAL SESSION

Barry Melancon, President and CEO of the AICPA, will be our closing keynote speaker. Mr. Melancon will speak about trends in the accounting profession, as well as current legislation, and their effect on the profession overall. We will also reveal the winners of our annual BDO Alliance awards!