Day 2: Tuesday, May 7
10:40 am – 11:40 am (PT)
Advisory
ESG State of Play - What Middle Market Companies Need to Know Now
BDO USA, P.C.
In this session, we will discuss major trends in ESG adoption including opportunities, challenges, regulatory updates and other practical aspects of ESG integration into an organization's strategy and operations.
10:40 am – 11:40 am (PT)
Advisory
Using BDO and Alliance Resources to Grow Your Risk Advisory Services Practice
BDO USA, P.C. and Alliance Firm
If you are interested in growing your Risk Advisory Services (RAS) practice, join this session to learn about the technological knowledge, tools and subject matter experts available to Alliance firms and how you can deliver exceptional outcomes for clients. With the specialized skills, extensive coverage, and a commitment to Minority and Women-Owned Business Enterprises (MWBEs) within the Alliance, attendees can explore how to grow a RAS practice.
1:00 pm – 2:00 pm (PT)
Advisory
Success Stories in Advisory Practices
Alliance Panel – facilitated by Francisco Colon, MGO (CPA Member)
In this panel session, leaders from three firms will share their remarkable success stories in building and growing their Advisory practices. Whether you are from a small, medium or large firm, this session will offer valuable insights and actionable strategies that can be applied to your own practice.
2:20 pm – 3:20 pm (PT)
Advisory
Advisory as a Retention Strategy
Alliance Panel – facilitated by Samantha Mansfield, ConvergenceCoaching (BRN Member)
In today's competitive business landscape, firms are constantly seeking innovative strategies to retain both clients and team members. Join this session for an engaging panel discussion where industry experts will share their insights on how an Advisory practice can be utilized as a powerful retention strategy.
2:20 pm – 3:20 pm (PT)
Advisory
Tapping into Wealth Management and Other Extended Advisory Services to Grow Your CPA Practice
David Winslow, Choreo (BRN Firm)
The most recent Rosenberg Survey offered unique insight into how the best performing accounting firms use advisory services, including wealth management and more, to drive better profitability compared to their peers. In this session, we will review how top performing firms use extended services to drive increased revenue, improve profitability, and help deliver a superior client experience. We will focus on how extended services can position your firm to not just survive, but thrive, in an increasingly competitive and consolidating environment. We will also share best practices and case studies of how we helped a global accounting firm realize that vision for their most valued clients.
3:40 pm – 4:40 pm (PT)
Advisory
Capital Markets Update
BDO Capital Advisors
This session will provide an update on mergers and acquisitions and capital raising trends and activity. It will discuss how to help clients, who are positioning their company for a sale, avoid seller pitfalls and maximize the value of their business through a structured sales process.
Day 3: Wednesday, May 8
8:00 am – 9:00 am (PT)
Advisory
Hot Topics - Valuation & Capital Market Analysis
BDO USA, P.C.
This session will discuss recent changes and trends in valuation, including those from regulators and private equity. It will cover valuation for different purposes, including financial reporting, tax reporting and management planning, as well as discuss the future of valuation and what can help continue its growth trajectory.
9:20 am – 10:20 am (PT)
Accounting & Auditing | Advisory
The Role of the Board in Pursuing Organizational Financial Resilience
BDO USA, P.C.
To ensure the long-term sustainability of the nonprofits they serve, board members must play an active role in setting the strategic financial direction and promoting a culture of resilience. In this session, we will explore the practices, resources and values characteristic of financially resilient nonprofits with a focus on how to educate and advise board members seeking to strengthen their skill set in fiduciary oversight. We will emphasize the importance of maintaining a sustainable business model and sufficient capital for change and security, as well as explore the role the board plays in ensuring effective financial planning, monitoring, and operational practices are in place.
9:20 am – 10:20 am (PT)
Advisory
Trust, Transparency and Compliance - Keys to a Successful Website
BDO USA, P.C.
A growing number of privacy laws include requirements related to how personal information is gathered and shared via websites and the use of tracking technologies, such as cookies and pixels. Although most websites now include the option for users to express their consent/preferences for different types of cookies, that doesn’t always mean these choices are properly honored. In this session, BDO’s Privacy & Data Protection team will discuss litigation and penalties related to these matters and how we can help clients to proactively avoid them and reactively respond to them.
9:20 am – 10:20 am (PT)
Advisory
Understanding Enterprise and Operational Risk Management
BDO USA, P.C.
New threats demand new ways to manage risk. Whether you are facing a crisis, taking on a new opportunity, or simply preparing for the unknown, you must understand the risks around you and be confident in your ability to respond when adversity strikes. In this session, we will delve into the complex world of risk management and share best practices to help your organization mitigate risks and maintain operational continuity.