PCPS Events and Webcasts

PCPS Events & Webcasts

Each year, PCPS is involved with the planning and support of several AICPA events. These events provide opportunities for earning technical, personal development and firm management CPE hours while attending presentations from the profession's top speakers. The learning extends to countless networking and best practice sharing occasions among practitioners.

PCPS members generally receive discounts on registration for events relevant to the PCPS member community. A list of discounts and discount codes is available.

Below are some upcoming conferences and events relevant to PCPS. Be sure to check back with us regularly for new event postings. Also explore the many learning opportunities available through the AICPA.

Featured PCPS Conferences and Events

AICPA Engage: June 12-15, 2017
Las Vegas, NV, and Online

AICPA’s ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and advance your success. This one event brings together five of the AICPA’s well-known conferences with the Association for Accounting Marketing Summit for four days of fresh ideas and breakthrough presentations and workshops — all under one roof.

6 Conferences. 1 Unique Event.
Choose among six ENGAGE conferences. Your individual conference registration includes access to all of the ENGAGE sessions offered within each conference. 

  • Advanced Personal Financial Planning
  • Advanced Estate Planning
  • Conference on Tax Strategies for the High-Income Individual
  • Practitioners Symposium/TECH+ Conference
  • National Advanced Accounting and Auditing Technical Symposium
  • Association for Accounting Marketing Summit

No matter your area of specialization — accounting, auditing, financial planning, law, marketing, practice management, tax or technology — you’ll rub shoulders with the best minds in the profession and leave confident, prepared and motivated to drive growth, enhance client service and make new connections across an amazing range of accounting and financial specialties.

PCPS members receive a $100 section discount - Register Here


Are you doing enough to manage your risk?
Expand your learning at AICPA ENGAGE

Accounting professionals depend upon technology to practice their profession. It is tragic that unauthorized individuals, and even organizations, focus their efforts on obtaining access to the sensitive information that is entrusted to you.

Register for the cybersecurity preconference workshops and learn important steps that add powerful protection into your systems. Participants will learn how to keep abreast of the latest cybersecurity trends, manage risks, and ensure the right level of governance to safeguard their organization.

Cybersecurity Risk Management Program Essentials
Sunday 6/11: 1:00-4:30pm
 4 CPE Credits

Cybersecurity Advisory Engagements
Monday, 6/12 1:00 – 4:00pm
4 CPE Credits

Upcoming Conferences

 Featured Webcasts

Tax Reform: Are You and Your Clients Ready?

May 09, 2017, 1-2pm ET

Chances are you missed quite a bit in the world of tax reform while your nose was to the grindstone this tax busy season.

This one-hour webcast will get you up to speed on current news activity within Congress and proposals that are under consideration. AICPA senior leaders Ed Karl, CPA, CGMA, Vice President – Tax Policy and Advocacy, and Melissa Labant, J.D., CPA/PFS, CFP, CGMA, Director – Tax Policy and Advocacy, will provide expert analysis and guidance to clarify how changes will impact you and your clients.

Don't miss this opportunity to get clear, easy-to-understand information about the tax reform coming out of Washington.

Register Here

PCPS members receive a 20% discount

Life Insurance Basics: What CPAs Need to Know When Serving Individual Clients

May 16, 2017, 1-3pm ET

Life insurance is a key component of a risk management strategy and is an extremely important tool in helping protect a family's future income should something happen to one or more of the family's main wage earners.

In this webcast, we take an in-depth look at the four major types of life insurance policies available today. Financial planners must understand the differences in the fundamental structures of each policy.

We also explain what questions need to be asked as it relates to each policy, how the premiums work, and what they cover, along with giving next step actions for financial planners to review with their clients. Lastly, a recommendation of when to use each type of policy is provided.

Register Here

PCPS members receive a 20% discount

Small Firm Updates

Carl Peterson, CPA, CGMA, Association of International Certified Professional Accountants Vice President Small Firms, discusses the trends affecting CPAs, the challenges and opportunities practitioners face, as well as best practices being used at successful firms across the country.

Carl spends much of his time on the road speaking to practitioners and getting feedback about the issues that most concern them. These informative, interactive audio webcasts include an environmental scan of the challenges and opportunities practitioners face today as well as best practices for common practice problems. Participants are also able to submit questions about the issues facing their own firms.

If you have topics or concerns of interest that you would like to hear discussed in the next small firm update webcasts series, please email PCPS. Small Firm Update

These webcasts are free.

Date Title Presenter

2:00-3:00 pm ET

Small Firm Update  

Carl Peterson

2:00-3:00 pm ET

Small Firm Update  

Carl Peterson

2:00-3:00 pm ET

Small Firm Update  

Carl Peterson


Networking group meetings provide a forum for in-depth practice management discussions and an exchange of best practices with firms throughout the country. Group members can be connected with PCPS tools and resources to tackle practice management issues and can be updated on trends in the profession through nationally recognized speakers and roundtable discussions. Through each group's informal system, networking group members may take advantage of the valuable knowledge of their colleagues and share their own knowledge with their peers.  While many group members are firm owners/partners, any member of a PCPS firm is welcome to attend networking group meetings.

Meeting Details
  • Meetings are typically one-and-a-half days long and are held twice a year (spring and fall) at locations determined by each group
  • Agenda topics for individual meetings are developed by the groups themselves
  • Groups have approximately 20-25 members and each group has a chair who helps to arrange meeting logistics and facilitates conversations
  • All participants are responsible for their own travel and lodging expenses, along with the meeting registration fee, which is based on cost-sharing
  • Meetings account for continuing professional education

Small Firm Networking Groups (sole practitioners and firms with up to 10 CPAs)

There are currently five Small Firm Networking Groups. Three are named according to the year in which they were formed. All groups are accepting new members! If you are interested in joining one of these groups, email mapsmall@aicpa.org for more information.

2002 Group: November 1-3, 2017 | Asheville, NC
2005 Group: October 23-24, 2017 | Durham, NC
2007 Group: November 8-10, 2017 | Charleston, SC
Women's Group: June 8-9, 2017 | Greely, CO
Young Owners/Decision Makers Group: October 26-27, 2017| Santa Rosa, CA
Fall 2016 Agendas: 2002 Group | 2005 Group | 2007 Group | Women’s Group | Young Owners Group

Medium Firm Networking Groups (11-20 CPAs)
There are currently two Medium Firm Networking Groups and Group II is still accepting new members! If you are interested in joining this group, email mapmedium@aicpa.org for more information.

Group I: October 25-27, 2017 | Louisville, KY
Group II: November 8-10, 2017 | Key West, FL
Fall 2016 Agendas: Group I | Group II

Large Firm Networking Group (more than 20 CPAs)
There is currently one Large Firm Networking Group and it’s accepting new members! If you are interested in joining this group, email maplarge@aicpa.org for more information.

November 2-3, 2017 | New York, NY

Fall 2016 Agenda

Join the PCPS Executive Committee and PCPS staff for a meet and greet event in your area! Meet and greet events happen three times a year in various locations around the country, and are exclusively for PCPS member firms. All employees of your firm are invited to mix and mingle with the members of the volunteer committee that sets the direction for PCPS and staff members you can turn to for information about the latest PCPS tools and resources.

If you're in the DC area, be sure to attend the next event at the POV Lounge, W Washington D.C. on May 3, 2017, 5:30 -7:30PM.  Additional details and RSVPs can be provided here. See you there!

PCPS members receive discounts on a variety of conferences and webcasts. You can find the discount codes to use at the AICPA Store here. Browse other PCPS member discounts to ensure you’re utilizing your PCPS membership benefits to the fullest!

Featured Events

Title Date Location PCPS Member Savings 
Tax Reform: Are You and Your Clients Ready? May 9, 2017 Online 20%
Life Insurance Basics: What CPAs Need to Know When Serving Individual Clients May 16, 2017 Online 20%
AICPA ENGAGE June 12-15, 2017 Las Vegas, NV, and Online $100
AICPA Emerging Partner Training Conference July 31- Aug. 1, 2017 New Orleans, LA $100
AICPA EDGE Experience Aug. 2-4, 2017 New Orleans, LA $50
AICPA Global Women's Leadership Summit Nov. 08-10, 2017 Chicago, IL $100
Digital CPA Conference Dec. 4-6, 2017 San Francisco, CA $100

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