Full AICPA & CIMA ENGAGE agenda features 200+ sessions of technical content covering all areas of tax, estate, and financial planning
The core conference will take place both online and in-person
Reporters encouraged to attend
NEW YORK (June 15, 2021) –As America continues to recover from the economic impact of COVID-19, the need for financial professionals to be on top of their game has never been more important. The most up-to-date practices and cutting-edge financial planning strategies emerging from a difficult year will be discussed at the Advanced Personal Financial Planning (PFP) Track at AICPA & CIMA ENGAGE 2021. The conference will take place as a hybrid event both online and onsite at the Aria Resort & Casino in Las Vegas from July 26-28, 2021.
The Latest Practical Information and Guidance from the Sharpest Minds in the Profession
While the impact of COVID-19 for individuals and business continues to play out, Americans face rising costs of higher education, uncertainty around the future of Social Security and numerous other planning challenges. At the same time, recent legislation, such as The SECURE Act, The CARES Act, The American Rescue Plan have brought about a wealth of new planning opportunities. Financial planners, estate planners, and other financial professionals looking to develop the essential skills to best guide their clients and firm into the future will benefit from detailed technical sessions and panel discussions. The conference agenda has been curated to feature the most up-to-date practical information and in-depth knowledge in the areas of tax, retirement, estate, risk management, investments and more.
Professionals recognize the Advanced PFP track as one of the best sources for advanced knowledge. In fact, the high-quality technical education shared this year will be brought by returning expert speakers who averaged a 4.64/5 satisfaction rating from attendees in 2020.
“Financial professionals looking to deepen their ability to offer top tier planning advice should take advantage of this opportunity to gain invaluable knowledge and network with some of the brightest planning minds in the country,” said Lauren Minch, CPA, CFA, CGMA, chair of the 2021 PFP Conference Planning Committee. “Leaders in the financial planning profession will be sharing the latest technical planning insight that attendees will immediately be able to put into practice to benefit their clients.”
In addition to the PFP track, attendees will have access to specialized content within all 9 additional tracks as part of AICPA & CIMA ENGAGE 2021 including:
Advanced Estate Planning
Tax Strategies for the High-Income Individual
Diversity Equity & Inclusion
Advanced Accounting & Auditing
EDGE Career Development
Practitioners & TECH+
Sports and entertainment planning (new this year)
The national practice management conference hosted by the CPA Firm Management Association (CPAFMA), which is now integrated into ENGAGE.
“This year’s event provides the wealth of technical knowledge the Advanced Personal Financial Planning track is known for, along with networking events and interactive features for those who are attending in person or online. We’re confident that anyone attending this year’s event will come away with new ideas, new information and new connections,” added Minch.
Advanced Personal Financial Planning speakers include:
Bob Keebler, CPA/PFS, Partner, Keebler & Associates – Ed Slott, CPA, Partner, Ed Slott & Company
Dr. Ross Riskin, CPA/PFS, Associate Professor of Taxation, The American College of Financial Services
Ted Sarenski, CPA/PFS, Wealth Adviser, Capital One/United Income
Mark Klein, Esquire, Hodgson Russ LLP
Steven Siegel, President, The Siegel Group
Scott Sprinkle, CPA/PFS, Managing Member, Sprinkle & Associates LLC - Michael Goodman, CPA/PFS, President, Wealthstream Advisors - Lyle Benson, CPA/PFS, Founder and President, L. K. Benson & Company - Sue Stevens, CPA/PFS, Wealth Advisor, Buckingham Strategic Wealth
Larry Swedroe, Director of Research, Buckingham Strategic Wealth and the BAM Alliance - Robert Huebscher, CEO, Advisor Perspectives - Samuel Adams, CEO, Vert Asset Management
Jordon Rosen, CPA, Director, BLS CPA - Karly Laughlin, Principal, Belfint, Lyons & Shuman, P.A.
Jeffrey Levine, CPA/PFS, Lead Financial Planning Nerd at Kitces.com
To Be Announced, check here for latest.
AICPA & CIMA ENGAGE keynotes include Caroline Kennedy, author and former U.S. Ambassador to Japan, as well as a professional update featuring AICPA President and CEO Barry Melancon, AICPA Vice Chair William Pirolli, Sue Coffey, the AICPA’s CEO of public practice, and Erik Asgeirsson, president and CEO of CPA.com.
Who: The Advanced PFP track is designed for CPAs and CPA/PFS credential holders, financial planners, CFP certificate holders, CFA charter holders, Certified Investment Management Analysts (CIMA), tax and estate planning attorneys, insurance and risk management professionals and registered investment advisers. Continuing education credit is available for many designations.
What: Advanced Personal Financial Planning Track at AICPA & CIMA ENGAGE 2021
When: July 26-28, 2021.
Press Registration: For media who are interested in covering ENGAGE 2021, either remotely or in person, can contact Jon Lynch at Jonathan.Lynch@aicpa-cima.com or James Schiavone at James.Schiavone@aicpa-cima.com, to obtain remote access (please note: advance registration is required).
About the Association of International Certified Professional Accountants, and AICPA & CIMA
The Association of International Certified Professional Accountants® (the Association), representing AICPA® & CIMA®, advances the global accounting and finance profession through its work on behalf of 696,000 AICPA and CIMA members, students and engaged professionals in 192 countries and territories. Together, we are the worldwide leader on public and management accounting issues through advocacy, support for the CPA license and specialized credentials, professional education and thought leadership. We build trust by empowering our members and engaged professionals with the knowledge and opportunities to be leaders in broadening prosperity for a more inclusive, sustainable and resilient future.
The American Institute of CPAs® (AICPA), the world’s largest member association representing the CPA profession, sets ethical standards for its members and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state and local governments. It also develops and grades the Uniform CPA Examination and builds the pipeline of future talent for the public accounting profession.
The Chartered Institute of Management Accountants® (CIMA) is the world’s leading and largest professional body of management accountants. CIMA works closely with employers and sponsors leading-edge research, constantly updating its professional qualification and professional experience requirements to ensure it remains the employer’s choice when recruiting financially trained business leaders.