REGISTER TODAY - XCM€¦ · Oracle's Executive Director of Finance, Thought Leadership and a past Chairman of the American Institute of CPAs to discuss the future of work, change

HOP ON BOARD:

NAVIGATE THE WAVE OF CHANGE

Experience:

• Expert-led sessions

• Exclusive insights on XCM products

• Social Events

• Endless networking opportunities

• Earn 12+ CPEs

REGISTER TODAY

www.xcmsolutions.com/xchange

San Diego, California

May 31 – June 2, 2020 | San Diego, California | www.xcmsolutions.com/xchange 2

Sunday, May 31, 2020

10:00 - 3:00 p.m. Complimentary Site Audits – Please Contact Your Consultant to Schedule

3:00 - 6:00 p.m. Registration

5:30 - 7:00 p.m. Welcome Reception

Monday, June 1, 2020

7:00 - 8:00 a.m. Continental Breakfast / Registration

8:00 - 8:50 a.m. Opening Remarks

8:50 - 9:40 a.m. Keynote Speaker

9:40 - 10:00 a.m. Session Break / Vendor Showcase

10:00 - 10:50 a.m. Breakout Sessions


11:10 - 12:00 p.m. Breakout Sessions

12:00 - 1:00 p.m. Lunch Break


2:15 - 2:30 p.m. Session Break / Vendor Showcase

2:30 - 3:20 p.m. Roundtable Discussions

3:00 - 5:10 p.m. Partners’ Roundtable (Invite Only)



6:00 p.m. Spotlight on San Diego - Evening Event

Tuesday, June 2, 2020

7:00 - 8:00 a.m. Continental Breakfast / Registration

8:00 -9:20 a.m. Keynote Speaker


9:40 -10:30 a.m. Breakout Sessions


11:40 -12:40 p.m. Lunch Break


1:30 - 1:50 p.m. Session Break / Vendor Showcase

1:50 - 2:50 p.m. Keynote Speaker

2:50 - 3:00 p.m. Conference Concludes

http://www.xcmsolutions.com/xchange



Breakout Sessions

The Future is Now

The accelerating pace of change is affecting all facets of an organization. From business model disruption to heightened customer expectations and transformational process changes, technology-powered innovation relies on an energized and empowered team. As a result, in addition to the organization’s leader, the role of innovator and disruptor is also every member on the team’s individual responsibility as well. We each have a role to play in analyzing data, developing digital strategies, and unleashing greater value for clients and business partners. Join Kimberly Ellison-Taylor, CPA, CGMA, CISA, Oracle's Executive Director of Finance, Thought Leadership and a past Chairman of the American Institute of CPAs to discuss the future of work, change initiatives, and how emerging technologies such as artificial intell igence, machine learning, blockchain, etc., enable greater capabilities as well as capacity to reduce friction for both clients and internal team members.

Field of Study: Business Mgmt. & Org Prerequisites: None Target Audience: All Levels Advanced Prep: None

2020 Lean Firm Optimization

Want to learn how taking a “Lean” approach can significantly improve your firm’s production processes? Lean Six Sigma Black Belt Roman Kepczyk has partnered with more than 400 CPA to optimize their internal production processes and take advantage of technology solutions that are transforming today’s practices. He will highlight specific examples within tax, assurance, and administrative departmental production where “Lean” principles can be successfully applied. Roman will also integrate the latest CPAFMA IT and Digitally Driven Firm Survey results so you can identify if your firm is on the “bleeding, “stable” or “lagging” edge.


Scaling Your CAS Practice with Workflow Technology

Client Accounting Services (CAS) is experiencing an explosion of software, tools and even categories of accounting and financial applications to process, store and report on information within the cloud. In just one year, we saw an increase in the applications available in the CAS cloud ecosystem by 5x! At the same time, accounting firms are making strides to narrow down their tech stack to industry leading applications to support each service delivery category in their CAS department. While doing this, it can be difficult to stay disciplined within a defined tech stack and menu of services without falling behind the waves of change. In this session, we will dig into how firms can and already are utilizing XCMworkflow and Tech Enabled Service to onboard new clients, track implementation and migration of cloud applications and centralize all of the information pertaining to their service delivery, catapulting them to scalability, increased customer satisfaction and beyond.

Field of Study: Computer Software & Apps Prerequisites: None Target Audience: All Levels Advanced Prep: None

The Recurring Rollover Challenge

Not sure when, how or why to use recurring verse rollover feature! This session will bring to light the benefits of recurring vs. rollover and help you automate the delivery of all your tasks so no deadline or deliverable is missed!





Breakout Sessions

XCM Quick Tips

In this session, we will introduce or refresh users on the features available in XCM, helping you get what you need with fewer clicks and shorter response times. We will highlight newly released features and how our standard features provide you access to the information you need, faster!


Roundtable Discussions

Roundtable Discussions are designed for attendees to engage in an open dialogue with other users to discuss XCHANGE ideas, best practices, and strategies. Moderated discussions will be focused on relevant topics in the areas of people, processes, and technology. Attendees will have the option to pick from a variety of moderated topics and can select one topic or rotate to each roundtable discussion.


Gaining Firm Buy-In and Overcoming Obstacles in Building Your CAS Practice

Client Accounting Services (CAS) has become the largest growth segment in accounting firms today because it has proven to be mutually beneficial to the firm and the businesses they serve. Firms that embrace the opportunity to elevate their role with their clients can increase recurring revenue by up to 12x and eliminate much of the busy season compression, by turning existing annual engagements into monthly or quarterly strategic advisory relationships. The ability to provide CAS services that give business owners greater financial insight and advice will drive higher profitability and revenue, strengthening the professional relationship between firm and business owner. It all starts with gaining firm buy-in, selecting the right clients, defining a menu of services, being able to effectively onboard those clients and ultimately, having the ability to step into the advisory role. During this session, we will discuss the best way to navigate the journey, overcome challenges and foster an atmosphere of enriched mindsets and heightened skillsets to build out a lasting CAS practice.


What is Power BI and What Can it do for Me?

Are you tired of seeing the Spinning Wheel of Doom in Excel and losing countless hours of your work? Are you looking for a better way to prepare your data? Then this session is for you. We will have a walk through demo session of how you can practically use Microsoft’s Superstar, Power BI to automate the preparation of your data with ease and visualize and interact with your data in a way you never imagined possible (in Excel).


Navigating the Future: Creating Your Firm’s Disruption Roadmap

During this 75 minute, interactive session lead by Kacee Johnson attendees will design an actionable how, what, when plan for how to navigate what is next.





Breakout Sessions

Talent Strategies for NextGen Firms

Today’s workforce is more dynamic than ever before. People seek autonomy in their role with guidance and coaching from leadership. They want the ability to flex how they work while maintaining accessibility and collaboration. The firms winning the talent race are driving change by focusing on new ways to engage, develop and deploy their team members. In this session, we’ll explore: Mindset shifts for all leaders to create a culture of belonging and growth; Strategic shifts in capacity planning and elevating team members so they’re working at their highest and best use; Best practices for engaging your talent, including closing the feedback gap, enabling flex and deploying tech tools and apps. Leave this session with ideas for taking your talent management strategy to the next level!


Promoting Positive Organizational Change

If you are or will be experiencing change resulting from shifting markets, workflow redesign, re-engineering, or quality initiatives, plan on participating in this interactive workshop. Ann M. Butera, President of The Whole Person Project, Inc., an organizational development consulting firm, will describe time-tested methods for introducing organizational change and managing its impact on your staff and clients. She will explain what to do --- and what not to do --- when introducing organizational change.


Data Analytics for Firm Management

During this session you will learn how to leverage operational and productivity analytics collected through the daily interactions with your workflow platform to gain real-time insights, enable fact based decision making, as well as increase performance and operate more efficiently.


Building a Firm for 21st Century Accountants

Demographics, economics, technology and a host of other factors are making it harder than ever for accounting firms to find and keep the staff they need. This session will look at what current firm leaders need to do to make sure they can staff engagements and create the next generation of firm leaders to succeed them. Among the topics to be covered are: Top recruiting and retention strategies, The role of technology in finding and keeping staff, The future of remote work and virtual firms, The skillsets of future firms and Working with non-accountants.


Utilizing Views to Maximize Efficiency

In this session we will discuss the purpose for shared views, why different views are used, what for, and how views can maximize efficiencies. Participants will learn how to establish shared views and unassigned views to ensure users are focused on the most important tasks for their role.





Breakout Sessions

Part I: The Art of the Value Conversation

This session will be dedicated to the possibility that a professional firm will achieve better results for its customers and be more profitable when it recognizes that value must be placed at the center of every conversation with prospects and customers. Developing this skill is hard work and not for everyone. It requires us to think differently than we have in the past about the language we use when engaging them in conversation. You are hereby invited to open a dialogue on a different model for creating and capturing value in a professional firm. This session will be led by Ed Kless, Sage senior director of partner development and strategy.


Part II: The Art of Value Pricing

This session will be dedicated to the possibility that a professional firm will achieve better results for its customers and be more profitable when it recognizes that pricing must be developed as a core competency. Developing this skill is hard work and not for everyone. It requires us to think differently than we have in the past about the primary input into price. You are hereby invited to open a dialogue on a different model for creating and capturing value in a professional firm. This session will be led by Ed Kless, Sage senior director of partner development and strategy.


Communicating Financial Information to Non-Financial People

We accountants speak a different language. Whether we are referring to Debits and Credits, Assets and Liabilities or different sections of the tax code, our clients are generally at a loss to understand what we are saying. They place less value on information they don’t understand and are often too intimidated to ask questions. In this session, you will learn secrets of de-mystifying accounting and increasing the value of the services you deliver. Learning Objectives:

Understand the disconnect between accountants and their clients when it comes to communication. Learn how to bridge the gap and make information understandable and relevant for client leaders.


State of the Industry

Join a panel discussion of industry thought leaders as they share their views and insights on the state of the industry today, what trends are likely to impact the future of accounting, and what some of the leading firms are already doing to avoid being disrupted.


Building a Business Process Automation (BPA) Program

How to crawl, walk and run as you navigate the ecosystem of tools and tricks of digital transformation in your firm.





Breakout Sessions

Ride the Wave of Digital Disruption

Innovation, disruption, AI and blockchain. Newsfeeds are abound about how emerging technologies will automate the accountant’s role, and its potential impact on the profession as a whole. How much is hype? When will these advancements really impact my firm and clients? After we sort through the noise, creating an innovation strategy and aligning it with our business model is the next hurdle to overcome in order to remain competitive. In this session we will explore how exponential change is advancing technologies faster than ever, and the most common challenges that firms face in staying current. We will also identify new opportunities in an expanding landscape.


Managing Every Due Date in Every Department On-Time.

This session will focus on how to establish non-standard deliverables in XCM to manage all your due dates whether it's related to a client return, audit report, client payments or an operational deadline. Participants will learn how to create and calculate due dates and how deliverables tie to recurring tasks.


Creating Capacity through Tech Enabled Services

Outsourcing has become a viable business strategy for accounting firms. In this session you will learn how outsourcing can be a part of a solution to tax season compression. We will review the pros and cons of outsourcing and discuss workflow, pricing and communication with your clients and team. The goal will be for your firm to leverage your current skills and expertise along with outside resources available to you.


Transforming the Audit Process: Pre & Post-Audit Engagement Workflow Opportunity

The modern firm is faced with increased regulation, tight deadlines, and staffing constraints which drains budgets, impacts efficiencies, and creates a disengaged workplace culture. Even when auditors have engagement software to effectively manage activity onsite, they still are consistently missing deadlines and running over budget on the post-audit reports. In this session you will learn how to use the right workflow technology to automate the pre & post audit deliverables, identify how to increase audit engagement visibility and standardize audit workflow processes, make knowledge management more accessible and centralized for streamlined and cost-effective audit engagements; mitigate risk, while creating an engaged A&A workforce and workplace culture.





Breakout Sessions

Project Management and Your Firm

Many professional accountants are not taught project management skills, yet they are required to manage the implementation of new technology, onboard new clients, build new service areas and more. It is time to share project management techniques with the profession to ensure timeliness, accuracy and peace of mind the initiative is running smoothly. In this session, hear how to apply basic project management methodologies to yield successful project outcomes.


XCMscheduler® for Clarity and Control of Resources & Deliverables

Learn how the enhanced XCMscheduler will help drive increased productivity by proactively identifying bottlenecks, balancing resource capacity, and identifying who has capacity to take on more work. Navigate the simplified user interface, learn more about quick action features, and see how the Resource Allocator and Calendar scheduler can be utilized across Tax, CAS, Audit, and beyond.


We’re Not Done Yet….

The planning committee is continuing to add to the speaker line-up!

Check back for new content, speakers and session details.

For more information and registration details visit www.xcmsolutions.com/xchange





Networking Events

Connect with your peers and have fun while you’re at it! There are many opportunities for you to network at XCHANGE. Join us for a Welcome Reception, Session Breaks, Vendor Showcase, Networking Lunches, Evening Events & More!

Welcome Reception

Join us for a welcome reception on Sunday, May 31 from 5:30 – 7:00 p.m. to enjoy cocktails and appetizers while connecting with fellow users and reconnecting with familiar faces.

Session Breaks

Session breaks are scheduled throughout the two days to facilitate interacting with your peers, connecting with session leaders and learning more about the limited number of sponsors we’ve invited to join.

Onsite Meals

Attendees are invited to enjoy breakfast and lunch on Monday and Tuesday, connect with other attendees, ask questions to XCM experts and make valuable connections.

Sip & Sea

Join us for an evening of great conversations, libations and local grub! Experience San Diego while networking with peers, speaking with thought leaders, and sharing your learnings from the day’s sessions!




Special Events

Partners’ Luncheon (Invite Only)

As we meet and survey our partners, they are telling us a number of ways they are driving productivity in their firms. Partners are leading the way by driving process excellence and leveraging XCM as the platform. In this 3-hour session, partners will tap into the knowledge and experience of your peers during what is continually one of the highest-rated sessions of the conference. In this session, facilitated by Jim Boomer, Boomer Consulting, you’ll have the opportunity to openly discuss the topics that have the most impact on the success of your firm. We will collect topics from attendees prior to the conference and prioritize our discussion through real-time voting. Contact your Account Owner or Consultant for more information. An RSVP is required.

Field of Study: Business Mgmt. & Organization Prerequisites: None Target Audience: All Levels Advanced Prep: None

Complimentary Performance Reviews

Firms will obtain significant benefit through the proper utilization of core and value-added features found within the XCM application. Complimentary Performance Reviews are designed to maximize your firm’s usage of these features. Your XCM Consultant will complete a comprehensive review of your firm’s XCM site, identify areas within the application that may be underutilized, and show you how to maximize your ROI of XCM.

Complimentary Performance Reviews are a service available annually to every firm. Contact your Consultant to schedule in advance of attending the conference. Complimentary Performance Reviews are not eligible for CPE credit.

Client Support and Consulting Services

Have a problem you need help tackling? Attendees will have the ability through the event app to schedule time with a member of XCM’s client support team. They’ll talk through your challenge and help you map out a solution.

Meet a Product Owner

Want a chance to speak one-on-one with an XCM Product Owner? Attendees will have the ability through the event app to schedule

time to XCHANGE your ideas with one of our product owners.

REGISTER TODAY www.xcmsolutions.com/xchange



Documents

REGISTER TODAY - XCM€¦ · Oracle's Executive Director of Finance, Thought Leadership and a past Chairman of the American Institute of CPAs to discuss the future of work, change