Personas | Engage
 

Help is here.

Curated agendas to match your goals

 
Find my match

No matter your interest or experience, ENGAGE 22 has you covered.

Find your perfect session fit from our seven tracks and three levels.

The Business Coach

Tracks:

Advanced Accounting and Auditing

Practitioners and TECH+

Corporate Finance and Controllers

Titles on your LinkedIn profile:

Partner, Director of Public Accounting, Owner, Founder

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Deliver a-ha moments every day with real-time insights
  • Evolve my practice to provide tech answers
  • Make my clients' lives easier by simplifying repetitive financial tasks

In your toolkit:

  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice and people management
  • Emerging tech, including AI, blockchain and data analytics
Your Full Curated Agenda

The Audit Leader of the Future

Tracks:

Advanced Accounting and Auditing

Advanced Estate Planning

Practitioners and TECH+

Titles on your LinkedIn profile:

Partner, Audit Director, Owner, Founder

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Expand my audit team to provide a variety of attest services
  • Advocate for the audit in a rapidly changing environment
  • Find new business growth through client advisory services

In your toolkit:

  • Regulatory, advisory and attest standards
  • Cybersecurity and emerging tech
Your Full Curated Agenda

The Proactive Realist

Tracks:

Advanced Accounting and Auditing

Practitioners and TECH+

EDGE Career Development

Titles on your LinkedIn profile:

Manager, Audit Manager, Senior IT Auditor

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Make my mark and become partner
  • Embrace emerging tech to improve audit efficiency, accuracy and effectiveness

In your toolkit:

  • Continuous audit and monitoring
  • SOC guidance
  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics
Your Full Curated Agenda

The B&I Chief Strategist

Tracks:

Advanced Estate Planning

Practitioners and TECH+

Corporate Finance and Controllers

Titles on your LinkedIn profile:

CFO, CEO, VP, Controller

Your professional credentials and affiliations:

CPA, CGMA, ACMA, FCMA, CITP, CFE

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Create a culture of engagement and cross-functional partnership across the organization
  • Lead digital transformation and business model evolution to leverage value drivers
  • Cement my legacy as a business leader

In your toolkit:

  • Strategic planning
  • Risk management
  • Business intelligence
  • Blockchain, AI, robotics and data analytics
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics
Your Full Curated Agenda

The B&I Star

Tracks:

Advanced Accounting and Auditing

Practitioners and TECH+

EDGE Career Development

Titles on your LinkedIn profile:

Asst Controller, Director, Manager, Financial Analyst

Your professional credentials and affiliations:

CPA, CGMA, ACMA, FCMA CFE, CITP, CFE

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Expand skill base to better support strategic decision-making and value creation
  • Focus on finance and business processes that need an automation overhaul
  • Sit at the executive table in the next five years

In your toolkit:

  • Strategic planning
  • Risk management
  • Business intelligence
  • Blockchain, AI, robotics and data analytics
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics
Your Full Curated Agenda

The Tech Whisperer

Tracks:

Advanced Estate Planning

Practitioners and TECH+

EDGE Career Development

Titles on your LinkedIn profile:

Staff Accountant, Technology Liaison

Your professional credentials and affiliations:

CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Use my love of tech as a launchpad for my career
  • Build my reputation so senior leaders look to me for tech ideas and solutions
  • Lay the groundwork for my 2022 goal

In your toolkit:

  • Governance and compliance
  • Continuous audit and monitoring
  • SOC guidance
  • Business intelligence
  • Cybersecurity and privacy
  • Risk management
  • Practice management
  • Emerging tech, including AI, blockchain and data analytics
Your Full Curated Agenda

The Visionary Leader

Tracks:

Advanced Accounting and Auditing

Advanced Personal Financial Planning

Corporate Finance and Controllers

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP, CFA, PAFM, CGMA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Retain the best and brightest staff on my team

In your toolkit:

  • Practice management
  • Talent management
  • Succession planning
Your Full Curated Agenda

The Development Guru

Tracks:

Advanced Accounting and Auditing

Advanced Estate Planning

Advanced Personal Financial Planning

Practitioners and TECH+

Titles on your LinkedIn profile:

COO, CFO, Director of Administration, Director of Operations

Your professional credentials and affiliations:

CPA, PAFM, SPHR, PHR

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Have my clients think of my accounting firm before anyone else
  • Become known for having the busiest table at CPA career fairs
  • Build a company culture that thrives on change

In your toolkit:

  • HR and talent management
  • Succession planning
  • Business development
  • Communication
  • Strategic planning
Your Full Curated Agenda

The Rising Star

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Practitioners and TECH+

Corporate Finance and Controllers

EDGE Career Development

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Paraplanner, Financial Planner, Adviser, Associate Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP (or on your way)

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Gain more experience and become the lead adviser to my favorite clients
  • Build my reputation among colleagues and my network
  • Brainstorm and implement innovative strategies
  • Develop my ability to critically evaluate various situations

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • 529s
  • Social Security planning
Your Full Curated Agenda

The Rising Star

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

EDGE Career Development

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Paraplanner, Financial Planner, Adviser, Associate Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP (or on your way)

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Gain more experience and become the lead adviser to my favorite clients
  • Build my reputation among colleagues and my network
  • Brainstorm and implement innovative strategies
  • Develop my ability to critically evaluate various situations

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • 529s
  • Social Security planning
Your Full Curated Agenda

The Legacy Builder

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Practitioners and TECH+

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Make the right management decisions to secure my firm's longevity

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • Alternative fee structures
  • Succession planning
  • Financial planning software
Your Full Curated Agenda

The Legacy Builder

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Make the right management decisions to secure my firm's longevity

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • Alternative fee structures
  • Succession planning
  • Financial planning software
Your Full Curated Agenda

The Partner-Track Superstar

Tracks:

Advanced Accounting and Auditing

Advanced Estate Planning

Advanced Personal Financial Planning

Practitioners and TECH+

EDGE Career Development

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Senior Manager, Manager

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, JD, LL.M.

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Sit at the executive table in the next five years
  • Take my subject matter expertise from regional to national
  • Explore the possibilities of building a business

In your toolkit:

  • Specialized tax topics
  • Tax reform and legislation
  • Estate planning strategies
Your Full Curated Agenda

The Fearless Contributor

Tracks:

Advanced Accounting and Auditing

Advanced Estate Planning

Advanced Personal Financial Planning

Practitioners and TECH+

EDGE Career Development

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Staff Accountant, Adviser

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, JD, LL.M.

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Know the ins and outs of tax laws in my practice area
  • Develop a list of core clients and build each relationship

In your toolkit:

  • Tax reform and legislation
  • Technical tax topics
  • Learning from peers
  • Personal and career development
Your Full Curated Agenda

The Relationship Builder

Tracks:

Advanced Personal Financial Planning

Practitioners and TECH+

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Adviser, Senior Adviser, Lead Adviser, Investment Counsel, Senior Financial Planner, Senior Manager, Senior Wealth Manager, Director

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Sit at the executive table in the next five years
  • Help my clients reach their retirement goals in a seamless way

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • Practice management
Your Full Curated Agenda

The Versatile Tax Adviser

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Partner, CEO, Sole Practitioner, President, Principal, Director, Owner, Manager, Senior Manager, Senior Adviser, Senior Financial Planner

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, CFP, CFA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Help my clients reach their life goals faster
  • Shift the emphasis of my practice from tax-only to tax plus personal financial planning

In your toolkit:

  • Tax, retirement and estate planning
  • Tax reform and legislation
  • Practice management
  • Financial planning software
Your Full Curated Agenda

The Accounting + Law Pioneer

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Practitioners and TECH+

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner, Managing Partner

Your professional credentials and affiliations:

CPA, CPA/PFS, JD, LL.M., AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Expand my platform as a tax and estate law expert
  • Retain the best and brightest staff on my team

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Succession planning
  • IRS procedures
Your Full Curated Agenda

The Leader of Planners

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Practitioners and TECH+

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, JD, LL.M., AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Alternative fee structures
  • Succession planning
Your Full Curated Agenda

The Versatile Tax Adviser

Tracks:

Advanced Estate Planning

Advanced Personal Financial Planning

Tax Strategies for the High-Income Individual

Titles on your LinkedIn profile:

Partner, CEO, Sole Practitioner, President, Principal, Director, Owner, Manager, Senior Manager, Senior Adviser, Senior Financial Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, JD, LL.M., AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Help my clients reach their life goals faster
  • Shift the emphasis of my practice from tax-only to tax plus estate planning

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Succession planning
  • Tax reform and legislation
Your Full Curated Agenda

The Emerging Partner

Tracks:

Advanced Accounting and Auditing

Corporate Finance and Controllers

EDGE Career Development

Titles on your LinkedIn profile:

Director, Manager,

Your professional credentials and affiliations:

CFE, CFP, CGMA, CITP, CPA, CPA/PFS, MBA, PFS

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management
  • .Take-home deliverables that make your time worthwhile.

In your toolkit:

  • Sales processes and accountability
  • Emerging markets
  • Talent coaching
  • Negotiation skills
  • CRM software
Your Full Curated Agenda

Corporate Finance Executive

Tracks:

Advanced Accounting and Auditing

Corporate Finance and Controllers

Titles on your LinkedIn profile:

CEO, COO, Director, Manager, President, Senior Manager, VP, CFO, CAO

Your professional credentials and affiliations:

CFA, CGMA, CPA, MBA, CMA, IIA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Deeper insights and perspectives to maximize business value through planning and implementation of resources, while balancing risk and profitability.

In your toolkit:

  • Innovative content creation
  • CPA professional trends
  • Talent coaching and management
  • Networking and relationship building
  • ROI
Your Full Curated Agenda